February 19-22, 2024

The Diplomat Beach Resort, Hollywood, Florida

2024 Confluence Sales Kick-off

Tentative Agenda

Travel day

Monday, February 19th

Session Time

Agenda Topic

Presenter

Location

7:00PM – 10:00PM ET

Welcome Reception

South Palm Court

Day 1

Tuesday, February 20th

Session Time

Agenda Topic

Presenter

Location

7:00AM – 8:00AM ET

Breakfast

Regency Ballroom 1

8:00AM – 8:30AM ET

Day 1 Welcome - Opening Remarks

Chris Riggio/ Todd Moyer

Regency Ballroom 2

8:30AM – 10:00 AM ET

Divisional Product Strategy – CRR

Tom Rowe/ Mike Marmo/ Tom Pfister

Regency Ballroom 2

10:00AM – 10:15AM ET

Break

10:15AM – 11:00AM ET

Divisional Product Strategy – Global Data

Clinton Moseley

Regency Ballroom 2

11:00AM – 12:15PM ET

Divisional Product Strategy – Analytics

Damian Handzy

Regency Ballroom 2

12:15PM – 1:00PM ET

Lunch

Regency Ballroom 1

1:00PM – 1:45PM ET

Sales Strategy – GAM

Dom Ionadi

Regency Ballroom 2

1:45PM – 2:30PM ET

Sales Strategy – North America

Mark O’Brien

Regency Ballroom 2

2:30PM – 2:45PM ET

Break

2:45PM – 3:00PM ET

Sales Strategy – EMEA Reg

Chris Riggio

Regency Ballroom 2

3:00PM – 3:45PM ET

Sales Strategy – EMEA/SA-APAC

James Rees/ Craig Arenhold

Regency Ballroom 2

3:45PM – 4:15PM ET

Break

4:15PM – 6:15PM ET

Team Building Competition

All

South Palm Court

7:00PM – 10:00PM ET

Beach Dinner

All

Diplomat Beach

Day 2

Wednesday, February 21st

Session Time

Agenda Topic

Presenter

Location

7:00AM – 8:00AM ET

Breakfast

Regency Ballroom 1

8:00AM – 8:15AM ET

Day 2 Welcome

Chris Riggio

Regency Ballroom 2

8:15AM – 9:30AM ET

Client Service/Delivery Strategy

Katie Kiss

Regency Ballroom 2

9:30AM – 9:45 AM ET

Break

9:45AM – 11:00 AM ET

Marketing Strategy

Isabella Mark, Emily Worth, Valerie Jones

Regency Ballroom 2

11:00AM – 11:30AM ET

Confluence at a Glance

Todd Moyer

Regency Ballroom 2

11:30AM – 12:30PM ET

Lunch

Regency Ballroom 1

12:30PM – 1:30PM ET

Sales Training - Global Reg Platform including PFR ecosystem

Dom Ionadi/ Tom Pfister

Regency Ballroom 2

1:30PM – 1:45PM ET

Break

1:45PM – 2:15PM ET

Sales Training – Style Analytics

Ben Gilbert/ Chris Smith-Hill

Regency Ballroom 2

2:15PM - 2:30PM ET

Break

2:30PM - 3:15PM ET

Sales Training – Revolution

James Rees/ Tom Wieczorek

Regency Ballroom 2

3:15PM - 3:30PM ET

Break

3:30PM - 4:00PM ET

Sales Training – Valuations

Mark O'Brien/ Clinton Moseley

Regency Ballroom 2

5:30PM – 9:00PM ET

Awards Dinner – Business Casual

All

Lower Level Lobby

Day 3

Thursday, February 22nd

Session Time

Agenda Topic

Presenter

Location

7:00AM – 8:00AM ET

Breakfast

Regency Ballroom 1

8:00AM – 8:15AM ET

Day 3 Welcome - CEO Address

Mark Evans

Regency Ballroom 2

8:15AM – 9:30AM ET

Keynote Speaker

Keynote Speaker

Regency Ballroom 2

9:30AM – 9:45AM ET

Break

Hotel

9:45AM – 12:00AM ET

What does success look like? Product/ Client Case Studies

Sales Mgmt./Sales Rep

Regency Ballroom 2

12:00PM – 12:15PM ET

Closing Remarks

Chris Riggio

Regency Ballroom 2

12:15PM – 1:00PM ET

Goodbye Lunch

ALL

Regency Ballroom 1

SKO dates:

Monday, February 19 (Travel day)

Tuesday, February 20

Wednesday, February 21

Thursday, February 22

Breakfast, Lunch and Dinner will be served all three days during the event.