Operations Summit Agenda
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Monday, March 24: Day 1
Tuesday, March 25: Day 2
Monday, March 24: Day 1
All times reflect the Eastern Time Zone.
Jump to: Tuesday, March 25: Day 2
11:00–11:10 AM ET
Official Welcome
11:10 AM–12:10 PM ET
Raising the Ceiling on Studio Operations
Over the past few years at Operations Summit, we've really explored what operations mean and how to work smarter. We started off this event to bring together people who know that the magic is in the details. We've already lifted the floor of operational excellence in our community, and now it's time to push even further. In my talk, I'll set the tone for the rest of the event and share my vision for where operations can go next. Plus, I'll walk you through another key operations system that shows just how much more we can unlock.
JASON ROSENBAUM
Partner/COO, Crowd Favorite | Founder & CEO, RGRO Solutions
12:15–1:30 PM ET
How Agencies Integrate RevOps
Discover how to align Revenue Operations with Finance and Operations to drive efficiency and growth. In this talk, we'll explore how RevOps optimizes sales and marketing workflows, while Finance ensures cost-effectiveness and Operations implements standardized processes. Learn how strategic budgeting and resource allocation empower teams to achieve predictable revenue cycles and eliminate inefficiencies.
Join us to find out how integrating these functions creates a seamless, agile system that propels your agency forward.
1:30–2:00 PM
Break
2:20–3:20 PM ET
KARL SAKAS
Agency Consultant & Executive Coach, Sakas and Company
TOM O’NEILL
Founder, Strategic Advisor, Parallax
3:25–4:25 PM ET
To Pod or Not to Pod? A Thoughtful Conversation on Organizational Structure
Firms have long wrestled with finding the perfect structure to drive success. Few models have sparked as much discussion as the pod approach. At Operations Summit, we believe the answer is never black or white—it all depends on your unique circumstances.
Instead of framing the topic as a debate with winners and losers, we invite you to join us for an in-depth conversation that explores when a pod structure might be advantageous and when it may not be the right fit.
4:25–4:30 PM ET
Closing Remarks
Member Ticket - $599 | Nonmember Ticket - $899
Tuesday, March 25: Day 2
ALL TIMES REFLECT THE EASTERN TIME ZONE.
Jump to: Monday, March 24: Day 1
11:00–11:10 AM ET
Welcome Back!
BRETT HARNED
Coach and Consultant at Same Team Partners.
11:10 AM–12:10 PM ET
From Chaos to Clarity: A Tactical Approach to Stronger Teams & Smarter Operations
Do more with less. That’s the reality for agencies today. With shrinking creative and marketing budgets, smaller teams, and rising expectations for speed, quality, and profitability, operations leaders are feeling the squeeze. Efficiency isn’t just a buzzword—it’s a survival skill.
But let’s be real: process tweaks and software alone won’t fix what’s broken. The biggest operational bottlenecks aren’t in the tools you use; they’re in misalignment, unclear expectations, and ineffective collaboration. Teams struggle with communication breakdowns, siloed work, and friction that slows down delivery.
This session goes beyond retrospectives and postmortems to help you evaluate and optimize your team’s relationships, communication, collaboration, and culture—so your operations actually work.
TRACI BARRETT
President & Co-Founder, Navigate the Journey
12:15–1:30 PM ET
How Knowing Your Strengths & Frustrations Builds Better Teams
Let's dive deep into team dynamics! In this session, Traci will present us with a simple yet powerful framework to help you and your team work smarter while reducing friction. The secret lies in understanding each other’s strengths as they relate to communication and productivity. It’s a way of tapping into each other in a new and different way, leading to more engagement and better innovation.
Get excited to learn more about building a culture where each person contributes at their highest level.
1:30–2:00 PM ET
Break
LARRY WADDELL
Founder & President, Prism+Spire
2:00–2:15 PM ET
LAUREN O’BRIEN
Chief Strategy Officer, Newfangled & Magnolia
2:20–3:20 PM
Marketing Operations Reimagined: An AI Framework for Modern Agencies
You've got a lot of choices when it comes to integrating AI tools into your agency's marketing operations. And if you're like most firms, deciding where to begin is a little intimidating. In this session, you'll learn practical tips on how to use AI tools to bring efficiency to your marketing ops while elevating your marketing strategy along the way.
This session moves beyond theory. It's packed full of practical tips about which tools to use first and how to get the most out of them in order to ensure your agency's marketing operations remain effective, efficient, and modern.
CHRIS MCKAY
CEO and co-founder, Maginative
3:25–4:25 PM
Fireside Chat with Chris McKay
Join us for an engaging, moderated Fireside Chat with Chris McKay, Editor-in-Chief of Maginative.com. Known for making AI accessible, Chris bridges the gap between cutting-edge research and real-world applications, empowering business leaders and professionals to adopt AI in an effective and ethical manner.
During this session, he will share his visionary insights on the latest AI trends and best practices, providing actionable strategies to navigate the rapidly evolving digital landscape.
4:25–4:30 PM
Closing Remarks
Member Ticket - $599 | Nonmember Ticket - $899
Thank You to Our Wonderful Partners:
Interested in sponsoring Operations Summit? Let's connect.