The AMC Summit is a one-day event designed for AMC owners, principals, 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
• Accommodations
• Schedule 
  
• COVID Safety 
  
• Sponsors

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

Cancellation Policy:
By Friday, June 9 - 75% refund
By Friday, June 16 - 50% refund
NO REFUNDS AFTER JUNE 16

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ACCOMMODATIONS

Located in idyllic Harrisonburg, Virginia in the gorgeous Shenandoah Valley, The Hotel Madison & Shenandoah Valley Conference Center blends a sophisticated style with relaxing comfort. Featuring well-appointed rooms and suites with mountain and downtown views, as well as compelling dining, facilities and meeting space, this Harrisonburg hotel is an elegant and inspiring choice, perfect for a quick visit or long-term stay in Harrisonburg. 

If you require overnight accommodations, The Hotel Madison is offering a special rate of $99 a night, plus taxes. A reservation link will be provided in your registration confirmation email. 

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SCHEDULE

Monday, July 10
5:00 - 6:00 p.m.
Meet n' Greet at Hotel Madison & Shenandoah Valley Conference Center (for those arriving early)

6:30 - 8:30 p.m. 
Optional Dinner (location TBD)

Tuesday, July 11
8:30 - 9:00 a.m.
Registration/Check-in

9:00 - 9:05 a.m. 
Welcome & Opening Remarks
Zach Eisenman, Deputy Executive Director, VSAE

9:05 - 10:20 a.m.
SESSION 1: Getting and Keeping the Right People on the Bus
Mary Connor, CAE, President, SMG Consulting, LLC
Fred Stringfellow, CAE, President, Stringfellow Management Group
In his book, Good to Great, Jim Collins reminds us that, “If you have the right people on your bus, the problem of how to motivate people largely goes away…they will be self-motivated to produce the best results and to be part of creating something great.” In today’s tight labor market, how do you get the right people on your bus and as importantly keep them there?

10:35 - 11: 50 a.m.
SESSION 2: Leveraging Social Selling for AMCs
Erin Fuller, FASAE, CAE, Chief Strategy Officer, MCI USA
Professional services firms gain new and keep existing business largely through our talent and their experience, relationships, and accomplishments. Although we manage how our overall brand is presented via industry and business social channels, it can be challenging to leverage and encourage our talent to be better brand-aligned. Learn about social selling, a real-life example of how one AMC used gamification and training to encourage talents to become stronger brand ambassadors as well as the results.

11:50 a.m. - 12:50 p.m.
Networking Lunch

1:00 - 2:15 p.m.
SESSION 3: Streamlining and Automating Operations
Alison Cockrell, CAE, Principal, Director of Operations, Custom Management Group
Allison Travis, Principal, Director of Technology, Custom Management Group
Time is money. This is especially true for AMCs and their staff. With seemingly always more to do and less time to do it, how can your AMC utilize the latest technologies and business processes to improve efficiency and streamline operations?

2:30 - 3:45 p.m.
SESSION 4: Making It Work or Moving On
TBD
Even the best relationships run into bumps along the way, whether it be a misalignment of expectations, changes in leadership, or financial difficulties. How do you identify and address these red flags, and successfully repair a difficult situation? How do you determine when it’s time to get out of the relationship, do it cleanly, and manage your firm's image? 

3:45– 3:55 p.m.
Closing Remarks
Zach Eisenman, Deputy Executive Director, VSAE 

 5.00 Credits

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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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