EVENT: Vistage CEO Summit & Breakfast – May 19, 2026
Georganne Goldblum
April 21, 2026
EVENT: Vistage CEO Summit & Breakfast
“Growing Through the Headwinds: Tax Advantages & Growth Strategies for 2026”
Featuring Panelists: Teri Kaye, Jess Coburn, and Carlos Garrido
Tuesday, May 19, 2026
Registration & Breakfast: 7:30 – 8:00am
Program + Vistage Roundtable: 8:00am – 10:30am
JA of South Florida, Inc. (map link)
1130 Coconut Creek Blvd.
Coconut Creek, FL 33066
Hosted by: Vistage Florida
Co-Hosted By: Georganne Goldblum, Vistage Florida Chair
CEOs: Please call, email, or DM via LinkedIn to RSVP.
The economy is shifting. Tariffs, rising costs, tightening margins, and market uncertainty are real. But the CEOs who will come out ahead in 2026 aren’t waiting for the headwinds to stop—they’re finding the advantages within them.
This invitation-only session delivers two immediate levers:
- Hidden financial upside: R&D credits and tax advantages that directly impact your bottom line
- Proven growth strategies: AI, sales, and automation approaches driving results right now
This will be much more than a seminar. It’s a working session with people who are in it with you.
Agenda Highlights
Session 1: CEO Roundtable – The VISTAGE Experience
Start the morning the way the best CEOs operate: thinking alongside peers. Using the proven Vistage model, you’ll engage in a structured, peer-driven conversation to work through a real and pressing business challenge. Bring your toughest issue. Leave with clarity and a path forward.
Session 2: The Big Beautiful Bill: Your New Competitive Advantage
Most companies are looking at the Big Beautiful Bill through one lens: savings. Smart CEOs are looking at it through two. Yes, R&D credits and tax incentives directly improve your bottom line — but for tech companies, the BBB is also a powerful selling tool. When your prospects understand the tax advantages and improved ROI they unlock by investing in your solution, the conversation changes entirely. Our experts will show you how to use the BBB to close faster, justify investment, and win deals your competitors don’t even know how to pitch.
Growing Your Top Line in a Tough Market
Waiting for conditions to improve is not a strategy. Our panelists share what’s actually working: AI-powered marketing, strategic selling frameworks, messaging that converts, and automation that frees your team to focus on growth. Real strategies, real results, immediately applicable.
This Event Is for You If:
✔ You want to reduce your tax burden and capture credits you may be leaving behind.
✔ You’re looking for a smarter way to close deals and shorten your sales cycle.
✔ You’re looking for proven, practical growth strategies; not theory.
✔ You’re ready to lead through the headwinds, not wait them out.
Expert Panelists
Teri Kaye – Tax Partner, CohnReznick | R&D & Tax Strategy Expert
With 30+ years of Tax and public accounting experience, Teri helps companies leverage federal tax incentives to reduce taxes. She will discuss how to take advantage of the R&D credits and other incentives in the “Big Beautiful Bill”. Based on her broad industry experience across technology, manufacturing, and eCommerce she can guide you how it may apply to your company.
Jess Coburn – Co-Founder & CTO, QIT Solutions | AI Leader
Jess has spent more than 25 years helping organizations leverage technology to drive security, profitability, and productivity. His work spans cloud infrastructure, cybersecurity, and the practical implementation of AI and automation in complex operational environments. Today he brings that experience directly to the manufacturing floor.
Carlos Garrido – Founder, Sandler Training Miami | Sales Strategy & Growth Expert
Carlos is a sales strategist and founder of Sandler Training Miami, where he helps companies build high-performing, scalable sales organizations. With 30+ years of experience, he advises CEOs on driving revenue growth, strengthening sales execution, and leading teams to consistent results.
Moderator
Michael Mosseri – Founder & Technologist | Transformative Innovation Leader
A serial entrepreneur and founder of Profit.ly and TotalBrokerage, Michael builds companies that use innovation to simplify complexity. He specializes in leveraging technology to cut through inefficiency, empowering leaders to move fast and focus on creating lasting industry impact.
Who Will Attend
Our CEO Summit Breakfasts have been enormously popular over the years and are very well attended. We are expecting another excellent turnout of South Florida’s Top CEOs and hope you will join me and many other leaders for this event. After our guest speaker’s presentation, there will be interactive breakout sessions to allow you to meet Vistage member CEOs and experience how Vistage CEO groups work through key business decisions.
Space is limited!
Please call, email, or DM via LinkedIn to RSVP to secure your seat at what should be an amazing event.
I look forward to seeing you there!
About Our Sponsor
Vistage Florida is a global network of business leaders focused on Better Leaders, Better Decisions and Better Results.
About Georganne
Georganne Goldblum is a seasoned executive coach with over 20 years of experience, specializing in coaching senior executives to outperform their goals and competition. Drawing from her impressive background as a Fortune 500 executive, management consultant, entrepreneur, and private investor with over 25 years of management experience, Georganne brings a wealth of knowledge and expertise to her coaching.
An MBA graduate from the renowned NYU Stern School of Business, her impact and influence in the industry are evident through the numerous accolades and awards she has received, including the prestigious Charles “Red” Scott Award. As a testament to her commitment to excellence, Georganne has earned the esteemed #1 Vistage Florida Chair Award for an impressive 13 consecutive years and has been recognized as one of the Most Influential Businesswomen in South Florida. Connect with her on LinkedIn.
