16641 LaCantera Parkway
San Antonio, TX
Tee times will begin at 12:30pm
16641 LaCantera Parkway
San Antonio, TX
Tee times will begin at 12:30pm
Please meet in hotel lobby at 2pm. We will walk together to the base of the Riverwalk, cruise to the Alamo and take a tour upon arrival. We will return to the hotel at approximately 4:30pm.
Sponsored by Avionte
Located on the Oak Tree Terrace (In the event of bad weather, we will gather in the River Terrace Room)
Ballroom Salon A&B
Please be sure to visit our Affiliate Industry Partner tables.
Meeting Overview- Quick pre-view of the Shark Tank Program.
Presented by: Mike Richardson, CEO Consultant
Resource Presentation for Shark Tank
Traditional strategic planning doesn’t work very well these days with the speed of business, pace of change and flow of disruptive turbulence accelerating all the time. Not least of all, traditional approaches are far too comfortable, planning forwards from the present as an extrapolation of the past. Especially with the uncertainties of a possible recession and election result that we face.
Resource Presentation for Shark Tank
Training Tools, Marketing Tools, Networking Strategy, Sales Software, Health Insurance, etc. – All presentations helping Key Managers and Owners prepare for the Shark Tank.
Please be sure to visit our Affiliate Industry Partner tables.
Bullhorn’s GRID research tells us that firms see ‘winning new business’ as their number #1 business priority. However, not all firms are set up for success. Is yours?
Winning new business in the current landscape doesn’t require firms to work harder – just smarter. With the right mix of technology, team values, and strong relationships, staffing firms can deliver exceptional value to their clients and candidates, continuously improve, and form long-lasting business relationships.
Whether you’re looking to attract new prospects or foster stronger relationships with your existing clients, the industry calls for a new approach. By combining best practices with a platform powered by automation and AI, your team can take their business development to the next level and find success, regardless of market conditions.
In this session, we’ll take you through how to develop a successful plan using strategy and technology as a competitive advantage. We’ll also discuss how AI is changing the game in terms of personalizing your outreach and identifying areas of focus you may have previously missed.
Resource Presentation for Shark Tank
Real Life Experience successes from the New Jersey Law and Illinois Law that affected a Staffing Company...although $4M in revenue lost, the plan left it not affecting them. Discussions centered around the positive effects of planning. This can be useful for the Shark Tank Teams to use in creating a plan for varying economies.
CFO/Key Financial Manager Mastermind
Led by Angelia Terry, Controller, Pro Resources and Sarah Hoffman, VP of Finance, WSI
Topics pre-submitted and discussed in detail amongst our Key Financial Managers.
Guidelines for Day 2 Key Manager Sessions:
Key Managers & Leadership Team Members present will be assigned to a team prior to the conference. Teams will break out all day Thursday to Create a Sales Plan for varying Economies. The goal of this full day of Key Managers & Leadership Team breakout sessions is to propose a written operations & sales plan that can be used in any of our member companies.
Happy Hour at Prost House
231 S Alamo St
San Antonio, TX 78205
Please be sure to visit our Affiliate Industry Partner tables.
Improve Your Sales & Operations Process to be Agile for an “Up Economy” or “Down Economy” - Today, growth is all about sales and controlling unnecessary costs. Are you still doing the same old thing? Dramatic changes are taking place in the way businesses are approaching sales. Growing your business within your present customer base may be the most effective means of growth and/or maintaining your company value.
Teams can go anywhere in or around the hotel to meet and work on their collective development of sales/operations model. Breakout areas will be announced at the meeting. Sample Template will be provided as a resource by Keynote Speaker, Mike Richardson, REF, Partner & Forum Leader.
Teams can go anywhere in or around the hotel to meet and work on their collective development of sales/operations model.
Presentation of Mastermind Group Updates
Issues & Opportunities – Pre-surveyed topics submitted by member companies.
Teams will be meeting in various rooms in hotel to develop their plan to present on Friday. Teams will be supported by the facilitation expertise of Scott Fiore, TriStarr Staffing, Dan Mastropolo, Timerack and Mark Winter, WinSource.
CFO/Key Financial Manager Mastermind
Led by Angelia Terry, Controller, Pro Resources and Sarah Hoffman, VP of Finance, WSI Topics pre-submitted and discussed in detail amongst our Key Financial Managers.
What have you implemented this year to move to a sales focused organization? Since ASGroup’s May Conference, what have you done to focus on existing customers? Did you employ DYK strategy from Alex Goldfayn? Did you increase your sales training with Butler Street or WinSource? Please tell us your Success Stories.
Happy Hour at The Esquire
155 E Commerce St
San Antonio, TX 78205
Please be sure to visit our Affiliate Industry Partner tables.
Presentations will be evaluated in a Shark Tank-style format by owners, who will ask thoughtful questions and provide constructive feedback and insights to each team. This interactive session is designed to challenge each team’s strategic thinking and help refine their plans.
Voting will be completed by all those in attendance.
The value of stating 1-3 take-homes from the conference are incredible in effectiveness to make it happen. A Valuable Session to implement what you are taking home.
With over a decade of experience in staffing and recruiting, Laura has honed her expertise by leading sales teams, driving digital transformation, and implementing talent acquisition and management strategies across various organizations, from tech startups to large multinational firms.
Her drive to innovate led her to Bullhorn, where she currently serves as the Senior Strategy Manager - AI, Automation and Analytics. In this role, Laura works closely with customers and prospects to deliver key insights, guide automation strategy, and provide thought leadership to help staffing organizations transform their operations.
Dan Mastropolo, Chief Vision Officer of Staffing A to Z and Owner of Oak City Advisors LLC, has spent over a decade committed to the Staffing Industry. Dan started his career in staffing at Randstad as a Staffing Consultant in 2012, and over 4 years quickly grew to a top VP in the company for general staffing. In 2016, Dan started his own firm and since has started and exited multiple light industrial staffing companies.
In 2018, Dan partnered with Vensure HR and Lightsource HR to establish a staffing EOR and Staffing Alliance program for the company. Dan had oversight of 500 staffing companies’ workers’ comp policies, ensuring mitigated risk for the staffing book, and consulting clients through MSAs, risk, claims management and realizing the revenue to ensure funding of our programs were strongly funded for our clients.
In 2020, Dan started Oak City Advisors to help staffing industry owners adapt to Cloud Server architecture and aid in developing 3rd party automations. Having spent most of his career in building innovative and high-tech enabled staffing companies, Dan has excelled in his career to being recognized as a top 100 HR professional in the staffing industry. Dan continues to excel in the areas of Executive Strategy, Sales, & technology stack configurations and automations within the staffing industry and has worked with Avionte’s API and third-party partners for over eight years. Dan is also currently on the BOD for Time Rack and is an advisor to Staffing Referrals.
Mike Richardson brings deep agility insights at the intersection of 3 worlds. In the real world, he started his career as a Petroleum Engineer working on offshore oil and gas drilling rigs. In the business world, he ran the aerospace division of a British public company. In the advisory world, for more than 20 years he has been a CEO coach, facilitator, board member/chair, author and keynote speaker in the field of peer forums, collective intelligence and agility. To crack the code of agility for CEOs, executives and their teams, he has pioneered the concept of C2C: Conversation-Flow to Cash-Flow, which all of his work revolves around driving. He is a partner with REF Global (pioneering what’s next with peer forum experiences), Co-Chair for the Americas with the Advisory Board Centre (pioneering what’s next with advisory boards) and a founding member/investor with The Portfolio Collective (pioneering what’s next with the new world of work). He is working on his 3rd book, Cracking the Agility Code: The 5 Roles of Everyday Agile Leaders in addition to The One Advantage: Introducing a Peer Powered Culture of Agility to Your Organization (2023) and Wheel$pin: The Agile Executive’s Manifesto (2011).
