The Power of Trust – 1

NTA Annual Conference 2020Virtual Pandemic Edition

Special Thanks To This Year’s Sponsors

2 – NTA Annual Conference 2020

DAY 1August 20, 2020Time Activity Details1:00-1:30 Opening remarks 1. Bob-Daniel – Welcome & Sponsor Introductions

2. Brad Steward – Board

3. David Sahd – Trust Leadership Award

4. Trust Leader Recipient remarks

1:30-2:15 Opening Keynote “Mastering the Trust Equation in Sales” by Mary Grothe, CEO, Sales BQ

Speaker Host: Bob Dodge

2:15-2:30 5 min. Stretch Break

10 min. bio break

Led by Lighthouse Movement — Doug Hardy

2:30-3:30 Breakout Session I Session A

Cindy Skerjanec, How to Get off the

Island – The 3 Things You Can Do

Today to Rescue Your Marketing

Programs

Speaker Host: Robin Whitelaw

Session B

Bob Daniel: The Speed of Trust

discussion

Speaker Host: Dawn Reed

3:30-4:15 Combined Session Joyce Feustel: Effective Use of LinkedIn Enhances Your Trust Factor

Speaker Host: Sandy Chockla

4:15-4:30 Round Up Dawn Reed: Plus Delta including what can we change to make tomorrow better for you?

Bob Daniel

Bob serves on the NTA Board of Directors as treasurer and acts as the Director

of Chapter Relations. As an NTA founder, he maintains a special dedication to

Trusted Advisor principles and practices. He facilitates a Trust Discussion session

at his local chapter monthly meetings. He is the host of the What’s Your Biz?

podcast, Firm Administrator at Pulakos CPAs, and an experienced community

leader of several organizations and causes.

Day 1 Speakers and Presenters

Mary Grothe

Mary is a Christ-follower, wife, mother, keynote speaker, CEO, published author,

and former #1 B2B MidMarket SaaS Sales Rep for a Fortune 1000 Payroll & HR

Company. After she came to know Jesus in 2012, God quickly blessed Mary with

her beloved husband and magnificent son. She has authored three books, hosts a

podcast, and blogs about sales on her website, MaryGrothe.com.

The Power of Trust – 3

David Sahd

David Sahd is a business development and networking coach who helps profes-

sional fi rms develop and implement marketing strategies that result in repeatable

practice development successes. He is also the Executive Producer of Business

Strategies Media, and a recognized expert at messaging and Elevator Quips. He is

the principal of the NTA Founders Circle.

Dawn Reed

Dawn Reed founded Human Strategies, LLC, a consulting company dedicated to

performance excellence, in 1995, and has served as president for over 20 years. Th at

experience, coupled with over 20 years as an Air Force offi cer, has provided Dawn

diverse quality management experience. An accomplished trainer and facilitator,

Dawn is profi cient in all phases of Baldrige assessment, evaluation and feedback.

Joyce Feustel

Joyce founded Boomers’ Social Media Tutor. She is a marketing expert, social

media and LinkedIn trainer, and business strategist. She is a professional speaker

and presenter who energizes audiences live and virtually. Th rough her tutoring

and training services, she helps business professionals to use social media, especial-

ly LinkedIn and Facebook, more eff ectively and productively.

Jayne Sanders

Jayne is an author and coach who helps people love their lives and their work! Are

you a successful leader, executive, professional or business owner who feels stuck

or unfulfi lled? She helps leaders achieve the inspired purpose, passion, and mean-

ing they crave in their life and work. She also helps them to increase engagement

and retention by assigning team members projects and positions more eff ectively.

JAYNE IS RECUPERATING FROM AN ACCIDENT. WE WISH HER A

FAST RECOVERY AND WELCOME HER REPLACEMENT SPEAKER…

…Cindy Skerjanec

Cindy is the chief marketing strategist and owner of 5280 Accelerator, a strategic

marketing fi rm that helps small businesses create a clear picture of how to move

forward. She and her team do this by taking an “owner’s perspective” and partner-

ing with companies to develop a strategic and thorough marketing plan that gives

them an edge and delivers results.

4 – NTA Annual Conference 2020

DAY 2August 21, 2020Time Activity Details8:30- 8:45 Welcome Bob Daniel – Recap of yesterday, etc.

8:45-9:30 Keynote Speaker “To Build Trust, Increase Your Vulnerability and Maximize Your Influence” by Keri

Stewart

Speaker Host: Dena Crain

9:30-9:45 5 min. Stretch Break

10 min. bio break

Led by Lighthouse Movement – Doug Hardy

On your own

9:45-11:00 Breakout Session II Session A

Mark Bennett: Leading With Wis-

dom: Helping Organizations Adapt to

Change and Uncertainty

Speaker Host: Ryan Jaramillo

Session B

Peter Holtgreive: Grow Your Business with

Process Improvement

Speaker Host: Gregg Kunz

11:00-11:15 5 min. Stretch Break

10 min. bio break

Led by Lighthouse Movement – Doug Hardy

On your own

11:15-12:15 Round Tables Bob Dodge to introduce topics (5 minutes); Bob Daniel to assign rooms to discuss

for 15 minutes; change rooms

Leveraging Trust:

• What gets in the way of building trust

• How can you lose that trust

• How leveraging your trust can back fire

Speaker Host: Dave Johnson

12:15-12:45 Closing Remarks Ryan – Closing Remarks & Sponsor Thank You’s

Keri Stewart, Keynote Presenter

To Build Trust, Increase Your Vulnerability and Maximize Your Influence

When we meet people, they are asking themselves four key questions about us

– do you know these key questions? Are you aware which are working in your

favor or working against you? This presentation is focused on building trust. It

covers four filters that are a part of building or undermining trust. The filters

we’ll explore: Character, Chemistry, Competence, and Credibility. The Influence

Model tool will be featured and shared with advisors as a mirror to look into and

consider what it is like to be on the other side of them. The insights gained from

this thought provoking presentation help the advisors learn which filters need to

be unlocked to gain trust for deeper relationships personally or professionally.

Day 2 Speakers and Presenters

The Power of Trust – 5

Doug Hardy

As President of Lighthouse Movement, Doug helps professional and industrial

organizations to move well, ache less and decrease costly workplace injuries. He

also loves to create and bring ideas to fruition, which led to him to also start Pho-

ton Lasery - a laser engraving/cutting service. He will be leading the stretching

breaks during the conference.

Ryan Jaramillo

Ryan has over 20 years of experience in the insurance industry. His career began

at Cimarron Health plan as a teenage. He then he worked for a larger agency and

eventually started Apex Insurance Agency back in 2015. His goal is to present

insurance in a clear and concise manner to make insurance simple and easy. He

enjoys spending time with his wife and four children. He loves playing basketball,

going to the gym and movies with his wife.

Peter Holtgreive

Peter supports businesses with their need to change. He uses his years of experi-

ence to help businesses transform themselves through process improvement. No

matter what type of enterprise, he has the experience and Process Improvement

tools to help any business become more competitive by improving quality, deliv-

ery and reducing operating costs. Peter has 20+ years of management experience

in various manufacturing industries: Medical, Aerospace, Window Coverings,

Contract Manufacturing, and Telecommunications.

Bob Dodge

As an owner of The Alternative Board Denver West, and a TAB Board Facilitator

and Coach, Bob helps business owners to assist one another; help one another

see blind spots, and realize the potential that lies ahead for their businesses and

lives. Bob has designed, implemented and managed performance improvements

in a variety of industries, with companies ranging from small local businesses and

startups to Fortune 500 companies, in the U.S. and abroad.

(Speakers and Presenters cont’d)

6 – NTA Annual Conference 2020Revised 8/4/2020. Speakers and schedule subject to change.

Committee Members

Ryan Jaramillo – https://www.linkedin.com/in/ryan-jaramillo-78072798/

Dena Crain – https://www.linkedin.com/in/denacrainmlis/

Doug Hardy – https://www.linkedin.com/in/doug-hardy-99a92b103/

Dawn Reed, https://www.linkedin.com/in/dawn-reed-6a205211/

Brochure and conference logo designs by Jake Atencio, MetroGlyph Design –

https://www.linkedin.com/in/jake-atencio-591a7613/

Mark Bennett

Mark is the principal of Decision Resources, Inc. a consulting firm with a mis-

sion to help leaders unite organizations that deliver superior results, earn ethical

reputations, and adapt to change. Mark has worked with businesses, nonprofits,

government agencies, universities, and international organizations to help them

achieve goals through creative collaboration, wise planning, and critical decision

making. Already a published author, his forthcoming book is a practical guide to

building collaboration in organizations, Uniting by Design: the Architecture of

Creative Collaboration.

NTA Annual Conference 2020Virtual Pandemic Edition

DAY 2 (cont’d)