Jay Holstine's CEO peer group June meeting guide

VISTAGE

June 24, 2021 meeting at Sevy’s Grill

Inspiring Excellent Leadership Your CEO Peer Group

July 21st meeting hosted by Pepelwerk (Kim Kelley) 8:30

Meeting Starts: Check-In

9:30

Speaker

11:30

Lunch

12:00

Issues & Opportunities

3:30

Wrap Up / End of Meeting

Jay Holstine, Chair

214.395.0640

jay.holstine@vistagechair.com

CE 5400 Member - About Us Christie Williams Lee Financial is an independent wealth management firm that provides financial advisory services including financial planning, investment management and human capital development to highnet-worth individuals and families nationwide.

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Pioneer RIA firm serving clients for over 45 years $1.2 Billion in assets under management $5 Billion in assets under advisement Over 400 current clients Unique alternative investment expertise

John Wendling At Parkland Community Health Plan, when we think of healthcare it extends far beyond visits to physician offices. We look at the member and their entire lifestyle to find ways to help each person along in their wellness journey.

• $750M P&L and over 220,000 Medicaid member lives • 5-year expansion plans: • Marketplace/Exchange product through the Affordable Care Act (ACA) by 2024, • Commercial product by 2025, • Additional Medicaid populations STAR+ by 2024 • Reinvest profits into Dallas communities to combat food and internet deserts Kendall Koff RailPros team of professionals serve clients throughout North America delivering design, construction management, planning, program and project management, inspection, safety and flagging, and staff augmentation support.

• Rail is our business, with 800 professionals serving clients across North America • Engineering: Largest team of expertise in every area • Field Services: Providing flagging to all major railroads • Training: Supporting the safety and compliance of our team • Media Production: Creating custom media to educate, motivate and engage your audience Kim Kelly Pepelwerk is an all-in-one hiring hub. It's not just our technology that makes us innovative, it's our outcomes. We made it easier than ever for companies hiring to close the skills gap, achieve diversity, equity, and inclusion goals and find the best candidate for the job when work needs to be done.

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Create and Measure Social Impact Simplify Candidate Sourcing Hire Based on Skills, Abilities and Attributes Create Human Connections

CE 5400 Member - About Us Mark McIntosh RevGrow is a B2B lead generation and revenue growth firm that helps business leaders increase revenue by generating a steady and predictable flow of qualified leads and targeted C-level appointments, while positioning them as the authority in their field and someone their prospects will know, like and trust.

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5 years in business serving 100+ clients Deliver 7-12 targeted (quality) appointments per month Client retention in excess of 12 months No long-term contracts, month-to-month

Robert Gifford Johnston Clem Gifford is a law firm that specializes in Financial Services, Real Estate, and Corporate Plaintiffs.

• Realized $20 million for major regional bank • Trial court and appellate court wins on nine-figure claim for private property owner in Deepwater Horizon litigation • Member plaintiffs' executive committee member for Apple iPhone slowdown litigation Ty Burgess Hive Wellness helps employers and benefits advisors navigate the complexity of health and wellness benefits. We employ a wide array of advanced data science methodologies to predict and manage hidden disease risk and cost. These intelligent insights allow for better coverage, care and intervention strategies, ensuring that the right care is provided at the right time to all members.

• Make smarter decisions around health and stop-loss insurance • Measure access, quality and affordability of existing health plans and provider networks • Pragmatically shift toward proactive well care vs. expensive and reactive sick care Vicki Wallace Transworld Business Advisors is a full-service business brokerage company specializing in business sales, business valuations, mergers and acquisitions.

• “Local presence with a global reach” 200 offices and 600 agents throughout the United States • Experienced team. Many have personally started and sold their own businesses • Awarded Best Business Broker of McKinney: 2019 & 2020

Our Meeting Schedule “Founding Members” will vote on the meeting dates, speakers, party and retreat format

Date June 24 Thursday July 21 Wednesday

Host Location

Speaker or Meeting Type

Topic

Sevy’s Grill

Meet each other in person

Pepelwerk / Canyon Creek CC

TBD

Founding members determine meeting parameters.

Issue Processing

August 18 Wednesday

Lee Financial

DISC Specialist

DISC personality test lets you determine your DISC profile quickly and understand how these factors, Dominance, Influence, Steadiness and Compliance, explain your behavior towards others and the everyday things you do.

September 22 Wednesday

RailPros

Craig Weber 2012 Vistage Speaker of the Year

Influence in Action

October 20 Wednesday

Johnston Clem Gifford

November 17 Wednesday

Transworld

December 4 Saturday

Holiday Party

December 15 Wednesday

RevGrow

January 19 Wednesday

Hivewellness

February 16 Wednesday

Member Office

March 16 Wednesday

Gleneagles or Hackberry Creek

May 18 Wednesday

Executive Session

Member Office

Executive Sessions

Executive Sessions

Location: TBD