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Q4Live San Diego June 2023

Q4Live

June 5th-7th, 2023
San Diego, CA

Q4LIVE AGENDA

Welcome to our agenda-in-progress. We will continue adding to this as we confirm speakers and specifics on topics and sessions. Check back for more details!
  • Monday
  • Tuesday
  • Wednesday

2:00PM - 2:30PM

STUDIO BALLROOM

WELCOME & OPENING

Kevin Trokey | Founding Partner & Coach at Q4i

Kevin will kick off the conference with a session to set the table for the rest of the event. He’ll dive deeper into how to close the gap that stands between you and the potential you.

2:30PM - 3:30PM

STUDIO BALLROOM

KEYNOTE

Colette Carlson | Human behavior expert and CPAE Hall of Fame motivational keynote speaker

Colette  will share how to grow and transform relationships through the power of connected conversations.

3:30PM - 4:00PM

STUDIO BALLROOM

FRIENDOR INTRODUCTIONS

Meet our Friendor Sponsors and learn about their services.

4:00PM - 5:30PM

STK WEST ROOFTOP AT THE ANDAZ.

FRIENDOR HAPPY HOUR

Join us for a happy hour networking event and enjoy wine, beer, and cider while mingling and getting to know our Friendor Sponsors and their services.

6:00PM - 9:00PM

PUNCH BOWL SOCIAL

GROUP DINNER

Grab your Q4Live friends and head to the Punch Bowl Social for dinner, drinks, bowling, and games.

*Location is a 3-minute drive or 10-minute stroll from the conference. Vegetarian, pescatarian, and gluten-free diets accommodated.

8:00AM - 8:45AM

STK WEST ROOFTOP AT THE ANDAZ

BREAKFAST

8:45AM - 12:00PM

STUDIO BALLROOM

MORNING SESSION

Q4i Growth Platform Impact Stories

The speakers will share how they and their organizations have grown in four critical areas: Marketing, Sales, Service, and Leadership.

  • Marketing: Taylor Lindsey | Partner, Employee Benefit Consultants
    • Hear the story behind EBC's brand and learn how we engage with local markets.
  • Sales: Zack Feller | Vice President, Keystone
    • Understand the impact of accountability and get yourself back to the basics of sales and management.
  • Service: Generous Benefits Team, Kalinda Dunn, Lian Loop, Nancy Mace, and Lindsay Bready, Bret Brummitt 
    • Hear how we work cohesively as a team, manage client service, and use software products to communicate and stay on task to deliver an exceptional experience.
  • Leadership: Joel Daniels | Founder, Revolution Benefits Group
    • The path of leadership is rarely straight. Hear how continual learning, personal development, and growth matter to leadership and the path you pave.

Making a Difference - Case Studies: Q4Live Friendors

  • Michael Malhame | CEO, MyHealthily
  • Mark Dunahoo | CRO, TruHu

 

12:00PM - 1:30PM

STK WEST ROOFTOP AT THE ANDAZ

LUNCH

1:30PM - 4:30PM

STUDIO BALLROOM

AFTERNOON SESSION

iTalks Growth Stories

  • Casey Macpherson | COO, RxManage
    • Casey will share challenges that come with growing and operating a business that operates in opposite sides of the world.
  • Josh Butler | President, Butler Benefits & Consulting
    • Josh is exemplary at helping his clients solve complex business challenges, and he's going to share what it looks like to Do More Than Just Sell Insurance. He believes in doing more for clients and impacting them in meaningful ways, which he has learned is also a great way to differentiate yourself.

 

Leveling up Your Growth: Heidi Rasmussen | Co-Founder & CEO, freshbenies

It’s been said: “When you stop growing, you start dying.” Hear Heidi's three important actions she’s taken for continued growth in her life and business. She’ll explore the importance of constant learning, driving change, and leading people well. You’ll leave this session with real-life tips and tricks to level up your growth.

 

iTalks Growth Stories

  • Derreck Smith | Community Engagement Manager, Nonstop 
    • Derreck will share a real-life example of how they're making a positive impact on the employer and employee alike.
  • Mike Staebler | Partner & Benefits Consultant, S3 Partners
    • Mike will share with us his take on The Small Group Dilemma. Everyone has small groups, and we love the people but struggle with the workload. What to do about it? Mike will share his struggles, thoughts, and actions he's taken.

 

New Member Site Reveal

5:00PM - 7:00PM

STK WEST ROOFTOP AT THE ANDAZ

COCKTAIL HOUR

Join your Q4Live friends for passed hors d'oeuvres, beer, wine, cider, and cocktails.

7:00PM

DINNER WITH Q4LIVE FRIENDS

Group up with your Q4Live friends and head out for dinner on your own. 

8:00AM - 8:45AM

STK WEST ROOFTOP AT THE ANDAZ

BREAKFAST

9:00AM - 9:15AM

STUDIO BALLROOM

iTALKS GROWTH STORY

Rhett Bray | President, BeaconPath

Rhett is going to enlighten us with tales of What to Do When It All Goes up in Flames. He knows from experience what clients can expect if a tragedy strikes and now understands just how important his work is when talking to a business owner about his/her insurance needs.

9:15AM - 10:00AM

STUDIO BALLROOM

MARKETING & PROSPECTING FOR GROWTH

Carly O’Connor | Sr. Channel Account Manager, HubSpot and Wendy Keneipp | Partner, Q4intelligence

Having spent her career in sales as an award-winning salesperson, sales manager, and sales trainer, Carly O'Connor knows what it takes to find and close deals.

Wendy and Carly will get to the heart of what drives growth in your business with their session, “Marketing and Prospecting for Pipeline Growth.” They promise to deliver an honest talk and dissect what it takes to have a healthy pipeline and higher close ratios. Hint: find a good dose of discipline 😅 and embrace your technology. 🧑🏽‍💻

10:00AM - 10:30AM

STUDIO BALLROOM

NETWORKING BREAK

10:30AM - 11:15AM

STUDIO BALLROOM

ATTAINABLE HABITS THAT DRIVE SALES SUCCESS

Speakers:

Jeremy McLendon | VP, MyHealthily

Joel Daniels | Revolution Benefits Group

Chelsea Ryckis | Ethos Benefits

11:15AM

STUDIO BALLROOM

CLOSING

Kevin Trokey | Founding Partner & Coach at Q4i

GRAB YOUR TICKET

Rethink your business strategy, reimagine what's possible, challenge your beliefs, and make a network of friends and colleagues who will challenge and support you on your path to growth.

BECOME A FRIENDOR

Rethink the way you engage with agencies and advisors, your communication strategy for connecting, and strengthen your network to challenge and support you on your path to growth.