Group 9514: 2020-2021 Remaining Meetings and Speakers
10/15/20 - Speaker Dan Barnett “Make or Break Execution”
Make or Break Execution®: The core of successThe best leaders have both a clear vision and an eye for the operating detail that will “Make or Break” that vision. Lack of vision will result in a business that spins its wheels. And yet even the best vision will go nowhere in the face of poor execution. The big struggle for most leaders is how to do both. How do you actively lead your organization to ensure superb execution of your vision without being consumed by the details and the urgent "alligators" you face daily?Dan delivers amazing value with street-proven tools gained from running highly successful companies, large and small for many years. In this session you will learn to describe your organization’s future in a way that is clear and compelling to all. You will identify what matters most to achieving your vision – your “Make or Break”. You will learn how to change your company's perspective to be truly forward facing. And you will learn how to be in the middle of it all - actively linking together people, strategy, and operating detail - doing the real job of effective leaders. Dan’s whole approach is designed to create alignment in organizations and to bring fresh thinking to your leadership.
This session presents a highly effective and easy-to-implement process for keeping your organization’s performance on track to your vision. The workshop is hands-on to create a valuable learning experience so everyone leaves ready-to-implement.
Value To Members
This session presents a highly effective and easy-to-implement process for keeping your organization’s performance on track to your vision. The workshop is hands-on to create a valuable learning experience so everyone leaves ready-to-implement.Comments About Dan’s Work:“Invaluable, priceless…. I was blown away.” CEO, Charleston SC“You are truly top of the heap!” Chair, Chicago IL“Your impact on me was profound.” Group Chair, Washington D.C“"(you) make a difference in the professional lives of business owners” President, Houston TX
Biography
A recognized expert on business, Barnett has appeared regularly on CNBC's "Squawk Box", Bloomberg and the Wall Street Journal to speak on CEO confidence and leadership. Named “U.S. Speaker of the Year” by TEC Canada, “Overseas Speaker of the Year” by TEC Australia, Vistage International’s “Fast Track” speaker of the year, the Chair Excellence award and recipient of the coveted “500 Club” award, Barnett is an internationally recognized consultant and speaker whose leadership concepts - “Make or Break Execution®: the core of success” and “Make or Break CultureTM: exceptional results through people” has helped thousands of companies throughout the world.
Dan Barnett has headed companies for some of the world's leading corporations including Nestlé, Pillsbury, Weyerhaeuser, and Constellation Brands as well as running smaller private companies. He was COO of Vistage International for 7 years and is currently the CEO and owner of The Primavera Company, a private equity company focused on real estate, regional banks and restaurants. Dan has a global consulting and speaking business.
Barnett serves on the board of The Ziegenfelder Company, the maker of Twin Pop ice-pops. He is the former Chair of the DRI Foundation, a global leader in environmental research and part of the Nevada System of Higher Education and served from 2008 to 2018 on the board of Trendsource, a leader in business intelligence. Dan earned his B.S. from the University of Nevada and his MBA from the University of Maryland.
Recognition:
Fast Track Speaker of the Year – Vistage InternationalU. S. Speaker of the Year – TEC CanadaOverseas Speaker of the Year – TEC AustraliaThe 500 Club – Vistage InternationalChair Excellence AwardTop 50 Contributors to VistageChair Excellence Award
11/9/20 - Speaker Darrell Mullis “Mastery of the Financial Statements - The Truth Behind the Numbers”
Program Description
In this highly interactive presentation, Darrell Mullis teaches executives a deeper understanding of the three financial statements and how to use them as strategic decision making tools. Participants are engaged creating the three statements from typical transactions for a sample business. Key issues covered include: " Purpose, structure and relationships of the statements, three types of cash flow, principles of accrual accounting, debt vs. equity capital, cost of sales vs. operating expenses, profit vs. cash, and dealing with a cash flow problem.In the final hour of the program, Darrell teaches management's role in the business cycle and how to use the statements to improve strategic performance. This process lets executives analyze whether they are spending their time on strategic or tactical issues in their company. The final few minutes provides an overview of the 3 bottom lines and how to improve profit, cash flow and return on invested capital.Despite finance's reputation as a boring topic, this workshop makes it fun and easy to learn. Because of the depth of content and typical audience interest and engagement, Chairs are requested to provide a minimum of 3.5 hours for completion of the program.
Value To Members
Members will leave with confidence that they can read and fully understand their own company's financial reports and communicate financial objectives more clearly with colleagues and financial professionals. They will identify any questions they have for their accounting professionals and any concerns about how financial information is being organized and reported at their company. They will also leave with new ways to think about strategy at their company and new tools for analyzing and improving profit and cash flow.
Biography
Darrell Mullis, author of The Accounting Game,™ is the owner and founder of MetaMark Learning a training and consulting company specializing in leadership development programs in business and financial acumen and executive communication. His programs have been successfully delivered in North and South America, Europe and Asia during the past 25 years to clients like, ABB Ltd, Harman International, Herman Miller, Johnson Controls, Redpath Mining, and Turner Broadcasting.
12/17/20 - Executive Session
2021 Meeting and Speaker Schedule
1/21/21 - Speaker TBD
2/18/21 - Executive Session
3/18/21 - Retreat Speaker Charles Scott “What Do You Want To Be When You Grow Up?” Program DescriptionCharles 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
4/15/21 - Executive Session (Half day)
5/20/21 - Executive Session
6/17/21 - 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.
7/15/21 - Executive Session
8/19/21 - 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 Enginehttps://youtu.be/wHTaPw6dQEA Why Do You Need Raving Fans?https://youtu.be/Hl2gwGfX9IQScott 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.
9/16/21 - Speaker TBD
10/21/21 - Executive Session
11/18/21 - Speaker Eric Kish “FROM 5 TO 50 TO 500: HOW TO BUILD AND RUN SCALABLE ORGANIZATIONS”Program DescriptionScalability 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 MembersField tested methodology to build and run scalable organizations
BiographyEric 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.
12/16/21 - Speaker TBD