SATURDAY, OCTOBER 10 ~ LEAD & GROW

8:30–9:00 AM
Morning Welcome

9:00–10:30 AM
Energy Leadership
Sharon Saevitzon | Keynote Speaker

Energy Leadership refers to both a particular and unique form of leadership, and also, literally, to the process of leading energy so that it works for you, rather than against you. By learning and applying the principles and concepts of Energy Leadership, you can increase your ability to shift your own energy and the energy of those around you. When you do that, you will help inspire and motivate yourself and others, feel a greater sense of purpose, get more done with much less effort and stress, and constantly attract positive and powerful people and success to you. 

Sharon Saevitzon PCC, ELI-MP is a certified Transformation, Empowerment, Happiness and Energy Leadership Coach. This keynote will set the tone for growth, transformation, and elevated leadership throughout the entire Summit. 

10:30–10:45 AM
Break

10:45–11:30 AM
Workshop: Lead Yourself First

Before you lead your business, your clients, or your team — you have to lead yourself first. This guided reflection will help you step out of the day-to-day and get clear on what success looks like for you, both personally and professionally. You’ll set your intentions for the weekend and identify what you want to learn, take away, and put into action.

11:30 AM–12:15 PM
Finding Your Own Path: Building a TC Business You Love
Samantha Hays

Building a successful TC business doesn’t have to mean following someone else’s blueprint. In this session, Samantha Hays will explore what it looks like to trust your own voice, build a business that works for you, and reconnect with what you want from your work.

Step away from the files, notifications, and day-to-day demands to make space for fresh ideas, meaningful connections, and renewed energy for your business. You’ll leave encouraged to find your own path—and maybe with a little glitter along the way!

12:15–1:15 PM
Lunch Break

1:15–2:00 PM
Risk Management in the TC World
Thomas Jensen | STPro Insurance

That quick favor for an agent. The email you didn’t think twice about. The deadline someone assumed you were tracking. The task that slowly became “part of your job.” As TCs, we make hundreds of small decisions every week—but some can create more risk than we realize.

Join Thomas from STPro Insurance and a couple Transaction Coordinators with nearly three decades of real-world experience, for a candid conversation about risk in the TC world. Together, they’ll explore scope creep, communication, documentation, E&O coverage, cyber fraud, missed deadlines, and those gray-area situations every TC has encountered. Bring your questions and real-life scenarios and learn practical ways to better protect yourself, your clients, and the TC business you’ve worked so hard to build.

2:00–3:00 PM
The Big Split with Lucas
Cash flow • Debt • Savings • Business & Personal Finance

As a small business owner who used to struggle with finances and then transformed them — Lucas is passionate about helping people expand their bank accounts and improve their relationship to money at a deep and lasting level. 

“My goal is for you to let go of past limitations, trust yourself, feel confident in your finances and create a new financial reality.” - Lucas

3:00–3:30 PM
Break 

3:30–4:00 PM
TC Tech: Workflow Wizard

Daniel Whitworth

Join Daniel from Workflow Wizard for a fast-paced look at how technology and smarter workflows can help TCs simplify their processes, stay organized, and work more efficiently. Walk away with practical ideas you can put to work in your TC business.

4:00–5:15 PM
What’s in Your TC Tech Stack?
How Technology and AI Are Changing the TC Industry

Come see how technology and AI are changing the way TCs work! Together we'll explore the journey from paper, spreadsheets and email to today's TC platforms, time-saving shortcuts, automation and the new AI tools that read contracts and take routine tasks off our plates. We'll talk about what to hand off to technology, what a great TC should always own, and how to use AI safely with client files. Bring your favorite tools, tips and questions to share. You'll leave with fresh ideas, a full resource list and a new look at your own tech stack!

5:15–5:30 PM
Saturday Wrap-Up

6:30 PM

Summit Dinner Party at Miguel's 

Sponsored by STPro Insurance & NHDPro 

Join us Saturday Night at Miguel’s Cocina in Old Town for a relaxed, fun evening together after Summit sessions!

Saturday Summit Snacks Sponsored by First American NHD and JCP Disclosures 

Summit Dinner Party Sponsored by STPro Insurance & NHDPro