.

Agenda

Updated October 2022

Breakout Descriptions

(all sessions will be recorded and posted to GPS following Conference)

• Ally: Leveraging Connected Services to Strengthen Your Registry - Learn how to leverage Ally’s new Connected Services to boost your registry business. Discover exclusive benefits Ally users can access through partnerships with Synergi Partners, Polsinelli, and ScreeningOne—and even get a sneak peek at what else Ally is working on.

• Infiniti HR - Fuel your passion, not your To-Do list! Harness the power of aggregation and leverage the one-stop-shop holistic PEO solution to save time and money! Need help managing complex employee-related HR services such as payroll, health benefits, workers’ comp claims, employee relations, and more human resource outsourcing? Learn how Infiniti HR assumes these responsibilities and provides expertise; allowing you to focus on growing your business.
• State of Employment - Have you ever thought “Why doesn’t anyone want to work anymore?” Join Matt Ericksen, Alexis Johnston, and Hireology to explore how to attract and retain talent by focusing on what matters most to them and your business. By the end of this roundtable, you will have key action items to be on your way to getting people working and becoming an Employer of Choice.
• CO Staffing Case Study - Christina Sommerfield, VP of Company Offices, shares how she staffs the company offices based on hours, revenue levels, and other needs. She will share how she decides when to add to the team, which role to hire for, and other best practices for internal office staff.
• Honoring the Past, Inspiring Your Financial Future – Registry & Agency sessions: History helps us define where we are today and what our actions need to be in the future. So true, in love, life AND your best financial health! It doesn’t matter where you are in your business journey, whether you’re just starting out, in a seasoned business, or in succession planning - maximizing your profits and understanding what you need to do to get there is a key component to continuously drive the value of your business. Join Katherine Schiavino, CFO, to learn the best way to look at your financial results through historical trends and using this information to determine your path to growth and higher profits through goal setting, and understanding how to use key performance metrics that will design the road map to your best financial future. Let us help you plan for tomorrow…today!
• Multichannel Marketing Campaigns: How to successfully execute and track ROI - Care with Us. Holiday Warning Signs. Foundation Scholarship Program. And soon: the Rebrand of Griswold Home Care. All of these campaigns include pieces that fit together to create a 360-degree campaign: a Landing Page, Social Posts, Email Blasts, Display Ads, and more. But how many of us know how to implement all the moving parts to result in a measurable return on investment? This session will show you how to successfully execute and track the results for a multichannel marketing campaign.
• Super Charge Your Digital Leads - Learn how to turn money spent into money earned! The team will walk through best practices for converting digital leads, a process that is converting at double the industry average!
• WellSky - Let data tell your story with WellSky CareInsights for Personal Care. If you’ve ever had trouble articulating why a client needs additional care, or you rely on spreadsheets to help you prepare for meetings with referral sources, it’s time to explore more advanced data insights. The right data can help you explain your agency’s story to family members, payers, and referral sources. Join the WellSky Personal Care (formerly ClearCare) team as they provide an overview of of WellSky CareInsights for Personal Care, including the powerful Performance View and Client View. With clean, organized data, you can have the valuable conversation about hospitalization risk with family members and payers. Attend this session to learn how to let WellSky CareInsights for Personal Care tell your story.
• Succession Planning - Whether planned or unplanned, in 10 months or 10 years, it's important to have an exit strategy. Join Steve Turner, COO and Brian Hill, Franchise Development Manager to learn how to set yourself up for success when it comes time for your next adventure. Succession planning starts the day you sign your Franchise Agreement. Even new offices won't want to miss this session!
• Scorpion - Meet your new support team at Scorpion and learn how to strategize, implement and measure an effective local marketing campaign based on your goals and real-time data. Scorpion will present best practices for local online marketing, as well as share practical steps on how to use the data in your Scorpion Dashboard to make more well-informed decisions to help grow your business.
• Maximizing the VA (Agency offices) - Hear from a panel of your peers who have cracked the code on VA! These offices gained access to the VA and have leveraged it to grow their business. Join Matt Ericksen and Kim Mongan as they facilitate the panel also including Greg Bean from Paradigm to learn how you can see the same success in your office.
• Retention - Recruitment no longer stops once a person is hired; Retention is just “re-recruiting” your current team. But what do your current workforce want? Join Jennifer Seehra and Alexis Johnston to explore solutions & leverage feedback mechanisms to increase your team’s retention (and lower your external recruitment efforts).