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Circle 6

Conference Agenda

 

There will be something for everyone this February. 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. 

Tuesday September 29, 2026

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

TAB Facilitator Panel


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

Speaker(s) TBD 

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

TBO Panel — Facilitated Discussion


3.15p-4.00p

 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
4.30p-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. 

Single Presenter

AI for Your Members: Uses That Drive Real Business Results

10.45a-12.00p

Speaker(s) TBD

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

What AI Can't Coach: Elevating Our Value in a World of AI

10.45a-12.00p

Speaker(s) TBD

AI coaching is getting genuinely good — so what can't it replicate? This session tackles the identity shift head-on: for both TBOs and their members, what does it mean to move from 'I'm the one with answers' to leading as a trusted human in an AI-assisted business? A candid, practical exploration of where our irreplaceable value actually lives — and how to articulate it with confidence.

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

AI-Driven Lead Gen: Building a TAB-Specific SQL System

1.00p-2.00p

Speaker(s) TBD

Sales-qualified leads are the critical success factor for membership growth — and AI is changing how the best operators generate them. What are the key elements of a modern TAB SQL system? What are leading-edge platforms doing that most TBOs aren't? We'll examine real examples, assess what's genuinely effective vs. hype, and map a replicable system you can deploy in your market.

workshop

Best Practices for Building TAB Community in Your Market

1.00p-2.00p

Speaker(s) TBD

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.

What the Research Actually Says: Peer Boards, Business Outcomes, and the Case for TAB

Dr. Roman Terekhin  ·  Babson College


2.30p-3.30p

New findings on the measurable impact of peer advisory on business growth, owner wellbeing, and decision quality — and how TAB facilitators can use this data to have sharper, more confident conversations with prospects.

Lunch
3.30p-3.45p

Member Insights Panel: What do Members Value That AI Cannot Provide

TAB Member Panel  ·  Facilitated for Actionable Takeaways


3.15p-4.00p

Patrick and Kevin will inject a boost of enthusiasm for the lessons learned so far.

Day Two Wrap-Up: Insight Check-In and Tomorrow's Focus

Thursday October 1 2026

Breakfast  ·  Networking  ·  Sponsor Showcase
8.00a-9.00a

Topic TBD

Philip McKernon  ·  Keynote Address & Q&A


9.00a-10.00a

TOPIC TBD

From Insight to Impact: Philip McKernon Interactive Workshop

Philip McKernon  ·  Keynote Address & Q&A


10.00a-10.45p

A hands-on working session building directly on the keynote. 

Lunch
10.45a-11.15a

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

Facilitated Working Session — All Attendees


12.45p-1.45p

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
12.30p-1.30p
Optional Excursions — Details at Registration
2.00p-6.00p