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Event Schedule Feb. 5 - 7, 2023

Delivering a World-Class Experience: A Strategic Imperative

Sunday, February 5, 2023

7:00 to 9 PM - Family Lawn at the Beach Club

Informal Welcoming Event – Cocktails and Ample Hot and Cold Hors-d’oeuvre   


Monday, February 6, 2023

8:30 to 9:30 AM – The Dunes Terrace

Breakfast Buffet

9:30 to 10:00 AM – The Dunes

Program Introduction – Bob Benson

A critical part of a firm’s brand promise is the delivery of a world-class experience to its various audiences. The program will identify the many elements of that experience, and will provide a variety of views from industry achievers and relevant subject matter experts on actionable approaches that will support the delivery of that brand promise.




10:00 to 11:15 AM – The Dunes

Keynote Speaker – Peter Crist

Focus is the one of the most significant elements for establishing a strong brand identity.  It positions you to create a business model that allows you to succeed in building a unique position in a crowded market.  This segment will look deeply at a strategy built around this simple but powerful principle.


11:15 to 11:30 AM - The Dunes Terrace



11:30 to 12:15 PM – The Dunes

The Value of Making DE&I an Integral Part of Your World-Class Experience Ginny Clarke


Today DE&I is an integral part of most organizations’ ethos, whether in search or any other industry. Studies have documented that strong performance improvements occur when ethnic and gender-diverse leaders are a part of the senior management of an organization. There are additional benefits of a strong DE&I culture, and those will be explored and presented with ideas for strengthening your culture.

12:15 to 1:30 PM – The Dunes Terrace


1:30 to 3:00 PM – The Dunes

Net Promoter System®Maureen Burns

Constantly measuring your audiences’ loyalty to your service, your employees, and your firm is a well-recognized means of establishing a culture of challenge and constant improvement. This program segment will provide the pathway to integrating such a measurement program into your firm’s DNA.


3:00 to 3:15 PM - Break   

3:15 to 5:00 PM – The Dunes

How Technology Improves Your Audiences’ Experience and Your Firm’s ProfitabilityDevan Salem

Technology is impacting our lives at an accelerating pace each day. Those advances are bringing new insights into our audience expectations and creating new opportunities for improving speed, efficiency, quality, and profitability. This program segment will provide a greater understanding of those opportunities and how to take full advantage of them.

7:00 to 9:30 PM – Cabana Pool Deck

Cocktails & Dinner

Tuesday, February 7, 2023

8:30 to 9:30 AM – The Dunes Terrace

Breakfast Buffet

9:30 to 10:45 AM – The Dunes

Leadership Development Makes A DifferenceJen Thomas

Clients have too much at stake to have new talent fail or move on within the first eighteen months of hire, which is what forty percent of senior-level placements actually do. Beyond our industry’s proficiency in assessment, referencing, and matching, there are proven ways of improving the odds for success. Leadership development is one of the most important tools for improving succession and integration, and for impacting outcomes. This session will explore the programs and tools that we must advocate to improve those outcomes.

10:45 to 11:00 AM - The Dunes



11:00 to 12:30 PM - The Dunes

The Highlights from the Path of Private Equity – Dale Jones

Private equity is playing an ever-increasing role as an investor in the search industry. Many of you are being approached regularly, and to know what to expect and how to manage those inquiries is essential. Beyond the lead-up to the decision, what it is like after the deal is done is even more important. This program segment will look at the lifecycle of doing a deal with a PE firm and tell you the story from an insider’s perspective.

12:30 to 1:30 PM – The Dunes Terrace


1:30 to 3:00 PM – The Dunes

A Panel on The Rising Tide of Talent – Dayton Ogden, Panel Lead

Panel: Peter Crist  /  Jen Thomas  /   Dale Jones


Talent is one of the dominant issues at the Board-level today and includes discussions concerning board effectiveness, succession, leadership development, team effectiveness, culture, communications, and talent underwriting.  Being knowledgeable, and offering well-reasoned views about these issues with the Board, CEO, and C-Suite executives is the minimum needed to achieve credibility as an Advisor to senior management. This panel will help prepare you for those discussions, and move you a step closer to becoming a Trusted Advisor.

3:00 to 3:15 PM - The Dunes

Wrap-up and adjournment

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