Vistage Emerging Leader Program Meeting and Speaker Schedule

All meetings are from 8 am to 430 pm at Wisenbaker Design Center 3010 TX-1604 Loop, Shavano Park, TX 78231

September 6, 2018
Dr. Bill Crawford, "SELF-AWARENESS: The Neuroscience of Clarity, Confidence, & Creativity"

November 1, 2018


Meaningful Conversations | Presentation Skills | Motivating Others

Enhance your influence by projecting confidence and articulating a clear leadership point of view for maximum impact. Confidently motivate others to accomplish your company’s goals.

January 31, 2019


Focus | Results-Orientation | Time Management | Productivity

Develop excellence in execution by learning how to effectively link people, strategy and operating plans together while navigating through the complexity that can derail your plans. Cultivate habits that support, rather than hinder, your concentration and productivity.

April 4, 2019

Performance Management

Performance Reviews | Mentoring | Goal Setting | Conflict Resolution

Learn to recognize the potential in others, match talent to task, define and align performance goals, and handle difficult management situations with greater certainty.

June 6, 2019

Team Management

Building Effective Teams | Delegation | Empowerment | Meeting Facilitation

Gain a broader understanding of team dynamics, managerial best practices and the role of the manager. Learn the principles that will motivate employees, strengthen trust, and build a cohesive and constructive team.

August 1, 2019

Business Finance

Financial Objectives | Key Metrics & Ratios | Financial Drivers | Key Performance Indicators

Understand the key metrics and financial drivers for your business. Learn new ways to think about strategy and how to communicate financial objectives more clearly with financial professionals. Learn how to track leading and lagging indicators as KPIs.

October 3, 2019

Executive Presence

Credibility | Authenticity | Clarity | Professional Influence

Learn to align your body language and word choice to articulate the greatest clarity of message and degree of influence. Identify your natural tendencies that distract from your message and obtain greater vocal variation, power and authenticity to enhance your leadership standing.

January 16, 2020:  Personal Accountability with Chalmers Brothers

Program Description

This highly-interactive workshop is offered to groups who have previously participated in Chalmers’ “Leadership, Conversations and Results” workshop. Based on the same powerful foundation, this session is intended to continue the learning and take participants deeper into the nuts and bolts of creating – and sustaining – what is known as a culture of commitment or a culture of accountability.

Chalmers introduces additional “language acts” that play an integral role in enabling leaders at all levels to dramatically improve execution, teamwork, collaborative action and accountability. He also provides additional opportunities for practice, feedback, self-reflection and conversation with peers regarding real-world drivers of these changes within organizations.

It is demonstrably true that an organization’s culture shapes the way people work together. This workshop makes another equally valid claim: By focusing on how people work together – the actual conversations they have, the way they actually collaborate – it is possible to consciously and positively shape the workplace culture.

Five “core competencies” are required for organizational success today: Functional, Technical, Conversational, Relational and Emotional. Chalmers provides a new framework and a new set of tools that support participants in making dramatic improvements in their Conversational, Relational and Emotional competencies, as it is precisely in these domains that the changes needed to improve accountability are based.

Value To Members

Key topics include:

  • Self-awareness and “ground rules” for success

  • Summary/review of key topics from Leadership, Conversations and Results

  • Assertions and Assessments and their role in relationships and accountability

  • Grounded vs. Ungrounded Assessments

  • Organizations as “networks of commitments”

  • Responsible Complaints vs. Complaining

  • Managing Commitments

  • Conversational competencies and tools needed to purposefully create and sustain a Culture of Commitment or Culture of Accountability

  • The “essence of execution” for organizations of all sizes and shapes

  • Context vs. Content: What’s the difference? And why does it matter for leaders?

  • New tools that can be used today – right now – to begin making meaningful improvements in both culture and execution

Attendees are invited to also listen for ways these topics may be applied to their personal lives, as it’s clear that context, relationships, communication and achieving results together apply to us outside of work, as well.

The session is structured to contain large group, small group and pairs activities, giving participants opportunities to learn with, from and through each other. It’s highly interactive, full of humor and real-life examples that provide practical “take-away’s” and “how-to’s” for everyone.


Chalmers Brothers is a certified executive coach, leadership consultant and veteran seminar leader specializing in leadership development, personal growth and development, workplace effectiveness and teamwork. A former Vistage chair in Naples, FL, Chalmers has been speaking to Vistage groups for over 20 years. His 33-year consulting and coaching career includes 9 years with Andersen Consulting (Accenture) and has given him the opportunity to work for public- and private-sector clients large and small, in a wide variety of industries. His 2005 book Language and the Pursuit of Happiness: A New Foundation for Designing Your Life, Your Relationships and Your Results and his 2015 book Language and the Pursuit of Leadership Excellence: How Extraordinary Leaders Build Relationships, Shape Culture and Drive Breakthrough Results are required reading within the leadership coaching programs at Georgetown University and George Mason University, as well as the leadership and coaching programs at Harley-Davidson Motor Company, The Newfield Network, and many others.

February 6, 2020: Change Management with Ian MacDougall

Program Description

This workshop is a natural follow-up to my presentation on organization lifecycles. 

Team member engagement is a fundamental expectation of the modern workforce and yet according to the Gallup Organization 67% of team members are 'not engaged'. These are not your worst employees - they give you their time but not their best efforts or ideas. Engaged team members help their organizations in three important ways:

  1. Customer relations

  2. Organic growth

  3. Profitability

This workshop will provide participants with tools that will measurably enhance the engagement and commitment of these team members - tools that have proven to be effective at getting organizations to PRIME (the optimal lifecycles stage) and keeping them there.

Value To Members

Ian MacDougall approaches this topics from an experiential standpoint. He has deployed the process being taught within his client organizations for more 35 years. The takeaway value of this workshop is considerable and immediate.

Value to Participants:

  • Avoid and/or confront complacency - the silent killer of many organizations

  • Drive change initiatives deeper into the organization

  • Build a culture of ownership for the long term success of your business

  • Engage more team members in the pursuit of PRIME

  • Maintain or regain the spirit of entrepreneurship within your organization

  • CEO’s and Founders will be freed from ‘small’ problems so that they are able to deal with bigger problems

  • Needed changes will occur faster and more predictably


Ian MacDougall is the Founder of Corporate LifeCycles Inc. - a consulting firm which specializes in large-scale organizational change.

The mission of Corporate Lifecycles is to change the way management is practiced and taught – one company at a time.

Prior to founding Corporate LifeCycles, Mr. MacDougall was President and Senior Associate of Adizes Associates, Inc. in Los Angeles, California. 

Ian MacDougall has consulted with government agencies as well as small, medium and large corporations worldwide in a diverse range of industries, including aerospace, defense, manufacturing, publishing, retail, high technology, financial services, telecommunications and higher education. 

His clients have included the New York University Center for Entrepreneurial Studies, Icelandair, Hunt Oil Company, The Conference Board, Bank of America, Los Angeles County Department of Children’s Services, U.S. Naval Weapons Research China Lake California, Vistage, TEC Canada, Young President’s Organization, Shell Oil, Charles Schwab & Co., Knight - Ridder, The Automobile Association of America (AAA), Vodafone, UCLA Graduate School of Business, The Reykjavik Art Museum, The Institute for International Management Consulting, The University of Applied Sciences in Ludwigshafen, Germany, Houghton Mifflin Harcourt, the National Power Company of Iceland and the Association for Unmanned Systems.

In addition to his consulting practice Mr. MacDougall is an award winning speaker who has delivered more than 600 presentations to C-level executives and aspiring entrepreneurs across the country and around the world.

His work has taken him to the mainland of China, the United Kingdom, the Republic of Ireland, Canada, Spain, Germany, Iceland, South Africa, Zimbabwe, Scandinavia, Sri Lanka, Australia, Singapore, Hong Kong, Israel and Ecuador as well as almost every state in the Union.

Ian MacDougall was born in Scotland, educated in Scotland, England and the United States and makes his home in Boca Raton.

April 2, 2020:  Change Management with Vered Kogan

Program Description

The only constant in life and business is change. Leaders must possess key competencies to help their organizations thrive during times of change, including finance, operations, marketing, strategy, and so on. However, mastering these skills is often not enough to overcome problems. Many change programs fail to meet objectives because they do not fully consider the human (inner) side of change. 

In this workshop, Vered Kogan will teach participants why it is so difficult for people to change and how they could leverage the power of their brain to achieve better results.

Key issues covered include: 

- The power of the subconscious mind

- A cognitive priming technique to reframe beliefs 

- Mindfulness rituals to diminish feelings of stress

Value To Members

The participants will leave with an understanding of what prevents them and others from achieving the outcomes that are most important to them. They will learn how to manage their focus, physiology, and emotional state to best support themselves and their teams during times of change.


Vered Kogan, MBA, is a certified executive coach, Trainer of neuro-linguistic programming and Time Line Therapy™, and a Board-certified hypnotherapist. She is the President of Vered Kogan Coaching, a boutique professional coaching firm based in Scottsdale, Arizona specializing in peak performance and change management. Over the past 12 years, Vered has worked with hundreds of executives and entrepreneurs to transform their career and business from the “inside-out” through proven science-based techniques.

April 23, 2020:  Vistage Executive Summit

June 4, 2020:  Change Management with Chris Westfall

Program Description

Every leader faces the challenges of change.

It seems that change can take a long time, but actually: change happens in an instant. The phone rings. The loan is approved. The new hire says, "Yes". Boom. Change happens.

It's preparing for change - and coping with change - that takes time. Now, maximizing your leadership communication - and leading others through change - doesn't have to take forever.

In this innovative and interactive workshop, Members' Choice Award-Winner Chris Westfall shows you how to connect and engage with your employees, and lead your team through change. Maintaining the status quo isn't why you're in Vistage. You want to help others to face their challenges, explore new growth, and tap into proven leadership strategies. Ready to change the conversation? It's time for a new look at Leadership Language, featuring one of the top-rated speakers in Vistage.

According to a recent survey by PWC, which I discussed in my Forbes, article, 77% of executives are desperately seeking two critical soft skills: creativity and innovation. That's creativity, as in the ability to create new solutions, new opportunities and new results. And innovation, as in "the way your company will grow and face the future". No wonder these skills are in such high demand and short supply: there's never been a Vistage workshop quite like this one. What would it mean to you, if you were able to inject greater authenticity, creativity and innovation into your team?

There's an old myth that needs to be shattered, and it's this: change comes from pain. And it's cousin: change causes pain.

What if there's a way to lead through change, without the pain? Sound impossible? Maybe with some new tools, you might find new results. Maybe it's time to take the pain away.

The video below will tell you more:

Are you willing and ready to look at a new way of leading through change? If not, then this workshop probably isn't a fit for you - or your group(s)! But bringing new ideas to Vistage members is what drives engagement, dialogue and interaction. This workshop isn't a lecture, or a trip back to school - it's a personalized journey of discovery - leadership discovery - for everyone in the room.

What does your group need to discover, about leading through change - and communicating in a way that connects with your audience (no matter who that audience might be)?

Don't let transitions and market shifts slow you down - there is a way to tap into a greater connection, and turn soft skills into hard results. This workshop provides insight into communication skills - so you can inspire the kind of engagement and results you need. That's what this workshop provides: insights into inspirational leadership, in an interactive format, so you can discover what's missing. Tap into creativity and innovation, and help others to do the same. Turning a soft skill into hard results is the key to your impact as a leader. This workshop will show you how.

Insights Into Leadership, Culture and Managing Across Generations from Chris Westfall:

Value To Members

Outcomes from Leadership Language with Chris Westfall include:

  • Demonstrated experiential insights into authenticity, connection, engagement and persuasion - the components of leading through change

  • Proven strategies for sharing your vision, your goals & your aspirations

  • insights into greater employee retention, even in the midst of transition, change and challenges

  • Greater leadership impact: helping you to identify and build up the leaders within your organization

  • improved team work and collaboration

  • Insights into the kind of communication that cuts through the noise. 

When you're faced with the challenges of the C-Suite (onboarding new hires, managing existing teams, driving new growth, delivering new products) you've got to understand the five pillars of leadership communication. When you access these insights, and implement new ideas, you can effectively lead through change.


Chris Westfall has coached thousands of C-Suite executives, providing insight into influence and authentic persuasion. As a keynote speaker, his clients include Fortune 500 companies, high-growth businesses and internationally-recognized non-profits. 

  • Download the Chris Westfall speaker sheet here.

  • Download Chris Westfall bio and references here

  • Visit Chris Westfall's LinkedIn profile here.

  • Download a Sample Chapter from Leadership Language: Using Authentic Communication to Drive Results(Wiley, 2018)

His top-rated workshop on BulletProof Branding has helped Vistage members with marketing and communication in powerful ways. Now, leveraging the success and guidance from his latest book, Leadership Language: Using Authentic Communication to Drive Results, he shares high-impact insights that can help you (and your organization) to face what's next.

To learn more, download a free copy of the first chapter in Leadership Language right here, and see if this message is a fit for your group(s) today.

More Information on Chris Westfall - Quick Overview:

  • Vistage Members' Choice Award Winner

  • Regular contributor to - other magazines and broadcast appearances include: CNN, ABC NEWS, PBS, Entrepreneur, SUCCESS and others

  • Sought-after keynote speaker on the topic of leadership communication, authentic persuasion and influence

  • US National Elevator Pitch Champion

  • Publisher of seven books, including BulletProof Branding and The NEW Elevator Pitch

  • Has helped raise over $100 million for entrepreneurial ventures on four continents, launching over four dozen businesses

  • Official "pitch coach" at the nation's fifth largest university - dedicated to helping student entrepreneurs

  • Award-winning MBA instructor who regularly speaks at major universities, including The University of Chicago, Wisconsin, Kansas State, Ball State, Baylor, TCU and many others

August 6, 2020:  Customer Focus with Dale Richards

Program Description

Mr. Richards has 30+ years working with 100+ companies to improve customer focus with techniques that have resulted in 2X revenue and profits. He has developed three unique trademarked models: The first is called the “80/20 Customer Gold Program”TM which provides detailed ways in which a company can use their existing customer base to double their revenue. This program switches a customer service program from a reactive to a proactive system to increase sales and customer satisfaction.

A second key program is the trademarked “Rifle vs. Shotgun Marketing”TM method for enhanced sales with less effort and cost. Too many dollars and efforts are wasted on a shotgun approach to sales. This unique program identifies key high growth and value opportunity business segments and then takes the process to success implementation. Clients have been able to grow at hundreds of percent when the normal segment growth is in the 5%-15% range.

Another Customer Centric proprietary concept is the “Why Do Customers Buy?” concept. This program identifies key reasons why a customer buys then applies those reasons into a Brand and Slogan management program to create a unique brand and competitive market advantage.

All of these proven success programs help a company see their product/service benefits and features from the customer’s view which brings about increased revenue and satisfied customers. 

These customer centered programs when put into systems, rather than tribal knowledge, can accelerate growth, customer satisfaction and customer retention.

Overall Objective – Learn key customer centric sales growth and customer base management techniques to increase revenue 2X and create sustained customer retention and satisfaction with brand recognition improvement.

Value To Members

Key concepts and value to members: 

  • Understand the importance of the top 20% customers and how to cultivate them to double revenue with the 80/20 Customer Gold Program.

  • The Rifle vs. Shotgun Marketing TM concept brings to focus high growth and opportunity business segments so that a company can accelerate sales growth and success.

  • Market brand recognition can yield significant increase in sales. Do you know why customers buy your product or service? With this important knowledge a strategically designed brand enhancement program can yield a significant competitive advantage that yields increase sales, customer satisfaction and retention.

  • Tribal knowledge can be a large negative in value and performance achievement. Strategic systems can provide increase efficiency, effectiveness and productivity for any company. These concepts have been successfully applied in 100+ companies to 2X revenue, increase customer satisfaction and retention.


Dale S. Richards is the CEO of Excel Management Systems, Inc., a 30 year Utah-based business valuation and optimization firm. Dale has turned around 100+ US companies. Mr. Richards has 25+ years of executive management experience as CEO, President, CFO, COO, CMO and Board of Director in the aerospace, utility, software, manufacturing and biomedical industries. He serves on the Board of Directors of four for-profit and one non-profit boards. Dale graduated the top student in his MBA class, has a Chemical Engineering BS degree. Dale is a Vistage Chair of a Utah CE Group and a Vistage International Speaker with 250+ speeches.