The AMC Summit is a one-day event designed for AMC owners, principles, senior leaders,
and other staff focused on growing their AMC. This retreat will give participants the tools
to implement a comprehensive business development strategy to increase value to their clients.


Registration and Accommodations

This summit is only open to AMC owners and their staff, and sponsors. Registration fee includes all educational sessions and lunch.


BY June 10


After June 10

$75 $100
$125 $150

Cancellation Policy:

By Friday, June 10 - 75% refund

By Friday, June 24 - 50% refund



If you require overnight accommodations on Monday, July 11, the Omni Charlottesville Hotel is offering a special rate of $119 + taxes. A reservation link will be provided in your registration confirmation email. The room block closes on Monday, June 20.


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Schedule & Session Descriptions

 4.25 Credits


Monday, July 11

5:00 - 6:00 p.m. Meet 'n Greet at the Omni Charlottesville 

Meet and reconnect with Charlottesville-based VSAE members and potential new members. 


6:30 - 8:30 p.m. Optional Dinner at The Bebedero
Join fellow attendees for delicious local cuisine on Charlottesville's famed pedestrian mall, steps from the Omni Charlottesville. Attendees will pay for their own meals. Let Terry Monroe know you plan to join at [email protected]

Tuesday, July 12
10:00 - 10:30 a.m.  Registration/Check-in 

10:30 - 10:35 a.m.  Welcome & Opening Remarks - Terry Monroe, MBA, CAE, VSAE 

10:35 a.m. – 12:00 p.m. Internal Staffing Structure and Managing Turnover
Presenters: Alison Cockrell, CAE, Custom Management Group; Steven Williams, CAE, Hardiman & Williams; Lisa Noon, CAE, RCE, Organization Management Group
  • Onboarding new clients, delegating tasks, establishing primary, secondary roles, and other team assignments
  • Onboarding new staff to AMC, acclimating with existing clients, diversifying tasks while also keeping team in the loop on all activities
  • Staff/client succession planning, managing turnover – ensuring the team is set up for success to avoid interruption in client service should a primary move on, and transitioning staff into higher levels within company or higher client role
12:00 – 1:00 p.m.  Networking Lunch

1:00 – 2:00 p.m.  When to Take on a Client and When to Walk Away
Presenter: Stewart Hinckley, Ruggles Service Corporation
Researching financial stability, identifying the actual required work within the fine lines of scope of services, estimating staff hours, determining if needed requirements are within wheelhouse of the company, finding red flags with potential client, etc.
2:00 – 2:30 p.m. Property Tour

2:30 – 3:30 p.m. 
Developing and Managing a Successful Client Relationship
Fred Stringfellow, CAE, Stringfellow Management Group; Jonathan Williams, Easter Associates

What makes for a successful AMC-client relationship and what leads to failure? What must you do as an AMC to develop and manage that relationship now and into the future? 

3:30 - 4:15 pm    Roundtable Discussion
Inflation, gas prices, supply chain shortages, mid-term elections and oh yes...Covid. In this quick paced discussion, we'll explore what today's uncertainty and challenges mean for your business and your clients now and heading into 2023. 

4:15– 4:20 p.m.  Closing Remarks - Terry Monroe, MBA, CAE, VSAE 


COVID Safety

At this time, no proof of vaccination or negative COVID test is required to attend, and masking is optional. If, after registering, you test positive for COVID or are exposed to someone who does, notify [email protected] in writing for a full refund.  Read our full COVID policy.

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THANK YOU to our Sponsors!



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