Speaker Topics
Each of our talented Trusted Advisors are here in Vistage to help bring added value to your member groups in the form of business insights and best practices. Browse the topics below to find the right speaker for your next meeting. These presentations can be used for “Lunch & Learn” as they typically run about 1.5 hours. Speaking engagements are available with no fee to current Vistage members.
Speaker: Karly Wannos
Karly Wannos is an employment attorney and Founder of The Wannos Law Firm. Karly offers strategic guidance and legal counsel to help Florida businesses minimize legal risks associated with employee disputes and lawsuits
Is your business a ticking time bomb for employee lawsuits? How to Identify and Defuse Legal Risks
Learn the Five ways businesses get sued by employees and how to avoid it
Many businesses believe that since employees are “at will” they are protected from liability. However, businesses with employees must comply with many complex state and federal employment laws. Find out what current company policies are exposing your company to legal liability and the best practices to protect your company from costly legal claims.
Doc It Right: How to Properly Document Employee Issues and Avoid Costly Lawsuits
Essential Strategies For Documenting Employee Performance, Conduct, And Other Workplace Issues
Ensure utilization of best practices for creating clear, consistent, and legally sound records that can help prevent lawsuits, defend against claims, and ensure compliance with state and federal laws. Attendees will leave with practical tips on maintaining accurate documentation that strengthens their position in any legal dispute.
Best practices to minimize legal risks for Florida businesses
How to Terminate At Will Employees and Avoid Wrongful Termination Claims
Terminating an employee can be a delicate process, and improper handling can lead to costly legal claims. This presentation will guide Florida business owners and HR professionals through the critical steps to ensure a smooth and legally compliant termination process.
Speaker: Stuart Foster
Stuart Foster, Co-Founder and Manager Partner of S3 Growth Partners specializes in marketing transformation for businesses and consumer-facing law firms, particularly in personal injury and probate. With decades of experience driving growth for top brands, Stuart brings a proven, strategic approach that delivers sustainable revenue growth and enhances in-house marketing capabilities.
Random Acts of Marketing Are Ruining Your Business
Learn about why uncoordinated marketing efforts are wasting resources and not delivering results
Businesses often want to jump straight to execution when it comes to marketing for obvious reasons – they want results. However, without leadership driving a cohesive strategy, these marketing efforts won’t connect to business results and won’t deliver a reasonable ROI. Learn how to stop wasting money and resources and achieve your growth ambitions from Stuart Foster, Co-Founder of S3 Growth Partners as he explains how to get to “revenue by design”
From Chaos to Clarity: Why Your Marketing Needs Strategy AND Execution to Thrive
Learn about seasoned marketing leadership can be the lever you’ve been missing to effectively drive your marketing to results
For middle market CEOs, marketing often falls victim to two extremes: big-picture strategies that never see the light of day or reactive campaigns that fail to drive long-term results. This presentation will highlight why achieving marketing success requires both a clear strategy and precise execution—and how a Fractional CMO can be the game-changer. We'll explore how a Fractional CMO brings senior-level expertise to craft impactful strategies while ensuring execution stays on point, all without the commitment of a full-time hire. CEOs will walk away understanding how to eliminate marketing chaos, focus their efforts, and drive measurable growth.
Speaker: Scott Mallernee
Scott Mallernee is a wealth advisor with extensive experience in tax strategy and financial planning. With a focus on helping business owners, investors, and individuals protect their wealth, Scott specializes in designing proactive tax plans that align with long-term financial goals. A trusted advisor in the industry, he brings actionable insights and practical strategies to help clients navigate complex tax systems while maximizing their financial outcomes
Is Your Accountant in Bed with Uncle Sam? Develop a Lifetime Tax Plan Focusing on Your Family Wealth, Not Just Your Business
Learn Why Most Accountants Work for Uncle Sam’s Agenda and How to Create a Long-Term Tax Strategy to Maximize Your Wealth
Many accountants operate within the IRS's comfort zone, focusing on compliance rather than advocating for their clients' financial futures. This session is designed to expose the hidden conflicts of interest in traditional accounting and equip you with the tools to take charge of your tax planning. Learn how to spot the signs of an accountant who’s too cozy with Uncle Sam and, more importantly, how to build a lifetime tax plan that prioritizes your wealth, plays the long game, and minimizes unnecessary taxes
Speaker: Tyler Wackman
Sharing his knowledge and passion for EOS and how it can truly transform an organization is what gets entrepreneurs excited about being in the same room with Tyler Wackman. His engaging keynotes and workshops help struggling entrepreneurs focus on confronting and combating the things that keep them down, hold them back and tick them off. As a Professional EOS Implementer, Tyler spends all of his time helping leaders learn how to run their businesses, build healthy teams, drive growth, and live a balanced life.
Tyler introduces a complete set of simple concepts and practical tools being used by thousands of entrepreneurial leadership teams to clarify, simplify and achieve their vision – the Entrepreneurial Operating System (EOS)®.
Real. Simple. Results.
Entrepreneur, speaker, and Professional EOS Implementer™ Tyler Wackman delivers engaging and actionable content that’s tailor-made for busy leaders. His events energize entrepreneurs who are driven to improve their businesses and the quality of their lives. Participants in Tyler’s dynamic keynotes and hands-on workshops will:
Understand the six keys to building a truly great organization
Roll up their sleeves and confront organizational issues head-on
Learn how to get everyone focused on achieving a clear company vision
Begin to instill discipline and accountability throughout the organization
Speaker: Brian Califano
Brian Califano is a thought and visionary leader in helping entrepreneurs and their businesses reach their fullest potential through best practices in the accounting and finance functions. Brian empowers companies to maximize their value and expand their cash flow by increasing the transparency of their financial statements and performance. Brian transforms companies' accounting and finance functions into best-in- breed departments. He offers financial guidance and expertise to business owners who want to focus on adding value to their customers. He will also assist companies going through a purchase or sale with the mergers & acquisitions process. Since founding AcceleratingCFO, Brian has participated in several hundred million dollars of capital raises, recapitalizations, and acquisitions/disposition activity. Brian is a Certified Public Accountant in New York State and earned his MBA in Finance from the Stern School of Business at NYU.
What is Your Company’s Due North?
The Growth Blueprint: Budgeting and KPI’s as Your Strategic Advantage
Every company needs to understand what their business goals and objectives are to determine if they are heading in the right direction or if they need to change their path of success. How does a business owner know if they are heading in the right direction? By using Key Performance Indicators (KPIs) to measure their level of success or areas of improvement in their operating performance. This presentation will show you how important KPIs are in managing your business, why implementing a formal budget and forecasting process will illustrate if your compass is positioned correctly or if you need to adjust your Due North.
