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Cleveland 2024

Wednesday, November 20, 2024 7:15 a.m. - 4:00 p.m. EDT

Beyond Limits

Going above and beyond is ingrained in everything you do. You know it takes determination to push beyond conventional limits. Every day you navigate through uncertainty and respond to emerging challenges – pushing the boundaries of your leadership.

The Vistage Executive Summit is just one stop on your limitless journey to explore new horizons, embrace innovation and pursue ambitious goals. Breakthrough results happen when you redefine limitations and go beyond what you thought possible. Join like-minded peers who refuse to be confined to the well-worn path and unlock your full potential.

Break free from traditional thinking. Challenge the status quo. Propel your leadership to the next level.

Event Speakers


Connor Lokar

Speaker and Senior Forecaster, ITR Economics

A 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.


Dr. Katherine Jeffery

Generational Strategist

The Generational Shift: Moving Forward Together

Becoming a learning organization and building a culture where people feel safety, belonging, commitment to the vision, and a spirit of collaboration is essential to long-term success in today’s world. With 5 generations present in the workforce and the huge tensions that exist across these generations, developing culturally intelligent leaders who are adept at bringing out the best in their generationally diverse teams can be a challenge, but once accomplished, it will reduce this tension and allow for a more psychologically safe workplace. Regardless of the workplace sector you find yourself in, the rapid change of today’s world has left all of us needing to understand our intergenerational teams in a more comprehensive and empathetic manner. One thing we can be sure of is that all employees desire to work under managers who create a safe space for them to flourish. Are you able to ensure this for your employees on multi-generational teams? You are not alone if you are wondering how to decrease the tension across the generations and desire to build a culture where every generation can thrive.


Anne Petrik

VP of Research, Vistage Worldwide, Inc.

As Emcee, Anne will share key data and insights from the latest Vistage CEO Confidence Index. This Index, derived quarterly from surveys completed by Vistage members nationwide, has been identified by ITR Economics as a leading indicator of U.S. Industrial Production Index trends, predicting changes 9 months in advance.

Agenda

Cleveland Marriott Downtown at Key Tower

7:15 AM
Event Opens

7:45 AM
Breakfast Sessions with Industry Experts

Breakfast buffet served

  • Maximize the Transferrable Value of Your Business
  • The Scalable Business Framework: Scale and Grow with Salesforce and Hubspot
  • Mastering Business Growth: The Unavoidable Stages of Development
  • The CEO's Guide to Strategically Scaling Sales

8:45 AM
Break

9:00 AM
ITR Economics
A deep dive into the economic forecast facing your market.

10:35 AM
Break

11:05 AM
Business Research

11:35 AM
Lunch

12:10 PM
Lunch Sessions with Industry Experts

  • The Value Creation Formula: Build the Company Everyone Wants to Buy
  • Navigating the Seas of Business: Map your way to better profits
  • Pay Less, Earn More: The Huge Tax Benefit No One Told You About
  • The New Talent Playbook: How Innovative Business Owners are Igniting Growth & Profits

1:10 PM
Break

1:20 PM
Connection Activity

2:00 PM
Leadership Speaker | Dr. Katherine Jeffery
The Generational Shift: Moving Forward Together

3:25 PM
Community Reception
Celebrate your community's Vistage Member Excellence Award winners and finalists and connect with fellow peers. Refreshments to be served in the Marketplace.

4:00 PM
Event Close

*agenda subject to change

Breakout sessions

7:45 - 8:45 a.m.

Maximize the Transferrable Value of Your Business

Presenter: Mike Silverman, Shareholder and Matt Clark, Shareholder | Dentons

 


The value of your business has been created through decades of hard work and is typically the largest asset in your personal net worth statement - often representing 80% or more. In this session we’ll define the building blocks for creating, growing and protecting the transferrable value of your business.


We will focus on the proven components of a well-designed exit plan:



  • Defining goals

  • Eliminating risks

  • Protecting the value of the business

  • Designing Incentive Compensation and Retention Agreements

  • Creating key value drivers

  • Implementing a growth plan, a financial plan, a succession plan and an exit plan


Topic: Personal Development: Asset & Estate Planning

7:45 - 8:45 a.m.

The Scalable Business Framework: Scale and Grow with Salesforce and Hubspot

Presenter: Michael Johnson, Director of Growth | Fast Slow Motion

 


Gain insights from the experience of hundreds of companies across different industries to highlight the fundamental principles of scalable systems. These systems are the methods that businesses use to drive their growth utilizing the Salesforce and Hubspot platforms. Obtain actionable insights into common mistakes that companies make that hinder their growth. Leave with a framework to analyze your business and identify opportunities to gain better control over your future using tools you likely already own.


 


Topic: Business Operations: Technology

7:45 - 8:45 a.m.

Mastering Business Growth: The Unavoidable Stages of Development

Presenter: Kris Snyder, Chief Revenue Officer | Ninety.io

Explore the Stages of Development that every business must navigate to achieve sustained success. Understanding these stages, and the associated implications, empowers you to effectively steer your organization towards market leadership and operational excellence.
Presented by Kris Snyder, Chief Revenue Officer of Ninety.io. This session will show you how to:



  • Understand the essential stages of development

  • Identify your current stage of development and the strategic focus required to reach the next level

  • Unpack the 9 Core Competencies and how mastery of each can impact your organizational growth

  • Equip yourself with the knowledge to apply foundational frameworks that have propelled thousands of businesses to success


Topic: Business Operations: Productivity & Execution

7:45 - 8:45 a.m.

The CEO's Guide to Strategically Scaling Sales

Presenter: Frank Niekamp, Managing Partner | SalesStar

 


Unlock the secret to scalable, measurable, and predictable sales growth in this exclusive session designed for CEOs. Learn how to build a strategic sales system that drives consistent results and empowers your sales force. Attendees will leave with actionable takeaways:



  • Proven methodologies to streamline sales processes and drive consistent results.

  • Strategies to leverage data for better decision-making and measurable outcomes.

  • Insights to achieve sustainable growth and elevate your company's performance.


This session is for CEO's who want a clear path to building a strategic sales system that is scalable, measurable, and predictable.


 


Topic: Customer Engagement: Sales & Marketing

12:10 - 1:10 p.m.

The Value Creation Formula: Build the Company Everyone Wants to Buy

Presenter: Jim Canfield VP of Strategic Relationships | Class VI Partners

 


For most company owners the value of their business is the most significant asset they hold. In fact, recent research showed that for most business owners their ownership in the company represented 85-95% of their net worth. So, the question we face as owners is how we accomplish three objectives:



  1. Creating a growing and scalable business

  2. Increasing the value of the business

  3. Making the business easier and more fun to run and lead


Jim will present a formulaic approach to address these three objectives and will explore concepts and tools that when applied produce results.


 


Topic: Financials: Mergers & Acquisitions

12:10 - 1:10 p.m.

Navigating the Seas of Business: Map your way to better profits.

Presenter: Derrick Mains, CEO | The Process Fixer

 


You’ve set sail on an epic voyage called business and to navigate to your final destination you can select one tool: a PowerPoint deck, a spreadsheet, or a map. Which do you choose to determine the routes, to tell you about hidden reefs, currents, and stormy waters? Maps are the only tool for this job. So where are yours? If you lack them you’re adrift, rudderless on the verge of mutiny with no clear path to your goal. Don’t let tides control your destiny, take the helm and steer your business toward profitable waters.


Topic: Business Operations: Productivity & Execution

12:10 - 1:10 p.m.

The New Talent Playbook: How Innovative Business Owners are Igniting Growth & Profits

Presenter: Robert Levin, Co-Founder and Chairman | WorkBetterNow

 


 


The talent crisis is impacting growth for small and midsize businesses (SMBs) across the U.S. With more job openings than skilled candidates, SMBs are dealing with long hiring cycles, rising salary demands, and declining productivity.


 



Rob’s tailored strategies support SMBs in meeting these unique challenges. Leveraging his expertise in remote talent, he offers innovative approaches for finding skilled candidates, improving productivity, and staying competitive in talent retention. He also shares actionable tips for hiring, integrating, and managing remote teams while underscoring the necessity of AI and automation.


 


Topic: Talent Strategies: Leadership - Hiring Recruitment & Sourcing

12:10 - 1:10 p.m.

Pay Less, Earn More: The Huge Tax Benefit No One Told You About

Presenter: Kimberly Ellis, Sr. Program Manager | Fisher Retirement Solutions

 


During this session we will discuss how business owners can leverage the company retirement plan to reduce their taxes!


Topic: Business Operations: Risk Management


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