2022 AMC Summit

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
Schedule & Session Descriptions
COVID Safety
Sponsors

Registration and Accommodations

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

REGISTRATION

EARLY BIRD
BY June 10

REGULAR

After June 10

Member

$75

$100

Non-Member

$125

$150

Cancellation Policy:

By Friday, June 10 - 75% refund

By Friday, June 24 - 50% refund

NO REFUNDS AFTER JUNE 24

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
6:30 - 8:30 p.m. Optional Dinner Location: TBD
Join other attendees for delicious local cuisine in a relaxed atmosphere on Charlottesville famed pedestrian mall, steps from the Omni Charlottesville.

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: 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 – 3:00 p.m. Developing and Managing a Successful Client Relationship

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?

3:00– 3:30 p.m. Property Tour

3:30 - 4:15 pm Roundtable Discussion

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

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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.