Agenda

 

 

         12:00 – 3:45 PM  Registration
4:00 – 4:45 PM 

Welcome to RKO 2023: Here we Grow (Scott Rudy, CRO)

Reflection on 2022 and how it will set us up for success moving forward.
4:45 – 5:30 PM Break
              5:30 – 8:30 PM

Team Z Social (yes, dinner)

We’ll take a short walk to Culinary Dropout (an approximate 12-15 minute walk) for a little FFF (Forced Family Fun) to catch some dinner and hangout with fellow Team Z members. 

 

          6:15 – 7:00 AM 

Get up and go! (optional) 

Run, hike, yoga with fellow Team Z members.  
7:00 – 8:00 AM  Breakfast
       8:oo – 8:30 AM

Business Update: Moving forward in 2023 (Jason Liu, CEO)

Zywave’s path to growth has momentum. This is the time to dig in and surge ahead of the competition.
         8:30 – 9:30 AM

Keynote: Returning to Growth (Tiffani Bova – Growth Evangelist, Author, Salesforce Business Strategist )

Tiffani will share what it takes to stay relevant, be bold and create an engine for sustained and repeatable growth in preparation for 2023 and beyond. 
9:30 – 10:20 AM

Fit for Growth: FY23 Vision & VCP

Scott Rudy – CRO
Heather Guntrum – CCO
Amanda Flynn – SVP, Marketing
Eric Rentsch – SVP, Product Management 

Where are we headed this year in regard to our vision and VCP. 
10:20 – 10:40 AM Break
       10:40 – 11:30 AM 

Changing the Game: How our plans for predictive modeling and data analytics will change how the world views Zywave (Eric Rentsch – SVP, Product Management)

We’ll start a future-focused journey to be the leader in insurtech through our unique data offerings.  

      

 

 

 11:30 AM – 12:00 PM 

Sell Smarter: How to talk differently about the Zywave portfolio by understanding the P&L of agencies (Luke Bliss)

Differentiate Zywave from the competition by talking the same language as our customers.  
12:00 – 1:00 PM Lunch
        1:00 – 2:00 PM

MDC Panel 

Andrew Metz- Moderator

Spencer Bewer
Jeff Coggins
Justin Costa
Kimberly Reilly
Jared Wilcox 

The secrets to becoming a Million Dollar Club winner 

        2:00 – 2:15 PM

Growing the Brand: Telling our ROI Story (Amanda Flynn – SVP, Marketing)

We’ve got a great story to tell, but more people need to hear it. How can we become the insurtech superpower on the top of everyone’s list? 
2:15 – 2:25 PM Break

       

 

 

 2:25 – 2:55 PM

Breakout Session #1

Please attend the breakout for your segment. The content has been curated specifically for you by your leader. 

(Enterprise & Select, Mid-Market & SMB, Carrier, HCM, EMEA)
2:55 – 3:00 PM Break

       

 

 

 3:00 – 3:45 PM

Breakout Session #2

Please attend the breakout for your segment. The content has been curated specifically for you by your leader.

(Enterprise & Select, Mid-Market & SMB, Carrier, HCM, EMEA)
3:45 – 3:50 PM Break

       

 

 

 3:50 – 4:35 PM

Breakout Session #3

Please attend the breakout for your segment. The content has been curated specifically for you by your leader.

(Enterprise & Select, Mid-Market & SMB, Carrier, HCM, EMEA)
4:35 – 5:30 PM Break
        5:30 – 5:45 PM

Top Seller Champagne Toast – Surf Club Qualifiers Only
(Jason Liu & Scott Rudy)

Cheers to the sellers who qualified for Surf Club. Please meet at Poolside Terrace on the second floor.

 
       5:30 – 6:30 PM

Cocktail Reception
6:30 – 7:45 PM Dinner
    7:45 – 9:00 PM

Social Event & Recognition

Time to celebrate those who have grown above and beyond expectations.

 

 

 

    

 6:15 – 7:00 AM 

Get up and go! (optional) 

Run, hike, yoga with fellow Team Z members.  
7:00 – 8:00 AM  Breakfast

 

     

 

 8:oo – 8:10 AM Opening Remarks (Scott Rudy, CRO)

 

 

 8:10 – 9:10 AM

Customer Panel: Insights into trends and challenges of 2023. 

Understand and embrace what’s on the mind of our customer. 
9:10 – 9:20 AM Break
    9:20 – 10:05 AM

Breakout Session #4

Please attend the breakout for your segment. The content has been curated specifically for you by your leader. 

(Enterprise & Select, Mid-Market & SMB, Carrier, HCM, EMEA)
10:05 – 10:10 AM  Break
    10:10 – 10:55 AM 

Breakout Session #5

Please attend the breakout for your segment. The content has been curated specifically for you by your leader. 

(Enterprise & Select, Mid-Market & SMB, Carrier, HCM, EMEA)
10:55 – 11:00 AM Break

 

    

 

 

 11:00 – 11:15 AM Closing Remarks (Scott Rudy, CRO)

 

 

 

 

 11:15 AM

Farewell

** Boxed lunches will be available for lunch following the conclusion of RKO 2022 ** 

All meals will be provided during the RKO meeting times. Starting with dinner (at our off-site event) on Wednesday through lunch on Friday (bagged lunches as we depart). All other meals may be expensed in accordance with Zywave’s travel policy.

Click here to view the Tempe Misson Palms Hotel map.