San Diego 2024
Wednesday, October 30, 2024 7:15 a.m. - 4:00 p.m. PDT
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.
A Personal Invitation from Chip Conley
Event Speakers
Brian Beaulieu
Consulting Principal & Chief Economist, 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.
Chip Conley
Founder & CEO, Modern Elder AcademyLearning to Love Midlife: Why Leadership and Life Get Better With Age
Maverick entrepreneur Chip Conley will share some of his leadership secrets that have led him to disrupting his favorite industry, hospitality - twice. And now he's doing it again with Modern Elder Academy, the world's first midlife wisdom school with campuses in Baja and Santa Fe. Chip believes that we're moving from the knowledge era in business to the wisdom era in which the strategic differentiator is how companies and leaders metabolize their experience and share it internally. Chip will share about his experience as the mentor to the three Airbnb founders and why intergenerational collaboration is a core part of any successful business today.
Presentation takeaways:
- Why young brains and older brains are so different and how to become a better leader as you age
- How to create a company with healthy "psycho-hygiene" and an effective company culture
- How to scale a business globally while also keeping its soul
Tom Penn
CEO, San Diego FCThe Story and Lessons Behind San Diego FC
Tom Penn is a founding partner of San Diego FC. A sports industry veteran with over 25 years of experience, Tom Penn is nationally known as a sports executive, entrepreneur, and television personality. Previously, Penn co-founded Major League Soccer expansion team LAFC in 2014, serving as President and Co-Owner and spent 11 years as an NBA executive, including four seasons as Vice President of Basketball Operations and Assistant General Manager of the Portland Trail Blazers, and seven seasons as Assistant General Manager and legal counsel of the Memphis Grizzlies.
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.
Breakfast buffet served
A deep dive into the economic forecast facing your market
The Story and Lessons Behind San Diego FC
Lunch buffet served
Learning to Love Midlife: Why Leadership and Life Get Better With Age
Celebrate your community's Vistage Member Excellence Award winners and finalists and connect with fellow peers. Refreshments to be served in the Marketplace
Breakout sessions
7:45 - 8:45 am
Get a Grip: EOS Tools to Clarify and Achieve Your Business Vision
Presenter: Lorie Clements, Expert EOS Implementer and Jon Kludt, Certified EOS Implementer | EOS Worldwide
Attendees of this workshop will walk away equipped with a set of simple, practical tools that can be immediately implemented by you and your leadership team. These tools are designed to help you focus on priorities, clarify issues, and gain traction as a more cohesive and healthier leadership team. We will explore the Six Key Components™ of a successful business, providing proven methods to simplify complex challenges, bring clarity to your vision, and drive your organization toward achieving its goals. This workshop is ideal for leaders seeking to enhance their strategic approach and foster a culture of continuous improvement.
Topic: Business Operations: Productivity & Execution
7:45 - 8:45 am
Is Your Company Investment Grade? 12 Key Factors to Attract an Outsized Valuation
Presenter: Brian Daley, Director of Strategic Partnerships, Founders Advisors
Given today’s dynamic M&A climate, business owners need a candid market perspective on what drives enterprise value.
Join us to learn:
- What it takes to attract an outsized valuation from institutional grade buyers
- A 20 minute market based approach to assess your company’s “investability”
- Top 5 deal breakers and seller missteps
- How to better align operational focus with value creation
Topic: Financials: Mergers & Acquisitions
7:45 - 8:45 am
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? In this breakout you’ll takeaway tools to easily optimize your talent.
Topic: Leadership: Employee Development
7:45 - 8:45 am
Master Sales Hiring: Leverage Analytics & Poker Skills for an Unfair Advantage!
Presenter: Steve Heroux, Founder & CEO [Vistage Member and Speaker] | The Sales Collective
Have you ever hired a salesperson you were convinced would be a superstar, only to find out they aren’t? On average, a single bad sales hire costs your company $1.3 million in lost revenue! Worse, there’s only a 25% chance you’ll hire the right salesperson. There’s a better way!
Learn from the world’s best poker players and their ability to read opponents. Imagine applying those skills to your interviews. How would that transform your hiring process and your company’s success?
In this workshop, you will learn how to:
- Attract and retain top sales talent.
- Get the right salespeople in the right seats using The Sales DNA Test.
- Triple your hiring success rate.
- Avoid being bluffed by candidates!
Topic: Customer Engagement: Sales & Marketing
12:30 - 1:30 pm
Preparing for a Transaction: Business Valuation Trends and Key Drivers
Presenter: Aaron Franzheim, Director and Brandon Leyert, Director | Meridian Capital
Curious about your business’ value and how investors assess it? We’ll explore the key factors influencing business valuations and how external conditions impact worth. You'll gain insights into what investors and buyers prioritize, understand what’s within your control and learn actionable steps to enhance your business value. Plus, discover essential strategies to prepare for a future ownership transition.
Key takeaways:
- Investor and buyer valuation criteria
- Strategies to increase your business value
- Preparing for ownership transition
Topic: Financials: Mergers & Acquisitions
12:30 - 1:30 pm
Break Rules, Find Freedom
Presenter: Jon Chen, Executive Coach | System & Soul
In this breakout, learn how to find freedom as an entrepreneur and avoid getting stuck in the grind of a growing business. We'll deconstruct the myth that personal freedom requires sacrificing what you're building. You'll learn the six shifts required to build an audacious team that will break the limits of what you can build on your own.
Topic: Personal Development: Leadership Competencies
12:30 - 1:30 pm
Every Day is Independence Day: Transforming your Business into Financial Freedom
Presenter: Paul J. Brahim, CFP®, AIFA, Managing Director, SVP - Financial Advisor [Vistage Member] | 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
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
Sponsors
National
Platinum
Gold
Silver
