SATURDAY, OCTOBER 10 ~ LEAD & GROW

8:30–9:00 AM
Morning Welcome

9:00–10:30 AM
Energy Leadership
Sharon Saevitzon | Keynote Speaker

Energy Leadership refers to both a particular and unique form of leadership, and also, literally, to the process of leading energy so that it works for you, rather than against you. By learning and applying the principles and concepts of Energy Leadership, you can increase your ability to shift your own energy and the energy of those around you. When you do that, you will help inspire and motivate yourself and others, feel a greater sense of purpose, get more done with much less effort and stress, and constantly attract positive and powerful people and success to you. 

Sharon Saevitzon PCC, ELI-MP is a certified Transformation, Empowerment, Happiness and Energy Leadership Coach. This keynote will set the tone for growth, transformation, and elevated leadership throughout the entire Summit. 

10:30–10:45 AM
Break

10:45–11:30 AM
Workshop: Lead Yourself First
Reflect • Vision • Focus • Summit Goals • Accountability

11:30 AM–12:15 PM
Finding Your Own Path: Building a TC Business You Love
Samantha Hays

Building a successful TC business doesn’t have to mean following someone else’s blueprint. In this session, Samantha Hays will explore what it looks like to trust your own voice, build a business that works for you, and reconnect with what you want from your work.

Step away from the files, notifications, and day-to-day demands to make space for fresh ideas, meaningful connections, and renewed energy for your business. You’ll leave encouraged to find your own path—and maybe with a little glitter along the way!

12:15–1:15 PM
Lunch Break

1:15–2:00 PM
Risk Management in the TC World
Thomas Jensen | STPro Insurance

That quick favor for an agent. The email you didn’t think twice about. The deadline someone assumed you were tracking. The task that slowly became “part of your job.” As TCs, we make hundreds of small decisions every week—but some can create more risk than we realize.

Join Thomas from STPro Insurance and a couple Transaction Coordinators with nearly three decades of real-world experience, for a candid conversation about risk in the TC world. Together, they’ll explore scope creep, communication, documentation, E&O coverage, cyber fraud, missed deadlines, and those gray-area situations every TC has encountered. Bring your questions and real-life scenarios and learn practical ways to better protect yourself, your clients, and the TC business you’ve worked so hard to build.

2:00–3:00 PM
The Big Split with Lucas
Cash flow • Debt • Savings • Business & Personal Finance

As a small business owner who used to struggle with finances and then transformed them — Lucas is passionate about helping people expand their bank accounts and improve their relationship to money at a deep and lasting level. 

“My goal is for you to let go of past limitations, trust yourself, feel confident in your finances and create a new financial reality.” - Lucas

3:00–3:30 PM
Break 

3:30–4:00 PM
TC Tech: Workflow Wizard

Daniel Whitworth

Join Daniel from Workflow Wizard for a fast-paced look at how technology and smarter workflows can help TCs simplify their processes, stay organized, and work more efficiently. Walk away with practical ideas you can put to work in your TC business.

4:00–4:45 PM
What’s in Your TC Tech Stack?
A TC Software Show & Tell

Come see what other TCs are actually using to run their businesses! We’ll dive into different TC software, systems, and tools as TCs share what they use, how they use it, and what works for them. Bring your own favorites to share—we’ll have a laptop and projector ready for some live show & tell.

4:45–5:30 PM
The Real TCs of California
An Unfiltered Conversation with TC Business Owners

Let’s talk about the stuff TC business owners really talk about—fees, boundaries, clients, hiring help, time vs. money, knowing your value, raising your rates, and everything in between. Join experienced TC business owners for an interactive, candid conversation about what’s working, what’s not, and the lessons they’ve learned along the way. Bring your questions and be ready to join the conversation!

6:30 PM
Summit Dinner Party at Miguel's 
Sponsored by STPro Insurance 

Join us Saturday Night at Miguel’s Cocina in Old Town for a relaxed, fun evening together after Summit sessions!