All Topics in Phoenix

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  The Run for the Roses: What Needs to be Done Before You Retire

  Jeff Young, Senior Wealth Manager, Kierland Financial Group

  TOPIC CATEGORY: Financial

  You’ve won the game! Now What? The goal of wealth accumulation gradually gives way to that of efficient money management in retirement. It certainly isn’t the same skill set and has a different set of challenges and opportunities associated with it. Planning for that stage while you are in your peak earning years can help insure a retirement of dignity and independence if you plan now. MORE >

  Financial Planner and Investment Advisor Jeff Young speaks about that life phase in this presentation entitled “The Run for the Roses.” It is he will address such issues as:
  • Creating a New Safety Net
  • Gifting
  • Planning a Social Security Strategy
  • What are RMD’s (Required Minimum Distributions from Retirement Plans) and when do you take them?
  • Educating the Survivors
  • Maximizing your tax bracket
  • End of Life Planning
  • The One Property Asset that will give your Heirs Fits and how to avoid that

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  The Art of the Pivot: How to Rebuild When the Plan Falls Apart

  John Wiley, CEPA, CEO, Private Equity Strategist, Navy Veteran, Author, John Franklin Wiley

  TOPIC CATEGORY: Motivational

  Every life has a moment where the plan stops working. A career ends. A business fails. A health crisis hits. What separates the people who stay stuck from the ones who rebuild isn’t talent or luck – it’s the willingness to pivot without losing yourself in the process. Drawing from his own experience rebuilding across multiple industries and life stages, John Franklin Wiley delivers a talk that’s equal parts strategy and soul. He shares the pivots that worked, the ones that didn’t, and the quiet internal shifts that made the difference. MORE >

  Your audience will walk away with:
  • The three stages of every successful pivot (and where most people stall)
  • How to distinguish between quitting and strategic retreat
  • Why your next chapter doesn’t have to look anything like the last one Practical takeaways for anyone in transition, starting over, or wondering if their best days are behind them. Spoiler: they’re not.

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  The Four Decisions Companies Must Get Right to Scale Up

  Corwin Smith, Entrepreneur / Scaling Up Coach, Transcend Growth Parnters

  TOPIC CATEGORY: Business

  Learn the four decisions companies must get right - People, Strategy, Execution & Cash. CEO's and business leaders will walk away with tools for strategic planning along with making sure that they Scale Up effectively.

  People - Getting the right people in the right seats doing the right things MORE >

  Strategy - A truly differentiated strategy that is simple.

  Execution - Processes running flawlessly and without drama

  Cash - Cash is like oxygen for a growth company, run out and risk death!

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  Building a Better Workers’ Compensation Program

  Nancy Germond, MA, SPHR, SHRM-SCP, President, True North Consultants, a Division of Insurance Writer, LLC

  TOPIC CATEGORY: Business

  Employers of all sizes struggle to manage their workers' compensation program. This lively presentation will provide you with ten top tips to build a stellar workers' compensation program, reduce injuries and manage return-to-work and other employment challenges.

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  Conscious Leadership: Mastering the Leadership Balcony

  Ryan Bouda, Leadership & Culture Strategist, LEAP Training & Coaching

  TOPIC CATEGORY: Business

  Great leadership is about awareness, intention, and how leaders show up in moments that matter. Conscious Leadership invites leaders to step back from the noise of daily demands and view situations with clarity, perspective, and purpose. MORE >

  Drawing from the concept of The Leadership Balcony, participants learn how to rise above reactive behaviors and lead from a grounded, intentional state. Leaders will explore how their state of being, the stories they tell themselves, and the strategies they choose directly influence team engagement, trust, accountability, and culture.

  Through real-world examples, reflection, and practical tools, this session equips leaders to respond rather than react, align actions with values, and model the behaviors that inspire consistency, empowerment, and results. Leaders at any stage will leave with a clear framework to adapt to challenges while staying anchored to purpose.

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  5 Gears: How to Be Present and Productive When There is Never Enough Time

  Debbie Correa, Senior Associate, GiANT WORLDWIDE

  TOPIC CATEGORY: Self-Improvement

  5 Gears: How to Be Present and Productive When There Is Never Enough Time teaches you to shift into the right gear at the right time so that you can grow in your relational intelligence and increase your influence. You will learn the the five different gears, or mindsets that carry you through various facets of your day.
  MORE >

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  Wage and Hour Compliance Challenges

  Lorie A. Birk, Esq, SPHR, SHRM-SCP, Principal Consultant, HR Law Works, LLC

  TOPIC CATEGORY: Business

  There have been a lot of challenges for employers in the last year with respect to wage and hour. There were the Fair Labor Standards Act (FLSA) salary exemption updates that were put on hold and a higher minimum wage in Arizona. With all of this, organizations cannot forget to review their wage and hour practices to ensure compliance. MORE >

  Is your organization including the appropriate compensation in overtime calculations? Are positions appropriately classified as FLSA exempt? This session will review some of the top compliance issues where organizations misstep and provide some tips for compliance.

  This program can also be tailored for state law compliance such as California.

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  Passion + Purpose = Profit

  Susan F. Moody & Leeanne Gardner, Co-Founders, StarshineAZ

  TOPIC CATEGORY: Business

  Wouldn’t it be great if you could tap into what you really love and figure out what to do with that passion that would actually make you some money? Many of us, especially women, start our businesses as passion projects and end up creating a hobby and not a viable, sustainable business. MORE >

  “Do what you love and the money will follow” is great in theory, but during this interactive talk participants will come away knowing the missing link between love and money and their next best step to creating a profit from their passion.

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  Faithfully Cherishing Creation

  Gretchen Reinhardt, En-ROADS Climate Ambassador and Volunteer, Citizens' Climate Lobby

  TOPIC CATEGORY: Climate

  Ground your exploration of climate action within your specific faith tradition, or learn about interfaith approaches to faithfully cherishing creation. This presentation will be created to meet the identified objectives of the faith or interfaith community providing the invitation. MORE >

  Climate is a topic that can touch all areas of our lives, from the most personal and daily decisions about having and raising a family to global water, immigration or energy policy. How do we settle into the wisdom of our own faith tradition and allow it to assist us in solving global challenges with love and power, day in and day out, year in and year out?

  This program is more about creating a shared journey into a faith community’s awareness of what cherishing creation means today than a presentation of information.

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  What’s Your Bike?

  Dave Cooke, CEO and Board Chair, 100Pedals, Inc.

  TOPIC CATEGORY: Motivational

  “What’s your bike” introduces audiences to the struggles of addiction in the family, while lending credibility with those on their similar paths. Dave takes his audiences on a profound, personal journey where they transition from a feeling of helplessness and hopelessness to a place of empowerment and possibility, as they confidently begin the search for their path through the adversities which are dragging them down. MORE >

  As the audience discovers the possibilities for change in the face of chaos, Dave moves them from a place of fear and worry to one of hope and opportunity while helping them recognize the impact of both on their lives and their outcomes.

  After learning his youngest child was addicted to heroin, Dave Cooke spent the next eighteen months on a relentless quest to save him. This determined commitment took him through all the experiences a parent goes through – deception, theft, overdoses, multiple arrests, jail, homelessness and untold sleepless nights. With every painful experience guilt and failure took another piece out of his spirit to the point where he felt as though everything was lost. His business nearly collapsed, his health was suffering, and his relationships were falling apart. Dave was broken in every way imaginable.

  Late one night, in a desperate plea for relief, Dave took on a personal challenge to ride his bike for one hour a day, for one hundred consecutive days. It was an activity which completely changed his life. Dave’s inspiring story provides powerful insights into the experiences of being a parent of an addicted child, while offering an incredibly inspiring message for parents struggling to find their way through life’s adversities such as the chaos of their child’s addiction.

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