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AGENDA.

Monday, November 3, 2014

11 a.m.

Registration / Light Lunch

 

12 p.m.

Opening Comments

 

12:15 p.m.

The PRIME Workshops Introduction to Loyalty

 

1:40 p.m.

Workshop 1

 

3 p.m.

Workshop 2

 

4:30 p.m.

Workshop 3

 

Workshop Facilitators:

Sam Allred, Carl George, James Kane, Gordon Krater and Mike Platt

 

5:30 p.m.

Cocktail Reception

 

6:30 p.m.

Dutch Treat Dinner at The Capital Grille

 

 

Tuesday, November 4, 2014

 

7 a.m.

Registration / Breakfast

 

8 a.m.

Opening Comments, Setting the Stage and The 2014 Best of the Best Awards

 

8:30 a.m.

Keynote: Sam Allred - Re-Energizing the Business Development Culture

 

10:15 a.m.

Breakout 1 By Firm Size

 

11:05 a.m.

Best of the Best Panel: Behind the Curtains of the Best of the Best

Ted Dickman, Andy Armanino, Ken Richey, John Lucht

 

12 p.m. Lunch

 

12:45 p.m.

The Evolution of Pricing and Business Development

Stuart Dodds, Baker & McKenzie and Randy Mowat, MNP

 

2:15 p.m.

Breakout 2 By Firm Size

 

3:30 p.m.

Big Firm MP Panel - The Future is Bright

Ken Baggett, Richard Berkowitz, Kelly Bernakevitch, and Gordon Krater. Moderator: Carl George

 

4:30 p.m.

Breakout 3 By Firm Size

 

6 p.m. Cocktail Reception

 

 

 

Wednesday, November 5, 2014

 

7:30 a.m.

Registration / Breakfast

 

8:30 a.m.

Keynote: Tony Batman - Leadership Secrets Learned

 

9:30 a.m.

Keynote:  Mike Platt - The Best of the Best Metrics

 

10:45 a.m.

Optional Breakout Discussions (Guests Choose One - Best of the Best Metrics)

  • Growth Strategies

  • Mergers & Acquisitions

  • Succession Planning

  • Firm Culture

 

12:15 p.m.

Closing Comments

 

12:30 p.m.

PRIME Adjourns

 

 

 

 

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