Experience the expertise. Summit offers an impressive list of featured speakers who will host special sessions that convey valuable ideas and best practices you can put to work in your organization when you return.

How to sign up for a featured speaker session. Below each speaker's profile are links to details about the sessions. If you are registered for the conference and want to add a session, click on its link. On the session description page, click the "Login to My Agenda" link at the bottom of the left menu. From the My Agenda Login page, click the "Login" button. Enter your confirmation number and password.

You'll return to the session page, where you'll see a new link to "Add this session to your Conference Agenda." Click this link to add the session. If you are signed up for another session at that time, you'll see a message indicating overlap. If you are not registered for the conference, you can select the session during registration.

Ryan Adams
Executive Assistant Manager, Rooms Division
The Ritz-Carlton

Originally from Coronado, California, Ryan holds a Bachelor of Science degree in Hotel and Restaurant Management with a minor in Tourism from the United States International University. He is an executive assistant manager of the Rooms Division at the Ritz-Carlton in Denver, Colorado, where he resides with his wife Sara and son Harrison. Ryan is one of 70 Rooms executives in the company.

BB22 "Radar On—Antenna Up": Fulfilling Customers Unexpressed Wishes • Thursday, 9:45 a.m.–10:45 a.m.

BB23 Legendary Service at The Ritz-Carlton • Thursday, 8:30 a.m.–9:30 a.m.

Alexandra DeFelice
Associate Editor, Accounting Technology Magazine
SourceMedia

Alexandra DeFelice is associate editor of Accounting Technology, reporting on trends in the software industry and the reselling/consulting channel. She also writes a column for WebCPA.com covering a variety of topics from practice management to customer service. DeFelice previously served as senior editor of CRM magazine, and for five years as an editor for a chain of newspapers in the San Francisco Bay Area. She currently lives and works in New York City.

BB01 Business Succession Planning: Hiring and Keeping the Next Generation • Tuesday, 8:30 a.m.–9:30 a.m.

Patrick DiLullo
Owner
The Brainpound

Patrick DiLullo has over 25 years of experience in implementation, training, business process design, presentations, and converting business requirements into technology. Patrick's career path has taken him through corporations and dot-com start-ups in various roles in project management, client service, staff management, application development, E-marketing, CRM, and presentation technology. Now, as owner of The Brainpound LLC, Patrick is focused on assisting organizations with their sales and marketing technology initiatives.

BB11 Building Your Business Through Technology Adoption • Wednesday, 8:30 a.m.–9:30 a.m.

Repeated as:
BB13 Building Your Business Through Technology Adoption • Wednesday, 9:45 a.m. –10:45 a.m.

George Hedley, CSP
CEO
Hardhat Presentations

George Hedley is the owner of a successful commercial construction and real estate development company. Over 28 years ago, he founded and built his business from $0 to $50 million dollars in only 7 years. As recognition, George received the nationally recognized award "Entrepreneur of the Year" by Ernst & Young and Venture magazine. George is the author of The Business Success Blueprint and Get Your Business To Work!

BB14 Effective Leadership • Wednesday, 11:00 a.m.–12:30 p.m.

BB17 Building Customer Relationships • Wednesday, 4:00 p.m.–5:30 p.m.

Jack Lindsley
Partner
Sandler Training

Jack Lindsley has been involved in sales, sales management, sales training, and business ownership for over 30 years. He spent 15 years in sales in "Corporate America" in the area of business telephone systems with such companies as ITT, Contel, and Pacific Telephone. During that period he managed, recruited, and trained over 1,000 salespeople. In 1988 he founded Teleco of Phoenix, a telecommunications company. Under Jack’s leadership as founder and president, the company became one of the top ten dealers in a network of over 230. He sold the business in 2003 to focus his attention on his first love, the training and development of salespeople and sales managers.

CRM30 Sandler Selling: Best Practices for Selling in Enterprises • Wednesday, 4:00 p.m.–5:30 p.m.

Dan Lumpkin
President
Lumpkin & Associates

G. Dan Lumpkin is widely regarded as one of the current leaders speaking on change. An international speaker and author, Dan has presented to audiences of thousands in the United States, Mexico, Egypt, Puerto Rico, Europe and around the world. He is president of Lumpkin & Associates, the management consulting firm that specializes in helping organizations deal with change and build cultures for survival in these fast moving times.

BB02 The Power of Choice • Tuesday, 8:30 a.m.–9:30 a.m.

BB05 Ten Driving Forces of Change • Tuesday, 9:45 a.m.–10:45 a.m.

James Medlock, CPP
Director of Education and Training
American Payroll Association

As the American Payroll Association’s Director of Education and Training, Jim Medlock is responsible for the APA’s educational programs and supervises the APA’s payroll. He has over 30 years of payroll and accounts payable experience. Mr. Medlock is a member of the APA and its San Antonio and Denver chapters. He served the Denver Chapter as president, education coordinator, treasurer, and statewide conference chair.

BB21 Payroll Best Practices • Wednesday, 8:30 a.m.–9:30 a.m.

BB24 IRS Rules for Taxable/NonTaxable Fringe Benefits • Wednesday, 11:00 a.m–12:00 p.m.

Phil Myers
President
Pragmatic Marketing

Phil Myers brings over 25 years of software industry experience to his role as president of Pragmatic Marketing. Previously, Phil was president and CEO of Cyclone Commerce, where he led the successful merger of the company with Axway, an EMEA-based software and services company, to create a $140 million market-leader in the collaborative business solution space. In addition, he has led two successful initial public offerings and launched 7 products that became market leaders in their category. Phil is widely regarded in the industry for his strategic marketing expertise and ability to develop high-quality management teams across development, sales, and marketing organizations.

CRM17 Tuned In: Uncover Extraordinary Opportunities That Lead to Business Breakthroughs • Wednesday, 11:00 a.m.–12:30 p.m.

Lisa Parillo
Executive Director
John Adams Business Institute - New Jersey Chapter

As executive director, Lisa Parillo brings over 15 years of experience in organizational development, coaching, and human resource management to her clients. Lisa holds a degree in Organizational Psychology from Douglass College/Rutgers University. Prior to establishing the NJ Chapter, she served as vice president/senior consultant with Caliper, Inc., a human resources consulting firm. She currently serves on the board of directors of SAVE, a non-profit economic development program.

BB26 Demystifying The Selection & Hiring Process • Tuesday, 3:30 p.m.–5:00 p.m.

BB27 The Leadership Axiom • Wednesday, 4:00 p.m.–5:30 p.m.

Chris Reardon
President
John Adams Business Institute

Chris has over 20 years of real world, “in the trenches” experience in business ownership and entrepreneurship. He has successfully started and operated businesses that range from the computer industry, software, land use and construction, to retail ventures. As a global consultant, he has advised thousands of businesses, from start-ups to Fortune 500 companies. As a speaker, instructor, and special advisor, Chris has taught entrepreneurship at both Southwestern and Mira Costa College, and sat on the board for Junior Achievement, a nonprofit organization that teaches youth about business.

BB19-1 The Cheater's Guide to Strategic Planning (Part 1) • Wednesday, 1:30 p.m.–2:30 p.m.

BB19-2 Turning Great Strategy Into Great Performance (Part 2) • Wednesday, 2:45 p.m.–3:45 p.m.

BB12 Marketing During Lean Times • Wednesday, 11:00 a.m.–12:30 p.m.

Bob Rice
Principal Faculty Member
Liminal Group, LLC

Bob began his career at the US Department of Justice as a trial attorney, and then became a partner at a prestigious international law firm. He left his practice to establish a technology company in the mid-90s, which was later acquired by a public company. He became the acquirer’s CEO when the tech bubble burst, and successfully transitioned its business model from desktop software to interactive advertising. Bob founded the Wall Street Chess Club and co-founded the Professional Chess Association with Garry Kasparov. His book, Three Moves Ahead: What Chess Can Teach You About Business (Even If You’ve Never Played), written for non-players, is packed with real-world examples of how top CEOs use Grandmaster techniques to win on Wall Street.

CRM09 How to Win Big in Business by Playing Chess With Your Competition • Tuesday, 3:30 p.m.–5:00 p.m.

Geni Whitehouse, CPA, CITP, CSPM
Founder
Even A Nerd Can Be Heard

Geni Whitehouse is the founder of Even a Nerd Can Be Heard, an organization focused on communication skills for smart people. With past roles ranging from partner in a CPA firm to leader of the technology practice in a firm, she has a wide range of experiences to share. She is passionate about finding interesting ways to talk about what some might consider boring subjects and has discovered that there is no shortage of material.

BB07 Show Me the Money!: Understanding Financial Statements and How to Improve Your Results • Tuesday, 11:00 a.m.–12:00 p.m. FULL