Birdfeeders.info

Continuing Learning For Business Leaders

What’s a “Birdfeeder”?

A “Birdfeeder” is a public appearance by an expert resource for the benefit of Vistage members. (Private appearances are closed to anyone beyond a specific group’s members.)

The Birdhouse is the collective membership of the seven Vistage groups chaired by Artie Isaac. Birdfeeders were created for Birdhouse members to meet one another and to learn about topics of interest.

Unless otherwise noted below, Birdfeeders are open to all local Vistage members and other leaders.

So there are enough seats, materials, and hospitality, all attendees must register in advance as described in each event posting below.

Questions? Please contact Monica Leck at monica.leck.vistage@gmail.com.

(If you are looking for Birdfeeders2Go, visit Birdfeeders2Go.info.)

Upcoming Birdfeeders

Patrick Ungashick
Dance in the Endzone

Thursday, May 14, 8:45 a.m. – noon
(program will be repeated Tuesday, August 18 with another Vistage Group) 

Patrick Ungashick turns the conventional wisdom about exit planning upside down. Rather than presenting “exit planning” as it’s commonly understood (i.e., the last minute scrambling many business leaders find themselves doing immediately before sale or succession) Ungashick presents a radically different approach. He asks, “What decisions need to be made today in order to position the CEO/owner for success at exit?” Too many CEOs/owners struggle at exit or leave value on the table because seemingly innocuous decisions made years ago come back to undermine their results. The good news is that taking action now not only better prepares the leader for exit, it also helps create a better and stronger business today.

Combining more than 25 years of direct experience, findings from national research involving nearly 450 Vistage members, and entertaining real-world case studies and stories, at its core this workshop is about helping business owners and CEOs get personally ready for exit. Key individual issues explored include:

  • What is my exit strategy, and how do I know if it is sound?
  • What legacy do I wish to create for myself and my organization?
  • What will I do with my time and talent in life after exit?
  • How much do I need to reach personal financial freedom, and how do I know and track my progress to achieve it?

  • Answers to the Seven End Zone Questions—the critical questions business leaders and owners must answer to personally prepare for exit
  • Complimentary assessment exercises and tools to use after the workshop

About Patrick Ungashick
In the field of exit planning, Patrick is uniquely qualified to help business owners plan for and create successful exits. He is CEO and co-owner of two companies. More importantly, for more than twenty-five years Patrick has provided exit advice and solutions to business owners in a wide variety of industries, from as small as several million in revenues to more than half a billion. Patrick is the author of two books helping business owners prepare for exit: Dance in the End Zone: The Business Owner’s Exit Planning Playbook, and A Tale of Two Owners: Achieving Exit Success Between Business Co-Owners. He has been quoted in the Wall Street Journal, New York Times, Financial Week and other print and radio media. He speaks to several dozen business groups per year how to achieve successful exits. For more information, please visit www.patrickungashick.com.

This is a private meeting of a Vistage CEO group — open to members, their guests, and potential candidates for membership. To reserve a seat, please contact Monica Leck by May 1st at monica.leck.vistage@gmail.com.

Chalmers Brothers
Leadership, Conversations, Results

Tuesday, August 11, 8:45 a.m. – noon
Wednesday, August 12, 8:45 a.m. – noon (same program, repeated with another Vistage Group) 

Clearly, what constitutes effective leadership and management today is not the same as it was 20 or even 10 years ago. Many aspects of our overall business environment and individual workplace environments have certainly changed. With these adjustments come changes in the skills, tools and competencies required for successful leadership. This interactive presentation by Chalmers Brothers offers a powerful and innovative way of understanding the actual actions required for effective leadership, management and relationship-building – especially in times of seemingly constant change.

Maybe we’ve made things too complicated in how we approach leadership, management and the creation of organizational results. Maybe we can go a level deeper than all the models, techniques and fads of the month, and discover a new source of clarity and power.

This presentation begins by offering a new framework for understanding leadership and relationship effectiveness that is so close, we often miss it. Chalmers offers that leadership and management are primarily “conversational competencies” – that is, the actions taken by leaders and managers are actions taken in language. Effectiveness requires competency in certain conversations, in designing and convening conversations that matter. While this may at first seem obvious, Chalmers explores in a new direction, opening up a new way of understanding the entire domain of language itself. Key topics covered include:

  • Effective leadership and the creation of context
  • A new understanding of language and its connection to leadership and management
  • The difference between listening and hearing – and why it matters
  • The power connected to different ways of observing
  • Specific language actions and relevance for leaders
  • Fundamental leadership conversations connected with context, corporate culture and “the essence of execution”
  • The impact of moods, emotions and workplace culture on organizational results – and how to intervene in these areas effectively

Vistage members will learn how to literally see themselves and their actions in leading and managing in a new and powerful way. This new perspective is the basis for members’ leaving the session with the ability to much more clearly understand and identify the sources of both poor performance and improved effectiveness. They will be able to immediately begin using new tools provided in the session to improve workplace communication, coordination (execution), culture and commitment to shared goals – within virtually every aspect of their organization. They will also be able to immediately apply this shift in understanding and new tools in order to improve their own emotional and physical well-being, their personal relationships and their individual productivity.


About Chalmers Brothers
Chalmers Brothers is a best-selling author, certified executive coach, leadership consultant and longtime seminar leader specializing in leadership development, workplace culture and performance, personal growth, emotional intelligence, relationship- and trust-building. His 32-year 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 sequel Language and the Pursuit of Leadership Excellence: How Extraordinary Leaders Build Relationships, Shape Culture and Drive Breakthrough Results, have been adopted by the leadership / coaching programs at Georgetown University, George Mason University, Harley-Davidson Motor Company, Newfield Network and many others. He and his wife of 31 years have 3 grown children and live in Naples, FL where he is active in Rotary Club and other civic / church-related activities.

These are private meetings of Vistage Key Executive groups — open to members, their guests, and potential candidates for membership. To reserve a seat, please contact Monica Leck by August 1st at monica.leck.vistage@gmail.com.

Chalmers Brothers
Leveraging the Power of Polarities

Thursday, August 13th, 8:45 a.m. – noon

Note: This program is intended to be presented after groups have experienced Chalmers’ Leadership, Conversations and Results program.

In his groundbreaking book Good to Great, Jim Collins outlines the apparent paradox of what he terms Level 5 leaders: extreme willfulness AND demonstrated humility. The ability to leverage the “upsides” of both of these interdependent aspects is a demonstrated hallmark of leadership success today. And it opens the door to a broader and more powerful way of understanding a wide range of current organizational and leadership challenges. Consider:

  • In your organization, do you want continuity or transformation?
  • Should you focus on your employees or your customers?
  • As a leader, should you focus on tasks or relationships? Margin or mission?
  • In your most important conversations, do you need candor or diplomacy?
  • In your life, should you focus on your business or your family?
  • In our country, do we want security or freedom?

In these and countless other situations, we want – and need – both. As Level 5 leaders have discovered, “either/or” problem solving alone is insufficient to produce sustainable success when working with these sorts of issues. Instead, what’s also needed is “both/and” polarity leveraging. In this highly interactive session, Chalmers Brothers introduces you to a powerful conversational process and framework for leveraging your most important organizational and leadership polarities: The Polarity Map™. If leaders get paid to have effective conversations – as Chalmers claims in his Leadership, Conversations and Results program – then this framework is a roadmap for some of the most powerful, direction-setting conversations you can have within your organization.

You will improve the quality of decision-making as well as your ability to accelerate and sustain desired organizational improvements as a result of learning the S.M.A.L.L. approach for leveraging polarities: Seeing, Mapping, Assessing, Learning and Leveraging.. You will gain practice in using a practical, powerful conversational framework known as the Polarity Map™. You will also more deeply understand the limitations of “either/or” problem-solving when working with many of your most pressing organizational issues, as well as the benefits of employing “both/and” polarity leveraging when appropriate. Finally, you will acquire the ability to lead new and powerful conversations with your team that will surface key polarities and expand their ability to lead and navigate successfully in our 21st century world.

About Chalmers Brothers
Chalmers Brothers is a best-selling author, certified executive coach, leadership consultant and longtime seminar leader specializing in leadership development, workplace culture and performance, personal growth, emotional intelligence, relationship- and trust-building. His 32-year 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 sequel Language and the Pursuit of Leadership Excellence: How Extraordinary Leaders Build Relationships, Shape Culture and Drive Breakthrough Results, have been adopted by the leadership / coaching programs at Georgetown University, George Mason University, Harley-Davidson Motor Company, Newfield Network and many others. He and his wife of 31 years have 3 grown children and live in Naples, FL where he is active in Rotary Club and other civic / church-related activities.

This is a private meeting of a Vistage CEO group — open to members, their guests, and potential candidates for membership. To reserve a seat, please contact Monica Leck by August 1st at monica.leck.vistage@gmail.com.

Srikumar Rao
Creativity & Personal Mastery

Online, with gatherings for Central Ohio participants.

When I started to teach creativity, Srikumar Rao was a primary influence and a generous colleague. Dr. Rao’s course at Columbia Business School was featured in The New York Times (March 7, 2004). During the past several years, I have taken three versions of CPM, including this one (CPM Live) — accompanied by Alisa Isaac, several Vistage members, and a fellow Vistage chair.

I heartily recommend this course.

Here’s how to explore whether CPM is right for you. Read Dr. Rao’s Manifesto. If it speaks to you, rearrange your life to take the class! (Here it is:
theraoinstitute.com/wp-content/uploads/2017/10/Manifesto.pdf.)

Open to Vistage members, members’ guests, and all others. Participants must interview with Dr. Rao before acceptance into the program.

See https://theraoinstitute.com/ for more information. 

Jerry B. Harvey. Ph.D. (presented by Artie Isaac)
The Abilene Paradox

Offered twice yearly. Ask Monica for schedule.

Also available for a training session at your offices.

The late Jerry B. Harvey was a favorite Vistage speaker. His Abilene Paradox teaches that much dysfunction results not from our ability to manage conflict, but our inability to manage agreement. Dr. Harvey kindly created a 20-minute video, which we will watch and discuss.

This is a life-changing lesson on organizational dynamics. It is a classic for any Vistage member.

Ask Monica to schedule: monica.leck.vistage@gmail.com

EOS Integrators Roundtable

Regularly recurring. Ask Monica for details.

Artie Isaac and Certified EOS Implementer Connie Chwan facilitate an informal gathering of those who are EOS integrators. Bring questions and hear best (and worst) practices. Not part of a monthly group meeting, this is a “Birdfeeder,” open to members and members’ guests.

Ask Monica for schedule; monica.leck.vistage@gmail.com

Questions & Answers

May I bring — or send — a guest? Yes. Please limit guests to your family, potential peer group candidates, and your key executive colleagues. If you are wondering about whether a guest is appropriate, ask Monica.

Do I need to pre-register? Yes. Please let Monica know if you are attending and the name(s) and contact information of any guests you are inviting. Monica.Leck.Vistage@gmail.com

What’s “Birdhouse”? Birdhouse is the combined membership of the peer groups chaired by Artie Isaac. Like birds of different feathers, flocking together. Please refer candidates to ArtieIsaac.com.