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Rising Tide Empowered | Innovative | Aligned

jan 6-8,2026

SKO 2026 Source Advisors

location

Ft.Lauderdale florida

Join us in Fort Lauderdale for two focused days of team collaboration, training, and shared learning.

venue and stay

Enjoy oceanfront accommodations and convenient access to all SKO activities.

SKO AGENDA

Vision and Strategy

Hear from company leaders as they outline the 2026 vision, growth priorities, and key initiatives. 

 

Department Updates

Get aligned with updates from our solution leaders and department heads.

 

Team Workshops

Participate in hands-on breakout sessions designed to strengthen capabilities and refine sales execution.

Tuesday, January 6th

Travel & Welcome Reception

Wednesday, January 7th

7:30 – 8:30 AM: Breakfast
8:30 – 8:45 AM Rising Together with Joy Wilder Lybeer, CRO
8:45 – 9:15 AM Charting 2026: The Plan for Revenue, Reach & Partner Success with Tim Whipple, CEO
9:15 – 10:00 AM The Rising Tide Economy — Industry Panel moderated by Leila Rayburn, Vice-President Marketing
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, CTO, and Riz Malik, Senior Product Manager
11:00 – 12:15 PM Wave of Growth: The Solutions That Propel Partners, Clients & Revenue — Fireside Chat with Solution Leaders
12:15 – 1:15 PM: Lunch
1:15 – 2:30 PM Wave of Growth: The Solutions That Propel Partners, Clients & Revenue — Fireside Chat with Solution Leaders (continued)
2:30 – 3:30 PM Reading the Currents of Won & Lost Deals — Workshop
3:30 – 3:45 PM: Break
3:45 – 4:30 PM Anchoring Success Through CPA Collaboration — CPA Panel moderated by Jenn Flynn, Vice-President CPA Partnerships
4:30 – 4:45 PM Guiding the Course Forward — Anchoring Key Day 1 Takeaways with Joy Wilder Lybeer, CRO
6:30 – 9:00 PM: Team Dinner & Awards

Thursday, January 8th

7:30 – 8:30 AM: Breakfast
8:30 – 9:00 AM Reset the Compass: Day 1 Lookback & Day 2 Set Sail with Joy Wilder Lybeer, CRO
9:00 – 10:00 AM At the Helm: Rising Stars Share What Moves Deals Forward — Peer Panel moderated by Phillip Newman, Regional Sales Director, and Adam Clarke, Regional Sales Director
10:00 – 10:15 AM: Break
10:15 – 11:00 AM Marketing That Makes Waves: Your Competitive Edge with Leila Rayburn, Vice-President Marketing
11:00 – 12:00 PM Charting the Field: Enabling Practices That Lift Performance with Kathryn Wilkie, Sales Enablement Manager
12:00 – 1:00 PM: Lunch
1:00 – 2:30 PM From Charts to Currents: Territory, Wallet Share & Prospecting in Motion — Workshop
2:30 – 2:45 PM: Break
2:45 – 3:00 PM Harbor Check-In & Anchored Reflections with Joy Wilder Lybeer, CRO
3:00 – 3:30 PM Crew Debriefs: Aligning Before We Set Sail Again — Team Meetings

important info

Our Travel Policy

  • All travel to SKO must be booked by Source Advisors (Susan Redden at Travel Solutions International)
  • Only persons traveling via car to SKO are able to be reimbursed for mileage and parking
  • Car rentals will not be reimbursed
  • Source Advisors will not reimburse for meals or bar tabs outside of scheduled events and attendees are responsible for any incidentals charged to their hotel invoice

Achieves

Flights

How to Book

Email Susan Redden (sredden@tsiusa.com) with the following information:

  • Your departure/arrival airport
  • Your legal name
  • Your employer
  • Your birthdate
  • Your cell phone number
  • Your seat preference (aisle, window)
  • Your Known Traveler Number (if you have one)
  • Your Frequent Flier Number (if you have one)

Please note:

  • You should plan to arrive in Fort Lauderdale on Tuesday January 6th, and depart after 6pm on Thursday, January 8th
  • All airfares will be billed to our corporate credit card
r&d amortization 2022 irs

SKO 2026 RSVP

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

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