Now Build It: Putting Shared Values to Work for Your Next Event

CMP-IS Domain H: Event Design

Speaker: David Allison, Founder, The Valuegraphics Research Co., Represented by Speakers Spotlight

Getting people to show up is only getting harder. Workforces under pressure have shorter attention spans, tighter calendars and less patience for events that feel like an obligation. This workshop takes the values data from the keynote and turns it into a practical design challenge: how do you make an event that the financial and insurance workforce genuinely does not want to miss?

In small groups, attendees will work through a values-based event audit, examining every touchpoint of the attendee journey through the lens of what this workforce actually cares about. From the invitation and the pre-event communications all the way through to what happens in the room and what people take home. Hospitality partners will apply the same lens to how they tell the story of their property or destination to a values-informed audience.

A World Café: Peer Insights for Planning International Events by Region

CMP-IS Domain H: Event Design

Hosting international events presents a distinct set of strategic considerations that influence everything from operational logistics to the overall attendee experience. In this facilitated roundtable session, participants will examine critical questions and contextual factors to address both before and during the planning lifecycle of global events. Participants will experience a world café format where they will rotate among tables dedicated to specific international markets, enabling peer-driven dialogue, the exchange of real-world experiences and the sharing of actionable insights from professionals who have successfully delivered events across diverse regions and cultures.

Turning Event Data Into Better Decisions With AI

CMP-IS Domain H: Event Design

In this interactive session, participants will explore practical ways to use AI through prompts to streamline work and uncover insights. Together, we will identify proven prompt frameworks, explore where AI can effectively drive efficiencies and surface critical questions that event professionals should be asking but often overlook. We’ll collaboratively curate a collection of prompts during the session and everyone leave with a refined toolkit they can immediately apply to elevate their day-to-day work.

Exercising Influence and Clarity in Executive Conversations

CMP-IS Domain G: Stakeholder Management

Communicating with executives requires clarity, confidence and a strong focus on what drives business decisions. This session explores how to structure executive conversations by leading with clear recommendations, aligning insights to business priorities and using data to tell a compelling story without overwhelming leaders with unnecessary detail. Attendees will leave with increased confidence and actionable techniques to influence decision-making and ensure their insights resonate at the executive table.

A Look Ahead: The Economic Outlook for the Financial Services and Insurance Industry

CMP-IS Domain A: Strategic Planning

Speaker: Dr. Tyler J. De Haan CFP, Director, Advanced Sales, Sammons Institutional Group

This session examines the implications of current U.S. economic conditions for the financial services and insurance sectors. Participants will explore the most pressing risks and opportunities shaping stakeholder priorities, including the forces that are influencing confidence, capital allocation and long-term planning. Through this lens, the session will analyze how economic trends, technological advancement and administrative policies intersect to inform executive decision-making. The presenter will share a forward-looking outlook and outline practical strategies for anticipating volatility and mitigating financial risk.

Negotiating Balanced and Strategic Agreements in Today’s Meetings Environment

CMP-IS Domain G: Stakeholder Management

In this expert-led session, participants will gain deeper insight into the forces reshaping today’s contract and negotiation landscape. Through the examination of real-world scenarios and evolving risk considerations, attendees will learn how to approach negotiations with greater strategic intent, confidence and clarity. The discussion will surface practical techniques and best practices designed to balance risk, strengthen partnerships and drive mutually beneficial outcomes for all parties involved.

Crafting Unforgettable Moments: The Art and Science of Event Impact 

CMP-IS Domain H: Event Design

Speaker: EJ Corporan, Director, Growth & Marketing, Ansera

They came. They participated. They left. And by Tuesday… they remembered nothing. Most events are executed flawlessly and forgotten just as fast. In this session, we explore why that happens and what separates events that fade from those that truly stick. Blending behavioral science, psychology and real-world event strategy, this session challenges planners to move beyond logistics-first thinking and intentionally design for emotional impact. Participants will learn how memory is actually formed during live experiences, which moments disproportionately shape perception and how early alignment across stakeholders transforms “another successful event” into one that drives meaning, clarity and action. Attendees will leave with practical frameworks they can immediately apply to design events that are not only well-run, but genuinely unforgettable.

Additional sessions coming soon.