2019 Meeting & Speaker Schedule

January 16, 2019: Executive Session with speaker Mark Parrott

February 22-23, 2019: Retreat!

March 20, 2019: Executive Session with speaker David Friedman

April 10, 2019:  Half day Executive Session (8 am to 1:30 pm)

April 18, 2019: Vistage Executive Summit at Sonterra Conference Center

May 22, 2019: Executive Session with speaker Jeff Blackman

June 19, 2019:    Executive Session

July 17, 2019: Half day Executive Session (8 am to Noon)

August 21, 2019:  Executive Session  with speaker Jim McCormick

September 18, 2019: Executive Session

October 16, 2019:  Executive Session

November 20, 2019:  Executive Session with speaker Richard Reinis

December 18, 2019: Executive Session with speaker Tim McCarthy

Speaker Program Overview and Bios

January 16, 2019: Executive Session with speaker Mark Parrott on “Mega Trends and the Next Economy”

Program Description

During this interactive presentation, Mark Parrott will answer the question: "How to survive and thrive in these challenging times?" Mark will speak to each member about why we got into the situation we are in what has to happen in order to get us out it. Most importantly what to invest in, in the next economy. Key issues to be covered will include, but are not limited to: Are you or your customers future dinosaurs, How to firewall your business against recession What investments make sense during these troubled times Simple ways to protect your family and business Mark's approach is both easy to understand and to implement. As a former radio show host of "Money Talks," he is used to giving practical advice to both captains of industry and the common man.

Chair quote "What my members really liked was how Mark got them to look at the futures of their businesses from the perspective of identifying what buyers will be buying what products and services in the future, and how to position their businesses to best capture this future state. Although he used some statistics, they played a minor role in an engrossing and very interactive presentation."

Value to members

The members will take away tactical strategies to improve their net worth and the motivation to do so today. Most importantly they will know how to protect their wealth and business in the next economy.

Speaker Biography

Mark Parrott is a 29-year veteran of the financial services industry. After spending his formative years on Wall Street, Mark moved on to lead Creative Retirement Planning, and has been doing so for the last 22 years. During that time, Mark has co-hosted the "Money Talks" radio show. He has earned a certificate in Investment Decisions in Behavioral Finance from the John F. Kennedy School of Government at Harvard University. Mark has earned a Certificate in Mergers and Acquisitions from DePaul University. He is a former Vistage Chair, member, veteran speaker of more than 250 presentation and three All-City events for Vistage International, Vistage Florida, TEC Midwest and TEC Canada. Mark is #1 on Amazon for his book Meta-Trends & the Next Economy.

March 20, 2019: Executive Session with speaker David Friedman on “How to Build a High Performance Culture:  The No BS Way to Get it Done”

Program Description
World-class organizations have long recognized the powerful influence their cultures have on the performance of their people, and by extension, the performance of their companies. Not surprisingly, while most organizations allow their cultures to evolve naturally, top-performing ones don't leave this to chance. Instead, they're amazingly intentional about how they create and drive the culture they want to have. How they do it is the topic of this program.

This is not your standard abstract or theoretical program about the importance of creating a vision or mission statement. Rather, it's a practical, actionable, no nonsense program designed to give participants the tools to leverage their corporate culture as a distinct competitive advantage. As a former award-winning CEO, David Friedman knows firsthand what it takes to build a high-performance culture, and more importantly, he knows the impact it can have on the bottom line. Delivered with his down-to-earth, yet passionate style, and filled with lots of examples from his 27 years of personal leadership experience, David's program covers such topics as:

The difference between a good culture and a high-performance culture
Why values are less important than behaviors
Why vision and mission statements are often a mistake
Critical mistakes most leaders make in defining their culture, and how to avoid them
The role of ritual in sustaining a focus on culture over the long run
Value to Participants: While the content of this program is thought-provoking, and even inspiring, the real value is in the ability to take the concepts and immediately implement them at work. Most participants will describe this as the most practical and actionable program they've ever heard on how to build a high-performance culture; and every participant will leave with a specific game plan to better leverage the power of their own corporate culture.

Biography:

David Friedman is the retired President of RSI, an employee benefits consulting firm headquartered in Mt. Laurel, NJ. Under his leadership and direction, RSI grew from 2 employees to a staff of more than 100 professionals and annual revenues in excess of $16 million. The firm won numerous awards including being named one of the Best Places to Work in the Philadelphia region 3 times and one of the Best Places to Work in NJ 4 times. In 2006 RSI earned the NJ Governor's Award for Performance Excellence - Gold Level, the highest award for total quality available in the state. In 2008, RSI became a division of Arthur J. Gallagher & Associates (AJG), one of the largest insurance brokers in the world. David served as the Area President for Gallagher until his retirement in July of 2010.

In 2011, David published his first book, Fundamentally Different, based on the insights he learned and taught during his leadership career. Today, he's a frequent guest speaker and seminar leader (more than 80 talks per year) on leadership, organizational culture, and building high performance teams. He also serves as a consultant to dozens of companies around the country. David is a 1983 graduate of the College of William & Mary with a degree in philosophy.

May 22, 2019: Executive Session with speaker Jeff Blackman on “Peak Your Profits”

Program Description

In this high-energy, interactive and information-loaded results-session, Jeff Blackman shows you how to skillfully convert sales obstacles into opportunities, results and profits. Immediately!

This content-rich results-session can include:

  • how to create long-term, loyal, profitable relationships

  • the VINe philosophy: a value-driven, integrity based and non-manipulative approach to enhanced revenue generation

  • the 6 crucial steps in the Opportunity $elling business-development process

  • listening for profits

  • value selling and ways to increase your value barometer

  • how to sell to other c-class decision makers

  • improved questioning/probing skills (Jeff gives you a jumpstart, with his proven list of "power probes")

  • tested, practical, profit-producing strategies to overcome objections and delays

  • referrals and lead generation

  • creating your differential competitive advantage and more…

Key outcomes, results and benefits:

  • transforming sales slumps into winning ways

  • reducing employee turnover, replacement and lost opportunity costs

  • increasing personal and professional success and fulfillment

  • converting "possibilities" into "realities"

  • discovering if your team handles each sales opportunity, the way "top producers" do

  • creating renewed sales focus and discipline that generates the right results

  • building confidence and a winning team

  • boosting sales, profits and growth

Biography: As a "business-growth specialist" Jeff shares his profit-producing strategies with numerous CEOs, Presidents, entrepreneurs and their people. He's a speaker, author, success coach, broadcaster and lawyer. He's also a contributing columnist to numerous magazines and newspapers. His books and business-growth tools include; Opportunity $elling, RESULT$, Peak Your Profits, Carpe A.M. o Carpe P.M., Stop Whining! Start Selling! - an Amazon Bestseller, Opportunity $elling - Six Profit-Producing Steps to Multiply Your Earnings, Profitable Customer Service and How to Set and Really Achieve Your Goals. On June 5th, 2008, Vistage named Jeff Fast Track Speaker of the Year. And in August, 2008, he was inducted into the National Speakers Association's, Speaker Hall of Fame

August 21, 2019:  Executive Session  with speaker Jim McCormick on “The Intelligence of Risk- Unleashing Organizational Courage”

Program Description

Leaders know their organizations need to be innovative and agile.  Decisions have to be timely and correct. Their people need to take ownership of their actions and outcomes.

Jim McCormick helps leaders advance their organizations in all these areas by facilitating the discussion on where risk fits in their culture.  For two decades, McCormick has helped companies improve their performance by intentionally and thoughtfully addressing risk. His insights center on the value of targeting then incentivizing the desired risk posture for each team, department and division.

For Vistage groups, this program is a discussion and not a presentation.  McCormick steers the discussion based on the elements the members desire to pursue.

Overarching elements of the discussion include the extent to which:

  • Members’ business success is determined by their ability to take risks successfully.

  • Members’ ability to utilize and manage risk differs from their employees.

  • An awareness of their employee’s Risk Quotients (RQs) will help to create more successful teams.

  • Members’ companies are seeking innovation and initiative but may be giving mixed messages about whether they are truly valued.

Uniqueness:

The discussion focuses on the value of utilizing risk as opposed to the more common approach of minimizing risk.

Value to members

  • Awareness – An informed discussion on the desired risk posture of each member’s organization and how to achieve it.

  • RQ – All members will have an opportunity to determine their personal Risk Quotient using McCormick’s proprietary Personal Risk Profile.  With this information in mind, they can then discuss the significance of RQs and group socialization in forming teams and staffing.

  • Risk/Judgment Imbalance – A discussion of legacy factors in personal risk tolerance.

  • ORP – An introduction to the concept of Organizational Risk Postures and a discussion of how to determine then incentivize them.

  • IRT – An overview of the six steps of Intelligent Risk-Taking and how each member’s teams can use them to evaluate initiatives and improve the chances of a successful implementation.

  • RASE – Members will be introduced to McCormick’s proprietary Risk Assessment/Success Enhancement tool that can be used by their people to guide them through the Intelligent Risk-Taking process.

Speaker Biography Jim McCormick is the founder and president of the Research Institute for Risk Intelligence and the author of Business Lessons from the Edge (McGraw-Hill), The Power of Risk (Maxwell Press) and The First-Time Manager (AMACOM). Jim has lived this vision in settings as diverse as The White House as a member of a Presidential administration; various executive level positions in the real estate, construction, and architecture industries; and as a holder of seven skydiving World Records.  Jim earned a degree in engineering from the University of Southern California and an MBA from the University of California, Irvine. McCormick travels from Denver, Colorado

November 20, 2019:  Executive Session with speaker Richard Reinis on “Class Action Lawsuit:  How I Defended and Survived”

Program Description

This brand new presentation by the former CEO of a Southern California company with many employees describes the true story of defending a class-action wage and hour lawsuit, from the first phone call in 2007 promising a quick settlement, through a tortuous four years of litigation.

Value to Members: The presentation will teach executives what to do in advance of the claims, how to respond once they begin, what tactics worked, and much more. If your company has employees or sells products to consumers, you could be next! This presentation may save you from the abyss.

Biography: Richard G. Reinis is of counsel in the Century City, CA office of Steptoe & Johnson LLP, where he practices in the Business Solutions and Litigation departments. His clients are from diverse industries, including energy, real estate, consumer brands, apparel, retail and others. Richard began his law practice in 1969. Prior to joining Steptoe, he practiced with a law firm of international renown, and then founded a law firm focused on serving small businesses. Richard has served as an expert witness on apparel-related litigation matters and is a court-appointed special master. He previously served as lead counsel in several state court jury trials and has experience with the American Arbitration Association, the ICC and Federal Court litigation.

December 18, 2019: Executive Session with speaker Tim McCarthy on “The CXO’s Marketing Toolkit”

Program Description

  • Did you ever think half your marketing is working…but you didn’t know which half?

  • Do you sometimes feel overwhelmed when your team tells you the cost and complexity of your marketing plan?

  • Have you avoided creating a marketing plan and budget because you feel like you don’t understand it?

  • Have you been told marketing should always pay out or never pay out? (Hint: neither is true)

Tim McCarthy, veteran of Madison Avenue and a former Chief Marketing Officer of a 650 restaurant chain demystifies marketing in this three hour presentation for Vistage CEOs by teaching the five immutable laws of marketing that apply to every company and every sales, marketing and advertising challenge.

McCarthy confirms that aggressive promise by offering to:

·  Work with live ammo – before each presentation, McCarthy invites your members to share up to specific sales or marketing issues members feel are chronic

·  Provide free follow up contact (McCarthy does not consult) for members wishing to share problems and successes they experience by using the disciplines he teaches Note: McCarthy does NOT consult or sell anything.  

Additional benefits to booking Tim McCarthy for your Vistage Group:

·  Clarity – McCarthy presents only 21 slides to provide guidance for addressing your particular sales and marketing problems

·  Full contact – due to short presentation and working with your members’ “live ammo” McCarthy offers a fully interactive and engaged experience for your members

·  Vistage born, Vistage bred – McCarthy became a Vistage member in 1995 when his start-up marketing company www.workplaceimpact.com was seven years old. A free copy of his mini-book “Everything I Ever Needed to Know I Learned in Vistage” is provided with leave behinds.

·  Materially successful experience – McCarthy sold his first company into private equity in 2007 (and bought it back in 2013) and currently owns and oversees companies with over 1,200 employees doing north of $100 million annual sales

·  Individually fulfilling experience – McCarthy’s foundation www.thebusinessofgood.org is engaged in “serving those who serve the poor” since 1997 investing thousands of hours and millions of dollars to teaching non-profits how to build their missions through sound business practices.

Seeing is believing - Here's a brief video sample of McCarthy's Vistage presentation:  https://youtu.be/fyBSIp1ARvk

Value to members

Members will leave with valuable tools, a greater understanding of the Vistage process, and how it will work for them through simple, actionable and interactive exercises demonstrated in the meeting. They will acquire a booklet that outlines 20 years of experiential Vistage knowledge and practical steps in disciplines proven to grow business. Program leave-behind includes all slides presented. Members will also receive free copy of Tim's book, "My Path to Engaged Philanthropy".

Speaker Biography

Tim received a Bachelor of Arts in Political Science from Ohio State University in March of 1975 then received his Masters of Business Administration from Ohio State (Fisher Business School) in June of 2007. In 2008, he received Fisher Alumnae Community Service Award and became an Ernst and Young regional Entrepreneur of the Year.

McCarthy opened his first business in 1988. Over time, this company developed a permissioned database of 700,000 employers delivering incentives for their national advertising clients such as Coca-Cola, Lenscrafters and McDonalds to 70 million consumers. WorkPlace Media now Workplace Impact www.WorkplaceImpact.com, was sold to the Riverside Company in 2007 and then repurchased from Riverside in October, 2013.

In 2003, in partnership with his son, Tim Patrick, McCarthy opened the first chicken finger restaurant north of the Mason-Dixon Line. Raising Cane’s of Ohio now has 25 restaurants, another five under construction and did $70 million revenue in 2017. www.RaisingCanes.com/Ohio

Throughout his adult life, McCarthy has been engaged in non-profit work. Since 2000, when WorkPlace Media achieved consistent profitability, he’s diverted more than 20% of that profit each year to a foundation he formed called The Business of Good. www.theBusinessofGood.org His foundation invests in socially conscious businesses and scalable non-profit concepts from its corpus of $50 million.

The mission of The Business of Good is focused on “serving those who serve the poor” by helping non-profits use business disciplines to grow their mission. McCarthy says, “In all cases, our focus is to build capacity to serve. I mean, what good is a great mission if it’s unsustainable?”


A Look Back

2018 Meeting & Speaker Schedule

January 19-20, 2018: Retreat! (Friday 5pm – Saturday 5 pm)

February 21, 2018: Patrick Ungaschik, “Dance in the Endzone” 

March 21, 2018: Brandon Miller, “Leading with Strengths” 

April 11, 2018: Vistage Summit @ La Cantera (7:30 am to 2 pm)

April 18th, 2018:  Executive Session (Half day)

May 16, 2018: Executive Session 

June 20, 2018 – Tom Foster, “Management Myths and Time Span” 

July 18, 2018: Brett Pyle, “Your Extraordinary Why” (Half Day)

August 22, 2018:  Executive Session 

September 19, 2018: Executive Session 

October 17, 2018:  Executive Session 

November 14, 2018: Ark Rosental, “Internet Strategy for Extraordinary Results” 

December 19, 2018: Lawrence King

2017 Meeting and Speaker Schedule

January 10, 2017 – Executive Session

February 10 & 11 2017 – Retreat

March 7, 2017 - Bill Hawfield, “Visual Planning”

April – Vistage Executive Summit

May 2, 2017 – Executive Session

June 6, 2017 – Jay Rifenbary, “No Excuses!”

July 11, 2017 – Executive Session

August 1, 2017 – Mike Pierce, :Leading at 90 Below Zero”

September 5, 2017 – Executive Session

October 3, 2017 – Gustavo Grodnitzky, “Motivating the Millennial Generation”

November 7, 2017 – Jaynie Smith, “Competitive Advantage”

December 5, 2017 – Ryan Avery, “Leading Through Storytelling”

 

Meeting and Speaker Schedule for 2016

January 12, 2016 – Executive Session

February 9, 2016 – Al Killeen, “The 8 Critical Steps for Overcoming your Business Problems”

March 1, 2016 – Executive Session

April 6, 2016 – Vistage Executive Summit (Austin)

April 15, 16 – Retreat  and Speaker, Abe Wagner, "Breaking the Communication Barrier at Work and Home"

June 7, 2016 – Bob Gibson, "Effective Executive Negotiation"

July 12, 2016 – Mitch Gooze, “Effective Marketing: How to Get It Or Tell If You Already Have It”

August 2, 2016 – Harvin Moore, “Integrity in Your Pursuit of Profit”

September 13, 2016 – Executive Session

October 4, 2016 – Michael Allosso, “Best Performance by an Executive in a Leading Role (You on Your Best Day)

November 1, 2016 – Bob Anderson, “Harnessing the Power of Emotionally Intelligent Leadership”

December 6, 2016 – Executive Session