Cincinnati 2024
Hosted in Cincinnati Tuesday, July 16, 2024 7:15 a.m. - 4:00 p.m. EDT
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 EconomicsA Changing Landscape
The landscape of 2023 witnessed a tapestry of conflicting trends, with some leading indicators on the rise and others in decline. Amidst persistently high interest rates, a prevailing assumption emerged: "If nothing adverse has occurred by now..." Join us for an exploration of the anticipated trends in 2024, encompassing a softening economy, decreased inflation, and a transformation in consumer spending patterns. Our examination will extend to pivotal domestic and global markets. This presentation provides you with the opportunity to craft tactics and strategies, arming you against the impending upswing in the business cycle. Equipping yourself with insights into what to monitor and the likely timing of the upward turn will instill confidence as you chart out your plans.
Steve Baker
Vice President, The Great Game of BusinessThe Great Game of Business: Rapid Financial Results and Lasting Cultural Change
Good To Great author Jim Collins says, "The whole concept of The Great Game of Business is beautiful –consistency, alignment, and transparency, infused with core values and brought to life with powerful mechanisms. It is inspired and inspiring."
The Great Game of Business is the unique and time-tested approach to business that gets everyone focused on the company’s success. Employee goals. accountabilities and their personal stake in the outcome are tied directly to the success of the business. It teaches all employees the ‘Critical Numbers’ of the company and how they can make a difference – both individually and as part of a team. In this engaging overview presentation, participants will:
- Learn the origins and fundamentals of open-book management and The Great Game of Business.
- Take away knowledge of how to begin introducing it to their organization.
- Learn about a proven process to help create a real and lasting ownership culture.
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.
Breakout sessions
7:45 a.m. - 8:45 a.m.
Is Your Company Investment Grade? 12 Key Factors to Attract an Outsized Valuation
Presenter: Zane Tarence, Managing Director and Partner, Founders Advisors, Vistage Speaker
"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 a.m. - 8:45 a.m.
The CEO's Guide to Strategically Scaling Sales
Presenter: Frank Niekamp, Managing Partner SalesStar
This session is for CEO's who want a clear path to building a strategic sales system that is scalable, measurable, and predictable.
Topic: Customer Engagement: Sales & Marketing
7:45 a.m. - 8:45 a.m.
Transforming Your Business Through Intelligent Process Automation
Presenter: Mark Shivers, Founder & CEO, 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.
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
12:30 - 1:30 p.m.
Actionable Strategies for Mastering Financial Optionality
Presenter: Paul J. Brahim, CFP®, AIFA | Managing Director, SVP - Financial Advisor, Wealth Enhancement Group, Vistage Member
Does your financial plan deliver optionality? 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, and steps to financial flexibility 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
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