2023 ACE DISCOVERY + ACE SUMMIT
AGENDA (DRAFT)
TUESDAY, NOVEMBER 7 (DISCOVERY)
Day One
3:00 pm - Welcome to kick-off: Past, Present, and Future of the ACE Peer Group
3:15 pm - 3-Minute individual updates
4:15 pm - Discuss Winning with Accountability
5:00 pm - Group and individual headshots for peer group. *bring sport coat
5:15 pm - Break
6:45 pm - Meet in lobby for group dinner – walk to the restaurant
WEDNESDAY, NOVEMBER 8 (DISCOVERY)
Day Two
7:30 am - Breakfast (at your leisure)
8:00 am - You Can’t Do it Alone: Building a Winning Team by Marty Grunder
8:45 am - Financial case study exercise & ACE Metric Management
9:45 am - Break
10:00 am - Introduction to Strengths
10:45 am - Introduction to Topic Processing & Topic #1
11:30 am - Exercise – Red, Yellow, Green (bring your team organization chart)
Noon – 1:00 pm - Lunch at hotel and ACE Draft for which group best suits you! Calendar planning for remainder of 2022 through summer of 2023
2023 ACE SUMMIT
Think, Plan, Act
AGENDA (Draft)
WEDNESDAY, NOVEMBER 8
11:30 am - Please plan for flight arrivals before 11:30 am to Calgary International Airport (YYC) or any day prior.
3:00 pm - Registration Opens
4:00 pm - All: Think, Plan, Act
Marty Grunder, President and CEO of The Grow Group and Grunder Landscaping Co.
Chris Psencik, Partner & Vice President, McFarlin Stanford
5:00 pm - All: Banff and Intro to Speakers & Our Sponsors
Jim Cali and Jason New, Founding Principals, McFarlin Stanford
5:20 pm – 6:00 pm - All: State of the ACEs: Past, Present, and Future
Power of Group in the Room – and Prospective ACE’s
Vince Torchia, Vice President, The Grow Group
6:30 pm - Welcome Reception, Dinner & Awards – Fairmont Banff Springs
Spouses and guests included
THURSDAY, NOVEMBER 9
7 am – 10 am - Breakfast - Spouses and guests included
8 am - All attendees: Do a 180: Check Your Blind Spots
Tracy Wallingford & Megan Parker, Executive Leadership Coaches, McFarlin Stanford
9:30 am – 9:45 am - Break
9:45 am
Breakout Room 1
For Owners and CEOs only: Is The Price Right? What to Know About Value Creation
Jennifer Murray, Vice President, McFarlin Stanford
Breakout Room 2
All attendees: Facility Non-Negotiables
Jason New, Founding Principal, McFarlin Stanford
Tommy Cole, Vice President, McFarlin Stanford
Breakout Room 3
All attendees: Compensation Planning: Leveraging Compensation to Achieve Business Goals
Vince Torchia, Vice President, The Grow Group
David Garza, Executive Coach, McFarlin Stanford
Breakout Room 4
All attendees: Finding the Funny in Failure: How to lead with Resilience and a Smile
Michael Bosco, Executive Leadership Coach, McFarlin Stanford
10:45 am – 11:00 am - Break
11:00 am
Breakout Room 1
For Owners and CEOs only: ACEs by the Numbers: Where Do You Stand?
Liz Helton, CFO, McFarlin Stanford
Steven Allie, Vice President, McFarlin Stanford
Breakout Room 2
All attendees: 10 Must Haves for Operational Excellence
Tommy Cole, Vice President, McFarlin Stanford
Breakout Room 3
All attendees: Temp to Perm versus H2B versus Green Cards to Citizenship
James Cali, Founding Principal, McFarlin Stanford
David Garza, Executive Coach, McFarlin Stanford
Breakout Room 4
All attendees: Pest Curious – How to Integrate a New Profit Center
Michael Bosco & Dauphin Ewart, Executive Leadership Coaches, McFarlin Stanford
NOON - Group Photo - Spouses and guests included
12:15 pm - Enjoy Banff and surrounding areas such as Lake Louise on your own
5:45 pm - Walk/Ride to Your ACE Happy Hour
6:00 pm - ACE Happy Hour at Designated Locations in Banff
6:45 pm - Last call and Walk to Dinner
7:00 pm - Dinner and ACE Competition - Downtown Banff - Spouses and guests included
FRIDAY, NOVEMBER 10
7 am – 10 am - Breakfast - Spouses and guests included
8 am
Breakout Room 1
For Owners and CEOs only: What bankers find attractive: How to Get Swiped Right by Lenders
Jennifer Murray, Vice President, McFarlin Stanford
Breakout Room 2
All attendees: Gamify your Culture – Competition Creates Engagement = Results
Chris Psencik, Partner & Vice President, McFarlin Stanford
Michael Bosco, Executive Leadership Coach, McFarlin Stanford
Breakout Room 3
All attendees: Harnessing Artificial Intelligence
Breakout Room 4
All attendees: Goals and Gorillas: What is getting in your way of greatness?
Megan Parker & Tracy Wallingford, Executive Leadership Coaches, McFarlin Stanford
9:00 am - Break
9:15 am - All: The Fairmont Banff Springs Hotel Team
Presentation of How they Think Plan & Act in Today’s Marketplace & Group Activity
10:45 am - Break
11:00 am - All: Best Practices Panel: From our 2023 Award Winners, ACE Team Initiatives That Delivered Results
Jim Cali & Jason New, Founding Principals, McFarlin Stanford
Vince Torchia, Vice President, The Grow Group
11:30 am - All: The Wrap-Up & Take-A-Ways
Marty Grunder, President and CEO of The Grow Group and Grunder Landscaping Co.
NOON - Departure
4:00 pm - Please plan for flight departures after 4 pm from Calgary International Airport (YYC) or anytime Saturday, November 11th.