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Private Office 2026
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
8:30 AM - 9:30 AM
Breakfast
9:30 AM - 12:00PM
Morning Content
9:30 AM - 10:00 AM
Welcome Remarks/Town Hall
Stuart Siegel
10:00 AM - 10:35 AM
Canada Market Spotlight: Vancouver / Ottawa / Toronto / Montreal / Tremblant / Nova Scotia
Mike Rampf, Daria Kark, Giuseppe Flammia, Marc Andre Fortin , Maude Gaudreault, and Susan Diamond
10:35 AM - 11:10 AM
PANEL: How Private Office Drives Revenue
Ricardo Arends (Moderator), George Ioannou, Steven Lafave, and Joanie Heighes
11:10 AM - 11:25 AM
Red Talk
11:25 AM - 11:50 AM
Private Office Market Report: Preserving Wealth Through Real Estate in a Time of Generational Transition and Global Uncertainty
Chris Zoeller & Lara Michelsen
11:00 AM - 12:00 PM
Meeting Wrap-up
12:00 PM - 1:30 PM
Lunch
8:00 AM - 9:00 AM
Breakfast
9:00 AM - 12:00 PM
Morning Content
9:00 AM - 9:25 AM
Welcome Remarks
Stuart Siegel
9:30 AM - 10:00 AM
Induction
10:00 AM - 10:35 AM
PANEL: Competition & Differentiation
Muhammed Al Salhi (Moderator), Paul Benson, Jenny Ames, and Taylor Brown
10:35 AM - 10:50 AM
Articulating the PO Value Proposition to Today's Consumer (Workshop)
Muhammed Al Salhi
10:50 AM - 11:05 AM
PO Value Proposition | Presentation (10 x 1 min)
11:05 AM - 11:20 AM
Break (optional)
11:20 AM - 11:50 AM
Private Office Success Stories & Updates
Lara Michaelsen
11:50 AM - 12:10 AM
Montreal Market Spotlight: A Business Success Story
Debby Doktorczyk & Patrice Groleau
12:10 PM - 12:30 PM
Case Study
Marguerite Krikhaar
12:30 PM - 1:00 PM
PANEL: Advisor Exchange: Branded Residences
Marguerite Krikhaar (Moderator) and Vasco Fernandes
1:00 PM - 2:15 PM
Lunch
2:15 PM - 2:30 PM
RED Talk | When Specialization Becomes Domination
Fran Shapiro & Noel Berk
2:30 PM - 3:45 PM
Service Promise Workshop
Lara Michelsen & Ricardo Arends
3:45 PM - 5:45 PM
Old Port Tour & Art Gallery
Leave from hotel, meet in lobby.
7:00 PM - 8:00 PM
Cocktail Reception
Yoko Luna
Transportation is provided
8:00 PM - 10:00 PM
Induction Dinner
Yoko Luna
Transportation is provided
5:00 PM - 7:00 PM
Welcome Reception
1451 Sherbrooke St W, Montreal, Quebec H3G 2G2, Canada
Meet in the hotel Lobby at 4:30 PM, transportation provided. Hosted by Debby & Patrice at the Montréal shop.
7:00 PM - 9:00 PM
Dinner (On Own)
Dinner on own.
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