Vistage Executive Summit

18th November 2022 8:30 AM - 3:00 PM

Event Overview

Vistage Executive Summit - London

Innovation. Courage. Decisions.

Equip to climb with a deep dive into an economic forecast, your most pressing leadership concerns, and inspired best practices imperative to continued success. Gather with Vistage peers from your greater community to power your ascent in 2022 and beyond.

You will hear from our Vistage Economist Roger Martin-Fagg, along side Chief Research officer at Vistage Worldwide. Joe Galvin. This will be followed by breakout sessions organised by some of our headline sponsors. Finally, you will hear from our exciting Keynote, Jitske Kramer.

Event Speakers

Jitske 520

Jitske Kramer

Building Tribes and Jam Cultures

Have you ever looked at your organisation as a tribe?

Jitske has. An organisation is a living entity, with village squares and town halls (meeting rooms), alleyways and taverns where the real dialogue takes place (smoking areas and coffee corners). With chiefs (leaders), elders (regulatory bodies), hunters (sales), magicians (IT, HR, change managers, consultants) and gatherers (the fee earners). To truly understand the ins and outs of a tribe and to guide the so-called intangible organisation culture, it is important to understand how people shape cultures.

Jitske will take you on a fascinating journey about how people shape cultures and how cultures shape people. Full of stories and anthropological lessons about people, culture, change and leadership.

Jitske will then follow with dicussing the value and necessity of inclusion and diversity for teams and organisations. About power, ranking, taking risks and how people set and push boundaries. Jitske discusses heavy themes in a light-hearted manner. She makes you think about how much diversity you can handle and want to handle, what this requires of leaders.

You will leave a different person than you were when you arrived.

RMF New website

Roger Martin-Fagg

Economic Update

Covid has changed the way things work. 

We will consider the key indicators of economic activity and forecast interest rates, growth and inflation for the next two years.

Roger is a practical researcher.  He focuses on how the economy really works and on the links between FT100 reward systems, the behaviour of banks and economic instability. He also researches his clients trading environment as a necessary component of his teaching. His book “Making Sense of the Economy” is in its fourth reprint.

 

Joe 520

Joe Galvin

Vistage Research and Insights for CEO's

CEO Projections 2022: Embrace the Revolution

Despite mixed economic signals, small and midsize enterprises are adding employees at record levels, providing workers with more options, opportunities and power than ever before. The decisions, investments and leadership challenges CEOs are focused on in 2022 center around talent, specifically the hiring, retention and development of people. In this session, you'll gain perspectives on how to embrace the workforce revolution with the latest UK CEO data and insights from Vistage Research.

Agenda

Leonardo Royal London St Paul's
18th November 2022
08:30 - 15:00

08:30 am

Registration Opens - Breakfast and Networking

09:15 am

Welcome and Introductions
Sam Reese - CEO of Vistage Worldwide
Brad Waldron - Emcee

09:40 am

Roger Martin-Fagg - Economic Update

10:10 am

Joe Galvin - Vistage Research and Insights for CEO's

10:50 am

Q&A with Roger and Joe

11:00 am

Coffee Break

11:30 am

Sponsored Breakouts

  • Planning for Life After Business Exit  
  • Avoiding Disputes with Employees, Suppliers and Customers
  • Innovation - Your Roadmap for Growth
  • A Company Sale - From all Sides of the Deal table 
  • A Framework for Digital Transformation That Cannot Fail 
  • What the Heck is EOS? 
  • Mid-market M&A and debt market trends and an overview of debt options available to businesses

12:30 pm

Hot Lunch and Networking

13:30 pm

Keynote - Jitske Kramer

15:00 pm

Summit Close

Sponsors

Silver

Breakout sessions

11:25 am

Planning for Life After Business Exit 

•    Maximising tax efficiency
•    Consideration of future income requirements to secure ideal lifestyle preferences and consideration of gifts to family members pre-sale and   cashflow planning to help determine the level of any gifts
•    Investment post exit 

11:25 am

Avoiding Disputes with Employees, Suppliers and Customers;
A panel discussion to help you protect the value of your business and avoid costly disputes.

In this session we will share key insights and discuss the legal issues that you must address, such as:
Talent attraction, retaining and incentivising, driving high performance vs protecting wellbeing, addressing culture and hybrid working challenges. As well as planning ahead to ensure you are adequately protected for key people leaving and avoid unnecessary time, resource and money on legal disputes and understand when to engage with lawyers if a legal dispute arises

The panel is made of Faye Bargery a market lead, regional managing partner who has over fifteen years’ experience in corporate law. Charlotte Sloan who deals with a wide variety of contentious and non-contentious aspects of employment law and Katie Byrne who has considerable experience in a wide range of domestic and international commercial contract, liability and professional negligence disputes.

11:25 am

Innovation - Your Roadmap for Growth

We live in an era where technology underpins business and transforms industries. We are often overloaded with stories of innovation from the famous tech giants. However, in this inspirational session, Gerry will describe some of the key ways to find the seeds of innovation in your business. He will then shine some light on them with examples of real smaller and mid-sized businesses, who have levelled up their success.


Gerry Lawrence is an Innovation Expert, Entrepreneur and Speaker. He spearheaded technology at the UK’s first ISP and founded the UK’s first Internet based CCTV company. He is now a Director at Freeman Clarke.

11:25 am

A company sale - from all sides of the deal table - Panel Event

Any business sale involves many parties, many different perspectives – and many moving parts. Join corporate finance advisor BCMS for an unique, unmissable opportunity to hear from all parties involved in landmark transaction: H2 Equity Partners investment in leading healthcare consumables business GBUK.


You’ll hear from the seller, Guy Mills, who built GBUK. Supplying the investor perspective will be Richard Dew, Partner at H2 Equity Partners. Expert advisors are critical to a transaction, and Jonathan Dunn, CEO of BCMS – who led the deal on behalf of GBUK - will also share his expertise and advice.


An informal, informative discussion, hosted by Vistage Chair Rob Whitaker, this session is essential for those considering a potential sale or growth capital investment in their business.

11:25 am

A Framework for Digital Transformation That Cannot Fail

The biggest challenge of the fast-changing world of business is labour shortage. You probably have heard from Roger Martin-Fag that the only viable solution to this challenge is automation and systemisation. Well, stats show 87% of digital transformation projects fail, so you may wonder, how is it even a solution? 

Join Somayeh Aghnia, CEO of Geeks, in this interactive session, where she will share a framework that cannot fail. You will leave with a clear understanding of how to identify, align and prioritise your project options for digital transformation. 

This session is designed for the change makers, morphing their companies into what’s next, breaking through barriers. Those who believe real change never stops, that evolution is the solution.

Somayeh and our keynote speaker Roger Martin-Fagg recently met in Geek's Innovation Room to discuss how to stick a finger to recession with Innovation. You can listen here.  

 

11:25 am

What the heck is EOS?

The Entrepreneurial Operating System (EOS) - Maybe you have never heard of EOS, you’re wondering why business owners love it so much or you’ve read “Traction” by Gino Wickman

EOS is a set of simple, real world, practical tools that helps business owners and their leadership teams get what they want from their business.

In this panel discussion, with Certified EOS Implementer Jason Green, hear from entrepreneurs that have implemented EOS in their business.

You will gain insight and understanding from the panel about;

  • What the heck is EOS
  • How EOS has impacted their business and life
  • What’s it like to implement EOS


Vistage Chair, Frank Esson, will host a lively and informative discussion on the importance of running your business on an operating system.