7:30 - 8:30 a.m.

Breakfast Breakout | Eliminate Hiring & Management Mistakes; How Data Analytics Save Time & Money

Presenter: Barry Shulman, Principal, Shulman Associates Search Services, Inc.

Experts agree 90% of business problems are people problems. Do you have the right people in the right roles? How do you assess employees and candidates? Can you accurately define and articulate job specs for every role in your company? Do your managers have the tools to effectively create and manage teams for maximum performance, profitability, and ROI? How do you address over-and-under performers, conflict resolution, and communication? Can you quickly and effectively create winning teams and predict how they'll work together? I’ll show you how to easily optimize your talent, no matter what industry your company is from.

Topic: Hiring, Recruiting, Sourcing

7:30 - 8:30 a.m.

Breakfast Breakout | Hiring Top Sales Talent: There's Got to Be a Better Way!

Presenter: Steve Heroux, Founder/CEO, The Sales Collective

Having a skilled and motivated sales team is crucial for the success of your company. However, finding and hiring top sales talent can be a daunting and challenging task. That's why we've designed this workshop to help you learn the strategies and best practices for attracting, identifying, and hiring the best sales professionals for your organization. In this workshop, you'll learn:

• The key traits and characteristics of top sales performers.


• How to implement a hiring tool with a 92% success rate.


• Why Sales DNA is the key to a better hiring process!

Topic: Hiring, Recruiting, Sourcing

7:30 - 8:30 a.m.

Breakfast Breakout | Surviving and Thriving in a Slower Market

Presenter: Jason Kruger, President & Founder, Signature Analytics

With salaries and interest rates high, consumer demand waning, and an increasingly global workforce, business owners need actionable strategies to manage their operations intelligently. The more uncertain the economic environment, the more certain you need to be about the elements in your business you can control. This session will address cost controls, budgeting strategies, company-wide financial self-auditing, and effective scenario planning. You’ll take away a host of tools and action items to lower costs, increase profitability and run your business smarter.

Topic: Financial Management

7:30 - 8:30 a.m.

Breakout Breakout | No Stone Left Unturned: Optimize Optionality with Financial Planning

Presenter: Paul J. Brahim, CFP®, AIFA, Managing Director & SVP - Financial Advisor, Wealth Enhancement Group | Vistage Member

Does your financial plan give you optionality? Do you have the freedom to walk away from your business without having to sell it? Entrepreneurs excel at planning for the future of their businesses, but they often neglect their personal finances. Great outcomes don’t just happen – they require thoughtful planning and a keen understanding of your goals and priorities. In this session, you’ll learn how a real-life Vistage member with a 60-year-old family-run business created optionality using integrated, time-tested principles of tax, estate and investment planning.

Topic: Financial Management

7:30 - 8:30 a.m.

Breakfast Breakout | Get What You Want From Your Business and Live Your Ideal Life

Presenter: Philip Pfeifer, Certified EOS Implementer, EOS Worldwide

In this interactive workshop, Certified EOS Implementer™, Philip Pfeifer, will facilitate a fun and engaging accelerator session on EOS®. Here's what you will get:

• Learn how to break through the ceiling and transform your business, your team, and ultimately your life.


• Receive a workbook, with simple, practical tools you can use in your business right away.

This is not a "talk" but rather a facilitated roundtable where you can ask questions, hear from peers and go to work on your business.

Walk away with more confidence, energy, and a simpler perspective on your business.

Topic: Leadership: Mission, Vision, Purpose

12:30 - 1:30 pm

Lunch Breakout | M&A Is Dead – How To Prepare Now To Monetize Your Business When the Time Is Right

Presenter: Ryan Bristol – Managing Director-Wealth Management, UBS Financial Services Inc.

The volume of mergers and acquisitions is at a multi-year low.  As a business owner, you are hyper-focused on navigating the turbulent environment. In this session, we will help you take a step back and ask “What’s Next?” We’ll bring expert insights on personal, business and life planning before the sale or transition of your business.

Topic: Exit & Succession Planning

12:30 - 1:30 pm

Lunch Breakout | It’s Your Biggest Investment—of Time, Emotion, and Money: If You Sell Your Company, Sell it Well

Presenter: Matt Zimmer, Global Head of Investment Banking & Matt Gilmore, Managing Director & Partner, 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. 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 transaction process, investor types, and keys to success


• Common missteps to avoid

Topic: Financials: Mergers & Acquisitions

12:30 - 1:30 pm

Lunch Breakout | Upskill Your Workforce and Build a Future-Ready Business

Presenter: Sarah Grimstead, Regional Vice President, Insperity

In today’s post-pandemic landscape, a company’s path to success depends on the quality, adaptability, and resiliency of its people. Upskilling your workforce is an important place to start.
In this session, participants will learn:

• Why upskilling your workforce matters, and the benefits to your organization


• The employee attributes you should prioritize


• How to get started with upskilling


• What to watch out for

Topic: Talent Management: Retention & Engagement

12:30 - 1:30 pm

Lunch Breakout | CEO's Candid Guide to Right People, Right Job, Right Fit To Scale the Business

Presenter: Advisors from Culture Index

Join the Culture Index team to reveal the true fit of your executive team and leaders- who is in the right seat and who is not? Do you have the right team in place to scale your business? Not getting the top and bottom line growth by not hiring and obtaining the right team? In this session, you will be prepped to utilize data to make more objective human decisions in securing the right talent in order to drive sustainable growth. Walk away with new insights, tips, and practices to implement into your business and better align your people.

Topic: Communication & Alignment

12:30 - 1:30 pm

Lunch Breakout | How To Build a Business That Rapidly Scales and Grows

Presenter: Howard A. Lim, Business and Brand Architect, HOW CREATIVE

Emphasizing the valuable lessons learned from his business development and branding experiences, Howard A. Lim tailors his breakouts to suit Vistage members' specific needs and challenges. Mr. Lim uses client case studies from his years building multi-million to multi-billion dollar companies to demonstrate how blending strategic business planning with innovative branding solutions accelerates growth, brand equity, profitability, and value while attracting high-quality employees and loyal customers.

Key Takeaways:

• Create a company culture that attracts and retains top talent and customers


• Use disruptive scaling and growth strategies to create a greater ROI


• Construct a culture that resonates with top talent and loyal customers

Topic: Customer Engagement: Market Development

12:30 - 1:30 pm

Lunch Breakout | Winning the War for Talent: A CEO’s Guide to Building a Competitive Workforce

Presenter: Dr. Eli Castle & Alex Ham, CEOs, TalentCompass

Discover why talent is crucial for gaining a sustainable advantage in today's economy and how data-driven insights can improve your talent acquisition process.
In this session you will:

• Gain a better understanding of the current labor market.


• Explore practical strategies for adapting to a changing talent landscape.


• Learn how to update your intuition-based hiring practices with a repeatable, predictable, and scalable recruiting process.


• Drive growth and position your organization for long-term success.

Topic: Hiring, Recruiting, Sourcing