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
A Changing LandscapeA 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
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
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.
Breakfast buffet served
- Maximize the Transferrable Value of Your Business
- The Scalable Business Framework: Scale and Grow with Salesforce and Hubspot
- Meetings Shouldn't Suck: Learn How to Make the Most of Everyone's Time
- The CEO's Guide to Strategically Scaling Sales
A deep dive into the economic forecast facing your market.
- The Value Creation Formula: Build the Company Everyone Wants to Buy... And You Don't Want to Sell
- Rethinking Talent – The Updated Playbook for Today’s Workforce
- More coming soon!
The Generational Shift: Moving Forward Together
Breakout sessions
7:45 - 8:45 a.m.
Maximize the Transferrable Value of Your Business
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
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.
Meetings Shouldn't Suck: Learn How to Make the Most of Everyone's Time
Tired of unproductive meetings? Discover how billions of hours are wasted each year and the toll it takes on your organization. Designed for business leaders, this talk will equip you with strategies to create intentional meeting rhythms that boost productivity, engagement, and accountability. Transform meetings from dreaded time-wasters into powerful, essential gatherings. Don’t let your meetings suck — make them count!
Topic: Business Operations: Productivity & Execution
7:45 - 8:45 a.m.
The CEO's Guide to Strategically Scaling Sales
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
12:30 - 1:30 p.m.
The Value Creation Formula: Build the Company Everyone Wants to Buy... And You Don't Want to Sell
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:
- Creating a growing and scalable business
- Increasing the value of the business
- 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
12:30 - 1:30 p.m.
Rethinking Talent – The Updated Playbook for Today’s Workforce
In today's rapidly evolving job market, the talent crisis is casting a shadow over the potential growth of small and midsize businesses (SMBs) in the US. Job openings are surging, surpassing the number of available skilled workers, resulting in a vicious cycle of long hiring times, skyrocketing salary expectations, dwindling efficiency, and declining productivity of the US workforce- especially for SMBs.
In response to the talent crisis, SMBs should reevaluate their hiring strategies. Through his deep expertise in remote talent integration and management, Rob offers tailored, innovative solutions that meet today's unique challenges.
Sponsors
National
Platinum
Gold
Silver
