January 8, 2020:  Executive session with speaker Craig Weber on “The Action Dialogue:  3 Skill Building Practicum”

Program Description

When it comes to navigating change and executing strategy, it is rarely the technical issues that get in the way. It is people stuff. What gets in the way of solid, crisp execution? Resistance to change, sinking commitment to organizational goals, and slipping trust in senior management. These "soft" problems can cripple an organization's capacity for fast action and effective change, and render it vulnerable to competitors. For it is typically the "soft" issues that cause the hard problems.

In this fast-paced, practical, hands-on workshop, members will learn how to apply the concepts and skills of Action Dialogue to actual challenges faced by group members. The focus of this experience is to demonstrate the practical application of the ideas illustrated in the Action Dialogue: How To Craft Productively Fierce Conversations workshop to real issues facing executives in small to medium-sized organizations. Participants can prepare case studies about significant challenges they have recently faced, now face, or will soon face, and get coaching and actionable advice from the facilitator and fellow TEC group members.

Craig Weber utilizes the participant's case studies to highlight how to apply this concepts to important issues within the member's various organizations. Members will learn to:

  • Deepen your confidence and competence with the Action Dialogue skill set.

  • Apply the concepts of Action Dialogue to actual issues faced by TEC members.

  • Create valuable action maps of important conversations and issues. The useful maps help you to "get your mind around the issues" in a highly actionable way.

  • Practice skills for deliberately influencing and improving the dominant patterns of discourse in your executive team.

  • Boost your TEC group experience into a robust think-tank that can help you sort through organizational challenges and engage them more productively.

  • Generate useful information from conflicting ideas and perspectives, rather than let them cripple interpersonal and team effectiveness.

  • Create a "No B.S. Zone" where people can talk in a frank, candid manner while maintaining a balanced and mature atmosphere.

Value to Members: Members will learn practical tools and applications for engaging organizational challenges with greater clarity of mind and strength of purpose. These tools will demonstrably increase the TEC groups ability to coach, counsel and advise one another when it comes to dealing with tough problems and conversations, and enhance the problem solving and decision making capacity of each member.

NOTE: "The Action Dialogue Practicum" workshop is a follow-up course designed for TEC groups who have been through the "Action Dialogue: Piercing Conversations" course.

February 12, 2020:  Executive Session 

March 4, 2020:  Executive Session  with speaker Bob Anderson on “Harnessing the Power of Emotionally Intelligent Leadership”

Program Description

In this presentation, Bob Anderson will facilitate an interactive workshop based on Emotional Intelligence/Emotional Quotient (EI/EQ) awareness and skill development. Key issues covered include: 

  • what is Emotional Intelligence -- how EI/EQ differs from IQ 

  • the business case for EQ -- how developing it translates into bottom line results 

  • your role as leader in developing your Emotional Intelligence -- why should you? 

  • Emotional Intelligence assessment results -- members will receive an EQ report providing them with a snapshot of their EQ -- 15 EQ competencies will be measured 

  • techniques to help you continually develop your EQ 

  • how do you build EQ as an organizational capacity.

Research suggests that the higher you go in an organization, the more EQ matters. In a study or more than 515 senior global executives, the most successful had the strongest emotional intelligence. A recent Harvard University study reveals that up to 95% of success in leadership is attributed to EQ/EI. 

Value to Members: Members will leave with techniques, strategies, and an action plan to develop their EQ. The EQ report they will receive as well as developmental strategies, will allow members to continuously monitor and focus their EQ development in order to realize desired personal and business results. At the organizational level, members will learn how to assess their organization's ability to develop emotionally intelligent leaders and will understand the impact of doing so as it affects their bottom line.

April 8, 2020:  Executive Session (Half Day-- PM?)

April 23, 2020:  Vistage Summit

May 13, 2020:  Executive Session

June 10, 2020:  Executive Session

July 8, 2020:  Executive Session (Half Day)

August 12, 2020 with speaker Steve van der Watt

September 9, 2020:  Executive Session

October (retreat)

November 11, 2020:  Executive Session

December 9, 2020:  Executive Session

2019 Meeting & Speaker Schedule

January 9, 2019 Executive session

February 13, 2019 Executive session

March 6, 2019 Vistage speaker Kathleen Votaw

April 10, 2019 Half day Executive Session (8 AM to 1:30 pm) - Arbinger speaker

April 18, 2019 Vistage Executive Summit at Sonterra Conference Center

May 8, 2019 Executive session with speaker Greg Bustin

June 12, 2019 Executive session

July 10, 2019 Executive session (half day)

August 14, 2019:   Executive session

September 11, 2019 Executive session with speaker Dave Nelsen

October 18-19, 2019 Retreat

November 13, 2019 Executive session

December 11, 2019 Executive session

Speaker Descriptions

March 6, 2019 Executive Session with speaker Kathleen Quinn Votaw on “Solve the People Puzzle:  Create Your Talent/ Human Capital Strategy”

Program Description
Solve the People Puzzle

Recruiting and retaining top talent will be increasingly difficult in 2019 and beyond, based on research from Vistage and the National Center for the Middle Market.
And, in survey after survey, executives list attracting and retaining top talent as their #1 issue. Most CEOs agree that people are their most valuable business asset. People are critical for growth and success. Yet many executives struggle to find, keep and grow the best. They lack an overall strategy as it relates to their people.
Kathleen’s workshop features key ideas from her book, Solve the People Puzzle. Participants receive a copy of the book, powerful insight, and actionable advice. She works in concert with Vistage Chairs to provide content and delivery that is customized for each group. Here are examples of recent workshops:
Theme: Culture by Design, not Default
Takeaway: Tools to build a positive, dynamic culture that promotes success company wide.
Theme: Recruitment as a Sales Process
Takeaway: Steps for a recruiting process that boost awareness, improve offer acceptance rates, increase retention, enhance employee engagement, create a competitive edge, and improve the bottom line.
Theme: Competency-Based Behavioral Interviewing
Takeaway: Interview skills to make much more effective hiring decisions.
Theme: Check Your Ego. Shoot for the Moon
Takeaway: Perspective, inspiration and motivation from a successful business leader who understands the daily challenges executives must face.

Value to members
As detailed in the Vistage eBrief, SMB CEO Projections for 2018, a tight labor market, coupled with expectations for increased hiring, means that recruiting and retaining top talent will be increasingly difficult in 2018.

“While adding headcount is essential to growth, retaining, developing and engaging existing talent is critical,” says Joe Galvin, Chief Research Officer for Vistage Research. “It forms a foundation for adding new people. Just as you are looking for the best talent, so is everyone else — and they are looking at your people, too.”

These findings from Vistage are echoed the National Center for the Middle Market, which just released its Middle Market Indicator Data from fourth quarter of 2017. Middle market companies report accelerated revenue growth, moderate employment growth and peak levels of confidence. Tom Stewart, the Center’s Executive Director, states that finding, developing, and keeping talent has become the middle market’s biggest challenge.

Kathleen offers relevant data, expert perspective, engaging stories, and actionable advice on the topics of talent and culture.

Speaker Biography
Kathleen Quinn Votaw is a long-time Vistage Member and Founder and CEO of TalenTrust, a consulting firm that is revolutionizing how companies across the U.S. recruit, retain, and engage employees. Kathleen’s passion and expertise allow her to connect business leaders with the right people and ideas to drive faster growth. After nearly two decades of earning accolades in the staffing industry, Kathleen determined that traditional models don’t always serve the best interest of clients—especially rapidly growing companies. She launched TalenTrust in 2003 and her firm now serves clients across the U.S.; employs a team of 25+ people; and has been named to the prestigious Inc. 5000 list for high-growth companies. Kathleen leverages this expertise in her book, Solve the People Puzzle: How High-Growth Companies Attract and Retain Top Talent, which is a must-read guide for C-level executives. She is a compelling thought leader who helps executives find and keep the best talent for their growing companies. Kathleen offers expert perspective on addressing immediate hiring needs; finding and keeping Millennials; dealing with turnover; understanding and improving your company’s reputation; and determining your overall talent strategy. Here's more on Kathleen as a speaker: Executive Speaker | Talent Management | Kathleen Quinn Votaw and CEO: TalenTrust | Human Capital Consulting.

May 8, 2019 Executive Session with speaker Greg Bustin on “Accountability:  The Key to Driving a High Performance Culture”

Program Description

Accountability is one of the biggest challenges business leaders face. A six-year study by Greg Bustin of more than 5,000 CEOs and key executives worldwide confirms that "lack of accountability" is the single greatest barrier to achieving consistently high levels of organizational performance. To help Vistage members gain fresh insight into building, nurturing and sustaining a culture where accountability drives high performance, Greg interviewed senior leaders at some of the world's most respected companies in manufacturing (Nucor and Herman Miller), technology (Sony), distribution (Southwest Airlines), retail (The Container Store) and professional services (Marriott and Ernst & Young). He also interviewed 12 Vistage-member CEOs in the United States, Canada and the UK. Greg discovered how these companies succeed in good times and bad, and he developed a new way to think about accountability. His insights form the basis of this workshop and his groundbreaking book on accountability. Dan Pink, bestselling author of Drive, says of Greg's book, "If you're looking for new ways to drive accountability and improve individual and organizational performance, read this book." Greg’s video interviews with leaders of these high-performing companies anchor a compelling workshop that explores The Seven Pillars of Accountability. Each workshop is tailored to address the areas of most impact to each group based on an online 10-minute accountability assessment each member completes in advance of the meeting.

Value to members

Members will take away:

·  A new way to think about and approach accountability

·  Insights into their organization’s overall performance strengths and weaknesses

·  A counter-intuitive approach for addressing accountability with an under-performer

Speaker Biography

Greg is a Vistage Chair in Dallas with two CEO groups and a Key Executive group, earning the distinction of Master Chair. He’s delivered more than 500 presentations on five continents. Greg led the turnaround of the Dallas office of Edelman Worldwide, achieving record success. He founded his own marketing management consultancy in 1994 so he’s made plenty of tough decisions. He’s worked with leadership teams at multi-national companies, including Burger King, Fujitsu, PepsiCo, Phillips Petroleum Company, Prudential, Nucor, Quaker, Sony, Verizon and Trammell Crow Company and he’s led more than 200 strategic planning sessions. Greg has dedicated his career to working with CEOs and their teams. His fresh approach to conflict resolution and passionate probing of difficult issues has led to insights that have helped these leaders achieve immediate, tangible and sustainable performance improvement. Greg’s views about leadership have been published in The Wall Street Journal, Chief Executive, Fast Company, Forbes, Inc., Investor’s Business Daily, Leader to Leader, Texas CEO and other major publications. He’s written five books, and Accountability: The Key to Driving A High-Performance Culture (McGraw-Hill) has been selected by Soundview as a Best Business Book. Greg’s newest book on the leadership lessons of the 52 most significant decisions in history will be published by Simple Truths in early 2019.

September 11, 2019 Executive Session with speaker Dave Nelsen on “Tech for Execs:  Doubling Productivity using Tablets, Apps, and Smartphones”

Program Description

The rate of change in the business world is accelerating exponentially. When Darwin observed that "It's not the strongest or most intelligent that survive, but those that adapt to a changing environment most quickly," few people could have appreciated how precisely this would describe the world of business … on a hyper-accelerated timescale.

It was just Christmas Day in 1990 when MIT computer scientist Tim Berners-Lee connected two computers together, for the first time EVER using a protocol called HTTP and addresses beginning with "www." Look at what's happened to us since then.

In this engaging and hands-on presentation, longtime CEO and Vistage Speaker of the Year Dave Nelsen shares with executives his personal tips and tricks for using technology effectively. Grab your iPads, smartphones, notebooks, or just the seat of your pants and learn how to take your performance to a whole new level.

Key topics include:

  • New brain science linking "executive function" with sleep and exercise

  • Working the right priorities (and a lot less e-mail) using Things or Wunderlist

  • Signing onto all of your accounts via LastPass

  • Eliminating clutter while providing instant access to everything from everywhere with Evernote (an amazing app, it will become "your second brain")

  • Countless other practical apps with clear, concise descriptions including TripIt, LogMeIn, FollowUpThen, DragonDictate, CardSnap, and even WinePicks

Value to Members:

Participants will leave with practical takeaways on how to:

  • Improve memory, accelerate learning, and enhance mental stamina

  • Retake control of their email inbox

  • Select and apply a handful of new tools to save time and money, while getting more of the right things done

Leading a business today while ignoring the latest personal productivity apps and technologies is like running a farm using an ox and plow. It can be done but it can't be fun.


Dave Nelsen is president of Dialog Consulting Group, a boutique consulting firm that has helped more than 50 organizations develop strategies to enhance the conversations with their most important internal and external customers using proven social networking, social media and mobile communication tools. Dave has more than 30 years of telecom experience and has been at the leading edge of the social media revolution since founding TalkShoe in early 2005. He's been recognized as Ernst & Young Entrepreneur of the Year, as Tech Council CEO of the Year and as Vistage Speaker of the Year.

Meeting & Speaker Schedule 2018

January 17- Executive session

February 14 – Executive session

March 14 – Eric Keiles, "The 30 Minute Marketing Plan"

April 11 – San Antonio Executive Summit @ La Cantera

April 18 – Executive Session (Half day - afternoon)

May 9 - Executive session

June 13 – Executive session

No meeting in July

August 8 – Tom Parker, “Negotiate2Win”

September 12 – Executive session

October 12, 13 – Retreat!

November 7 – Craig Weber, “Double-Loop Learning"

December 12 – Executive session


Meeting and Speaker Schedule for 2017

January 18, 2017
Patrick Ungashick, “Dance in the Endzone”

February 22, 2017
Executive Session

March 22, 2017
Executive Session

April 2017
Vistage Executive Summit

May 17, 2017
Executive Session

June 21, 2017
Jack Daly, “Increasing Your Sales and Margins”

July 19, 2017
Executive Session

August 16, 2017
Executive Session

September 20, 2017
Executive Session

October 13 and 14, 2017

November 15, 2017
Executive Session

December 13, 2017
Amy K. Hutchins, “Ignite Brilliance”

Meeting and Speaker Schedule for 2016

January 20- Ian McDougal, The Theory of Organizational Lifecycles, How to Grow
February 17- Executive session                                          
March 23- Baliji Krishnamurthy, Intentional Corporate Culture
April 6- All City Vistage Executive Summit - Austin
May 18 – Executive session
June 22 - Ryan Avery, Leading Through Storytelling
July 20 – Executive session
August 17 – Eve Grodnitsky, Mindset Changes Everything:  The Art and Science of Success
September 21 – Executive session
October 14-16 –RETREAT! - Boaz Raushwerger, "The Tiberian Success Formula"
November 16 – Dean Minuto, Yescalate – Your System to Get to YES
December 14 – Dan Quiggle, "It Can Be Done"

Meeting and Speaker Schedule for 2015

January 21 – Michael Canic, “Aligning Your Organization to Win, or Else!

February 18 – Executive session

March 18 – Chalmers Brothers, “Leadership, Conversations and Results in the Workplace”

April 21 – All City in Austin

May 20 – Executive session

June 17 – Brad Barth, “Asset Protection and Planning for Business Owners and High Net Worth Individuals”

July 22 – Executive session

August 19 – Jack Daly, “Coaching Companies to Greater Sales and Profits”

September 16 – Brad Remillard,"You're Not the Person I Thought I Hired: The CEO & Key Executive's Guide To Hiring Top Talent"

October 9-11 Retreat Location TBD, Mikki Williams “A Balancing Act: Walking The Tightrope Of Life”

November 18 – Dan Barnett, “Make or Break Execution:  The Core to Success”

December 16 – Executive session