Margaritaville Hilton Head
September 11-12, 2025

Conference ticket ($197) includes all seminars, welcome dinner/networking event, refreshments throughout the day during the conference, conference lunch, and a farewell happy hour.  Purchase Tickets Here

CONFERENCE AGENDA

Day 1 – September 11, 2025

Welcome Dinner & Reception: 5:00–8:00 PM

• Dinner and social time
• Margaritaville theme – tropical attire encouraged
• Photos and fun

Day 2 – September 12, 2025 – Conference Day

8:00–9:00 AM – Welcome Breakfast & Registration

• Light breakfast, coffee bar, networking
• Music – Margaritaville vibe
• Professional headshots

Morning Sessions

• 9:00–9:15 AM – Kickoff: Carrie Kahn – Welcome remarks, vision for CBG Partner Program
• 9:15–10:00 AM – Keynote: Heather Satterley – Proof of Concept: How Tiny Mindset Shifts Spark Big Innovation
• 10:00–10:10 AM – Morning coffee break + networking
• 10:10–10:50 AM – Intuit – Jamie Delveccio & Matt Bright - Maximizing Business Potential with Intuit Enterprise Suite
• 10:50–11:00 AM – Stretch & refresh break
• 11:00–11:40 AM – ADP Lecture – Dawn Brolin & Jennifer Gesing – Be Ready for Whatever Comes Next – Build a Future-Ready Practice with ADP
• 11:40–11:50 AM – Stretch & refresh break
• 11:50–12:30 PM – Fourlane CX Lecture – Marjorie Adams – How Using Fourlane CX Can Enhance Retention and Revenue

12:30–1:30 PM – Lunch + Vendor/Sponsor Visits + Networking

Afternoon Sessions

• 1:30–2:10 PM – Avalara – Kierstyn Merten, Phil Zukowski – Do More with Less: How Small Firms Win with Automation
• 2:10–2:40 PM – Afternoon refresh + networking – sponsor engagement + enter to win
• 2:40–3:40 PM – Panel Discussion – Partner Success Panel – Moderated panel by Kelly Gonsalves with Dan DeLong, Alicia Katz Pollock, Denise Bailey, and Sarah Ann Bunch
• 3:40–4:00 PM – Networking break – vendor visits, prize entry reminders
• 4:00–4:30 PM – Closing remarks & prize drawings – CBG Partner Awards, 2026 preview, vendor giveaways
• 4:30–6:00 PM – Farewell Happy Hour – drinks, light apps, music, and photos