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South Central PA 2024

Hosted in Harrisburg Tuesday, March 5, 2024 7:15 a.m. - 4:00 p.m. EST

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


Taylor St. Germain

Economist and Speaker, 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.


Scott Lesnick

Global Leadership Keynote Speaker, CSP, Certified Speaking Professional and Author

Unleashing the Power of Security, Leadership and Resilience: Embrace the Never Give Up Mindset

As someone who successfully devised and executed a daring plan to rescue his two small children kidnapped to the Middle East, Scott has firsthand experience in facing extreme challenges and conquering seemingly insurmountable odds. The journey he undertook not only tested his resolve and strength of conviction but also taught invaluable lessons in tenacity and persistence. By sharing his story and drawing upon the principles of grit exemplified by trailblazers such as Ernest Shackleton and Dr. Angela Duckworth, he will inspire and motivate you to tap into your own reservoirs of resilience and determination. Scott offers a unique and inspiring perspective on navigating change and overcoming obstacles and will provide a comprehensive framework for understanding and implementing effective strategies for both your personal and professional lives.


Agenda

Sheraton Harrisburg Hershey Hotel

7:15 am
Event opens

7:45 am
Breakfast Sessions with industry experts

Breakfast buffet served

  • CEO's Candid Guide to Right People, Right Job, Right Fit To Scale the Business
  • Software Simplified: A CEO's Guide to Navigating Your Next Tech Project
  • M&A Playbook, Raising Capital, Acquisitions, and Business Exits
  • Strategy Execution: Overcoming the 3 Most Common Roadblocks to Reaching Your Goals

  • 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
    Vistage Research & Networking

    12:00 pm
    Lunch
    Buffet lunch served in the Marketplace.

    12:30 pm
    Lunch Sessions with industry experts

  • The "People Component", How to Define Roles and Create Accountability
  • Reaching New Heights: Unlocking Six Financial Functions for Growth
  • Transforming Your Business Through Intelligent Process Automation
  • Getting the Most for Your Life’s Work: Consideration for Enhancing Post-Transition Value
  • Experience Vistage (by invitation only)

  • 1:30 pm
    Break

    1:40 pm
    Leadership Speaker | Scott Lesnick
    Unleashing the Power of Security, Leadership and Resilience: Embrace the Never Give Up Mindset

    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

    Breakout sessions

    7:45 - 8:45 a.m.

    CEO's Candid Guide to Right People, Right Job, Right Fit To Scale the Business

    Presenter: Advisors from Culture Index

    Join the Culture Index team to reveal the true fit of your executive team and leaders- who is in the right seat and who is not? Do you have the right team in place to scale your business? Not getting the top and bottom line growth by not hiring and obtaining the right team? In this session, you will be prepped to utilize data to make more objective human decisions in securing the right talent in order to drive sustainable growth. Walk away with new insights, tips, and practices to implement into your business and better align your people.


     


    Topic: Leadership: Communication & Alignment

    7:45 - 8:45 a.m.

    Software Simplified: A CEO's Guide to Navigating Your Next Tech Project

    Presenter: Nick Damoulakis, President and CEO, Orases

    Do you have a major technology project in the pipeline that could revolutionize or sink your organization? Are you searching for steps to ensure that your decision is the most beneficial for your company? We offer a strategic framework to navigate the crucial 'build versus buy' decision in software.



    • Highlighting the importance of aligning software decisions with your company's goals, culture, and leadership style.

    • Introducing an innovative decision-making framework to evaluate custom software development against off-the-shelf solutions, along with sharing the true benefits and drawbacks of each.

    • Providing valuable resources and tools to empower Vistage members to effectively implement this framework in their organizations.


    Topic: Business Operations: Technology

    7:45 - 8:45 a.m.

    M&A Playbook, Raising Capital, Acquisitions, and Business Exits

    Presenter: Iliya Zogovc, Founder & CEO - Gregory Shalov, Founder and Managing Partner, DBD Investment Bank

    DBD Partners' founders are set to provide a comprehensive overview of corporate finance essentials. Whether you're seeking capital for your business, aiming to acquire other companies to meet strategic goals, or preparing for an exit, this crash course covers the fundamental aspects. During this session, Gregory and Iliya will guide us through dos and don'ts, highlight critical mistakes to steer clear of, and delve into key terms and concepts crucial for successful corporate finance transactions.



    • How to raise capital and private debt in this economic environment.

    • Guide to successfully acquire companies.

    • How to maximize value when planning a business exit.


    Topic: Financials: Mergers & Acquisitions

    7:45 - 8:45 a.m.

    Strategy Execution: Overcoming the 3 Most Common Roadblocks to Reaching Your Goals

    Presenter: Alex Bartholomaus, CEO, People Stretch Solutions

    This program will focus on improving your strategy execution and performance against goals by teaching you how to overcome the 3 most common roadblocks to reach them:



    • Improving your strategic inputs.

    • How to articulate your goals (OKR, EOS, etc).

    • Aligning business results with performance management and compensation.


    Topic: Leadership: Strategic Planning

    12:30 - 1:30 p.m.

    The "People Component", How to Define Roles and Create Accountability

    Presenter: Brian Blatchley

    We are going to take a deeper dive into the "People Component" of EOS to explore:



    • Right Structure

    • Right People

    • Get it, want it, and capacity


    Topic: Talent Management: Performance Management / HR

    12:30 - 1:30 p.m.

    Reaching New Heights: Unlocking Six Financial Functions for Growth

    Presenter: Nelson Tepfer

    Your company started with an idea; now it is an organization. As it grows, the skill-and-resource gap begins to widen between what your company needs for smart growth. This comes with a cost. Did you know that your financial operations is built around 6 different yet interconnected functions? In this session, we discuss these different areas and help you identify where your organization may be holding you back or even putting company growth at risk, despite all good intentions. Understanding what you are missing in your framework for financial management will support you achieving your strategic, financial, and operational goals.


     


    Topic: Financials: Financial Management

    12:30 - 1:30 p.m.

    Transforming Your Business Through Intelligent Process Automation

    Presenter: Advisors from Ignite IPA

    Are you worried about hiring/retaining staff? Are you nervous about inflation or a potential recession/depression? Are you looking to grow your business but are concerned about the increased costs? Leveraging automation can help companies of all sizes support their corporate strategy and achieve high ROI by reducing expenses, avoiding costs, accelerating revenue, and creating more efficient business processes. In this session you will learn about intelligent process automation technologies, and how other companies have leveraged them to achieve higher margins. Opt-in-participants will receive a complimentary opportunity identification assessment focused on creating a quantifiable pipeline of value-based automation opportunities.


     


    Topic: Business Operations: Technology

    12:30 - 1:30 p.m.

    Getting the Most for Your Life’s Work: Consideration for Enhancing Post-Transition Value

    Presenter(s): Mark Uehling – Senior VP, Tim Uehling – VP, Christopher McCullough – Wealth Planning Strategist


     


    Planning for a business transition can be daunting as it is typically a new process and just might be the biggest transaction in a business owners life. Learn about different types of buyers, considerations when planning for a transfer,  maximizing value, and how to plan for your future beyond the transition.


    Topic: Personal Development: Exit & Succession Planning


    Sponsors





    Location

    Sheraton Harrisburg Hershey Hotel
    4650 Lindle Road
    Harrisburg, PA