8:40 - 9:50 a.m.

Staying Ahead of the Curve: How to Prepare Your Company for an Attractive Sale Process

Presenter: Matt Zimmer, Global Head of Investment Banking, William Blair // Andy Jessen, Global Head of M&A, William Blair

Looking for ways to prepare for what to do—and what to avoid—before starting a sell-side process? Join two investment banking veterans for an interactive discussion on best practices proven to achieve world-class outcomes and capitalize on your company's growth. Informed by 2,400 transactions that William Blair has advised on over the past decade, this session highlights key learnings and practical insights for CEOs.

Takeaways include:

• What makes a company valuable and attractive to investors


• Understanding a sale process, investor types, and keys to success


• Common missteps to avoid

Topic: Financials - Mergers & Acquisitions

8:40 - 9:50 a.m.

The Founder’s Cheat Code for Faster Growth

Presenter: Amy Ancira, Managing Director & VP of Executive Search

Some businesses seem to soar to success overnight, often led by serial entrepreneurs who appear to have it all figured out. Have you ever wondered what their secret is? Learn key success factors of high-growth companies, the talent framework they use to scale, and how they overcome challenges faster to streamline growth. After more than a decade helping leaders grow and scale their companies with impactful talent, HireBetter’s Amy Ancira reveals the talent secrets of unicorn companies. Amy will share real success stories and the proven model behind them – so you can grow and scale faster, too. Takeaways:

1. Understanding key success factors of high-growth companies


2. Implementing a talent framework built for growth


3. Overcoming talent challenges to scale faster

Topic: Leadership - Hiring Recruitment & Sourcing

8:40 - 9:50 a.m.

Don’t Be Replaced by a More Technologically Advanced Business

Presenter: John Horner, VP Software Consulting, Miles Technologies

Do you lose sleep worrying your organization is falling behind? Do you have a clear vision to turn the tides? Are you experiencing customer and staff attrition?

Economic uncertainty and disruption is one of the biggest threats to your business. Historically, organizations that embrace technology have a significant advantage in increasing market share and profitability, especially in times of economic decline.

With over 25 years of experience, we’ll share the secrets that differentiate organizations that flourish from those that flounder. Learn specific strategies and tactics to leverage technology, gain profits and increase market share.

• Understand the direct impact of technology decisions on organizational growth and decline


• Self-assess if your use of technology is helping or hindering your organization


• Takeaway top technological initiatives to start today.

Topic: Leadership: Innovation

10:05 - 11:15 a.m.

Panel Discussion with Small Groups Activity

Presenter: Vistage Member Excellence Award winners: Pennie Burnham, VP North America of Nycote Laboratories Corporation and Adam Hilton, President of Engineered Corrosion Solutions

Vice President of Vistage Research, Anne Petrik, guides a discussion with Vistage Member Excellence Award winners on the methods and strategies that helped propel their businesses to the next level. From growing a company that now owns 50% of a market to developing products that will be sent to outer space, these panelists know what it takes to scale a business and are ready to offer insights for any business leader to reach their goals.
A small group activity and discussion will directly follow allowing you to apply learnings to your own business and leadership climb.

11:15 - 12:20 p.m.

The Nine Steps Towards a Much Longer Life with Great Health

Presenter: John Asher, CEO, Asher Longevity Institute

A happy, healthy and highly motivated team will contribute directly to robust business growth.

In this session, participants will learn:

1. An integration of all current information about health, wellness and longevity.


2. The significant possibility of living to 112 with great health by following all of the current guidelines from longevity experts integrated into a “longevity pyramid”.


3. The average lifespan of US adults is 77 years and the average health span is only 63 years. This presentation shows how to gain at least 23 years of lifespan with 37 years of great health by following current known guidelines
   4. Taking care of your team today contributes to greater success tomorrow.

Topic: Personal Development: Health & Wellness

11:15 - 12:20 p.m.

Three Methods to Grow Profits and Enterprise Value

Presenter: Dave Heymann, Senior Mergers & Acquisitions Advisor, Generational Group

Businesses and their value tend to grow to the limit of the available resources. Companies become inefficient in all aspects of staffing, sales, operations, and finance. Founders grew their company from zero to its current point, but growth will slow or stall out unless we fix the barriers to growth. This session discusses growing without increasing resources, how to get more resources for growth, and how to identify inefficiency to get growing again. We will also learn how to help the next generation to succeed and grow.

Topic: Financials: Mergers & Acquisitions

11:15 - 12:20 p.m.

Cares Act Grant Program: How it Works To Benefit Your Business

Presenter: Brian Anderson, EVP Strategic Partnership

Discover how your business can leverage a little-known payroll tax rebate program receive free money from the government. While unknown to most businesses, this program is designed to reward employers for successfully retaining their employees. Brian Anderson, the EVP of Strategic Partnership, will dive into how this program works and how profit and nonprofit businesses alike can qualify for up to $26,000 per W2 employee.

Topic: Financials: Capital / Cash Management