Join us in Fort Lauderdale for two focused days of team collaboration, training, and shared learning.
Enjoy oceanfront accommodations and convenient access to all SKO activities.
| Travel & Welcome Reception | |
| 6:30 – 8:30 PM @ Hotel Sonesta Pool Terrace |
| 7:30 – 8:30 AM: Breakfast | |
| 8:30 – 8:45 AM | Rising Together with Joy Wilder Lybeer |
| 8:45 – 9:15 AM | Charting 2026: The Plan for Revenue, Reach & Partner Success with Tim Whipple |
| 9:15 – 10:00 AM | The Rising Tide Economy Industry Panel moderated by Alex Timian with Alex Sadler, Morgan Lewis, Karin Anderson, Wolters Kluwer, Ashon Nesbitt, Florida Housing Coalition |
| 10:00 – 10:15 AM: Break | |
| 10:15 – 11:00 AM | A New Horizon for Partner Success with the Unified Partner Portal with Jason Wilcox and Riz Malik |
| 11:00 – 12:00 PM | Reading the Currents of Won Deals Peer Stories by Brielle Gladysz, Matt Geltz, Cecil Fuller, Ben Kluwgant, Meghan Norton |
| 12:00 – 1:00 PM: Lunch | |
| 1:00 – 3:15 PM | Wave of Growth: The Solutions That Propel Partners, Clients & Revenue Fireside Chats with Raul Soto, Imran Syed, Deborah Roth, Kamal Shah, and Jenn Flynn |
| 3:15 – 3:30 PM: Break | |
| 3:30 – 4:15 PM | Anchoring Success Through CPA Collaboration — CPA Panel moderated by Jenn Flynn with Jeffrey Cohen, Partner-in-Charge of Tax Services, Grassi and Jason Chorlins, Principal of Risk Advisory Services, Kaufman Rossin |
| 4:15 – 4:30 PM | Rising Tide: Day 1 Wrap-Up with Joy Wilder Lybeer |
| 5:30 - 6:15 PM | Awards |
| 6:30 – 8:30 PM: Team Dinner @ Lona Cocina | |
| 7:30 – 8:30 AM: Breakfast | |
| 8:30 – 9:15 AM | Tales of An Accidental Expert and the Success Formula for High Performance with Joy Wilder Lybeer |
| 9:15 – 10:00 AM | Marketing That Makes Waves: Your Competitive Edge with Leila Rayburn |
| 10:00 – 10:15 AM: Break | |
| 10:15 – 11:00 AM | Charting the Field: Enabling Practices That Lift Performance with Kathryn Wilkie |
| 11:15 – 11:45 PM | At the Helm: Top Sellers Share Best Practices Panel Moderated by Phillip Newman and Adam Clark, with Debbie Rodkin, Nicole Clothier, and Chad Niehaus |
| 11:45 – 12:45 PM: Lunch | |
| 12:45 – 2:15 PM | From Charts to Currents: Territory, Wallet Share & Prospecting in Motion Workshop |
| 2:15 – 2:30 PM | Harbor Check-In & Anchored Reflections with Joy Wilder Lybeer, CRO |
| 2:30 - 2:45 PM: Break | |
| 2:45 – 3:30 PM | Crew Debriefs: Aligning Before We Set Sail Again — Team Meetings |
Email Susan Redden (sredden@tsiusa.com) with the following information:
Please note:
Please complete this form to confirm your attendance to SKO 2026.
If you have any questions or concerns, contact Anne Romero at anne.romero@sourceadvisors.com
