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Houston Executive Summit

Wednesday, May 14, 2025 7:15 a.m. - 3:50 p.m. CDT

Beyond Limits

You’re not just a CEO. You’re a visionary, driven to grow faster, scale smarter and lead with purpose. To climb higher, you dig deeper and tap into collective wisdom.

The climb isn’t a solo journey. It thrives on the strength of a global network – from your Chair, to your group, to peak-performing peers. The Vistage Executive Summit is your launchpad: a moment to elevate your vision, expand your impact and explore new vistas.

Key Takeaways:

  • Access Expertise & Build Relationships: Tap into diverse perspectives to solve challenges with innovative solutions, strengthen your network, and find motivation through shared experiences.
  • Unlock Business Opportunities: Build meaningful connections that lead to new partnerships and strategic referrals for long-term growth.
  • Gain Cutting-Edge Insights: Stay ahead of economic shifts, identify growth opportunities, and enhance business resilience with actionable advice.
  • Sharpen Leadership Vision & Wellbeing: Gain strategies to make confident decisions, boost productivity, avoid burnout, and build emotional resilience to navigate stress and uncertainty.

This is more than an event; it’s a community where leaders inspire new perspectives and forge meaningful connections. Boundaries are not just challenged – they’re transcended. You shape the future of business and innovation. Let’s redefine what’s possible.

Event Speakers


Taylor St. Germain

Economist at ITR Economics

Challenges and Opportunities in 2025–2026–2027

2025 and beyond will present opportunities and challenges to business leaders. Inflation and interest rates will return on the wings of government spending, a tightening labor market, global demand, and higher-cost production inputs from raw materials to electricity. Navigating the twin challenges of inflation and interest rates will require immediate action. We will discuss the timing and the actions to take to get your company ready for the next few years and the rest of the decade.

The economy, in general, is in recovery, but the rate of rise will vary by industry and even geographic region. The information we present on the various domestic and global landscapes will allow decision-makers to position their companies for maximum return through the coming years.


Dr. Greg Wells

Founder, Wells Performance, Inc.

The Adaptation Advantage

In an era of rapid disruption and uncertainty, the ability to adapt to change isn't just beneficial—it's essential. Global shifts, technological advancements, and unforeseen challenges are rapidly transforming the way we live and work. Amidst these changes, high performers are expected to deliver more impactful results than ever before.

The pressing question is: How can we not only navigate disruption but harness it to achieve growth and sustainable high performance?

In this session, you will learn:

  • How the Brain Processes Change: Understand how we perceive and respond to change, and how to rewire your thinking for positive adaptation.
  • Physiological Adaptation Mechanisms: Discover how the body adapts to stress in both the short and long term, and how to support this natural process.
  • Managing Mental and Physical Impact: Learn tactics to mitigate the effects of a challenging environment on your well-being.
  • Leadership in Disruptive Times: Explore strategies for maintaining peak performance and guiding your team through high stress and rapid change.
  • The Scientific Shift for Positive Growth: Uncover the key physiological approach that enables leaders and teams to adapt positively and thrive.

Anne Petrik

VP of Research at Vistage Worldwide, Inc. | Summit Emcee

Inflection Point: Growth at the Speed of Now

To navigate through inflection points in the business cycle, Vistage Research reveals that CEOs must focus on growth, talent, infrastructure and technology. Learn insights and sentiment from your peers as well as expert perspectives from trusted Vistage community experts in this presentation featuring the latest Vistage CEO Confidence Index data.

Agenda

Hilton Houston North

7:15 AM
Event Opens

7:45 AM
Breakfast Sessions with Industry Experts

Breakfast buffet served

  • How to Keep More of the Money You Make
  • How AI and Precision Medicine Can Add 20 Years to Your Healthspan
  • Unlocking Sustainable Growth Through Strategic Workforce Solutions
  • Build a Future-Ready Workforce
  • Breaking Through the Growth Plateau: Boost Accountability & Impact
  • Accelerate Growth With a Revenue Generation System

8:45 AM
Break

9:00 AM
Economic Update | ITR Economics
A deep dive into the economic forecast facing your market.

10:35 AM
Break

11:05 AM
Vistage Research

11:40 AM
Lunch

12:10 PM
Lunch Sessions with Industry Experts

  • Turn on the Financial Headlights: Maximize Your Profitability & Success
  • The Million-Dollar AI Gap: Are You on the Wrong Side?
  • Walk-Away Money: Six Steps To Transform Your Business Into Financial Freedom
  • Is Your Company Investment Grade? 12 Key Factors for an Outsized Valuation
  • B2B Marketing Revolution: Your Battle Plan for Guaranteed Outcomes
  • Building Your Business Playbook: How To Drive Relentless Execution From Your Team

1:25 PM
Break

1:35 PM
Leadership Speaker | Dr. Greg Wells

3:15 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

*agenda subject to change

Breakout sessions

7:45 - 8:45 a.m.

How to Keep More of the Money You Make

Presenter: Kimberly Ellis, Strategic Partnerships, Fisher Retirement Solutions

 


High earning business owners typically face a common problem—As income grows, so does your tax bill. While we can’t completely eliminate your taxes, we can show you how to leverage your retirement plan to significantly reduce your tax bill. In this session you’ll learn IRS-sanctioned strategies that allow you to keep more of the money you make:



  • Create a tax shelter for up to $400,000 of earned income per year

  • Diversify the tax treatment of your retirement income

  • Pay yourself instead of Uncle Sam


 


Topic: Financials - Financial Management

7:45 - 8:45 a.m.

How Precision Medicine Can Add 20 Years to Your Healthspan

Presenter: Erin Donaldson, MD, Wild Health Premium Physician

 


Explore how technology is reshaping the future of healthcare — adding years to life and life to years. Technology moves healthcare from a one-size-fits-all approach to personalized care—analyzing biological data to predict, prevent, and treat disease before symptoms appear.



  • Review the factors that limit your healthspan—shaped by genetics, lifestyle, and environment. Understanding these factors reveals patterns in health data, detecting risks and guiding early interventions.

  • Discuss the latest technologies precision medicine uses—genomic sequencing, multi-omics analysis, and biomarker monitoring—allowing clinicians to craft individualized treatment plans that evolve with a patient’s unique biology.


Topic: Personal Development - Wellness

7:45 - 8:45 a.m.

Unlocking Sustainable Growth Through Strategic Workforce Solutions

Presenter: Reuben Brennan, CEO, PeoplePartners

 


Building a scalable, future-ready workforce doesn’t have to come at a high cost. Workforce re-engineering and global staffing can help businesses grow smarter—reducing costs by up to 85% while improving efficiency and profitability. Learn how the right staffing strategy can fuel long-term success.


 


Key Takeaways:



  • Why? Smarter staffing strategies can deliver higher savings than chasing 20% revenue growth.

  • How? Restructuring roles and optimising teams can boost productivity and keep operations running smoothly.

  • Impact? Cut labor costs by up to 85% and increase gross margins by 213%.


Topic: Leadership - Hiring and Recruitment Sourcing

7:45 - 8:45 a.m.

Build a Future-Ready Workforce

Presenter: Coming soon

 


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: Leadership - Performance Management/HR

7:45 - 8:45 a.m.

Breaking Through the Growth Plateau: Boost Accountability & Impact

Presenter: Mark Abbott, Founder and CEO, Ninety

 


As businesses grow, they reach a point where old methods no longer serve their goals. If you’re finding that your meetings aren’t as productive, your team struggles with accountability, or key decisions don’t have supportive data, it’s time to address some fundamental issues. Explore how mastering three key areas—Structure, Data, and Meetings—can help you break through this growth plateau.


 


Takeaways:



  • Identifying Structure Inefficiencies: Unpack organizational changes needed to unlock greater efficiency and effectiveness.

  • Using Data to Drive Success: Actionable steps to implement the right KPIs, and improve team accountability.

  • Optimizing Meetings and Strategic Planning: Ensure teams execute on strategic goals aligned with the broader company vision.


 


Topic: Business Operations - Productivity & Execution

7:45 - 8:45 a.m.

Accelerate Growth With a Revenue Generation System

Presenter: Matt Reilly, CEO, Sales Empowerment Group

 


Most businesses are missing their revenue goals. Across the board, missed quotas are the norm, sales cycles are longer, and win rates and deal sizes are smaller. We have more technology and channels than ever. Growth should be easier. So what’s missing?


The best businesses have a system for everything – from hiring talent to delivering products and services. To meet today’s unique challenges, you also need a system for revenue generation. This session will explore:



  • How the current environment makes scalable growth difficult

  • The core components of a revenue generation system

  • Key considerations for systematizing marketing, talent, training, and technology


Topic: Customer Engagement - Marketing

12:10 - 1:10 p.m.

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, 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.


 


Talent Strategies: Financials - Financial Management

12:10 - 1:10 p.m.

The Million-Dollar AI Gap: Are You on the Wrong Side?

Presenter: Steve Russell, Founder & CEO, Upstart 13

 


Most companies think they’re leveraging AI because they use ChatGPT. That’s shortsighted. AI isn’t just a tool—it’s reshaping industries, redefining competition, and widening the gap between leaders and laggards.


The hard truth? Scattered AI use—like chat features—isn’t a strategy. Are you on the wrong side of AI transformation?


This session will give you clarity and direction.


In this session, you will:



  • Assess your AI maturity and identify gaps.

  • Learn why most AI initiatives fail—and how to succeed.

  • Walk away with a clear AI roadmap for measurable impact.


 


Topic: Business Operations - Technology

12:10 - 1:10 p.m.

Walk-Away Money: Six Steps To Transform Your Business Into Financial Freedom

Presenter: Paul J. Brahim, CFP®, CEPA®, Managing Director, Financial Advisor , Wealth Enhancement Group

 


Less than 25% of businesses have a formal succession plan, and over 75% of business owners regret selling their business within the first year. Nearly 98% of owners don’t know their business’s value. Facing the reality of eventually stepping away can be challenging, but successful business exits don’t happen by accident. They require careful planning, informed decision-making, and strategic timing. Paul Brahim’s "Walk-away money" session provides a six-step framework designed to help you optimize business value, align personal and business wealth, discover options, and transform your business into sustainable income for the rest of your life.


 


Topic: Financials - Financial Management

12:10 - 1:10 p.m.

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

Presenter: Coming soon

 


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

12:10 - 1:10 p.m.

B2B Marketing Revolution: Your Battle Plan for Guaranteed Outcomes

Presenter: Lori Turner-Wilson, CEO/Founder, 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 - Marketing

12:10 - 1:10 p.m.

Building Your Business Playbook: How To Drive Relentless Execution From Your Team

Presenter: Tom Healy, Trainual

 


Execution isn’t just important—it’s everything. “Building your Business Playbook: How to drive relentless execution from your team” is designed for CEOs who are ready to turn strategy into action and build a culture of accountability, efficiency, and high performance.


This session will equip you with a proven framework to empower your team to consistently deliver results—without the need for constant oversight. You’ll gain actionable insights to optimize your onboarding, streamline training, sharpen SOPs, refine processes, and so much more.


 


Topic: Business Operations - Productivity & Execution


Sponsors






Location

Hilton Houston North
12400 Greenspoint Dr.
North Houston, TX

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