7:45 - 8:45 am

Breakfast Session | Corporate Real Estate 101: Expand, Contract, Own, Lease, & Design for Your Future

Presenter: Panel of Executives from Ryan Companies

In a post-covid world, returning to the office can be tricky. In this session, we will discuss:

• What does this mean for your company’s real estate needs?


• Defining the value that corporate real estate can play within the overall organization for industrial, office and TI branding


• How to build a real estate strategy with purpose while also integrating it into the company’s culture

Topic: Business Operations: Infrastructure

7:45 - 8:45 am

Breakfast Session | Train Your People, Then Trust Your People

Presenter: Adam Lovill, VP of Customer Success at Trainual

Does your struggle with delegation hold your team back?
Building an effective, high-performing team requires you to attract the best talent and then trust them to get the job done. However, many leaders struggle to truly trust their teams and achieve their goals. In this workshop, we'll review some of the common pitfalls leaders run into when scaling their teams. We'll also share a framework for helping you build a trusting team that consistently delivers results.

Topic: Performance Management

7:45 - 8:45 a.m.

Breakfast Session | Transforming Your Business Through Intelligent Process Automation

Presenter: Mark Shivers, Founder & CEO, Ignite IPA; Manny Velazquez, Head of Strategy and Architecture, Ignite IPA

Are you worried about hiring/retaining staff? Are you nervous about inflation or a potential recession/depression? Are you looking to grow your business but are concerned about the increased costs?
Leveraging automation can help companies of all sizes support their corporate strategy and achieve high ROI by reducing expenses, avoiding costs, accelerating revenue, and creating more efficient business processes. In this session you will learn about intelligent process automation technologies, and how other companies have leveraged them to achieve higher margins. Opt-in-participants will receive a complimentary opportunity identification assessment focused on creating a quantifiable pipeline of value-based automation opportunities.

Topic:Business Operations: Technology

7:45 - 8:45 a.m.

Breakfast Session | Get Management & Hiring Right Every Time; Avoid Mistakes, Save Time, Money & Heartache

Presenter: Barry Shulman, Principal, Shulman Associates Search Services, Inc., Premier Certified Predictive Index Partner

Experts agree 90% of business problems are people problems. Do you have the right people in the right roles? How do you assess employees and candidates? Can you accurately define and articulate job specs for every role in your company? Do your managers have the tools to effectively create and manage teams for maximum performance, profitability, and ROI? How do you address over-and-under performers, conflict resolution, and communication? Can you quickly and effectively create winning teams and predict how they'll work together? In this session, learn how to easily optimize your talent using The Predictive Index.

Topic: Hiring, Recruiting, Sourcing

12:30 - 1:30 p.m.

Lunch Session | CEO's Candid Guide to Right People, Right Job, Right Fit To Scale the Business

Presenter: Advisors from Culture Index

Join the Culture Index team to reveal the true fit of your executive team and leaders- who is in the right seat and who is not? Do you have the right team in place to scale your business? Not getting the top and bottom line growth by not hiring and obtaining the right team? In this session, you will be prepped to utilize data to make more objective human decisions in securing the right talent in order to drive sustainable growth. Walk away with new insights, tips, and practices to implement into your business and better align your people.

Topic: Leadership: Communication & Alignment

12:30 - 1:30 p.m.

Lunch Session | A Framework for Monetizing Your Business and Delivering Generational Success

Presenter: Scott MacDonald, CPWA®, Senior Vice President-Wealth Management, UBS Private Wealth Management, Jeff Wasson, CEPA®, Senior Vice President-Wealth Management, UBS Private Wealth Management

As a business owner, you are hyper-focused on the day-to-day responsibilities of running your business, but often times, never take the opportunity to take a step back and ask: What’s Next? We’ll bring expert insights on: Personal Planning, Business Planning, and Life Planning before the sale of your business.

Topic: Personal Development: Exit & Succession Planning

12:30 p.m. -1:30 p.m.

Lunch Session | The Nine Steps To a Much Longer Life with Robust Health

Presenter: John Asher, CEO, Asher Longevity Institute

A happy, healthy and highly motivated team will contribute directly to robust business growth. In this session, participants will learn:

• An integration of all current information about health, wellness and longevity


• The significant possibility of living to 112 with great health by following current guidelines from longevity experts integrated into a “longevity pyramid”


• The average lifespan of US adults is 77 years, and the average health span is only 63 years. This presentation shows how to gain 23 years of lifespan and 37 years of health span


• Taking care of your team today contributes to greater success tomorrow

Topic: Personal Development: Wellness

12:30 p.m. -1:30 p.m.

Lunch Session | 10X Your People and Take Your Business to the Next Level

Presenter: Michael Erath, Founder and Lead Business Guide, Next Level Growth

Most frustrations are rooted in uncommunicated expectations. Michael’s presentation will equip you with specific Next Level Growth tools and processes to level up your leaders, managers, and front-line employees to significantly improve communication, alignment, and performance. This presentation is ideal for companies using a business operating system like EOS® or Scaling Up. You will learn how to:

• Take your Org Chart, or EOS® Accountability Chart, to the Next Level


• Have highly impactful Quarterly Coaching Conversations, and implement corrective action Coaching Plans when needed, that drive alignment and performance


• Stop water-boarding your new hires with a simple, effective onboarding process

Topic: Talent Management: Retention & Engagement