isa’s 2014 annual business · 2014-01-20 · 1.703.730.2838 “ live out your imagination, not...

ISA’s 2014 Annual Business

March 23-26, 2014 • Scottsdale, AZ

1 . 7 0 3 . 7 3 0 . 2 8 3 8 w w w . i s a c o n n e c t i o n . o r g

“Live out your imagination, not your history.” ~ Stephen R. Covey

On March 23-26, 2014, ISA members comprised of the best and the brightest in the industry will gather at the JW Marriott Camelback Inn in Scottsdale, AZ for ISA’s 2014 Annual Business Retreat. Those who attend are guaranteed access to the collective wisdom of ISA’s trustworthy network. This is your time, your opportunity to “liberate your heroic spirit of business.”

The world is changing in radical ways, right before our eyes. The convergence of a digital revolution, lower entry barriers to the marketplace, and expansive globalization is forcing businesses to adapt quickly to meet client expectations for value and results. Are you prepared to meet these challenges? Your trusted ISA network is ready to help you focus on creating long-term value amidst the chaos.

We promise the program will help you:

• Create value through strategic partnerships and alliances.• Explore building and leveraging an advisory board for your business.• Focus on strategic real-life decision making – where to go from here.• Assessandevaluatetogrowyourprofitandvaluesimultaneously.• Relax and enjoy ISA’s trustworthy network!

Thankyouforyourconfidenceinusasyour2014AnnualBusinessRetreatPlanningTeam.We look forward to seeing you!

Creating Value in a Chaotic WorldSame As It Never Was

Call Today to Register – 1-703-730-2838

Connie BentleyInsights Learning& Development

Dan RobertsOuellette & Associates

Susan SmithCenter for Creative

Leadership

Joe TruebloodAmplify

Linda StewartInteraction Associates

PamSchmidtISA

Mike EsterdayIntegrity Solutions

Sandra DavisMDA Leadership

Consulting

Galina JeffreyClarif-I

Carol ZizzoHenley Leadership

Group


Who should attend ISA’s Annual Business Retreat?CEOs,Partners,andSeniorManagerswillfindtheretreatinvaluable.

Leverage Your LeadershipBring your leadership team and reinforce your business strategy. The collec-tivepowerofparticipationwillreapexponentialbenefitsforyourbusiness.

The Great GrazeSome of the best connections are informal. It happens all the time at ISA’s Annual Business Retreat – especially during the Great Graze. Under the desert sky with good food and great company, catch your breath and embrace and enjoy the energy and optimism of ISA.

NEW Like Size Challenges for ISA Member CompaniesAccelerating Profit Growth & Equity Value SimultaneouslyAnAnnualBusinessRetreatfavorite!JoinISAmemberfirmstoexploreissuesof growth, compare notes and challenge your thinking. New this year -- Led byEquiteq,astrategicadvisoryandM&Aspecialtyfirmfocusedonthepro-fessionalservicesector.ThebreakoutswillfocusonacceleratingprofitANDvalue growth at the same time. Fasten your seat belt because this session will be the same as it never was!

The Winning Circle – Celebrating ISA’s 2014 Award RecipientsThere is a lot we can learn from success! That’s why ISA celebrates and rec-ognizes a select few each year. Join us to honor and celebrate their stories. On Tuesday evening, March 25th, these prestigious awards will be presented recognizing the Business of the Year, Thought Leadership, Outstanding Contribution and The Spirit of ISA.

The CaféTakeaminuteandvisittheISACafé--openallday!Pickupacupofcoffee,takeaseattoreflect,orspendsometimewithacolleagueforaone-on-oneconversation. The Café is your time out – no expectations, just a place to meet and greet in person.


ISA’s CEOs/Presidents/Owners Meeting - Invitation OnlySunday, March 23rd, 8:30 a.m. (Lunch Included/Be Sure to RSVP)

It’snoteasywalkinginyourshoes!That’swhyISA’sCEOs/Presidents/OwnersMeetingtacklesthetoughstuff.ISA’sPresidentandCEOofSystemation-BenSnyderwillfacilitateadiscussionof topical challenges unique to business owners and leaders. The session will also explore strat-egies and best practices for taking advantage of new opportunities.

ISA’s 2014 Financial Benchmarking SessionAReviewof2014ParticipantDataInvitation Only - Study ParticipantsSunday, March 23rd, 11:00 a.m. (Lunch Included/Be Sure to RSVP)

You’veparticipatedintheISAfinancialsurveyforyears.Youlookoverthedata,doalittleanalysisandthenputitinafilecabinet.Wouldn’tyoulikethe data to be more meaningful? Here’s your chance to roll up your sleeves,

jumpintothedata,andidentifythestepsthatwillresultinsignificantfinancialchange.Facili-tator Tobin Kelly, CFO of The Ariel Group, will show you how small percentage points outside thenormscouldbethedifferencebetweengoodandgreatprofitability.Bringyourresultsandan open mind!

Let’s get it started!At 3:00 p.m. on Sunday, March 23rd, we will launch into three and a half days of extraordinary discovery.

A Special Welcome to ISA’s Newcomers!Sunday, March 23rd, 6:00 p.m.OnSunday,March23rdat6:00p.m.,wewillwelcomefirst timeattendees to ISA’sAnnualBusinessRetreat.IfthisisyourfirstISAAnnualBusinessRetreat,makenoteofthiswelcomereception. Meet some tenured ISA members who will help you discover the full value of ISA, both during and after the retreat.

Virtual Connections!ISA’s 2014 Annual Business Retreat will provide WIFI access! Thanks to your feedback, ISA worked with the Camelback Inn to ensure you will have internet access in your hotel room and in the meeting rooms at no additional charge.

Keynote Sessions


Topic – The Evolution of Purpose:From Asking “Why” to Answering “How”ChristineArena,Edelman+SocialPurposeSunday, March 23rd, 3:30 p.m.

Today, many of the world’s most successful corporations are transforming how they operate. With an eye on both operational excellence and societal performance, these transformative businesses are shaping customer engagement and public policy in a

complex global environment. At the same time, people want to be seen as more than just “consumers”; they want to engage with brands and corporations to address social issues. To be successful today, organizations mustbedrivenbypurposeasmuchasbyprofit.Inthisthought-provokingreviewofthelatesttrends,Chris-tine Arena will challenge us to consider how market forces, social technologies and environmental realities converge to present new rules for stakeholder engagement and offer sensible strategies for taking positive business action.

Leaders around the world have relied on Ken Blanchard’s insight, wisdom, and prac-tical advice for years. In this dynamic session you will hear Ken describe how to lead your people to greatness by focusing on four key elements: setting your sights on the right vision, treating your customers right, treating your people right, and having the

right kind of leadership. You’ll learn how to go beyond the short term and zero in on the right target, deliver legendary customer service, empower your people, and ground your leadership in humility to focus on the greater good.

Leading the Way to Greatness: The Leader as Value CreatorKen Blanchard, The Ken Blanchard CompaniesTuesday, March 25th, 2:45 p.m.

Uncertainty and unfamiliar situations are everywhere in business today, causing many leaders to freeze up and their strategic efforts to stall out. When the future is unclear and risk management is equivalent to walking in the dark, discover how neuroscience

can illuminate a way forward by helping leaders leverage their brains more effectively to manage through today’suncertainty.Inthiskeynotesession,neuroscientistSriniPillay,CEOofNeuroBusinessGroup,willdem-onstrate an integrated approach with perspectives from brain science to help you build new competencies for leading in the midst of economic and business volatility.

Walking in the Dark – Perspectives fromthe Psychology and Neuroscience of Agile LeadershipSriniPillay,NeuroBusinessGroupMonday, March 24th, 9:00 a.m.


General/Mega Sessions

Ron Sepielli knows what can happen when a sustained trajectory of success turns industryleaderscomplacent.WorkingwithleadersatPanAm,hesawfirsthandacom-pany that set global air standards for more than four decades miss the opportunity to adapt when the world changed, leading to a slow, painful death. Sharpen your

strategic direction and move your enterprise forward. This session will explore a model for adapting—whether you’re facing increased competition, changing customer demands, or innovative approaches from start-ups—and crafting a new view of what’s possible.

Sharpen Your Strategic Direction: Where to From Here?Ron Sepielli, Sepielli InitiativesMonday, March 24th, 11:00 a.m.

Partnershipsandalliancescanbeagoodwaytogrowyourbusiness,but all too often, what starts with high expectations ends in disap-pointment. Find out what it takes to do it right by learning from the

experiencesofthreefirmsthathavebuiltsuccessfulalliances.Whetheryou’vebeenburnedinthepast,wantto improve existing partnerships, or are looking for best practices to make sure these relationships are produc-tive for all involved, this session will give you practical ideas for working through challenges and achieving measurable results.

Making Strategic Partnerships and Alliances WorkAPanelDiscussion–facilitatedbyDanRoberts, Ouellette & Associates, and Mike Esterday, Integrity SolutionsMonday, March 24th, 11:00 a.m.

How to Effectively Create, Manage and Leverage a Company BoardSteve Cohen, Strategic Leadership Collaborative and Richard Whiteley, The Whiteley GroupMonday, March 24th, 11:00 a.m.

What are the pros and cons of a board? Who should be on it? What kind of board is right for your company? How do you structure and

manage it to get the most out of it? Whether you’re thinking about establishing a board or want to learn key practicestogetmorevaluefromyourexistingboard,thishighlyparticipativesessionisforyou.Presenterswillinclude member CEOs teamed with one of their outside board members who will share how they have lever-aged the relationship to help the company achieve its strategic agenda.


Enjoying the Value of Free Time!Monday, March 24th, 3:00 p.m.

Sometimes the best conversations and connections are made before, between and after scheduled sessions! To help these connections fall into place, we’ve added some free time that is your time! Enjoy some down time: Join a new friend and go for a hike or a bike ride. Reconnect with an old friend and discuss your newest brainstorm. Start a conversation with some ISAers about a new idea. Schedule a tennis game, nine holes of golf, head off to the spaorjusttakeabreak…Thisisyourtimetoreflectorconnectforthenextbest“adventure”in friendship or partnership. A menu of things to do will be provided on site for your consid-eration. You’ve worked hard to get here. Catch your breath and refuel for Tuesday’s program.

ISA’s 2014 Thought Leader Award goes to the extraordinary team of Jack Zenger and Joe Folkman.

Their groundbreaking research resulted in the 2001 release of The Ex-traordinary Leader: Turning Good Managers into Great Leaders. After the success of their book, Jack and Joe decided they could help organizations even further by creating leadership training and development programs that made use of their unique research.

Initially, Jack and Joe developed an unexpected partnership. Jack has spent more than 50 years working in human resources for some of the largest companies in the world. Conversely, Joe is a statistically inclined organizational psychologist who has focused his career on building statistical models that interpret human behavior. Together, they developed a training and development company that was grounded in data and backed by practical ideas. While the partnership wasn’t immediately obvious, it has proven to be successful with companies around the world.

Their more recent collaborations include: How to Be Exceptional: Drive Leadership Success by Magnifying Your Strengths; The Inspiring Leader: Unlocking the Secrets of How Extraordinary Leaders Motivate; and The Extraordinary Coach: How the Best Leaders Help Others Grow. Their research and resulting publications are all part of their ongoing effort to help leaders and organizations become extraordinary.

ISA’s 2014 Thought LeaderJohn H. “Jack” Zenger and Joseph Folkman, Zenger | FolkmanMonday, March 24th, 2:00 p.m.


Like Size Challenges for ISA Member Companies: Accelerating Profit Growth & Equity Value SimultaneouslyRichard Aldersea, EquiteqTuesday, March 25th, 9:00 a.m.

A brand NEW design for ISA’s renowned Like Size Company sessions focused on grow-ing both your profit and value. Led by Richard Aldersea of Equiteq, a strategic advisory andM&Aspecialtyfirm, this year’sbreakoutswill focusonacceleratingprofitANDvaluegrowth.PriortotheRetreat,you’llreceiveacomplimentarybenchmarkingandvaluationtoolforself-assessment.Whenyouarrive,you’llreceiveyourfirm’spersonalsnapshot as well as an aggregate report of participating companies. These reports will help you identify and focus on your most pressing issues. With Equiteq’s 25 years of ex-perience in the professional service sector, you’ll hear about battle scars from the front lines and leave with a concrete base of do’s and don’ts. Fasten your seat belt because this session will be the same as it never was!

It Was a Very Good Year!Award Recipient – To Be AnnouncedTuesday, March 25th, 1:30 p.m.

ISA’sBusinessoftheYearawardhonorstheISAmemberfirmthatdemonstrateswhatallISAfirmsaspiretoinourindustry–financialsuccess,qualityproductsandservices,marketplacerec-ognition, and a culture that fosters employee development and satisfaction. The 2014 Business of the Year recipient will share their story, focusing on what they did to achieve their success and how it played out over time. Join the session and hear a live, real-time case study of success in our industry.

“The Annual Business Retreat is pivotal to our company’s success. Our executive team attends together. It has become an excellent tool in reviewing strategy and execution.”

Ben SnyderSystemation


Accelerating Profit Growth & Equity Value SimultaneouslyActionPlanningforResultsWednesday, March 26th, 9:00 a.m. – Noon

You won’t want to miss this! Richard Aldersea will pick up where Tuesday’s Like Size Challenges leave off. Aldersea will facilitate a personalized and highly interactive dis-cussionaboutwhatittakestoaccelerateprofitgrowthandequityvalue.Applyinghis25 years of experience as it relates to ISA’s aggregate Equiteq Growth Accelerator (EGA™). Bring the results of your EGA and Aldersea will help you focus on the deci-sions needed for your company’s growth. You will leave this session with everything youneedtocalibrateandexecuteforacceleratedprofitgrowthandequityforyourfirm.Makeyourtravelarrangementssoyoucanbepartofthisgame changing ses-sion.

”ISA’s Annual Business Retreat guarantees a safe place to explore how to leverage business opportunities. Year after year, the retreat is the number one rated benefit among ISA mem-bers.”

Pam SchmidtISA Executive Director

“ISA is the absolute best for me. It provides access to a wealth of knowledgeable resources in key areas of expertise. With just one phone call, I can be connected to someone who can provide me with meaningful information and insights around a particular area of need.”

Lisa FaganAmplify


Hotel Accommodations:PleasemakeyourhotelreservationsatCamelbackInninScottsdale,AZbyFebruary 21, 2014. The room block rate for ISA is $379 and is limited. You can call 1.800.24CAMEL (800.242.2635) to reserve a room. You can also make reservations online at https://resweb.passkey.com/go/camelbackisa2014. Be sure to tell them you are with ISA’s meeting to insure you get the special rate.

Camelback Inn Resort & Spa, a landmark Scottsdale resort, is nestled on 125 acres of naturally landscaped desert and is a Five Diamond award winner for 30 consecutive years. Accommodations, recently upgraded, are everything you would expect and more. Guests can enjoy an authentic Southwestern experiencewithPueblo-style casitas,with thoughtful toucheseverywhere.With 36-holes of championship golf, the signature Spa at Camelback Inn and seven unique dining options, Camelback Inn Resort is full of history and grace. For more information, please visit www.camelbackinn.com.

Camelback Inn


Invitation OnlyISA CEOs/Presidents/

Owners Meeting8:30 - 10:30 am

KeynoteWalking in the Dark: Perspectives

From The Psychology & Neuroscience of Agile Leadership

Srini Pillay

9:00 - 10:30 am

Kickoff8:45 am

Breakouts:

Accelerating ProfitGrowth & Equity Value

Simultaneously Action Planning for Results

Break10:30 - 11:00 am

Break / ISA Café 10:30 - 11:00 am

Like Size Challenges For ISA Member Companies 9:00 am - Noon

Invitation Only

Mega 1: How to Effectively Create, Manage & Leverage A Company

BoardSteve Cohen/Richard Whiteley

Accelerating Profit Growth & Equity Value Simultaneously

2014 ISA Financial Benchmark Study11:00 am - 1:00 pm

Mega 2: Sharpen Your Strategic Direction: Where To From Here?

Ron Sepielli

Richard Aldersea9:00 am - 12:30 pm

Mega 3: Making Strategic Partnership & Alliances Work

Dan Roberts/Mike Esterday

11:00 am - 12:30 pmInvitation Only

ISA CEOs/ Presidents/Owners & Financial

Study - Lunch1:00 - 2:30 pm

Lunch12:30 - 2:00 pm

Lunch12:30 - 1:30 pm

KeynoteBreak

2:30 - 2:45 pm

Welcome Reception1st Time Attendees

6:00 - 7:00 pm Free Evening

Great Graze7:00 - 9:00 pm

Celebrating ISA's2014 Awards

Reception / Dinner6:15 - 10:00 pm

Tuesday3/25/2014

The Evolution of Purpose: From Asking "Why" to Answering "How"

Christine Arena3:30 - 5:00 pm

Breakfast Buffet7:30 - 8:45 am

Breakfast Buffet7:15 - 8:30 am

Continental Breakfast8:00 - 9:00 am

Business of the Year1:30 - 2:30 pm

KeynoteLeader as Value Creator

Ken Blanchard2:45 - 4:15 pm

Monday3/24/2014

Thought LeadershipJack Zenger & Joe Folkman

2:00 - 3:00 pm

FREE TIME3:00-5:00 pm

Invitation OnlyISA CEOs/Presidents/

Owners MeetingContinental Breakfast

8:00 - 8:30 am

2014 ISA Annual Business RetreatCreating Value in a Chaotic World

Wednesday3/26/2014

Kickoff & State ofAssociation

3:00 pm

Sunday3/23/2014

REGISTRATION FEES:

Designate Registration No Charge

Additional Registrants

Guest (Meals Only)

—

——

$1599

$750

1. The Great Graze on Sunday, March 23rd2. Awards Celebration and Dinner on Tuesday, March 25th

Yes No Yes No

Please confirm your plans to attend the following events:

RETREAT2014 Annual Business

March 23–26, 2014 • Scottsdale, AZ

Additional Registrant(s) From Your Firm:

Name

Email Phone

Title Company

Address City ZIPState

First Registrant from Your Firm at No Charge:

Name

Email Phone

Title Company

Address City ZIPState

Registration Form

Submit your registration form by mail, phone or fax:ISA, 12427 Hedges Run Drive #120, Lake Ridge, VA 22192; call 703.730.2838 or send form via fax to 703.730.2857

www.isaconnection.org

Food Allergies? Please Specify.

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Total Amount Signature$

Cancellations: Should it become necessary to cancel a registra-tion, cancellations must be received by the ISA office prior to February 15, 2014. There are no refunds for cancellations received after February 15th.

PLEASE INDICATE THEAPPROPRIATE ANNUAL REVENUE

CATEGORY FOR YOUR FIRM:

Up to $1M $2M-$3M $4M-$5M $6M-$10M

$11M-$25M $26M-$50M $51M-$100M $101M +

Hotel Accommodations:Camelback Inn • PHONE: 1-480-948-1700 / 1-800-24CAMEL5402 East Lincoln Drive, Scottsdale, AZ 85253ISA Room Rate $379 MAKE RESERVATIONS BY FEBRUARY 21, 2014

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isa’s 2014 annual business · 2014-01-20 · 1.703.730.2838 “ live out your imagination, not...

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