2019 Meeting & Speaker Schedule

January 9, 2019 Executive session

February 13, 2019 Executive session

March 6, 2019 Executive session with speaker Katleen Votaw

April 10, 2019 Half day Executive Session (Noon to 430 pm)

April 18, 2019 Vistage Executive Summit at Sonterra Conference Center

May 8, 2019 Executive session with speaker Greg Bustin

June 12, 2019 Executive session

No meeting in July

August 14, 2019:   Executive session

September 11, 2019 Executive session with speaker Dave Nelsen

October 11-12, 2019 Retreat

November 13, 2019 Executive session

December 12, 2019 Executive session

Descriptions

January 9, 2019 Executive session

February 13, 2019 Executive session

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.

April 18, 2019 Vistage Executive Summit at Sonterra Conference Center

April 10, 2019 Half Day Executive Session (noon - 430 pm)

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.

June 12, 2019 Executive session

No meeting in July

August 14, 2019:   Executive session

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.

Biography:

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.

October 11-12, 2019 Retreat

November 13, 2019 Executive session

December 12, 2019 Executive session


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

Speaker Programs

Eric Keiles, "The 30 Minute Marketing Plan"

Program Description This introduction to "Reality Marketing" will give you a new perspective on how to market your company in tough times. Your companies are not Fortune 500 companies, so they shouldn't advertise like one! This workshop will show you effective techniques for marketing your companies including unique discussions on "The Blue Red Test," "The Purple Cow," "The Scratch Out Drop In Test" and building a powerful "Marketing Machine." This might possibly be the most effective time you'll ever spend on marketing your business through experience, best practices, and many case studies and examples. Key objectives in the presentation include: Case studies on migration to Reality Marketing techniques Best practices of growing companies faced with recession Understanding how to build a low-cost marketing machine Positioning your company as "Remarkable" and get many more referrals Eliminating marketing tactics with low ROI Value to members Vistage members can expect to learn: Multiple ways to market to new prospects and clients Common marketing mistakes of small- to mid-size companies and how to avoid them How to build a robust prospect database How to use "low-risk" and "no-risk" offers How to slash your marketing budget How to build a "Marketing Machine" Speaker Biography Eric Keiles is a four-time entrepreneur and author of the book Reality Marketing Revolution. He has created four businesses during his career, and the latest, Square2 Marketing, helps business owners bring their sales and marketing to a level that they need in order to achieve their goals. He earned a bachelor's degree from George Washington University and MBA from Temple University.

Brett Pyle, "Your Extraordinary Why: Living a Successful Life of Significance"

Program Description How many times in life do we challenge ourselves, and our businesses, with lofty goals, only to discover that their achievement ultimately fails to satisfy? When articulating a vision, setting goals and choosing where to invest our time, do we think deeply enough about: Who we are? What we're passionate about? What we, and our companies, are uniquely gifted to accomplish? Why any of these things really matter in the first place? Participants in this workshop begin by identifying what truly matters most to them, both professionally and personally. They're then led on a journey of deep reflection to clarify the all-important drivers behind those priorities - the "why" behind the "what" - to gain insight about their lives and corporate purpose. With that larger context of significance in mind, they are subsequently introduced to an innovative "future first" model of planning to accelerate them toward clarifying and achieving their most extraordinary goals. This highly interactive workshop is appropriate for CE, SB and Key Groups. It's also ideally suited for member retreats, with or without spouses, as a stand-alone Transformational Learning module or as part of a Visioning / Strategic Planning working retreat. Value to Members: Participants leave with deeper understanding of their purpose, a written set of long-term, guiding goals aligned with that purpose, and a list of nearer-term actions needed to achieve a success that matters to them, their company and the world around them. Value to Chairs: From the outset this workshop takes members deep and builds group cohesion through significance-based conversations. The written goals and plans developed by members set the stage for future accountability conversations in one-to-ones and group meetings. Biography: Brett Pyle is a Vistage Chair and the founder/CEO of The Global Executive Group, developing global leaders and communicators who deliver breakthrough results that truly matter to the world. Previously, he served as the president and chief marketing/sales officer for a start-up technology company and spent 20 years in senior executive roles in the United States, United Kingdom, China and Japan in the petrochemical industry for BP/Amoco, and in the management consulting field for Andersen Consulting. His formal education includes a systems engineering degree from the University of Virginia and executive education programs at the Harvard Business School, Stanford's Graduate School of Business and the University of Cambridge.

Tom Parker, "Negotiate2Win"

Program Description This high energy presentation will focus on how to increase your negotiating expertise. Tom Parker will teach you how to use new negotiating skills to grow your business and improve productivity. This interactive program utilizes small group exercises and role playing to provide a practical, hands-on approach to improving an executive's comfort level throughout all phases of the negotiating process. Members will learn how to deal with difficult and confrontational negotiators and how to move them into a more collaborative frame of mind. Value to members As a result of this training, participants will be able to: close deals at higher margins recognize and deal with negotiating tactics recognize important non-verbal cues recognize and deal with face saving issues discover hidden interests In addition, members will receive a Planning tool that will help them prepare their strategies and tactics in advance of their important negotiations. Speaker Biography Tom Parker is a senior vice president of Yukon, a Richmond, VA-based company specializing in customized negotiations training. He holds an M.B.A. from the Darden School at the University of Virginia and has more than 30 years of sales, marketing, product management and general management experience with large multi-national corporations. In addition to his corporate career, he owned and operated two small service businesses for several years. Since joining Yukon, he has conducted negotiation seminars and training sessions throughout the United States as well as in Asia, Europe, Africa, South America and Australia. Tom has created a number of online training programs and is the co-author of Is That Your Hand In My Pocket?, a book on negotiations for sales professionals.

Craig Weber, "Action Dialogue 2: Double-Loop Learning"

Program Description When you're building, growing or improving a business, the most important changes occur not in your strategy, structure, or systems, but in the minds of you and your people. In other words, making significant change often demands we adjust not just our strategy or structure, but the underlying assumptions and thinking upon which they're based. This requires deep learning, a profound shift in mindsets, assumptions and habitual ways of framing who we are and what we do. Lacking the ability to make such adjustments we grow increasingly out of touch because the world changes but our thinking does not. If building a better business requires new ways of thinking and acting, this workshop will provide tangible ways for making the adjustment. Building on the concepts and skills put forward in Craig Weber's "Action Dialogue: Piercing Conversations" workshop, it will have direct and immediate application to such fundamental business activities as problem solving, strategy formulation and implementation, change and crisis management, decision-making, meeting management and conflict resolution. Executives will learn how they and their teams can build a better business, and, in the process, become better people. Value to Members: Executives will explore how to use their Vistage group, and the key people in their business, to build more agile and effective working relationships, teams, and businesses. Specifically, they'll learn to: Orchestrate deeper "double-loop learning" when facing complex, difficult or recurring issues Demonstrably strengthen the problem solving and decision-making capacity of individuals and work groups Inspire deeper confidence in your team's ability to surface, explore and resolve tough issues and problems Better diagnose and engage adaptive challenges that require fresh ways of thinking and acting Better communicate the importance of necessary changes Purposefully build more flexibility, adaptability and agility into key relationships, teams and projects Create a business culture that "pulls every mind into the game."

A LOOK BACK

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
Retreat

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