7:45 - 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 - 8:45 a.m.

Succession by Design, Not Default ™

Presenter: Jim Erben, President, Erben Associates

Without a written plan, confusion and heartbreak are on the other side of a succession or exit from the business. Jim uses storytelling to provide insight and best practices from his 30 years of succession planning experience.

Our proven guide will offer relief to owners — regardless of their stage of business.

Topic: Talent Management: Succession Planning

7:45 - 8:45 a.m.

Transforming Your Business Through Intelligent Process Automation

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

7:45 - 8:45 a.m.

Are You in Control? Control & Grow Your Business with Scalable Systems

Presenter: Michael Johnson, Director of Growth, Fast Slow Motion

Gain insights from the experience of hundreds of companies across different industries to highlight the fundamental principles of scalable systems. These systems are the methods that businesses use to drive their growth utilizing the Salesforce and Hubspot platforms.

Obtain actionable insights into common mistakes that companies make that hinder their growth.

Leave with a framework to analyze your business and identify opportunities to gain better control over your future using tools you likely already own.

Topic: Business Operations: Technology

12:35 - 1:35 p.m.

How Smart Companies Spend Less & Save Time by Rethinking Executive Talent

Presenter: Matt Blumberg, CEO, Bolster

In challenging economic times, CEOs are forced to be smarter with every dollar they spend. Leveraging the power of AI as well as the rise of the fractional executive are two key strategies businesses can use to manage tight budgets while still getting access to the expertise needed to scale. In this session, we’ll cover:

• How companies are thinking outside the box when it comes to traditional full-time hiring


• Where AI, fractional executives, and functional mentors can play a role in managing budgets


• Why a strategic talent roadmap is critical to future success and scalability

Topic: Talent Management: Hiring, Recruiting, Sourcing

12:35 - 1:35 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

12:35 - 1:35 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, 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: Financials: Financial Management

12:35 - 1:35 p.m.

No Stone Left Unturned: Optimize Optionality with Financial Planning

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

Does your financial plan give you optionality? Do you have the freedom to walk away from your business without having to sell it? Entrepreneurs excel at planning for the future of their businesses, but they often neglect their personal finances. Great outcomes don’t just happen – they require thoughtful planning and a keen understanding of your goals and priorities. In this session, you’ll learn how a real-life Vistage member with a 60-year-old family-run business created optionality using integrated, time-tested principles of tax, estate and investment planning.

Topic: Financials: Financial Management