Date & Time TBA

Hyatt-Regency – Room TBA

“How to Be the Leader Your Employees Never Want To Leave”
(Next-Gen Retention/Loyalty)

Can you remember working with a leader who inspired you to perform at your best? Despite not remembering all the details, you remember how they made you feel. This program explores strategies to become the leader that others want to follow so you can reduce turnover and improve engagement. Whether you are a seasoned executive or an emerging leader, you will be able to use ideas from this session in your personal and professional life.

Learning points:
● Why employees quit their job and how to get them to stay
● 3 keys that make people want to follow you
● How you can empower your team using the “Tell-Show-Coach-Do” process
● The difference between a leader who is a firefighter and a firelighter
● How to keep your team motivated regardless of your budget


Ted Ma is an international keynote speaker, author, and leadership expert who works with organizations to develop their next generation of leaders so they won’t lose their best employees. He was named one of the top 100 keynote speakers of 2019 by Databird Business Journal. He believes that increasing retention, engagement, and sales begins with building tomorrow’s leaders today.

As a millennial, Ted has been leading teams and developing leaders for over 17 years. Unlike many leadership experts, he built an international sales team from 0 to over 6,000 independent agents and reached the top 1% in that company.

Ted has been featured in publications including USA Today, Inc, Kiplinger, and the New York Times. He has delivered over 1,000 presentations to audiences as large as 10,000 and has shared the stage with speakers like John Maxwell, Jack Canfield, and Mel Robbins. He is a member of the National Speakers Association, the Global Speakers Federation, and Toastmasters International.

When he’s not traveling the world speaking, you may find Ted hiking, cheering on the San Francisco 49ers, or ordering complicated coffee drinks.



Date & Time TBA

Hyatt-Regency – Room TBA

The Answer is “YES!” What’s the question?
How being remarkably accommodating creates customer experiences that beat the competition

In the most competitive business environment in modern history, the winners today are often those who are remarkably easy to do business with. Being better tuned-in to the increasingly unique wants and needs of our customers and clients creates better experiences and increased loyalty. In this eye-opening, high-content and very entertaining presentation, popular Customer Experience and Marketing expert David Avrin, CSP shines a light on a profound shift in customer expectation, while showing your team everyone’s role in eliminating barriers, engaging prospects and creating Customer Experiences worth sharing.

Participants will Learn:

  • How to see all the choices available from the customers’ perspective.
  • How stories of lost opportunities at every level reach the masses and why it matters.
  • How missed moments, and maddening policies are contributing to lost sales and negative reviews.
  • Why differentiation trumps competency and connection earns sales.


David Avrin – President, The Visibility Coach

Castle Rock, Colorado


One of the most in-demand Customer Experience and Marketing speakers in the world today, David Avrin, CSP has shared his content-rich, very entertaining and actionable presentations to enthusiastic audiences across North America and around the world including recent presentations in Singapore, Bangkok, Melbourne, Brisbane, Antwerp, Buenos Aires, Bogota, Mumbai, Sri Lanka, Abu Dhabi, Manila, Rotterdam, Barcelona, Monte Carlo, London, Johannesburg and Dubai. David helps organizations recognize, create and promote meaningful competitive advantages to dominate their categories in powerful and memorable ways.

David’s business insights have been featured on hundreds of broadcast media outlets and thousands of online and print publications around the world. He is also the author of three books including the acclaimed: It’s Not Who You Know, It’s Who Knows You!, Visibility Marketing, and his newest book: Why Customers Leave (and How to Win Them Back) was named by Forbes as one of the: 7 Business Books Entrepreneurs Need to Read.”  Available everywhere and coming soon in Spanish, Chinese and Russian and just released in India!


DR. BART A. BASI, Attorney/CPA

Date & Time TBA

Hyatt-Regency – Room TBA


Subject: Business Succession Planning and the New Tax Laws

A discussion of the new tax laws and their impact on a company’s cash flow including legal structures for businesses and ways to minimize tax liabilities.

New tax laws are impacting businesses across the country. And with these new laws a new discussion on company structures must be had. This Session will focus on a discussion of the new tax laws and how they impact the cash flow of your business. In addition, Dr. Basi will discuss what corporate structures now work best in this new economy in addition to touching on topics such as IRS Code Section 1202 which allows an owner to sell their company and pay nothing in tax.


Areas of Expertise
Dr. Basi is a specialist in the areas of financial accounting, business succession, business valuation, mergers and acquisitions, retirement and estate planning, strategic planning, and tax aspects of business decisions for closely held and family businesses. He speaks nationwide, writes, and researches on all of these areas. He has written five loose-leaf bound books, fourteen workbooks, over 300 articles, and has worked with hundreds of businesses and associations. Journals that have published Dr. Basi’s work include Money Matters, The American Journal of Small Business, The Journal of Family Law, The Journal of Estate Planning, The Tax Lawyer, Small Business Taxation, Taxation for Individuals, Taxation for Accountants, Taxation for Lawyers, The CPA Journal and The Tax Executive. Dr. Basi is the author of “The Tax Report,” a bi-monthly report on income and estate tax matters for closely-held businesses, “Accounting and Taxes,” a monthly column distributed to individuals and trade journals, and the “Tax Advisory,” a monthly tax advisory for closely-held and family business.