.png){kind=logo}
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
7:45AM to 9:00AM
Breakfast
A casual breakfast will be available to start the day, providing an opportunity to connect with fellow attendees.
Glimmer Ballroom
7:45AM to 9:00AM
General Session
The day begins with a general session featuring a series of presentations and discussions.
Glimmer Ballroom
7:45AM to 9:00AM
Lunch Break (On Own)
The day begins with a general session featuring a series of presentations and discussions.
Glimmer Ballroom
7:45AM to 9:00AM
Workshops & Breakouts
Interactive breakout sessions continue with highly practical, designed to provide actionable tools and frameworks for immediate implementation.
Glimmer Ballroom
7:45AM to 9:00AM
Closing Session & Recap
The event concludes with a general session recap, featuring shared takeaways, a CEO town hall discussion, and final reflections on key learnings and next steps.
Glimmer Ballroom
7:45AM to 9:00AM
Evening Reception
A final dinner reception closes out the program with entertainment and networking opportunities.
Glimmer Ballroom
8:00AM to 9:00AM; 11:00AM to 4:00PM
Breakfast
A casual breakfast will be available to start the day, providing an opportunity to connect with fellow attendees.
Luster Gallerie
8:00AM to 9:00AM; 11:00AM to 4:00PM
General Session
The program opens with a dynamic general session focused on market insights, business strategy, and the future of the brand.
Luster Gallerie
8:00AM to 9:00AM; 11:00AM to 4:00PM
Lunch Break (On Own)
The program opens with a dynamic general session focused on market insights, business strategy, and the future of the brand.
Luster Gallerie
8:00AM to 9:00AM; 11:00AM to 4:00PM
Workshops & Breakouts
The afternoon is dedicated to hands-on workshop experiences tailored to shop size and business needs.
Luster Gallerie
8:00AM to 9:00AM; 11:00AM to 4:00PM
Evening Reception
The day concludes with a networking dinner reception featuring entertainment and opportunities to connect with peers.
Luster Gallerie
1:00PM to 5:00PM
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.
Luster Gallerie
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