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Leadership Exchange
Agenda
Saturday, Dec 25
09:00 AM to 11:30 PM
Business growth solutions in the era of Industry 4.0.
Alice Johnson / CEO Kamada
13:00 AM to 16:30 PM
Unlocking innovation to adapt and thrive in global markets.
Michael Brown / CEO Latitut
02
Sunday, Dec 26
09:00 AM to 11:30 PM
Embracing digital transformation for sustainable business growth.
John Smith / Ceo Abalu
13:00 AM to 16:30 PM
Leveraging technology to enhance productivity and efficiency.
Anna Green / CEO Magada
03
Friday, Dec 24
09:00 AM to 11:30 PM
Competing in a flat world and gaining a competitive edge.
John Smith / Ceo Abalu
13:00 AM to 16:30 PM
Advertising strategies to market and drive growth forward.
John Smith / Ceo Abalu
01
8:00AM to 9:00AM
Breakfast
Oakville Terrace
9:00AM to 12:00PM
General Session
Carneros Ballroom - Salons ABJK
9:00AM to 9:20AM
Welcome: State of the Business and Market
Carneros Ballroom - Salons ABJK
What it means to be a good License Partner. 2026 vision.
Stuart Siegel
9:20AM to 9:35AM
Brand Updates & Resources to Support Business
Carneros Ballroom - Salons ABJK
Katelyn Castellano
9:35AM to 9:50AM
The E&V Brokerage Operating System: Helping You Retain Advisors
Carneros Ballroom - Salons ABJK
How to use brokerage operating systems / how to use it to achieve business goals, how to use it in your business.
Jill DeSilva
9:55AM to 10:25AM
Benchmarking Your Business
Carneros Ballroom - Salons ABJK
Structuring a business pro forma and how brokerage models compare to other businesses.
Kristopher Steele
10:30AM to 10:55AM
PANEL: Path to Profitability
Carneros Ballroom - Salons ABJK
Identify levers these shop leaders adjusted to get themselves to a place of profitability.
Terry DiPaolo, Debby Doktorczyk, Lori Barnett, Scott Logan, and Nick Wilson
11:00AM to 11:15AM
Talent Trends Affecting Your Business & Competitors
Carneros Ballroom - Salons ABJK
From the field. A first-hand look at talent attraction and retention trends and how that can help you in your next recruiting meeting and growth strategy.
Max Klekner
11:15AM to 11:40AM
Creating a Sustainable and Relevant Business
Carneros Ballroom - Salons ABJK
Jack Miller and Stuart Siegel
11:45AM to 12:00PM
Workshop Introduction: Overcoming Talent Attraction and Retention Objections
Carneros Ballroom - Salons ABJK
Ann Renee Miciak
12:00PM to 2:00PM
Lunch Break (On Your Own)
2:00PM to 4:30PM
Breakout Session - Group One (Small Shops)
Carneros Ballroom - Salons ABJK
2:00PM - 2:40PM | Topic 1: Tom Kunz (Planning Against P&L)
2:50PM - 3:30PM | Topic 2: Rick Foster (Driving Profitability by Increasing Your Advisor PPP)
3:40PM - 4:20PM | Topic 3: Kerin Caieiro (Overcoming Talent Attraction and Retention Objections)
Tom Kunz, Rick Foster, and Kerin Caieiro
2:00PM to 4:30PM
Breakout Session - Group Two (Medium Shops)
Carneros Ballroom - Salons CDE
2:00 p.m. - 2:40 p.m. | Topic 1: Terry DiPaolo (Planning Against P&L)
2:50 p.m. - 3:30 p.m. | Topic 2: Geoffrey Bray (Driving Profitability by Increasing Your Advisor PPP)
3:40 p.m. - 4:20 p.m. | Topic 3: Julie Thompson (Overcoming Talent Attraction and Retention Objections)
Julie Thompson, Geoffrey Bray, and Terry DiPaolo
2:00PM to 4:30PM
Breakout Session - Group Three (Large Shops)
Carneros Ballroom - Salons FGH
2:00 p.m. - 2:40 p.m. | Topic 1: Greg Kiely (Planning Against P&L)
2:50 p.m. - 3:30 p.m. | Topic 2: Debby Doktorczyk (Driving Profitability by Increasing Your Advisor PPP)
3:40 p.m. - 4:20 p.m. | Topic 3: Ann Renee Miciak (Overcoming Talent Attraction and Retention Objections)
Greg Kiely, Debby Doktorczyk, and Ann Renee Miciak
4:30PM to 5:00PM
General Session
Carneros Ballroom - Salons ABJK
4:30PM to 5:00PM
Live & In Action: Overcoming Recruiting and Retention Objections
Carneros Ballroom - Salons ABJK
Role Exercise
7:00PM to 9:00PM
Dinner Reception
Estate Wine Cave
Entertainment: Ben Thuesen
Monday, September 15th
10:00AM to 1:00PM
St. Helena Shop Welcome
1111 Main Street, Suite A, St. Helena, CA
1:00PM to 3:00PM
Napa Shop Welcome
1500 First Street, Suite 110, Napa, CA
5:00PM to 7:00PM
Welcome Reception
Vineyard Deck
Entertainment: Courtney Kelly
Sunday, September 14th
8:00AM to 9:00AM
Breakfast
Oakville Terrace
9:00AM to 12:00PM
General Session
Carneros Ballroom - Salons ABJK
9:00AM to 9:05AM
Day 2 Introduction
Carneros Ballroom - Salons ABJK
Stuart Siegel
9:05AM to 9:35AM
PANEL: Leaning into Specializations to Attract Talent
Carneros Ballroom - Salons ABJK
How shops are leveraging specializations in their talent attraction efforts.
Laura DesMoine, Bret Snyder, Will Densberger, and Ciara Caponi
9:45AM to 10:00AM
M&As: A Path To Growth
Carneros Ballroom - Salons ABJK
Angie McFarland
10:00AM to 10:25AM
Panel: M&A Success Stories and Learnings
Carneros Ballroom - Salons ABJK
Angie McFarland, Donald Brennan, Tom Spier, Melanie Muters, and Phil Di Ruggiero
10:25AM to 10:32AM
Hot Destinations: Costa Rica
Carneros Ballroom - Salons ABJK
Dawn Wolfe
10:32AM to 10:39AM
Hot Destinations: Tulum
Carneros Ballroom - Salons ABJK
Amy Leong and Ally Ballam
10:39AM to 11:00AM
How E&V Marketing Offerings Add Value and Exposure to Your Business
Carneros Ballroom - Salons ABJK
Colin Hull
11:00AM to 11:25AM
Innovation, Imagination, and Reinventing Real Estate
Carneros Ballroom - Salons ABJK
Nobu Hata
11:25AM to 11:45AM
Building Your Legacy: Strategic Succession Planning in Real Estate
Carneros Ballroom - Salons ABJK
Greg Kiely
11:45AM to 12:00PM
Regional Events
Carneros Ballroom - Salons ABJK
Tonya Thomas, Erik Clevering, Jeff Kucic, Karen Hanson, Victoria Stultz, and Karen Arenson
12:00AM to 2:00PM
Lunch Break (On Your Own)
2:00PM to 4:00PM
Breakout Session - Group One
Carneros Ballroom - Salons ABJK
2:00PM - 2:40PM | Session 1: Max Klekner (Leveraging the Whiteboard Strategy for Recruiting)
2:45PM - 3:00PM | BREAK
3:00PM - 3:45PM | Session 2 : Max Klekner (Leveraging the Whiteboard Strategy for Recruiting)
Max Klekner
2:00PM to 4:00PM
Breakout Session - Group Two
Carneros Ballroom - Salons CDE
2:00PM - 2:40PM | Session 1: Larry Mohr (Key Metrics You Should Track for Your Business )
2:45PM - 3:00PM | BREAK
3:00PM - 3:45PM | Session 2 : Michael Bianchi (How AI Can Change the Face of Your Next Advisor)
Larry Mohr and Michael Bianchi
2:00PM to 4:00PM
Breakout Session - Group Three
Carneros Ballroom - Salons FGH
2:00PM - 2:40PM | Session 1: Colin Hull (Collaboration as a Business Strategy)
2:45PM - 3:00PM | BREAK
3:00PM - 3:45PM | Session 2 : Greg Kiely (Targeting Markets to Find Growth Opportunity)
Colin Hull and Greg Kiely
4:00PM to 5:00PM
General Session Recap
Carneros Ballroom - Salons ABJK
4:00PM to 4:30PM
Share Your Takeaways
Carneros Ballroom - Salons ABJK
Katelyn Castellano
4:30PM to 4:45PM
CEO Town Hall
Carneros Ballroom - Salons ABJK
Stuart Siegel
7:00PM to 9:00PM
Dinner Reception
Village Lawn
Entertainment: Sean Carscadden duo
Tuesday, September 16th
8:00 AM - 9:00 AM
Breakfast
A casual breakfast will be available to start the day, providing an opportunity to connect with fellow attendees.
9:00 AM - 12:00 PM
General Session
9:05 AM - 9:35 AM
The Economic Outlook: What Brokerage Leaders Need to Know
From monetary policy and inflation to housing demand and migration trends, this session explores the economic factors expected to shape the North American real estate landscape. Gain a cross-border perspective and learn how brokerage leaders can prepare for emerging opportunities and challenges.
Stuart Siegel, Dr. Jessica Lautz, and Shaun Cathcart
9:35 AM - 9:50 AM
Q&A
9:55 AM - 10:40 AM
AI for Brokerage Leaders
Looking for real-world AI use cases and actionable strategies to gain a competitive edge? This session is designed to provide brokerage leaders actionable, high-impact AI applications to boost productivity and market advantage.
Rajeev Sajja
10:40 AM - 11:15 AM
AI Shop Talk: Vision to Application
How Engel & Völkers shops are implementing and deploying AI effectively, measuring its value and determining what’s next.
Rajeev Sajja (Moderator), Geoff Bray, Jill DeSilva, Adam Stahura, and Virginia Bond
11:15 AM - 11:30 AM
BREAK
11:30 AM - 12:30 PM
Bring Your Challenge
Be prepared to discuss a challenge you’re facing in your business with a small group of peers to discuss how to navigate through it. You’ll also provide your insights and advice to others as they present an obstacle they are facing.
12:30 PM - 2:30 PM
Lunch Break (On Your Own)
2:30 PM - 3:05 PM
PANEL: Market Share Moves
Discover how shops are moving up the market share ranks, creating an attractive and adored offering for both real estate professionals and consumers.
Debby Doctorcyk (Moderator), Brian Harris, Ciara Caponi, and Dicky Mopper
3:10 PM - 3:20 PM
Market Spotlight: San Miguel
Jim Castro and Wesley Gleason
3:20 PM - 4:20 PM
Steal My Idea: Profitability Edition
Engel & Völkers leaders will provide their best practices that have helped drive profitability in short, conversational discussions.
4:20 PM - 5:00 PM
A Look Ahead at the Next Six Months
Stuart Siegel (Moderator), Paul Benson, Andrew Carros, Andrew Ellett, and Valerie Post
7:00 PM - 9:00 PM
Dinner Reception
The Adam Room at the Fairmont
A final dinner reception closes out the program with entertainment and networking opportunities.
8:00 AM - 9:00 AM
Breakfast
A casual breakfast will be available to start the day, providing an opportunity to connect with fellow attendees.
9:00 AM - 12:00 PM
General Session
9:00 AM - 9:45 AM
Vision: Where do we fit in today's world?
Stuart Siegel & Till-Fabian Zalewski
9:45 AM - 10:15 AM
Workshop: Do You Know Who You Are?
Each table will have 30 minutes to consult with one another and agree on the messaging that best depicts who "we" (Engel & Völkers) are. No corporate speak - just authentic, genuine sentiment, so if anyone asked, you'll have your answer at the tip of your tongue.
10:15 AM - 10:30 AM
Who Are We Presentations
Each group will have one representative articulate their answer to the group.
10:30 AM - 11:05 AM
PANEL: The Fate of the Lowest Producers
How much are your non or low producing advisors costing you? This panel dives into setting expectations, how to identify early if something is not working, and how to coach up or out.
Karen Arenson (Moderator), Victoria Stultz, Chris Herron, and Steven Lafave
11:05 AM - 11:20 AM
BREAK
11:25 AM - 11:35 AM
Market Spotlight: Yucatan
David Boyle
11:35 AM - 12:10 PM
PANEL: How do we Retain Value in Talent Attraction Conversations?
Attracting top real estate talent is no longer enough—brokerage leaders must clearly articulate and consistently deliver value that resonates. This panel explores how leading brokerages are differentiating themselves, communicating their value proposition, and building lasting relationships with prospective talent.
Donna Harding (Moderator), Rick Foster, Lyndi Ainsworth, Jessica Orillion, and John King
12:10 PM - 12:30 PM
The Leadership Trifecta: Operations + Talent Attraction/Retention + Profitability
Setting the stage on how to think about these key ingredients to shop ownership will help prepare our leaders for an afternoon of workshops and a new cohort initiative.
Greg Kiely & Tom Kunz
12:30 PM - 2:30 PM
Lunch Break (On Your Own)
2:30 PM - 4:30 PM
Workshops - Group 1
2:30 p.m. - 3:10 p.m. | Topic 1: Profitability
3:10 p.m. - 3:50 p.m. | Topic 2: Talent Attraction & Retention
3:50 p.m. - 4:30 p.m. | Topic 3: Operations
2:30 PM - 4:30 PM
Workshops - Group 2
2:30 p.m. - 3:10 p.m. | Topic 1: Profitability
3:10 p.m. - 3:50 p.m. | Topic 2: Talent Attraction & Retention
3:50 p.m. - 4:30 p.m. | Topic 3: Operations
2:30 PM - 4:30 PM
Workshops - Group 3
2:30 p.m. - 3:10 p.m. | Topic 1: Profitability
3:10 p.m. - 3:50 p.m. | Topic 2: Talent Attraction & Retention
3:50 p.m. - 4:30 p.m. | Topic 3: Operations
4:30 PM - 5:00 PM
General Session
4:30 PM - 5:15 PM
PANEL: The Best of Breakouts
7:00 PM - 9:00 PM
Dinner Reception
Émilie’s Terrace at the Fairmont
The day concludes with a networking dinner reception featuring entertainment and opportunities to connect with peers.
10:00 AM - 11:30 AM
Bus Tour
Fairmont Château Laurier
Please arrive no later than 9:45 AM
Enjoy a guided sightseeing tour by our very own John King and Larry Mohr through Ottawa and Gatineau aboard an authentic London-style double-decker bus. Take in panoramic views from the top deck as you explore many of the city’s most notable landmarks, historic sites, museums, and attractions with live commentary along the way. The bus will be departing from Fairmont Château Laurier. Space is limited. Advance RSVP required.
2:00 PM - 4:00 PM
Engel & Völkers Ottawa Open House
292 Somerset St. W
Gather at “The EV Manor” for Engel & Völkers Ottawa’s Open House, walking distance from the hotel. Come experience the space, meet the team, and enjoy some time networking with one another.
5:00 PM - 7:00 PM
Welcome Reception
Join us as we kick off the Leadership Event with an evening of connection and celebration. Set in the heart of Ottawa, this relaxed welcome reception is the perfect opportunity to reconnect with colleagues, meet new peers, and ease into the days ahead. Enjoy light fare, beverages, and an inviting atmosphere as we begin our time together and set the tone for an impactful event.
Pre-Conference
10:00 AM - 11:30 AM
Bus Tour
Fairmont Château Laurier
Please arrive no later than 9:45 AM
Enjoy a guided sightseeing tour by our very own John King and Larry Mohr through Ottawa and Gatineau aboard an authentic London-style double-decker bus. Take in panoramic views from the top deck as you explore many of the city’s most notable landmarks, historic sites, museums, and attractions with live commentary along the way. The bus will be departing from Fairmont Château Laurier. Space is limited. Advance RSVP required.
Pre-Conference
2:00 PM - 4:00 PM
Engel & Völkers Ottawa Open House
292 Somerset St. W
Gather at “The EV Manor” for Engel & Völkers Ottawa’s Open House, walking distance from the hotel. Come experience the space, meet the team, and enjoy some time networking with one another.
5:00 PM - 7:00 PM
Welcome Reception
Join us as we kick off the Leadership Event with an evening of connection and celebration. Set in the heart of Ottawa, this relaxed welcome reception is the perfect opportunity to reconnect with colleagues, meet new peers, and ease into the days ahead. Enjoy light fare, beverages, and an inviting atmosphere as we begin our time together and set the tone for an impactful event.
Pre-Conference
1:00 PM - 3:00 PM
Engel & Völkers Outaouais Shop Drop-in
38 Chemin Scott, Chelsea, QC
Kick off your trip with a visit to our Engel & Völkers Outaouais Shop at 38 Chemin Scott in Chelsea, QC. Just a 15-minute ride from the hotel, this is a great opportunity to connect.
Expert-Led Sessions
Learn from top experts sharing actionable strategies for dynamic business growth.
Engaging Topics
Explore innovative solutions and trends shaping the future of business success.
Comprehensive Schedule
Enjoy a well-planned agenda with insightful sessions and networking opportunities
Interactive Discussions
Join Q&A sessions and panels to address challenges and gain practical solutions