7:45 - 8:45 AM

Personalized Approach to Longevity: Advanced Testing and Lifestyle Interventions

Presenter: Dr. Mike Stone, Senior Physician & Chief Education Officer | Wild Health

1. Precision Health Diagnostics: Delve into advanced testing techniques that provide unique health insights, setting the stage for personalized longevity plans.


2. Customized Lifestyle Plans: Discover how tailored interventions, designed from your specific health profile, can enhance your healthspan and optimize performance.


3. Long-Term Vitality: Learn strategies to maintain peak health and performance, ensuring sustained resilience and optimal well-being in both professional and personal spheres.

Topic: Personal Development: Wellness

7:45 - 8:45 AM

Build a Future-Ready Workforce

Presenter: Sarah Grimstead, Regional VP | Insperity

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

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


• The employee attributes you should prioritize 


• How to get started with upskilling and reskilling


• What to watch out for

Topic: Talent Management: Retention & Engagement

7:45 - 8:45 AM

Financial automation and the Office of the CFO

Presenter: Guy Cartwright, Advisor | Ramp

• Data, technology, and AI within the Office of the CFO: how modernization can empower your Finance executives and drive informed financial decisions


• Financial automation as a lever to unlock growth: best practices in finance ops automation to drive focus and efficiency in your Finance org


• Capital allocation behind strategic initiatives: fintech infrastructure required to free up employees’ time for strategic work


• Ramp Q2 Spending Benchmark Report: insights into what AI, finance, and collaboration tools businesses are investing in

Topic: Financials: Financial Management

7:45 - 8:45 am

Uncovering the Truth: Self-Funding with a Captive

Presenter: Rob Hamilton, Michael Schroeder & Sam Walters, EVP of Sales, Founder & President, Regional Practice Leader | Roundstone

Are you tired of skyrocketing health insurance costs but unsure of alternative funding models? By exploring the benefits of self-funding with a captive, you'll learn how this approach can help lower costs and enhance employee health benefits. Gain insights into how self-funding provides greater control and transparency over your health plan, empowering you to make informed decisions. Join us in this educational session, as we explore the top 5 misconceptions about self-funding and how this model can be a strategic tool for achieving sustainable, long-term success in managing your healthcare costs.

Topic: Business Operations: Risk Management

7:45 - 8:45 AM

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: Leadership: Employee Development

12:30 - 1:30 PM

The Nine Steps To a Much Longer Life with Robust 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:

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


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


• The average lifespan of US adults is 76 years, and the average health span is only 63 years. This presentation shows how to gain 23 years of lifespan and 37 years of health span.


• Taking care of your team today contributes to greater success tomorrow.

Topic: Personal Development: Wellness

12:30 - 1:30 PM

Optimize Your Financial Plan for Your Business

Presenter: Joseph St. Thomas, CFP®,CEPA,APMA® | Wealth Enhancement Group

Do you have the freedom to walk away from your business without selling it? In this session, you’ll learn invaluable tools and strategies to optimize your financial plan, increase your options and freedom. Learn from the firsthand experience of a Vistage member who successfully created optionality in a 60-year-old family business using integrated tax, estate, and investment planning strategies.

Topic: Financials: Financial Management

12:30 - 1:30 PM

B2B Marketing Revolution: Your Battle Plan

Presenter: Lori Turner-Wilson & Jee Vahn Knight, CEO & VP | RedRover Sales and Marketing Strategy

This intensive workshop unveils the proven, scientific 12 Battles™️ Framework for crafting powerful marketing strategies that deliver a surefire, predictable marketing ROI. Elevate your marketing team to perform at unprecedented levels giving them the conviction to stand behind their projections. Leave behind the trial-and-error approach that wastes precious resources; sculpt a fail-proof marketing machine capable of scaling.

• Uncover powerful customer insights that impact your ability to generate predictable outcomes.


• Dive into attribution modeling to make strategic decisions about your marketing investment.


• Level up your team and agency to stand behind their marketing projections – tying their compensation to marketing ROI projections.

Topic: Customer Engagement: Sales & Marketing

12:30 - 1:30 PM

Elevate Your Brand: Proven Strategies for Billion-Dollar Growth

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

Howard A. Lim, a Business and Brand Architect™, tailors his Vistage seminars for B2B, B2C, or hybrid audiences. With 37 years of experience, Mr. Lim uses evidence-based case studies to connect with members' goals and challenges. His presentations provide actionable insights to empower members to overcome obstacles and achieve business success. Key Takeaways

1. Updating to a Relevant Business Model: Adapting strategies to align with current market trends.


2. Brand Positioning and Identity: Establishing a unique market identity and dominating the competition.


3. Understand how a powerful brand can open new revenue streams and facilitate business expansion.

Topic: Customer Engagement: Marketing

12:30 - 1:30 PM

Build the Business You Actually Want

Presenter: Justin McCorkle, Business Coach & Advisor | System & Soul

You built a business in order to pursue freedom, but has it become a prison? In this breakout session, we will explore how to build a business and leadership team that allows you to achieve the freedom you want, improve the lives of others, and leave a legacy you are proud of. By learning to go beyond limits, you can unlock new possibilities for growth and success, transforming your business into a vehicle for personal and professional fulfillment. Every attendee will receive a copy of the recently released book: Renegades: Break Rules. Find Freedom.

Topic: Business Operations: Productivity & Execution

12:30 - 1:30 PM

Building Predictable and Scalable Revenue

Presenter: Pranav Dalal, CEO & Founder | Office Beacon LLC

• Disruption in various industries


• The best methods to test the strength of your unique selling proposition Out-of-the-box channels to focus lead-generation efforts on


• Discussion of innovative marketing ‘hooks’

Topic: Customer Engagement: Market Development