10/21/20 - Speaker Ariel Enisman "Asset Protection for the Business Owner"
Program Description
Ariel Enisman delivers a highly educational, interactive and in-depth presentation on asset protection planning for the business owner. The presentation is done in an easy-to-understand manner that allows the listeners to not only truly grasp the concepts immediately, but enables them to implement the strategies the very next day in their office. The presentation shows business owners how to protect themselves from lawyers, creditors, foreclosure deficiencies, former or current spouses, children, relatives and greedy lawsuit-obsessed citizens. While many people can make money, few know how to protect it. Key issues include, but are not limited to:
Why your business is in danger
Due to the economy, why liability insurance is simply not enough anymore
How to design an Asset Protection plan for your business
The five fatal mistakes to avoid
The best Asset Protection tools and how to implement them immediately
How to safely and legally protect every asset you own, from everyone, every time
Eight keys to a good Asset Protection plan
Three maxims of Asset Protection
Domestic vs. international Asset Protection
Value To Members
Vistage members will be asked to interact and participate in exercises based on their businesses' specific assets, as well as on their businesses' specific potential threats, liabilities and creditors. Ariel strives to provide on-the-spot beneficial feedback that allows individuals to instantly implement their newly found knowledge in their everyday business life.
Biography
Ariel R. Enisman, Esq. is an attorney at The Presser Law Firm, P.A., Asset Protection Attorneys a
nationwide Asset Protection Law Firm, specializing in helping both individuals and businesses in connection with the establishment of comprehensive Asset Protection Plans that incorporate both domestic and international components. Ariel R. Enisman offers a content-driven hands on presentation on Asset Protection planning for business owners and key employees. Determined to show listeners how to protect every single personal and business asset that they own, from any and all financial threats, she employs a highly educational presentation. Ariel makes an extremely difficult and complex subject very easy to understand in a short period of time that allows the audience to implement strategies immediately.
11/18/20 - Executive Session
12/16/20 - Executive Session
2021 Meeting and Speaker Program
1/20/21 - Executive Session
2/17/21 - Speaker Zane Tarence "17 Reasons Your Company is Not Investment Grade and What to Do About It”
Program Description
Zane Tarence outlines 17 issues business owners face that impact both the likelihood of selling their companies and the valuation potential acquirers assign to them. These issues span a broad range of topics from company size and market share to competitive differentiation and customer diversification, and are accompanied by real world examples pulled from Tarence’s 18 years of experience participating in and advising on M&A transactions. In addition to explaining how these issues impact private company valuations, Tarence provides practical action items to tackle each one and describes the ideal qualities acquirers and institutional investors look for, giving participants benchmarks to aim for prior to pursuing a capital raise or exit. As an entrepreneur turned investor and investment banker, Tarence has unique insight into the problems that can arise during the sale of a company. Prior to becoming an investment banker, Tarence built and sold two technology businesses to publicly traded companies, providing him with firsthand experience with the challenges operators face when growing and selling their businesses. Throughout the over 80 transactions he has advised on, Tarence has witnessed a multitude of complications diminish valuation or even prevent a transaction from occurring at all.
Value To Members
From the program, members will gain the ability to view their companies from an institutional acquirer’s perspective, thus enabling them to better prepare their businesses for a successful transaction/exit. Members will be equipped to identify issues that may hinder their ability to sell and subsequently implement measures to resolve any problem areas. They will also be provided with helpful worksheets and questionnaires to better isolate specific areas where they can rationalize their case for outsized market valuations.
Biography
Zane Tarence, Managing Director of Founders Investment Banking’s Technology Practice, is an experienced investment banker, entrepreneur and recognized expert on the growth and monetization of privately owned companies. Over the past 15 years, Tarence has led and completed more than 80 technology deals, including facilitating the sale of some of the largest lead gen Internet businesses in the United States.
Before joining Founders, Tarence independently and successfully created and sold two technology businesses to publicly-traded companies, resulting in a keen understanding of the traits necessary to build a valuable company and close an exceptional deal. He has more than 24 years of experience as an operator, investor and dealmaker in the technology arena. Prior to becoming an entrepreneur, Tarence began his career at IBM, where he learned the intricate workings of the company’s technology ecosystems and ultimately managed its Internet consulting practice in the Southeast. Tarence is a noted speaker at many national conferences, focusing primarily on product commercialization and private company value optimization. He has authored numerous articles on how private companies raise growth capital and how they are bought and sold. Tarence is also the co-founder of InnerCircleSessions.com, an e-learning portal educating entrepreneurs on institutional capital.
Tarence has a Masters in Organizational Management from Southern Christian University and received his Bachelors of Science in Business Administration from Auburn University in Montgomery. He also holds Series 79 and 63 securities licenses. Tarence is currently a board member of Reliance Financial Group, Ticket Biscuit, the Birmingham Venture Club, EAP Mentorship, and Digital Media Holdings, and is a frequent guest lecturer at the University of Alabama School of Law. Zane is involved with several ministries through various roles, including serving on the board of directors for Route 1520 Ministries, serving as a course instructor at Family Dynamic, and as a founding board member of the “Birmingham White Rose Ball” and is a past board member of AGAPE of Central Alabama. A native of Montgomery, Alabama, Zane lives in Birmingham with his wife, Jamie, and his three daughters, Ellie, Mary Judson and Emma.
3/17/21 - Speaker Charles R. Scott “What Do You Want To Be When You Grow Up?”
Program Description
Charles R. Scott, a 14-year veteran of Intel Corporation and co-founder of Team See Possibilities, explores how to create a meaningful life that encompasses more than just a professional title. Charles believes the answer to the question, "What do you want to be when you grow up?" is the work of a lifetime. The workshop is structured around three modules, each with an interactive exercise:
Module 1 - Obstacles and Growth: sharing anecdotes from cycling over 7,000 miles with his young children across Japan, Iceland, Europe and the U.S., and from guiding the first blind runner to cross the Grand Canyon and back nonstop, Charles offers a unique perspective on leadership, naysayers and the sometimes unexpected benefits that can come from loss.
Module 2 - The Secret to Optimal Performance: Charles shares the hard-won secrets of success from a world-renowned professional marathoner and, in a unique and provocative twist, applies those principles to the workplace. This module often stimulates lively discussion about practical actions business people can take to work more efficiently and with greater satisfaction.
Module 3 - What Do You Want to Be When You Grow Up? Charles builds on this age-old question, guiding participants through creative exercises intended to identify opportunities to inject vitality into their professional lives.
Value To Members
Members receive tips on effective leadership skills, handling naysayers, and developing healthy work environments. They are also guided through three interactive exercises designed to:
- Offer insights on ways to grow from loss
- Improve workplace performance while simultaneously increasing leisure time, and
- Identify and harness the sparks of vitality that live within each of us.
Biography
Charles R. Scott is a National Geographic-featured adventurer, author of two books, co-founder of the nonprofit organization Team See Possibilities, and a 14-year veteran of Intel Corporation. He conducts executive workshops on developing an adventurous mindset for business success and personal growth. He has delivered this popular workshop to hundreds of CEOs and senior executives across North America, and has spoken at Uber, Intel, The World Bank, Harvard Business School and many others. His adventures have been featured in press around the world, including The New York Times, Wall Street Journal, FOX News, and Outside Magazine. He also gives talks at schools and to parent groups about raising resilient children. Mixing in anecdotes from cycling over 7,000 miles with his young children across Japan, Iceland, Europe and the U.S., and from guiding the first blind runner to cross the Grand Canyon and back nonstop, he describes how to use discomfort to your advantage, encourages informed risk taking, and shares the secret to optimal performance. For an excerpt of his talks, see: Adventure Speaker Charles Scott - Corporate 1 on Vimeo
4/21/21 - Executive Session
5/19/21 - Executive Session
6/16/20 - Speaker Severin Sorenson “IDENTIFYING, RECRUITING, & HIRING DIFFERENCE MAKING TOP TALENT”
Program Description
Consistently attracting and capturing top game-changing talent - aka, the "difference makers" -- for your business is a critical life skill for business owners and senior executives to master for sustainable company growth and business success. Difference makers are game-changing impact players and include key executive talent and much needed technical employee utility players that great businesses and teams are built upon. Unfortunately, knowing that you need and want employee "difference makers" does not make them magically appear, nor help you retain them.
Severin Sorensen, a successful serial entrepreneur, executive headhunter, and former Vistage Chair (2010-2018), has long focused on "high growth" companies and the "difference makers" that lead them. Informed by over 85 years of scholarly research on selecting talent, Severin has developed a consistent and reliable behavioral characteristics Talent Capture Management system that focuses on the business processes of identifying, recruiting, screening, hiring, onboarding and retaining top game-changing talent. The presentation begins by exploring typical and member "hiring fumbles" and misjudgments that occur in the hiring process; a session called "Hiring Bad." These oversights frequently cripple organizations, waste resources, delay progress and cause mindshare distraction for firms. Severin argues that the root causes of many of these hiring fumbles are detectable flaws and frequently overlooked during the traditional hiring process. He also argues that candidate selection is not just about asking questions: It is knowing what to ask and what to observe.
Having identified the typical hiring problems, Severin next turns to the creation of a systemic process for greatly increasing the probability and success of hiring great hires every time. He explores the use of Ten (10) Talent Capture Management Tools that he uses regularly to consistently identify, attract, recruit, screen, hiring, and onboard for performance difference-maker success. Severin's Top 10 Tools of Talent Capture Management shared in the presentation include Behavioral Job Analysis; Behavioral Job Description; Candidate Sourcing, Attraction, and Recruiting Plans; Employment Application Intake Process and the ATS; Applicant Funnel creation and first screening process; Phone Interviews of Top Candidates; Psychometric testing of top candidates in preparation for Panel Interviews; Candidate work samples and homework; cognitive tests; panel interviews; structured interviews and candidate ranking; job try-outs, integrity tests, and other pre-employment tests. Severin also reviews the stages of candidate warming, from candidate attracting, website career pages, outreach, and contact during the screening and selection process. Examples of questions for various stages of the review process are explored, along with setups strategies for phone screening interviews, panel interviews, and final interviews. Additional insights include tips for background checks and screenings, reference checks, and compensation negotiation. This session provides a watershed of concepts, theory, tips, and tools to enlarge the CEO and executive toolbox of Vistage members and their companies.
Value To Members
The leave-behind value to members is a toolkit of tools, strategies, and tactics to help improve your talent capture management system in order to attract, capture and retain top talent consistently every time.
Biography
Severin Sorensen is CEO of ePraxis LLC, a premier level executive headhunting, talent selection, and executive coaching company. As an executive headhunter, Severin is frequently called on to help companies identify, screen, test, and select top talent for businesses looking to place ‘difference makers’ in the CEO, President, and key executive positions. Severin leverages over 85 years of scholarly talent selection research to consistently find, screen, test, and select difference making top talent for his clients. Today, Severin is a highly sought Vistage Speaker on the topic of “Identifying, Recruiting, & Hiring Difference Making Top Talent” where he has given over 130+ presentations to Vistage members on multiple continents. Prior to Vistage speaking, Severin was a Vistage Chair (2010-2018) of three Vistage Groups in Salt Lake City, UT, and during this period he was a repeat Mentor Chair and awarded the 2011 Vistage Rookie Chair of the Year Award. Prior to Vistage Chairing, Severin was a Vistage/TEC member in Washington DC (1999-2004) while he owned and operated a company he founded called Sparta Consulting Corporation (1994-2005), a management consulting, security systems integration, and remote video monitoring company; Severin sold this company in 2005 and it continues today as part of Interface Security Systems, the 7th largest security systems integrator in the US (2018). Throughout his career, Severin has made a business practice of working with fast-growing businesses and their leaders. From 1995-1999 Severin grew his own company over 700%, experiencing several years of 100% YoY growth. In Severin’s early professional years he was involved in public interest projects, government work, and political campaigns. Notably, from this period, Severin was a former Special Assistant to the President at the White House where he had the high honor to work for President George H.W. Bush (POTUS 41) (1992-93). Severin earned a graduate degree (M.Phil.) in economics from King’s College, Cambridge, University, England, and two undergraduate degrees in economics and political science from the University of Utah.
7/21/21 - Executive Session
8/18/21 - Speaker Scott Wozniak “Building A Raving Fans Engine”
Program Description
Magic happens when you pair consistent excellence with unexpected delight. Some companies have figured out how to make this the normal experience for their customers. This workshop will teach you a system so you can make this your “normal” too. This goes beyond a marketing message or a script for phone reps. I will teach you exactly how great organizations, such as Chick-fil-A and Disney Theme Parks, actually operate their businesses. This workshop includes specific methods and practical tools. It’s a how-to workshop, not a you-should workshop. If you are ready to have highly-engaged employees, generate more sales, and build a community of brand ambassadors who can’t stop talking about you, you need to build a Raving Fans Engine.
Value To Members
Leaders will learn what is required to build a Raving Fans Engine and, as a part of the workshop, use that to do an initial assessment of how their organization is doing. They will learn specific ways that other companies have set up their systems and the principles behind those specifics so they can create their own systems. They will walk away with a comprehensive system for running a great organization, a system that comes from insider knowledge on how the best are actually doing this.
Biography
Build Your Raving Fans Engine
Why Do You Need Raving Fans?
Scott Wozniak, CEO of Swoz Leadership, has worked with leaders on six continents to help them thrive. He has been a speaker and consultant for senior leaders at multi-billion dollar global companies, city governments, software startups, Ivy League universities, and healthcare facilities. Scott spent eight years as a full-time employee at the Chick-fil-A Corporate Headquarters, consulting directly with the founding family and executive team to design leadership development programs, set strategy, and lead company-wide initiatives. In addition to career work, he has started four organizations (two non-profits/two for-profits) and written three books. In his spare time, he enjoys adventures with his wife and four kids, designs board games with his fellow Mensa members, and pushes the limits in a variety of extreme sports.
9/10/21- Retreat
10/20/21 - Executive Session
11/17/21 - Speaker Eric Kish “FROM 5 TO 50 TO 500: HOW TO BUILD AND RUN SCALABLE ORGANIZATIONS”
Program Description
Scalability is not about resources, it’s about a mindset. An adaptability mindset. Organizations are complex organic living systems that can adapt and grow. Developing and sustaining adaptive capacity in organizations is the main job of a leader preparing to scale. Eric Kish was on the front lines of developing adaptive capacity, continuously
experimenting with methods to create scalable organizations. Intent Driven Management™ is a methodology to build and sustain scalability in any organization. It is based on a leadership philosophy inspired from a 200 years old military leadership style, practiced with great success by the IDF.
After serving 10 years in the Israeli Armored Corps, Eric developed the methodology while leading 12 companies across 7 industries and 3 continents over 22 years. Two of them scaled from millions to billions in revenue and valuation.
The program introduces Intent Driven Management™ philosophy and its implementation methodology.
Value To Members
Field tested methodology to build and run scalable organizations
Biography
Eric Kish is a CEO, Speaker and Author with 20 years of experience in scaling organizations. To date he turned around and/or scaled 12 companies, two of them from millions to billions in revenue.
Eric started his career in the Israeli Defense Industry while serving in the Israeli Armored Corps. Throughout his life and career Eric lived and worked in 11 countries and speaks fluently 6 languages. He is currently CEO of Nanoramic Labs, a nanomaterials and energy storage devices company in Boston, MA. He is also Managing Partner of Kish and Partners, providing business execution education and consulting to companies interested in scaling.
Eric is the author of two books: 5 to 50 to 500: How to build and run scalable organizations and Everyday Turnaround: The Art and Science of Daily Business Transformation.
Eric earned his M.Sc. in Business from Stanford Business School. He is also an Electrical Engineer with a Masters in Power Electronics.
12/15/21 - Speaker John Baker “THE ASKING FORMULA - ASK FOR WHAT YOU WANT...AND GET IT!”
Program Description
The Asking Formula is a one-of-a-kind program that teaches leaders and sales professionals how to more effectively ask for what they want through a simple and accessible six-step process that can be practiced, repeated and mastered. As a result of learning this methodology, people will ask with more confidence, more influence and with more self-assurance and they will get the outcomes they desire. Using The Asking Formula creates a culture that empowers people to get things done. It's simplicity drives clear and consistent communications that gain alignment from all departments including C-suite, sales, marketing, project management, operations, etc. It allows for leaders to communicate with a purpose that generates buy-in and action. Sales professionals use The Asking Formula to proactively move a deal through the sales progression shortening sales cycles and accelerating growth. During the workshop we analyze how professionals detract from their effectiveness by practicing bad asking behaviors and we eliminate these habits from daily habit.
How many times during the day - on a sales call, in a meeting, conducting a presentation, running a project, at work or at home - is it vital for you or someone on your team to ask for something that you need in order to achieve important goals? The cost of poor "asking" is measured in protracted sales cycles, non-ending meetings, decisions not getting made, avoidable misunderstandings and issues that are re-hashed over and again. What a waste of time, energy and money.
This is a highly interactive program (individual "asking situations" are examined and role-played during the session) that teaches effective asking - a skill that leads to confident communications, influence and a heightened professional image. Effectively asking for what you want is a skill that can hardly be overemphasized.
Value To Members
In addition to learning the 6 steps of The Asking Formula, Members will be expected to demonstrate their learning by role-playing their "asking situation" in front of their Vistage team and John Baker. They will receive direct and constructive coaching. The aim of the program is to generate an immediate ROI: Members will apply The Asking Formula immediately against a key business driver. Members will leave the session able to immediately:
Implement The Asking Formula: an effective, straightforward and high-impact inductive pattern for structuring best-in-class persuasive communications.
Instill into their organization a culture of productive, clear and forthright communications that provoke action and gets things done.
Use best-practice techniques that enhance communication effectiveness, build strong and effective teams, and accomplish goals.
Avoid common communication pitfalls that sabotage success and image.
Biography
John Baker has held COO and senior vice president positions at such leading companies as American Express and Ameriprise Financial. He is one of the nation's most sought after speakers, and an award-winning author. His first book, READY Thinking--Primed For Change, won the prestigious AXIOM Award. His second book, The Asking Formula--Ask For What You Want? And Get It! is a worldwide phenomenon, already in its fifth printing, and winner of multiple book awards. Marshall Goldsmith, the NYT bestselling author, says: "Implement John Baker's Asking Formula and drastically improve results in your business and personal life." John has delivered his program to hundreds of organizations, including all branches of the US Armed Forces, Fortune 500 companies, mid- and small-sized companies, associations, and trade groups. He has taught and coached thousands of people on how to more effectively, more confidently, and more successfully ask for what they want using his innovative Asking Formula program.