sweet bonanza slot

Get a Grip: EOS Tools to Clarify and Achieve Your Business Vision

Presenter: Lorie Clements, Expert EOS Implementer and Jon Kludt, Certified EOS Implementer | EOS Worldwide

Attendees of this workshop will walk away equipped with a set of simple, practical tools that can be immediately implemented by you and your leadership team. These tools are designed to help you focus on priorities, clarify issues, and gain traction as a more cohesive and healthier leadership team. We will explore the Six Key Components™ of a successful business, providing proven methods to simplify complex challenges, bring clarity to your vision, and drive your organization toward achieving its goals. This workshop is ideal for leaders seeking to enhance their strategic approach and foster a culture of continuous improvement.

Topic: Business Operations: Productivity & Execution

7:45 - 8:45 am

Is Your Company Investment Grade? 12 Key Factors to Attract an Outsized Valuation

Presenter: Zane Tarence, Managing Director and Partner [Vistage Speaker] | Founders Advisors

Given today’s dynamic M&A climate, business owners need a candid market perspective on what drives enterprise value.

Join us to learn:

• What it takes to attract an outsized valuation from institutional grade buyers


• A 20 minute market based approach to assess your company’s “investability”


• Top 5 deal breakers and seller missteps


• How to better align operational focus with value creation

Topic: Financials: Mergers & Acquisitions

7:45 - 8:45 am

Eliminate Hiring & Management Mistakes; How Data Analytics Save Time & Money

Presenter: Barry Shulman, Principal | Shulman Associates Search Services, Inc.

Experts agree 90% of business problems are people problems. Do you have the right people in the right roles? How do you assess employees and candidates? Can you accurately define and articulate job specs for every role in your company? Do your managers have the tools to effectively create and manage teams for maximum performance, profitability, and ROI? How do you address over-and-under performers, conflict resolution, and communication? Can you quickly and effectively create winning teams and predict how they'll work together? In this breakout you’ll takeaway tools to easily optimize your talent.

Topic: Leadership: Employee Development

7:45 - 8:45 am

Master Sales Hiring: Leverage Analytics & Poker Skills for an Unfair Advantage!

Presenter: Steve Heroux, Founder & CEO [Vistage Member and Speaker] | The Sales Collective

Have you ever hired a salesperson you were convinced would be a superstar, only to find out they aren’t? On average, a single bad sales hire costs your company $1.3 million in lost revenue! Worse, there’s only a 25% chance you’ll hire the right salesperson. There’s a better way!

Learn from the world’s best poker players and their ability to read opponents. Imagine applying those skills to your interviews. How would that transform your hiring process and your company’s success?

sweet bonanza demo pragmatic In this workshop, you will learn how to:

• Attract and retain top sales talent.


• Get the right salespeople in the right seats using The Sales DNA Test.


• Triple your hiring success rate.


• Avoid being bluffed by candidates!

Topic: Customer Engagement: Sales & Marketing

12:30 - 1:30 pm

Preparing for a Transaction: Business Valuation Trends and Key Drivers

Presenter: Aaron Franzheim, Director and Brandon Leyert, Director | Meridian Capital

Curious about your business’ value and how investors assess it? We’ll explore the key factors influencing business valuations and how external conditions impact worth. You'll gain insights into what investors and buyers prioritize, understand what’s within your control and learn actionable steps to enhance your business value. Plus, discover essential strategies to prepare for a future ownership transition.

Key takeaways:

• Investor and buyer valuation criteria


• Strategies to increase your business value


• Preparing for ownership transition

Topic: Financials: Mergers & Acquisitions

12:30 - 1:30 pm

Build the Business You Actually Want

Presenter: Jon Chen, System and Soul Executive coach

You built a business in order to pursue freedom, but has it become a prison? In this breakout session, we will explore how to build a business and leadership team that allows you to achieve the freedom you want, improve the lives of others, and leave a legacy you are proud of. By learning to go beyond limits, you can unlock new possibilities for growth and success, transforming your business into a true vehicle for personal and professional fulfillment.

Topic: Business Operations: Productivity & Execution

12:30 - 1:30 pm

Optimize Your Financial Plan for Your Business

Presenter: Paul J. Brahim, CFP®, AIFA, Managing Director, SVP - Financial Advisor [Vistage Member] | Wealth Enhancement Group

Do you have the freedom to walk away from your business without selling it? In this session, you’ll learn invaluable tools and strategies to optimize your financial plan, increase your options and freedom. Learn from the firsthand experience of a Vistage member who successfully created optionality in a 60-year-old family business using integrated tax, estate, and investment planning strategies.

Topic: Financials: Financial Management

12:30 - 1:30 pm

The Nine Steps To a Much Longer Life with Robust Health

Presenter: John Asher, CEO | Asher Longevity Institute

A happy, healthy and highly motivated team will contribute directly to robust business growth.
In this session, participants will learn:

• An integration of all current information about health, wellness and longevity.


• The significant possibility of living to 112 with great health by following current guidelines from longevity experts integrated into a “longevity pyramid”


• The average lifespan of US adults is 76 years, and the average health span is only 63 years. This presentation shows how to gain 23 years of lifespan and 37 years of health span.


• Taking care of your team today contributes to greater success tomorrow.

Topic: Personal Development: Wellness