2022 ACE DISCOVERY + ACE SUMMIT
SAMPLE AGENDA (From 2021)
2022 Update Coming Soon!
TUESDAY, NOVEMBER 8
3:00 pm DISCOVERY - 3 Minute Updates
6:30 pm DISCOVERY - Dinner with Discovery Group
WEDNESDAY, NOVEMBER 9
8:00 am DISCOVERY - Financial Case Study and Issue Processing
11:30 am DISCOVERY - Lunch with Discovery Group
SUMMIT
3:00 pm Registration Opens
4:00 pm
Main Room: All Attendees - Working on the Business – Planning for 2022
Marty Grunder, President and CEO of The Grow Group and Grunder Landscaping Co.
Chris Psencik, Partner & Vice President, McFarlin Stanford
5:00 pm
Main Room: All Attendees - Location Overview and Intro to Speakers & Our Sponsors
Jim Cali and Jason New, Founding Principals, McFarlin Stanford
5:20 pm – 6:00 pm
Main Room: All Attendees - 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 and Dinner
THURSDAY, NOVEMBER 10
7 am Breakfast at your leisure
8 am
Main Room: All Attendees - Leveraging your Strengths to Lead
Tracy Wallingford, Executive Leadership Coach, McFarlin Stanford
Megan Parker, Director of Coaching - Career & Leadership for MBA & Alumni, UNC Kenan-Flagler Business School in Raleigh
9:15 am
Main Room: For Owners and CEOs only: Baiting a BIG Hook: Tools for Hiring & Retention
Jennifer Murray, Vice President, McFarlin Stanford
Breakout Room: For All Attendees: Business Law 101 – Setting up contracts and team member agreements for success
Vince Torchia, Vice President, The Grow Group
9:15 am – 11:45 am Spouse/Significant Other Activity
10:45 am Break
11:00 am
Main Room: All Attendees - HR Compliance Audit– a case study
David Garza, Executive Coach, McFarlin Stanford
Breakout Room: All Attendees - Managing a Team Through Your P & L – a case study
Elizabeth Helton, Vice President Financial Services, McFarlin Stanford
Tommy Cole, Vice President, McFarlin Stanford
NOON Group Photo - Spouses included
12:15 pm Enjoy Napa on your own
6:30 pm Dinner - Spouses included
FRIDAY, NOVEMBER 11
7 am Breakfast at your leisure
8 am
Main Room: For Owners and CEOs only - I’m Not Dead Yet: Estate Planning Tools For Your Business - Jennifer Murray, Vice President, McFarlin Stanford
Breakout Room: For All Attendees - Resolving Conflict so You Can Grow! - David Garza, Executive Coach, McFarlin Stanford
9:00 am Break
9:15 am Main Room: All Attendees - The Hotel Team - Presentation of how they work on the business with their team and Group Activity
10:45 am Break
11:00 am Main Room: All Attendees - Best Practices Panel: From our 2021 Award Winners, ACE Team Initiatives That Delivered Results - Jim Cali and Jason New, Founding Principals, McFarlin Stanford
11:45 am The Wrap-Up - Main Room: All Attendees - Marty Grunder - with Vince Torchia, Jim Cali & Jason New.
NOON Departure