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Education is at the heart of everything we do, so we’ve assembled a finely tuned lineup of seminar topics that are not only relevant to today’s economy, but will equip you to deal with uncertainties in business.

Day One’s sessions—Contingency Planning: Stress-Testing Your Business for Likely Shock Scenarios—will push you to examine your own company’s weaknesses and consider situations that you may overlook during the daily grind. Being prepared is one of the best ways to weather the often unexpected changes in the business climate.

On Day Two, we’ve partnered with FranklinCovey, an organization of elite corporate training professionals that bases its core principles on Founder Stephen Covey’s best-selling business manual, The 7 Habits of Highly Effective People, which has been the essential go-to book for professionals for nearly three decades. This two-part series called Embracing Change at the Speed of Trust will show you how to create a high trust culture and affect change in your operation.

We’ve said it before, but it bears repeating: our educational program alone is worth the price of the retreat, as specialized training like this can easily cost thousands of dollars.

Workshop Schedule

Monday • June 26

10:15am — 11:45am

Contingency Planning: Stress-Testing Your Business for Likely Shock Scenarios (Part 1: Finance Related)

Moderator: Jason Sharenow of Broadway Elite Worldwide
Speakers: Kathy Kahne of Windy City Limousine and Dawson Rutter of Commonwealth Worldwide Chauffeured Services

Part one, moderated by Jason Sharenow of Broadway Elite Chauffeured Services Worldwide and co-chair of our Education Committee, includes speaker Kathy Kahne of Windy City Limousine, a well-regarded industry expert and Dawson Rutter, founder of Commonwealth Worldwide, a leader with 35 years in the business. For many, the pain and ambivalence of the 2008 recession remains a profoundly complex and still-present topic despite recovery, yet financial swings occur all the time. We’ll discuss how to ready your company financially before those economic dips. Other topics include the loss of a large client (especially one equivalent to a 20-percent revenue drop) and how to diversify to avoid such a situation in the future; the ubiquitous price wars that challenge long-standing relationships with otherwise reasonable clients; dealing with cash flow; and legal issues like employee embezzlement or IRS audits. This session will give you the peace of mind you need to think intelligently during a crisis rather than impulsively.

Jason Sharenow Jason Sharenow is COO of Broadway Elite Chauffeured Services Worldwide. He started his career in the industry as a part-time chauffeur in 1996. Two years later, he founded Broadway Limousine and grew it from a three-vehicle service to a 25-vehicle operation. Sharenow kept the momentum going and in 2007, he merged with Elite Limousine, thus forming Broadway Elite Chauffeured Services. Since then, he has helped the company grow into a fleet of 95 vehicles including 12 motorcoaches and a worldwide network of affiliates. Sharenow also serves as president of the Limousine Association of New Jersey.

Kathy Kahne Kathy Kahne is vice president and co-founder of Windy City Limousine Worldwide. A 20-year industry veteran, she oversees more than 400 staff members and 300 vehicles while immersing herself in technology and advanced analytics. Kahne has managed Windy City’s explosive growth, and the many accolades garnered under her leadership include INC 5,000 (six times), Best Transportation Company in Illinois (seven times), Operator of the Year, and Crain’s Top Fifty. She recently oversaw a seamless merger with Chicago’s Transportation Group.

Dawson Rutter Dawson Rutter is president and CEO of Commonwealth Worldwide Chauffeured Transportation. He began his career 35 years ago, when as a young man he bought a single limousine with a clear business vision: to provide a level of personalized service that would keep customers coming back. With wholly owned fleets in New York and Boston, Commonwealth is still a family-owned business. He has been recognized as Best of Boston and Operator of the Year by the TLPA.

1:15pm — 2:45pm

Contingency Planning: Stress-Testing Your Business for Likely Shock Scenarios (Part 2: Human Capital Related)

Moderator: Kristen Carroll of The LMC Group
Speakers: Kristina Bouweiri of Reston Limousine and Christina Davis of The LMC Group

Part two, moderated by Kristen Carroll of The LMC Group and co-chair of our Education Committee, is dedicated to “human capital,” or your staff. The session—featuring highly respected industry veteran Kristina Bouweiri of Reston Limousine and Christina Davis of The LMC Group, author of our monthly HR Coach column—will explore areas such as preparing for the sudden loss or death of a key employee, or dealing with the departure of multiple employees in a short period of time, either of which could seriously damage a company of any size depending on the circumstances. Other topics include legal issues such as safety-related lawsuits stemming from car accidents to on-the-job injuries; understanding and effectively dealing with discrimination, racism, and religious protections; and everyone’s favorite: labor-related challenges and lawsuits on everything from overtime wage claims to EEOC rules. This seminar will tackle those thorny and often frustrating topics with proven strategies, balanced solutions, and a bit of humor.

Kristen Carroll Kristen Carroll is founder and CEO of The LMC Group. A long-time business consultant, Carroll has worked with organizations of different sizes and scopes, helping to select and manage top-tier talent, developing branding and marketing strategies, creating operational efficiencies, and laying the groundwork for secured and vibrant futures. Since its inception, The LMC Group has excelled in bringing value to areas such as human resources, business development, marketing, training, and operations for livery clients across the country. She calls herself a business artist because she brings the principles of art to the industry: vision, creativity, inclusiveness, innovation, and integrity.

Kristina Bouweiri Kristina Bouweiri is president and CEO of Reston Limousine & Travel Service in Washington, D.C. Thanks to her innovative business strategies over the last two decades, the company has enjoyed continued growth despite regional and national economic downturns. Starting with the diversification into wedding transportation in 1990, Bouweiri has expanded the business into new market segments such as government contracts and group transportation. She has been honored by International Women Entrepreneurs Challenge, Washington Business Journal, and March of Dimes to name just a few of her accolades while at the helm of Reston Limousine.

Christina Davis Christina Davis is director of human resources for The LMC Group, a consulting firm providing services such as human resources, operations, and business development to the livery industry. Leveraging nearly two decades of HR experience in a variety of industries, Davis is trusted for her guidance, wisdom, and insight. Clients rely on her to keep them apprised of changes in HR law and regulations, assist them in creating sound policies for employees, and navigate complicated employment issues. She writes the monthly “HR Coach” column for Chauffeur Driven and is a highly anticipated speaker at industry events.

Tuesday • June 27

10:15am — 2:45am
12:00pm — 1:00pm (Break for Lunch Monterey 3rd Floor)

Embracing Change at the Speed of Trust by FranklinCovey

Speaker: Scott Robley

Assembling a team of hardworking, dedicated, and forward-thinking people is one half of the battle; you must also empower your managers to inspire the best work from your team in a collaborative environment, which begins with your own effective leadership. In today’s connected world, trust is the new currency, and contrary to what many people think, it is a learnable skill. When trust is low—at any level—staff tend to become suspicious of each other, the organization, and most of all, you, resulting in low productivity and high disengagement. The solution, of course, is to increase trust, which then motivates and promotes a healthy workforce. This session will show you how to improve loyalty, leverage change, and close the trust gap within your company.

Scott Robley Scott Robley is a speaker with more than 20 years of experience in education and training. He brings a wealth of expertise and insight coupled with high level of energy. Clients value his real-world experience and rely on him to help them get results. He has the ability to cut through the chaos of running a business and lay out simple principles that revolutionize businesses. Robley works with a variety of clients including highly successful organizations like Moxie, Volvo, Ericsson, the CF Martin & Co, as well as passionate and inspirational entrepreneurs.