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Attire – The dress code for all activities is casual except for the dinner on Monday evening, which is business casual.

Monday, December 9, 2019

8:00 a.m.  

Registration & Breakfast

8:45 – 9:00 a.m.                     

Welcome to the Broadmoor Hotel
Jack Damioli, Broadmoor Hotel

9:00 – 9:30 a.m.                     

Welcome and Opening Remarks  
Sean Payant, Haberfeld

9:30 – 10:30 a.m.                   

Setting the Tempo for Success
Paul Vitale, Matt Birk and Company
The momentum an individual brings into any environment sets a tempo that affects the end result. During this dynamic presentation, Paul shares concepts that demonstrate the necessity for controlling one’s approach and energy regardless of the surrounding variables and circumstances. Through strategic positioning of actions, reactions, and attitude, each member of a team is directly responsible for the success of the unit as a whole. Research indicates that no matter the industry or employment position, individuals control the outcome of success through the tempos set. Paul developed the proven methods shared during this empowering training to embolden participants to take command of their influential personas in order to improve their environments.

10:30 – 10:45 a.m.                 

Networking Refreshment Break

10:45 – 11:45 a.m.                 

How to Work with and Lead People Not Like You
Kelly McDonald, McDonald Marketing 
Diversity in the financial services industry, as well as in the association world, is a hot topic. Many of us strive to create a workforce that is diverse, inclusive and representative of the bankers we serve. And a diverse workforce doesn’t just mean employees of different racial and ethnic backgrounds; it can also mean diversity of thought. Leaders face daily the challenges of inspiring, communicating and executing strategy with their team members – even when they come from different backgrounds and view the world through different lenses. This session takes the topic of work and leadership to a new place – one that is getting more attention every day.

11:45 a.m. – 12:15 p.m.       

Sponsor Recognition

12:15 – 1:00 p.m.                 


1:15 p.m.   

Optional Activity (Available for an extra fee of $75 per person)
Garden of the Gods Foothills Jeep Tour
The tour includes Garden of the Gods, Manitou Springs and Old Colorado City, North Cheyenne Canyon, Old Shortline Railroad and the Broadmoor area.
More info on tour.

6:30 p.m. – 8:30 p.m.             

Reception and Dinner
Fountain Room/Lakeside Terrace Dining Room                               

Tuesday, December 10, 2019

7:45 – 8:30 a.m.                     

Breakfast and Networking

8:30 – 9:30 a.m.                     

Connecting the Workplace and Life
Paul will introduce his concept of FUNDAMISM, while explaining its role in combatting negativity in the workplace, improving the customer experience, and promoting employee satisfaction. The FUNDAMISM philosophy can be applied by all, so motivation is ultimately created not only from the top down, but from the bottom up. Be prepared to have some FUN!

9:30 – 11:00 a.m.                   

Meeting Planner Trends, Challenges & Solutions
Terri Woodin, Meeting Sites Resource
As the role of meeting planners today shifts from logistics to strategic, the way that planners plan and execute meetings is evolving. Terri will address key meeting management challenges, along with viable solutions to manage forward.  Attendees will leave with immediate take-a-ways to enhance their role within their organizations and deliver value-based outcomes and ROI.

11:00 – 11:15                         


11:15 -12:15                           

Human Trafficking – The Financial Industry’s Role in Ending Modern Slavery
Terri Luttrell, Abrigo
Human trafficking is one of the fastest growing criminal activities in the world, exploiting an estimated 45 million victims a year and generating approximately $150 billion in profits. The good news is that with education, knowledge of red flags and victim indicators, and by building strong relationships with law enforcement, the financial industry can help disrupt this form of modern slavery.

12:15 – 1:00 p.m.                   


 1:00 p.m. – 1:30 p.m.           

Sponsor Presentations

1:30 – 3:30 p.m.                     

Speaker/Idea Share
Moderator: Sean Payant, Haberfeld

3:30 p.m.                                

Explore the Broadmoor and Colorado Springs

6:00 – 9:00 p.m.                     

Reception and Dinner
Cheyenne Lodge – Buses leave at 6:00 p.m. from the South Building

Wednesday, December 11

8:00 – 8:45 a.m.                     


8:45 – 10:45 a.m.                   

The Challenge of Leadership
Sean Payant, Haberfeld
Our associations and our members succeed when everyone on the team executes their roles at a consistently high level. But extraordinary execution doesn’t happen automatically. Our people need direction, support and encouragement. This is the challenge of leadership. In this session we’ll identify and discuss key leadership practices which, when utilized, bring out the best in our people and increase our ability to serve our members at the highest level.

10:45 – 11:00 a.m.                 

Debrief and Closing Remarks – Sean Payant
2020 Reveal