7:45 - 8:45 am

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.


• Articulating your goals (OKR, EOS, etc) through writing.


• Aligning business results with performance management and compensation.

Topic: Leadership: Performance Management/HR

7:45 - 8:45 AM

Transforming Your Business Through AI & Intelligent Automation

Presenter: Mark Shivers, Founder & CEO, Ignite IPA and Nick Tabone Head of Client Education, 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? Are you sick and tired of hearing about how great AI is, but never seeing the financial impact as a result.

Leveraging intelligent process 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.

Topic: Business Operations: Technology

7:45 - 8:45 AM

Are You Driving Long-Term Value for Your Company Through an Acquisition Strategy

Presenter: John Bly - South Atlantic Regional Leader | Manufacturing, International, and Technology | Tax Partner and Jim King, Northeast Real Estate | Real Estate Tax Partner

In this breakout session, participants will learn:

• Why an acquisition strategy is important for growth.


• Timing is everything; Know the market and know when you’re ready.


• Perception about the risks of an acquisition and demystifying it.


• How to get ready to scale (accelerate value creation through acquisition).

Topic: Financials: Financial Management

7:45 - 8:45 AM

The Top 10 Sales Drivers

Presenter: Tom Gardner, Chief Community Officer, Sales Xceleration

Do any of these statements sound familiar to you?

• My sales have been declining.


• Too much of my annual revenue comes from a couple of clients.


• I can’t find the right salesperson.

In this breakout session we’ll deep dive into maximizing your organization’s potential through a service-focused mentality. Join us to learn the top 10 sales drivers your organization should concentrate on to move your business forward and gain knowledge on how to fix issues that frustrate many business leaders worldwide.

Topic: Customer Engagement: Sales & Marketing

7:45 - 8:45 AM

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: Infrastructure

7:45 - 8:45 AM

Turn on the Financial Headlights: Maximize Your Profitability & Success

Presenter: K. Scott Crawford, Partner, Preferred CFO

The future can't be predicted, but with proper tools and strategies, businesses can “Turn on the Headlights,” increasing their opportunity for prosperity while reducing risk of failure. In this session, Scott Crawford of Preferred CFO presents tools and strategies that help stakeholders elevate their company's fiscal health, confidence, and strategy by:

• Understanding the importance and intricacies of a forward-facing financial strategy—and how to execute it.


• Evaluating a financial teams' capabilities and ability to provide actionable information. 


• Tracking the right metrics to better inform the future.


• Harnessing the power of forecasting to more confidently achieve goals through data-backed decision making.

Topic: Financial Management

12:30 - 1:30 PM

Is Your Company Investment Grade? 12 Key Factors to Attract an Outsized Valuation

Presenter: Wesley Legg, President / Partner, 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

12:30 - 1:30 PM

B2B Marketing Revolution: Your Battle Plan

Presenter: Lori Turner-Wilson and Jee Vahn Knight, CEO & VP, RedRover Sales & 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 projection.

Topic: Customer Engagement: Sales & Marketing

12:30 - 1:30 PM

Insider Threats - What to do When the Bad Guy is on Payroll

Presenter: Chris Brescia, CEO, Freshtech.IT

Three real life horror stories of what happens when the Threat Actor (cyber bad guy) is on Payroll. A practical look at how three employees held their companies hostage and what to do when the cybersecurity threat is way closer than you realize.

• An ex-CEO who nuked everything on his way out.


• An ex-Partner who stole data from the cloud.


• An ex-IT admin with everyone’s passwords.

Whether you’re relying on an in-house team, an outsourced provider, or simply going it alone, learn the strategies successful organizations are using to avoid breaches, mitigate risk, and significantly improve their odds of survival.

Topic: Business Operations - Technology

12:30 - 1:30 PM

Reaching New Heights: Unlocking Six Financial Functions for Growth

Presenter: Nelson Tepfer, ProCFO

Your company started with an idea, and as it’s grown you face different challenges. Do you have the insights and people needed to make informed decisions to grow strategically?

In this session, we discuss the six financial functions your company needs in order to continue your ascent.  You will learn:

• The six essential financial function that every business needs to grow.


• The difference between financial functions and financial responsibility.


• What your business might be missing in terms of the financial skill set and framework required to grow.

Topic: Financial Management

12:30 - 1:30 PM

Access Founder-Friendly Capital: Benefits of Non-Control Minority Investments

Presenter: Matt Zimmer, Global Head of Investment Banking, William Blair / Tobin Ryan, Partner, Seidler Equity Partners

Ever considered taking outside capital (partial monetization event, inactive shareholder redemption and/or growth) but don’t want to give up control or take on debt? Discover the power of minority equity investments and how the right partner can accelerate the growth of a founder-owned business. Join us for insights into the advantages of non-control transactions and how they provide long-term time horizon flexibility while creating significant value.

Takeaways include:

• Real-world success stories of minority investments with founder-owned businesses.


• Key characteristics of non-control transactions and how to identify the right partner.


• Understand the spectrum of transaction types and how they solve a founder’s challenges.

Topic: Financials: Mergers & Acquisitions

12:30 - 1:30 PM

Optimize Your Financial Plan for Your Business

Presenter: Paul J. Brahim, CFP®, AIFA | Managing Director, SVP - Financial Advisor, Wealth Enhancement Group, Vistage Member

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: Financial Management