Step-by-Step Exit™ integrates the Value Gap Assessment with the EOS Tools, Model and Process to guide business owners through a successful M&A transition. 

The process begins by completing a survey known as the Value Gap Assessment (VGA). The VGA assesses the gap between the current business value and the owner’s financial goals. 

Our Step-by-Step Proven Process leverages the V/TO^® to maximize exit value and prepare for due diligence. By completing the “101 Rocks”, which includes establishing the Six Trusted Advisors^™and “letting go of the vine,” your legacy and freedom are ensured.

Key Takeaways: 

• Integrate Exit Planning: The Step-by-Step Exit™ process uses EOS tools and the Value Gap Assessment to guide owners through a successful M&A.
• Assess Value Gap: Start with the Value Gap Assessment (VGA) to determine the difference between the current business value and financial goals.
• Maximize Exit Value: Leverage the V/TO, establish the Six Trusted Advisors™, and complete the “101 Rocks” to prepare for due diligence and ensure your legacy.

As a Visionary, you launched your business with passion, ideas, and drive.  After years of working so hard, it's costing you your freedom and the ability to scale your business. 

 The truth of the matter is, the answer to gaining FREEDOM while at the same time Scaling has everything to do with your team. In this transformative session, you'll learn a practical, story-driven blueprint to build or rebuild a leadership team so you can scale your business while gaining the freedom you dreamt of from the beginning. You’ll walk away with clarity, confidence, and a fresh vision for what’s next.

Key Takeaways:

Scaling: Building Your Team is the Answer to Freedom and Scaling

Freedom: Master a Practical Blueprint for Leadership Team Construction or Rebuilding

Takeaways: Gain Clarity, Confidence, and a Fresh Vision for What's Next

Visionaries move fast and generate ideas. Integrators turn those ideas into reality. Trouble starts when Visionaries rein themselves in, or when others try to manage around them without understanding how the Visionary does their best work. That’s when progress slows and frustration spreads. 

Join David Kolbe, CEO and Visionary of Kolbe Corp, for a direct, practical session on recognizing instinctive strengths and the Do More, More Naturally approach to leadership. You’ll learn techniques for Visionaries to decide what they should own and what they should hand off; for Integrators to better execute plans with less conflict and chaos; and for all leaders to reduce friction across the business. You’ll leave with a simple exercise you can use immediately at your next Level 10 Meeting®.

Key Takeaways:

Recognize Strengths: Discover your instinctive strengths that support your leadership approach. 

Visionary Hand-Offs: Learn techniques for Visionaries to decide what they should own and what they should hand off.

Reduce Friction: Implement strategies for all leadership team members to better execute plans with less conflict.

Many EOS companies experience strong early traction — then progress quietly slows. This session explores why that happens and what growing EOS organizations must do next. You’ll learn the Five Stages of Development associated with exceptional companies, the common traction gaps at each stage, and why EOS must evolve beyond the leadership team as organizations grow. Attendees will leave with a clearer understanding of their current stage, the risks of running EOS on spreadsheets and good intentions, and what it takes to master EOS at scale.

Many entrepreneurial leaders are frustrated that their incentive plans create entitlement instead of results. Plans often fail because they’re overly complex and lack the training needed to connect daily work to profit and rewards. In this session, we’ll demystify incentive plans and share practical strategies to turn them into simple, self-funded, and supported tools that inspire action and drive measurable results. Whether you’re fixing an existing plan or starting fresh, you’ll leave with clear, actionable insights to build an incentive program that creates ownership and real value.

Key Takeaways:

• Simplify Your Incentive Program: Turn complex incentives into simple, self-funded tools.
• Get Team Member Buy-in: Get practical strategies to inspire action and drive measurable results.
• Transform Employee Mindset: Build an incentive program that creates ownership, not entitlement.

You’re running your business on EOS. The team is aligned. The scorecard is working. Traction® is real.  

Do you find yourself asking, “Should I love it or list it?” If you ever decided to sell, is your business ready or would the process expose gaps you didn’t know were there?  

In this session, Cathcap CFO and COO Pam Meissner shares how to build on your EOS and challenges you to consider making pivots by looking through the lens of a buyer.  EOS-run companies help you create something you love, no doubt.  What pivots in the components of the system might bring into focus a different perspective — one centered on transferability, risk, and enterprise value. 

This session isn’t about pushing you to sell. It’s about helping you build a business that gives you a choice — one you can confidently love or be ready to list on your terms.

Key Takeaways:

• Build on your EOS foundation: Start by looking through the lens of a business buyer.
• Optimize Company Valuation: Make pivots to address gaps, reduce risk, and maximize enterprise value.
• Create Choices: Create a business that gives you a confident choice to either "love it or be ready to list it."

Join us at the Demo stage, located on the 2nd floor at the far end of the Sponsor exhibit corridor. Stephen Menendez, is Head of Sales at Strety, an officially licensed EOS® software. He’s here to walk you through how Strety can support your implementation, and why thousands of companies have switched to Strety in the last couple of years.

Key Takeaways:

Discover Options: Learn about the latest EOS-licensing software.

Understand Functionality: See how Strety’s platform supports your implementation.

Ask Questions: These sessions are interactive.

Tired of hiring “rockstar” salespeople who flop fast? You’re not alone. The average bad sales hire costs $1.3 million in lost revenue, and traditional hiring methods only work 23% of the time. In this no-fluff session, you’ll learn how to spot bluffers before they get through the door. By combining sales analytics with the psychological tactics of elite poker players, you’ll walk away with a smart, predictive, and nearly bluff-proof hiring process. It’s time to stop gambling on sales hires—there’s too much at stake!

Key Takeaways:

Stop Gambling: Learn to spot "rockstar" bluffers to avoid the average $1.3 million cost of a bad sales hire.

Predictive Process: Walk away with a smart, nearly "bluff-proof" system that moves beyond traditional hiring methods.

Analytics & Psychology: Discover how to combine sales analytics with the psychological tactics of elite poker players to assess candidates.

Your business started with big dreams and a lot of coffee, but now you are knee-deep in spreadsheets and wondering if you are missing something (spoiler alert: you probably are). In this session, we are cutting through the jargon and breaking down the six financial functions every growing business needs to crush it. Leave the boring lectures at the door. This is finance like you’ve never heard it before: fast, fun, and packed with real takeaways. Let’s get your money working as hard as you do!

Key Takeaways: 

• Learn Six Financial Must-Haves: Discover the must-haves your business cannot live without (no, your bookkeeper is not one of them).
• Do the Right Things: Maximize impact by understanding why doing “all things” is different from doing the right things.
• Find and Fill Gaps: Seek out the sneaky gaps in your financial game plan that could be keeping you stuck, and learn how to fix them.

By 2030, building an offshore team won't be an option—it will be a core operational necessity. The companies building their strategy now will lead the industry; the ones that wait will spend years trying to catch up.

This session gives you the playbook: how to assess which roles belong offshore vs on, the systems that empower onshore leaders, and how AI now accelerates output for your entire team, both offshore AND onshore. You'll see real transformation stories from finance, HVAC, and oil & gas companies ($5M to $200M+), and walk away with a framework you can apply Monday morning. The shift is here. Build for it now.

Key Takeaways:

The Offshore Imperative: Understand why building a global team is a core necessity.

The Roles Playbook: Get a clear framework for assessing which roles belong on offshore vs. onshore teams.

AI-Accelerated Output: Implement systems to empower onshore leaders and use AI to accelerate output for your entire team.

Level 10 Meetings are the heartbeat of your Traction® . But running them well takes real-time visibility into what's on track and what's not. In this live demo, we'll show you how Success.co brings your L10s to life through Scorecards, instant Issues surfacing, and meaningful AI. See how teams use licensed EOS software and AI to make better decisions, flush out Issues, follow through on commitments, and hit their Measurables and Rocks. This session is for EOS® teams who are serious about accountability and execution.

Key Takeaways:

• Transform Meetings: Success.co's platform brings meetings to life with real-time visibility into what's on track and what's not.
• Leverage AI & Data: Use meaningful AI, Scorecards, and instant Issue surfacing to make better decisions and gain insight.
• Drive Accountability: Enable your leadership team to follow through on commitments and consistently hit Measurables and Rocks.

Many companies running on EOS® excel at Vision and Traction, yet leaders often sense something is still missing. This session explores why even well-run EOS organizations can plateau—and how unlocking Healthy brings the system fully to life. Building on Patrick Lencioni’s insight that the healthiest companies outperform the smartest ones, this talk reframes organizational health as practical, measurable, and fully aligned with EOS. 

You’ll learn why early momentum can stall, how accountability without buy-in creates drag, what organizational health feels like for employees, and how using existing EOS tools can strengthen trust, clarity, and engagement to accelerate results.

Key Takeaways:

• Drive a Culture Breakthrough: Unlock 'Healthy' to overcome organizational plateaus.
• Put a Number on Team Health: Reframe Health as practical and measurable, aligning it with existing EOS tools.
• Keep Team Health Visible: Strengthen engagement by building trust and clarity.

Podcasting seems to be everywhere but is still underutilized as a growth tool for businesses. In this session, you will learn why podcasting is a can't miss opportunity for value-driven companies and the exact blueprint on how to launch and grow a show that grows your company. 

Seth Silvers and his team are behind some of the best business podcasts in the world and specialize in understanding a strategy that aligns with your core values while having specific deliverables to show the impact of the podcast on your company. 

This session will be extremely practical and you will leave with specific tools to apply to your marketing plan.

Key Takeaways:

• Podcasting for Growth: Learn why podcasting is an underutilized opportunity.
• Launch Blueprint: Get the exact blueprint for launching and growing a podcast that aligns with your company strategy.
• Actionable Tools: Leave with practical tools and an application plan for integrating your podcast into your marketing.

Whether it’s your first time here, you’re self-implementing, or you’re eager to get started, please join us for the workshop that helps you navigate the conference.

This session is designed for first-time attendees and teams who self-implement EOS®. Fully understand the conference agenda to shape your learning path and choose breakouts that best support your needs. You’ll have space to connect with others, ask questions, and get oriented before things kick off. Delve into the 3 Uniques of the EOS Conference™: Connect with others on their EOS Journey. Learn from expert speakers, subject matter experts. Strengthen your ability to drive EOS throughout your organization. Leave with a clear plan and the confidence to make the most of this event. 

Key Takeaways:

• Build Your Peer Group Network: Meet others on their EOS Journey.
• Create Your Ideal Agenda: Understand the session tracks and other ways to find sessions in the mobile app.
• Develop an Action Plan: Maximize your ROI for the week.

Note: All are welcome to attend, especially if you are here solo, and wish to be paired with an accountability partner.

You’ve got an abundance of Vision and plenty of Rocks.  But are you funding your traction to achieve them efficiently? 

In this breakout we’ll use real world examples to explore how EOS®-run firms are recapturing dollars they’ve already spent,  and redirecting them straight into Rocks and Vision.  Specialty tax incentives like R&D Tax Credits, Cost Segregation, and 179D Deductions let you fund your Vision using recovered capital, avoiding debt and dilution. You'll walk away with Scorecard KPIs, an essential 90-Day Rock, and actionable steps for uncovering opportunities most firms overlook.

Key Takeaways: 

• Recapture Capital: Discover specialty tax incentives that recapture capital (e.g., R&D Tax Credits).
• Fund Your Growth: Learn to fund your Vision and Rocks without debt or dilution.
• Build a Growth-oriented Scorecard: Walk away with actionable Scorecard KPIs and an essential 90-Day Rock.

After a decade of successfully self-implementing EOS^®, Brian Dosal and his cofounder Larry decided to hire an EOS Implementer to make sure their company continues to scale calmly. Brian’s been documenting the transition of going from self-implementing to working with an EOS Implementer^®, and is excited to share insights from the journey with the EOS community.

Key Takeaways

• EOS Implementation: Understand the journey of a self-implementing company. 
• Implementation Journey: Get real-world insights from the process of moving from self-implementation to working with an EOS Implementer.
• Scaling: Discover the strategies and lessons that helped an experienced team maintain strategic growth.

In this session, you will learn how strong, well-run companies become the most known, trusted, and recommended brand in their market. Many businesses have clarity on their target market and a solid EOS® Marketing Strategy, yet still struggle to stand out online and attract the right buyers. This talk connects EOS principles to the Endless Customers System™️, showing how companies use content, search, AI recommendations, YouTube, and social media to guide buyers through their decision process. You will see how market leaders earn trust earlier, get found by more buyers, and influence decisions long before a sales conversation ever begins.

Key Takeaways:

• Discover the Endless Customers System™️: Connect it to your EOS tools to build market leadership.
• Optimize Buying Decisions: Use content, search, and social media to guide buyer decisions.
• Build “Know, Like, Trust” Strategies: Learn to earn trust and influence buyers before the sales conversation begins.

What if you’ve been thinking about offshoring all wrong? Perhaps you’ve offshored a few roles—or none at all—but you’re only scratching the surface. PeoplePartners’ ‘workforce re-engineering’ framework will show you how to unlock the full potential of an offshore team that complements your onshore workforce.

In this session, explore real-life EOS® case studies of businesses saving and earning $350,000 to $2M annually. Learn to analyze The Accountability Chart®, identify constraints, segment roles, and Delegate and Elevate® to optimize your team. Walk away with actionable strategies to build global teams that drive efficiency, profitability, and business growth.

Key Takeaways:

Unlock Full Potential: Implement 'workforce re-engineering' to fully leverage and complement your onshore team with global talent.

Optimize Your Team: Learn to use The Accountability Chart and Delegate and Elevate to drive efficiency and business growth.

Drive Profitability: Get actionable strategies and case studies to save and earn more with your offshore investment.

In growing organizations, people problems rarely appear all at once. They surface slowly, then suddenly. In this live demo, see how Ninety makes Right Person, Right Seat visible, so leaders can spot misalignment, capacity strain, and growth gaps early—before burnout, disengagement, or surprise exits occur. You’ll see how teams plan clearly, surface patterns sooner, and act deliberately. We’ll also show how leaders evolve roles, delegate intentionally, and support career development with shared knowledge and skills. The result: clearer coaching, better people decisions, and fewer surprises as your team scales. 

Key Takeaways: 

• Better Leverage Ninety’s Software: Visualize Right Person/Right Seat with this demo.
• See Your People Problems: Spot people misalignment and growth gaps early.
• Improve Your Ability to Predict: Make clearer decisions to scale the team without surprises.

A process talk for Visionaries? Yes! Join Lisa's high-energy workshop if you want better margins without adding complexity. You’ll learn the one process skill that unlocks measurable profit inside your organization. You have the EOS® tools. No new jargon. No worksheets you’ll never use. Walk out with a clear shift that helps your team work better, keeps customers happy, and brings more money into the business. Integrators and Operators welcome too!

Key Takeaways:

• Unlock Measurable Profit: Learn the single, essential process skill that will directly generate better margins and measurable profit within your organization.

• Simplify for Success: Discover how to improve profitability and team performance without introducing new jargon, complexity, or unnecessary worksheets.

• Drive Team Performance and Happiness: Walk out with a clear, actionable shift that immediately helps your team work better, keeps customers happy, and increases revenue.

Step-by-Step Exit™ integrates the Value Gap Assessment with the EOS Tools, Model and Process to guide business owners through a successful M&A transition. 

The process begins by completing a survey known as the Value Gap Assessment (VGA). The VGA assesses the gap between the current business value and the owner’s financial goals. 

Our Step-by-Step Proven Process leverages the V/TO^® to maximize exit value and prepare for due diligence. By completing the “101 Rocks”, which includes establishing the Six Trusted Advisors^™and “letting go of the vine,” your legacy and freedom are ensured.

Key Takeaways: 

• Integrate Exit Planning: The Step-by-Step Exit™ process uses EOS tools and the Value Gap Assessment to guide owners through a successful M&A.
• Assess Value Gap: Start with the Value Gap Assessment (VGA) to determine the difference between the current business value and financial goals.
• Maximize Exit Value: Leverage the V/TO, establish the Six Trusted Advisors™, and complete the “101 Rocks” to prepare for due diligence and ensure your legacy.

Ditch the outdated “one-size-fits-all” sales training and unlock your team’s full potential. This workshop, designed for EOS Visionaries, entrepreneurs, and CEOs, reveals why personalized coaching outperforms generic methods. Learn to motivate with The Platinum Rule, leverage the three “love languages” of salespeople, and harness Sales DNA to drive success. With a structured approach, you’ll transform your sales team into highly performing professionals. Walk away with the tools to lead, inspire, and create a thriving sales culture.

Key Takeaways:

Unlock Potential: Implement personalized coaching to maximize sales team performance.

Sales Motivation: Motivate your team with The Platinum Rule and the three "love languages" of salespeople.

Structured Success: Gain a structured approach and practical tools to create a thriving sales culture.

Speaker Highlight: Steve is a Vistage Top Performer Recipient.

Most leadership teams are stuck in a loop—talking about the same issues week after week, never truly solving them. This workshop will break that cycle. You’ll learn how to build a fearless, friction-crushing team that attacks the real challenges, not just the symptoms. We’ll go deeper than IDS basics—into the people, processes, and cultural habits that keep issues spinning—and show you how to fix them for good. Walk away with tools, language, and clarity to create a no-excuses culture where issues get solved fast, permanently, and without drama. This is the game-changer your leadership team has been waiting for.

Key Takeaways:

• Break the Cycle: Learn how to stop being stuck in a loop and finally solve recurring issues instead of just talking about symptoms.

• Go Deeper than IDS®: Move past IDS basics to address the underlying people, processes, and cultural habits that keep problems spinning.

• Create a No-Excuses Culture: Walk away with the tools and language needed to solve issues fast, permanently, and without drama.

Speaker Highlight:  Sue is a “best of” speaker from prior conferences and is represented by the EOS Worldwide Speakers Bureau.

Scott Rusnak is a board-certified coach with the U.S. and British Olympic Teams and an Expert EOS Implementer™.

During this breakout, you’ll learn that implementing EOS is more than running through the tools and checking a box. If you truly want to get everything you want from your business and your life, you’ve got to go deeper—challenge yourself, challenge your team, and get uncomfortable doing the real work that growth demands. If you’re ready to push past the surface, dig in, and transform your business from the inside out, this is the session for you.

Key Takeaways:

• Beyond the Surface: Learn to push past the simple "checking of boxes" and dig into the real, deeper work that growth and true transformation demand.

• Embrace the Uncomfortable: Get ready to challenge yourself and your team, as embracing discomfort is the secret to achieving everything you want from your business and life.

• Expert Guidance for Self-Implementers: If you read the book and brought EOS to your company on your own, this is your chance to hear from an Expert EOS Implementer on how to transform your business from the inside out.

Poor performance is often blamed on personality or skill, but research shows the real driver is company culture. In this session, Dr. Gustavo Grodnitzky explains why culture trumps everything and shows leaders how to shape it with intention. Attendees will examine the profit paradox, the shift from classic to social capitalism, and learn what it takes to build a culture that fuels collaboration, accountability, and measurable results. Participants leave with a practical action plan and specific steps to strengthen culture, improve performance, and create conditions where both people and profits can thrive.

Key Takeaways:

• Culture Trumps Everything: Understand why company culture is the real driver of performance, not skill or personality.

• Shape Culture Intentionally: Learn to design a culture that fuels collaboration, accountability, and measurable results.

• Actionable Plan: Walk away with a practical action plan to strengthen culture and create conditions for both people and profits to thrive.

Speaker Highlight: Dr. Gustavo Grodnitzky is a top-ranked Vistage speaker.

Buckle up, owners — EOS changes everything. In this high-energy, straight-talk session, we’ll explore what happens when the ride of ownership meets the structure of EOS. From jaw-dropping shifts in The Accountability Chart® to the thrill (and terror) of letting go, we’ll hit the highs, lows, and loop-de-loops of ownership in an EOS-run company. You’ll walk away with real-world case studies, EOS Pure tools, and battle-tested tips and resources to enjoy the ride.

Key Takeaways:

• Navigate the Ownership Shift: Understand the challenge of letting go as your company grows with EOS.
• Embrace the Ride: Explore the highs, lows of being an owner.
• Actionable Tools and Resources: Walk away with battle-tested tips and resources to enjoy the journey of ownership.

Stretching your team beyond their comfort zone is a guaranteed way to break through the ceiling and get fantastic results for your organization. In this fun, interactive session, we’ll dive deep on several EOS tools selected by attendees to help you create “positive tension” in your company.  You’ll learn how to move your employees from a mindset of entitlement, comfort, or fear to one of stretch, growth, and performance.  The result? A unified culture that wins and celebrates together, and an organization of ownership thinkers that helps you achieve your vision!

Key Takeaways:

• Create Positive Tension: Learn to use specific EOS tools to stretch your team beyond their comfort zone and create "positive tension" that leads to breakthroughs.

• Shift Employee Mindset: Discover how to transition employees from a mindset of entitlement to one of growth and performance.

• Build Ownership Thinkers: Achieve a unified culture that wins and celebrates together.

This session is designed specifically for Visionaries seeking next-level growth and life beyond the vine. You will gain a unique blend of wisdom, humor, and real-world tools developed from years of Coach Bob’s experience coaching visionary leaders and creating specialized curriculum. He’ll explore the essential principles and practices that will equip you with the clarity, energy, and confidence to become a truly great visionary. Get ready to laugh, engage, and walk away with practical tools to elevate your leadership—and to become a great Visionary.

Key Takeaways:

• Gain Clarity & Confidence: Walk away with renewed focus, energy, and confidence to lead intentionally.

• Pursue Next-Level Growth: Learn proven principles and practical tools that support growth beyond the day-to-day.

• Elevate Your Visionary Leadership: Strengthen your ability to lead at a higher level using insights shaped by years of real-world coaching experience.

People can be the hardest, and the most rewarding, part of our business. In this dynamic session, you’ll learn key Strategic Coach® tools to help you master the art of building a GWC team and ensure you have the right people in the right seats to deliver extraordinary results.

Key Takeaways:

• Master the GWC Framework: Learn how to clearly assess whether team members Get it, Want it, and have the Capacity to do the job—and how to use GWC as a practical leadership tool.

• Build an Entrepreneurial Team: Discover strategies to cultivate ownership, accountability, and an entrepreneurial mindset that drives engagement and results.

• Understand Unique Ability®: Gain clarity on what Unique Ability® really means and how aligning people to their strengths leads to stronger performance.

Speaker Highlight: Back by invitation, Shannon has spoken at prior conferences.

As businesses grow, EOS doesn’t stop working, but seeing what matters, identifying the right issues, and solving them decisively gets harder. Complexity compounds faster than clarity, and leadership teams that once felt in control start relying on effort instead of insight. In this session, you’ll see how Ninety’s AI, Maz, helps leadership teams sharpen visibility, frame issues more clearly, and drive resolutions that actually stick. This is about strengthening EOS and how it’s used, so leaders can see it, issue it, and solve it with confidence as the business scales. 

Key Takeaways: 

• Fight Complexity with AI: As your business scales, leverage AI tools to maintain focus on what truly matters.
• Sharpen Issue Visibility: Use Ninety’s AI, Maz, to clearly frame the right issues and gain better insights.
• Drive Lasting Resolutions: Empower your leadership team to move from relying on effort to creating resolutions that stick.

Do you price from fear or from confidence? Do you price to win business or do you price not to lose? Even with a perfect pricing strategy, margins still shrink in the face of out-of-control discounting and fear-based pricing. The biggest obstacle to pricing success isn’t competition or customer pushback. It’s a set of self-limiting beliefs, habits, and behaviors that sabotage pricing success. In this fast-paced, engaging presentation, Casey will demystify the real causes of underpricing to launch you onto a path to improve pricing, command what you deserve, and dramatically increase profits.

Key Takeaways:

• Overcome Fear-Based Pricing: Identify and eliminate self-limiting beliefs, habits, and behaviors that sabotage pricing success.

• Demystify Underpricing: Understand hidden causes of underpricing your products or services, which go beyond competition or customer pushback.

• Command Your Worth: Get practical, ready-to-implement steps to improve pricing, negotiate fearlessly, and dramatically increase profits.

Speaker Highlight: Back by invitation, Casey is a “best of” speaker from prior conferences.

Learn how to double your revenue—even within a year—by making better people decisions. This session helps you clarify who you are as a leader, where you create the most impact, and how to scale the company without burning out. You’ll gain practical tools to assess whether you have the right leaders in the right seats and understand the essential traits required to build a strong leadership team. Walk away with clarity and how to approach your people strategy to drivex traction while reducing stress and protecting your energy.

Level 10 Meetings are the heartbeat of your Traction® . But running them well takes real-time visibility into what's on track and what's not. In this live demo, we'll show you how Success.co brings your L10s to life through Scorecards, instant Issues surfacing, and meaningful AI. See how teams use licensed EOS software and AI to make better decisions, flush out Issues, follow through on commitments, and hit their Measurables and Rocks. This session is for EOS® teams who are serious about accountability and execution.

Key Takeaways:

• Transform Meetings: Success.co's platform brings meetings to life with real-time visibility into what's on track and what's not.
• Leverage AI & Data: Use meaningful AI, Scorecards, and instant Issue surfacing to make better decisions and gain insight.
• Drive Accountability: Enable your leadership team to follow through on commitments and consistently hit Measurables and Rocks.

In this breakout, we’ll take a deep dive into the EOS® Quarterly Conversation tool, exploring how it strengthens your relationship with your direct reports. We’ll clarify what a Quarterly Conversation truly is — and what it isn’t — to ensure its proper implementation and success. Additionally, you’ll learn simple yet effective techniques for delivering and receiving open, honest feedback, essential for fostering trust and growth. Whether you’re new to this tool or experienced, this session will provide practical insights that empower you to enhance team performance and elevate communication within your organization.

Key Takeaways:

• Master Quarterly Conversations: Understand the proper use of the Quarterly Conversations tool.

• Improve Communication: Elevate feedback loop, fostering growth and development. 

• Build Trust: Enhance team performance with improved connection.

Speaker Highlight: Beth is a “best of” speaker from prior conferences.

State of the Company meetings are critical for alignment, but many leaders struggle to run them effectively. In this session, Shelley Woodrow digs into why they are essential and helps you overcome the "head trash" that often prevents you from conducting them. You'll learn a clear, actionable framework for breaking down the process and creating a State of the Company Meeting that not only informs your team but also drives real, measurable impact for your business.

Key Takeaways:

• Unlock True Value: Understand why State of the Company meetings are critical for team alignment and business impact.

• Conquer Your 'Head Trash': Learn to overcome the mental hurdles and the pursuit of perfection that prevent you from running effective meetings.

• Create Real Impact: Gain a clear framework to design and execute a State of the Company Meeting that drives measurable results.

Speaker Highlight:  Shelley is represented by the EOS Worldwide Speakers Bureau.

Most companies don’t fail from starvation. They fail from indigestion. They try to do too much, chasing shiny objects and losing sight of what matters most. In this session, Josh Holtzman explores how defining your why (purpose) and what (niche) creates a powerful filter for decision-making, strategy, and growth. You’ll leave with practical tools and mindset shifts to build clarity, alignment, and the kind of discipline that fuels enduring success.

Key Takeaways:

• Avoid Business Indigestion: Understand why a lack of focus causes companies to fail.

• Define Your Filter: Learn how clarifying your "why" (purpose) and "what" (niche) creates a powerful filter for decision-making and strategy.

• Fuel Enduring Success: Acquire practical tools and mindset shifts to build discipline that drives long-term, enduring growth.

Speaker Highlight: Josh is represented by the EOS Worldwide Speakers Bureau.

Leaders dream boldly, but often fail to bring their people with them. This session explores how genuine connection transforms leadership from a directive into a unified movement. Drawing on real-world experience, John McMahon reveals the habits and communication skills that bridge the gap between a leader’s vision and their team’s belief. Attendees will learn how compelling stories inspire authentic engagement and create alignment, so every person in the organization sees themselves in the journey from “here” to “there.” The Vision/Traction Organizer® (V/TO), especially the 3-Year Picture,  becomes truly powerful only when leaders earn the right to influence their teams through authentic connection. When people see themselves in the story, buy-in becomes shared ownership, turning the V/TO into the narrative that carries the organization through obstacles, change, and even crisis.

Key Takeaways:

• Transform Leadership: Understand how genuine connection transforms leadership from a directive into a unified movement.

• Bridge the Gap: Master the communication skills that bridge the gap between a leader’s vision and their team's belief.

• Inspire Alignment: Use compelling stories to inspire authentic engagement and organizational alignment.

The next 5 years promise to be uniquely prosperous for Visionary entrepreneurs. Find out how big your company can be using Birthing of Giants "Six Steps to a Bigger Business" and why 3 Megatrends have made the next 30 years the "Golden Age of Entrepreneurship." During this action-packed hour, Birthing of Giants' Lewis Schiff will deliver these key takeaways.

Key Takeaways:

Create Enterprise Value: Use private equity's playbook to create value inside your own business at your own pace.

Strategize the Future: Learn why the future belongs to the "Centaur CEO, and build a system that seamlessly blends human capital and technology.

Design Your Exit: Understand the three megatrends that will create your ultimate "Founder Friendly" exit. 

Learn how leaders can build resilience not by pushing harder, but by reconnecting to purpose. Jay Abbasi, a former Tesla leader who’s trained teams at Google, Amazon, and Wells Fargo, delivers a science-backed framework rooted in psychological safety, emotional intelligence, and clarity under pressure. Tailored for EOS-driven organizations, this talk equips attendees to lead with calm during Vision/Traction planning, foster healthy accountability, and translate personal resilience into sustainable team performance. With humor, insight, and powerful storytelling, Jay helps leaders recharge, refocus, and reconnect, without sacrificing well-being or burning out their teams.

Key Takeaways:

• Resilience Through Purpose: Build unshakable resilience by intentionally reconnecting to your purpose.

• Science-Backed Framework: Learn a framework rooted in psychological safety, emotional intelligence, and clarity under pressure.

• Translate to Performance: Translate personal resilience into sustainable team performance within your EOS® organization.

Tired of unproductive, frustrating meetings? The secret to transforming your organization lies in mastering the 'Meeting Tapestry,’ or weaving together People, Process, and Personal Accountability. In her session, Victoria will show you how to move your team from discussion to disciplined execution. Discover why having the right participants is critical for collaboration and accountability, and get a fresh perspective on structuring your meeting process for maximum impact. You will walk away with practical tools and clear next steps to create purposeful, productive meetings that dramatically increase your ROI and drive your organization's most important goals.

Key Takeaways:

• Master the Meeting Tapestry: Learn “the weave” to transform ordinary meetings into impactful execution sessions.

• Right People, Real Accountability: Discover how to identify the right participants to drive true collaboration, issue solving, and accountability.

• Boost Your Meeting ROI: Get practical tools and clear steps to build purposeful, productive meetings.

Join us at the Demo stage, located on the 2nd floor at the far end of the Sponsor exhibit corridor. Stephen Menendez, is Head of Sales at Strety, an officially licensed EOS® software. He’s here to walk you through how Strety can support your implementation, and why thousands of companies have switched to Strety in the last couple of years.

Key Takeaways:

Discover Options: Learn about the latest EOS-licensing software.

Understand Functionality: See how Strety’s platform supports your implementation.

Ask Questions: These sessions are interactive.

Discover the six choices at the core of EOS to help you become the best version of yourself and elevate into your unique leadership ability. These six choices empower you to attract others and advance forward, breaking through ceilings of resistance so you can transform your business and your life. You will walk away with the corresponding tools from the EOS Toolbox™ that map back to these six choices and how they help you align on vision, generate traction, and become a healthier organization. This session is a facilitated experience designed for you to contribute, connect, learn, and grow alongside your peers.

Key Takeaways:

Embark on a Journey: Discover Six Core EOS Choice

Discover Your Roadblocks: Break Through Resistance

Transform Your Work and Your Life: Align Vision, Get Traction®

Speaker Highlight: Phil is represented by the EOS Worldwide Speakers Bureau

In this session, you will learn how strong, well-run companies become the most known, trusted, and recommended brand in their market. Many businesses have clarity on their target market and a solid EOS® Marketing Strategy, yet still struggle to stand out online and attract the right buyers. This talk connects EOS principles to the Endless Customers System™️, showing how companies use content, search, AI recommendations, YouTube, and social media to guide buyers through their decision process. You will see how market leaders earn trust earlier, get found by more buyers, and influence decisions long before a sales conversation ever begins.

Key Takeaways:

Discover the Endless Customers System™️: Connect it to your EOS tools to build market leadership.

Optimize Buying Decisions: Use content, search, and social media to guide buyer decisions.

Build “Know, Like, Trust” Strategies: Learn to earn trust and influence buyers before the sales conversation begins.

Many organizations believe they are running on EOS, yet they only implement a fraction of the tools. This half-commitment often leads to stalled growth, culture drift, and fading accountability, especially as companies scale beyond $50M. In this unfiltered, 'trenches-style' session, an Expert EOS Implementer™ and a seasoned Integrator share real-world case studies of organizations that achieved breakthroughs by fully committing to the EOS tools. This session delivers the reality of what it takes for Visionaries and Integrators to keep the system powerful and alive as the stakes and the team grow.

Key Takeaways:

• Dangers of Half-Commitment: Understand how using only a fraction of the tools leads to stalled growth, culture drift, and fading accountability, especially when scaling.

• Break Through to Full Commitment: See real-world case studies of how organizations achieved breakthroughs by fully committing to every EOS tool.

• The Reality of Scaling: Get the unfiltered truth about what it takes for Visionaries and Integrators to keep the EOS system alive as complexity grows beyond $50M.

Scorecards should work powerfully. If yours isn’t, then join us in this session to learn the how's and whys about data, get simple tools and tips to create great measurables, and explore the Getting What You Want tool to create not only great scorecards for every department, but also create individual measurables for every seat on The Accountability Chart®.

Key Takeaways:

• Unlock Data's Power: Learn the how's and whys about data to make your Scorecard work powerfully.

• Create Great Measurables: Get simple tools and tips for creating great measurables.

• Scorecards for Every Seat: Learn how to create scorecards and individual measurables for every department and seat on The Accountability Chart.

Speaker Highlight: Back by invitation, Matt is a “best of” speaker from prior conferences.

From building drums in his grandmother’s basement to scaling a global brand, Mike Ciprari knows the highs and lows of entrepreneurship. In this session, Mike shares how EOS® transformed his journey—from chaotic micromanaging to building a thriving culture of clarity, accountability, and customer obsession. With stories from SJC Drums and his new purpose-driven brand Loyal to the Craft, attendees will learn how to align their teams, stop the drama, and create unforgettable customer experiences. Get ready for a raw, relatable look at how EOS helps visionaries focus, scale, and inspire.

Key Takeaways:

Build a Thriving Culture: Learn real world applications through this case study

Inspire a “Customer Obsession” Mindset: Understand how to engage others in your efforts.

Engage Next Gen Workers: Be inspired by their enthusiasm.

You know the 5 Leadership and 5 Management Practices from the EOS Toolbox™ But if you’re honest, too many of your answers are still “no.” That’s because no one trained you to make the leap from doing the work to leading others to do it well. Research shows that under pressure, leaders procrastinate, over-control, or avoid the very conversations that matter—exactly where LMA breaks down. This session will reframe pressure as your greatest leadership tool, giving you clarity, focus, and confidence to move from knowing the practices to living them—and to finally achieve through others.

Key Takeaways:

LMA®: Understand how to fix the breakdown and get to “yes”

Live it: Change behaviors in yourself, to consistently demonstrate LMA

Delegate and Elevate®: Finally understand what this truly means

Speaker Highlight: This is a “Best of” session from 2025. Ted is represented by the EOS Worldwide Speakers Bureau.

Unlock the power of transformational change with this dynamic session. Move beyond box-checking and ignite true engagement by aligning your Scorecard, Brand, and Core Focus with your team’s “What’s In It For Me.” Sonya will guide leadership teams in leveraging EOS® tools to craft a compelling personal story for every team member that connects to the company vision. Walk away with actionable strategies, and even scripts, for mid-level managers to communicate purpose and impact. Experience the shift from transactional to transformational, making every day matter to drive lasting success.

Key Takeaways:

• Transformational Change: Learn how to ignite engagement by connecting with your team's WIIFM.

• Compelling Stories: Get guidance on helping team members craft a compelling personal story.

• Communication Strategies: Walk away with actionable strategies and even script to communicate purpose and impact.

You will learn how these two critically important and healthy rules, “open” and “honest,” positively impact Vision, Traction®, and most importantly, team health. Top performing teams and great communication are correlated, but unfortunately, most communication training only teaches you how to talk. We'll explore why real communication can't happen without you being fully yourself, how brutal honesty can hinder or kill progress, and what it takes to say (and receive) what actually needs to be said. This is about the raw, human work of showing up, speaking up, and staying open, especially when it is hard.

Key Takeaways:

• Transform Leadership: Transform leadership from a directive to a unified movement through genuine connection.

• Bridge the Gap: Master communication skills that bridge the gap between a leader’s vision and their team's belief.

• Inspire Alignment: Through rethinking your beliefs, your approach, and the effectiveness of your impact.

Speaker Highlight: Ken is represented by the EOS Worldwide Speakers Bureau.

Sometimes teams underestimate the power of Marketing Strategy and “check the box.” But when done well, it creates the demand that makes your 10-Year Target and Three-Year Picture possible. In this session, we’ll uncover how strong Three Uniques and a clear Proven Process don’t just support your vision, they drive processes, inform the data that matters, and create results. You’ll leave with fresh insights to sharpen your message, deepen your target market focus, and align your marketing with all Six Key Components for traction that truly sticks.

Key Takeaways:

• Fuel Your Vision: Understand how a strong Marketing Strategy creates the demand necessary to achieve your vision.

• Process Power: See how your Three Uniques and Proven Process drive success throughout the EOS Model®.

• Complete Alignment: Gain fresh insights to sharpen your message and align your entire marketing effort within all Six Key Components.

What happens to your business when you step away? If the answer isn’t clear—or worse, it’s "it collapses"—you’re not alone. Join Haraya, an Expert EOS Implementer™ and Exited Founder to crack the succession code. You’ll learn how to build a leadership bench that bridges generations, preserve core values while empowering next-gen talent and craft your exit so your business thrives beyond you. Leverage EOS to turn succession from a crisis into your proudest legacy. Because true success means your life’s work outlasts you.

Key Takeaways:

• Redefine Succession: Gain a fresh, practical perspective on succession planning that goes beyond replacement and focuses on long-term continuity.

• Build Enduring Teams: Learn how to develop a leadership team and structure that allows the company to thrive well after you exit.

• Craft Your Legacy: Leverage EOS as a framework to intentionally design the impact, culture, and legacy you leave behind.

Integrators, bring The Accountability Chart® from your company, and come ready to roll up your sleeves. This working session is part discovery, part tune-up, all focused on helping you lead with more clarity and confidence. Through an interactive handout and guided discussion, you'll explore the real responsibilities of your Integrator seat, identify where you’re strong, and spot what needs attention. Expect an engaging, workshop-style experience designed to help you fully own your seat and bring even more value to your Visionary and team. Be ready to be challenged, inspired, and equipped to take your seat with confidence.

Key Takeaways:

• Own Your Seat: Clarify the true, core responsibilities of the Integrator role.

• Strengthen Your Lead: Get a working-session 'tune-up' for leadership and confidence.

• Add More Value: Equip yourself to fully own your seat and bring maximum value to your Visionary and team.

It’s not just about ideas. It’s about making ideas happen. And your excuses about why you don’t take regular Clarity Breaks won’t make anything happen.  A Clarity Break gives you the space to uncover insights you’d never find in the daily grind, but it doesn’t stop there. In this working session, you’ll learn how to harness those breakthroughs, translate them into decisive action, and drive real results. It’s where inspiration meets execution. If you’ve been missing or resistant to Clarity Breaks, this is the session you cannot afford to miss. Bring your best ideas to life. 

Key Takeaways:

• Gain clarity: by effectively processing the week’s insights into decisive action.

• Uncover deep insights: you won’t find working “in” the business.

• Drive real results: by taking time to think differently.

Speaker Highlight: This session is back by popular demand from 2025.

When you take a close look, you see that EOS® was created for companies with more than one family member in it. Let’s IDS all of the things worth saying if you’re working with family. What is fair? Who should run the business? How much should people get paid? Who comes to meetings? How do I know what the right next move is?

Key Takeaways:

• Master IDS for Family Issues: Use the IDS tool to openly address complex, emotional issues unique to a family-run business.

• Gain Clarity on Tough Topics: Get clear on difficult questions like roles, compensation, fairness, and the right next move within your family enterprise.

• A Candid and Funny Take: Experience a session with Sara's notoriously funny, passionate, and sometimes explicit take on the challenges of working in a family business.

Speaker Highlight: Sara is a “best of” speaker and is represented by the EOS Worldwide Speakers Bureau.

Learn why IDS should be your favorite part of your week!!!!! In this 30% Teach and 70% LIVE IDS workshop you will leave with actionable golden nuggets of world-class facilitation, proper IDS preparation, and the secret to massive traction. Plus, this is your opportunity to experience a LIVE IDS Session with an Expert EOS Implementer™, to get any of your EOS-related questions answered. 

Key Takeaways:

• IDS at a Higher Level: Gain actionable tips for world-class IDS facilitation.
• Sharpen the Saw: Master the secrets to proper IDS preparation.
• Break through Your Issues: Unlock massive traction with the core IDS process

Speaker Highlight: Justin is a “best of” speaker from prior conferences and is represented by the EOS Worldwide Speakers Bureau.

Struggling to get everyone on the same page with your vision? Confused about how to get your entire company running on EOS? Taking EOS to the next level requires a clear plan and commitment from the leadership team to make it "stick." A successful EOS Rollout will get everyone rowing in the same direction and will equip your team with the tools they need to achieve your vision! Inspired by their new book, ROLLOUT: How to Take EOS to the Next Level, Expert EOS Implementers, Marisa Smith and Beth Fahey, share the 5 Simple Keys to rolling EOS out beyond the Leadership Team. In addition to getting tips for running your Departments on EOS, you'll learn how to develop and execute a rollout plan that will help you get your Vision Shared By All.

Key Takeaways:

Learn: the 5 Simple Keys to successfully rolling EOS out beyond the Leadership Team.

Get practical: tips for running your Departments on EOS.

Develop and execute: a rollout plan to achieve Vision Shared By All.

What separates a good Visionary from a great one? In this session, Mark C. Winters reveals the 10 Pillars of Visionary Greatness—a proven framework that transforms how visionary entrepreneurs lead, scale, and achieve freedom. Visionaries will discover the path to becoming unstoppable in their role, while Integrators will gain invaluable insight into the internal journey their Visionary must navigate to reach greatness. Through real-world examples and actionable strategies, you'll learn how to avoid common pitfalls, strengthen the V/I Duo, and accelerate business momentum. Whether you're leading the vision or making it happen, this framework will change how you show up.

Key Takeaways:

• Apply a Proven Framework: Master the 10 Pillars of Visionary Greatness and learn how to lead, scale, and achieve greater freedom in your role.

• Understand the Visionary Journey: Gain valuable insight into the internal journey Visionaries must navigate—and how that understanding strengthens Integrator effectiveness and the V/‌I Duo.

• Accelerate Momentum: Learn practical, real-world strategies to avoid common pitfalls, strengthen alignment, and increase the pace of your business.

This "raw and real" breakout session features EOS Worldwide's own Kelly Knight and Mark O'Donnell, diving deep into the transformative power of pure EOS implementation. They’ll show how growth comes not from doing more, but from staying focused on what works. Only when Visionaries and Integrators double down on their Core Focus and trust the EOS Tools can teams gain clarity, accountability, and traction. Designed to reenergize entrepreneurial leaders, the session reinforces the core message: the answer is in the tools. Through compelling, real-world stories of teams losing and regaining their focus, Kelly and Mark will illustrate how resilience builds strong, aligned teams capable of driving sustainable results, and why leadership demands discipline, stability, and focus.

Key Takeaways:

Learn from Experience: Hear real-world stories of losing and regaining focus.

Stay Focused: Leverage your Core Focus and EOS Tools as growth accelerators.

Trust the Process: Running on EOS purely works; straying from it dilutes impact.

The Accountability Chart isn't just boxes and names - it’s the #1 most important tool in the EOS Toolbox™. Full stop. It’s also the most difficult, misunderstood and avoided tool. In this raw, practical session, Chris Jones will show you how to cut through the confusion, call out overlap, and finally get the right people in the right seats. You’ll walk away ready to make hard calls, simplify your structure, and lead with crystal-clear accountability. No theory. No fluff. Just the truth about why this tool breaks most teams - and how to make sure yours isn’t one of them.

Key Takeaways:

• Understand True Accountability: Gain a clearer understanding of The Accountability Chart and how it brings focus, clarity, and structure to your organization.

• Apply RPRS with Confidence: Learn how to identify overlap and misalignment so you can thoughtfully place the Right People in the Right Seats.

• For the Greater Good: Build the confidence to make necessary decisions, especially the difficult ones, in service of the long-term health of the organization.

On Friday, we’ve brought back the “Best of” encore presentation from the highest-rated breakout on Thursday. These highly rated sessions offer a clear signal of what resonated most with attendees. This session, repeated, gives attendees who missed that particular session a second chance to experience it live. If you prefer a traditional breakout over a deep dive, or want to end the week with a proven, crowd-favorite session, this is a great way to wrap up your conference experience.

Most leadership teams are stuck in a loop—talking about the same issues week after week, never truly solving them. This workshop will break that cycle. You’ll learn how to build a fearless, friction-crushing team that attacks the real challenges, not just the symptoms. We’ll go deeper than IDS basics—into the people, processes, and cultural habits that keep issues spinning—and show you how to fix them for good. Walk away with tools, language, and clarity to create a no-excuses culture where issues get solved fast, permanently, and without drama. This is the game-changer your leadership team has been waiting for.

Key Takeaways:

• Break the Cycle: Learn how to stop being stuck in a loop and finally solve recurring issues instead of just talking about symptoms.

• Go Deeper than IDS®: Move past IDS basics to address the underlying people, processes, and cultural habits that keep problems spinning.

• Create a No-Excuses Culture: Walk away with the tools and language needed to solve issues fast, permanently, and without drama.

Speaker Highlight:  Sue is a “best of” speaker from prior conferences and is represented by the EOS Worldwide Speakers Bureau.

Scott Rusnak is a board-certified coach with the U.S. and British Olympic Teams and an Expert EOS Implementer™.

During this breakout, you’ll learn that implementing EOS is more than running through the tools and checking a box. If you truly want to get everything you want from your business and your life, you’ve got to go deeper—challenge yourself, challenge your team, and get uncomfortable doing the real work that growth demands. If you’re ready to push past the surface, dig in, and transform your business from the inside out, this is the session for you.

Key Takeaways:

• Beyond the Surface: Learn to push past the simple "checking of boxes" and dig into the real, deeper work that growth and true transformation demand.

• Embrace the Uncomfortable: Get ready to challenge yourself and your team, as embracing discomfort is the secret to achieving everything you want from your business and life.

• Expert Guidance for Self-Implementers: If you read the book and brought EOS to your company on your own, this is your chance to hear from an Expert EOS Implementer on how to transform your business from the inside out.

In this breakout, we’ll take a deep dive into the EOS® Quarterly Conversation tool, exploring how it strengthens your relationship with your direct reports. We’ll clarify what a Quarterly Conversation truly is — and what it isn’t — to ensure its proper implementation and success. Additionally, you’ll learn simple yet effective techniques for delivering and receiving open, honest feedback, essential for fostering trust and growth. Whether you’re new to this tool or experienced, this session will provide practical insights that empower you to enhance team performance and elevate communication within your organization.

Key Takeaways:

• Master Quarterly Conversations: Understand the proper use of the Quarterly Conversations tool.

• Improve Communication: Elevate feedback loop, fostering growth and development. 

• Build Trust: Enhance team performance with improved connection.

Speaker Highlight: Beth is a “best of” speaker from prior conferences.

Most companies don’t fail from starvation. They fail from indigestion. They try to do too much, chasing shiny objects and losing sight of what matters most. In this session, Josh Holtzman explores how defining your why (purpose) and what (niche) creates a powerful filter for decision-making, strategy, and growth. You’ll leave with practical tools and mindset shifts to build clarity, alignment, and the kind of discipline that fuels enduring success.

Key Takeaways:

• Avoid Business Indigestion: Understand why a lack of focus causes companies to fail.

• Define Your Filter: Learn how clarifying your "why" (purpose) and "what" (niche) creates a powerful filter for decision-making and strategy.

• Fuel Enduring Success: Acquire practical tools and mindset shifts to build discipline that drives long-term, enduring growth.

Speaker Highlight: Josh is represented by the EOS Worldwide Speakers Bureau.

Tired of unproductive, frustrating meetings? The secret to transforming your organization lies in mastering the 'Meeting Tapestry,’ or weaving together People, Process, and Personal Accountability. In her session, Victoria will show you how to move your team from discussion to disciplined execution. Discover why having the right participants is critical for collaboration and accountability, and get a fresh perspective on structuring your meeting process for maximum impact. You will walk away with practical tools and clear next steps to create purposeful, productive meetings that dramatically increase your ROI and drive your organization's most important goals.

Key Takeaways:

• Master the Meeting Tapestry: Learn “the weave” to transform ordinary meetings into impactful execution sessions.

• Right People, Real Accountability: Discover how to identify the right participants to drive true collaboration, issue solving, and accountability.

• Boost Your Meeting ROI: Get practical tools and clear steps to build purposeful, productive meetings.

Discover the six choices at the core of EOS to help you become the best version of yourself and elevate into your unique leadership ability. These six choices empower you to attract others and advance forward, breaking through ceilings of resistance so you can transform your business and your life. You will walk away with the corresponding tools from the EOS Toolbox™ that map back to these six choices and how they help you align on vision, generate traction, and become a healthier organization. This session is a facilitated experience designed for you to contribute, connect, learn, and grow alongside your peers.

Key Takeaways:

Embark on a Journey: Discover Six Core EOS Choice

Discover Your Roadblocks: Break Through Resistance

Transform Your Work and Your Life: Align Vision, Get Traction®

Speaker Highlight: Phil is represented by the EOS Worldwide Speakers Bureau

Scorecards should work powerfully. If yours isn’t, then join us in this session to learn the how's and whys about data, get simple tools and tips to create great measurables, and explore the Getting What You Want tool to create not only great scorecards for every department, but also create individual measurables for every seat on The Accountability Chart®.

Key Takeaways:

• Unlock Data's Power: Learn the how's and whys about data to make your Scorecard work powerfully.

• Create Great Measurables: Get simple tools and tips for creating great measurables.

• Scorecards for Every Seat: Learn how to create scorecards and individual measurables for every department and seat on The Accountability Chart.

Speaker Highlight: Back by invitation, Matt is a “best of” speaker from prior conferences.

Sometimes teams underestimate the power of Marketing Strategy and “check the box.” But when done well, it creates the demand that makes your 10-Year Target and Three-Year Picture possible. In this session, we’ll uncover how strong Three Uniques and a clear Proven Process don’t just support your vision, they drive processes, inform the data that matters, and create results. You’ll leave with fresh insights to sharpen your message, deepen your target market focus, and align your marketing with all Six Key Components for traction that truly sticks.

Key Takeaways:

• Fuel Your Vision: Understand how a strong Marketing Strategy creates the demand necessary to achieve your vision.

• Process Power: See how your Three Uniques and Proven Process drive success throughout the EOS Model®.

• Complete Alignment: Gain fresh insights to sharpen your message and align your entire marketing effort within all Six Key Components.

Integrators, bring The Accountability Chart® from your company, and come ready to roll up your sleeves. This working session is part discovery, part tune-up, all focused on helping you lead with more clarity and confidence. Through an interactive handout and guided discussion, you'll explore the real responsibilities of your Integrator seat, identify where you’re strong, and spot what needs attention. Expect an engaging, workshop-style experience designed to help you fully own your seat and bring even more value to your Visionary and team. Be ready to be challenged, inspired, and equipped to take your seat with confidence.

Key Takeaways: