Sacramento 2023
Wednesday, September 20, 2023 7:15 a.m. - 4:15 p.m. PDT
Event Overview
Experience the entrepreneurial energy of thought leaders all in one room.
The Vistage Executive Summit has been crafted to inspire your leadership, equip you with latest findings in research, future-proof your business with economic insights, and most importantly, build connection with the powerful leaders in your community.
- ITR Economics brings the economic landscape into view and helps leaders navigate the uncertainties ahead.
- Vistage Research shares findings from the CEO Confidence Index to help leaders make better decisions quicker.
- Leadership keynote will wrap up the day on an inspiring and thoughtful note. More details coming soon.
- Thought leaders present breakout sessions on top-of-mind topics with fresh perspectives.
As a Vistage member, enjoy world-class leadership content and the opportunity to meet new faces in your community. Your insight and impact will make the day even more valuable!
The Member Excellence Awards program will celebrate incredible member stories in your community. Winners and finalists will be showcased at the Executive Summit. Learn more and nominate a member today!
Get ready for the day by downloading the My Vistage app and logging in. Expect to access speaker materials and more resources through the app on the day of the event.
Available for Vistage members only.
Event Speakers
Taylor St. Germain
Economist and Speaker, ITR EconomicsA Changing Landscape
Interest rates, inflation, labor, military conflicts, and a presidential election are on the minds of most leaders as they make plans for the rest of 2024 and prepare for 2025. Join us as we look at the trends for 2024, including a weakening economy, lower inflation, and a shift in consumer spending. We will take a look at key markets, both domestic and global. The presentation will give you valuable insights in time to develop tactics and strategies to beat the cycle and prepare for the business cycle rise ahead. Knowing what to watch for and the probable timing of the reversal to rise will give you confidence as you enact plans that enable you to get the most out of 2024 and 2025 while simultaneously getting ahead of your competitors.
Vistage Speaker, Dr. Katherine Jeffery
Generational Strategist
Anne Petrik2022
Vice President of Research, Vistage Worldwide, Inc.Decision Factors 2023: Unleashing Workforce Productivity
CEOs are facing a dynamic set of rapidly evolving factors that will influence their decisions as the post pandemic reality comes into focus. Once an emerging trend, remote work and the demands of an empowered workforce are challenging CEOs to attract and retain high performers. Throughout the day, as emcee, Anne will weave perspectives on how to adapt the workplace to unleash workforce productivity with the latest data and insights from Vistage Research.
Check-in and pick up your badge. Breakfast buffet served in the Marketplace.
- A Deep Dive into the Power of Executive Benefits
- Eliminate Hiring & Management Mistakes; How Data Analytics Save Time & Money
- The Top 10 Sales Drivers
A deep dive into the economic issues facing your market.
Visit sponsors and the wider Vistage community in the Marketplace.
Meet Vistage peers in a structured networking activity.
Lunch buffet served in the Marketplace.
- 12 Missteps to Avoid When Selling Your Business
- Systematize Marketing for Scale and Growth
- Growth Without Pain: A Smarter Way to Scale Operations
Navigate generational complexities as five generations work side-by-side with next-day implementations.
Celebrate your community's Vistage Member Excellence Award winners and finalists and connect with fellow peers. Refreshments to be served in the Marketplace.
*agenda subject to change
Breakout sessions
7:45 - 8:45 AM
Breakfast Session | A Deep Dive into the Power of Executive Benefits
Presenter: Bob Nienaber, CEO, benefitRFP
Learn how using executive benefits properly can greatly reduce negative cash flows related to executive compensation. Also learn how using proper tax and regulations aligned with financial AI technology can create profitability for sponsoring companies. Plan audits are free, cost savings average millions in reclaimed shareholder equity.
Topic: Talent Management: Executive Benefits
7:45 - 8:45 AM
Breakfast Session | Eliminate Hiring & Management Mistakes; How Data Analytics Save Time & Money
Presenter: Barry Shulman, Principal, Shulman Associates Search Services, Inc., Premier Certified Partner from PI
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? In this breakout you’ll takeaway tools to easily optimize your talent.
Topic: Talent Management: Hiring, Recruiting, Sourcing
7:45 - 8:45 AM
Breakfast Session | The Top 10 Sales Drivers
Presenter: Jim Hardwick, Chief Community Officer, Sales Xceleration
Do any of these statements sound familiar to you?
- My sales have been declining.
- Too much of my annual revenue comes from a couple of clients.
- I can’t find the right salesperson.
In this breakout session we’ll deep dive into maximizing your organization’s potential through a service-focused mentality. Join us to learn the top 10 sales drivers your organization should concentrate on to move your business forward and gain knowledge on how to fix issues that frustrate many business leaders worldwide.
Topic: Customer Engagement: Sales & Marketing
12:35 - 1:35 PM
Lunch Session | 12 Missteps to Avoid When Selling Your Business
Presenter: Robert Hild, CEO & Chairman, ACT Capital Advisors
Looking to sell your business? Unlock the path to a successful exit by avoiding common missteps business owners make that leave money on the table. Join us to learn:
- 12 common missteps when selling your business
- How to avoid these missteps and gain practical strategies for a successful sale
- The importance of selecting the right advisor
- Key actions you can take to maximize your business’ value
- Real-life scenarios and expert guidance as Bob equips you with the tools to maximize your business's value and achieve a seamless transition.
- Learn how to secure the future you’ve worked hard to build
Topic: Financials: Mergers & Acquisitions
12:35 - 1:35 PM
Lunch Session | Systematize Marketing for Scale and Growth
Presenter: Angela Pointon, President & CEO, 11outof11 Marketing Agency
This insightful session will explore the rarely-discussed systems and processes that are critical to scale marketing and aid in the growth of your company. The session will highlight how to get the most out of:
- rhythmic marketing instead of random bursts
- documented marketing strategies and processes
- marketing that truly aligns with how your company will grow
Together, we'll review a case study of one organization that grew rapidly by following the practices covered in this session and broke into an underserved market. Participants will leave with an actionable vision for marketing and how to achieve faster growth.
Topic: Customer Engagement: Sales & Marketing
12:35 - 1:35 PM
Lunch Session | Growth Without Pain: A Smarter Way to Scale Operations
Presenter: Greg Deitch, CEO & Jeremy Stephens, Vice President, Fluent Consultants
This session is for executives who find that with growth their processes don't work as well as they once did. In this session attendees will learn:
- Common challenges faced by growing businesses
- 5 Keys to sustaining growth: Productivity, Insights, Speed, Scalability and Differentiation
- Techniques for using technology to drive business strategy
- How to know if you have a true technology leader
Topic: Business Operations: Technology
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