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September Agenda

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September 16-18, 2024
The Graduate Providence
Providence, RI

  • Dana Barnes, S.E.C. – Co-Meeting Manager
  • Wes Dingler, S.E.C. – Co-Meeting Manager
  • RAISING THE BAR - Professionally and Personally
Meeting DateStart TimeEnd TimeDescriptionInformation
Sunday September 15, 20248:00 AM9:00 AMEducation Breakfast L'Apogee
Sunday September 15, 20249:00 AM5:00 PMEducation Session Biltmore Ballroom; “Ultimate Syndication Workshop” Gene Trowbridge Esq., CCIM
Sunday September 15, 20246:00 PM7:00 PMWelcome ReceptionL'Apogee
Monday September 16,20246:00 AMWalkers / RunnersMeet in Hotel Lobby Registration Area
Monday September 16,20247:30 AM8:30 AMGuest and Member RegistrationL'Apogee
Monday September 16,20247:45 AM8:30 AMGuest Breakfast Program - Guests, make arrangements to meet your Mentor at the opening of the meetingSummit
Monday September 16,20247:45 AM8:30 AMMember Breakfast L'Apogee
Monday September 16,20248:00 AM8:30 AMS.E.C. Member Business MeetingBiltmore Ballroom
Monday September 16,20248:30 AM5:00 PMBreakout RoomSummit
Monday September 16,20248:30 AM10:00 AMSpouses and Friends Continental BreakfastNarragansett Bayview Room
Monday September 16,20248:30 AM8:45 AMOpening CeremoniesBiltmore Ballroom, Pledge of Allegiance, Invocation, Pres Remarks
Monday September 16,20248:45 AM9:00 AMOrientation for a Success MeetingModerated by Dana Barnes
Monday September 16,20249:00 AM10:30 AMAll of Your Priorities: 1-2 minutes, no numbersModerated by Dana Barnes and Wes Dingler
Monday September 16,202410:30 AM11:00 AMBreak / Moderator Sign-upL'Apogee
Monday September 16,202411:00 AM12:00 PMGuest Speaker - Legacy Family Office, Creating Governance and Structures that Sustain a Family Enterprise over generationsModerated by: Dana Barnes
Monday September 16,202412:00 PM12:15 PMSponsors
Monday September 16,202412:15 PM1:30 PMLunch
Monday September 16,20241:30 PM2:15 PMAll of Your Priorities: 1-2 minutes, no numbers (continued)Moderated by Brandon Sanders
Monday September 16,20242:15 PM2:45 PMWhat is Happening in your Market: Lending environment, deal structures, recession?Moderated by Jason Mittman
Monday September 16,20242:45 PM3:00 PMBreakL'Apogee
Monday September 16,20243:00 PM4:00 PMPanel on Goal Setting, Career Planning, Concept of Mentorship, HomeworkModerated by Dana Barnes
Monday September 16,20244:00 PM5:00 PMNeed help with a Deal? Distress need help?Moderated by Ron Bowden
Monday September 16,20246:00 PM7:00 PMCocktail Reception - All registered Attendees and Spouse/Guests are InvitedParkview Terrace
Tuesday September 17, 20246:00 AMWalkers / RunnersMeet in Hotel Lobby Registration Area
Tuesday September 17, 20247:30 AM8:30 AMContinental BreakfastL'Apogee
Tuesday September 17, 20248:30 AM10:00 AMSpouses and Friends Continental BreakfastNarragansett Bayview Room
Tuesday September 17, 20247:15 AM8:30 AMFellowship Gathering - All are welcomeSummit
Tuesday September 17, 20249:00 AM10:00 AMRaise the Bar - Goal Setting: Time to Share HomeworkBiltmore Ballroom, Moderated by Dana Barnes and Wes Dingler
Tuesday September 17, 202410:00 AM11:00 AM5-Star PackagesModerated by Members
Tuesday September 17, 202411:00 AM11:15 AMBreak L'Apogee
Tuesday September 17, 202411:15 AM12:00 PM5-Star PackagesModerated by Members
Tuesday September 17, 202412:00 PM1:30 PMLunch
Tuesday September 17, 20241:30 PM2:30 PMPersonal Mentoring: Giving and Receiving Opportunities. Intro to Wednesday WorkshopsModerated by Dana Barnes and Wes Dingler
Tuesday September 17, 20242:30 PM3:15 PMQuick Pitches Moderated by Josh Fox
Tuesday September 17, 20243:15 PM3:30 PMBreak L'Apogee
Tuesday September 17, 20243:30 PM4:30 PMPackage Presentations - Training Sessions for New(er) GuestsModerated by Members
Tuesday September 17, 20244:30 PM5:00 PMLessons from Deals Gone BadModerated by Ted Blank
Tuesday September 17, 20245:30 PM5:45 PMGuests meet with President and Production back of the meeting room.Mark Lechner, SEC President
Tuesday September 17, 20246:00 PM7:00 PMCasino Night Fundraiser - Must be registered for eventCapital Ballroom
Wednesday September 18, 20246:00 AMWalkers / RunnersMeet in Hotel Lobby Registration Area
Wednesday September 18, 20247:30 AM8:30 AMContinental BreakfastL'Apogee
Wednesday September 18, 20249:00 AM10:00 AMNew Business Strategies: Big Picture, Tech, Micro Advances, etc.Biltmore Ballroom; Moderated by Wes Dingler
Wednesday September 18, 202410:00 AM10:30 AMWorkshop #1: Need Mentoring, Willing to Mentor, I Need Help with a Deal, Transactioneering, Financing Issues, Open DiscussionTables
Wednesday September 18, 202410:30 AM11:00 AMWorkshop #2: See above
Wednesday September 18, 202411:00 AM12:00 PMBring Everyone Together - Help you to Raise the BarModerated by Dana Barnes and Wes Dingler
Wednesday September 18, 202412:00 PM1:00 PMLunch Break
Wednesday September 18, 20241:00 PMTBDGeneral discussion

FOLLOW UP IS CRITICAL, DON’T LEAVE THE MEETING WITHOUT A PLAN ON HOW TO EXECUTE THE DEALS YOU DISCUSSED!!

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