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Circle 6

Conference Agenda

 

There will be something for everyone this September. Check out the list below to see what sessions will be available and contact us to let us know if you're interested in becoming a panelist or presenter. We'll be adding to the list as we confirm content. 

Monday September 29, 2026

Registration | Check-In
8.30a-9.00a

Sales Acceleration Training (Optional)

Speaker: Dr. Steve Drury


9.00a-5.30p

What You'll Walk Away With: This is a hands-on, practice-driven session, not just a lecture. Throughout the day you'll work through workbook exercises and live practice alongside your peers, covering:

  • The Sales Mindset - the beliefs and habits that separate top performers from everyone else
  • The Emotional Arc of Sales - understanding what a prospect is actually feeling at each stage, and how to meet them there
  • Discovery Meeting and Alignment Meeting Best Practices - sharpening the protocols that turn a good first conversation into a signed member
  • Using AI as Your Sales Coach to Improve Sales Effectiveness

New: Presenting the Full TAB Opportunity

   We're also building in something brand new: how to present the full TAB opportunity, not just boards. You'll practice recognizing when a prospect might actually be a better fit for StratPro or HI-MAP, how to pivot the conversation naturally when that comes up, and how to explain the key benefits of each program so they are clear and compelling. We won't be running full sales conversations for those programs here. That's what their dedicated sales trainings are for. But you'll leave knowing how to open the door and pursue the right opportunity with prospects.

Tuesday September 29, 2026

Registration | Continental Breakfast | Networking | Sponsor Showcase
8.00a-9.00a
Welcome & How to Get The Most Out of This Conference
9.00a-9.30a
Conference orientation, peer connections, and setting the stage for three days of insight and action.

AI: What's Real, What's Next, and What It Means for TAB Facilitators

Speaker: Dustin Sitton · Principal, Incite Automation | TAB Member


9.30a-10.30a

 Learn practical, real world applications for using AI and Automation using the tools you already own! Dustin will share stories and show real world examples. 

Break
10.30a-11.00a

AI & Capability in Practice: How TAB Facilitators Are Using AI to Run Better Businesses and Advise Smarter

 Mark Tichgelaar, David Weidman, Laura Drury, Fernando Hernan


11.00a-12.00p

 Real stories from the field — AI tools being used today to prep meetings faster, deepen member insight, and find more time for high-value human work. Structured for clear, replicable takeaways. 

TAB Boards Reimagined: Where We Are, Where We're Going

Dave Scarola


12.00p-12.30p

Lunch  ·  Networking  ·  Sponsor Showcase
12.30p-1.30p
Single Presenter

Reading the Room: Using DISC and Driving Forces

1.30p-2.45p

Shaunna Adinolfi, TTI 

 How to integrate DISC and driving forces into your onboarding, board sessions, and one-on-one coaching to accelerate member trust and results.

workshop

Start Moving the Needle: From Reactive to Purposeful AI Use

1.30p-2.45p

TAB Facilitator

Most facilitators use AI reactively — picking it up when convenient, dropping it when busy. This session introduces a practical framework: where is AI actually adding value in your practice, where is it noise, and how do you build a purposeful system? Leave with a personal AI strategy, not just more tools.

Break
2.45p-3.15p

Building the Business Builder's Advantage: TBOs Delivering HI-MAP and StratPro at Scale

 Peter Brougham-Cook, Blair Koch & Paul Malherbe 


3.15p-4.30p

 Facilitators who have successfully integrated HI-MAP and StratPro share what's working, what they'd do differently, and the exact moves others can replicate. Format: structured Q&A with audience input - not open storytelling.

Day One Wrap-Up: Your Three Insights and One Action

Conference Facilitation Team


4.30p-4.45p

A brief, structured close. Each attendee commits one insight and one action to their conference notebook.

Time on Your Own  ·  Check Timings for Evening Meet-Ups
4.45p-5.30p
TAB Super Social & Awards Night
7.00p-10.00p

Wednesday September 30 2026

Continental Breakfast  ·  Networking  ·  Sponsor Showcase
8.00a-9.00a

CEO's Address: The TAB Opportunity Ahead

Jason Zickerman  ·  CEO, The Alternative Board


9.00a-10.15a

 The strategic landscape for TAB facilitators in an AI-accelerated world — why human connection is not a soft skill but a competitive advantage, and what TAB is building to support your growth. 

Member Insights Panel: What Do Members Value

TAB Member Panel | Facilitated for Actional Takeaways


10.45a-12.00p

 The annual highlight — real members sharing what TAB has meant to their businesses. This year, structured around three questions: What changed? What would you tell a skeptic? What do you wish your facilitator did more of? Designed to extract clear, actionable insight for every facilitator in the room.

Lunch  ·  Networking  ·  Sponsor Showcase
12.00p-1.00p
Single Presenter

Conversations That Matter: Deep Engagement To Retains Members

1.00p-2.00p

Speakers: Blair Koch & Jackie Gernaey

When members disengage, resist accountability, clash with one another, or consider leaving, the quality of the facilitator's conversations matters more than the quality of the agenda. Join two of the most experienced facilitators in TAB for a practical discussion on handling the moments that most impact member outcomes, board dynamics, and long-term retention.

workshop

Best Practices for Building TAB Community in Your Market

1.00p-2.00p

Neal Grossheider & Ed Reid

What does it actually take to build a thriving TAB presence in your local market? Experienced TBOs share the specific moves that have worked — events, referral systems, local partnerships, member advocacy, and the community moments that no competitor can replicate. Structured for replicable takeaways: what to try, what to adapt, and what to prioritize first.

Unexpected Value of Peer Advisory Boards: Leaders’ Hidden Needs and the Boards’ Real Outcomes

Dr. Roman Terekhin  ·  Babson College


2.30p-3.30p

Many business owners join peer advisory boards hoping to find something they cannot easily find elsewhere—but what exactly are they looking for, and do these groups truly provide it? Organizers often highlight benefits such as revenue growth, skill development, networking, or access to a personal board of advisors. But our research suggests that the underlying needs of business leaders may be quite different.

Drawing on six years of research with business leaders from TAB and other peer-group organizations, this session will explore the often-overlooked challenges of business ownership, the needs that bring leaders into peer advisory boards, and the conditions under which boards are most likely to make a meaningful difference. We will also examine how business leaders perceive TAB compared to other peer-group models—for better or for worse.

Break
3.30p-3.45p
Single Presenter

AI for Your Members: Practical Uses That Drive Results

3.45p-5.00p

Speakers: TAB Facilitator

 Beyond ChatGPT — a hands-on tour of AI tools your members can use today for forecasting, competitive analysis, hiring, operations, and strategy. Walk away with a curated toolkit you can share immediately, and the language to introduce AI strategically in your next board session. 

workshop

The Human Side of Great Coaching

1.00p-2.00p

Speakers TBD

What separates a memorable coach from an average one? It’s rarely expertise alone. This session explores the human-centered skills that have the greatest impact on members: deep listening, thoughtful questioning, empathy, perspective, and accountability. Learn how to elevate your coaching by helping members think more clearly, act more decisively, and become better leaders themselves.

Day Two Wrap Up: Insight Check-In
4.45p-5.00p

Thursday October 1 2026

Breakfast  ·  Networking  ·  Sponsor Showcase
8.00a-9.00a

Reconnecting with the Gift You Forgot You Had

Philip McKernon  ·  Keynote Address & Q&A


9.00a-10.45a

Philip McKernan has spent his career helping people reconnect with what is most true and most powerful about themselves. In this session, he'll help you identify the specific gift you bring to the people you serve, and show you how leading from that place changes everything about how you show up with prospects, members, and boards. 

Leave this session knowing exactly what you bring to the world – and your work - that no one else can, and with a clear sense of how to bring more of it to every conversation, every member, and every board you lead.

This session will include some comments by Philip, some workshop activities, plenty of engagement and lots of Q&A.

Break
10.45a-11.15a

From Conference to Practice: Turning Three Days of Insight into 90 Days of Action

Facilitated Working Session — All Attendees


11.15a-12.30p

The integration session. Working in small groups, attendees consolidate their top insights, complete a structured one-page action plan, and make a public commitment to a peer. This is where the conference becomes a catalyst.

Lunch (On Your Own)
12.30p-1.30p
Optional Excursions — Details at Registration
2.00p-6.00p