Speakers (Birdfeeders)

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.)

Unless otherwise noted below, Birdfeeders are open to all Vistage members, chairs, and friends. Please share this page.

Upcoming Birdfeeders

Jerry B. Harvey. Ph.D.
(presented by Artie Isaac)
The Abilene Paradox
Thursday, September 1st, 9:30aET  
Learn More About This Session

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.

Ted Inbusch and Artie Isaac
A Conversation about Retirement Planning 
Thursday, September 1st, 11aET
Learn More About This Session

During this 50-minute session, Artie Isaac (and any attendees) will ask Ted Inbusch all sorts of questions about retirement planning:

  • How do I invest myself and my time, as well as my money? 
  • What do I have to know in order to know whether I can retire?
  • What are the biggest retirement planning mistakes you have seen?
  • And more.

Ted Inbusch is enjoying an extraordinary and varied career in corporate and personal finance. See his career highlights at:
https://www.linkedin.com/in/ted-inbusch-apma-3b8691/

The event photograph shows Ted and Artie after rafting the Colorado River through the Grand Canyon. The backup photograph was this rocking chair representing retirement and death. “Not the mood we are trying to strike,” said Ted.

Artie Isaac
Vistage Member Orientation
Wednesday, September 6th, 10:30aET
Learn More About This Session

New to Vistage? New to the Birdhouse? (Even just considering Vistage?) Want an orientation? 

Or are you a little rusty in some of the techniques, such as issue processing, talk a person, triads, the placemat, or Birdfeeders?

Come enjoy a Q&A about the tools and methods of Vistage membership.

Artie Isaac
Vistage Member Orientation
Tuesday, October 4th, 10:30aET
and
Wednesday, November 2nd, 10:30aET
Wednesday, December 7th, 10:30aET
Learn More About This Session

New to Vistage? New to the Birdhouse? (Even just considering Vistage?) Want an orientation? 

Or are you a little rusty in some of the techniques, such as issue processing, talk a person, triads, the placemat, or Birdfeeders?

Come enjoy a Q&A about the tools and methods of Vistage membership.

Artie Isaac
Cycle of Renewal 

Thursday, October 6th, 10aET
Learn More About This Session
Artie Isaac will lead a one-hour session on the Cycle of Renewal, which is taught at the Hudson Institute.
Here’s the LifeForward course Artie took at the Hudson Institute in 2019: https://hudsoninstitute.com/individuals/lifeforward/
Come learn about the predictable phases of your — and others’ — renewal.
Artie Isaac
Company A / Company B:
a change management model
Wednesday, November 2nd, 9aET
Learn More About This Session

During this one-hour session, learn how to use this one-page Change Management Plan: how to develop it and how to implement it. You can read about it here: artieisaac.com/blog/2018/04/company-a-company-b/

Before the videoconference, print this document: https://artieisaac.com/wp-content/uploads/2018/04/Go-Artie-Company-A-Company-B-only.pdf

Contact Monica to book any of these for your team…

Jerry B. Harvey. Ph.D.
(presented by Artie Isaac)
The Abilene Paradox
[Contact Monica to schedule this.]  
Learn More About This Session

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.

Artie Isaac
Company A / Company B:
a change management model
[Contact Monica to schedule this.]
Learn More About This Session

During this one-hour session, learn how to use this one-page Change Management Plan: how to develop it and how to implement it. You can read about it here: artieisaac.com/blog/2018/04/company-a-company-b/

Before the videoconference, print this document: https://artieisaac.com/wp-content/uploads/2018/04/Go-Artie-Company-A-Company-B-only.pdf

Artie Isaac
The Green Box: Personal Contingency Planning 
[Contact Monica to schedule this.] 
Recording & Handout
Learn More About This Session

During this 60-minute session, Artie Isaac will guide you through the Green Box, a checklist to prepare your business and your family for your untimely death.

This is a thoughtful exercise for anyone and everyone — and might be timely. This information is sobering and invaluable.

Jim Collins
(presented by Artie Isaac)
Productive Paranoia 
[Contact Monica to schedule this.] 
Learn More About This Session

During this 60-minute session, Artie Isaac will show a brief video message from Jim Collins to Vistage, describing an aspect of his research into why some companies thrive in uncertainty and chaos and others do not. Jim and his co-author, Morten Hansen, identified the concept of productive paranoia, using Winston Churchill as an example. In 1940, Churchill faced one of the darkest times in history. He was paranoid about how bad things could get if France was defeated in the war. His goal was not survival, but reframed in the darkest days as a grander goal of victory.

In this conversation, Jim challenges you to ask yourself:

  1. What should you be paranoid about in reference to “the island” you are protecting?
  2. What is your version of the “25 squadrons”, the things you must protect so that you are able to survive and prevail in the end?
  3. How can you keep your 25 squadrons active and fully alive? 
Ted Inbusch and Artie Isaac
A Conversation about Retirement Planning 
[Contact Monica to schedule this.] 
Learn More About This Session

During this 50-minute session, Artie Isaac (and any attendees) will ask Ted Inbusch all sorts of questions about retirement planning:

  • How do I invest myself and my time, as well as my money? 
  • What do I have to know in order to know whether I can retire?
  • What are the biggest retirement planning mistakes you have seen?
  • And more.

Ted Inbusch is enjoying an extraordinary and varied career in corporate and personal finance. See his career highlights at:
https://www.linkedin.com/in/ted-inbusch-apma-3b8691/

The event photograph shows Ted and Artie after rafting the Colorado River through the Grand Canyon. The backup photograph was this rocking chair representing retirement and death. “Not the mood we are trying to strike,” said Ted.

Artie Isaac
Cycle of Renewal 

[Contact Monica to schedule this.]
Learn More About This Session
Artie Isaac will lead a one-hour session on the Cycle of Renewal, which is taught at the Hudson Institute.
Here’s the LifeForward course Artie took at the Hudson Institute in 2019: https://hudsoninstitute.com/individuals/lifeforward/
Come learn about the predictable phases of your — and others’ — renewal.

Artie Isaac
Time Management 

[Contact Monica to schedule this.]

Learn More About This Session
Sometimes people ask me, “How do you have so much time to [write poetry or have so many Vistage groups or something else]?”
During this one-hour session, I will try to answer that question.
Jim Collins
(presented by Artie Isaac)
The Stockdale Paradox 
[Contact Monica to schedule this.]
Learn More About This Session

Admiral Jim Stockdale was a prisoner of war for eight years during Vietnam, an experience he and his wife chronicled in the book In Love and War. After reading the book, Jim asked Admiral Stockdale about how he got through the experience. Admiral Stockdale said, “I never wavered in my faith, not only that I would get out, but that I would turn those years in the camp into the defining event of my life, that in retrospect I would not trade.”

Years later in his research, Jim noted that the Good to Great leaders had the same unwavering faith and the ability to confront the brutal facts of reality.

In this conversation, Jim challenges you to ask yourself:

  1. How can you engage with those around you and embrace the idea that you can prevail?
  2. What are the brutal facts you must confront head on about the current reality?
Artie Isaac
Character Structures

[Contact Monica to schedule this.]
Learn More About This Session
Artie Isaac will lead a one-hour session on the theory of character structures, which describes early life experiences (pre-birth to 6 years of age) and how that influences us through life — through how we stand and act.
Artie Isaac
Positioning: Define Your Place In The Market
[Contact Monica to schedule this.]
Learn More About This Session

During this 60-minute session, Artie Isaac will describe the proven marketing strategy popularized by the classic 1981 text, Positioning: The Battle for Your Mind by Al Ries and Jack Trout.

Artie Isaac
Theory of Reasoned Action
[Contact Monica to schedule this.]
Learn More About This Session

When Professor (and friend) Rao Unnava invited Artie Isaac to teach his course on Consumer Behavior, he taught Artie this model — a transformational view of decision-making strategy.

During this 60-minute session, Artie will describe this favorite marketing model, the Theory of Reasoned Action, developed by Martin Fishbein and Icek Ajzen in 1967. More on the model is here — but Artie promises to make it easier to digest.

Here is a link to the materials we will use:
https://www.dropbox.com/sh/qoa0o98hg7nthfj/AAC0ITjZ5Vv-en41jZ3aK_vua?dl=0

Artie Isaac
Meditation: Basic Mindfulness Techniques
Wednesday, July 20th, 11aET 
Learn More About This Session
Artie Isaac will lead a 60-minute learning session, exploring meditation for beginners (which is everyone). With your camera off, sit comfortably for three guided or prompted meditations. 
Jim Collins
(presented by Artie Isaac)
Fanatic Discipline
[Contact Monica to schedule this.]
Learn More About This Session

What differentiates companies that grow from start-ups to great companies in the most uncertain and chaotic environments from less successful companies in the same environment? Jim uses the story of two teams racing to the South Pole to illustrate how the choices you make impact results. You can let conditions determine your pace and progress, or exert self-control and fanatic discipline in a world out of control to continue to advance to your goal.

In this conversation, Jim challenges you to ask yourself:

  1. What is the big hairy audacious goal towards which you are marching, the thing that defines what it means to prevail?
  2. What does it mean to be “20-mile marching” right now?
  3. How can you keep your people calm and on task on your 20 mile march?

Recently Recorded Birdfeeders

Dr. Gleb Tsipursky
Become a Hybrid Work Leader via Cognitive Science
August 18, 2022
Learn More About This Session

In this engaging, interactive, and entertaining presentation, you will dramatically improve your ability to become a hybrid work leader using evidence-based cognitive science techniques.

Many leaders rely on traditional office-centric collaboration and management styles in managing hybrid teams. Yet research conclusively demonstrates that, instead of incrementally improving on the old-school office-centric approach, the best outcomes in managing hybrid teams comes from adopting a flexible hybrid-first work model. This results in much higher retention, productivity, engagement, innovation, collaboration, cost savings, and risk mitigation. A hybrid-first model involves best practices adapted specifically to hybrid work contexts. Such best practices include asynchronous brainstorming, remote coworking, virtual water coolers, weekly performance evaluations, addressing proximity bias, and a culture of “Excellence from Anywhere.” This training offers case studies and best practices that you need to most effectively manage hybrid staff.

Through adopting the methods from this training, your team will excel in retention, productivity, innovation, collaboration, cost savings, and risk management, thus enabling you to become a hybrid leader in our increasingly-disrupted future of work.

More on Dr. Gleb Tsipursky: https://disasteravoidanceexperts.com/glebtsipursky/

Artie Isaac
Eliminate Stress and Cultivate Extreme Resilience (CPM)
August 4, 2022
Learn More About This Session
This is the introduction to CPM (Creativity & Personal Mastery), as developed by Dr. Srikumar Rao (with some embellishments by Artie Isaac).
Dr. Rao is available for teaching and coaching at The Rao Institute, https://theraoinstitute.com/.
As described for chairs on MyVistage.com…
Program Description

This is the session developed by Dr. Srikumar Rao. He offers this talk on the West Coast and Hawaii. With his blessing and years of training, I am offering this same content in Houston, NYC, and within five hours drive of my home in Yellow Springs, Ohio. 

The following is copied and pasted from Dr. Rao’s speaker program description.

— Artie

 

Vistage members are feeling more stressed than ever before. They are concerned about their businesses, their health and the health of loved ones and about possible deep changes in the business environment and society.

It is possible to greatly reduce, even eliminate, the feeling stress. It is also possible to cultivate extreme resilience where you bounce back from adversity so fast that an external observer may not even know that you had suffered one.

This requires a change in the way we think about stress and in the mental models we use that cause us to view the world in a particular way.

When we make changes in these mental models, entire areas of our life get cleaned up. We feel less stress and we also become far more efficient and effective in what we do.

Best of all joy, genuine, wholehearted joy, comes back into our life.

Top 3 Learning Objectives:

  1. We create our world. If we don’t like what we are experiencing, we can deconstruct parts of our world and build it up again.
  2. We stick labels on events and there is power in not sticking labels and/or sticking different labels.
  3. Goals are important. Being obsessed with goals is deleterious to our well-being AND to accomplishing them. Learn a better way.
Value To Members

It is a deeply introspective and experience-based workshop that will lead you to discover that you live your life using mental models that you assume as real, that many of these models actually do not serve you well, and that you can replace them with superior models that work much better. This sounds simple, but is actually a complex concept and by no means easy. It also requires considerable persistence to truly understand and master. If, however, you do expend the effort, you will find your life transformed in innumerable ways and full of rich musical notes that you never noticed before.

Recording and Slides

Video: https://vimeo.com/737195050
This is a recording of a remote Vistage meeting with the members of chair and friend Mark Taylor.

Handouts: https://www.dropbox.com/sh/pyfmrrswn65mr04/AABQE2xN1jlpzQWMDH9gRaXba?dl=0
(There are no slides for this presentation.)

Artie Isaac
Creativity & Collaboration, Part 1: Problem Solving
August 3, 2022
Learn More About This Session

This is a presentation I have given 100+ times to Vistage groups throughout the United States, and a couple times in Canada and England. While developing this presentation, I received the 2013 Vistage Innovation Speaker Of The Year Award.

As described for chairs on MyVistage…

In this highly interactive presentation, Artie Isaac encourages the powers of ingenuity, creativity and collaboration in each Vistage member and within their organizations. Key issues covered include:

    • Collaboration skills training
    • Brainstorming techniques
    • Stimulating personal creativity
    • Managing creative people
    • Roadblocks to creative thinking

Artie approaches problem-solving from a practical, hands-on perspective, providing Vistage members with specific methods for inducing greater creativity and productivity within their lives and organizations. Beyond explaining the concepts, Artie offers techniques for immediate implementation. The session will include active brainstorming on an issue of interest or concern to the members.

Value To Members

Members take away brainstorming and creative planning tools that can be used in daily problem solving in business and beyond. Members will have methods for inducing a creative state of mind, the knowledge of when and how to benefit from creative thinking, and new skills that encourage others within their organizations by stimulating the creative process.

Recording and Slides

Video: https://vimeo.com/737135954
This is a recording of a remote Vistage meeting with the members of chair and friend Mark Taylor.

Slides and handouts: https://www.dropbox.com/sh/u1psfq0q3l22p65/AABXKBPZgSiEB8AFS9RWvV3oa?dl=0

Artie Isaac
The Ethics Of Speech:
Lessons from a Hasidic Sage

August 3, 2022
Learn More About This Session

Think talk is cheap?  When Rabbi Yisrael Meir Kagan died in 1933, The New York Times ran two front page articles, describing the rabbi, known as the Chofetz Chaim, as one of the 36 sages for whom G-d did not destroy the world. (You should have such an obituary.) 

Come learn the rules of ethical speech codified by the Chofetz Chaim. This is not religious; this is practical living in a peaceful community, even today.

Recording and Slides

Video: https://vimeo.com/736510106
The recording includes extemporanious and bonus content, as well as a discussion with the attendees.

The text of the essay: https://www.dropbox.com/s/hnqiyqrlz3o5d05/Lashon%20Hora%202-2022%20Havurah.pdf?dl=0

Nelson Tepfer
The Finance / Accounting Function In Growing Organizations
July 21, 2022
Learn More About This Session

Nelson Tepfer is the co-founder and Managing Partner of ProCFO Partners. He speaks about the role of the finance and accounting function in growing organizations:

Your company started with an idea; now it is an organization. As it grows, the skill-and-resource gap begins to widen between what your company needs for smart growth.

Did you know that a Finance Department is built around 6 different yet interconnected functions? In this session, we discuss these different areas and help you identify where your department may be holding you back or even putting company growth at risk, despite all good intentions. Understanding what you should be getting will help you build a framework for financial management and growth that will support your strategic, financial, and operational goals.

Artie Isaac
Time Management 

February 2, 2022
Learn More About This Session
Sometimes people ask me, “How do you have so much time to [write poetry or have so many Vistage groups or something else]?”
During this one-hour session, I will try to answer that question.
Rick Platt 
Intel Arriving: A First Look In Licking County
February 1, 2022
Learn More About This Session
Artie Isaac will interview Rick Platt — the CEO at Heath-Newark-Licking Co. Port Authority and a JobsOhio Board Member — about the announcement of Intel’s $20B investment in Licking County. How might local businesses support — and benefit from — the growth?
The Heath-Newark-Licking County Port Authority was created in 1995 to take over ownership of the Newark AFB upon closing. Today, it has a three-fold mission of management, development, and solutions for county-wide economic development efforts.
Recording
Artie Isaac
On Better Writing 
January 10, 2022
Learn More About This Session

Artie Isaac speaks to the team at ZoCo Design about better writing.

Boaz Rauchwerger
Boaz Rauchwerger
How to Become Twice as Productive in Half the Time
July 23, 2021 
Learn More About This Session
sIn this highly interactive presentation, Boaz Rauchwerger shares a set of proven rules for productive meetings, , and innovative techniques for creating great teamwork. Key issues covered in this fast-paced program that are applicable immediately include: running meetings like a television program for greater productivity; ideas for optimum time management; being much more creative in marketing; innovative ideas to create great relationships with employees, customers, and suppliers.
Boaz Rauchwerger
How To Stop Worrying And Take Positive Action! 
May 5, 2020
More About Boaz

Click here to learn more about Boaz Rauchwerger.

Brian Wagner
If You Could See What I See
July 2, 2021 
Learn More About This Session

According to the Society of Human Resource Managers (SHRM), it costs over $4,000 and takes 42 days to fill an open position, on average. This number increases with the pay range, roles, and responsibilities

In this diverse and inclusive world, he has learned how to encourage those that are different from him and wants you to do the same.

Recording & Slides
Mike Carr
Control Charts and Natural Variation: Don’t Overreact (And Forecast With Confidence)
June 23, 2021
Learn More About This Session

Up month? Down month? What’s a manager to do?

What the manager must not do is just as important: do not overreact!

During this 60-minute session, Mike Carr will give you a spreadsheet that can help you not overreact to natural variation in your performance.

Mike will give you the spreadsheet, show you how it works, and explain how control limits can guide your understanding of recent results — and help you forecast future results.

Recording & Slides

Recorded on 6/23/2021

The spreadsheet tutorial: 
https://bit.ly/3wTTRK4

For password, contact [email protected]

Shan Foster
7 Steps To RESET Corporate Culture

May 12, 2021
Learn More About This Session
Shan Foster writes:
Diversity and inclusion is not important due to the racial unrest in America at this current time, but rather due to the evidence showing exponential return on the investment. From a millennial workforce to diverse backgrounds, corporations are feeling the pressure to compete for business as well as top talent. As a former professional basketball player and now community leader and advocate, I’ve seen my share of change and in this workshop participants will explore 7 steps to reset corporate culture with an emphasis on commitment, evaluation, and execution.
Using their personal stories and corporate experiences, participants will explore the challenges and benefits to diversity and inclusion. The result: an intentional, personalized plan to engage their workforce’s ideas, energy and insights, which will lead to improved customer experiences, faster innovation, and greater retention rates.
Recording & Slides
Buck Mallory
Non-competes and Other Employment Issues
May 11, 2021
Learn More About This Session
During the initial challenges of the stimulus and shutdown regulations, Buck Mallory offered ten sessions on the introduction of stimulus and re-opening regulations. A former Birdhouse member, Thomas H. (“Buck”) Mallory, Jr. is returning to offer a selection of topics on legal issues facing entrepreneurs:
Non-competes and Other Employment Issues
How can business owners protect their investments in their most valuable assets. An explanation of the limitations and pitfalls.
For more information about the Mallory Law Office: https://mallorylawoffice.com.
Buck Mallory
Guide to Negotiating Commercial Real Estate Leases
May 6, 2021
Learn More About This Session
During the initial challenges of the stimulus and shutdown regulations, Buck Mallory offered ten sessions on the introduction of stimulus and re-opening regulations. A former Birdhouse member, Thomas H. (“Buck”) Mallory, Jr. is returning to offer a selection of topics on legal issues facing entrepreneurs:
Commercial Real Estate
How can business owners approach and implement their real estate strategiues. An explanation of the limitations and pitfalls.
For more information about the Mallory Law Office: https://mallorylawoffice.com.
Tom Foster
Management Myths and Timespan
February 12, 2021
Learn More About This Session

As organizations grow, headcount increases, the number and size of projects get bigger, things become more complex. Control systems get stress tested, we outgrow processes and the wheels get wobbly. We get the work done, deliver the project, the customer is happy, but when we look in the wake, there are body bags and organizational friction. All of this has an impact on profit.

We think we have personality conflicts and breakdowns in communication, so we do personality testing and conduct communication seminars in the hope that we can all work better together. But after the seminar, nothing changes. That’s because we do not have a communication problem, we have a structure problem.

We create the structure in which people work. We set the context. It is all about structure. Change the context, behavior follows.

In his presentation, Tom Foster will share the statistically significant research of the late Dr. Elliott Jaques (1917-2003) related to levels of work in organizational structure.

Specific subject areas –

  • the flat organization is a misguided management fad — organizational hierarchy is important and exists for very specific reasons
  • personality conflicts and communication problems are often smokescreens for a misalignment in organizational structure
  • a hiring manager will not willingly hire anyone at or above his or her level of work
  • most CEOs have difficulty understanding the true nature of executive work and often, are drawn into activity that pulls them away from higher-level responsibilities.

 

From the presentation, participants will become familiar with Elliott Jaques’ “Human Progression Model.” They will understand the impact of this missing link in:

  • most hiring processes
  • managerial and cross-functional working relationships
  • defining appropriate levels of work.

Note: Participants may find it helpful to bring a current organization chart, starting with the CEO and driving down three levels into the organization (lines on the chart should represent reporting relationships), and if they exist, a short paragraph description for the CEO and each of the senior management positions.

Subscribe to Tom’s Management Blog.

Hunter Lott
2021 HR Roundtable
January 13, 2021
Learn More About This Session

HR ROUNDTABLE 2021: HR ON THE OTHER SIDE…GET OUT OF THE BABY-SITTING BUSINESS AND MAKE BETTER HR DECISIONS

Recording and Materials

Recorded on 1/13/2021

Here are follow up documents from Hunter:
https://www.dropbox.com/sh/ptjx03afmmqs4wi/AACiCPPsYUI9uPdOdpFkfT8La?dl=0

Here is more information from Hunter:
https://www.askhunterlott.com/

Here is Artie’s message to A players, inspired years ago by Hunter:
https://artieisaac.com/offerings-and-abilities/vistage/a-players/

 

Artie Isaac
Company A / Company B
January 12, 2021
Learn More About This Session

During this one-hour session, learn how to use this one-page Change Management Plan: how to develop it and how to implement it. You can read about it here: artieisaac.com/blog/2018/04/company-a-company-b/

Before the videoconference, print this document: https://artieisaac.com/wp-content/uploads/2018/04/Go-Artie-Company-A-Company-B-only.pdf

Artie Isaac
Cycle Of Renewal
December 8, 2020 
Learn More About This Session
Artie Isaac will lead a one-hour session on the Cycle of Renewal, which is taught at the Hudson Institute.
Here’s the LifeForward course Artie took at the Hudson Institute in 2019: https://hudsoninstitute.com/individuals/lifeforward/
Come learn about the predictable phases of your — and others’ — renewal.
Artie Isaac
Re-setting Your Aims for 2021
December 1, 2020
Learn More About This Session
Artie Isaac will lead a one-hour session on setting goals aims for 2021. Come learn why aims are better than goals and how to set yours.
During the session, we will refer to this document (  https://tinyurl.com/AimSettingFor2021 ) and this blog post ( https://artieisaac.com/blog/2020/10/smarty2021/ )
Dr. Srikumar Rao
How to Eradicate Stress and Cultivate Extreme Resilience
November 19, 2020
Learn More About This Session

Most people report feeling more stress in their lives now than ever before. It is possible to greatly reduce the stress we feel and even eliminate it entirely. This requires us to think differently about our life and our goals. If you implement even one or two of the ideas shared in this session, you will see a quantum leap in your effectiveness and more joy in your life.

Hear from Dr. Srikumar Rao, speaker, author, former business school professor and creator of Creativity and Personal Mastery, a course designed to effect personal transformation. Learn more at https://theraoinstitute.com/

SRIKUMAR RAO
Srikumar Rao helps leaders around the globe transform their lives so that they can experience abundant joy, no matter what comes their way. Dr. Rao is a TED speaker, author and creator of the pioneering course, Creativity & Personal Mastery.

Buck Mallory
PPP Loan Catch Up And Look Ahead
November 10, 2020 (and 10+ previous sessions)
Learn More About This Session
During the initial challenges of the stimulus and shutdown regulations, Buck Mallory offered ten sessions on the introduction of stimulus and re-opening regulations. A former Birdhouse member, Thomas H. (“Buck”) Mallory, Jr. is returning to offer a selection of topics on legal issues facing entrepreneurs:
PPP Catch-Up
A review of recent changes in regulations as businesses begin to consider forgiveness.
Wednesday, November 4th, 10aEST 
For more information about the Mallory Law Office: https://mallorylawoffice.com.
Rachel D.K. Finney
The Power of Perspective: Finding the Silver Lining When It’s Raining Cats & Dogs 
October 6, 2020
Learn More About This Session

Is a set-back, challenge or unexpected loss making it difficult for you or your team to show-up and deliver your very best performance?

Sometimes a set-back is really a remarkable path forward. Here’s your chance to harness the power of perspective and set a new course for success. This is a story about shaping our best possible future by changing the lens through which we view our challenges.

Join Rachel D.K. Finney, 20 year nonprofit executive and CEO of Columbus Humane, for an inspiring look at how she and her team leverage adversity and get the most out of difficult situations by shifting perspectives. Conquer any challenge from catastrophic flooding to lackluster programming with a journey to the bright side.

This session creates an opportunity to consider the “up side of down.” Finney, a self-proclaimed “advantage-ist” teaches the audience to consider the advantages of experiencing hardship and the good that can come from otherwise bad situations. 

A Certified Animal Welfare Administrator with 16 years of experience in animal sheltering, Rachel has degrees in nonprofit management, psychology, political science and sociology from Indiana University. She was recognized as Nonprofit CEO of the Year by Columbus CEO in 2015 and a Columbus Business First “Forty Under 40” in 2013.

Rachel operates under the philosophy that we should “never be afraid to do the right thing.” She shares her home with her husband, 2 children, 3 dogs, 2 cats and 5 fish.

Ariel R. Enisman, Esq.
Asset Protection
Thursday, October 1, 2020
Learn More About This Session

Ariel Enisman delivers a highly educational, interactive and in-depth presentation on asset protection planning for the business owner. The presentation is done in an easy-to-understand manner that allows the listeners to not only truly grasp the concepts immediately, but enables them to implement the strategies the very next day in their office. The presentation shows business owners how to protect themselves from lawyers, creditors, foreclosure deficiencies, former or current spouses, children, relatives and greedy lawsuit-obsessed citizens. While many people can make money, few know how to protect it.

Key issues include, but are not limited to:

  • Why your business is in danger
  • Due to the economy, why liability insurance is simply not enough anymore
  • How to design an Asset Protection plan for your business
  • The five fatal mistakes to avoid
  • The best Asset Protection tools and how to implement them immediately
  • How to safely and legally protect every asset you own, from everyone, every time
  • Eight keys to a good Asset Protection plan
  • Three maxims of Asset Protection
  • Domestic vs. international Asset Protection
Rosemarie Rossetti
Mentoring Teams to Embrace Change
September 30, 2020
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When faced with challenges, fear can become our greatest business obstacle. It blurs our vision, limits our ambition and dulls our competitive edge. To overcome fear, we must first embrace change. And that starts with a fresh perspective boosted by renewed ambition and confidence. Only then can we develop a strategic action plan along with the drive for personal success. Rosemarie Rossetti motivates audiences to embrace change. And with it the promise of a more rewarding career and life.

Rosemarie Rossetti, Ph.D., is an award-winning professional speaker, author and consultant. For more than 20 years, she has been empowering audiences around the world — from ten to ten-thousand. On June 13, 1998, Rosemarie’s life was transformed when a 3 1/2 ton tree came crashing down on her. Paralyzed from the waist down with a spinal cord injury, she looked deep within herself, finding new strength and new resolve. After that life-changing event, and despite many other challenges, Rosemarie became a model for courage and an incredible example of how to live life with conviction — despite adversity. Through her positive approach and sensitive use of humor, she delivers a powerful message: With courage and resiliency you can move beyond the fear of change toward restored hope and a renewed sense of purpose!

Timmy McCarthy
Ambition, Plan, Achievement — Retention!
August 19, 2020
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Birdhouse member and thoughtful CEO, Timmy McCarthy describes a program designed to retain his field level teammates by helping them design their lives.

Patrick Ungashick
Transferable Value in Action
August 18, 2020
Recording
Available only to current Vistage members. Please request password from [email protected]
Chalmers Brothers
Leveraging the Power of Polarities
August 13, 2020
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Improve the quality of decision-making, accelerate and sustain desired organizational improvements. Learn a practical, powerful conversational framework known as the Polarity Map™ to understand the limitations of “either/or” problem-solving when working with many of your most pressing organizational issues. 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.
Note: This program is intended to be presented after groups have experienced Chalmers’ Leadership, Conversations and Results program (offered the day before, 8/12). Come to both!

Chalmers Brothers
Leadership, Conversations, Results
August 12, 2020
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Effective leadership and management today is not the same as it was 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.

Dave Collins
Embrace Change and Overcome Uncertainty: Tools and Skills for Everyday Use
 
August 4, 2020
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Change is inevitable. Successful professionals must navigate unforeseen challenges and opportunities to succeed in their roles. In this workshop, you’ll learn tools to confidently work and lead teams through uncertain and challenging situations in order to adapt to change in creative and unexpected ways. You’ll learn how to use the improvisational idea of “Yes, And” to co-create new processes and practice reacting to new situations with little or no preparation time. Overall, you will learn how to practice “bouncing back” from failure to learn from new and uncomfortable professional situations where some level of imperfection is inevitable.

Michael Carr
The Deming Lens: A New Way to View Your Business 
June 25, 2020

 

Becca Apfelstadt
Time Management Tweaks: Change your thinking, change your day
June 24, 2020

Alec Broadfoot
Right People in the Right Seats, Now and Post-Crisis 
June 12, 2020

Christie Angel
On Eliminating Racism
June 9, 2020

More About Christie
Christie Angel leads the 132-year-old nonprofit with this mission: YWCA is dedicated to ELIMINATING RACISM, EMPOWERING WOMEN, and PROMOTING PEACE, JUSTICE, FREEDOM and DIGNITY FOR ALL.
Prior to becoming the CEO of YWCA Columbus in 2017, Angel had worked for a government relations and public affairs firm; served on the YWCA board; and served as deputy chief of staff and director of external affairs and services for former Columbus Mayor Michael Coleman.
More on Christie Angel:

 

Rebecca Heiss
Fear(less), Inclusive Leadership
June 4, 2020
More Resources (From Artie)

John Schuster
The Inner Game That Drives The Outer Game
June 2, 2020

Greg Ubert
Re-Starting Your Mom & Pop
May 20, 2020

More About Greg

Here is information on Greg’s book.

Michael Allosso
You On Your Best Day
May 15, 2020
Recording
Available only to current Vistage members. Please request password from [email protected]
Adam Harris
Adapting Your Business To Remote Working, The Opportunity To Thrive
May 5, 2020
Casey Brown
Pricing During Recession And Economic Uncertainty
May 5, 2020
More About Casey

Artie Isaac
Leading in Challenging Times: 5 Strategies You Should Know
April 30, 2020

Angie Hicks
Re-Starting Your Mom & Pop
April 29, 2020

Shannon Lee
The Hula Hoop of Change
April 28, 2020

More About Shannon

Natalie Siston
Energy, Attitude & Leadership: How are YOU Showing Up?
April 23, 2020

Bea Strickland Wray

Business Lessons Harvard Taught Me But My Kids Made Me Learn
April 22, 2020

Jennifer Ciccarelli
Isolation In A Home With Children
April 15, 2020

Gustavo Grodnitzky
Culture, Coronavirus, and RecoveryWhat We Can Learn From Companies That Are Weeks Ahead In Responding To This Pandemic
April 10, 2020
Steve Hammons
Start Me Up: A View Of Beyond The Shutdown
April 8, 2020
Robert Shire, M.D.
Think, Eat, Move: Effective Leadership Principles to Be Healthier, Happier, and Less Stressed
April 6, 2020

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 or no, as directed in each event. Ask any questions to [email protected]

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.