.png){kind=logo}
LEADERSHIP EXCHANGE 2025
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
What it means to be a good License Partner. 2026 vision.
Carneros Ballroom - Salons ABJK
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
How to use brokerage operating systems / how to use it to achieve business goals, how to use it in your business.
Carneros Ballroom - Salons ABJK
Jill DeSilva
9:55AM to 10:25AM
Benchmarking Your Business
Structuring a business pro forma and how brokerage models compare to other businesses.
Carneros Ballroom - Salons ABJK
Kristopher Steele
10:30AM to 10:55AM
PANEL: Path to Profitability
Identify levers these shop leaders adjusted to get themselves to a place of profitability.
Carneros Ballroom - Salons ABJK
Terry DiPaolo, Debby Doktorczyk, Lori Barnett, Scott Logan, and Nick Wilson
11:00AM to 11:15AM
Talent Trends Affecting Your Business & Competitors
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.
Carneros Ballroom - Salons ABJK
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)
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)
Carneros Ballroom - Salons ABJK
Tom Kunz, Rick Foster, and Kerin Caieiro
2:00PM to 4:30PM
Breakout Session - Group Two (Medium Shops)
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)
Carneros Ballroom - Salons CDE
Julie Thompson, Geoffrey Bray, and Terry DiPaolo
2:00PM to 4:30PM
Breakout Session - Group Three (Large Shops)
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)
Carneros Ballroom - Salons FGH
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
Role Exercise
Carneros Ballroom - Salons ABJK
7:00PM to 9:00PM
Dinner Reception
Entertainment: Ben Thuesen
Estate Wine Cave
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
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
9:05AM to 9:35AM
PANEL: Leaning into Specializations to Attract Talent
Carneros Ballroom - Salons ABJK
9:45AM to 10:00AM
M&As: A Path To Growth
Carneros Ballroom - Salons ABJK
10:00AM to 10:25AM
Panel: M&A Success Stories and Learnings
Carneros Ballroom - Salons ABJK
10:25AM to 10:32AM
Hot Destinations: Costa Rica
Carneros Ballroom - Salons ABJK
10:32AM to 10:39AM
Hot Destinations: Tulum
Carneros Ballroom - Salons ABJK
10:39AM to 11:00AM
How E&V Marketing Offerings Add Value and Exposure to Your Business
Carneros Ballroom - Salons ABJK
11:00AM to 11:25AM
Innovation, Imagination, and Reinventing Real Estate
Carneros Ballroom - Salons ABJK
11:25AM to 11:45AM
Building Your Legacy: Strategic Succession Planning in Real Estate
Carneros Ballroom - Salons ABJK
11:45AM to 12:00PM
Regional Events
Carneros Ballroom - Salons ABJK
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 to 4:00PM
Breakout Session - Group Two
Carneros Ballroom - Salons CDE
2:00PM to 4:00PM
Breakout Session - Group Three
Carneros Ballroom - Salons FGH
4:00PM to 5:00PM
General Session Recap
Carneros Ballroom - Salons ABJK
4:00PM to 4:30PM
Share Your Takeaways
Carneros Ballroom - Salons ABJK
4:30PM to 4:45PM
CEO Town Hall
Carneros Ballroom - Salons ABJK
7:00PM to 9:00PM
Dinner Reception
Village Lawn
Tuesday, September 16th
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