8:00 AM–5:30 PM
Registration

Location: Greene St. Kitchen DURING BREAKFAST, The view STARTING AT 8:45AM

8:00–8:45 AM
Breakfast

Location: greenE st. KITCHEN

8:50–9:00 AM
Welcome & Opening Remarks

Location: The VIEW

9:00–9:50 AM
Balancing the Day-to-Day and Building Long-Term Value

Location: The VIEW

As an owner and operator of a digital marketing, product design and development, technology services, or other related firm, you have chosen one of the most exciting, fulfilling, and valuable entrepreneurial endeavors possible. These businesses operate at the intersection of creativity, technology, and business impact; are (should be) naturally profitable; and have the potential for significant non-linear growth. But as client service-, human capital-, and innovation-driven businesses- they are also some of the most complex and challenging to operate and grow. You likely spend your days managing client relationships, expectations, and results; team, talent, and culture; delivery and quality control; and operations and scale - all while staying ahead of the curve on the evolving technological landscape and inflection points. And we haven’t even talked about how to manage your company as a personal investment and make sure that everything you’re doing is working to build enduring long-term value and setting you up for a potential liquidity event (if that’s anywhere in your ambition).

In this talk we will discuss strategies for operations and ownership and how to best balance the priorities of each of these critical responsibilities. 

10:00–10:50 AM
The Legal Playbook of Top Agencies

Location: The VIEW

In this session, you'll learn how leading agencies leverage legal for business advantage. Discover how to streamline your legal processes, enhance negotiation tactics, and protect your intellectual property to support your agency’s growth. By establishing a robust pricing matrix, and creating a solid negotiation playbook, you’ll be prepared for any legal challenge, ensuring your agency runs smoothly and efficiently.

We’ll also discuss the importance of how to avoid scope creep and the value of updating your agreements regularly to stay ahead in the ever-evolving legal landscape. Learn how to empower your team to handle tough client conversations confidently and explore the benefits of building recurring revenue streams and having a fractional general counsel. This session is packed with real-world insights and practical advice to help your agency thrive and position it for long-term success.

11:00–11:50 AM
The Catalyst for Change: Mastering Brand to Propel Your Agency Forward

Location: The VIEW

Creative Director Natalie Kent of Focus Lab brings her expertise to the forefront, guiding agencies on leveraging their brand to drive growth. Natalie’s leadership at Focus Lab, a global B2B branding agency renowned for its process-oriented approach, seamlessly integrates strategy, verbal and visual identity, and brand support to propel companies into their next chapter of growth and success. 

She’ll share insights gained from leading teams in the creation of over 600 brand identities (including 19 unicorns) ranging from established enterprise organizations to startups in stealth, and with client success reaching over $6BN in capital raised post-branding. Attendees will be inspired and equipped with tools to navigate and harness change effectively.

12:00–12:10 PM

LOCATION: The VIEW

We’re going to hear from Marty Ringlein who is a VC, General Partner, LP, and Investor for a few minutes.

12:10–1:00 PM
Breakouts

LOCATION: The VIEW

In this breakout, you’ll get to connect with your peers who do what you do to share what’s working and what’s not. Best of all, each group will have a seasoned veteran in their role to help guide the conversation toward solutions and new approaches.

1:00–2:30 PM
Lunch

Location: greenE st. KITCHEN

2:30–3:20 PM
Moving Beyond Founder-Led Sales

Location: The VIEW

Join Tom O’Neill, CEO and founder of Parallax, for an insightful session on revolutionizing revenue operations to achieve fast and reliable growth in creative agencies. This talk will help you transition from the unpredictability and inconsistency of founder-led sales to sustainable, scalable strategies.

In this session, you’ll learn how to:

• Develop and implement analytics-driven funnels to optimize your sales and marketing efforts

• Segment your market to attract more profitable revenue streams

• Gain insights into solutions-based selling and delivery alignment

• Create a robust feedback loop for continuous improvement and client satisfaction

Don’t miss this opportunity to gain practical insights and actionable advice that can immediately elevate your agency’s growth.

3:30–4:20 PM
Going AI First in Operations

Location: The VIEW

You’re an experienced operations exec and you understand AI’s potential, but maybe unsure of its practicality vs. the hype, or feel too swamped fighting fires to go deep. One more thing to learn. I’ve been there!

In my talk, I’ll cut through the noise and offer straightforward, practical strategies to get started leveraging AI in your workflow. We’ll focus on tangible steps you can take immediately, even with a packed schedule.

We’ll explore strategy development, comms alignment, employee reviews, software evaluation and more, all through an AI perspective. Join me to see how AI can help you cover more ground, faster.

4:30–5:20 PM
The Art of Leadership: Guiding Your Business Through Every Stage of Growth

Location: The VIEW

In today’s fast-paced and ever-evolving business landscape, the art of leadership is more critical than ever. This session will unlock the core traits needed to effectively lead a business from its inception to its peak. We will explore the transformative power of effective leadership and leave equipped with practical strategies to lead your business through every stage of growth with confidence and clarity.

Key Takeaways:

• Understanding Self-Leadership: Discover the essential role of self-awareness, emotional intelligence, and personal growth in becoming a successful leader.

• Meeting Your Team's Needs: Gain insights into what your staff truly seeks from their leader.

• The Ripple Effect of Leadership: Understand how your leadership style impacts not only your business but also your personal life and the broader community.

5:20–5:30 PM
Closing Remarks

Location: The VIEW

8:00–10:00 PM
Social Event

Location: greenE st. KITCHEN at PALMS CASINO RESORT

8:00–8:45 AM
Breakfast

LOCATION: greenE st. KITCHEN

8:50–9:00 AM
Welcome Day 2

LOCATION: The VIEW

9:00–9:50 AM
All Your Projects Are Snowflakes, and That's Ok!

LOCATION: The VIEW

Before the pandemic, my focus was data and process optimization. The pandemic showed me the importance of understanding the customer and designing products for humans. Now, with the rise of AI, I believe that prioritizing culture and humanity, along with process and data, will be crucial. Let's explore how to integrate people first into the data story to enhance customer success and avoid losing our humanity in the digital age. As we scale fully remote teams, let's consider how understanding people can drive both profit and positive impact.

Key takeaways I hope you get out of this session:

• The more you scale, the more you embrace AI, the deeper you need to anchor in the human aspect of your work.

• Fear not that every project is a snowflake with its own processes. Embrace it.

10:00–10:50 AM
Client-centric Account Growth

LOCATION: The VIEW

Jenny will share why agencies are generating more predictable revenue from existing client accounts and hard wiring account growth skills into their business.

Jenny brings over 25 years experience in account management and several years client side and will provide actionable insights to help you transform the way you grow client business.

Key topics covered:

• The future of your client relationships

• The 3 levers to pull to ensure account growth success

• Assess your current approach to account growth

• Key strategies for you to take away and implement

11:00–11:10 AM

LOCATION: The VIEW

Join Noel Andrews for a short session on five hiring beliefs that might be holding you back in your agency.

Noel has over 15 years of hiring expertise and has worked with agencies and Bureau members across the world to help them build high quality remote teams.

Key takeaways you’ll get:

• Why remote hiring might not be for you.

• Permission to hire the way you want to.

• Realisation that things may not be quite what you believe

11:10 AM–12:30 PM
Breakouts

LOCATION: The VIEW

In this breakout, you’ll connect with others who are facing the same challenge. We’ll stack the deck in your favor by having someone experienced in the specific challenge at the table.

12:30–2:00 PM
Lunch

LOCATION: greenE st. KITCHEN

2:00–2:50 PM
Navigating Your Agency’s Life Cycle

Location: The VIEW

Join Ryan Watson for an insightful journey through the life cycle of agencies. This talk delves into Upsourced Accounting’s proven framework and offers a comprehensive guide to navigating the startup, growth, stabilization, and exit phases. You’ll gain valuable insights into financial management, operational optimization, and building a resilient agency that can adapt to market changes. This talk is for agency owners, managers, and entrepreneurs looking to enhance their business strategies.

Key Takeaways:

• Understanding the stages of an agency’s life cycle

• Financial management strategies for each stage

• Operational best practices for sustainable growth

• Preparing for successful exit strategies

3:00–3:50 PM
The Impact of Fractional Roles on Creative Agencies: A New Operational Paradigm

LOCATION: The VIEW

Join Yasmine as she delves into the transformative effect of fractional roles on the operational landscape of creative agencies. This talk will explore how integrating part-time and freelance experts reshapes traditional agency models, enhances flexibility, and drives innovation. Yasmine will discuss the advantages and challenges of adopting fractional roles, including cost efficiency, access to specialized skills, and the impact on team dynamics and project management.

Attendees will understand why and how creative agencies increasingly rely on fractional roles to stay competitive in a rapidly evolving industry. This session is essential for agency leaders, managers, and HR professionals looking to optimize their workforce strategy.

Key Takeaways:

• The benefits and challenges of fractional roles in creative agencies

• Strategies for integrating part-time and freelance talent effectively

• Impact on team dynamics and project management

• Future trends in the operational ecosystem of creative agencies

• Uncover the disruptive and enhancing potential of fractional roles in your agency’s operations, providing a competitive edge in today’s dynamic market.

4:00–4:50 PM
Creative Change Management: Navigating Agency Growth with Care

LOCATION: The VIEW

Growth brings exciting opportunities for transformation, yet creative teams encounter unique challenges as they expand their capacity and capabilities. This talk will showcase how creative agency leaders can navigate team growth without losing their unique culture. Expect strategies for thoughtful leadership during times of change, fostering innovation within expanding teams, and surviving the occasional culture shock.

Leaders will learn to:

• Cultivate a resilient and vibrant team culture

• Embrace diversity for innovation

• Scale creativity with quality

4:50–5:00 PM
Closing Remarks & Thank You’s

LOCATION: The VIEW