Opal Group - Organizer of conferences across various industries. =============== [![Image 3: logo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/logo.svg)](http://opalgroup.net/) * [![Image 4](https://opalgroup.net/wp-content/uploads/2016/03/Home-Page-21x19.svg)Home](https://opalgroup.net/) * [Conferences](https://opalgroup.net/conferences/) * [![Image 5](https://opalgroup.net/wp-content/uploads/2020/04/All-Division-Icon-Black.svg)All Divisions](http://opalgroup.net/conferences/#all-divisions) * [![Image 6](https://opalgroup.net/wp-content/uploads/2016/03/Finance-16x13.svg)Finance](http://opalgroup.net/conferences/#finance-group) * [![Image 7](https://opalgroup.net/wp-content/uploads/2016/03/Facilities-15x15.svg)Facilities](http://opalgroup.net/conferences/#facilities-group) * [![Image 8](https://opalgroup.net/wp-content/uploads/2018/07/HRicon-black.svg)Human Resources](https://blog.opalgroup.net/hrevents/) * [![Image 9](https://opalgroup.net/wp-content/uploads/2025/07/Icon-Black-Healthcare.svg)Healthcare](https://opalgroup.net/conferences/#healthcare-group) * [![Image 10](https://opalgroup.net/wp-content/uploads/2025/02/Icon-Black-EmergingTech.svg)Emerging Technology](https://opalgroup.net/conferences/#emerging-technology-group) * [![Image 11](https://opalgroup.net/wp-content/uploads/2025/01/Icon-Black-Energy.svg)Energy](http://opalgroup.net/conferences/#energy-group) * [On Demand](https://opalgroup.net/on-demand/) * [Request Information](http://#) * [![Image 12](https://opalgroup.net/wp-content/uploads/2016/03/icons-information-01.svg)Request Information](http://opalgroup.net/request-info/#Request-Information) * [![Image 13](https://opalgroup.net/wp-content/uploads/2016/03/Sponsorship-Icon-20x19.svg)Sponsorship](http://opalgroup.net/request-info/#Sponsorship) * [![Image 14](https://opalgroup.net/wp-content/uploads/2016/03/Mailing-list-Icon-23x14.svg)Mailing List](http://opalgroup.net/request-info/#Mailing-list) * [![Image 15](https://opalgroup.net/wp-content/uploads/2016/03/Partnerships-Icon-26x16.svg)Partnership](http://opalgroup.net/request-info/#Partnership) * [Suggest a Speaker](https://opalgroup.net/suggest-speaker/) * [Blog](https://blog.opalgroup.net/) * [Gallery](https://blog.opalgroup.net/gallery/) * [About Us](https://opalgroup.net/about-us/) * [Contact Us](https://opalgroup.net/contact-us/) [Register](http://opalgroup.net/conferences/#all-divisions) * [](https://twitter.com/opal_group) * [](https://www.linkedin.com/company/opal-financial-group) ### **Opal Group is a global conference organizer catering to top executives and decision makers throughout various industries.** ### **Opal Group ensures that each conference provides ample opportunity for our delegates to create meaningful relationships with like-minded professionals.** ### Upcoming Conferences ![Image 16: logo](https://opalgroup.net/wp-content/uploads/2025/02/Icon-Blue-EmergingTech.svg)Emerging Technology ![Image 17: Emerging Technology](https://opalgroup.net/wp-content/uploads/2025/02/Icon-White-EmergingTech.svg) Emerging Technology [Upcoming Events](http://opalgroup.net/conferences/#emerging-technology-group) The Emerging Technology division will delve into the opportunities and challenges posed by advancements in marketing, corporate governance, ethics, education, and eCommerce, providing a platform for industry leaders to collaborate, innovate, and navigate this rapidly evolving landscape. Through thought-provoking sessions, expert insights, and actionable strategies, our events aim to empower organizations to harness the potential of these technologies while addressing the complexities of implementation and ethical considerations. Corporate Governance & Ethics in the Age of AI 2026 February 3, 2026 - February 4, 2026 The Westin Alexandria Old Town, Alexandria, VA February 3, 2026 - February 4, 2026 The Westin Alexandria Old Town, Alexandria, VA Corporate Governance & Ethics in the Age of AI 2026 [Register now](https://opalgroup.net/conference/corporate-governance-and-ethics-in-the-age-of-ai-2026/#registration-table-parent)[Event details](https://opalgroup.net/conference/corporate-governance-and-ethics-in-the-age-of-ai-2026/) Transforming Healthcare with Emerging Technologies 2025 October 14, 2025 - October 15, 2025 Nashville, TN October 14, 2025 - October 15, 2025 Nashville, TN Transforming Healthcare with Emerging Technologies 2025 [Register now](https://opalgroup.net/conference/transforming-healthcare-with-emerging-technologies-2025/#registration-table-parent)[Event details](https://opalgroup.net/conference/transforming-healthcare-with-emerging-technologies-2025/) Edu-Tech Facilities 2025 October 19, 2025 - October 21, 2025 The Westin Rancho Mirage Golf Resort & Spa, Palm Springs, CA October 19, 2025 - October 21, 2025 The Westin Rancho Mirage Golf Resort & Spa, Palm Springs, CA Edu-Tech Facilities 2025 [Register now](https://opalgroup.net/conference/edu-tech-facilities-2025-2/#registration-table-parent)[Event details](https://opalgroup.net/conference/edu-tech-facilities-2025-2/) Edu-Tech / Edu-Tech Academics 2025 November 2, 2025 - November 4, 2025 Dallas, TX November 2, 2025 - November 4, 2025 Dallas, TX Edu-Tech / Edu-Tech Academics 2025 [Register now](https://opalgroup.net/conference/edu-tech-edu-tech-academics-2025-2/#registration-table-parent)[Event details](https://opalgroup.net/conference/edu-tech-edu-tech-academics-2025-2/) Creativity in the Age of Emerging Technology 2025 December 9, 2025 - December 10, 2025 USC, Los Angeles, CA December 9, 2025 - December 10, 2025 USC, Los Angeles, CA Creativity in the Age of Emerging Technology 2025 [Register now](https://opalgroup.net/conference/creativity-in-the-age-of-emerging-technology-2025/#registration-table-parent)[Event details](https://opalgroup.net/conference/creativity-in-the-age-of-emerging-technology-2025/) Corporate Governance & Ethics in the Age of AI 2026 February 3, 2026 - February 4, 2026 The Westin Alexandria Old Town, Alexandria, VA February 3, 2026 - February 4, 2026 The Westin Alexandria Old Town, Alexandria, VA Corporate Governance & Ethics in the Age of AI 2026 [Register now](https://opalgroup.net/conference/corporate-governance-and-ethics-in-the-age-of-ai-2026/#registration-table-parent)[Event details](https://opalgroup.net/conference/corporate-governance-and-ethics-in-the-age-of-ai-2026/) Transforming Healthcare with Emerging Technologies 2025 October 14, 2025 - October 15, 2025 Nashville, TN October 14, 2025 - October 15, 2025 Nashville, TN Transforming Healthcare with Emerging Technologies 2025 [Register now](https://opalgroup.net/conference/transforming-healthcare-with-emerging-technologies-2025/#registration-table-parent)[Event details](https://opalgroup.net/conference/transforming-healthcare-with-emerging-technologies-2025/) ![Image 18: logo](https://opalgroup.net/wp-content/uploads/2025/01/Icon-Blue-Energy.svg)Energy ![Image 19: Energy](https://opalgroup.net/wp-content/uploads/2025/01/Icon-White-Energy.svg) Energy [Upcoming Events](http://opalgroup.net/conferences/#energy-group) Opal Group's Energy division delivers premier conferences tailored for executives and decision-makers from top electric utilities, power producers, market operators, and government agencies. Our programming spans critical topics such as grid investments, policies and regulations, and cutting-edge emerging technologies. Beneficial Electrification Summit: Transportation & Buildings 2025 November 20, 2025 New York, NY November 20, 2025 New York, NY Beneficial Electrification Summit: Transportation & Buildings 2025 [Register now](https://opalgroup.net/conference/beneficial-electrification-summit-2025/#registration-table-parent)[Event details](https://opalgroup.net/conference/beneficial-electrification-summit-2025/) Energy Policy & Regulatory Affairs Summit 2025 October 14, 2025 Latham & Watkins DC Office, Washington, DC October 14, 2025 Latham & Watkins DC Office, Washington, DC Energy Policy & Regulatory Affairs Summit 2025 [Register now](https://opalgroup.net/conference/energy-policy-and-regulatory-affairs-summit-2025/#registration-table-parent)[Event details](https://opalgroup.net/conference/energy-policy-and-regulatory-affairs-summit-2025/) Beneficial Electrification Summit: Transportation & Buildings 2025 November 20, 2025 New York, NY November 20, 2025 New York, NY Beneficial Electrification Summit: Transportation & Buildings 2025 [Register now](https://opalgroup.net/conference/beneficial-electrification-summit-2025/#registration-table-parent)[Event details](https://opalgroup.net/conference/beneficial-electrification-summit-2025/) Energy Policy & Regulatory Affairs Summit 2025 October 14, 2025 Latham & Watkins DC Office, Washington, DC October 14, 2025 Latham & Watkins DC Office, Washington, DC Energy Policy & Regulatory Affairs Summit 2025 [Register now](https://opalgroup.net/conference/energy-policy-and-regulatory-affairs-summit-2025/#registration-table-parent)[Event details](https://opalgroup.net/conference/energy-policy-and-regulatory-affairs-summit-2025/) ![Image 20: logo](https://opalgroup.net/wp-content/uploads/2016/03/facilities_home_logo.svg)Facilities ![Image 21: Facilities](https://opalgroup.net/wp-content/uploads/2016/03/Facilities_Icon_44x44-1.svg) Facilities [Upcoming Events](http://opalgroup.net/conferences/#facilities-group) Opal Group's Summits division produces invitation-only strategy forums for senior administrators to collaborate and share best practices in smaller, more focused sessions, unlike a typical conference or trade show model. Areas of programming include Architecture, Interior Design, Construction, and Facilities in the following verticals: Commercial, Education, Healthcare, Multi-Family, Research/Laboratories, Hospitality, Senior Living, and Sports. Assisted & Senior Living Environments 2025 December 7, 2025 - December 9, 2025 San Diego CA December 7, 2025 - December 9, 2025 San Diego CA Assisted & Senior Living Environments 2025 [Register now](https://opalgroup.net/conference/assisted-senior-living-environments-2025/#registration-table-parent)[Event details](https://opalgroup.net/conference/assisted-senior-living-environments-2025/) Campus Facilities Summit 2025 October 19, 2025 - October 21, 2025 The Westin Rancho Mirage Golf Resort & Spa, Palm Springs, CA October 19, 2025 - October 21, 2025 The Westin Rancho Mirage Golf Resort & Spa, Palm Springs, CA Campus Facilities Summit 2025 [Register now](https://opalgroup.net/conference/campus-facilities-summit-2025/#registration-table-parent)[Event details](https://opalgroup.net/conference/campus-facilities-summit-2025/) Edu-Tech Facilities 2025 October 19, 2025 - October 21, 2025 The Westin Rancho Mirage Golf Resort & Spa, Palm Springs, CA October 19, 2025 - October 21, 2025 The Westin Rancho Mirage Golf Resort & Spa, Palm Springs, CA Edu-Tech Facilities 2025 [Register now](https://opalgroup.net/conference/edu-tech-facilities-2025-2/#registration-table-parent)[Event details](https://opalgroup.net/conference/edu-tech-facilities-2025-2/) Labs & Research Facilities Summit 2025 October 19, 2025 - October 21, 2025 The Westin Rancho Mirage Golf Resort & Spa, Palm Springs, CA October 19, 2025 - October 21, 2025 The Westin Rancho Mirage Golf Resort & Spa, Palm Springs, CA Labs & Research Facilities Summit 2025 [Register now](https://opalgroup.net/conference/labs-research-facilities-summit-2025/#registration-table-parent)[Event details](https://opalgroup.net/conference/labs-research-facilities-summit-2025/) Edu-Tech / Edu-Tech Academics 2025 November 2, 2025 - November 4, 2025 Dallas, TX November 2, 2025 - November 4, 2025 Dallas, TX Edu-Tech / Edu-Tech Academics 2025 [Register now](https://opalgroup.net/conference/edu-tech-edu-tech-academics-2025-2/#registration-table-parent)[Event details](https://opalgroup.net/conference/edu-tech-edu-tech-academics-2025-2/) Assisted & Senior Living Environments 2025 December 7, 2025 - December 9, 2025 San Diego CA December 7, 2025 - December 9, 2025 San Diego CA Assisted & Senior Living Environments 2025 [Register now](https://opalgroup.net/conference/assisted-senior-living-environments-2025/#registration-table-parent)[Event details](https://opalgroup.net/conference/assisted-senior-living-environments-2025/) Campus Facilities Summit 2025 October 19, 2025 - October 21, 2025 The Westin Rancho Mirage Golf Resort & Spa, Palm Springs, CA October 19, 2025 - October 21, 2025 The Westin Rancho Mirage Golf Resort & Spa, Palm Springs, CA Campus Facilities Summit 2025 [Register now](https://opalgroup.net/conference/campus-facilities-summit-2025/#registration-table-parent)[Event details](https://opalgroup.net/conference/campus-facilities-summit-2025/) ![Image 22: logo](https://opalgroup.net/wp-content/uploads/2016/03/finance_home_logo.svg)Finance ![Image 23: Finance](https://opalgroup.net/wp-content/uploads/2016/03/Finance_Icon_44x36.svg) Finance [Upcoming Events](http://opalgroup.net/conferences/#finance-group) The Opal Finance division produces leading institutional investment conferences globally. These events are designed for High-Net-Worth Individuals and executives in Corporate Pension Funds, Endowments, Public Funds, Family Offices, Foundations, Taft-Hartley Funds, Financial Planning Firms, 401 (k) Plans, Investment Consultancies, Hedge Funds, Investment Banks, Brokerage Firms, Law Firms and Accounting Firms. European Private Credit & ABF Summit 2025 October 6, 2025 London Marriott Hotel Grosvenor Square, London, UK October 6, 2025 London Marriott Hotel Grosvenor Square, London, UK European Private Credit & ABF Summit 2025 [Register now](https://opalgroup.net/conference/european-private-credit-and-abf-summit-2025/#registration-table-parent)[Event details](https://opalgroup.net/conference/european-private-credit-and-abf-summit-2025/) Family Office & Private Wealth Legacy Summit 2025 August 26, 2025 - August 27, 2025 Parrish Art Museum, Water Mill, NY August 26, 2025 - August 27, 2025 Parrish Art Museum, Water Mill, NY Family Office & Private Wealth Legacy Summit 2025 [Register now](https://opalgroup.net/conference/family-office-private-wealth-legacy-summit-2025/#registration-table-parent)[Event details](https://opalgroup.net/conference/family-office-private-wealth-legacy-summit-2025/) CTA Summit 2025 September 11, 2025 Union League Club of Chicago, Chicago, IL September 11, 2025 Union League Club of Chicago, Chicago, IL CTA Summit 2025 [Register now](https://opalgroup.net/conference/cta-summit-2025/#registration-table-parent)[Event details](https://opalgroup.net/conference/cta-summit-2025/) Celebrating Women in Structured Finance Summit 2025 September 16, 2025 Cadwalader, Wickersham & Taft LLP, New York, NY September 16, 2025 Cadwalader, Wickersham & Taft LLP, New York, NY Celebrating Women in Structured Finance Summit 2025 [Register now](https://opalgroup.net/conference/celebrating-women-in-structured-finance-summit-2025-ny/#registration-table-parent)[Event details](https://opalgroup.net/conference/celebrating-women-in-structured-finance-summit-2025-ny/) Private Credit Summit NYC 2025 September 30, 2025 Clifford Chance US, Two Manhattan West, New York, NY September 30, 2025 Clifford Chance US, Two Manhattan West, New York, NY Private Credit Summit NYC 2025 [Register now](https://opalgroup.net/conference/private-credit-summit-nyc-2025/#registration-table-parent)[Event details](https://opalgroup.net/conference/private-credit-summit-nyc-2025/) European Private Credit & ABF Summit 2025 October 6, 2025 London Marriott Hotel Grosvenor Square, London, UK October 6, 2025 London Marriott Hotel Grosvenor Square, London, UK European Private Credit & ABF Summit 2025 [Register now](https://opalgroup.net/conference/european-private-credit-and-abf-summit-2025/#registration-table-parent)[Event details](https://opalgroup.net/conference/european-private-credit-and-abf-summit-2025/) Family Office & Private Wealth Legacy Summit 2025 August 26, 2025 - August 27, 2025 Parrish Art Museum, Water Mill, NY August 26, 2025 - August 27, 2025 Parrish Art Museum, Water Mill, NY Family Office & Private Wealth Legacy Summit 2025 [Register now](https://opalgroup.net/conference/family-office-private-wealth-legacy-summit-2025/#registration-table-parent)[Event details](https://opalgroup.net/conference/family-office-private-wealth-legacy-summit-2025/) ![Image 24: logo](https://opalgroup.net/wp-content/uploads/2025/07/Icon-Blue-Healthcare.svg)Healthcare ![Image 25: Healthcare](https://opalgroup.net/wp-content/uploads/2025/07/Icon-White-Healthcare.svg) Healthcare [Upcoming Events](http://opalgroup.net/conferences/#healthcare-group) Opal Group's Healthcare division coordinates premier conferences designed for executives and decision-makers from leading organizations and institutions. Areas of programming include Healthcare Facilities, Labs, Experience, and Nursing. Healthcare Environments 2025 December 7, 2025 - December 9, 2025 San Diego, CA December 7, 2025 - December 9, 2025 San Diego, CA Healthcare Environments 2025 [Register now](https://opalgroup.net/conference/healthcare-environments-2025/#registration-table-parent)[Event details](https://opalgroup.net/conference/healthcare-environments-2025/) Chief Nursing Officer Summit Fall 2025 September 28, 2025 - September 30, 2025 Hyatt Regency Portland, Portland, OR September 28, 2025 - September 30, 2025 Hyatt Regency Portland, Portland, OR Chief Nursing Officer Summit Fall 2025 [Register now](https://opalgroup.net/conference/chief-nursing-officer-summit-2025-2/#registration-table-parent)[Event details](https://opalgroup.net/conference/chief-nursing-officer-summit-2025-2/) Patient Experience Officer Summit Fall 2025 September 28, 2025 - September 30, 2025 Hyatt Regency Portland, Portland, OR September 28, 2025 - September 30, 2025 Hyatt Regency Portland, Portland, OR Patient Experience Officer Summit Fall 2025 [Register now](https://opalgroup.net/conference/patient-experience-officer-summit-2025-2/#registration-table-parent)[Event details](https://opalgroup.net/conference/patient-experience-officer-summit-2025-2/) Transforming Healthcare with Emerging Technologies 2025 October 14, 2025 - October 15, 2025 Nashville, TN October 14, 2025 - October 15, 2025 Nashville, TN Transforming Healthcare with Emerging Technologies 2025 [Register now](https://opalgroup.net/conference/transforming-healthcare-with-emerging-technologies-2025/#registration-table-parent)[Event details](https://opalgroup.net/conference/transforming-healthcare-with-emerging-technologies-2025/) Labs & Research Facilities Summit 2025 October 19, 2025 - October 21, 2025 The Westin Rancho Mirage Golf Resort & Spa, Palm Springs, CA October 19, 2025 - October 21, 2025 The Westin Rancho Mirage Golf Resort & Spa, Palm Springs, CA Labs & Research Facilities Summit 2025 [Register now](https://opalgroup.net/conference/labs-research-facilities-summit-2025/#registration-table-parent)[Event details](https://opalgroup.net/conference/labs-research-facilities-summit-2025/) Healthcare Environments 2025 December 7, 2025 - December 9, 2025 San Diego, CA December 7, 2025 - December 9, 2025 San Diego, CA Healthcare Environments 2025 [Register now](https://opalgroup.net/conference/healthcare-environments-2025/#registration-table-parent)[Event details](https://opalgroup.net/conference/healthcare-environments-2025/) Chief Nursing Officer Summit Fall 2025 September 28, 2025 - September 30, 2025 Hyatt Regency Portland, Portland, OR September 28, 2025 - September 30, 2025 Hyatt Regency Portland, Portland, OR Chief Nursing Officer Summit Fall 2025 [Register now](https://opalgroup.net/conference/chief-nursing-officer-summit-2025-2/#registration-table-parent)[Event details](https://opalgroup.net/conference/chief-nursing-officer-summit-2025-2/) ![Image 26: logo](https://opalgroup.net/wp-content/uploads/2018/07/HRicon-blue.svg)Human Resources ![Image 27: Human Resources](https://opalgroup.net/wp-content/uploads/2018/07/HRicon-white-thick.svg) Human Resources [Upcoming Events](http://opalgroup.net/conferences/#human-resources-group) Opal Group's Human Resources division coordinates premier conferences designed for executives and decision makers from leading enterprise organizations. Areas of programming include human resources, learning & development and talent management. People Development Executive Summit 2026 February 9, 2026 - February 11, 2026 New Orleans, LA February 9, 2026 - February 11, 2026 New Orleans, LA People Development Executive Summit 2026 [Register now](https://opalgroup.net/conference/people-development-executive-summit-2026/#registration-table-parent)[Event details](https://opalgroup.net/conference/people-development-executive-summit-2026/) HR Leadership & Wellness Executive Summit 2025 October 12, 2025 - October 14, 2025 JW Marriott Atlanta Buckhead, Atlanta, GA October 12, 2025 - October 14, 2025 JW Marriott Atlanta Buckhead, Atlanta, GA HR Leadership & Wellness Executive Summit 2025 [Register now](https://opalgroup.net/conference/hr-leadership-wellness-executive-summit-2025-2/#registration-table-parent)[Event details](https://opalgroup.net/conference/hr-leadership-wellness-executive-summit-2025-2/) Culture & Engagement Executive Summit 2025 October 12, 2025 - October 14, 2025 JW Marriott Atlanta Buckhead, Atlanta, GA October 12, 2025 - October 14, 2025 JW Marriott Atlanta Buckhead, Atlanta, GA Culture & Engagement Executive Summit 2025 [Register now](https://opalgroup.net/conference/culture-engagement-executive-summit-2025-2/#registration-table-parent)[Event details](https://opalgroup.net/conference/culture-engagement-executive-summit-2025-2/) People Development Executive Summit 2025 November 9, 2025 - November 11, 2025 Dallas, TX November 9, 2025 - November 11, 2025 Dallas, TX People Development Executive Summit 2025 [Register now](https://opalgroup.net/conference/people-development-executive-summit-2025-3/#registration-table-parent)[Event details](https://opalgroup.net/conference/people-development-executive-summit-2025-3/) Talent Intelligence Executive Summit 2025 ft. Talent Acquisition November 9, 2025 - November 11, 2025 Dallas, TX November 9, 2025 - November 11, 2025 Dallas, TX Talent Intelligence Executive Summit 2025 ft. Talent Acquisition [Register now](https://opalgroup.net/conference/talent-intelligence-executive-summit-2025-ft-talent-acquisition/#registration-table-parent)[Event details](https://opalgroup.net/conference/talent-intelligence-executive-summit-2025-ft-talent-acquisition/) People Development Executive Summit 2026 February 9, 2026 - February 11, 2026 New Orleans, LA February 9, 2026 - February 11, 2026 New Orleans, LA People Development Executive Summit 2026 [Register now](https://opalgroup.net/conference/people-development-executive-summit-2026/#registration-table-parent)[Event details](https://opalgroup.net/conference/people-development-executive-summit-2026/) HR Leadership & Wellness Executive Summit 2025 October 12, 2025 - October 14, 2025 JW Marriott Atlanta Buckhead, Atlanta, GA October 12, 2025 - October 14, 2025 JW Marriott Atlanta Buckhead, Atlanta, GA HR Leadership & Wellness Executive Summit 2025 [Register now](https://opalgroup.net/conference/hr-leadership-wellness-executive-summit-2025-2/#registration-table-parent)[Event details](https://opalgroup.net/conference/hr-leadership-wellness-executive-summit-2025-2/) ![Image 28: logo](https://opalgroup.net/wp-content/uploads/2020/03/Webinar-Icon-Blue-Home.svg)Webinars / Virtual ![Image 29: Webinars / Virtual](https://opalgroup.net/wp-content/uploads/2020/03/Webinar-Icon-White-Slider.svg) Webinars / Virtual [Upcoming Events](http://opalgroup.net/conferences/#webinars-virtual) As organizations adapt to an ever changing digital business environment, webinars and virtual conferences are playing a crucial role for companies to stay in the forefront of their respective industries. 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Please see our privacy policy for details and any questions.[Yes](http://opalgroup.net/#)[No](http://opalgroup.net/#) Links/Buttons: - [](https://www.linkedin.com/company/opal-financial-group) - [Conferences](https://opalgroup.net/conferences/) - [All Divisions](http://opalgroup.net/conferences/#all-divisions) - [Finance](http://opalgroup.net/conferences/#finance-group) - [Facilities](http://opalgroup.net/conferences/#facilities-group) - [Human Resources](https://blog.opalgroup.net/hrevents/) - [Healthcare](https://opalgroup.net/conferences/#healthcare-group) - [Emerging Technology](https://opalgroup.net/conferences/#emerging-technology-group) - [Energy](http://opalgroup.net/conferences/#energy-group) - [On Demand](https://opalgroup.net/on-demand/) - [Request Information](http://opalgroup.net/request-info/#Request-Information) - [Sponsorship](http://opalgroup.net/request-info/#Sponsorship) - [Mailing List](http://opalgroup.net/request-info/#Mailing-list) - [Partnership](http://opalgroup.net/request-info/#Partnership) - [Suggest a Speaker](https://opalgroup.net/suggest-speaker/) - [Blog](https://blog.opalgroup.net/) - [Gallery](https://blog.opalgroup.net/gallery/) - [About Us](https://opalgroup.net/about-us/) - [Contact Us](https://opalgroup.net/contact-us/) - [Register now](https://opalgroup.net/conference/talent-intelligence-executive-summit-2025-ft-talent-acquisition/#registration-table-parent) - [Event details](https://opalgroup.net/conference/talent-intelligence-executive-summit-2025-ft-talent-acquisition/) - [Upcoming Events](https://opalgroup.net/conferences/#webinars-virtual) - [feedback@opalgroup.net](mailto:feedback@opalgroup.net) - [(212) 532-9898](tel:(212) 532-9898) - [(212) 532-7151](fax:(212) 532-7151) - [Read More](https://opalgroup.net/privacy/) - [Policies](https://opalgroup.net/policies/) - [FAQ](https://opalgroup.net/faq/) - [Careers](https://opalgroup.applytojob.com/apply/) - [Yes](https://opalgroup.net/#) Edu-Tech and Edu-Tech Academics Summit Fall 2025

Edu-Tech and Edu-Tech Academics Summit Fall 2025

Nov 2 – 4, 2025

TBA

Dallas, United States

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Request Information - Opal Group =============== [![Image 3: logo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/logo.svg)](http://opalgroup.net/) * [![Image 4](https://opalgroup.net/wp-content/uploads/2016/03/Home-Page-21x19.svg)Home](https://opalgroup.net/) * [Conferences](https://opalgroup.net/conferences/) * [![Image 5](https://opalgroup.net/wp-content/uploads/2020/04/All-Division-Icon-Black.svg)All Divisions](http://opalgroup.net/conferences/#all-divisions) * [![Image 6](https://opalgroup.net/wp-content/uploads/2016/03/Finance-16x13.svg)Finance](http://opalgroup.net/conferences/#finance-group) * [![Image 7](https://opalgroup.net/wp-content/uploads/2016/03/Facilities-15x15.svg)Facilities](http://opalgroup.net/conferences/#facilities-group) * [![Image 8](https://opalgroup.net/wp-content/uploads/2018/07/HRicon-black.svg)Human Resources](https://blog.opalgroup.net/hrevents/) * [![Image 9](https://opalgroup.net/wp-content/uploads/2025/07/Icon-Black-Healthcare.svg)Healthcare](https://opalgroup.net/conferences/#healthcare-group) * [![Image 10](https://opalgroup.net/wp-content/uploads/2025/02/Icon-Black-EmergingTech.svg)Emerging Technology](https://opalgroup.net/conferences/#emerging-technology-group) * [![Image 11](https://opalgroup.net/wp-content/uploads/2025/01/Icon-Black-Energy.svg)Energy](http://opalgroup.net/conferences/#energy-group) * [On Demand](https://opalgroup.net/on-demand/) * [Request Information](http://#) * [![Image 12](https://opalgroup.net/wp-content/uploads/2016/03/icons-information-01.svg)Request Information](http://opalgroup.net/request-info/#Request-Information) * [![Image 13](https://opalgroup.net/wp-content/uploads/2016/03/Sponsorship-Icon-20x19.svg)Sponsorship](http://opalgroup.net/request-info/#Sponsorship) * [![Image 14](https://opalgroup.net/wp-content/uploads/2016/03/Mailing-list-Icon-23x14.svg)Mailing List](http://opalgroup.net/request-info/#Mailing-list) * [![Image 15](https://opalgroup.net/wp-content/uploads/2016/03/Partnerships-Icon-26x16.svg)Partnership](http://opalgroup.net/request-info/#Partnership) * [Suggest a Speaker](https://opalgroup.net/suggest-speaker/) * [Blog](https://blog.opalgroup.net/) * [Gallery](https://blog.opalgroup.net/gallery/) * [About Us](https://opalgroup.net/about-us/) * [Contact Us](https://opalgroup.net/contact-us/) [Register](http://opalgroup.net/conferences/#all-divisions) * [](https://twitter.com/opal_group) * [](https://www.linkedin.com/company/opal-financial-group) Request Information =================== We are happy to help you learn more about our conferences. 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[x] Waterproofing * - [x] Wifi /Wireless * - [x] Window Treatments * - [x] Windows * - [x] Wood * - [x] Workflow Automation Tools * - [x] Workplace Technologies ### Select Conference Interests * - [x] Assisted & Senior Living Environments * - [x] Campus Athletics Facilities Summit * - [x] Campus Facilities Summit * - [x] Edu-Tech * - [x] Edu-Tech Academics * - [x] Edu-Tech Facilities * - [x] K-12 Athletics Facilities Summit * - [x] Opal Group SpArc * - [x] Opal Group SpArc Interiors * - [x] Pro Sports & Entertainment Facilities Summit * - [x] Healthcare Environments * - [x] Hospitality & Restaurant Environments * - [x] Labs & Research Facilities Summit Submit ### Select Your Organization Type: * - [x] Academia * - [x] Automation Service * - [x] Business Development * - [x] Business Service * - [x] Construction * - [x] Consulting * - [x] Contract Manufacturing Organizations * - [x] Contract Packagers * - [x] Contract Pharmaceutical Organizations * - [x] Engineering * - [x] Government * - [x] Healthcare * - [x] Hospital * - [x] Hospital Administrator * - [x] Laboratory * - [x] Laboratory Instrument, Calibration, and Repair * - [x] Laboratory Waste Management * - [x] Medical Device Manufacturer * - [x] Packaging * - [x] Packaging Labelers * - [x] Pharmaceutical Manufacturer * - [x] Physician * - [x] Product Commercialization * - [x] Product Development * - [x] Professional Search and Recruiting * - [x] Public Relations * - [x] Purchasing Manager * - [x] Quality Assurance & Regulatory Assurance * - [x] Regulatory / Compliance Consultant * - [x] Regulatory/Compliance Buy Side * - [x] Research * - [x] Research & Development * - [x] Sales * - [x] Service Provider * - [x] Software Provider * - [x] Testing Service ### Select Other Special Interests * - [x] Coding * - [x] Collaborative Care * - [x] Compliance * - [x] Education * - [x] Engineering * - [x] Financial Management * - [x] Fraud & Abuse * - [x] Health IT * - [x] Hospital * - [x] Marketing & Enrollment * - [x] Medicaid * - [x] Medical Devices * - [x] Medical Homes * - [x] Medicare Advantage * - [x] Operations * - [x] Packaging * - [x] Payments * - [x] Pharmaceuticals * - [x] Policy and Government * - [x] Retiree Group * - [x] Revenue Management * - [x] Special Needs Plan ### Select Conference Interests * - [x] Chief Nursing Officer Summit * - [x] Healthcare Environments * - [x] Patient Experience Officer Summit * - [x] Labs and Research Facilities Summit Submit ### Select Your Organization Type: * - [x] ABCP/SIV * - [x] ABS * - [x] ABS Banker * - [x] ABS Investor * - [x] ABS Issuer * - [x] ABS Syndicate * - [x] ABS Trader * - [x] ABS Trustee * - [x] ABS Underwriter * - [x] ABS Vendor * - [x] Academic * - [x] Accounting/CPA Firm * - [x] Actuarial Firm * - [x] Administrative Services * - [x] Advisor * - [x] Agriculture * - [x] Alternative Investments * - [x] Angel Group * - [x] Architectural Services * - [x] Asset Management * - [x] Asset Servicers * - [x] Association * - [x] Brokerage Firm * - [x] Business Products and Services * - 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[x] ETFs * - [x] European Markets * - [x] Family Office * - [x] Fiduciary Responsibility * - [x] Fixed Income * - [x] Foreign Exchange * - [x] Fund of Funds * - [x] Funds * - [x] Global * - [x] Hedge Funds * - [x] High Net Worth * - [x] Home Equity * - [x] Housing * - [x] Impact Investing * - [x] Indexing * - [x] Institutional Investors * - [x] Intellectual Property * - [x] Investment Management * - [x] Latin America * - [x] Leveraged Finance * - [x] Market Neutral * - [x] Marketplace Lending * - [x] Mergers / Acquisitions * - [x] Money Markets * - [x] Mortgage Backed Securities * - [x] Mortgages * - [x] Payments * - [x] Pension Funds * - [x] Private Equity * - [x] Public Funds * - [x] Real Assets * - [x] Real Estate * - [x] REITs * - [x] RIA * - [x] RMBS * - [x] Securities * - [x] Service Provider * - [x] Structured Credit * - [x] Structured Finance * - [x] Structured Products * - [x] US Markets * - [x] Venture Capital ### Select Conference Interests * - [x] ABS & Fintech Specialty Finance Forum * - [x] AI-Tech Investing Forum * - [x] Alternative Investing Summit * - [x] CLO Summit * - [x] Emerging Managers Summit * - [x] Endowment & Foundation Forum * - [x] ESG and Impact Investing Forum * - [x] European CLO Summit * - [x] European Private Wealth Summit * - [x] Family Office & Private Wealth Management Forum * - [x] Family Office & Private Wealth Management Forum - West * - [x] Family Office Winter Forum * - [x] Family Office & Private Wealth Legacy Summit * - [x] Grid Investment Summit * - [x] Investment Education Symposium * - [x] Private Markets Investment Forum * - [x] Innovations in Lending, Alternative Financing, Fintech & Private Credit Summit * - [x] Opal Exchange * - [x] Opal Exchange Europe * - [x] Opportunity Zones Forum * - [x] Public Funds Summit East * - [x] Public Funds Summit * - [x] Real Estate Investment Summit * - [x] Innovations in Media, Entertainment, Gaming & Web 3.0 Forum * - [x] Celebrating Women in Structured Finance Summit Submit ### Select Your Organization Type: * - [x] Grid Investment Summit * - [x] Energy Policy & Regulatory Update * - [x] RTO/ISO Market Summit * - [x] Transportation Electrification & the Grid * - [x] Building Electrification & the Grid * - [x] Commercial/Industrial Energy Demands Summit * - [x] DERs & the Grid * - [x] The Future of Nuclear and SMRs ### Select Other Special Interests * - [x] Wind * - [x] Solar * - [x] Battery Energy Storage Systems (BESS) * - [x] Carbon Capture & Storage * - [x] Geothermal * - [x] Hydro * - [x] Nuclear & SMRs * - [x] Oil * - [x] Gas * - [x] Coal * - [x] Interconnection * - [x] Policy & Regulatory Updates * - [x] RTO/ISO Markets * - [x] Transmission System * - [x] Distribution System * - [x] Substations * - [x] C&I Consumer Market * - [x] Data Centers * - [x] Residential Market * - [x] DERs * - [x] Microgrids * - [x] Transportation Electrification * - [x] Building Electrification * - [x] Reliability & Resiliency * - [x] Wildfires * - [x] Vegetation Management * - [x] System Hardening * - [x] Undergrounding * - [x] Digitization, Automation, & AI ### Select Conference Interests * - [x] Investor-Owned Utility * - [x] Municipal Utility * - [x] Cooperative Utility * - [x] Federal Government * - [x] State Government * - [x] Local Government * - [x] Market Operator: RTO/ISO * - [x] Independent Power Producer * - [x] Developer * - [x] Commercial or Industrial Energy Consumer * - [x] Auto OEM * - [x] Financier & Investor * - [x] Law Firm * - [x] Consulting Firm * - [x] Engineering Firm * - [x] Construction * - [x] Hardware Supplier * - [x] Software Provider * - [x] Hardware & Software Provider * - [x] EPC Submit ### Select Your Organization Type: * - [x] Technology & Software Firm * - [x] Financial Institution or Fintech Company * - [x] Healthcare & Life Sciences Organization * - [x] Media, Entertainment, & Creative Industry * - [x] Retail, eCommerce, & Consumer Brands * - [x] Manufacturing & Industrial Innovation * - [x] Energy, Utilities, & Sustainability-Focused Companies * - [x] Aerospace & Defense Industry * - [x] Telecommunications & Connectivity Providers * - [x] Real Estate & Smart Cities Development * - [x] Government Agency or Regulatory Body * - [x] Law Firm or Legal Consultancy * - [x] Defense & National Security Organizations * - [x] Venture Capital & Investment Firm * - [x] Startup or Emerging Tech Innovator * - [x] Academic Institution or Research Organization * - [x] STEM & Tech Workforce Development Programs * - [x] Nonprofit or Advocacy Organization * - [x] Diversity, Equity, and Inclusion (DEI) Organization ### Select Other Special Interests * - [x] C-Suite Leadership and Strategy * - [x] Digital Transformation and Innovation * - [x] Regulatory & Policy Insights * - [x] AI Ethics & Responsible Tech * - [x] Data Privacy & Protection * - [x] Fintech & Financial Regulations * - [x] Future of Work & Automation * - [x] Diversity & Inclusion in Tech * - [x] Startups & Venture Capital in Emerging Tech * - [x] Smart Cities & Urban Innovation * - [x] Metaverse & Extended Reality (XR) * - 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February 4, 2026 **187**days left [Register Now](https://opalgroup.net/conference/corporate-governance-and-ethics-in-the-age-of-ai-2026/#tabs-01-04) * [Tell a Friend](mailto:?subject=Corporate%20Governance%20%26%20Ethics%20in%20the%20Age%20of%20AI%202026&body=https://opalgroup.net/conference/corporate-governance-and-ethics-in-the-age-of-ai-2026/) * [Add to Calendar](https://opalgroup.net/conference/corporate-governance-and-ethics-in-the-age-of-ai-2026/#) * [Conference Details](https://opalgroup.net/conference/corporate-governance-and-ethics-in-the-age-of-ai-2026/#tabs-01-01) * [Hotel Information](https://opalgroup.net/conference/corporate-governance-and-ethics-in-the-age-of-ai-2026/#tabs-01-03) * [Registration & Sponsorship](https://opalgroup.net/conference/corporate-governance-and-ethics-in-the-age-of-ai-2026/#tabs-01-04) **_*Dates are subject to change_** ![Image 16](http://opalgroup.net/wp-content/uploads/2025/07/CGEAI-logo-300px.png) Explore the role of emerging technologies, including AI, blockchain, robotics, IoT, and automation, in shaping corporate governance and ethical decision-making. Sessions will delve into how these technologies influence boardroom decisions, transparency, risk management, and regulatory compliance, while addressing the ethical challenges businesses face in adopting and integrating these innovations. Attendees will learn how to implement responsible governance structures that promote accountability, fairness, and ethical standards across their organizations. **Request more information about attending, speaking, and sponsorship opportunities at [info@opalgroup.net](mailto:info@opalgroup.net).** ![Image 17](http://opalgroup.net/wp-content/uploads/2025/01/Photo-Boxes-generic.png) The world's leading companies attend Opal's Group events. --------------------------------------------------------- ![Image 18](http://opalgroup.net/wp-content/uploads/2025/04/CAAI-web-logos.jpg) ### We will be posting more speakers for this event soon. Current as of February 25, 2025 [](https://opalgroup.net/conference/corporate-governance-and-ethics-in-the-age-of-ai-2026/#) * [Wednesday, June 11, 2025](https://opalgroup.net/conference/corporate-governance-and-ethics-in-the-age-of-ai-2026/#tabs-small-01-1) * [Thursday, June 12, 2025](https://opalgroup.net/conference/corporate-governance-and-ethics-in-the-age-of-ai-2026/#tabs-small-01-2) * [Friday, June 13, 2025](https://opalgroup.net/conference/corporate-governance-and-ethics-in-the-age-of-ai-2026/#tabs-small-01-3) [](https://opalgroup.net/conference/corporate-governance-and-ethics-in-the-age-of-ai-2026/#) **Pre-Event Activities** 4:00 pm _Exclusive Screening:_**I Hope this Helps!** An award-winning documentary about the strange world of artificial intelligence, made with the help of Google’s first AI chatbot, Bard. **Featuring Q&A with the Film Producer, Daniel Freed, following the film** _Presented by_ Daniel Freed, **Film Producer** 6:30 pm**VIP Welcome Reception** 8:00 am**Registration and Networking Breakfast** 9:00 am**Keynote: Sensible Paths to Using AI to Unleash a Deep Tech Revolution** Slicing through the AI hype with a razor-sharp critique,Dan Goldin, former NASA Administrator,offers a no-nonsense guide for harnessing AI’s raw power to fuel genuine technological upheaval. It’s a manifesto for the discerning innovator, challenging the status quo and revealing how strategic AI will change the future. _Presented by_ Dan Goldin, NASA’s Longest-Tenured Administrator (1992-2001); Founder, **Cold Canyon** 10:00 am**The Regulatory Landscape for AI Compliance** Understand global AI regulations, data protection laws, and emerging standards. Gain insights into ensuring compliance with current and upcoming regulations. _Presented by_ Gene DeMaio, Head of Regulatory Services, **FINRA** Avani Desai, CEO, **Schellman** Heather Fischer, Social Impact & Human Rights Senior Advisor, **Thomson Reuters** Suzan Rose, Industry Consultant and Senior Advisor, **Government & Regulatory Affairs** 11:15 am**Track A: Mitigating Bias in AI Systems** Learn how to address fairness and equity in AI decision-making. This session will cover practical methods for identifying and reducing bias in algorithms. _Presented by_ Jax Scott, VP Cybersecurity and AI, **Pearson** Track B: **Fireside Chat: Human vs. Machine: The Future Workforce & The Power of Partnership** As AI and automation continue to reshape industries, the workforce of the future will not be defined by machines alone—but by the unique strengths only humans can bring. In this insightful fireside chat, Sudeep Kesh, Chief Innovation Officer at S&P Global Ratings, explores the critical balance between human intelligence and artificial intelligence and some of the points of harmony and conflict that arise. From emotional intelligence and empathy to adaptability and core problem-solving skills, discover why the most successful workplaces will harness the best of both worlds blending human ingenuity with AI-driven efficiency. How can professionals future-proof their careers in this evolving landscape? Join us for a thought-provoking discussion on the skills, strategies, and mindset needed to thrive in the age of AI. Sudeep Kesh, Chief Innovation Officer, **S&P Global Ratings** Elizabeth Ngonzi, Founder & CEO, **The International Social Impact Institute** 12:15 pm**Networking Lunch** 12:30 pm**Lunch Keynote | TBD** 1:30 pm Track A: **Workshop: The Future of AI & Prompt Engineering: Mastering Techniques and Analyzing Emerging Tools** As AI evolves, mastering prompt engineering is essential for optimizing performance and ensuring meaningful interactions. This in-depth workshop will provide a strong foundation in prompt design while also exploring cutting-edge AI models like DeepSeek. Participants will engage in hands-on exercises to refine their prompt strategies, analyze AI capabilities and limitations, and discuss the trajectory of AI advancements. Join us for an interactive session that blends practical expertise with forward-looking insights into the future of AI. _Presented by_ Julian Norton, Founder & CEO, **Plum.AI** **Track B: Harnessing Data Analytics in Compliance: Turning Insights in Action** Unlock the potential of data analytics to drive compliance innovation. Discover how actionable insights can improve regulatory adherence and decision-making. _Presented by_ Andrew McBride, Founder & CEO, **Integrity Bridge, LLC** Vince Walden, CEO, **Kona AI** 2:45 pm Track A: **Human-in-the-Loop: Balancing Automation with Oversight** Why It Matters: While AI continues to advance, it remains imperfect. Human expertise is essential to ensure ethical decision-making, mitigate risks, and enhance the reliability of automated systems. _Presented by_ Pat Poitevin, Co-Founder & Executive Director, **Canadian Centre of Excellence for Anti-Corruption (CCEAC)** **Track B: AI, Crypto, and Compliance: Navigating the Convergence of Innovation and Regulation** Discover how AI and cryptocurrency are transforming compliance landscapes and creating new challenges for regulatory oversight. This session will explore the intersection of these cutting-edge technologies, examining their potential for enhancing transparency, streamlining operations, and mitigating risks while addressing the unique compliance requirements they introduce. _Presented by_ David Adams, FinTech Partner, **Mintz** 4:00 pm**Navigating Complex Compliance Challenges with AI** As artificial intelligence continues to transform industries, organizations must navigate the ethical complexities of its development and deployment. This session will explore the key benefits AI offers in enhancing efficiency, decision-making, and innovation, while also addressing the critical challenges of bias, transparency, accountability, and regulatory compliance. Industry experts will discuss real-world case studies, ethical frameworks, and best practices for ensuring responsible AI use. Kristy Grant-Hart, CEO, **Spark Compliance** Olga Kozak Anlar, Compliance AI Lead, **Robinhood** Ben Schreiner, Head of Business Innovation, **Amazon Web Services** 5:15 pm**Networking Reception** Wrap up Day 1 with drinks and light bites while continuing the conversation in a relaxed setting. 8:00 am**Breakfast and Morning Networking** 9:00 am**Morning General |Holding for a “Responsible AI” Discussion with:** _Presented by_ Avani Desai, CEO, **Schellman** TBD, **OpenAI** TBD, **Scale AI** 10:10 am**Strategies for Building Business-Centric AI Governance Frameworks: Balancing Innovation, Ethics, and Compliance** Discover how to design and implement AI governance frameworks that align with business objectives while addressing ethical considerations and regulatory demands. This session provides actionable insights to help organizations foster innovation responsibly, navigate compliance challenges, and build trust in AI-driven initiatives. Dr. Camille Howard, Associate Director, Ethics & Compliance, **Carrier** Dr. Timothy Miller, Lead Compliance Officer, **Morgan Franklin** 11:10 am**Networking Break** 11:25 am Track A: **Whistleblower Protections in an AI-Driven World** Learn how AI enhances whistleblower protections by automating reporting processes and ensuring confidentiality while detecting unethical behavior. Mary Inman, Partner, **Whistleblower Partners** **Track B: Managing Cyber Risks with AI: Enhancing Threat Detection and Mitigation Strategies** Learn how AI-driven solutions improve cybersecurity by detecting, analyzing and mitigating threats in real-time to protect organizational assets. Douglas Brush, Interim CISO for Regulatory & Legal Compliance, **Brush Cybersecurity** Christopher Pogue, Director, **CyberCX US** 12:30 pm**Networking Lunch** 1:00 pm**Lunch Keynote| The Power of Intuitive AI: Transforming Workflows with Emerging Technology** 1:40 pm Track A: **TBD** Track B: **TBD** 2:30 pm**Networking Break** 2:45 pm**The Future of AI in Corporate Governance and Compliance** Examine how emerging AI technologies are shaping the future of compliance and governance frameworks, and learn how organizations can prepare for the road ahead _Presented by_ Erin K Preston, SVP, CCO and Anti-Money Laundering Compliance Officer, **Wedbush Securitites** Stan Yakoff, Founder, **RegTech Software** 3:30 pm**Event Concludes** ![Image 19: 4star](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/4star.svg) **The Westin Alexandria Old Town**400 Courthouse Square, Alexandria, Virginia, USA[](tel:) | | Standard Rate | | --- | --- | | Registration | $1,200 | | Government/Regulatory Official | $500 | | Sponsor Registration | Included in Sponsorship Package | Inclusive of all meals and activities. **Sponsorship, Exhibition & Speaking Opportunities**[212.532.9898](tel:212.532.9898)[info@opalgroup.net](mailto:info@opalgroup.net) [Sponsor this Event](https://opalgroup.net/request-info/#Sponsorship) * [Topics Will Include](https://opalgroup.net/conference/corporate-governance-and-ethics-in-the-age-of-ai-2026/#tabs-02-02) * Emerging Technologies and Corporate Governance: A New Era of Ethical Decision-Making * Building Ethical Frameworks for Emerging Technologies in Governance * The Role of Emerging Technologies in Boardroom Decision-Making * Regulatory Challenges and Compliance in the Age of Emerging Technologies * Addressing Bias and Fairness in Technology-Driven Decisions * Data Privacy and Security in the Era of Emerging Technologies * Emerging Technologies and Corporate Social Responsibility (CSR) * Governance of Autonomous Systems and Robotics * Enhancing ESG (Environmental, Social, and Governance) Reporting with Emerging Technologies * The Impact of Emerging Technologies on Corporate Culture and Ethics * Emerging Technologies in Crisis Management and Corporate Governance * The Future of Corporate Governance in an Increasingly Digital World * Technology-Driven Shareholder Relations and Corporate Transparency * Mergers, Acquisitions, and the Role of Technology in Corporate Governance * Whistleblower Protections in the Age of Emerging Technologies * Building a Robust Governance Structure for Emerging Technologies * Global Perspectives on Emerging Technologies and Corporate Governance * Closing Session: Navigating the Future: Strategies for Effective Governance in an Era of Emerging Technologies * Live and on-demand video panels/presentations with Q&A * Exhibit Hall with branded interactive booths * Live chatting options in sessions & lounge areas and private direct messaging to attendees for peer to peer networking * Zoom ‘Happy Hours’ for all conference attendees to connect * [Who Should Attend](https://opalgroup.net/conference/corporate-governance-and-ethics-in-the-age-of-ai-2026/#tabs-03-01) * Chief Executive Officers (CEOs) * Board Members * Chief Compliance Officers (CCOs) * Legal Counsel * Senior Executives from large corporations, regulatory bodies, and law firms ### **Investors vs. Managers / Service Providers** ### **Types of Investors** * [Media Partners](https://opalgroup.net/conference/corporate-governance-and-ethics-in-the-age-of-ai-2026/#tabs-04-08) * * * [Policies](https://opalgroup.net/policies/) * [FAQ](https://opalgroup.net/faq/) * [Privacy](https://opalgroup.net/privacy/) * [Careers](https://opalgroup.applytojob.com/apply/) * [](https://twitter.com/opal_group) * [](https://www.linkedin.com/company/opal-financial-group) [![Image 20: logo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/logo.svg)](https://opalgroup.net/) ©2025 Opal Group - All Rights Reserved. * [![Image 22: google](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/google-icon.png)](https://calendar.google.com/) * [![Image 23: outlook](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/outlook-icon.png)](https://calendar.live.com/) * [![Image 24: yahoo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/yahoo-icon.png)](https://calendar.yahoo.com/) × The link has been copied to clipboard. 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[Privacy](https://opalgroup.net/privacy/) - [Careers](https://opalgroup.applytojob.com/apply/) Transforming Healthcare with Emerging Technologies 2025 - October - Opal Group =============== [![Image 3: logo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/logo.svg)](https://opalgroup.net/) * [![Image 4](https://opalgroup.net/wp-content/uploads/2016/03/Home-Page-21x19.svg)Home](https://opalgroup.net/) * [Conferences](https://opalgroup.net/conferences/) * [![Image 5](https://opalgroup.net/wp-content/uploads/2020/04/All-Division-Icon-Black.svg)All Divisions](http://opalgroup.net/conferences/#all-divisions) * [![Image 6](https://opalgroup.net/wp-content/uploads/2016/03/Finance-16x13.svg)Finance](http://opalgroup.net/conferences/#finance-group) * [![Image 7](https://opalgroup.net/wp-content/uploads/2016/03/Facilities-15x15.svg)Facilities](http://opalgroup.net/conferences/#facilities-group) * [![Image 8](https://opalgroup.net/wp-content/uploads/2018/07/HRicon-black.svg)Human Resources](https://blog.opalgroup.net/hrevents/) * [![Image 9](https://opalgroup.net/wp-content/uploads/2025/07/Icon-Black-Healthcare.svg)Healthcare](https://opalgroup.net/conferences/#healthcare-group) * [![Image 10](https://opalgroup.net/wp-content/uploads/2025/02/Icon-Black-EmergingTech.svg)Emerging Technology](https://opalgroup.net/conferences/#emerging-technology-group) * [![Image 11](https://opalgroup.net/wp-content/uploads/2025/01/Icon-Black-Energy.svg)Energy](http://opalgroup.net/conferences/#energy-group) * [On Demand](https://opalgroup.net/on-demand/) * [Request Information](http://#) * [![Image 12](https://opalgroup.net/wp-content/uploads/2016/03/icons-information-01.svg)Request Information](http://opalgroup.net/request-info/#Request-Information) * [![Image 13](https://opalgroup.net/wp-content/uploads/2016/03/Sponsorship-Icon-20x19.svg)Sponsorship](http://opalgroup.net/request-info/#Sponsorship) * [![Image 14](https://opalgroup.net/wp-content/uploads/2016/03/Mailing-list-Icon-23x14.svg)Mailing List](http://opalgroup.net/request-info/#Mailing-list) * [![Image 15](https://opalgroup.net/wp-content/uploads/2016/03/Partnerships-Icon-26x16.svg)Partnership](http://opalgroup.net/request-info/#Partnership) * [Suggest a Speaker](https://opalgroup.net/suggest-speaker/) * [Blog](https://blog.opalgroup.net/) * [Gallery](https://blog.opalgroup.net/gallery/) * [About Us](https://opalgroup.net/about-us/) * [Contact Us](https://opalgroup.net/contact-us/) [Register](http://opalgroup.net/conferences/#all-divisions) * [](https://twitter.com/opal_group) * [](https://www.linkedin.com/company/opal-financial-group) Transforming Healthcare with Emerging Technologies 2025 ======================================================= Nashville, TN October 14, 2025 - October 15, 2025 **75**days left [Register Now](https://opalgroup.net/conference/transforming-healthcare-with-emerging-technologies-2025/#tabs-01-04) * [Tell a Friend](mailto:?subject=Transforming%20Healthcare%20with%20Emerging%20Technologies%202025&body=https://opalgroup.net/conference/transforming-healthcare-with-emerging-technologies-2025/) * [Add to Calendar](https://opalgroup.net/conference/transforming-healthcare-with-emerging-technologies-2025/#) * [Conference Details](https://opalgroup.net/conference/transforming-healthcare-with-emerging-technologies-2025/#tabs-01-01) * [Speakers & Agenda](https://opalgroup.net/conference/transforming-healthcare-with-emerging-technologies-2025/#tabs-01-02) * [Registration & Sponsorship](https://opalgroup.net/conference/transforming-healthcare-with-emerging-technologies-2025/#tabs-01-04) ![Image 16](http://opalgroup.net/wp-content/uploads/2025/05/thwet-logo400px.png) Explore the transformative role of emerging technologies in healthcare, including advancements in AI, robotics, blockchain, wearable devices, and more. This conference will examine the impact of these innovations on diagnostics, personalized medicine, treatment planning, and patient care while addressing the ethical, regulatory, and operational challenges of integrating these technologies into healthcare systems. **Mission Statement** The Transforming Healthcare with Emerging Technologies Conference is committed to advancing healthcare innovation while critically examining the complex impact of emerging technologies including AI, robotics, blockchain, and wearable devices on the medical system. Our mission is to foster meaningful dialogue across disciplines to explore how these tools can revolutionize diagnostics, personalize treatment, and improve patient care. At the same time, we aim to confront the ethical, regulatory, and operational challenges these technologies pose, such as data privacy risks, health equity concerns, and systemic disruption, to ensure their integration strengthens, rather than strains, our healthcare infrastructure. Request more information about attending, speaking, and sponsorship opportunities at [info@opalgroup.net](mailto:info@opalgroup.net). ![Image 17](http://opalgroup.net/wp-content/uploads/2025/04/Photo-Boxes-CAAI.png) The world's leading companies attend Opal's Group events. --------------------------------------------------------- ![Image 18](http://opalgroup.net/wp-content/uploads/2025/04/CAAI-web-logos.jpg) ### As of July 30, 2025 Please be aware that it is subject to future modifications. [](https://opalgroup.net/conference/transforming-healthcare-with-emerging-technologies-2025/#) * [Monday, October 13, 2025](https://opalgroup.net/conference/transforming-healthcare-with-emerging-technologies-2025/#tabs-small-01-1) * [Tuesday, October 14, 2025](https://opalgroup.net/conference/transforming-healthcare-with-emerging-technologies-2025/#tabs-small-01-2) * [Wednesday, October 15, 2025](https://opalgroup.net/conference/transforming-healthcare-with-emerging-technologies-2025/#tabs-small-01-3) [](https://opalgroup.net/conference/transforming-healthcare-with-emerging-technologies-2025/#) 6:00 pm**VIP Welcome Reception** 8:00 am**Registration and Networking Breakfast** 9:00 am**Opening Keynote** **Leading at the Speed of Innovation: Neuroscience-Backed Strategies for Healthcare and Tech Transformation** As the pace of change accelerates in healthcare and emerging technology, leaders face a unique challenge: driving innovation in an environment where burnout, complexity, and constant disruption are the norm. In this energizing keynote designed specifically for the Transforming Healthcare with Emerging Technology audience, Jay Abbasi, former Tesla leader and executive coach to top performers at Google, Amazon, and Wells Fargo, shares science-backed strategies to lead with clarity, resilience, and purpose. Blending cutting-edge neuroscience with practical mindfulness techniques, Jay will demonstrate how healthcare and tech leaders can manage stress, sharpen focus, and elevate team performance, without sacrificing well-being. Through compelling stories and tools tailored to the realities of digital health transformation, attendees will leave equipped to lead more effectively in high-demand environments and inspire lasting impact across their organizations. _Keynote Speaker_ Jay Abbasi, Founder and CEO, **The Conscious Professional** 9:45 am**Networking Break** 10:00 am**State of the Nation: Aligning Innovation with Impact: Patient Advocacy, Policy, and Technology at the Crossroads** As the U.S. continues to lead in healthcare innovation, are we ensuring that the technologies we build truly reflect the needs of the patients we serve? This session brings together a powerful lineup of leaders from patient advocacy, federal agencies, and health tech development to explore how we can build a more coordinated and outcomes-driven innovation ecosystem. Together, they’ll explore the creation of Technical Advisory Committees that unite regulators, patient advocates, and technologists early in the innovation process to ensure technologies are safe, scalable, and centered on real-world need. Beyond that, they will also focus on the critical role of API standards in ensuring interoperability, transparency, and trust across systems, from EHRs to emerging digital tools. This is not just a conversation about policy – it’s a blueprint for rethinking how we innovate in healthcare, and who we innovate for. _Speaker_ Rich Brennan, MA, Vice President of Federal Affairs, **ALS Association** 10:55 am**Main Stage** **Securing Innovation: Building Trust and Compliance into the Healthcare Tech Stack** As healthcare organizations race to adopt AI, cloud-native platforms, and digital diagnostics, the pressure to innovate quickly often collides with the complexity of compliance and security. But speed and safety don’t have to be at odds. This cross-sector panel brings together leaders from Schellman, Microsoft, and a rising healthcare startup to explore how the next wave of innovation can be built with security, trust, and regulatory alignment from the ground up. Gain actionable strategies to ensure your healthcare technology isn’t just fast, it’s future-ready and trusted by design. _Speakers_ Ryan Meehan, Director and Healthcare Practice Lead, **Schellman** TBA, **Microsoft Health** 11:45 am**Main Stage** **Case Study: From Concept to Clinic: Strategic Partnerships Powering the Path to IDE Phase I** Bringing an innovative healthcare solution from concept to clinical trial requires more than vision, it demands an ecosystem of aligned partners across innovation, capital, regulation, and care delivery. This panel explores a real-world case study of how cross-sector collaboration initiated in Q 24 with Vanderbilt I-Corp program, is now culminating in an IDE Phase I trial launch set for Q3 2025. Panelists will share behind-the-scenes insights from the development of ReMinded, a groundbreaking solution for brain health, and how this public-private collaboration reflects a growing model for speed-to-trial in emerging technologies. Hear directly from the stakeholders driving this journey, including experts in regulatory strategy, venture investment, digital health innovation, and health system integration. Together, they’ll discuss: * How early academic and entrepreneurial partnerships laid the foundation * Navigating the regulatory landscape and building a successful IDE submission * Aligning capital and clinical priorities from R&D through trial readiness * Lessons learned and frameworks for accelerating innovation responsibly _Speakers_ Woody Bibb, Founder & CEO, **Bibb Ventures** Annika Lundstrom, Founder & CEO, **ReMinded** Kavya Sharman, PhD, **Phase Capital** Chase Spurlock, Co-Founder & CEO, **Decode Health** **New Wave: Health Tech Startups Transforming the Future of Care** Featuring a curated lineup of emerging health tech startups, take a front-row seat to the next generation of solutions poised to transform patient care and healthcare delivery. 11:00 am**Precision Neurology: Unlocking the Power of Real-World Data in Brain Health** Neurological disorders present some of the most complex challenges in healthcare—yet advances in real-world data and digital biomarkers are opening new frontiers in treatment and research. This session will explore the groundbreaking work transforming the landscape of precision neurology. From wearable-integrated platforms that track brain activity in Parkinson’s disease to AI-powered insights that personalize care, experts will explore how actionable, real-time data is reshaping clinical decision-making, accelerating drug development, and empowering patients. _Speaker_ Zach Henderson, Chief Commercial Officer, **Rune Labs** 11:30 am**From Burnout to Breakthrough: Reimagining Care Delivery with AI-Powered Primary Care** Administrative burden and data gathering are silently eroding healthcare quality and provider well-being. In this session,the team behind Doctronic introduces their direct-to-consumer AI doctor that transforms how medicine is practiced. Processing tens of millions of consultations, Doctronic’s proprietary AI achieves 99% treatment plan alignment with board-certified physicians while conducting comprehensive patient intake, history gathering, and initial assessment. Discover how Doctronic liberates human doctors to practice meaningful medicine. When AI handles the data gathering, synthesizes patient histories, and delivers structured clinical summaries, physicians can focus on treatment decisions and human connection. _Speaker_ Matt Pavelle, Co-Founder and Co-CEO, **Doctronic** 11:55 am**Smarter Access, Better Outcomes: AI-Powered Care Orchestration at Scale** As health systems strive to meet rising consumer expectations while managing capacity constraints, the future of care hinges on intelligent access. Learn how health systems are using AI-powered care orchestration to streamline demand, optimize provider resources, and deliver more connected patient experiences. _Speaker_ TBD, **DexCare** 12:20 PM**Presentation TBD** 12:45 pm**Networking Lunch** 1:50 pm**Keynote** **From the Inside Out: Reimagining Healthcare Innovation Across the Ecosystem** With a career that bridges both the supply side and the tech transformation of healthcare, James Leone brings a rare dual-lens perspective on what it takes to truly innovate in this complex, high-stakes industry. From his early work with medical device leaders like Abbott and St. Jude’s to his time at Taos helping healthcare organizations build resilient infrastructure, James has witnessed the healthcare system from the inside out across clinical environments, supply chains, and digital platforms. James will explore the journey healthcare has taken: from siloed systems and reactive care to a more connected, data-driven, and patient-centered ecosystem. He’ll share real-world reflections on what’s working and what still needs to change as we enter a new era shaped by AI, cloud-native platforms, and predictive technologies. Through his lens at IBM, he’ll offer a vision for how technology can serve as a true enabler of transformation, not just through digital tools, but by reengineering how care is delivered, how systems talk to one another, and how trust is built across stakeholders. Attendees will leave with a deeper understanding of the patterns driving change, the pain points tech must still solve, and what leadership looks like in a healthcare landscape that can no longer afford to wait for innovation to catch up. _Speaker_ James Leone, Azure Platform Director, **IBM** 2:30 pm Track A:**Security at the Edge: Navigating the Risks of AI in Emerging Healthcare Technologies** As artificial intelligence reshapes care delivery, diagnostics, and operational workflows, it’s also introducing unprecedented security challenges for healthcare organizations. From generative AI to predictive analytics, emerging technologies are expanding the digital threat surface—and exposing vulnerabilities in patient data, connected devices, and cloud infrastructure. In this executive panel, healthcare technology and security leaders from CenterWell, Acadia Healthcare, and (pending) LifePoint will explore how AI is changing the security equation. Topics will include threat detection and response in an AI-enabled environment, governance frameworks for emerging tech, workforce and vendor risks, and how to prepare for evolving regulatory expectations. This is a must-attend conversation for CIOs, CISOs, and health IT professionals seeking to safeguard innovation while maintaining trust and compliance. _Speakers_ Roger Brotz, CISO, **Acadia Healthcare** Dr. Timothy Miller, **Morgan Franklin** Paul Novak, CIO, **CenterWell Home Health** Track B: **Powering Possibility:****Transformative Technology in Health and Life****Sciences** From accelerating clinical trials to unlocking insights in real-time, technology is redefining whatís possible across the Health and Life Sciences (HCLS) ecosystem. Cloud computing, AI/ML, and data interoperability are no longer future-facing buzzwords, theyíre the infrastructure of modern care, research, and innovation. In this forward-looking session, leaders from Amazon Web Services (AWS) will explore how cutting-edge technologies are driving impact across the HCLS value chain from genomics and drug discovery to digital health, patient engagement, and clinical systems integration. Learn how healthcare and life sciences organizations can strategically harness emerging technologies, not just to optimize operations, but to deliver smarter, faster, and more human-centered care. _Speaker_ Matt Carr, **Amazon Web Services** 3:30 pm Track A: **Driving Forward: How AI-Powered Innovation Is Advancing Independence for the Neurodiverse** What happens when cutting-edge AI, visionary academic research, and purposeful commercialization converge? A life-changing solution is born. One that empowers individuals on the autism spectrum to gain confidence, autonomy, and mobility through immersive simulation. This session highlights the journey of Neurodiverse Technologies, a Vanderbilt spinout developed with support from the Frist Center for Autism and Innovation and powered by Vanderbilt’s tech transfer ecosystem. Their flagship product, an AI-driven driving simulator, is designed to help neurodivergent individuals safely develop real-world driving skills using computer vision, adaptive algorithms, and human-centered design. _Speakers_ Jan Schlueter, CEO, **Neurodiverse Technologies** Keivan Stassun, PhD, Director, **Frist Center for Autism and Innovation** Track B: **Building Trust in AI for Healthcare: Aligning Emerging Frameworks for Responsible Innovation** As artificial intelligence becomes more deeply integrated into healthcare from diagnostics and decision support to patient engagement and administrative operations, ensuring its trustworthiness is paramount. The adoption of AI brings with it a host of ethical, regulatory, and operational challenges that healthcare leaders must navigate to unlock its full potential without compromising patient safety, privacy, or public trust. This session will explore how emerging governance frameworks, including AI security assessments and AI management system standards, can help organizations promote transparency, accountability, and responsible use of AI technologies. By aligning these approaches, healthcare innovators can strengthen risk management, ensure data integrity, and prepare for the evolving regulatory landscape. Attendees will gain practical insights into applying these frameworks across the AI lifecycle—from development and deployment to monitoring and oversight—empowering them to adopt and scale AI solutions with confidence. Join us to discover how a unified approach to AI governance can drive innovation that enhances care delivery, improves equity, and builds trust across the healthcare ecosystem. _Speakers_ Danny Manimbo, Principal and ISO Practice Director, **Schellman** Jerrad Bartczak, Senior Associate, **Schellman** 4:30 pm**Networking Break** 4:45 pm**Ethics at the Edge: Building Trust, Equity, and Governance into Healthcare Innovation** As AI, automation, wearables, and precision technologies revolutionize healthcare, they also introduce urgent ethical questions: How do we protect patient privacy in an always-on data environment? How do we prevent algorithmic bias from reinforcing inequity? And how do we ensure that innovation remains grounded in humanity, not just efficiency? More than just a philosophical discussion, this session will equip attendees with a practical, repeatable framework for operationalizing ethics across the innovation lifecycle—from ideation to implementation. Whether you’re a clinician, technologist, regulator, or executive, you’ll leave with actionable strategies to lead responsibly, align with evolving regulatory expectations, and build trust in a tech-enabled future of care. _Speakers_ Reid Blackman, CEO, **Virtue Consultants** Camille Howard, CEO, **Humanistic Power, LLC** Nick Gallo, Chief Servant & Co-CEO, **Ethico** 6:00 pm**Networking Cocktail Reception** 8:00 am**Networking Breakfast** 9:00 am**Keynote** **“Yeah, But…” Won’t Fix Healthcare: A Workshop for Innovators Ready to Lead Boldly** In a field where risk is high, regulation is complex, and change often feels impossible, it’s no wonder that innovation in healthcare can stall before it starts. But what if the biggest obstacle isn’t policy or process—it’s mindset? In this high-energy keynote workshop, Marc A. Wolfe, author of “Yeah, But…,” will challenge attendees to leave behind the default excuses and embrace a bias toward outcome-driven action. Through interactive exercises, candid storytelling, and live audience engagement, Marc will dismantle the limiting beliefs that stifle transformation, and help you replace them with a new leadership lens: one rooted in curiosity, courage, and clarity of purpose. This isn’t just another keynote, it’s a call to action. Come ready to rethink, rebuild, and actually lead. _Speakers_ Marc A. Wolfe, **Author and Keynote Speaker** 9:50 am Track A: **Discharge or Disconnect?** As healthcare systems seek to improve outcomes and reduce costs, emerging data and technologies are painting a compelling picture: the shorter the hospital stay, the lower the rate of readmissions. AI-powered data analytics, predictive modeling, and remote patient monitoring tools are enabling providers to identify risks earlier, manage chronic conditions proactively, and support patients beyond the hospital walls. This session brings together experts in AI, software engineering, and health system strategy to explore: * The data behind early discharge and reduced readmissions * How AI and RPM are being deployed pre-acute and post-discharge * The financial implications for hospitals and alignment models * Real-world use cases from systems embracing this approach _Speaker_ Sameer Sethi, SVP Chief AI Officer, **Hackensack Meridian Health** Track B: **Built In, Not Bolted On: Designing Healthcare Innovation with Compliance at the Core** In the race to innovate, compliance is often viewed as a checkpoint at the finish line, when it should be part of the blueprint from the start. This session explores how leading healthcare organizations are embedding compliance professionals directly into the innovation lifecycle, from ideation and design to deployment and scale. By making compliance an active collaborator, not a post-production hurdle, organizations can unlock faster go-to-market timelines, reduce regulatory risk, and build technologies that earn trust from patients, providers, and regulators alike. Through real-world examples and practical frameworks, we’ll examine how cross-functional teams can align around compliance as a driver of value, not an obstacle to creativity. _Speakers_ Adam Balfour, VP and General Counsel for Ethics & Integrity Compliance and Data Privacy, **Bridgestone** Samantha Kelen, Chief Compliance Officer, **Stellar Health** Ross Ronan, CEO, **Ronan Healthcare Compliance** 10:45 am**Networking Break** 11:00 am Track A: **Data, Dollars****& DOJ: Whistleblower Risk and False Claims****Liability in Tech-Enabled Healthcare** From predictive billing engines to AI-assisted clinical decision tools, emerging technologies are transforming healthcare delivery, but they’re also creating new exposure to False Claims Act (FCA) liability. Recent U.S. Department of Justice settlements involving private equity–backed healthcare firms underscore a growing trend: whistleblowers are not just pointing to fraudulent practices — they’re using internal data systems and platform workflows to prove them. This panel brings together experts in healthcare law, compliance, data systems, and private equity to unpack: * Key takeaways from four recent DOJ settlements involving PE firms and whistleblower allegations * The evolving role of healthcare IT in surfacing (or obscuring) potential FCA violations * How innovation leaders and digital health executives can build defensible compliance into their platforms * Strategies for aligning operational, clinical, and financial oversight in tech-enabled care models * What healthcare executives need to know about whistleblower protections in the age of automation This timely discussion will help attendees understand how to mitigate risk, prepare for scrutiny, and design technology with both regulatory resilience and ethical accountability in mind. _Speakers_ Stephen Bittinger, Health Care Shareholder, **Polisinelli** Eric Havian, Partner, **Whistleblower Partners** Barrett Jones, **Former DOJ Healthcare Fraud Analytics Lead** Track B: **Navigating the****Impacts of AI on HIPAA Compliance: Challenges****and Opportunities for Covered Entities and****Business Associates** As artificial intelligence rapidly transforms healthcare operations, it also raises complex questions about data privacy, security, and regulatory compliance. This session will explore the evolving intersection of AI technologies and HIPAA requirements, focusing on the real-world implications for covered entities and their business associates. Expert panelists will examine how AI-driven tools (machine learning algorithms, natural language processing, and predictive analytics) impact the creation, use, storage, and sharing of protected health information (PHI). Attendees will leave with practical guidance for mitigating legal and ethical risks while responsibly integrating AI into their health systems and workflows. _Speaker_ Dr. Timothy Miller, Lead Compliance Officer, **Morgan Franklin** 11:45 am Track A: **AI with Integrity: Building Responsible Governance for Ethical Innovation in Healthcare** As artificial intelligence becomes more deeply embedded in healthcare delivery, from diagnostics and decision support to operational efficiency, the need for trustworthy, transparent, and ethically grounded AI systems has never been greater. In this session, Pat Poitevin, Co-Founder and Executive Director of the Canadian Centre of Excellence for Anti-Corruption (CCEAC), provides a strategic roadmap for embedding responsible AI governance into organizational operations. This session will offer healthcare and technology leaders the tools to go beyond compliance and create a foundation for AI adoption that is both innovative and principled. Whether you’re launching your first AI initiative or scaling existing tools across your organization, this is your guide to doing it right with integrity at the core. _Speakers_ Pat Poitevin, Co-Founder & Executive Director, **CCEAC** Katerina Pattee, MPH, Strategy and Operatons, **SEI** Track B: **The Regulatory Frontier in the Age of AI, Robotics, and Virtual Care** As AI, robotics, and virtual care redefine what’s possible in healthcare, the regulatory landscape is evolving just as rapidly. With the recent release of the White House AI Action Plan, federal guidance is beginning to align with the pace of innovation, introducing new imperatives for safety, transparency, and accountability. This session dives into the critical intersection of innovation and oversight, examining how evolving frameworks – from FDA pathways and data governance to reimbursement structures and algorithmic accountability – are shaping the future of care delivery. Our panel of experts will unpack current challenges, anticipated policy shifts, and the practical steps healthcare leaders must take to responsibly and compliantly deploy emerging technologies. Walk away with strategic insights on how to turn regulatory complexity into a competitive edge. _Speakers_ AJ Bahou, Partner and AI Practice Leader, **Bradley** Jacquelyn Pruet, **Former Texas State Regulator** Ross Ronan, CEO, **Ronan Healthcare Compliance** Greg Walters, Senior Counsel Cyber Risk & Governance, **SEC** 12:30 pm**Networking Lunch** 1:20 pm Track A: **Balancing Access and Protection: Advancing Data Privacy and Security in the Age of Digital Health** As healthcare becomes increasingly connected and data-driven, safeguarding patient information while enabling seamless care coordination is more critical than ever. In this session, experts will explore the evolving landscape of data privacy and security in healthcare. With insights grounded in real-world partnerships and system-wide implementations, this session will provide actionable guidance for healthcare leaders looking to secure sensitive data while enabling innovation. _Speaker_ Mark Burnette, **LBMC** Track B: **Reimagining Claims and Appeals: How AI Is Transforming the Medicare Dispute Process** The Medicare claims and appeals process has long been marked by complexity, delays, and administrative burdens. Challenges that directly impact patient care, provider revenue, and operational efficiency. Artificial intelligence is beginning to change that. Explore how machine learning and natural language processing are uncovering denial trends, enabling smarter triage, and automating the assembly of documentation to build stronger, faster cases. _Speaker_ Edo Banach, Partner, **Manatt Phelps** 2:30 pm**Closing Session** **Fireside Chat: What’s Next? A Data-Driven Future for Tech Bio Innovation** As we close out two days of dynamic conversations at the intersection of healthcare, innovation, and emerging technologies, this fireside chat with**Kavya Sharman**offers a compelling, future-focused lens on where we go from here. Drawing from her unique background in neuroscience and data science, and her current work in early-stage health and tech bio investing,Kavya will reflect on the key themes of THWET, from accelerating drug discovery with emerging technologies to the evolution of the doctor-patient relationship and the rise of personalized, data-driven treatment models. * The most promising areas of tech bio innovation on the near horizon * How data science is powering a new era of therapeutics, leveraging patient-reported outcomes, genetic insights, and real-world evidence * What founders, investors, and clinicians must align on to scale responsibly * The importance of embedding ethical, human-centered design from day one Whether you’re deploying new technology, building a startup, or making strategic investments, Kavya’s grounded insights will leave you with a sharper lens on what’s possible—and what’s necessary—as we shape the future of tech-enabled care. _Speaker_ Kavya Sharman, PhD, Managing Partner, **Phase Capital** 3:15 pm**Program Concludes** ![Image 19: 1star](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/1star.svg) **Nashville, TN**511 Union Street suite 2700, Nashville, Tennessee 37219, USA[](tel:) | | Early Bird Rate _expires 8/14_ | Standard Rate | | --- | --- | --- | | Registration | $900 | $1,200 | | Government/Regulatory Official | - | $500 | | Sponsor Registration | - | Included in Sponsorship Package | Inclusive of all meals and activities. **Sponsorship, Exhibition & Speaking Opportunities**[212.532.9898](tel:212.532.9898)[info@opalgroup.net](mailto:info@opalgroup.net) [New Registration](https://na.eventscloud.com/transforming-healthcare-emerg-tech-2025) [Modify Current Registration](https://na.eventscloud.com/ereg/modifyreg.php?eventid=845253&) [Sponsor this Event](https://opalgroup.net/request-info/#Sponsorship) * [Topics Will Include](https://opalgroup.net/conference/transforming-healthcare-with-emerging-technologies-2025/#tabs-02-02) * The Role of Robotics in Diagnostic Precision * Personalized Medicine: Revolutionizing Treatment Plans with Emerging Tech * Blockchain for Secure Data Sharing in Healthcare * Accelerating Drug Discovery with Emerging Technologies * Robotics and Minimally Invasive Surgery * Wearable Tech for Chronic Disease Management * The Role of Virtual Reality in Pain Management and Therapy * Advancements in Telemedicine * The Future of Surgical Training with Emerging Technologies * Ethical Implications of Emerging Technologies in Healthcare * Data Privacy and Security in Healthcare * Regulatory Challenges in the Adoption of New Technologies * Impact of Emerging Technologies on the Doctor-Patient Relationship * Organizational Challenges in Integrating Emerging Technologies * Closing Panel: The Future of Healthcare: Embracing Emerging Technologies for Better Care * Live and on-demand video panels/presentations with Q&A * Exhibit Hall with branded interactive booths * Live chatting options in sessions & lounge areas and private direct messaging to attendees for peer to peer networking * Zoom ‘Happy Hours’ for all conference attendees to connect * [Who Should Attend](https://opalgroup.net/conference/transforming-healthcare-with-emerging-technologies-2025/#tabs-03-01) * Chief Medical Officers (CMOs) * Chief Innovation Officers (CIOs) * Healthcare Executives and Providers * Heads of Research and Development (R&D) * Senior Leaders from, hospitals, biotech, pharmaceutical companies & healthcare IT firms ### **Investors vs. Managers / Service Providers** ### **Types of Investors** * [Sponsors](https://opalgroup.net/conference/transforming-healthcare-with-emerging-technologies-2025/#tabs-04-02) * [Supporting Organizations](https://opalgroup.net/conference/transforming-healthcare-with-emerging-technologies-2025/#tabs-04-06) * [Media Partners](https://opalgroup.net/conference/transforming-healthcare-with-emerging-technologies-2025/#tabs-04-08) * * * * * * * * * * [Policies](https://opalgroup.net/policies/) * [FAQ](https://opalgroup.net/faq/) * [Privacy](https://opalgroup.net/privacy/) * [Careers](https://opalgroup.applytojob.com/apply/) * [](https://twitter.com/opal_group) * [](https://www.linkedin.com/company/opal-financial-group) [![Image 20: logo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/logo.svg)](https://opalgroup.net/) ©2025 Opal Group - All Rights Reserved. * [![Image 22: google](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/google-icon.png)](https://calendar.google.com/) * [![Image 23: outlook](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/outlook-icon.png)](https://calendar.live.com/) * [![Image 24: yahoo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/yahoo-icon.png)](https://calendar.yahoo.com/) × The link has been copied to clipboard. 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Real Solutions. Real Impact.** The **Edu-Tech Facilities Summit** is where K–12 school district leaders come together to share practical insights, real-world experiences, and proven strategies that drive meaningful improvements across planning, design, construction, maintenance, and operations. Every district is unique, and with each new school year comes evolving priorities. That’s why we focus on creating conversations—not cookie-cutter solutions. Through thought-provoking keynotes, interactive panels, and collaborative roundtables, the Summit inspires action that supports smarter, more sustainable, and future-ready school facilities. This is a space for genuine dialogue—where leaders exchange ideas, tackle shared challenges, and discover new approaches that actually work. Designed as an exclusive, invitation-only experience, Edu-Tech Facilities brings together Chiefs and Directors of Facilities and Operations from districts of all sizes. In a relaxed, peer-driven setting, attendees gain insights, make meaningful connections, and leave with actionable takeaways they can bring back to their schools. Explore what true collaboration means—and what it can do for your district. Request your invitation today by contacting [summits@opalgroup.net](mailto:summits@opalgroup.net?subject=ETF%20Fall%20invite%20request). [![Image 17](http://opalgroup.net/wp-content/uploads/2024/04/edutech-photos.png)](https://blog.opalgroup.net/gallery-lifesciences/#edutechs) The Summit Experience --------------------- See what other conferences we have in store for you. ---------------------------------------------------- [![Image 18](http://opalgroup.net/wp-content/uploads/2020/12/Edu-Tech-Edu-Tech-Academics-OG-1024x512-1.jpg)](https://opalgroup.net/conference/edu-tech-edu-tech-academics-2025-2/) [![Image 19](http://opalgroup.net/wp-content/uploads/2019/08/LRFS-OG-1024x512-1.jpg)](https://opalgroup.net/conference/labs-research-facilities-summit-2025/) ### As of July 7, 2025 Please be aware that it is subject to future modifications. [](https://opalgroup.net/conference/edu-tech-facilities-2025-2/#) * [Sunday, October 19, 2025](https://opalgroup.net/conference/edu-tech-facilities-2025-2/#tabs-small-01-1) * [Monday, October 20, 2025](https://opalgroup.net/conference/edu-tech-facilities-2025-2/#tabs-small-01-2) * [Tuesday, October 21, 2025](https://opalgroup.net/conference/edu-tech-facilities-2025-2/#tabs-small-01-3) [](https://opalgroup.net/conference/edu-tech-facilities-2025-2/#) 2:00 pm**Registration** 5:15 pm**Attendee Orientation / Solution Partner Orientation** 5:30 pm**Networking Cocktail Reception** 6:30 pm**Opening Keynote** 7:30 pm**Dinner** 7:15 am**Networking Breakfast & Itinerary Pick-Up** 8:00 am**Keynote** **The Power of a Place: Leveraging School Design to Recruit, Retain, and Reignite** _Presented by_ Sheleah D. Reed, APR, Director, PreK-12 Engagement & Partnerships, **PBK Architects** Nathan Saint Clare, Principal, Design Director, **PBK Architects** Melissa Turnbaugh, Senior Principal, Firmwide PreK-12 Market Leader, **PBK Architects** 8:50 am**One-on-One Meetings & Refreshments** 10:25 am**Keynote** **Winning the Budget Battle: Advocating for Capital Investment in School Facilities** Securing funding for school infrastructure can be a challenge—this session will share practical tactics and persuasive messaging to champion your capital needs and influence key decision-makers. _Presented by_ Jordan Miles, Deputy Chief Facilities Planning and Construction Officer, **Inglewood Unified School District** Jessica Ochoa, Executive Director of Communications and Community Relations, **Inglewood Unified School District** 11:00 am**One-on-One Meetings** 12:00 pm**Networking Luncheon** 1:35 pm**Keynote** _Presented by_ Steve Warshaw, CEO, **Intellis** 2:05 pm**Bridging the Workforce Gap: Recruiting and Training the Next Generation of Facilities Leaders** As seasoned facilities professionals retire, districts must prepare the next generation. This session explores recruitment pipelines, mentorship programs, and training strategies to build a strong, future-ready facilities team. _Presented by_ Ruben Fernandez, Assistant Superintendent of Business and Operations, **Vallejo City Unified School District** 2:55 pm**One-on-One Meetings & Refreshments** 4:00 pm**Keynote** **Understanding and Applying a Public-Private Partnership Approach to School Construction** Explore how public-private partnerships (P3s) can unlock new opportunities for school construction and modernization. This session breaks down the P3 model, key considerations, and real-world examples of how districts are leveraging private collaboration to meet facility needs faster and more efficiently. _Presented by_ Jason Washington, Associate Superintendent of Supporting Services, **Prince George's County Public Schools** 4:30 pm**Keynote** **Breathing New Life into Schools: Navigating the Challenges of Large-Scale Renovations** Renovating aging school buildings is complex—from phasing construction around learning to managing costs and community expectations. This session will share strategies for planning, communication, and execution to ensure successful, student-centered renovations at scale. _Presented by_ Steve Robinson, District Athletic Director, **Charlotte-Mecklenburg Schools** 5:15 pm**One-on-One Meetings & Happy Hour** 6:30 pm**Free Time** 7:30 pm**Networking Dinner** 7:30 am**Morning Refreshments & Networking** 8:00 am**Keynote** **Net-Zero Schools: Achieving Energy Efficiency in K-12 Facilities** As energy costs rise and sustainability goals become more urgent, districts are pursuing net-zero strategies to reduce consumption and environmental impact. This session will explore practical steps for achieving energy-efficient schools—covering building design, retrofits, renewable energy, and long-term savings. _Presented by_ Thomas Pace, Director of Facilties, **San Bernardino City Unified School District** 8:50 am**One-on-One Meetings & Refreshments** 10:20 am**Networking Brunch** 11:15 am**Keynote Panel** **Building a Stronger Team: Strategies for Retaining Operations and Facilities Staff** High turnover in facilities and operations can disrupt school environments and strain resources. This session will highlight proven strategies for boosting retention—through recognition, professional development, supportive leadership, and creating a culture where staff feel valued and empowered to grow. _Panelists_ John Dufay, Executive Director of Operations, **Albuquerque Public Schools** Erik Kehrer, Chief Operations Officer, **Visalia Unified School District** Amber Perez, Director Facilities Development, **Temecula Valley Unified School District** Lynette Washington Ph.D, Chief Operating Officer, **Baltimore City Public Schools** 12:00 pm**Close of Program** ![Image 20: 4star](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/4star.svg) **The Westin Rancho Mirage Golf Resort & Spa**71333 Dinah Shore Dr, Rancho Mirage, CA 92270, USA[](tel:) #### **School District Attendees:** Registration for the Edu-Tech Facilities Summit is complimentary for the heads of planning, design, construction, and operations from US-based school districts and is subject to Opal Group’s verification and approval. Registration includes two nights of accommodation at the conference venue, conference-related meals, and networking activities. **Solution Provider Attendees:** Practitioners and executives representing solution provider organizations must participate as sponsors. Sponsorship includes a turnkey booth space for productive business meetings. [![Image 21](http://opalgroup.net/wp-content/uploads/2021/12/button-yourinvitation.png)](https://opalgroup.net/eduf-invite-request-fall) [](tel:)[](mailto:) * [Highlights](https://opalgroup.net/conference/edu-tech-facilities-2025-2/#tabs-02-03) * Preparing Educational Facilities for Learning * How Our Approach to Covid has Reshaped Classrooms * High Performance Building Criteria * Progressive Design Build * Securing a Bond Program * Design Pitfalls and the Impact on Student Performance & Teacher Wellness * Effective Collaboration Tactics for Complex Projects * _**And more to be announced!**_ * **Roundtable Collaboration Meetings** Edu-Tech Facilities is designed to change the way school districts discover solutions. We provide the ability to learn about cutting-edge solutions with proven results used by other districts across the country. The relaxed atmosphere provides the opportunity to have open and candid conversations with senior executives to discuss industry trends and challenges. Prior to the meeting, attendees will make selections of the roundtable topics they choose to participate in based on their districts’ priorities and needs. The senior executives within the solution organizations moderate scheduled roundtables creating the opportunity for districts to share their challenges with those at the table and walk away with actionable information. * **Exceptional Networking Opportunities** We strive to maximize your face-to-face time by providing a multitude of avenues that are engaging and informative. The agenda incorporates cocktail receptions, networking lunches and a specially selected offsite dinner at a nearby venue. Opportunities are endless with a wide variety of nearby activities to continue your networking and build strong personal relationships with current and future partners. We’ll provide a list of our recommendations for pre and post conference activities a few weeks prior to the Summit. * [Testimonials](https://opalgroup.net/conference/edu-tech-facilities-2025-2/#tabs-03-03) ### **Attendee Breakdown** The format of blending speaker presentations, roundtables and dinner sessions offers ample opportunity for effective networking and learning within the span of the attendees experience level.**Executive Director, Facilities and Building Services** Charlotte-Mecklenburg Schools Overall experience was great. The planning and logistics were seamless thanks to the Opal staff. There were several targeted sessions for professional development that were very intentional. This is why I come.**Chief Operations Officer** Waukegan School District Loved the conference! Opal Group did a wonderful job of intertwining school leaders from both large and small school systems to share best practices on how to best support instruction.**Director of Facilities/Purchasing** Independence School District Innovation is a pillar of our school districts mission statement. Edu-Tech continues to provide these types of opportunities.**Chief Operations Officer** Putnam City Schools The organization, relevance and pace of this conference is conducive to my learning style. The presentations were awesome and the roundtables provide a much better opportunity to network with vendors.**Assistant Superintendent** Douglas County Schools * [Sponsors](https://opalgroup.net/conference/edu-tech-facilities-2025-2/#tabs-04-01) * [Media Partners](https://opalgroup.net/conference/edu-tech-facilities-2025-2/#tabs-04-04) * * * * * * * * * * * * * * * [Policies](https://opalgroup.net/policies/) * [FAQ](https://opalgroup.net/faq/) * [Privacy](https://opalgroup.net/privacy/) * [Careers](https://opalgroup.applytojob.com/apply/) * [](https://twitter.com/opal_group) * [](https://www.linkedin.com/company/opal-financial-group) [![Image 22: logo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/logo.svg)](https://opalgroup.net/) ©2025 Opal Group - All Rights Reserved. * [![Image 24: google](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/google-icon.png)](https://calendar.google.com/) * [![Image 25: outlook](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/outlook-icon.png)](https://calendar.live.com/) * [![Image 26: yahoo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/yahoo-icon.png)](https://calendar.yahoo.com/) × The link has been copied to clipboard. 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November 4, 2025 **95**days left [Register Now](https://opalgroup.net/conference/edu-tech-edu-tech-academics-2025-2/#tabs-01-04) * [Tell a Friend](mailto:?subject=Edu-Tech%20%2F%20Edu-Tech%20Academics%202025&body=https://opalgroup.net/conference/edu-tech-edu-tech-academics-2025-2/) * [Add to Calendar](https://opalgroup.net/conference/edu-tech-edu-tech-academics-2025-2/#) * [Conference Details](https://opalgroup.net/conference/edu-tech-edu-tech-academics-2025-2/#tabs-01-01) * [Speakers & Agenda](https://opalgroup.net/conference/edu-tech-edu-tech-academics-2025-2/#tabs-01-02) * [Participate](https://opalgroup.net/conference/edu-tech-edu-tech-academics-2025-2/#tabs-01-04) ![Image 16](http://opalgroup.net/wp-content/uploads/2024/04/EduTech-600px.png) Where Innovation Meets Instruction ---------------------------------- **Empowering K–12 Leaders in Curriculum & Technology** The **Edu-Tech and Edu-Tech Academics Summit** is a dynamic, invitation-only event designed to spark meaningful conversations and deliver actionable strategies for leaders in public school districts. We recognize that advancing curriculum, integrating new technologies, and modernizing learning environments requires cross-department collaboration and a unified vision. This summit brings together senior district leaders in Technology and Curriculum & Instruction to explore what’s working—and what’s next. Through hands-on sessions, peer-led discussions, and insightful presentations, attendees gain access to practical ideas that have been successfully implemented in districts across the country. From developing future-ready classrooms to aligning academic goals with emerging technologies, the Edu-Tech and Edu-Tech Academics Summit fosters strategic thinking, real-world problem solving, and impactful collaboration. In an intimate, interactive setting, you'll connect with fellow leaders, benchmark your initiatives, and leave with fresh perspectives to support your district's goals. Collaborate. Strategize. Lead with purpose. Request your invitation today by contacting [summits@opalgroup.net](mailto:summits@opalgroup.net?subject=ET&A%20invite%20request). [![Image 17](http://opalgroup.net/wp-content/uploads/2025/04/edutech-photos.png)](https://blog.opalgroup.net/gallery-lifesciences/#edutechs) The Summit Experience --------------------- See what other conferences we have in store for you. ---------------------------------------------------- [![Image 18](http://opalgroup.net/wp-content/uploads/2020/11/CFS-OG-1024x512-1.jpg)](https://opalgroup.net/conference/campus-facilities-summit-2025/) [![Image 19](http://opalgroup.net/wp-content/uploads/2020/02/Edu-Tech-Facilities-OG-1024x512-1.jpg)](https://opalgroup.net/conference/edu-tech-facilities-2025-2/) ### As of July 1, 2025 Please be aware that it is subject to future modifications. [](https://opalgroup.net/conference/edu-tech-edu-tech-academics-2025-2/#) * [Sunday, November 2, 2025](https://opalgroup.net/conference/edu-tech-edu-tech-academics-2025-2/#tabs-small-01-1) * [Monday, November 3, 2025](https://opalgroup.net/conference/edu-tech-edu-tech-academics-2025-2/#tabs-small-01-2) * [Tuesday, November 4, 2025](https://opalgroup.net/conference/edu-tech-edu-tech-academics-2025-2/#tabs-small-01-3) [](https://opalgroup.net/conference/edu-tech-edu-tech-academics-2025-2/#) 2:00 pm**Registration** 3:30 pm**Workshop** _Presented by_ Karla Rainey, Director of Curriculum, Instruction, Assessment & Accountability, **Van Independent School District** 4:30 pm**Refreshment Break** 4:45 pm**Brainstorm Session:** **Empowering Lifelong Learning: How Teacher Professional Development Shapes Continuous Education** _Presented by_ Dr. Cassandra Barker, Deputy Superintendent, **Lancaster Independent School District** 5:45 pm**Attendee Orientation** 5:45 pm**Solution Partner Orientation** 6:00 pm**Networking Cocktail Reception** 7:00 pm**Dinner** 7:15 am**Breakfast & Itinerary Pick-Up** 8:00 am*Unlocking the Mind: How Neuroscience Can Transform Our Approach to Learning * Identify fundamental principles of neuroscience and explain how brain function influences learning processes. * Analyze how neuroplasticity shapes cognitive development and apply strategies to enhance learning experiences. * Evaluate the role of emotions in learning and explore techniques to foster a supportive educational environment. * Investigate evidence-based neuroscience practices to optimize memory retention and problem-solving skills. 8:50 am**Roundtables & Refreshments** 9:55 am Academics: **Keynote** Enrich LMS environments by embedding dynamic, curriculum-aligned content, enabling automated feedback and realtime analytics without disrupting existing workflows. Support educators in managing instruction more efficiently within the LMS, while empowering learners with immediate insights and personalized guidance within the systems they already use. _Presented by: **Derivita**_ Technology: **Beyond Four Walls: How Online and Blended Learning are Revolutionizing the Modern Classroom** * Compare traditional and modern learning environments to understand the impact of online and blended learning on education. * Analyze digital tools and strategies that enhance engagement, collaboration, and personalized learning experiences. * Evaluate the benefits and challenges of online and blended learning models to develop effective study habits and self regulation skills. * Explore real-world applications of technology-driven education to prepare for future academic and professional opportunities. 10:25 am Academics: **Keynote** Educational resources and professional development tools empower educators to enhance instructional strategies, foster collaboration, and improve student outcomes. By integrating research-based methodologies, teachers can create dynamic learning environments that support diverse student needs and promote academic success. These solutions provide access to expert-led training, curriculum alignment, and innovative teaching techniques, helping educators refine their practices while ensuring students receive high-quality, engaging education. Professional learning communities and digital tools facilitate continuous growth, enabling schools to adapt to evolving educational challenges and maximize learning potential. _Presented by: **Solution Tree**_ Technology: **Keynote** AI-powered educational tools enhance teaching and learning by streamlining data analysis, automating administrative tasks, and providing personalized insights to support student success. These solutions help educators make informed decisions by consolidating information from multiple sources, improving efficiency, and allowing more time for meaningful instruction. Students benefit from adaptive learning experiences, real-time feedback, and tailored support that fosters engagement and academic growth. By integrating advanced technology, schools can optimize resources, improve accessibility, and create dynamic, data-driven learning environments that prepare students for future challenges. 11:00 am**Roundtables** 12:00 pm**Networking Luncheon** 1:00 pm Academics: **Fostering Empathy and Growth for Students** _Presented by_ Sandi Massey, Chief of Schools, **Houston Independent School District** Technology: **Embracing Sustainability Through Smart Lifecycle Management and Partnerships** _Presented by_ Eric Upchurch, Ph.D., Assistant Superintendent of Technology, **Arlington Independent School District** 1:50 pm**Roundtables & Refreshments** 2:55 pm Academics: **Keynote** Interactive math platforms empower educators to enhance instruction by providing real-time insights into student thinking, fostering deeper mathematical reasoning and discourse. These tools support differentiated learning, allowing teachers to tailor lessons to individual needs while streamlining assessment and feedback. Students benefit from engaging, hands-on problem-solving experiences that build confidence and conceptual understanding. By integrating technology with best practices in math education, these solutions create dynamic, student centered learning environments that promote collaboration, critical thinking, and long-term academic success. _Presented by: **Magma Math**_ Technology: **The LMS Revolution: Harnessing Technology to Maximize Learning Potential** * Explore the features and benefits of Learning Management Systems (LMS) to understand how technology enhances education. * Analyze how LMS platforms facilitate personalized learning, collaboration, and accessibility in modern classrooms. * Evaluate strategies for effectively utilizing LMS tools to improve organization, engagement, and knowledge retention. * Investigate real-world applications of LMS technology to prepare for evolving digital learning environments. 3:25 pm Academics: **The 5 Pillars of Mentoring** _Presented by_ Jermaine Blount, Director of Mentoring Services, **Newark Board of Education** Technology: **Esports in Action: Building Communication, Teamwork, and Leadership Skills for Tomorrow’s Leaders** _Presented by_ Jeffery Harrison, Director of Network Operations & Esports, **East Baton Rouge Parish School System** 4:00 pm Academics: **From Goals to Gains: Transforming Literacy Outcomes through Sustainable, Effective System-Wide Change** _Presented by_ Amber Elder, M. Ed., Elementary ELA/MTSS Coordinator, **Putnam City Public Schools** Dr. Keely Frayser, Chief Academic Officer, **Putnam City Public Schools** Technology: **Wi-Fi 7: Elevating Connectivity for the Digital Age of Schools** * Review the advancements of Wi-Fi 7 and evaluate its impact on digital learning and classroom connectivity. * Analyze how increased speed, lower latency, and greater bandwidth enhance collaboration and multimedia learning experiences. * Evaluate the role of Wi-Fi 7 in supporting emerging technologies like AI, VR, and cloud-based education tools. * Assess strategies for optimizing school networks to ensure secure, efficient, and accessible connectivity for all learners. 4:35 pm**Roundtables & Networking Happy Hour** 5:35 pm**Free Time** 7:00 pm**Networking Dinner** 7:45 am**Morning Refreshments & Networking** 8:00 am**Technology Balancing Act** _Presented by_ Berny Duke, Assistant Principal, **Van Independent School District** Jason Johnson, Chief Technology Officer, **Van Independent School District** 8:35 am**Roundtables and Refreshments** 9:40 am**Networking Brunch** 10:35 am**Workshop: Supporting Those Who Support Students** _Presented by_ Georgia Dudley, Supervisor of Human Resources, **West Feliciana Parish Schools** Jodi Lemoine, Director of Accountability and Curriculum, **West Feliciana Parish Schools** 11:00 am**Panel: Hybrid and Multi-Classroom Models,****Unlocking Flexibility in the Modern Learning Environment** * Explore hybrid and multi-classroom models to understand how they enhance flexibility and accessibility in education. * Analyze the benefits and challenges of integrating technology and in-person learning to support diverse learning styles. * Discuss strategies for effective collaboration and engagement in hybrid and multi-classroom settings. * Review real-world applications of flexible learning environments to prepare for future academic and professional opportunities. _Panelist_ Maria Dickerson, M.Ed., Director of Digital and Learning Resources, **El Paso Independent School District** 11:50 am**Close of Program** ![Image 20: 4star](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/4star.svg) Marriott Phoenix Resort Tempe at The Buttes, West Westcourt Way, Tempe, AZ, USA[](tel:) #### **School District Attendees:** Registration for the Edu-Tech & Edu-Tech Academics Summit is complimentary for the heads of technology, curriculum, and instruction from US-based school districts and is subject to Opal Group’s verification and approval. Registration includes two nights of accommodation at the conference venue, conference-related meals, and networking activities. **Solution Provider Attendees:** Practitioners and executives representing solution provider organizations must participate as sponsors. Sponsorship includes a turnkey booth space for productive business meetings. [![Image 21](http://opalgroup.net/wp-content/uploads/2021/12/button-yourinvitation.png)](https://opalgroup.net/edua-invite-request-fall) [](tel:)[](mailto:) * [Highlights](https://opalgroup.net/conference/edu-tech-edu-tech-academics-2025-2/#tabs-02-03) **Technology Topics** Cyber Security: How to Address & Enforce • 1-to-1 Policies Across K-12 Education • Learning Management Systems: Evidence of Collaboration • Student Devices: Fees, Insurance & Finance • Tech Integrations with Curriculum & Instruction • IT Sustainability: Upgrading School Networks • Education Technology: Build Better Teaching • Learning Experiences to Achieve Higher Learning Outcome • Virtual & Augmented Reality: Unlimited Opportunities **Academics Topics** Experiential Learning: Real World Situations • Teacher Instruction & Self-Directed Activities: Blended Learning • Bite-Sized Learning • STEAM Curriculum • Self-Paced & Self-Chosen Projects: Genius Hour • Project-Based Learning • A Healthy Relationship with Digital Media: Digital Citizen • Gamification * **Roundtable Collaboration Meetings:** Edu-Tech and Edu-Tech Academics are designed to change the way school districts discover solutions. We provide the ability to learn about cutting-edge solutions with proven results used by other districts across the country. The relaxed atmosphere provides the opportunity to have open and candid conversations with senior executives to discuss industry trends and challenges. Prior to the meeting, attendees will make selections of the roundtable topics they choose to participate in based on their districts’ priorities and needs. The senior executives within the solution organizations moderate scheduled roundtables creating the opportunity for districts to share their challenges with those at the table and walk away with actionable information. * **Exceptional Networking Opportunities** We strive to maximize your face-to-face time by providing a multitude of avenues to engage the senior executives in attendance. The agenda incorporates cocktail receptions, networking lunches and a specially selected offsite dinner at a nearby venue. Leverage the meeting’s relaxed atmosphere and after hours networking activities to build strong personal relationships with current and future clients. * [Testimonials](https://opalgroup.net/conference/edu-tech-edu-tech-academics-2025-2/#tabs-03-03) * Adelanto Elementary School District * Allentown City School District * Amphitheater Public Schools * Austin Independent School District * Baltimore City Public Schools * Birmingham City Schools * Capistrano Unified School District * Clarksville-Montgomery County School District * Chico Unified School District * Deer Valley Unified School District * District of Columbia Public Schools * Fort Bend Independent School District * Galena Park ISD * Henrico County Public Schools * Mansfield Independent School District * Millard Public Schools * Olathe Public School #233 * Orange Unified School District * Peoria Unified School District * Pflugerville ISD * Phoenix Coding Academy * Phoenix Union High School District * Pittsburgh Public Schools * Poudre School District * Prince Georges County Public Schools * Saratoga Springs City School District * Socorro Independent School District * Stafford County Public Schools * Tempe Union High School District * The School District of Osceola County * Toledo Public Schools * Washington County School District * Winston Salem/Forsyth County Schools ### **Attendee Breakdown** I love that this conference brings together academics, technology & facilities. I love the format and intimate conference style. As a leader in my district, I find some “nuggets” to implement in my district.**CTE Director** Austin ISD It’s an experience that facilitates and encourages more substantive conversations with fellow attendees and the solution providers.**CTO** Albermarle County Public Schools Edu-Tech was a great forum to see emerging technology solutions, network with K-12 IT leaders around the country, and discover new ideas.**Executive Director of IT** Durham County Schools This conference is a quality event that allows curriculum, technology, and key vendors to collaborate with the goal of focusing on the needs of our schools. Taking solutions back to our school district always occur after attending these quality sessions.**Director of Media & Instruction Tech** School District of Osceola County At a typical tradeshow, you find yourself in a sea of vendors searching for ways to engage with potential customers to explain how you can provide value to their organizations. It can feel hurried and almost impossible to have a meaningful conversations. At Edu-Tech the roundtable meetings provide an opportunity to connect for real conversations in a relaxed fashion. In my experience attendees are engaged, open-minded, and looking to learn about what we have to offer and how it can impact their school districts. This event is a must for us every year.**Sales Director** ByteSpeed One of the best conferences and opportunities to network outside of the district I have ever engaged in. **Director of Technology** Victoria Independent School District * [Policies](https://opalgroup.net/policies/) * [FAQ](https://opalgroup.net/faq/) * [Privacy](https://opalgroup.net/privacy/) * [Careers](https://opalgroup.applytojob.com/apply/) * [](https://twitter.com/opal_group) * [](https://www.linkedin.com/company/opal-financial-group) [![Image 22: logo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/logo.svg)](https://opalgroup.net/) ©2025 Opal Group - All Rights Reserved. * [![Image 24: google](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/google-icon.png)](https://calendar.google.com/) * [![Image 25: outlook](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/outlook-icon.png)](https://calendar.live.com/) * [![Image 26: yahoo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/yahoo-icon.png)](https://calendar.yahoo.com/) × The link has been copied to clipboard. 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December 10, 2025 **131**days left [Register Now](https://opalgroup.net/conference/creativity-in-the-age-of-emerging-technology-2025/#tabs-01-04) * [Tell a Friend](mailto:?subject=Creativity%20in%20the%20Age%20of%20Emerging%20Technology%202025&body=https://opalgroup.net/conference/creativity-in-the-age-of-emerging-technology-2025/) * [Add to Calendar](https://opalgroup.net/conference/creativity-in-the-age-of-emerging-technology-2025/#) * [Conference Details](https://opalgroup.net/conference/creativity-in-the-age-of-emerging-technology-2025/#tabs-01-01) * [Registration & Sponsorship](https://opalgroup.net/conference/creativity-in-the-age-of-emerging-technology-2025/#tabs-01-04) **_*Dates are subject to change_** ![Image 16](http://opalgroup.net/wp-content/uploads/2025/02/Creativity-in-Emerging-logo.png) Emerging technologies such as AI, AR/VR, blockchain, and generative tools are redefining the creative industry, from content creation and design to music and entertainment. This conference explores the opportunities these innovations bring to creative professionals while addressing the challenges of ethics, originality, and evolving business models. **Request more information about attending, speaking, and sponsorship opportunities at [info@opalgroup.net](mailto:info@opalgroup.net).** ![Image 17](http://opalgroup.net/wp-content/uploads/2025/04/Photo-Boxes-CAAI.png) The world's leading companies attend Opal's Group events. --------------------------------------------------------- ![Image 18](http://opalgroup.net/wp-content/uploads/2025/04/CAAI-web-logos.jpg) ### We will be posting more speakers for this event soon. Current as of February 25, 2025 [](https://opalgroup.net/conference/creativity-in-the-age-of-emerging-technology-2025/#) * [Wednesday, June 11, 2025](https://opalgroup.net/conference/creativity-in-the-age-of-emerging-technology-2025/#tabs-small-01-1) * [Thursday, June 12, 2025](https://opalgroup.net/conference/creativity-in-the-age-of-emerging-technology-2025/#tabs-small-01-2) * [Friday, June 13, 2025](https://opalgroup.net/conference/creativity-in-the-age-of-emerging-technology-2025/#tabs-small-01-3) [](https://opalgroup.net/conference/creativity-in-the-age-of-emerging-technology-2025/#) **Pre-Event Activities** 4:00 pm _Exclusive Screening:_**I Hope this Helps!** An award-winning documentary about the strange world of artificial intelligence, made with the help of Google’s first AI chatbot, Bard. **Featuring Q&A with the Film Producer, Daniel Freed, following the film** _Presented by_ Daniel Freed, **Film Producer** 6:30 pm**VIP Welcome Reception** 8:00 am**Registration and Networking Breakfast** 9:00 am**Keynote: Sensible Paths to Using AI to Unleash a Deep Tech Revolution** Slicing through the AI hype with a razor-sharp critique,Dan Goldin, former NASA Administrator,offers a no-nonsense guide for harnessing AI’s raw power to fuel genuine technological upheaval. It’s a manifesto for the discerning innovator, challenging the status quo and revealing how strategic AI will change the future. _Presented by_ Dan Goldin, NASA’s Longest-Tenured Administrator (1992-2001); Founder, **Cold Canyon** 10:00 am**The Regulatory Landscape for AI Compliance** Understand global AI regulations, data protection laws, and emerging standards. Gain insights into ensuring compliance with current and upcoming regulations. _Presented by_ Gene DeMaio, Head of Regulatory Services, **FINRA** Avani Desai, CEO, **Schellman** Heather Fischer, Social Impact & Human Rights Senior Advisor, **Thomson Reuters** Suzan Rose, Industry Consultant and Senior Advisor, **Government & Regulatory Affairs** 11:15 am**Track A: Mitigating Bias in AI Systems** Learn how to address fairness and equity in AI decision-making. This session will cover practical methods for identifying and reducing bias in algorithms. _Presented by_ Jax Scott, VP Cybersecurity and AI, **Pearson** Track B: **Fireside Chat: Human vs. Machine: The Future Workforce & The Power of Partnership** As AI and automation continue to reshape industries, the workforce of the future will not be defined by machines alone—but by the unique strengths only humans can bring. In this insightful fireside chat, Sudeep Kesh, Chief Innovation Officer at S&P Global Ratings, explores the critical balance between human intelligence and artificial intelligence and some of the points of harmony and conflict that arise. From emotional intelligence and empathy to adaptability and core problem-solving skills, discover why the most successful workplaces will harness the best of both worlds blending human ingenuity with AI-driven efficiency. How can professionals future-proof their careers in this evolving landscape? Join us for a thought-provoking discussion on the skills, strategies, and mindset needed to thrive in the age of AI. Sudeep Kesh, Chief Innovation Officer, **S&P Global Ratings** Elizabeth Ngonzi, Founder & CEO, **The International Social Impact Institute** 12:15 pm**Networking Lunch** 12:30 pm**Lunch Keynote | TBD** 1:30 pm Track A: **Workshop: The Future of AI & Prompt Engineering: Mastering Techniques and Analyzing Emerging Tools** As AI evolves, mastering prompt engineering is essential for optimizing performance and ensuring meaningful interactions. This in-depth workshop will provide a strong foundation in prompt design while also exploring cutting-edge AI models like DeepSeek. Participants will engage in hands-on exercises to refine their prompt strategies, analyze AI capabilities and limitations, and discuss the trajectory of AI advancements. Join us for an interactive session that blends practical expertise with forward-looking insights into the future of AI. _Presented by_ Julian Norton, Founder & CEO, **Plum.AI** **Track B: Harnessing Data Analytics in Compliance: Turning Insights in Action** Unlock the potential of data analytics to drive compliance innovation. Discover how actionable insights can improve regulatory adherence and decision-making. _Presented by_ Andrew McBride, Founder & CEO, **Integrity Bridge, LLC** Vince Walden, CEO, **Kona AI** 2:45 pm Track A: **Human-in-the-Loop: Balancing Automation with Oversight** Why It Matters: While AI continues to advance, it remains imperfect. Human expertise is essential to ensure ethical decision-making, mitigate risks, and enhance the reliability of automated systems. _Presented by_ Pat Poitevin, Co-Founder & Executive Director, **Canadian Centre of Excellence for Anti-Corruption (CCEAC)** **Track B: AI, Crypto, and Compliance: Navigating the Convergence of Innovation and Regulation** Discover how AI and cryptocurrency are transforming compliance landscapes and creating new challenges for regulatory oversight. This session will explore the intersection of these cutting-edge technologies, examining their potential for enhancing transparency, streamlining operations, and mitigating risks while addressing the unique compliance requirements they introduce. _Presented by_ David Adams, FinTech Partner, **Mintz** 4:00 pm**Navigating Complex Compliance Challenges with AI** As artificial intelligence continues to transform industries, organizations must navigate the ethical complexities of its development and deployment. This session will explore the key benefits AI offers in enhancing efficiency, decision-making, and innovation, while also addressing the critical challenges of bias, transparency, accountability, and regulatory compliance. Industry experts will discuss real-world case studies, ethical frameworks, and best practices for ensuring responsible AI use. Kristy Grant-Hart, CEO, **Spark Compliance** Olga Kozak Anlar, Compliance AI Lead, **Robinhood** Ben Schreiner, Head of Business Innovation, **Amazon Web Services** 5:15 pm**Networking Reception** Wrap up Day 1 with drinks and light bites while continuing the conversation in a relaxed setting. 8:00 am**Breakfast and Morning Networking** 9:00 am**Morning General |Holding for a “Responsible AI” Discussion with:** _Presented by_ Avani Desai, CEO, **Schellman** TBD, **OpenAI** TBD, **Scale AI** 10:10 am**Strategies for Building Business-Centric AI Governance Frameworks: Balancing Innovation, Ethics, and Compliance** Discover how to design and implement AI governance frameworks that align with business objectives while addressing ethical considerations and regulatory demands. This session provides actionable insights to help organizations foster innovation responsibly, navigate compliance challenges, and build trust in AI-driven initiatives. Dr. Camille Howard, Associate Director, Ethics & Compliance, **Carrier** Dr. Timothy Miller, Lead Compliance Officer, **Morgan Franklin** 11:10 am**Networking Break** 11:25 am Track A: **Whistleblower Protections in an AI-Driven World** Learn how AI enhances whistleblower protections by automating reporting processes and ensuring confidentiality while detecting unethical behavior. Mary Inman, Partner, **Whistleblower Partners** **Track B: Managing Cyber Risks with AI: Enhancing Threat Detection and Mitigation Strategies** Learn how AI-driven solutions improve cybersecurity by detecting, analyzing and mitigating threats in real-time to protect organizational assets. Douglas Brush, Interim CISO for Regulatory & Legal Compliance, **Brush Cybersecurity** Christopher Pogue, Director, **CyberCX US** 12:30 pm**Networking Lunch** 1:00 pm**Lunch Keynote| The Power of Intuitive AI: Transforming Workflows with Emerging Technology** 1:40 pm Track A: **TBD** Track B: **TBD** 2:30 pm**Networking Break** 2:45 pm**The Future of AI in Corporate Governance and Compliance** Examine how emerging AI technologies are shaping the future of compliance and governance frameworks, and learn how organizations can prepare for the road ahead _Presented by_ Erin K Preston, SVP, CCO and Anti-Money Laundering Compliance Officer, **Wedbush Securitites** Stan Yakoff, Founder, **RegTech Software** 3:30 pm**Event Concludes** ![Image 19: 5star](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/5star.svg) **Hyatt Regency San Francisco**5 Embarcadero Ctr, San Francisco, CA 94111, USA[](tel:) | | Standard Rate | | --- | --- | | Registration | $1,200 | | Government/Regulatory Official | $500 | | Sponsor Registration | Included in Sponsorship Package | Inclusive of all meals and activities. **Sponsorship, Exhibition & Speaking Opportunities**[212.532.9898](tel:212.532.9898)[info@opalgroup.net](mailto:info@opalgroup.net) [New Registration](https://na.eventscloud.com/creativity-in-the-age-of-emerging-technologies-202) [Modify Current Registration](https://na.eventscloud.com/ereg/modifyreg.php?eventid=851569&) [Sponsor this Event](https://opalgroup.net/request-info/#Sponsorship) * [Topics Will Include](https://opalgroup.net/conference/creativity-in-the-age-of-emerging-technology-2025/#tabs-02-02) * Creative Innovation with Emerging Technologies * Technology as a Creative Partner * Interactive Storytelling with AR/VR * Blockchain and Digital Ownership * The Business of Technology-Driven Creativity * Personalized Content at Scale: Using emerging technologies to tailor content for diverse audiences while maintaining authenticity. * New Business Models in Creativity: Exploring how emerging tech is reshaping licensing, royalties, and audience monetization. * Tech-Enhanced Collaboration: Streamlining cross-disciplinary projects with cloud-based tools and real-time collaboration platforms. * Who Owns the Art? Addressing copyright, originality, and intellectual property in tech-facilitated creation. * Bias and Ethics in Generative Tools: Navigating the risks of algorithmic bias and ensuring diversity in AI-created works. * Cultural Impacts of Emerging Technologies: Balancing innovation with respect for tradition and human creativity. * Case Studies and Success Stories: Transformative Projects in Media and Design: Real-world examples of emerging technologies driving innovation in film, advertising, fashion, and gaming. * Overcoming Challenges in Tech Integration: Lessons learned from incorporating new technologies into established creative workflows. * Closing Panel: The Future of Emerging Technologies in the Creative Industry * Live and on-demand video panels/presentations with Q&A * Exhibit Hall with branded interactive booths * Live chatting options in sessions & lounge areas and private direct messaging to attendees for peer to peer networking * Zoom ‘Happy Hours’ for all conference attendees to connect * [Who Should Attend](https://opalgroup.net/conference/creativity-in-the-age-of-emerging-technology-2025/#tabs-03-01) * Chief Creative Officers (CCOs) * Heads of Content * Media Executives * Creative Directors * Senior Leaders in advertising, entertainment, & design industries. ### **Investors vs. Managers / Service Providers** ### **Types of Investors** * [Media Partners](https://opalgroup.net/conference/creativity-in-the-age-of-emerging-technology-2025/#tabs-04-08) * * * * [Policies](https://opalgroup.net/policies/) * [FAQ](https://opalgroup.net/faq/) * [Privacy](https://opalgroup.net/privacy/) * [Careers](https://opalgroup.applytojob.com/apply/) * [](https://twitter.com/opal_group) * [](https://www.linkedin.com/company/opal-financial-group) [![Image 20: logo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/logo.svg)](https://opalgroup.net/) ©2025 Opal Group - All Rights Reserved. * [![Image 22: google](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/google-icon.png)](https://calendar.google.com/) * [![Image 23: outlook](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/outlook-icon.png)](https://calendar.live.com/) * [![Image 24: yahoo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/yahoo-icon.png)](https://calendar.yahoo.com/) × The link has been copied to clipboard. 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[Careers](https://opalgroup.applytojob.com/apply/) Beneficial Electrification Summit: Transportation & Buildings 2025 - New York, NY - Opal Group =============== [![Image 3: logo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/logo.svg)](https://opalgroup.net/) * [![Image 4](https://opalgroup.net/wp-content/uploads/2016/03/Home-Page-21x19.svg)Home](https://opalgroup.net/) * [Conferences](https://opalgroup.net/conferences/) * [![Image 5](https://opalgroup.net/wp-content/uploads/2020/04/All-Division-Icon-Black.svg)All Divisions](http://opalgroup.net/conferences/#all-divisions) * [![Image 6](https://opalgroup.net/wp-content/uploads/2016/03/Finance-16x13.svg)Finance](http://opalgroup.net/conferences/#finance-group) * [![Image 7](https://opalgroup.net/wp-content/uploads/2016/03/Facilities-15x15.svg)Facilities](http://opalgroup.net/conferences/#facilities-group) * [![Image 8](https://opalgroup.net/wp-content/uploads/2018/07/HRicon-black.svg)Human Resources](https://blog.opalgroup.net/hrevents/) * [![Image 9](https://opalgroup.net/wp-content/uploads/2025/07/Icon-Black-Healthcare.svg)Healthcare](https://opalgroup.net/conferences/#healthcare-group) * [![Image 10](https://opalgroup.net/wp-content/uploads/2025/02/Icon-Black-EmergingTech.svg)Emerging Technology](https://opalgroup.net/conferences/#emerging-technology-group) * [![Image 11](https://opalgroup.net/wp-content/uploads/2025/01/Icon-Black-Energy.svg)Energy](http://opalgroup.net/conferences/#energy-group) * [On Demand](https://opalgroup.net/on-demand/) * [Request Information](http://#) * [![Image 12](https://opalgroup.net/wp-content/uploads/2016/03/icons-information-01.svg)Request Information](http://opalgroup.net/request-info/#Request-Information) * [![Image 13](https://opalgroup.net/wp-content/uploads/2016/03/Sponsorship-Icon-20x19.svg)Sponsorship](http://opalgroup.net/request-info/#Sponsorship) * [![Image 14](https://opalgroup.net/wp-content/uploads/2016/03/Mailing-list-Icon-23x14.svg)Mailing List](http://opalgroup.net/request-info/#Mailing-list) * [![Image 15](https://opalgroup.net/wp-content/uploads/2016/03/Partnerships-Icon-26x16.svg)Partnership](http://opalgroup.net/request-info/#Partnership) * [Suggest a Speaker](https://opalgroup.net/suggest-speaker/) * [Blog](https://blog.opalgroup.net/) * [Gallery](https://blog.opalgroup.net/gallery/) * [About Us](https://opalgroup.net/about-us/) * [Contact Us](https://opalgroup.net/contact-us/) [Register](http://opalgroup.net/conferences/#all-divisions) * [](https://twitter.com/opal_group) * [](https://www.linkedin.com/company/opal-financial-group) Beneficial Electrification Summit: Transportation & Buildings 2025 ================================================================== New York, NY November 20, 2025 **111**days left [Register Now](https://opalgroup.net/conference/beneficial-electrification-summit-2025/#tabs-01-04) * [Tell a Friend](mailto:?subject=Beneficial%20Electrification%20Summit%3A%20Transportation%20%26%20Buildings%202025&body=https://opalgroup.net/conference/beneficial-electrification-summit-2025/) * [Add to Calendar](https://opalgroup.net/conference/beneficial-electrification-summit-2025/#) * [Conference Details](https://opalgroup.net/conference/beneficial-electrification-summit-2025/#tabs-01-01) * [Speakers](https://opalgroup.net/conference/beneficial-electrification-summit-2025/#tabs-01-02) * [Registration & Sponsorship](https://opalgroup.net/conference/beneficial-electrification-summit-2025/#tabs-01-04) ![Image 16](http://opalgroup.net/wp-content/uploads/2025/07/bestb-logo-300px.png) State governments continue to work towards emissions reduction goals that have already been set, while corporations also continue to decarbonize operations and lean on innovation to minimize costs. Electrifying the transportation and buildings sectors remains one of the most impactful strategies to decarbonize the economy, but the transition has provided lessons along the way. Join us in New York City for Opal Group’s **Beneficial Electrification Summit: Transportation & Buildings** on Thursday, November 20. This premier event brings together a highly targeted speaker roster and audience of pioneering utilities, clean fleets, and sustainable property developers to share best practices and lessons learned from their electrification journey. Also hear from government authorities and innovative energy providers. ![Image 17](http://opalgroup.net/wp-content/uploads/2025/06/GIS-photos.png) For speaking opportunities, contact **Matthew Masongsong** at [mmasongsong@opalgroup.net](mailto:mmasongsong@opalgroup.net). ### As of July 26, 2025 Please be aware that it is subject to future modifications. [](https://opalgroup.net/conference/beneficial-electrification-summit-2025/#) * [Thursday, November 20, 2025](https://opalgroup.net/conference/beneficial-electrification-summit-2025/#tabs-small-01-1) [](https://opalgroup.net/conference/beneficial-electrification-summit-2025/#) Richard Biedenharn, Electric Vehicle Program Manager, **Cleco** Noel Chambers, Director, Energy Efficiency and Electrification, **Energy New England** Alyssa Cohen, E-Mobility Fleet Advisory Services, **Con Edison** Paul DiBenedetto, Electric Vehicle Program Manager, **PSEG Long Island** Sam duPont, Principal Business Program Manager of Transportation Electrification, **Baltimore Gas & Electric** Lauren Filler, Program Manager, Zero Emission Vehicles, Office of Sustainability, **The Port Authority of New York & New Jersey** Alex Heckman, Director of Engineering, **AvalonBay Communities** Brian Levite, Director of Clean Energy, **Long Island Power Authority** John Markowitz, Senior Director, Head of e-Mobility, **New York Power Authority** Nicholas Peretta, Director of Engineering, e-Mobility, **New York Power Authority** Esteban Romero, Manager of Fleet Services, **Denver Water** Baris Sevinc, Senior Facilities Service Director, **Equity Residential** Alexander Summe, Director of Electrification & Customer Solutions, **Electric Power Research Institute (EPRI)** Siobhan Watson, Vice President, Sustainability, **New York City Housing Authority (NYCHA)** Lincoln Wood, Clean Transportation Manager, **Southern Company** Andy Zellers, President and General Counsel, **Influent Energy** ![Image 18: 1star](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/1star.svg) **Latham & Watkins DC Office**555 11th Street Northwest, Washington, DC 20004, USA[](tel:) #### Registration Pricing | | Standard Rate | | --- | --- | | Utilities, Fleets, Property Developers, and Government | $750 | | General | $1,500 | *Subject to Opal Group’s verification and approval. **For more information about sponsorship opportunities, contact Jeffrey Shapiro at [jshapiro@opalgroup.net](mailto:jshapiro@opalgroup.net)**[](tel:)[](mailto:) [New Registration](https://na.eventscloud.com/beneficial-electrification-summit-2025) [Modify Current Registration](https://na.eventscloud.com/ereg/modifyreg.php?eventid=848847&) * [Topics Will Include](https://opalgroup.net/conference/beneficial-electrification-summit-2025/#tabs-02-02) * Load Growth, Decarbonization, and Other Drivers for Electrification * Transportation & Building Electrification Best Practices & Lessons Learned * Fleet Electrification Innovations * Onsite Generation & Transitioning to Electric-Powered Systems * The Future of the Distribution System * Live and on-demand video panels/presentations with Q&A * Exhibit Hall with branded interactive booths * Live chatting options in sessions & lounge areas and private direct messaging to attendees for peer to peer networking * Zoom ‘Happy Hours’ for all conference attendees to connect * [Who Should Attend](https://opalgroup.net/conference/beneficial-electrification-summit-2025/#tabs-03-01) * Utility Electrification Professionals * Fleet Owners & Operators * Automotive OEMs * Property Owners, Operators & Developers * Distributed Energy Resource Project Developers * Government * Consulting Firms * Engineering Firms * Construction Firms * Electric Vehicle Infrastructure Providers * Building Electrification Solutions Providers ### **Investors vs. Managers / Service Providers** ### **Types of Investors** * [Policies](https://opalgroup.net/policies/) * [FAQ](https://opalgroup.net/faq/) * [Privacy](https://opalgroup.net/privacy/) * [Careers](https://opalgroup.applytojob.com/apply/) * [](https://twitter.com/opal_group) * [](https://www.linkedin.com/company/opal-financial-group) [![Image 19: logo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/logo.svg)](https://opalgroup.net/) ©2025 Opal Group - All Rights Reserved. * [![Image 21: google](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/google-icon.png)](https://calendar.google.com/) * [![Image 22: outlook](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/outlook-icon.png)](https://calendar.live.com/) * [![Image 23: yahoo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/yahoo-icon.png)](https://calendar.yahoo.com/) × The link has been copied to clipboard. 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[jshapiro@opalgroup.net](mailto:jshapiro@opalgroup.net) - [New Registration](https://na.eventscloud.com/beneficial-electrification-summit-2025) - [Modify Current Registration](https://na.eventscloud.com/ereg/modifyreg.php?eventid=848847&) - [Topics Will Include](https://opalgroup.net/conference/beneficial-electrification-summit-2025/#tabs-02-02) - [Who Should Attend](https://opalgroup.net/conference/beneficial-electrification-summit-2025/#tabs-03-01) - [Policies](https://opalgroup.net/policies/) - [FAQ](https://opalgroup.net/faq/) - [Privacy](https://opalgroup.net/privacy/) - [Careers](https://opalgroup.applytojob.com/apply/) Energy Policy & Regulatory Affairs Summit 2025 - Washington, DC - Opal Group =============== [![Image 3: logo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/logo.svg)](https://opalgroup.net/) * [![Image 4](https://opalgroup.net/wp-content/uploads/2016/03/Home-Page-21x19.svg)Home](https://opalgroup.net/) * [Conferences](https://opalgroup.net/conferences/) * [![Image 5](https://opalgroup.net/wp-content/uploads/2020/04/All-Division-Icon-Black.svg)All Divisions](http://opalgroup.net/conferences/#all-divisions) * [![Image 6](https://opalgroup.net/wp-content/uploads/2016/03/Finance-16x13.svg)Finance](http://opalgroup.net/conferences/#finance-group) * [![Image 7](https://opalgroup.net/wp-content/uploads/2016/03/Facilities-15x15.svg)Facilities](http://opalgroup.net/conferences/#facilities-group) * [![Image 8](https://opalgroup.net/wp-content/uploads/2018/07/HRicon-black.svg)Human Resources](https://blog.opalgroup.net/hrevents/) * [![Image 9](https://opalgroup.net/wp-content/uploads/2025/07/Icon-Black-Healthcare.svg)Healthcare](https://opalgroup.net/conferences/#healthcare-group) * [![Image 10](https://opalgroup.net/wp-content/uploads/2025/02/Icon-Black-EmergingTech.svg)Emerging Technology](https://opalgroup.net/conferences/#emerging-technology-group) * [![Image 11](https://opalgroup.net/wp-content/uploads/2025/01/Icon-Black-Energy.svg)Energy](http://opalgroup.net/conferences/#energy-group) * [On Demand](https://opalgroup.net/on-demand/) * [Request Information](http://#) * [![Image 12](https://opalgroup.net/wp-content/uploads/2016/03/icons-information-01.svg)Request Information](http://opalgroup.net/request-info/#Request-Information) * [![Image 13](https://opalgroup.net/wp-content/uploads/2016/03/Sponsorship-Icon-20x19.svg)Sponsorship](http://opalgroup.net/request-info/#Sponsorship) * [![Image 14](https://opalgroup.net/wp-content/uploads/2016/03/Mailing-list-Icon-23x14.svg)Mailing List](http://opalgroup.net/request-info/#Mailing-list) * [![Image 15](https://opalgroup.net/wp-content/uploads/2016/03/Partnerships-Icon-26x16.svg)Partnership](http://opalgroup.net/request-info/#Partnership) * [Suggest a Speaker](https://opalgroup.net/suggest-speaker/) * [Blog](https://blog.opalgroup.net/) * [Gallery](https://blog.opalgroup.net/gallery/) * [About Us](https://opalgroup.net/about-us/) * [Contact Us](https://opalgroup.net/contact-us/) [Register](http://opalgroup.net/conferences/#all-divisions) * [](https://twitter.com/opal_group) * [](https://www.linkedin.com/company/opal-financial-group) Energy Policy & Regulatory Affairs Summit 2025 ============================================== Latham & Watkins DC Office, Washington, DC October 14, 2025 **74**days left [Register Now](https://opalgroup.net/conference/energy-policy-and-regulatory-affairs-summit-2025/#tabs-01-04) * [Tell a Friend](mailto:?subject=Energy%20Policy%20%26%20Regulatory%20Affairs%20Summit%202025&body=https://opalgroup.net/conference/energy-policy-and-regulatory-affairs-summit-2025/) * [Add to Calendar](https://opalgroup.net/conference/energy-policy-and-regulatory-affairs-summit-2025/#) * [Conference Details](https://opalgroup.net/conference/energy-policy-and-regulatory-affairs-summit-2025/#tabs-01-01) * [Speakers](https://opalgroup.net/conference/energy-policy-and-regulatory-affairs-summit-2025/#tabs-01-02) * [Venue Information](https://opalgroup.net/conference/energy-policy-and-regulatory-affairs-summit-2025/#tabs-01-03) * [Registration & Sponsorship](https://opalgroup.net/conference/energy-policy-and-regulatory-affairs-summit-2025/#tabs-01-04) ![Image 16](http://opalgroup.net/wp-content/uploads/2025/06/eprs-logo-300px.png) Exclusive Host Sponsor ![Image 17](http://opalgroup.net/wp-content/uploads/2016/03/latham_watkins.gif) Join us in the nation’s capital for **Opal Group’s Energy Policy & Regulatory Affairs Summit** on Tuesday, October 14 in Washington, DC. This premier event brings together federal, state, and local government representatives, market operators, utilities, power producers, developers, and major energy end users for a day of high-impact dialogue and strategic insight. Through interactive panel discussions with key stakeholders and top decision-makers, attendees will gain essential perspectives on navigating today’s evolving eco-political landscape and the impacts on the energy industry. This Summit is the platform to stay ahead of regulatory shifts, influence future frameworks, and forge valuable connections across the energy value chain. Don’t miss this must-attend event for energy policy and regulatory affairs professionals. ![Image 18](http://opalgroup.net/wp-content/uploads/2025/06/GIS-photos.png) For speaking opportunities, contact **Matthew Masongsong** at [mmasongsong@opalgroup.net](mailto:mmasongsong@opalgroup.net). ### As of July 23, 2025 Please be aware that it is subject to future modifications. [](https://opalgroup.net/conference/energy-policy-and-regulatory-affairs-summit-2025/#) * [Tuesday, October 14, 2025](https://opalgroup.net/conference/energy-policy-and-regulatory-affairs-summit-2025/#tabs-small-01-1) [](https://opalgroup.net/conference/energy-policy-and-regulatory-affairs-summit-2025/#) Kevin Borgia, Vice President of External Affairs & Policy, **SunVest Solar** Stacey Crowley, Vice President of External Affairs, **California ISO** CJ Fong, Vice President for Regulatory Affairs, **Blue Energy** Natasha Gianvecchio, Partner, **Latham & Watkins** Kevin Gunn, Vice President of State and Federal Regulatory Policy, **Evergy** Tracy Hammond, Director of Government Affairs, **AEP** Jonathan Hirte, Director of Federal Affairs, **DTE Energy** Babatunde Idrisu, Energy Policy Manager, **Maryland Energy Administration** Pari Kasotia, Head of State and Federal Policy/Regulatory Affairs, **Luminace** Jake Kornack, Vice President of Government Affairs, **OneEnergy** Leroy Nix, Vice President of Regulatory and Public Affairs, **Entergy** Dave Rardin, Manager of Regulatory/Legislative Affairs, **PJM Interconnection** Bhaskar Ray, VP of Transmission & Interconnection, **Qcells USA Corp.** Myra Sinnott, Vice President of Interconnection and Policy, **Silicon Ranch** Davis Strobridge, Manager of Regulatory Strategy, **ITC Holdings Corp.** Amber Thornhill, Director of FERC and ISO Relations, **National Grid** David Tiktinsky, Head of Nuclear Regulatory Licensing, **Nano Nuclear Energy Inc.** Ted Trabue, Commissioner, **Public Service Commission of the District of Columbia** ![Image 19: 1star](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/1star.svg) **Latham & Watkins DC Office**555 11th Street Northwest, Washington, DC 20004, USA[](tel:) #### Registration Pricing | | Standard Rate | | --- | --- | | Government, Utilities, Market Operators, IPPs, Developers | $750 | | General | $1,500 | *Subject to Opal Group’s verification and approval. **For more information about sponsorship opportunities, contact Jeffrey Shapiro at [jshapiro@opalgroup.net](mailto:jshapiro@opalgroup.net)**[](tel:)[](mailto:) [New Registration](https://na.eventscloud.com/energy-policy-regulatory-affairs-summit-2025) [Modify Current Registration](https://na.eventscloud.com/ereg/modifyreg.php?eventid=846673&) * [Topics Will Include](https://opalgroup.net/conference/energy-policy-and-regulatory-affairs-summit-2025/#tabs-02-02) * Federal Funding & Policy Updates * State Goals & Long-Term Outlook on RPSs * Impacts of Latest Policies on Utility & Industry Investment Plans * Enabling Policies for Emerging Technologies * Consumer Trends & the Future of Merchant Transmission * Impacts of EO “Unleashing American Energy” on Siting & Permitting * Live and on-demand video panels/presentations with Q&A * Exhibit Hall with branded interactive booths * Live chatting options in sessions & lounge areas and private direct messaging to attendees for peer to peer networking * Zoom ‘Happy Hours’ for all conference attendees to connect * [Who Should Attend](https://opalgroup.net/conference/energy-policy-and-regulatory-affairs-summit-2025/#tabs-03-01) * Energy Industry Professionals in Government Policy & Regulatory Affairs * Electric Utilities: Investor-Owned, Municipal & Cooperative * Federal, State, Local Policymakers & Regulators * Market Operators: RTOs/ISOs * Independent Power Producers & Developers * Financiers & Investors * Law Firms * Consulting Firms * Engineering Firms * Construction Firms * Solutions Providers ### **Investors vs. Managers / Service Providers** ### **Types of Investors** * [Exclusive Host Sponsor](https://opalgroup.net/conference/energy-policy-and-regulatory-affairs-summit-2025/#tabs-04-01) * * [Policies](https://opalgroup.net/policies/) * [FAQ](https://opalgroup.net/faq/) * [Privacy](https://opalgroup.net/privacy/) * [Careers](https://opalgroup.applytojob.com/apply/) * [](https://twitter.com/opal_group) * [](https://www.linkedin.com/company/opal-financial-group) [![Image 20: logo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/logo.svg)](https://opalgroup.net/) ©2025 Opal Group - All Rights Reserved. * [![Image 22: google](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/google-icon.png)](https://calendar.google.com/) * [![Image 23: outlook](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/outlook-icon.png)](https://calendar.live.com/) * [![Image 24: yahoo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/yahoo-icon.png)](https://calendar.yahoo.com/) × The link has been copied to clipboard. 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[Careers](https://opalgroup.applytojob.com/apply/) Assisted & Senior Living Environments - December 2025 - Opal Group =============== [![Image 3: logo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/logo.svg)](https://opalgroup.net/) * [![Image 4](https://opalgroup.net/wp-content/uploads/2016/03/Home-Page-21x19.svg)Home](https://opalgroup.net/) * [Conferences](https://opalgroup.net/conferences/) * [![Image 5](https://opalgroup.net/wp-content/uploads/2020/04/All-Division-Icon-Black.svg)All Divisions](http://opalgroup.net/conferences/#all-divisions) * [![Image 6](https://opalgroup.net/wp-content/uploads/2016/03/Finance-16x13.svg)Finance](http://opalgroup.net/conferences/#finance-group) * [![Image 7](https://opalgroup.net/wp-content/uploads/2016/03/Facilities-15x15.svg)Facilities](http://opalgroup.net/conferences/#facilities-group) * [![Image 8](https://opalgroup.net/wp-content/uploads/2018/07/HRicon-black.svg)Human Resources](https://blog.opalgroup.net/hrevents/) * [![Image 9](https://opalgroup.net/wp-content/uploads/2025/07/Icon-Black-Healthcare.svg)Healthcare](https://opalgroup.net/conferences/#healthcare-group) * [![Image 10](https://opalgroup.net/wp-content/uploads/2025/02/Icon-Black-EmergingTech.svg)Emerging Technology](https://opalgroup.net/conferences/#emerging-technology-group) * [![Image 11](https://opalgroup.net/wp-content/uploads/2025/01/Icon-Black-Energy.svg)Energy](http://opalgroup.net/conferences/#energy-group) * [On Demand](https://opalgroup.net/on-demand/) * [Request Information](http://#) * [![Image 12](https://opalgroup.net/wp-content/uploads/2016/03/icons-information-01.svg)Request Information](http://opalgroup.net/request-info/#Request-Information) * [![Image 13](https://opalgroup.net/wp-content/uploads/2016/03/Sponsorship-Icon-20x19.svg)Sponsorship](http://opalgroup.net/request-info/#Sponsorship) * [![Image 14](https://opalgroup.net/wp-content/uploads/2016/03/Mailing-list-Icon-23x14.svg)Mailing List](http://opalgroup.net/request-info/#Mailing-list) * [![Image 15](https://opalgroup.net/wp-content/uploads/2016/03/Partnerships-Icon-26x16.svg)Partnership](http://opalgroup.net/request-info/#Partnership) * [Suggest a Speaker](https://opalgroup.net/suggest-speaker/) * [Blog](https://blog.opalgroup.net/) * [Gallery](https://blog.opalgroup.net/gallery/) * [About Us](https://opalgroup.net/about-us/) * [Contact Us](https://opalgroup.net/contact-us/) [Register](http://opalgroup.net/conferences/#all-divisions) * [](https://twitter.com/opal_group) * [](https://www.linkedin.com/company/opal-financial-group) Assisted & Senior Living Environments 2025 ========================================== San Diego CA December 7, 2025 - December 9, 2025 **130**days left [Register Now](https://opalgroup.net/conference/assisted-senior-living-environments-2025/#tabs-01-04) * [Tell a Friend](mailto:?subject=Assisted%20%26%20Senior%20Living%20Environments%202025&body=https://opalgroup.net/conference/assisted-senior-living-environments-2025/) * [Add to Calendar](https://opalgroup.net/conference/assisted-senior-living-environments-2025/#) * [Conference Details](https://opalgroup.net/conference/assisted-senior-living-environments-2025/#tabs-01-01) * [Speakers & Agenda](https://opalgroup.net/conference/assisted-senior-living-environments-2025/#tabs-01-02) * [Participate](https://opalgroup.net/conference/assisted-senior-living-environments-2025/#tabs-01-04) ![Image 16](http://opalgroup.net/wp-content/uploads/2024/04/ASLE_250px.png) **Assisted & Senior Living Environments** is a premier gathering focused on one of the fastest-growing segments in long-term care: assisted and senior living communities. These environments are vital in helping older adults maintain independence, dignity, and a high quality of life—while receiving personalized support that meets their evolving needs. This exclusive event brings together executive leaders from across the senior living spectrum—including executive directors, and VPs of facilities, capital planning, design, and construction. It’s a space to explore innovative strategies, exchange valuable insights, and tackle the challenges shaping the future of senior care. What sets Assisted & Senior Living Environments apart is its intentionally intimate format. Designed for deep engagement and real connection, the summit encourages meaningful conversations that lead to actionable outcomes. Through immersive discussions and collaborative sessions, attendees forge lasting partnerships and gain forward-looking perspectives that elevate care environments for today’s—and tomorrow’s—aging population. Request your invitation today by contacting [summits@opalgroup.net](mailto:summits@opalgroup.net?subject=A&SLE%20invite%20request). [![Image 17](http://opalgroup.net/wp-content/uploads/2024/02/aslf-photos.png)](https://blog.opalgroup.net/gallery-facilities/#aslf) The Summit Experience --------------------- See what other conferences we have in store for you. ---------------------------------------------------- [![Image 18](http://opalgroup.net/wp-content/uploads/2023/12/HE-OG-1024x512-1.jpg)](https://opalgroup.net/conference/healthcare-environments-2025/) [![Image 19](http://opalgroup.net/wp-content/uploads/2019/08/CNO-OG-1024x512-1.jpg)](https://opalgroup.net/conference/chief-nursing-officer-summit-2025/) ### As of June 1, 2025 Please be aware that it is subject to future modifications. [](https://opalgroup.net/conference/assisted-senior-living-environments-2025/#) * [Sunday, December 7, 2025](https://opalgroup.net/conference/assisted-senior-living-environments-2025/#tabs-small-01-1) * [Monday, December 8, 2025](https://opalgroup.net/conference/assisted-senior-living-environments-2025/#tabs-small-01-2) * [Tuesday, December 9, 2025](https://opalgroup.net/conference/assisted-senior-living-environments-2025/#tabs-small-01-3) [](https://opalgroup.net/conference/assisted-senior-living-environments-2025/#) 2:00 pm**Registration** 5:30 pm**Welcome Cocktail Reception** 6:30 pm**Opening Keynote** 7:30 pm**Dinner Reception** 7:15 am**Itinerary Pick Up & Networking Breakfast** 8:00 am**Resident-Centered Design: Creating Spaces that Inspire Independence** * Learn the principles of resident-centered design to balance safety, comfort, and independence. * Explore architectural and interior strategies that enhance mobility and self-sufficiency. * Understand how shared spaces and outdoor environments foster social engagement. * Discover ways to create inviting, functional spaces that feel like home. 8:50 am**One on One Meetings & Refreshments** 10:25 am**Innovative Financing & Investment Models for Assisted Living** * Understand emerging financing structures that support sustainable assisted living development. * Explore public-private partnerships and investment strategies to enhance affordability and access. * Identify alternative funding sources, including grants, tax incentives, and impact investing. * Analyze successful case studies of innovative financial models in senior living communities. 11:00 am**One on One Meetings** 12:30 pm**Networking Luncheon** 1:35 pm**Crisis Preparedness & Operational Resilience in Changing Times** * Develop proactive strategies to ensure continuity of care during emergencies. * Implement resilient operational frameworks that adapt to evolving challenges. * Strengthen crisis response through effective leadership and staff training. * Leverage technology and data-driven insights to enhance preparedness and recovery. 2:20 pm**Building Cross-Generational Bridges: Partnerships with Local Communities** * Develop spaces that foster meaningful interactions between seniors and younger generations. * Create partnerships with local organizations to enhance engagement and shared experiences. * Integrate intergenerational initiatives into facility design and community outreach. * Leverage collaborative efforts to strengthen social connection and lifelong learning. 2:25 pm**One on One Meetings & Refreshments** 4:00 pm**Embracing Sustainability: Eco-Friendly Practices in Senior Living** _Presented by_ Frances Capritta, Executive Director, The Palisades at Broadmoor Park, **MBK Senior Living** 4:30 pm**Panel: Navigating the Shifting Regulatory & Policy Landscape** * Stay informed on evolving regulations to ensure compliance in assisted living facilities and operations. * Adapt policies and procedures to align with changing federal, state, and local requirements. * Develop proactive strategies to mitigate risks associated with regulatory shifts. * Engage with policymakers and industry leaders to advocate for sustainable senior care practices. 5:05 pm**One on One Meetings & Happy Hour** 6:05 pm**Free Time** 7:30 pm**Networking Dinner** 7:30 am**Refreshments & Networking** 8:00 am**Holistic Wellness: Bridging Physical, Mental & Social Health** * Integrate physical, mental, and social wellness strategies to support residents’ overall wellbeing. * Design environments that promote movement, cognitive engagement, and social interaction. * Implement personalized wellness programs that address diverse needs and preferences. * Leverage community partnerships to enhance holistic health and lifelong fulfillment. 8:50 am**One on One Meetings & Refreshments** 10:20 am**Networking Brunch** 11:10 am**Integrating Smart Technologies & IoT in Daily Operations** * Leverage smart technologies to enhance efficiency, safety, and personalized resident care. * Integrate IoT solutions to streamline daily operations and improve facility management. * Utilize data-driven insights to optimize workflows and proactive health monitoring. * Ensure seamless adoption of technology while maintaining human-centered care. 12:00 pm**Close of Program** ![Image 20: 4star](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/4star.svg) **Omni Houston Hotel**4 Riverway Dr, Houston, TX 77056, USA[](tel:) ![Image 21](http://opalgroup.net/wp-content/uploads/2024/08/hotel-photo-houston.png) #### **Assisted & Senior Living Facility Attendees:** Registration for Assisted & Senior Living Environments is complimentary for the heads of planning, design, construction, and operations from US-based assisted and senior living facilities and is subject to Opal Group’s verification and approval. Registration includes two nights of accommodation at the conference venue, conference-related meals, and networking activities. **Solution Provider Attendees:** Practitioners and executives representing solution provider organizations must participate as sponsors. Sponsorship includes a turnkey booth space for productive business meetings. [![Image 22](http://opalgroup.net/wp-content/uploads/2021/12/button-yourinvitation.png)](https://opalgroup.net/asle-invite-request) [](tel:)[](mailto:) * [Topics Will Include](https://opalgroup.net/conference/assisted-senior-living-environments-2025/#tabs-02-02) * [Highlights](https://opalgroup.net/conference/assisted-senior-living-environments-2025/#tabs-02-03) * Integrating Digital Health & Telemedicine in Senior Living * Cultivating a Resilient Workforce for the Future * Resident-Centered Design: Creating Spaces that Inspire Independence * Holistic Wellness: Bridging Physical, Mental, and Social Health * Navigating the Shifting Regulatory & Policy Landscape * Leveraging Data Analytics for Personalized Care * Embracing Sustainability: Eco-Friendly Practices in Senior Living * Innovative Financing & Investment Models for Assisted Living * Enhancing Community & Social Connectivity * Crisis Preparedness & Operational Resilience in Changing Times * Integrating Smart Technologies & IoT in Daily Operations * Building Cross-Generational Bridges: Partnerships with Local Communities * And more! * **Prescheduled One-to-One Meetings** Each participating solution provider and attendees will have pre-summit access to our matching software that allows you to completely customize your meeting agenda. The password protected website provides the information needed to make your selections on who you want to meet with. * **Exceptional Networking Opportunities** We strive to maximize your face-to-face time by providing a multitude of avenues to engage the senior executives in attendance. The agenda incorporates cocktail receptions, networking lunches and a specially selected offsite dinner at a nearby venue. Leverage the meeting’s relaxed atmosphere and after hours networking activities to build strong personal relationships with current and future clients. * [Testimonials](https://opalgroup.net/conference/assisted-senior-living-environments-2025/#tabs-03-03) ### **Attendee Breakdown** The summit is very well organized. The list of participating vendors is great. Lots of important information I can bring back to my team. Kudos to the Opal team, did a great job overall.**Administrative Director** Adventist Health System So far the best of these types of events I’ve attended. Great, relevant speakers. Perfect size event.**Executive Director Facilities Development & Construction** City of Hope I enjoyed the summit very much. Met some great people & learned about a lot of trends.**Facilities Planning** UC San Diego Health This is a very efficient format. I have gained more applicable knowledge than the last three conferences I attended.**Senior Engineer** Banner Health * [Policies](https://opalgroup.net/policies/) * [FAQ](https://opalgroup.net/faq/) * [Privacy](https://opalgroup.net/privacy/) * [Careers](https://opalgroup.applytojob.com/apply/) * [](https://twitter.com/opal_group) * [](https://www.linkedin.com/company/opal-financial-group) [![Image 23: logo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/logo.svg)](https://opalgroup.net/) ©2025 Opal Group - All Rights Reserved. * [![Image 25: google](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/google-icon.png)](https://calendar.google.com/) * [![Image 26: outlook](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/outlook-icon.png)](https://calendar.live.com/) * [![Image 27: yahoo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/yahoo-icon.png)](https://calendar.yahoo.com/) × The link has been copied to clipboard. 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October 21, 2025 **81**days left [Register Now](https://opalgroup.net/conference/campus-facilities-summit-2025/#tabs-01-04) * [Tell a Friend](mailto:?subject=Campus%20Facilities%20Summit%202025&body=https://opalgroup.net/conference/campus-facilities-summit-2025/) * [Add to Calendar](https://opalgroup.net/conference/campus-facilities-summit-2025/#) * [Conference Details](https://opalgroup.net/conference/campus-facilities-summit-2025/#tabs-01-01) * [Speakers & Agenda](https://opalgroup.net/conference/campus-facilities-summit-2025/#tabs-01-02) * [Hotel Information](https://opalgroup.net/conference/campus-facilities-summit-2025/#tabs-01-03) * [Participate](https://opalgroup.net/conference/campus-facilities-summit-2025/#tabs-01-04) ![Image 16](http://opalgroup.net/wp-content/uploads/2024/04/CFS-250px.png) Shaping the Future of Campus Environments ----------------------------------------- **Make Information Actionable. Innovate & Collaborate.** College campuses have seen a transformation over the last 3 years and continue to navigate through periods of supply chain issues, increasing costs, labor shortages, and more. What has helped during this time? Collaboration and sharing of ideas with each other. College campuses have undergone significant transformation over the past few years, with institutions continuously adapting to challenges like supply chain disruptions, rising costs, labor shortages, and shifting student needs. One thing has remained clear—progress happens through collaboration and the exchange of ideas. The Campus Facilities Summit brings together senior leaders in facilities management, capital planning, construction, and engineering from top colleges and universities across the U.S. This exclusive, invitation-only conference offers a focused and intimate setting for campus executives to connect, share strategies, and explore innovative solutions that shape the future of campus design and infrastructure. Designed for Chief Facilities Officers, AVPs of Facilities, Directors of Construction, and other senior decision-makers, the summit offers a curated experience with highly targeted sessions and meaningful peer-to-peer engagement. It’s more than a conference—it’s a catalyst for action, improvement, and strategic planning. Discover how leaders across higher education are transforming their campuses to meet today’s demands while building for tomorrow. Request your invitation today and be part of the conversation driving campus innovation by contacting [summits@opalgroup.net](mailto:summits@opalgroup.net?subject=Campus%20Facilities%20invite%20request). [![Image 17](http://opalgroup.net/wp-content/uploads/2024/02/cfs-photos.png)](https://blog.opalgroup.net/gallery-facilities/#cfs) The Summit Experience --------------------- See what other conferences we have in store for you. ---------------------------------------------------- [![Image 18](http://opalgroup.net/wp-content/uploads/2019/08/LRFS-OG-1024x512-1.jpg)](https://opalgroup.net/conference/labs-research-facilities-summit-2025/) [![Image 19](http://opalgroup.net/wp-content/uploads/2019/08/CAFS-OG-1024x512-1.jpg)](https://opalgroup.net/conference/campus-athletics-facilities-summit-2026/) ### As of July 7, 2025 Please be aware that it is subject to future modifications. [](https://opalgroup.net/conference/campus-facilities-summit-2025/#) * [Sunday, October 19, 2025](https://opalgroup.net/conference/campus-facilities-summit-2025/#tabs-small-01-1) * [Monday, October 20, 2025](https://opalgroup.net/conference/campus-facilities-summit-2025/#tabs-small-01-2) * [Tuesday, October 21, 2025](https://opalgroup.net/conference/campus-facilities-summit-2025/#tabs-small-01-3) [](https://opalgroup.net/conference/campus-facilities-summit-2025/#) 3:30 pm**Registration** 5:20 pm**Attendee Orientation / Solution Partner Orientation** 5:30 pm**Welcome Cocktail Reception** 6:30 pm**Opening Keynote** 7:30 pm**Dinner Reception** 7:15 am**Itinerary Pick-Up & Networking Breakfast** 8:00 am**Enhancing Collaboration Between Campus Operations, Academics, & Facilities****Planning** Successful campus projects require input from across the institution. Learn how to bridge communication gaps and align priorities among academic leadership, facilities teams, and operations staff. _Presented by_ David Kang, Associate Vice President of Facilities, Caltech 8:50 am**One-on-One Meetings & Refreshments** 10:25 am**Powering the Future: Clean, Scalable Energy Solutions for Schools** Creating energy-efficient schools requires more than just cost savings—it’s about building a resilient and forward-thinking infrastructure. This session explores how clean, reliable, and cost-effective energy solutions like microgrids, fuel cells, and renewable systems are helping higher education institutions reduce consumption, ensure operational continuity, and lead in sustainable innovation. Discover how scalable technologies are transforming campuses into models of energy resilience and performance. _Presented by_ Selwyn Simmons, Higher Education Strategic Accounts Lead, **Bloom Energy** 11:00 am**One-on-One Meetings** 12:30 pm**Networking Luncheon** 1:35 pm**Reducing Campus Maintenance Costs: Strategies for Long-Term Sustainability** Aging infrastructure and shrinking budgets demand smarter maintenance strategies. This discussion will highlight sustainable materials, preventative maintenance planning, and life-cycle cost analysis to optimize long-term operations. _Presented by_ Dean L. Hansen, PE, Assistant Vice Chancellor and Chief Facilities Officer, **University of Mississippi** 2:05 pm**Panel: Balancing Student, Faculty, and Staff Needs in Campus Design** Campus spaces must serve diverse user groups with varying priorities and daily experiences. This session explores strategies to balance academic, social, and operational needs through inclusive and flexible design solutions. _Presented by_ Bonita Dukes, Vice President of Facilities Management, **Clark Atlanta University** Thomas Morrison, Vice President for Facilities, **Duke University** 2:55 pm**One-on-One Meetings & Refreshments** 4:00 pm**Engaging and Managing External Stakeholders in the Higher Ed Ecosystem** Public agencies, donors, community groups, and industry partners all influence campus projects. Discover effective strategies for stakeholder engagement, expectation management, and long-term relationship building. _Presented by_ Davita Colclough, Senior Campus Planner, **George Mason University** 4:30 pm**Developing Robust Emergency Protocols for Campus Facilities** From natural disasters and active threat scenarios to utility failures and pandemic responses, attendees will learn how to assess risks, coordinate across departments, and ensure the safety and continuity of campus operations. This session will explore best practices for designing and implementing comprehensive emergency protocols tailored to the unique needs of higher education institutions. _Presented by_ Cynthia Carolina, Director of Facilities & Operations, **University of California Riverside** Andrew Flores, Director, Emergency Management Environmental Health & Safety, **University of California Riverside** 5:15 pm**One-on-One Meetings & Happy Hour** 6:30 pm**Free Time** 7:30 pm**Networking Dinner** 7:30 am**Morning Refreshments & Networking** 8:00 am**Modernizing Campus Infrastructure to Support Emerging Educational****Technologies** Technology is reshaping the way students learn and faculty teach. This session explores infrastructure upgrades—from connectivity to AV systems—that enable seamless adoption of new tools and platforms. _Presented by_ Melvin Robinson, Principal, National Sports Director, **PBK Architects** 8:50 am**One-on-One Meetings & Refreshments** 10:20 am**Networking Brunch** 11:15 am**Panel: Streamlining Disconnected Academic and Administrative Systems for Institutional Efficiency** Disjointed systems can hinder productivity and collaboration across campus. Explore how technology, integrated planning, and cross-functional coordination can help unify institutional operations and improve service delivery. 12:00 pm**Close of Program** ![Image 20: 4star](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/4star.svg) **The Westin Rancho Mirage Golf Resort & Spa**71333 Dinah Shore Dr, Rancho Mirage, CA 92270, USA[](tel:) #### **Higher Education Attendees:** Registration for the Campus Facilities Summit is complimentary for the heads of planning, design, and construction of US-based higher-ed institutions and is subject to Opal Group’s verification and approval. Registration includes two nights of accommodation at the conference venue, conference-related meals, and networking activities. **Solution Provider Attendees:** Practitioners and executives representing solution provider organizations must participate as sponsors. Sponsorship includes a turnkey booth space for productive business meetings. [![Image 21](http://opalgroup.net/wp-content/uploads/2021/12/button-yourinvitation.png)](https://blog.opalgroup.net/cfs-invite-request/) [](tel:)[](mailto:) * Prescheduled One-to-One Meetings: Each participating solution provider and attendees will have pre-summit access to our matching software that allows you to completely customize your meeting agenda. The password protected website provides the information needed to make your selections on who you want to meet with. * Exceptional Networking Opportunities We strive to maximize your face-to-face time by providing a multitude of avenues to engage the senior executives in attendance. The agenda incorporates cocktail receptions, networking lunches and a specially selected offsite dinner at a nearby venue. Leverage the meeting’s relaxed atmosphere and after hours networking activities to build strong personal relationships with current and future clients. * [Testimonials](https://opalgroup.net/conference/campus-facilities-summit-2025/#tabs-03-03) **How much does it cost to attend?** Virtual Campus Facilities Summit is complimentary for spec writers and architects. **How do I register for the Summit?** Contact [summits@opalgroup.net](mailto:summits@opalgroup.net) to participate in the Summit. **Where is it located?** This is an online conference, which means that it can be accessed anywhere in the world through a desktop, laptop, mobile device or tablet. Audio and presentation viewing is accessed through an internet connection. Supported browsers include Chrome, Firefox or Safari. **How do I join the online Summit?** The online Summit login links will be emailed to you prior to the event. **How do I access my meetings?** Each meeting will have separate web enabled access that will be emailed to you in advance of the summit. Access links will also be available in the virtual one-on-one meeting rooms. **How do I obtain credits for presentations?** Attendance is tracked for all live presentations. Opal Group will submit attendance records to AIA. On-Demand presentations are subjected to self-reporting. Certificates will also be available upon request. **Can I access the slides post-event?** All presentations will be available after the conference via the on-demand recording link. Opal provides a unique opportunity by bringing together amazing vendors, firms, and higher education in a more personal environment, providing moments of shared best practices, one-on-one focused discussions with vendors, and building lasting partnerships.**Assistant Director of College Facilities** Vanderbilt University I thought the Summit was well-balanced in the seminar subjects and the presentations. The attendees were a great group of colleagues to meet and discuss timely issues. Meeting with the assorted Vendors I came away with some great future relationships.**Director of Space Planning and Design** University of Southern California I really enjoyed it. We had a lot of great meetings and had some great conversations with facility managers and architects about our product offerings.**Global Accessories Category Manager** Bobrick Washroom Equipment, Inc. Opal Group puts on a great summit. The speakers were relevant and outstanding, the industry partners were informative, and the accommodations and food were excellent.**Director of Campus Planning** Louisiana State University The small group gave us all a better chance to connect with each other than we would otherwise have in a large conference. Highly recommend this approach.**AVP Capital Strategy & Planning** George Mason University I thought this was a very productive Summit overall. It was great getting to speak with both architects/designers as well as the owners.**Regional Sales Manager** International Cellulose Corporation * [Sponsors](https://opalgroup.net/conference/campus-facilities-summit-2025/#tabs-04-01) * * * * * * * * * * * * * * * * * * * [Policies](https://opalgroup.net/policies/) * [FAQ](https://opalgroup.net/faq/) * [Privacy](https://opalgroup.net/privacy/) * [Careers](https://opalgroup.applytojob.com/apply/) * [](https://twitter.com/opal_group) * [](https://www.linkedin.com/company/opal-financial-group) [![Image 22: logo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/logo.svg)](https://opalgroup.net/) ©2025 Opal Group - All Rights Reserved. * [![Image 24: google](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/google-icon.png)](https://calendar.google.com/) * [![Image 25: outlook](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/outlook-icon.png)](https://calendar.live.com/) * [![Image 26: yahoo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/yahoo-icon.png)](https://calendar.yahoo.com/) × The link has been copied to clipboard. 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October 21, 2025 **81**days left [Register Now](https://opalgroup.net/conference/labs-research-facilities-summit-2025/#tabs-01-04) * [Tell a Friend](mailto:?subject=Labs%20%26%20Research%20Facilities%20Summit%202025&body=https://opalgroup.net/conference/labs-research-facilities-summit-2025/) * [Add to Calendar](https://opalgroup.net/conference/labs-research-facilities-summit-2025/#) * [Conference Details](https://opalgroup.net/conference/labs-research-facilities-summit-2025/#tabs-01-01) * [Speakers & Agenda](https://opalgroup.net/conference/labs-research-facilities-summit-2025/#tabs-01-02) * [Hotel Information](https://opalgroup.net/conference/labs-research-facilities-summit-2025/#tabs-01-03) * [Participate](https://opalgroup.net/conference/labs-research-facilities-summit-2025/#tabs-01-04) ![Image 16](http://opalgroup.net/wp-content/uploads/2024/04/LRFS-300px.png) Driving Innovation in Lab Design, Construction & Operations ----------------------------------------------------------- **Collaborate. Innovate. Build for What’s Next.** Laboratories and research facilities demand some of the most rigorous standards in planning, design, and construction—because excellence in science begins with excellence in infrastructure. Whether it’s a national laboratory, biotech or pharmaceutical R&D hub, hospital lab, or a university research and engineering facility, the shared mission is clear: to create and maintain world-class environments that support critical discovery and innovation. The Labs & Research Facilities Summit convenes senior leaders in capital planning, facilities, design, and operations from the nation’s most prominent labs and R&D institutions. This invitation-only conference offers an intimate, collaborative setting where executives can share insights, tackle common challenges, and explore cutting-edge solutions that enhance the functionality, sustainability, and resilience of their facilities. Unlike traditional industry events, this summit redefines the executive conference experience—focusing on meaningful connections, actionable takeaways, and peer-driven learning. With smaller, targeted sessions and a relaxed environment, attendees gain real value through in-depth conversations and lasting partnerships. Join your peers in shaping the next generation of high-performance lab environments. **Request your invitation today and be part of the collaboration that’s transforming research infrastructure by contacting [summits@opalgroup.net](mailto:summits@opalgroup.net?subject=Labs%20invite%20request).** [![Image 17](http://opalgroup.net/wp-content/uploads/2024/02/cfs-photos.png)](https://blog.opalgroup.net/gallery-facilities/#cfs) The Summit Experience --------------------- See what other conferences we have in store for you. ---------------------------------------------------- [![Image 18](http://opalgroup.net/wp-content/uploads/2020/11/CFS-OG-1024x512-1.jpg)](https://opalgroup.net/conference/campus-facilities-summit-2025/) [![Image 19](http://opalgroup.net/wp-content/uploads/2020/02/Edu-Tech-Facilities-OG-1024x512-1.jpg)](https://opalgroup.net/conference/edu-tech-facilities-2025-2/) ### As of July 7, 2025 Please be aware that it is subject to future modifications. [](https://opalgroup.net/conference/labs-research-facilities-summit-2025/#) * [Sunday, October 19, 2025](https://opalgroup.net/conference/labs-research-facilities-summit-2025/#tabs-small-01-1) * [Monday, October 20, 2025](https://opalgroup.net/conference/labs-research-facilities-summit-2025/#tabs-small-01-2) * [Tuesday, October 21, 2025](https://opalgroup.net/conference/labs-research-facilities-summit-2025/#tabs-small-01-3) [](https://opalgroup.net/conference/labs-research-facilities-summit-2025/#) 2:00 pm**Registration** 5:20 pm**Attendee Orientation / Solution Partner Orientation** 5:30 pm**Welcome Cocktail Reception** 6:30 pm**Opening Keynote** 7:30 pm**Dinner Reception** 7:15 am**Itinerary Pick-Up & Networking Breakfast** 8:00 am**Divergent- Adaptable- Resilient – Environments for Science that Evolve** Modern lab design is centered on creating divergent environments that provide a platform for change and a clear pathway to the future. Adaptable systems enable fluid boundaries, supporting evolving research needs. Emphasizing resiliency, these immersive spaces align with institutional culture and strategic goals. Together, technology and human-centered design drive continuous evolution, ensuring labs are equipped for what’s next. _Presented by_ Marilee Lloyd, Lab Planner, **HED** 8:50 am**One-on-One Meetings & Refreshments** 10:25 am**Delivering A Successful Construction Project** Executing a successful construction project requires thoughtful coordination across clearly defined phases. It begins by establishing the project’s objectives, scope, budget, timeline, and stakeholders. The planning and design phase includes feasibility studies, vendor selection, and detailed architectural and engineering development. During project execution, teams assess design alignment with goals, secure approvals, manage contracts, initiate construction, and maintain communication and safety protocols. Finally, the project concludes with punch list resolution, inspections, and a comprehensive handover package. A structured, detail-oriented approach at each step ensures the project meets expectations for performance, cost, and schedule. Jeffrey Danklefsen, Director, Facility Operations, **Sofie Biosciences** 11:00 am**One-on-One Meetings** 12:30 pm**Networking Luncheon** 1:35 pm**AI Facility Applications: Enabling AI-Driven Research in Building Design** Artificial intelligence is revolutionizing the design of research facilities, enabling environments that support advanced scientific endeavors. This presentation explores two pioneering examples: the AI for Material Design (AIMD) Lab at Johns Hopkins University and the Versatile Neutron Imaging Instrument (VENUS) at Oak Ridge National Laboratory (ORNL). _Presented by_ Stephen Blair, PE, LEED AP, Principal/Science & Technology Practice Leader, **CannonDesign** Tom Clune, AIA, LEED AP, Vice President & Senior Project Manager, **CannonDesign** 2:05 pm**Panel: War Stories from the Jobsite: Lessons Learned in Lab Renovations and New****Builds** Behind every successful lab project is a story of surprises, pivots, and lessons learned the hard way. Join a panel of project leaders as they reflect on the realworld challenges of lab construction, from stakeholder alignment to last-minute design changes. Expect candid insights, practical takeaways, and advice you won’t find in a project manual. _Panelists_ Mike Nickels, Director, Cyclotron Facility, **Washington University** Benjamin Stevenson, Director of Facilities, **CARGO Therapeutics** Claire Stingley, Director, Lab Facilities Operations, **Ensoma, Inc.** _Moderator_ Dave McGlashan, RA, ISPE, Vice President Architecture / Senior Science Leader, **WSP** 2:55 pm**One-on-One Meetings & Refreshments** 4:00 pm**Creating Interactive Lab Facilities by Putting Science on Display** Following the pandemic, it has become evident that in-person collaboration, research, and education remain irreplaceable. The design of laboratory buildings as active facilitators of collaborative and educational environments is fundamental to the success of educational and research laboratory facilities. Creating laboratory facilities that showcase scientific activities continues to be essential for the long-term viability of science buildings. _Presented by_ Don Kranbuehl, Academic, Science and Technology Principal, **Clark Nexsen** Anna Traylor, AIA, WELL AP, Senior Architect, **Clark Nexsen** 4:30 pm**People, Process, Place: Stakeholder-Centered Lab Planning** Great lab design starts with listening. This session highlights methods for engaging researchers, technicians, and facilities staff throughout the planning process, ensuring the final result aligns with how people actually work. Learn how inclusive design improves functionality, safety, and user satisfaction from day one. _Panelists_ Jotham Austin, Facility Director of Advanced Electron Microscopy, **University of Chicago** Claudius Mundoma, Director of Shared Instrumentation Facilities | Vice Provost and Dean of Research, **Stanford University** Jennifer Watts, Director, Facilities & Strategic Projects, **UCLA Jonsson Comprehensive Cancer** _Moderator_ Michelle Adams, Shared Facilities Vice President, Research Operations, **Cincinnati Children's Hospital Medical Center** 5:15 pm**One-on-One Meetings & Happy Hour** 6:30 pm**Free Time** 7:30 pm**Networking Dinner** 7:30 am**Morning Refreshments & Networking** 8:00 am**Panel: Lab Planning Hacks: Increasing Efficiency Without Sacrificing Performance** When timelines are tight and budgets tighter, smart design decisions make all the difference. This session shares creative tactics, layout strategies, and infrastructure planning hacks that maximize space and performance with minimal waste. Hear how experienced planners find “hidden efficiencies” without compromising scientific rigor. _Panelists_ Melissa Gutierrez, Associate Director of Facilities & Operations, **Seawolf Therapeutics** Brenna Tam, Building Special Projects Manager, David Geffen School of Medicine, **UCLA** 8:50 am**One-on-One Meetings & Refreshments** 10:20 am**Networking Brunch** 11:15 am**Panel: Connected Labs, Connected Buildings: Smart Technologies in Action** Smart labs don’t just collect data—they act on it. Explore how integrated systems like IoT sensors, digital twins, and AI-enabled building controls are transforming lab environments into safer, more efficient, and responsive spaces. This session features real-world examples of how digital infrastructure is reshaping lab performance. 12:00 pm**Close of Program** ![Image 20: 4star](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/4star.svg) **The Westin Rancho Mirage Golf Resort & Spa**71333 Dinah Shore Dr, Rancho Mirage, CA 92270, USA[](tel:) #### **Labs & Research Facilities Attendees:** Registration for the Labs & Research Facilities Summit is complimentary for the heads of planning, design, and construction of US-based laboratories and research institutions and is subject to Opal Group’s verification and approval. Registration includes two nights of accommodation at the conference venue, conference-related meals, and networking activities. **Solution Provider Attendees:** Practitioners and executives representing solution provider organizations must participate as sponsors. Sponsorship includes a turnkey booth space for productive business meetings. [![Image 21](http://opalgroup.net/wp-content/uploads/2021/12/button-yourinvitation.png)](https://blog.opalgroup.net/lrfs-invite-request/) [](tel:)[](mailto:) * How Life Sciences Can Be More Sustainable and Resilient * Space Utilization: Open/Flex Labs vs. Traditional Design * Facility Repurpose and Reuse * Managing Expectations and Budgets with Increased Costs * Flexible Spaces with the Option to go Between Wet & Dry Lab * Revitalizing Lab Spaces to Use as a Recruitment Tool * Business Continuity in the Event of an Emergency * A Researcher’s Needs and the Translation to the Design Team * Leadership Strategies, Staff Efficiency, and Recruitment for Lab Design * Creating & Operating Energy Efficient Labs * [Industry Representation](https://opalgroup.net/conference/labs-research-facilities-summit-2025/#tabs-03-01) * [Testimonials](https://opalgroup.net/conference/labs-research-facilities-summit-2025/#tabs-03-03) Attendees have requested to meet with companies in the following categories: * Acoustical * Air Flow Controls * Animal Housing-Vivaria * Aquatic Housing Systems * Architectural Design * Asset Management * Biocontainment Facilities * Building Commissioning * Building Controls * Building Controls-Systems * Building Systems * Casework * Civil Engineering * Cleanrooms * Construction Management * Cost Estimating * Design Build * Electrical Engineering * Energy Management * Environmental * Ergonomics * Facilities Management * Fume Hoods * Furniture And Fixtures * HVAC * Interior Design * Interior Finishes * Laboratory Safety * Landscape-Landscape Design * Mechanical Engineering * Mechanical Systems * Mechanical-Electrical-Plumbing * Monitoring Systems * Nanotechnology Labs * Space-Asset Utilization * Structural Engineering * Technologies And Systems * Ventilated Containment Systems * Ventilation Systems * Vivarium * Wind Engineer I really enjoyed the presentations as well as the info we received from the vendors. It’s always great to get around like-minded people and see if there are ways to maximize efficiency. **Operations Project Manager | Design & Construction Assistant Project Manager,** Houston Methodist Research Institute This was a very informative and educational event. Great networking opportunity. **Director of Research Facilities,** Texas Tech University So far the best of these types of events I’ve attended. Great, relevant speakers. Perfect size event.**Executive Director, Facilities, Design & Construction,** City of Hope * [Sponsors](https://opalgroup.net/conference/labs-research-facilities-summit-2025/#tabs-04-01) * [Media Partners](https://opalgroup.net/conference/labs-research-facilities-summit-2025/#tabs-04-04) * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * [Policies](https://opalgroup.net/policies/) * [FAQ](https://opalgroup.net/faq/) * [Privacy](https://opalgroup.net/privacy/) * [Careers](https://opalgroup.applytojob.com/apply/) * [](https://twitter.com/opal_group) * [](https://www.linkedin.com/company/opal-financial-group) [![Image 22: logo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/logo.svg)](https://opalgroup.net/) ©2025 Opal Group - All Rights Reserved. * [![Image 24: google](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/google-icon.png)](https://calendar.google.com/) * [![Image 25: outlook](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/outlook-icon.png)](https://calendar.live.com/) * [![Image 26: yahoo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/yahoo-icon.png)](https://calendar.yahoo.com/) × The link has been copied to clipboard. 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Opal Group =============== [![Image 3: logo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/logo.svg)](https://opalgroup.net/) * [![Image 4](https://opalgroup.net/wp-content/uploads/2016/03/Home-Page-21x19.svg)Home](https://opalgroup.net/) * [Conferences](https://opalgroup.net/conferences/) * [![Image 5](https://opalgroup.net/wp-content/uploads/2020/04/All-Division-Icon-Black.svg)All Divisions](http://opalgroup.net/conferences/#all-divisions) * [![Image 6](https://opalgroup.net/wp-content/uploads/2016/03/Finance-16x13.svg)Finance](http://opalgroup.net/conferences/#finance-group) * [![Image 7](https://opalgroup.net/wp-content/uploads/2016/03/Facilities-15x15.svg)Facilities](http://opalgroup.net/conferences/#facilities-group) * [![Image 8](https://opalgroup.net/wp-content/uploads/2018/07/HRicon-black.svg)Human Resources](https://blog.opalgroup.net/hrevents/) * [![Image 9](https://opalgroup.net/wp-content/uploads/2025/07/Icon-Black-Healthcare.svg)Healthcare](https://opalgroup.net/conferences/#healthcare-group) * [![Image 10](https://opalgroup.net/wp-content/uploads/2025/02/Icon-Black-EmergingTech.svg)Emerging Technology](https://opalgroup.net/conferences/#emerging-technology-group) * [![Image 11](https://opalgroup.net/wp-content/uploads/2025/01/Icon-Black-Energy.svg)Energy](http://opalgroup.net/conferences/#energy-group) * [On Demand](https://opalgroup.net/on-demand/) * [Request Information](http://#) * [![Image 12](https://opalgroup.net/wp-content/uploads/2016/03/icons-information-01.svg)Request Information](http://opalgroup.net/request-info/#Request-Information) * [![Image 13](https://opalgroup.net/wp-content/uploads/2016/03/Sponsorship-Icon-20x19.svg)Sponsorship](http://opalgroup.net/request-info/#Sponsorship) * [![Image 14](https://opalgroup.net/wp-content/uploads/2016/03/Mailing-list-Icon-23x14.svg)Mailing List](http://opalgroup.net/request-info/#Mailing-list) * [![Image 15](https://opalgroup.net/wp-content/uploads/2016/03/Partnerships-Icon-26x16.svg)Partnership](http://opalgroup.net/request-info/#Partnership) * [Suggest a Speaker](https://opalgroup.net/suggest-speaker/) * [Blog](https://blog.opalgroup.net/) * [Gallery](https://blog.opalgroup.net/gallery/) * [About Us](https://opalgroup.net/about-us/) * [Contact Us](https://opalgroup.net/contact-us/) [Register](http://opalgroup.net/conferences/#all-divisions) * [](https://twitter.com/opal_group) * [](https://www.linkedin.com/company/opal-financial-group) European Private Credit & ABF Summit 2025 ========================================= London Marriott Hotel Grosvenor Square, London, UK October 6, 2025 **66**days left [Register Now](https://opalgroup.net/conference/european-private-credit-and-abf-summit-2025/#tabs-01-04) * [Tell a Friend](mailto:?subject=European%20Private%20Credit%20%26%20ABF%20Summit%202025&body=https://opalgroup.net/conference/european-private-credit-and-abf-summit-2025/) * [Add to Calendar](https://opalgroup.net/conference/european-private-credit-and-abf-summit-2025/#) * [Conference Details](https://opalgroup.net/conference/european-private-credit-and-abf-summit-2025/#tabs-01-01) * [Past Speakers](https://opalgroup.net/conference/european-private-credit-and-abf-summit-2025/#tabs-01-02) * [Registration Pricing](https://opalgroup.net/conference/european-private-credit-and-abf-summit-2025/#tabs-01-04) ![Image 16](http://opalgroup.net/wp-content/uploads/2025/07/EPCAS-Logo-400.png) Titanium Sponsor ![Image 17](http://opalgroup.net/wp-content/uploads/2024/03/SnP-Global.png) Join us this Autumn for Opal’s **European Private Credit & ABF Summit**. This conference will focus on the European private credit & direct lending markets. Featuring a full day of panel sessions & opportunities to network with key market participants. [![Image 18](http://opalgroup.net/wp-content/uploads/2025/05/View-Gallery-Photos-ecps2025.png)](https://blog.opalgroup.net/gallery/#epcs) [](https://opalgroup.net/conference/european-private-credit-and-abf-summit-2025/#) * [Monday, October 6, 2025](https://opalgroup.net/conference/european-private-credit-and-abf-summit-2025/#tabs-small-01-1) [](https://opalgroup.net/conference/european-private-credit-and-abf-summit-2025/#) Francesca Ficai, Managing Editor, **, PitchBook | LCD** Daniel Sinclair, Partner, **Ares Management** Sandeep Agarwal, Partner, **Beechbrook Capital LLP** Matthias Mathieu, Managing Partner, **BRIGHT CAPITAL** Reji Vettasseri, Lead Portfolio Manager, Private Market Solutions, **DECALIA SA** Ganesh Rajendra, Managing Partner, **Integer Advisors LLP** Garret Tynan, Managing Director, **KBRA** Joe Ellis-Grewal, Executive Director, **Mount Street** Francesco Dissera, **Independent Advisor** Cathy Lu, Alternative Credit, **Ares Management** Jon Landis, Managing Director, **BMO Sponsor Finance** Sabrina Fox, CEO, **European Leveraged Finance Association** Edward Baker, Head of Securitisation, **Prodigy Finance** Catherine Streeter, Board Director, Help For Children UK, Head of Non-Bank Financial Institutions (NBFI) Sales, Cash Management, **BlackRock** Margarida Ferreira, Investor Intelligence Lead, **Macfarlanes LLP** Graham Roche, Director, **IQEQ** Sam Terry, Managing Director, Global Data, **Reorg** Aongus McCarthy, Partner, **Walkers** Scott Duggal, Senior Director, Funds, **KBRA** Ian Wiese, Managing Director, **Barings** Will Jones, Senior Investment Officer, **Monument Re** Rajan Chandolia, Executive Director, Product Strategy & Development, **Pemberton Capital Advisors LLP** Rachel McGovern, Europe Editor, **KBRA Direct Lending Deals** Orla Walsh, Managing Director, **Barings** Bhoomika Kesaria, Head of Investor Relations, **Channel Capital Advisors LLP** Nadine Resha, Senior Investment Manager, **Magnetar** Matthias Kirchgässner, Managing Partner, **Plexus Investments** Catherine Baulamon, Founder & Director, **BlackRobin Group** Walter Gontarek, CEO & Chair, **Channel Capital Advisors** Martins Marnauza, Partner, Investment, **Coller Capital Ltd.** Adelaide Morphett, Associate Director, Sustainability Specialist, **IFM Investors** Ryon Aguirre, Senior Director, Funds, **KBRA** Bernard Galea, Principal, **Pantheon** Smridhi Gulati, Partner, Cadwalader, **Wickersham & Taft LLP** Mike Dennis, Partner and Co-Head of European Credit, **Ares Management** Julian S. Schickel, Founding Partner, Managing Partner and Member of the Management and Investment Committees, **AvCap** Markus Geiger, Head of Private Debt, **ODDO BHF Asset Management SAS** Cécile Mayer Levi, Head of Private Debt, **Tikehau Investment Management** ![Image 19: 5star](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/5star.svg) **London Marriott Hotel Grosvenor Square**Grosvenor Square, London W1K 2HN, UK[](tel:) | | Rate | | --- | --- | | Room | £450 GBP **[SOLD OUT]** | | **The room block is currently sold out.** Please contact Marcela Celma to be put on the waitlist [(mcelma@opalgroup.net)](mailto:mcelma@opalgroup.net?subject=EPCS%20Summit%20Hotel%20Room%20Waitlist%20Request%20target=) | | #### Registration Pricing | | Early Bird Rate _(expires Aug. 15)_ | Standard Rate | | --- | --- | --- | | LP* | Complimentary | Complimentary | | Fund Manager / GP* | $995 USD | $1,295 USD | | Standard | $1,695 USD | $1,995 USD | | Standard Package Discount Attend the European CLO Summit + European Private Credit Summit | $2,695 USD | $2,995 USD | | Fund Manager / GP Package Discount Attend the European CLO Summit + European Private Credit Summit | $1,495 USD | $1,795 USD | *Subject to Opal Group’s verification and approval. **Sponsorship, Exhibition & Speaking Opportunities**[212.532.9898](tel:212.532.9898)[info@opalgroup.net](mailto:info@opalgroup.net) [New Registration](https://na.eventscloud.com/european-private-credit-2025) [Modify Current Registration](https://na.eventscloud.com/ereg/modifyreg.php?eventid=845380&) [Sponsor this Event](http://opalgroup.net/request-info/#Sponsorship) * Investor Roundtable * The Current State And Outlook For The Global CLO Market * CLO Equity * CLOS, a Tool to Fund the Real Economy * How to Analyse Structural Features of a CLO * CLO Managers Roundtable – State of the Art * CLO 2.0’s Evolution Not Revolution – Market Backdrop & Themes * Manager Screening & Evaluation * Issuer Roundtable * Securitisation and Market Place Lending (P2P) * CLO Markets in a Regulated Environment/ Risk Retention * Evaluating Leveraged Loan Market Performance and Direction * Relative Value in the CLO Market * Launching a New CLO * Middle Market * AAA Investor Roundtable * How to Construct a CLO * Successful CLO Management Strategies and Structures in the Current Environment * [Who Should Attend](https://opalgroup.net/conference/european-private-credit-and-abf-summit-2025/#tabs-03-01) * LP’s – Family Offices * Insurance Companies * MM CLO Investors * Pension Funds * Wealth Advisors * GP’s * Investment Banks * Law Firms * Rating Agencies * Subscription Finance Providers * SPV Lenders * Tech Service Providers * Trustees * [Past Sponsors](https://opalgroup.net/conference/european-private-credit-and-abf-summit-2025/#tabs-04-01) * [2025 Sponsor](https://opalgroup.net/conference/european-private-credit-and-abf-summit-2025/#tabs-04-05) * [Media Partners](https://opalgroup.net/conference/european-private-credit-and-abf-summit-2025/#tabs-04-08) * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * [Policies](https://opalgroup.net/policies/) * [FAQ](https://opalgroup.net/faq/) * [Privacy](https://opalgroup.net/privacy/) * [Careers](https://opalgroup.applytojob.com/apply/) * [](https://twitter.com/opal_group) * [](https://www.linkedin.com/company/opal-financial-group) [![Image 20: logo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/logo.svg)](https://opalgroup.net/) ©2025 Opal Group - All Rights Reserved. * [![Image 22: google](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/google-icon.png)](https://calendar.google.com/) * [![Image 23: outlook](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/outlook-icon.png)](https://calendar.live.com/) * [![Image 24: outlook](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/outlook_v10_icon.png)](https://opalgroup.net/calendars/2025/eapcs-2025.ics) * [![Image 25: yahoo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/yahoo-icon.png)](https://calendar.yahoo.com/) × The link has been copied to clipboard. 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August 2025 - Opal Group =============== [![Image 3: logo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/logo.svg)](https://opalgroup.net/) * [![Image 4](https://opalgroup.net/wp-content/uploads/2016/03/Home-Page-21x19.svg)Home](https://opalgroup.net/) * [Conferences](https://opalgroup.net/conferences/) * [![Image 5](https://opalgroup.net/wp-content/uploads/2020/04/All-Division-Icon-Black.svg)All Divisions](http://opalgroup.net/conferences/#all-divisions) * [![Image 6](https://opalgroup.net/wp-content/uploads/2016/03/Finance-16x13.svg)Finance](http://opalgroup.net/conferences/#finance-group) * [![Image 7](https://opalgroup.net/wp-content/uploads/2016/03/Facilities-15x15.svg)Facilities](http://opalgroup.net/conferences/#facilities-group) * [![Image 8](https://opalgroup.net/wp-content/uploads/2018/07/HRicon-black.svg)Human Resources](https://blog.opalgroup.net/hrevents/) * [![Image 9](https://opalgroup.net/wp-content/uploads/2025/07/Icon-Black-Healthcare.svg)Healthcare](https://opalgroup.net/conferences/#healthcare-group) * [![Image 10](https://opalgroup.net/wp-content/uploads/2025/02/Icon-Black-EmergingTech.svg)Emerging Technology](https://opalgroup.net/conferences/#emerging-technology-group) * [![Image 11](https://opalgroup.net/wp-content/uploads/2025/01/Icon-Black-Energy.svg)Energy](http://opalgroup.net/conferences/#energy-group) * [On Demand](https://opalgroup.net/on-demand/) * [Request Information](http://#) * [![Image 12](https://opalgroup.net/wp-content/uploads/2016/03/icons-information-01.svg)Request Information](http://opalgroup.net/request-info/#Request-Information) * [![Image 13](https://opalgroup.net/wp-content/uploads/2016/03/Sponsorship-Icon-20x19.svg)Sponsorship](http://opalgroup.net/request-info/#Sponsorship) * [![Image 14](https://opalgroup.net/wp-content/uploads/2016/03/Mailing-list-Icon-23x14.svg)Mailing List](http://opalgroup.net/request-info/#Mailing-list) * [![Image 15](https://opalgroup.net/wp-content/uploads/2016/03/Partnerships-Icon-26x16.svg)Partnership](http://opalgroup.net/request-info/#Partnership) * [Suggest a Speaker](https://opalgroup.net/suggest-speaker/) * [Blog](https://blog.opalgroup.net/) * [Gallery](https://blog.opalgroup.net/gallery/) * [About Us](https://opalgroup.net/about-us/) * [Contact Us](https://opalgroup.net/contact-us/) [Register](http://opalgroup.net/conferences/#all-divisions) * [](https://twitter.com/opal_group) * [](https://www.linkedin.com/company/opal-financial-group) Family Office & Private Wealth Legacy Summit 2025 ================================================= Parrish Art Museum, Water Mill, NY August 26, 2025 - August 27, 2025 **26**days left [Register Now](https://opalgroup.net/conference/family-office-private-wealth-legacy-summit-2025/#tabs-01-04) * [Tell a Friend](mailto:?subject=Family%20Office%20%26%20Private%20Wealth%20Legacy%20Summit%202025&body=https://opalgroup.net/conference/family-office-private-wealth-legacy-summit-2025/) * [Add to Calendar](https://opalgroup.net/conference/family-office-private-wealth-legacy-summit-2025/#) * [Conference Details](https://opalgroup.net/conference/family-office-private-wealth-legacy-summit-2025/#tabs-01-01) * [Venue Information](https://opalgroup.net/conference/family-office-private-wealth-legacy-summit-2025/#tabs-01-03) * [Registration Pricing](https://opalgroup.net/conference/family-office-private-wealth-legacy-summit-2025/#tabs-01-04) ![Image 16](http://opalgroup.net/wp-content/uploads/2024/03/OG-FOPL-logo.png) The landscape of family offices has seen a significant transformation over the last decade, influenced by substantial wealth accumulation, demographic shifts, and the evolving preferences of younger generations. "Family Office Private Wealth Legacy" is an exclusive gathering at the Parrish Museum in Southampton, designed to explore these paradigm shifts. This event offers in-depth content and unparalleled networking opportunities with leaders from single and multi-family offices, alongside ultra-high-net-worth investors. Join us as we delve into the trends shaping the future of wealth management, focusing on social impact investing, technological advancements, and sustainability. [![Image 17](http://opalgroup.net/wp-content/uploads/2024/10/PWL-2024-Gallery.png)](https://blog.opalgroup.net/gallery/#pwl) ### As of July 27, 2025 Please be aware that it is subject to future modifications. [](https://opalgroup.net/conference/family-office-private-wealth-legacy-summit-2025/#) * [Monday, August 25, 2025](https://opalgroup.net/conference/family-office-private-wealth-legacy-summit-2025/#tabs-small-01-1) * [Tuesday, August 26, 2025](https://opalgroup.net/conference/family-office-private-wealth-legacy-summit-2025/#tabs-small-01-2) * [Wednesday, August 27, 2025](https://opalgroup.net/conference/family-office-private-wealth-legacy-summit-2025/#tabs-small-01-3) [](https://opalgroup.net/conference/family-office-private-wealth-legacy-summit-2025/#) **Social Activities TBA** 7:00 am**Exhibit Set-Up** 7:30 am**Registration / Information Desk Opens / Exhibit Hall / Session Rooms Open** All confirmed pre-registered delegates must approach the Registration Desk to check in and pick up conference badges. Business Cards are required to retrieve badges. 7:30 am**Networking Breakfast & Welcome Reception** 8:20 am**Chairperson Opening Remarks** _Presented by_ Jason Ma, CEO & Chief Mentor, **ThreeEQ** 8:25 am**Welcome Remarks** _Presented by_ Bill Manger, Mayor, **Village of Southampton** 8:30 am**Bridging Generations: Wealth Transfer Dialogues Between Family Office Parents and Heirs** _Moderator_ Jason Ma, CEO & Chief Mentor, **ThreeEQ** _Panelists_ Kevin McGovern, Chairman, **McGovern Capital LLC (SFO)** and his son, Jarrett Rosemary Sagar, Chief Investment Officer, **Sagar Family Office**, and her son, Sebastian Julia Haart, Founder, **+Body by Julia Haart**, and her son, Shlomo Lindsey Sichel Rubinstein, Executive Director, **FBE (SFO)**, and her two children 9:20 am Track A: **Structuring the Family Office for Fairness: Estate Planning, Succession, and Governance Strategies** _Moderator_ Lisa Cohen, Founder, CEO, **Visible National Trust** Board Chair, **Visible Foundation** _Panelists_ Amy Brodsky, Founding Partner, **Sky Partners LLC** Vishal H. Kewalramani, Chairman & CEO, **The Valkin Group SFO** Matt Herrick, **Herrick Wealth Advisor** Carol Pepper, Chief Executive Officer & Founder, **Pepper International LLC (MFO)** Track B: **The AI Revolution: Transforming Family Office Investments for the 21st Century through Next-Gen Investors** _Moderator_ R. Adam Smith, Partner, Founder, **RAS Capital Partners** _Panelists_ Micah Kotch, Partner, **Blackhorn Ventures** Iryna Voskerician, Founder and Editor-in-Chief, **Red Hot Monde Magazine**; Founder, **MachX** Michael Raso, Managing Partner, **Conduit Private Partners, LLC** MJ Gottlieb, CEO, **Loosid App** 10:00 am Track A: **Strategic Diversification: Exploring Alternative and Niche Opportunities in Uncertain Markets** _Moderator_ Tami Kesselman, Founder & CEO, **Next Gen Success LLC** _Panelists_ Nathan Lord, Head of Risk, **Jaffa Capital Management** Mark Jennings, Managing Director - Head of Capital Introductions, **Bite Investments** Russell Deakin, Managing Partner, **Aceana Group (SFO)** Track B: **Empowering Innovation: Women’s Diverse Perspectives in Next Generation Investing** _Moderator_ LeAnita Ragland-Brooks, Former Managing Director, VP Prudential Financial Enterprise Strategic Relationship Management, **Prudential Financial** _Panelists_ Lamya Alaoui, Advisory Council Member, **Harvard Business Review** Monica Morton, President, Investigator, Compliance, **K.N.O.W. LLC Consulting Group** Desiree Patno, CEO, **NAWRB** Deborah Magid, Managing Director, **DoubleStar Venture Partners** 10:40 am Track A:**Innovative Deals: Transforming Private Equity and Venture Capital for Market Revitalization** _Moderator_ Anna Dayn, Managing Partner, **New End** _Panelists_ Samira Salman, Chief Operating Officer, **Heathside Ventures (SFO)** Sarah Anderson, Founding Partner, **Vault Fund** Vishal Verma, General Partner, **Edgewood Ventures (SFO)** Lisa Yu, Advisory Committee, **99VC / SGG World** Track B: **Navigating Private Credit and Direct Lending: A Roadmap for Opportunities and Risk Management** _Moderator_ Adi Divgi, CIO, **Divino Global Holdings** _Panelists_ Victoria Vysotina, Chief Investment Officer, **Wealth Growth Partners** Imran Bora, Founder/CEO, **IB Capital Partners** Thomas Haug, Chief Executive Officer, Managing Member, **Aspen Tree Advisory** David Robb, Managing Director, **Frontier Group (SFO)** 11:15 am**STANDALONE PRESENTATION** _Presented by_ Lee Conti Jr., Parner, **CPS Private Client Solutions** 11:35 am**360 Degree Defense: Cybersecurity and Investigations for the Modern Family Office** _Presented by_ Katherine Kaze, Senior Director, **Nardello & Co. LLC** Joseph Pochron, Managing Director of Digital Investigations & Cyber Risk, **Nardello & Co. LLC** 11:45 am**STANDALONE PRESENTATION** _Presented by_ Chris Giordano, CEO, **MiMedia Inc.** 12:05 pm**Change Equals Opportunity: Be the CEO of Your Life** _Presented by_ James Keyes, Former CEO, **7-Eleven and Blockbuster Video** 12:30 pm**Networking Luncheon** 1:40 pm Track A: **2026 Real Estate Risk Outlook: Comprehensive Strategies for Investment Stability** _Moderator_ Jacqueline Campbell, Founder and CEO, Alexander Legacy Private Wealth Management _Panelists_ Aaron Manoucheri, COO, Co-Founder, **Manoucheri Brothers (SFO)** Marek Zmysłowski, Founder & CEO, **Samana Group** Track B: **Collaborative Wealth Strategies: Integrating the Next Generation** _Moderator_ Rikki Ragland, Founder, President and Consultant, **Rikki Ragland Media** _Panelists_ Susan R. Schoenfeld, Chief Executive Officer, **Wealth Legacy Advisors LLC** Jennifer Wines, JD, CPWA, Author, **Invisible Wealth** Raissa Hacohen, Managing Partner, **HUR Partners** Dawn Marie LaMonica, JD, **Family Office Advisor** 2:15 pm Track A: **Beyond Mandates: Shaping Next-Gen Asset Allocation with Sustainable and Impactful Investment Strategies** _Moderator_ Kay Makishi, VP, **Lupoff/Stevens Family Office** _Panelists_ Nidhi Chadda, Founder and CEO, **Enzo Advisors** David Hamilton Nichols, **Private Investor** Dr. Canaan Williams, Managing Partner, **The Proactive Realty Group, LLC** Payel Farasat, Chief Growth Advisor, **FINCA** Dennis B. Levine, Founder & Chief Executive Officer, **Water Garden Farms** Track B: **Global Shifts, New Leaders: Framing Domestic Decisions in a World of Unrest** _Moderator_ James Rosebush, Chief Executive Officer, **GrowthStrategy, Inc. and The Wealth and Family Office Management Group** _Panelists_ Peter Ragone, Principal, **PWR LLC** Barbara Doran, Emeritus Trustee, **Pennsylvania State University** 2:55 pm Track A: **Optimizing Legacy and Tax Efficiency in Family Offices** _Moderator_ Charles Rettig, **Former IRS Commissioner**, Shareholder, **Chamberlain Hrdlicka** _Panelist_ David Helprin, Managing Director – Tax Services, **SS&C Technologies** Track B:**Strategic Giving: Philanthropy or Impact Investment for Social Change?** _Moderator_ Dail St. Claire, CEO and President, **Episcopal Church Foundation and Endowment** _Panelists_ Francie Heller, Board of Directors, **Abundance Capital** Patricia Silverstein, President, **Silverstein Dream Foundation**; Board Member, **The Cure Alliance**; Coaching, **X Humanity** Charna Boquette, Chief Development Officer, **Boys & Girls Clubs of Puerto Rico** 3:30 pm Track A: **Digital Frontiers: Next-Generation Investment Strategies in Cryptocurrencies and Beyond** _Moderator_ Howie Schwartz, Family Member, **AI & JB Capital LLC** _Panelists_ Susan Lindeque, Founder, **Lindeque Family Office** Monica Monajem, Principal, **Amitis Capital** TBA, **Pointer.Capital** CK Zheng, Co-Founder & CIO, **ZX Squared Capital** Michael Terpin, CEO, **Transform Capital (SFO)** Track B: **Next-Gen Entertainment and Investments: Opportunities for Family Offices and Young Investors** _Moderator_ Lisa Morris, Vice President, **AKS Family Foundation** _Panelists_ Wendy Federman, CEO, **Foolish Mortal Productions** Gary Green, Owner, **Alliance Sports** Matthew Salloway, CEO, **GSI Ventures** Consuelo Vanderbilt, Co-Founder, **SohoMuse** Amrit Kaur, **Canadian Actress, HBO Max Series “The Sex Lives of College Girls”** 4:05 pm**STANDALONE PRESENTATION** _Presented by_ Marilyn Chinitz, Litigator, Partner, **Blank Rome LLP** 4:25 PM**KEYNOTE FIRESIDE CHAT** 4:45 pm**KEYNOTE PRESENTATION** _Presented by_ Dr. Sanjiv Chopra, Professor of Medicine, **Harvard Medical School** Amita Chopra, **Yoga for Peace** Ankita Narula, Partner, **Akshaya Patra** 5:05 pm**A Four-Star Tour of the World** _Presented by_ General David H. Petraeus, Partner, KKR & Chairman, **KKR Global Institute** John Chiang, Board Member, **Astrana Health** 6:15 pm**Cocktail Reception** 7:30 am**Registration / Information Desk Opens / Exhibit Hall / Session Rooms Open** All confirmed pre-registered delegates must approach the Registration Desk to check in and pick up conference badges. Business Cards are required to retrieve badges. 7:30 am**Morning Meditation for Centering & Flow on the Lawn** Please join us for an opportunity to get relaxed, centered, and grounded before the beginning of the day _Presented by_ Po-Hong Yu, Founder, CEO, Energy Leadership Coach, **Big Red Alchemy** 7:30 am**Networking Breakfast & Welcome Reception** 8:30 am**Second Day Opening Remarks from the Chairperson** _Presented by_ Jason Ma, Founder & CEO, **ThreeEQ**; Member, **The B20/G20** 8:35 am**Simple is Smart** _Presented by_ Tracey Abbott, Senior Operating Partner, **Abbott Strategies** 8:55 am Track A: **Strategic Approaches for Family Offices and Legacy Preservation through Insurance Plans** _Moderator_ Erik Vynckier, Chair, **Foresters Friendly Society** _Panelists_ TBA, **Blue Owl Capital** Kamil Homsi, Founder & Chief Executive Officer, **GRC Investment Group (Dubai) (SFO)** Track B: **When Business is Personal: Mastering Relationship Management in Family Offices** _Moderator_ Lindsey Sichel Rubinstein, Executive Director, **FBE (SFO)** _Panelists_ Robert Cocuzzo, Founder, **Jackson Point Publishing** Marco Soriano, Managing Partner, **The Soriano Family Office** Richard Zimmerman, Partner and Executive Director, **WE Family Offices Foundation House** Zung Nguyen, Founder & President, **ZTN Capital Consulting LLC** 9:35 am Track A: **Investing in Health: Family Office Investing in the Next Wave of Healthcare Innovations** _Moderator_ Keara Sauber, CEO, **Sauber Capital** Alfred E. Slanetz PhD, President & CEO, **Geneius Biotechnology Inc.** Tom Mahoney, Managing Principal, **Mahoney Family Office (SFO)** Tirto Adji, Managing Partner, **Samudra Pacific Capital Partners (SFO)** Salil Patel, Managing Partner, **Virtuosity LLC (MFO)** Track B: **Nurturing Work-Life Balance and Personal Wellness in Family Offices** _Moderator_ Mary D'Souza, CIO, **Misha Investments** _Panelists_ Natalia Tchetchoulina, Partner, **Cerity Partners** Jacqueline Campbell, Founder and CEO, Alexander Legacy Private Wealth Management Po-Hong Yu, Founder, CEO, Energy Leadership Coach, **Big Red Alchemy** Jennifer Wines, JD, CPWA, Author, **Invisible Wealth** 10:15 am**A Four-Star Construct for Strategic Leadership** _Presented by_ General David H. Petraeus, Partner, **KKR**; & Chairman, **KKR Global Institute** John Chiang, Board Member, **Astrana Health** 11:00 am**Journey: 5-hour ENERGY® to Family Office and Hedge Fund** _Presented by_ Danny Jisa, Managing Director – Business Development, **MBX Group** Tyler Novak, Director – Business Development, **MBX Group** Jennifer Morrissey, Director, **MBX Group** 11:20 am**Powering the Future: Marc Antonio Soriano on EV Innovation, U.S. Manufacturing, and Market Evolution** _Presented by_ Marco Soriano, Managing Partner, **The Soriano Family Office** 11:30 am**Fireside Chat** _Presented by_ Wilbur Ross, **39th United States Secretary of Commerce** 12:00 pm**TBA** _Presented by_ Sahil Kothari, Investor, Philanthropist, Entrepreneur, **Jewelex** Ankita Narula, Partner, **Akshaya Patra** 12:20 pm**Keynote Presentation** _Presented by_ Keith Kaplan, CEO, **Maykr Inc.** 12:40 pm**Continuing the Legacy: The Next Generation of Leaders Shaping the Future of Ocean, Land & Space Exploration** _Moderator_ Tami Kesselman, Founder & CEO, **Next Gen Success LLC, LOHAS** _Panelists_ Mark Fowler, Vice President, **Equitable Earth Foundation** Che Bolden, Chief Executive Officer, **The Charles F. Bolden Group** Fabien Cousteau, **Filmmaker and Explorer** 1:20 pm**LUNCH AT THE HAMPTON CLASSIC HORSE SHOW** _Separate Registration Required_ ![Image 18: 1star](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/1star.svg) **Parrish Art Museum, Water Mill**279 Montauk Hwy, Water Mill, NY 11976, USA[](tel:) [Book Now](https://na.eventscloud.com/pwl25) | Hotel Room | Rate | | --- | --- | | Southampton Inn | $495 per night + $25 Resort Fee | | Canoe Place Inn & Cottage | $625 per night + 6% Resort Fee | | The Bentley Hotel Southampton | $549 per night | Exclusive of daily state and local taxes [Read cancellation policy here.](https://opalgroup.net/policies/) #### Registration Pricing | | Standard Rate | Onsite Registration Rate | | --- | --- | --- | | Managers/Service Providers | $3,495 | $4,019.25 | | Investors ( Complimentary ) Subject to Opal Group Back Office Verification* | Complimentary | $250 | *Due to extremely high demand and limited space, registration priority is given to paying investors and managers. 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[Silver Sponsors](https://opalgroup.net/conference/family-office-private-wealth-legacy-summit-2025/#tabs-04-04) - [Bronze Sponsors](https://opalgroup.net/conference/family-office-private-wealth-legacy-summit-2025/#tabs-04-05) - [Media Partners](https://opalgroup.net/conference/family-office-private-wealth-legacy-summit-2025/#tabs-04-08) - [FAQ](https://opalgroup.net/faq/) - [Privacy](https://opalgroup.net/privacy/) - [Careers](https://opalgroup.applytojob.com/apply/) CTA Summit - September 2025 - Chicago, IL - Opal Group =============== [![Image 3: logo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/logo.svg)](https://opalgroup.net/) * [![Image 4](https://opalgroup.net/wp-content/uploads/2016/03/Home-Page-21x19.svg)Home](https://opalgroup.net/) * [Conferences](https://opalgroup.net/conferences/) * [![Image 5](https://opalgroup.net/wp-content/uploads/2020/04/All-Division-Icon-Black.svg)All Divisions](http://opalgroup.net/conferences/#all-divisions) * [![Image 6](https://opalgroup.net/wp-content/uploads/2016/03/Finance-16x13.svg)Finance](http://opalgroup.net/conferences/#finance-group) * [![Image 7](https://opalgroup.net/wp-content/uploads/2016/03/Facilities-15x15.svg)Facilities](http://opalgroup.net/conferences/#facilities-group) * [![Image 8](https://opalgroup.net/wp-content/uploads/2018/07/HRicon-black.svg)Human Resources](https://blog.opalgroup.net/hrevents/) * [![Image 9](https://opalgroup.net/wp-content/uploads/2025/07/Icon-Black-Healthcare.svg)Healthcare](https://opalgroup.net/conferences/#healthcare-group) * [![Image 10](https://opalgroup.net/wp-content/uploads/2025/02/Icon-Black-EmergingTech.svg)Emerging Technology](https://opalgroup.net/conferences/#emerging-technology-group) * [![Image 11](https://opalgroup.net/wp-content/uploads/2025/01/Icon-Black-Energy.svg)Energy](http://opalgroup.net/conferences/#energy-group) * [On Demand](https://opalgroup.net/on-demand/) * [Request Information](http://#) * [![Image 12](https://opalgroup.net/wp-content/uploads/2016/03/icons-information-01.svg)Request Information](http://opalgroup.net/request-info/#Request-Information) * [![Image 13](https://opalgroup.net/wp-content/uploads/2016/03/Sponsorship-Icon-20x19.svg)Sponsorship](http://opalgroup.net/request-info/#Sponsorship) * [![Image 14](https://opalgroup.net/wp-content/uploads/2016/03/Mailing-list-Icon-23x14.svg)Mailing List](http://opalgroup.net/request-info/#Mailing-list) * [![Image 15](https://opalgroup.net/wp-content/uploads/2016/03/Partnerships-Icon-26x16.svg)Partnership](http://opalgroup.net/request-info/#Partnership) * [Suggest a Speaker](https://opalgroup.net/suggest-speaker/) * [Blog](https://blog.opalgroup.net/) * [Gallery](https://blog.opalgroup.net/gallery/) * [About Us](https://opalgroup.net/about-us/) * [Contact Us](https://opalgroup.net/contact-us/) [Register](http://opalgroup.net/conferences/#all-divisions) * [](https://twitter.com/opal_group) * [](https://www.linkedin.com/company/opal-financial-group) CTA Summit 2025 =============== Union League Club of Chicago, Chicago, IL September 11, 2025 **41**days left [Register Now](https://opalgroup.net/conference/cta-summit-2025/#tabs-01-04) * [Tell a Friend](mailto:?subject=CTA%20Summit%202025&body=https://opalgroup.net/conference/cta-summit-2025/) * [Add to Calendar](https://opalgroup.net/conference/cta-summit-2025/#) * [Conference Details](https://opalgroup.net/conference/cta-summit-2025/#tabs-01-01) * [Venue Information](https://opalgroup.net/conference/cta-summit-2025/#tabs-01-03) * [Registration Pricing](https://opalgroup.net/conference/cta-summit-2025/#tabs-01-04) ![Image 16](http://opalgroup.net/wp-content/uploads/2025/04/CTA-PNG_300.png) The **CTA Summit** program highlights the benefits and opportunities for institutional and private wealth investors to invest in commodities traded by a range of new, small, diverse, women owned, emerging and boutique fund managers. In addition to networking with key decision-makers of family offices, endowments, foundations, and pension funds, boutique and new managers will be able to connect and exchange best practice ideas with their peers. Delegates will hear from the nation’s leaders in the new, ever-changing commodities and emerging managers market. The conference format is designed to be educational with fireside chat-style panels. Only a few educational standalone presentations will be permitted. ![Image 17](http://opalgroup.net/wp-content/uploads/2023/11/FOWF-photos.png) ### Current as of September 15, 2024 [](https://opalgroup.net/conference/cta-summit-2025/#) * [Monday, September 23, 2024](https://opalgroup.net/conference/cta-summit-2025/#tabs-small-01-1) * [Tuesday, September 24, 2024](https://opalgroup.net/conference/cta-summit-2025/#tabs-small-01-2) [](https://opalgroup.net/conference/cta-summit-2025/#) 7:30 am**Exhibit Set-Up** 8:00 am**Registration/Information Desk & Exhibit Hall Opens** 8:00 am**Networking Breakfast** 8:55 am**Opening Remarks** 9:00 am**LPs and Consultants Viewpoint: Insights Into The Outlook For Emerging****Managers** _Moderator_ Daniel Walker, Board Member, **BLU Educational Foundation** _Panelists_ Taffi Ayodele, Director of Diverse & Emerging Manager Strategies, **Office of New York City Comptroller Brad S. Lander** Mary Cahill, CEO & CIO, **Acansa Investment Management Group** Abigail E. Laufer, Chief Executive Officer, **Ferguson Family Office (SFO)** LaRoy Brantley, Principal, **Meketa Investment Group** 9:50 am**Fostering Growth & Alignment Through Emerging Private Equity and****Venture Capital Managers** _Moderator_ Wendy Craft, CEO, **Elle Family Office (Lazarian Family SFO)** _Panelists_ Josh Sobeck, Partner, **747 Capital LLC** Lo Toney, Founding Managing Partner, **Plexo Capital** Gordon Chan, Managing Director, **Tano Capital (SFO)** 10:30 am**Unlocking New LP Capital: Strategies and Opportunities For Real Estate Emerging Fund Managers** _Moderator_ Skip Coomber, President, **Coomber Family Estates (SFO)** _Panelists_ Peter Mullen, Managing Director - Capital Markets, **Gray Harbor Capital** Vanessa Braxton, Chief Executive Officer & President, **B4MC Group Black Momma Brands** (SFO) Jeff Klotz, Principal, The Klotz Companies, **Klotz Family Office (SFO)** Michael Rieger, Director of Business Development, **Reliant Real Estate Investments** 11:20 am**Legal Considerations For Emerging Managers** _Presented by_ Brett Cotler, Partner, **Seward & Kissel** 11:45 am**Networking Break and Refreshments** 12:10 pm**Opportunistic Alternative, Non-Correlated and Niche Strategies For Diversification** _Moderator_ Hema Virani, Family Office Executive, **Modi Global (SFO) / Ish Family Office (SFO)** _Panelists_ Sachin Agarwal, Founder, Portfolio Manager, **Carrack Capital** Grant Jaax, Chief Executive Officer & Chief Investments Officer, **Mongo Holdings (SFO)** Steven McClurg, CEO, **Canary Capital** 12:50 pm**Global Economic & Geopolitical Outlook and The Shifting Dynamics Of****LP/GP Relationships** _Moderator_ James Rosebush, Chief Executive Officer, **Intersection Impact Fund/The Wealth and Family Office Management Group (MFO)** _Panelists_ Darshun Kendrick, **Georgia House of Representatives, District 95**, Founder, **Kairos Capital Legal Advisors** Kamil Homsi, Founder, **GRC Investment Group Dubai (SFO)** Aaron Lupuloff, Senior Executive Director, **Gwinnett County Public Schools Foundation** 1:30 pm**Networking Luncheon** 2:40 pm**Creating Alpha via Public Markets: A Perspective On The Future Of Public****Markets and Emerging Managers** _Moderator_ Barbara Doran, Emeritus Trustee, Member, Finance Committee and Endowment Investment Council, **Pennsylvania State University** _Panelists_ Robert Zuccaro, CFA, Founder & Chief Investment Officer,**Golden Eagle Strategies** Adam Choppin CFA, APFI, Investment Officer Manager Research & Investment Strategy, **Xponance** Stacy Haislip, Managing Director, **TAG Associates** 3:20 pm**Unlocking Long-Term Returns: The Power of Mission-Driven and****Sustainable Impact Strategies** _Moderator_ Margaret Gifford, Co-Founder and Chief Impact Investment Officer, **Abundance Capital** _Panelists_ Dr. Canaan V. Williams, Managing Partner, **The Proactive Realty Group, LLC** Demetric Duckett, Managing Partner, **Known / Living Cities** Ryan Green, COO, **DL3 Realty, L.P.** Chris Hagler, Co-Founder, **Impact Pathways Inc.** 4:00 pm**Thinking Outside the Box On Aligning LP/GP Interests: GP Stakes, Seed &****Secondaries** _Moderator_ Skip Coomber, President, **Coomber Family Estates (SFO)** _Panelists_ Michelle Jacobi, Managing Director, **Gatewood Capital Partners** Josh Sobeck, Partner, **747 Capital LLC** Michael Belles, Co-Founder & Head of Partnerships, **Catalyze** 4:40 pm**Investor Due Diligence & Asset Raising Tips For Emerging Fund Managers** _Moderator_ Gordon Grant Curtis, Director of Investments, **CI Investments (SFO)** _Panelists_ Michelle RhodesBrown, Chief Financial Officer, **The Walters Art Museum** Jeff Klotz, Principal, **The Klotz Companies, Klotz Family Office (SFO)** Adam Choppin CFA, APFI, Investment Officer Manager Research & Investment Strategy, **Xponance** 5:20 pm**Entrepreneurs, Artists, Athletes and Emerging Managers Unite To Deliver****Impact & ROI For Investors** _Moderator_ Tyreek Moore, Founding Partner, **Unified State Group** _Panelists_ Ovie Mughelli, **2X All Pro NFL Veteran**, Founder and CEO, **The Ovie Mughelli Foundation** Michael Cogdill, **Former network affiliate TV anchor**, Founder, **Heartstrong Media. Heartstrong Books** Rochester ‘Chester’ Johnson Jr., President, **Quad Iron Enterprise LLC** Asher Allen, Co-Founder, **RARE (Real Athletes in Real Estate)** Corey Jackson, Former NFL, Chairman and CEO, **Qwerkz** 6:10 pm**Networking Cocktail Reception** 8:00 am**Registration Desk & Exhibit Hall Opens** 8:00 am**Networking Breakfast** 9:05 am**Opening Remarks – Day 2** 9:10 am**Keynote: Entrepreneurship – The New Philanthropy** _Presented by_ Jeff Hoffman, Co-Founder, **Priceline.com**, Founder, **World Youth Horizons** 9:30 am**Operational Due Diligence & Service Provider Selection: Best Practices For****Boutique & Emerging Managers** _Moderator_ Paola Cardenales, Vice President, **Callan** _Panelists_ Demetric Duckett, Managing Partner, **Known / Living Cities** Michael Belles, Co-Founder & Head of Partnerships, **Catalyze** Jared Maher, Partner, **Prager Metis** 10:10 am**Exploring the Future of Artificial Intelligence: Strategies For Investors &****Managers to Harness The Power of AI** _Moderator_ Lo Toney, Founding Managing Partner, **Plexo Capital** _Panelists_ Jared Green, Founder, **Engage** Jeff Hoffman, Co-Founder, **Priceline.com**, Founder, **World Youth Horizons** Sanjay Bhatia, Founder, **Izenda (SFO)** Hema Virani, Family Office Executive, **Modi Global (SFO) / Ish Family Office (SFO)** 10:50 am**Diversity Drivers: How Increased Diversity Increase ROI & Market****Competitiveness** _Moderators_ David Brand, Chair of Investment Board, **City of Atlanta General Pension Fund** _Panelists_ Toni Hackett Antrum, President, **The Hackett Robertson Tobe Group (HRTG)** Karlene A. Gordon, SVP, Diversity and Inclusion Officer, **Ameris Bank** Kiy Watts, Chief People Officer, **TOCA Football** Chad I. Johnson, MBA, Director of Trust and Wealth Management, **Argent Trust Company** Katerina Stroponiati, Founder, **Brilliant Minds** 11:45 am**Conference Concludes** ![Image 18: 1star](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/1star.svg) **Union League Club of Chicago, Chicago, IL**65 W Jackson Blvd, Chicago, IL, USA[](tel:) #### Registration Pricing | | Standard Rate | | --- | --- | | Manager/Service Providers | $1,900 | | Plan Sponsors, Pension Trustee & Staff, Non-Discretionary Consultants, True End Only Family Offices, Endowments, and Foundations can be verified for complimentary access (must allocate to 3rd party fund managers) | Complimentary* | *Subject to Opal Group’s verification and approval. **Sponsorship, Exhibition & Speaking Opportunities**[212.532.9898](tel:212.532.9898)[info@opalgroup.net](mailto:info@opalgroup.net) [New Registration](https://na.eventscloud.com/cta-summit-2025) [Modify Current Registration](https://na.eventscloud.com/ereg/modifyreg.php?eventid=840880&) [Sponsor this Event](http://opalgroup.net/request-info/#Sponsorship) * [Topics Will Include](https://opalgroup.net/conference/cta-summit-2025/#tabs-02-02) * How alternative strategies adapt and perform in uncertain environments. * The evolving role of AI, data, and automation in modern trading. * What it takes to raise, allocate, and build credibility at scale. * How geopolitical and regulatory shifts impact commodity markets and trading strategies. * The opportunities and challenges of integrating ESG into real asset strategies such as the evolution of carbon futures strategies * Ampfield Management Corry Capital Advisors EVESTMENT Halley Venture Partners Interactive Brokers Makalu Fund Management Measure 8 Venture Partners Naylor & Company Investments, LLC Resource Royalty Jefferies, LLC * OpEff TriNet WithumSmith+Brown Opus Fund Services Horizon Real Estate Group Virtus Partners LLC Enfusion Quadratic, LLC * [Who Should Attend](https://opalgroup.net/conference/cta-summit-2025/#tabs-03-01) * Family Offices * Financial Planners * FinTech Companies * Foundations * Industry Service Providers * Insurance Companies * Minority Owned Firms * Pensions * Taft-Hartley * Women-Owned Firms * Alternative Managers * Commodity Trading Advisors * FX Trading Advisors * Futures and Options Traders * Derivative Specialists * Consultants * Emerging Fund of Funds * Emerging Hedge Funds ### **Investors vs. Managers/Service Providers** ### **Investor Breakdown** Opal provides cutting edge investment education opportunities.**Unknown** Unknown Kudos on the excellent summit on Emerging Managers. The topics were diverse and of interest, panelists were impressive and the flow of the event kept me stimulated throughout.**Unknown** Unknown I valued the opportunity to engage with those representing the various stages of the investment process; from the managers, to the consultants, to the investors. I found the substantive conversations I had to be one of the conference's highlights.**Unknown** Unknown * [Media Partners](https://opalgroup.net/conference/cta-summit-2025/#tabs-04-08) * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * [Policies](https://opalgroup.net/policies/) * [FAQ](https://opalgroup.net/faq/) * [Privacy](https://opalgroup.net/privacy/) * [Careers](https://opalgroup.applytojob.com/apply/) * [](https://twitter.com/opal_group) * [](https://www.linkedin.com/company/opal-financial-group) [![Image 19: logo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/logo.svg)](https://opalgroup.net/) ©2025 Opal Group - All Rights Reserved. * [![Image 21: google](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/google-icon.png)](https://calendar.google.com/) * [![Image 22: outlook](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/outlook-icon.png)](https://calendar.live.com/) * [![Image 23: outlook](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/outlook_v10_icon.png)](https://opalgroup.net/calendars/2025/ctas-2025.ics) * [![Image 24: yahoo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/yahoo-icon.png)](https://calendar.yahoo.com/) × The link has been copied to clipboard. 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SAVE & ACCEPT ![Image 25](https://opalgroup.net/wp-content/Library/TrackPageVisit.php?eventId=2&clientId=) ![Image 26](https://bat.bing.com/action/0?ti=5819417&Ver=2&mid=0e05309e-1076-4d52-be45-8832fd0fc4ca&bo=1&sid=cf5060106ebf11f09fbc6d0bc9577371&vid=cf5078606ebf11f083128fcc4da112b2&vids=1&msclkid=N&pi=918639831&lg=en-US&sw=800&sh=600&sc=24&tl=CTA%20Summit%20-%20September%202025%20-%20Chicago,%20IL%20-%20Opal%20Group&p=https%3A%2F%2Fopalgroup.net%2Fconference%2Fcta-summit-2025%2F&r=<=2199&evt=pageLoad&sv=1&cdb=AQAQ&rn=223061) Links/Buttons: - [](https://calendar.yahoo.com/) - [Conferences](https://opalgroup.net/conferences/) - [All Divisions](http://opalgroup.net/conferences/#all-divisions) - [Finance](http://opalgroup.net/conferences/#finance-group) - [Facilities](http://opalgroup.net/conferences/#facilities-group) - [Human Resources](https://blog.opalgroup.net/hrevents/) - [Healthcare](https://opalgroup.net/conferences/#healthcare-group) - [Emerging Technology](https://opalgroup.net/conferences/#emerging-technology-group) - 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[Monday, September 23, 2024](https://opalgroup.net/conference/cta-summit-2025/#tabs-small-01-1) - [Tuesday, September 24, 2024](https://opalgroup.net/conference/cta-summit-2025/#tabs-small-01-2) - [212.532.9898](tel:212.532.9898) - [info@opalgroup.net](mailto:info@opalgroup.net) - [New Registration](https://na.eventscloud.com/cta-summit-2025) - [Modify Current Registration](https://na.eventscloud.com/ereg/modifyreg.php?eventid=840880&) - [Topics Will Include](https://opalgroup.net/conference/cta-summit-2025/#tabs-02-02) - [Who Should Attend](https://opalgroup.net/conference/cta-summit-2025/#tabs-03-01) - [Media Partners](https://opalgroup.net/conference/cta-summit-2025/#tabs-04-08) - [Policies](https://opalgroup.net/policies/) - [FAQ](https://opalgroup.net/faq/) - [Privacy](https://opalgroup.net/privacy/) - [Careers](https://opalgroup.applytojob.com/apply/) Celebrating Women in Structured Finance Summit - September 2025- Opal Group =============== [![Image 3: logo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/logo.svg)](https://opalgroup.net/) * [![Image 4](https://opalgroup.net/wp-content/uploads/2016/03/Home-Page-21x19.svg)Home](https://opalgroup.net/) * [Conferences](https://opalgroup.net/conferences/) * [![Image 5](https://opalgroup.net/wp-content/uploads/2020/04/All-Division-Icon-Black.svg)All Divisions](http://opalgroup.net/conferences/#all-divisions) * [![Image 6](https://opalgroup.net/wp-content/uploads/2016/03/Finance-16x13.svg)Finance](http://opalgroup.net/conferences/#finance-group) * [![Image 7](https://opalgroup.net/wp-content/uploads/2016/03/Facilities-15x15.svg)Facilities](http://opalgroup.net/conferences/#facilities-group) * [![Image 8](https://opalgroup.net/wp-content/uploads/2018/07/HRicon-black.svg)Human Resources](https://blog.opalgroup.net/hrevents/) * [![Image 9](https://opalgroup.net/wp-content/uploads/2025/07/Icon-Black-Healthcare.svg)Healthcare](https://opalgroup.net/conferences/#healthcare-group) * [![Image 10](https://opalgroup.net/wp-content/uploads/2025/02/Icon-Black-EmergingTech.svg)Emerging Technology](https://opalgroup.net/conferences/#emerging-technology-group) * [![Image 11](https://opalgroup.net/wp-content/uploads/2025/01/Icon-Black-Energy.svg)Energy](http://opalgroup.net/conferences/#energy-group) * [On Demand](https://opalgroup.net/on-demand/) * [Request Information](http://#) * [![Image 12](https://opalgroup.net/wp-content/uploads/2016/03/icons-information-01.svg)Request Information](http://opalgroup.net/request-info/#Request-Information) * [![Image 13](https://opalgroup.net/wp-content/uploads/2016/03/Sponsorship-Icon-20x19.svg)Sponsorship](http://opalgroup.net/request-info/#Sponsorship) * [![Image 14](https://opalgroup.net/wp-content/uploads/2016/03/Mailing-list-Icon-23x14.svg)Mailing List](http://opalgroup.net/request-info/#Mailing-list) * [![Image 15](https://opalgroup.net/wp-content/uploads/2016/03/Partnerships-Icon-26x16.svg)Partnership](http://opalgroup.net/request-info/#Partnership) * [Suggest a Speaker](https://opalgroup.net/suggest-speaker/) * [Blog](https://blog.opalgroup.net/) * [Gallery](https://blog.opalgroup.net/gallery/) * [About Us](https://opalgroup.net/about-us/) * [Contact Us](https://opalgroup.net/contact-us/) [Register](http://opalgroup.net/conferences/#all-divisions) * [](https://twitter.com/opal_group) * [](https://www.linkedin.com/company/opal-financial-group) Celebrating Women in Structured Finance Summit 2025 =================================================== Cadwalader, Wickersham & Taft LLP, New York, NY September 16, 2025 **46**days left [Register Now](https://opalgroup.net/conference/celebrating-women-in-structured-finance-summit-2025-ny/#tabs-01-04) * [Tell a Friend](mailto:?subject=Celebrating%20Women%20in%20Structured%20Finance%20Summit%202025&body=https://opalgroup.net/conference/celebrating-women-in-structured-finance-summit-2025-ny/) * [Add to Calendar](https://opalgroup.net/conference/celebrating-women-in-structured-finance-summit-2025-ny/#) * [Conference Details](https://opalgroup.net/conference/celebrating-women-in-structured-finance-summit-2025-ny/#tabs-01-01) * [Venue Information](https://opalgroup.net/conference/celebrating-women-in-structured-finance-summit-2025-ny/#tabs-01-03) * [Registration Pricing](https://opalgroup.net/conference/celebrating-women-in-structured-finance-summit-2025-ny/#tabs-01-04) ![Image 16](http://opalgroup.net/wp-content/uploads/2025/01/CWSF-Logo.png) Exclusive Host ![Image 17](http://opalgroup.net/wp-content/uploads/2025/05/cadwalader_web-1.png) Returning for its 3rd in person year this conference will be hosted in conjunction with **Cadwalader, Wickersham & Taft LLP** at their offices in New York. This half day event will highlight the work of accomplished female leaders in the structured finance space. Topics will focus on Private Credit, CLOs, ABS, and Career Development and will have ample time for networking breaks & a cocktail reception. _*This event has limited seating available and is open to all genders in the structured finance space*_ ### Current as of September 18, 2024 [](https://opalgroup.net/conference/celebrating-women-in-structured-finance-summit-2025-ny/#) * [Tuesday, September 16, 2025](https://opalgroup.net/conference/celebrating-women-in-structured-finance-summit-2025-ny/#tabs-small-01-1) [](https://opalgroup.net/conference/celebrating-women-in-structured-finance-summit-2025-ny/#) 12:00 pm**Registration Opens** 1:00 pm**Welcome Remarks** _Presented by_ Lauren Bautista, Managing Director, **Opal Group** Heather O’Brien, Associate, **DLA Piper LLP (US)** 1:15 pm**CLOs Market Outlook & Trends** * Key Trends & Developments * Pipeline Forecasts & Challenges * Documentation Trends * Regulatory Update _Moderator_ Belinda Ghetti, Managing Director - Co-Head US Structured Credit CLO, Sector Lead, **S&P Global Ratings** _Panelists_ Anusha Joly, Global Head of CLO Syndicate, **J.P. Morgan** Cindy Wu, Executive Director, **Panagram** Komal Shahzad, CFA , Senior Vice President, CLO Tranche, Leveraged Finance, **PineBridge Investments** Selma Cilka, Managing Director, **Vibrant Capital Partners** 2:00 pm**Networking Break** 2:15 pm**Private Credit Roundtable** * Performance & Outlook * Relative Value * Investor perspective * Manager Considerations * Originator Perspective * Structuring for Private Credit _Moderator_ Sonya Lee, Partner, **Ares Management** Jen Zhao, CFA, SVP, Co-Head of Capital Markets, **BHG Financial** Nicole Byrns, Managing Director; **formerly CPPIB** Vivienne Hsu, Founder and Chief Executive Officer, **LENDonate Inc** 3:00 pm**Networking Break** 3:15 pm**ABS Market Outlook & Trends** * Key Trends & Developments * Pipeline Forecasts & Challenges * Documentation Trends * Regulatory Update & Forecast _Moderator_ Payvand Sara Coyle, Associate, **DLA Piper LLP (US)** _Panelists_ Elana Lipchak, CFA, Director, ABS Strategy, **BofA Global Research** Salina Sabri, Managing Director, **Barclays Capital** Priya Desai, Managing Director, Asset-Backed Securities, **Metlife Investment Management** Josephine Meertens, Director, **M&G Investments** 4:00 pm**KEYNOTE FIRESIDE CHAT: Changing the Game – A conversation about impacting the industry and affecting change** _Facilitator_ Claire Hall, Partner, **DLA Piper LLP (US)** Genie Cesar-Fabian, General Counsel, **Institutional Limited Partners Association** _Speakers_ Candice Richards, Founder and CEO, **Moxie** 4:30 pm**Cocktail Reception** ![Image 18: 1star](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/1star.svg) **Cadwalader, Wickersham & Taft LLP**200 Liberty Street, New York, NY 10281, USA[](tel:) #### Registration Pricing | | Standard Rate | | --- | --- | | Standard | $750 | | Investor | Complimentary* | | Issuer | Complimentary* | *Subject to Opal Group’s verification and approval. **Sponsorship, Exhibition & Speaking Opportunities**[212.532.9898](tel:212.532.9898)[info@opalgroup.net](mailto:info@opalgroup.net) [New Registration](https://na.eventscloud.com/women-in-structured-finance-summit-2025) [Modify Current Registration](https://na.eventscloud.com/ereg/modifyreg.php?eventid=828673&) [Sponsor this Event](http://opalgroup.net/request-info/#Sponsorship) * Overview of the Real Estate Economy * Regulatory/Tax Issues: What Are The Realized Effects Of The New Tax Laws? * Opportunity Zones 201 * Value-Add and Opportunistic vs. Core and Core Plus Investments * Real Estate Debt and Alternative Financing Strategies * Analyzing Direct vs. Co-Investment vs. Commingled Funds * Finding Deal Flow, Acquisitions & Acquisition Due Diligence * Real Estate Disrupters 2020: The Future Culprits? * Family Office Discussion: What Are You Looking For In This Cycle? * Live and on demand video panels * Exhibit Hall with branded interactive booths and analytics * Ability to connect via instant message chat, video chat, direct message * Live Chatting Options in sessions, private 1:1 communication & lounge area for group networking * And more! * [Who Should Participate](https://opalgroup.net/conference/celebrating-women-in-structured-finance-summit-2025-ny/#tabs-03-01) * Investment Banks * Issuers * Investors * Trustee, Administrators * Platforms * Law Firms * Rating Agencies * Family Offices * Consultants * Attorneys * Accounting Firms * Hedge Funds * Service Providers * Pension Plans * Institutional Investors * Insurance Companies * Investment Managers ### **Manager vs. Investor Breakdown** ### **Investor Breakdown** * [Exclusive Host](https://opalgroup.net/conference/celebrating-women-in-structured-finance-summit-2025-ny/#tabs-04-01) * [Media Partners](https://opalgroup.net/conference/celebrating-women-in-structured-finance-summit-2025-ny/#tabs-04-08) * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * [Policies](https://opalgroup.net/policies/) * [FAQ](https://opalgroup.net/faq/) * [Privacy](https://opalgroup.net/privacy/) * [Careers](https://opalgroup.applytojob.com/apply/) * [](https://twitter.com/opal_group) * [](https://www.linkedin.com/company/opal-financial-group) [![Image 19: logo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/logo.svg)](https://opalgroup.net/) ©2025 Opal Group - All Rights Reserved. * [![Image 21: google](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/google-icon.png)](https://calendar.google.com/) * [![Image 22: outlook](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/outlook-icon.png)](https://calendar.live.com/) * [![Image 23: yahoo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/yahoo-icon.png)](https://calendar.yahoo.com/) × The link has been copied to clipboard. 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Industry leaders will provide insight and expertise on today's evolving landscape in Private Credit. Expect exciting discussions with industry leaders on topics related to maximizing investment returns, reducing risk, and the emerging opportunities in private credit. Take advantage of this opportunity to enhance your business and implement the tools necessary to stay one step ahead of your competitors. ### To request more information [![Image 18](http://opalgroup.net/wp-content/uploads/2018/08/button-clickhere.png)](mailto:info@opalgroup.net?subject=Private%20Credit%20Summit%20NYC%20Full%20Agenda%20Request&body=2025%20full%20agenda!) 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Morgan Alternative Asset Management Hedge Fund & Alternative Credit Solutions** 2:45 pm**Private Credit and State of Credit Markets** An overview on the evolving landscape for private credit exploring the growth, trends and major drivers on the private debt markets. _Moderator_ Jason Ewart, Partner, **Clifford Chance** _Panelists_ Sara McGinty, MD, **Ares Capital** Jason Brown, Partner, **Victory Park Capital** Catherine Saunders, MD, **Benefit Street Partners** Tom Milewski, Head of Portfolio Management, **Deerpath Capital** Kevin Lawi, MD Head of Private Credit, **UBS** 3:45 pm**Fireside Chat** **BSL resurgence and banks on the private credit field: what does it all mean?** _Speaker_ Taylor Boswell, Head of Private Credit, **AGL Credit Management** Ben Burton, Global Head of Leveraged Finance Syndicate, **Barclays** 4:15 pm**Closing Remarks** 4:25 pm**Cocktails** ![Image 19: 1star](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/1star.svg) **Clifford Chance US LLP** Two Manhattan West, 9th Avenue, New York, NY, USA[](tel:) #### Registration Pricing | | Early Bird Rate _expires July 30_ | Standard Rate | | --- | --- | --- | | Standard | $995 | $1,250 | | Investor | | Complimentary* | | Issuer | | Complimentary* | | Lenders | | Complimentary* | *Only 5 complimentary attendees per company subject to Opal Group’s verification and approval. **Sponsorship, Exhibition & Speaking Opportunities**[212.532.9898](tel:212.532.9898)[info@opalgroup.net](mailto:info@opalgroup.net) [New Registration](https://na.eventscloud.com/private-credit-summit-2025-nyc) [Modify Current Registration](https://na.eventscloud.com/ereg/modifyreg.php?eventid=837483&) [Sponsor this Event](http://opalgroup.net/request-info/#Sponsorship) * Overview of the Real Estate Economy * Regulatory/Tax Issues: What Are The Realized Effects Of The New Tax Laws? * Opportunity Zones 201 * Value-Add and Opportunistic vs. Core and Core Plus Investments * Real Estate Debt and Alternative Financing Strategies * Analyzing Direct vs. Co-Investment vs. Commingled Funds * Finding Deal Flow, Acquisitions & Acquisition Due Diligence * Real Estate Disrupters 2020: The Future Culprits? * Family Office Discussion: What Are You Looking For In This Cycle? * Live and on demand video panels * Exhibit Hall with branded interactive booths and analytics * Ability to connect via instant message chat, video chat, direct message * Live Chatting Options in sessions, private 1:1 communication & lounge area for group networking * And more! * [Who Should Participate](https://opalgroup.net/conference/private-credit-summit-nyc-2025/#tabs-03-01) * Issuers * Rating agencies * SPV Lenders * Investors * Hedge Funds * Insurance Companies * Trustees – Administrators * Service Providers * CLO Investors * Platforms * Pension Plans * LP’s – Family Offices ### **Manager vs. Investor Breakdown** ### **Investor Breakdown** * [Exclusive Host](https://opalgroup.net/conference/private-credit-summit-nyc-2025/#tabs-04-01) * [Past Sponsors](https://opalgroup.net/conference/private-credit-summit-nyc-2025/#tabs-04-03) * [Media Partners](https://opalgroup.net/conference/private-credit-summit-nyc-2025/#tabs-04-08) * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * [Policies](https://opalgroup.net/policies/) * [FAQ](https://opalgroup.net/faq/) * [Privacy](https://opalgroup.net/privacy/) * [Careers](https://opalgroup.applytojob.com/apply/) * [](https://twitter.com/opal_group) * [](https://www.linkedin.com/company/opal-financial-group) [![Image 20: logo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/logo.svg)](https://opalgroup.net/) ©2025 Opal Group - All Rights Reserved. * [![Image 22: google](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/google-icon.png)](https://calendar.google.com/) * [![Image 23: outlook](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/outlook-icon.png)](https://calendar.live.com/) * [![Image 24: outlook](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/outlook_v10_icon.png)](https://opalgroup.net/calendars/2025/pcs-nyc-2025.ics) * [![Image 25: yahoo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/yahoo-icon.png)](https://calendar.yahoo.com/) × The link has been copied to clipboard. 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December 9, 2025 **130**days left [Register Now](https://opalgroup.net/conference/healthcare-environments-2025/#tabs-01-04) * [Tell a Friend](mailto:?subject=Healthcare%20Environments%202025&body=https://opalgroup.net/conference/healthcare-environments-2025/) * [Add to Calendar](https://opalgroup.net/conference/healthcare-environments-2025/#) * [Conference Details](https://opalgroup.net/conference/healthcare-environments-2025/#tabs-01-01) * [Speakers & Agenda](https://opalgroup.net/conference/healthcare-environments-2025/#tabs-01-02) * [Participate](https://opalgroup.net/conference/healthcare-environments-2025/#tabs-01-04) ![Image 16](http://opalgroup.net/wp-content/uploads/2024/04/HE_400px.png) **Healthcare Environments** is an exclusive, invitation-only summit bringing together the nation’s top healthcare leaders responsible for shaping the future of hospital design and construction. As healthcare delivery evolves, so must the spaces where care is provided—spaces that are efficient, adaptable, and centered on both patient and provider experience. This highly focused event convenes Executive Directors and Vice Presidents of Facilities, Construction, and Capital Planning from leading hospitals and health systems. Together, they’ll explore cutting-edge design strategies, innovative construction solutions, and emerging delivery models that drive performance, elevate outcomes, and improve operational flow. Through in-depth presentations, collaborative discussions, and curated networking, Healthcare Environments provides an unmatched opportunity to engage directly with the key decision-makers driving hospital construction and renovation nationwide. It’s not just about keeping up—it’s about leading the transformation of healthcare environments. Request your invitation by contacting [summits@opalgroup.net](mailto:summits@opalgroup.net?subject=Healthcare%20Environments%20invite%20request). [![Image 17](http://opalgroup.net/wp-content/uploads/2024/02/aslf-photos.png)](https://blog.opalgroup.net/gallery-facilities/#aslf) The Summit Experience --------------------- See what other conferences we have in store for you. ---------------------------------------------------- [![Image 18](http://opalgroup.net/wp-content/uploads/2019/08/LRFS-OG-1024x512-1.jpg)](https://opalgroup.net/conference/labs-research-facilities-summit-2025/) [![Image 19](http://opalgroup.net/wp-content/uploads/2023/12/ALFE-OG-1024x512-1.jpg)](https://opalgroup.net/conference/assisted-senior-living-environments-2025/) ### As of July 1, 2025 Please be aware that it is subject to future modifications. [](https://opalgroup.net/conference/healthcare-environments-2025/#) * [Sunday, December 7, 2025](https://opalgroup.net/conference/healthcare-environments-2025/#tabs-small-01-1) * [Monday, December 8, 2025](https://opalgroup.net/conference/healthcare-environments-2025/#tabs-small-01-2) * [Tuesday, December 9, 2025](https://opalgroup.net/conference/healthcare-environments-2025/#tabs-small-01-3) [](https://opalgroup.net/conference/healthcare-environments-2025/#) 2:00 pm**Registration** 5:20 pm**Attendee Orientation / Solution Provider Orientation** 5:30 pm**Welcome Cocktail Reception** 6:30 pm**Opening Keynote** 7:30 pm**Dinner Reception** 7:15 am**Itinerary Pick-Up & Networking Breakfast** 8:00 am**Managing Hidden Costs: Aging Infrastructure, Change Orders, and Budget Constraints** Hospitals and healthcare systems are increasingly challenged by hidden costs tied to aging infrastructure and unpredictable project scope changes. This session explores how organizations can better anticipate and manage these financial pressures, especially in the face of tightening budgets. Learn strategies to improve cost forecasting, control change orders, and align planning with long-term facility goals. 8:50 am**One-on-One Meetings & Refreshments** 10:25 am**Deferred Maintenance vs. New Construction: Finding the Right Balance in Capital Allocation** Healthcare leaders face tough decisions when prioritizing capital: repair aging facilities or invest in new ones? This session examines how to assess long-term ROI, patient impact, and operational risk when navigating deferred maintenance needs versus new construction. Discover frameworks for data-driven decision-making that balance fiscal responsibility with future readiness. 11:00 am**One-on-One Meetings** 12:30 pm**Networking Luncheon** 1:35 pm**Resilient Design: Preparing Facilities to Withstand Future Public Health Crises** The pandemic spotlighted the urgent need for healthcare environments that can adapt under pressure. This session delves into resilient design strategies that support infection control, surge capacity, and operational continuity. Explore how hospitals are embedding flexibility, redundancy, and preparedness into every layer of design and infrastructure. 2:20 pm**The Exterior Envelope: Enhancing Safety, Efficiency, and Longevity** The building envelope plays a critical yet often overlooked role in hospital performance. From weather resilience to energy efficiency and infection prevention, a well-designed exterior can extend facility life and reduce operational costs. This session explores envelope innovations that support both safety and sustainability in modern healthcare construction. 2:55 pm**One-on-One Meetings & Refreshments** 4:00 pm**Beyond Design-Bid-Build: Alternative Approaches to Project Delivery** Traditional delivery methods often fall short of today’s complex healthcare project demands. This session looks at integrated project delivery (IPD), design-build, and other collaborative approaches that offer more speed, cost control, and transparency. Hear case studies on how alternative methods are reducing delays and improving project outcomes. 4:30 pm**AI in Healthcare Design & Construction: Current Applications and Future Possibilities** Artificial Intelligence is beginning to transform healthcare facilities, from predictive design modeling to construction site monitoring. This session explores how AI tools are currently being used and what’s on the horizon. Attendees will gain insight into how emerging technologies can streamline planning, improve safety, and support smarter hospital systems. 5:05 pm**One-on-One Meetings & Happy Hour** 6:05 pm**Free Time** 7:30 pm**Networking Dinner** 7:30 am**Refreshments & Networking** 8:00 am**Balancing Flexibility vs. Specialization in Healthcare Design** As care models evolve, so too must the spaces that support them. This session tackles the tension between designing flexible environments for long-term adaptability and creating highly specialized spaces for specific clinical needs. Learn how to plan facilities that remain useful through change while still meeting today’s demanding standards. 8:50 am**One-on-One Meetings & Refreshments** 10:20 am**Networking Brunch** 11:10 am**Renovating in Active Healthcare Environments: Mitigating Disruption to Patients and Staff** Renovation projects are often more complex than new builds, especially in active healthcare environments. This session explores how to modernize aging spaces while maintaining operations, meeting regulatory codes, and improving patient experience. Discover approaches that minimize disruption and maximize long-term value in your facility upgrades. 12:00 pm**Closing Luncheon** ![Image 20: 4star](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/4star.svg) **Omni Houston Hotel**4 Riverway Dr, Houston, TX 77056, USA[](tel:) ![Image 21](http://opalgroup.net/wp-content/uploads/2024/08/hotel-photo-houston.png) #### **Hospital & Health System Attendees:** Registration for Healthcare Environments is complimentary for the heads of planning, design, and construction from US-based hospitals and health systems and is subject to Opal Group’s verification and approval. Registration includes two nights of accommodation at the conference venue, conference-related meals, and networking activities. **Solution Provider Attendees:** Practitioners and executives representing solution provider organizations must participate as sponsors. Sponsorship includes a turnkey booth space for productive business meetings. [![Image 22](http://opalgroup.net/wp-content/uploads/2021/12/button-yourinvitation.png)](https://opalgroup.net/he-invite-request) [](tel:)[](mailto:) * [Highlights](https://opalgroup.net/conference/healthcare-environments-2025/#tabs-02-03) * Population Health Strategies * IT Applications to Provide Remote Clinical Support * Managing Aging Population * Home Health Movement * A Look at the Future of Healthcare Facilities * Behavioral Health Infrastructure * How to Manage Large Capital Projects * Efficient Space Utilization * The Year Ahead: Design Trends * Innovations that Help Manage Rising Costs * Health and Patient Safety * And More to be Announced! * **Prescheduled One-to-One Meetings** Each participating solution provider and attendees will have pre-summit access to our matching software that allows you to completely customize your meeting agenda. The password protected website provides the information needed to make your selections on who you want to meet with. * **Exceptional Networking Opportunities** We strive to maximize your face-to-face time by providing a multitude of avenues to engage the senior executives in attendance. The agenda incorporates cocktail receptions, networking lunches and a specially selected offsite dinner at a nearby venue. Leverage the meeting’s relaxed atmosphere and after hours networking activities to build strong personal relationships with current and future clients. * [Testimonials](https://opalgroup.net/conference/healthcare-environments-2025/#tabs-03-03) The summit is very well organized. The list of participating vendors is great. Lots of important information I can bring back to my team. Kudos to the Opal team, did a great job overall.**Administrative Director** Adventist Health System So far the best of these types of events I’ve attended. Great, relevant speakers. Perfect size event.**Executive Director Facilities Development & Construction** City of Hope I enjoyed the summit very much. Met some great people & learned about a lot of trends.**Facilities Planning** UC San Diego Health This is a very efficient format. I have gained more applicable knowledge than the last three conferences I attended.**Senior Engineer** Banner Health * [Policies](https://opalgroup.net/policies/) * [FAQ](https://opalgroup.net/faq/) * [Privacy](https://opalgroup.net/privacy/) * [Careers](https://opalgroup.applytojob.com/apply/) * [](https://twitter.com/opal_group) * [](https://www.linkedin.com/company/opal-financial-group) [![Image 23: logo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/logo.svg)](https://opalgroup.net/) ©2025 Opal Group - All Rights Reserved. * [![Image 25: google](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/google-icon.png)](https://calendar.google.com/) * [![Image 26: outlook](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/outlook-icon.png)](https://calendar.live.com/) * [![Image 27: yahoo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/yahoo-icon.png)](https://calendar.yahoo.com/) × The link has been copied to clipboard. 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[Speakers & Agenda](https://opalgroup.net/conference/healthcare-environments-2025/#tabs-01-02) - [summits@opalgroup.net](mailto:summits@opalgroup.net?subject=Healthcare%20Environments%20invite%20request) - [Sunday, December 7, 2025](https://opalgroup.net/conference/healthcare-environments-2025/#tabs-small-01-1) - [Monday, December 8, 2025](https://opalgroup.net/conference/healthcare-environments-2025/#tabs-small-01-2) - [Tuesday, December 9, 2025](https://opalgroup.net/conference/healthcare-environments-2025/#tabs-small-01-3) - [Highlights](https://opalgroup.net/conference/healthcare-environments-2025/#tabs-02-03) - [Testimonials](https://opalgroup.net/conference/healthcare-environments-2025/#tabs-03-03) - [Policies](https://opalgroup.net/policies/) - [FAQ](https://opalgroup.net/faq/) - [Privacy](https://opalgroup.net/privacy/) - [Careers](https://opalgroup.applytojob.com/apply/) Chief Nursing Officer Summit Fall- Portland, OR - Opal Group =============== [![Image 3: logo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/logo.svg)](https://opalgroup.net/) * [![Image 4](https://opalgroup.net/wp-content/uploads/2016/03/Home-Page-21x19.svg)Home](https://opalgroup.net/) * [Conferences](https://opalgroup.net/conferences/) * [![Image 5](https://opalgroup.net/wp-content/uploads/2020/04/All-Division-Icon-Black.svg)All Divisions](http://opalgroup.net/conferences/#all-divisions) * [![Image 6](https://opalgroup.net/wp-content/uploads/2016/03/Finance-16x13.svg)Finance](http://opalgroup.net/conferences/#finance-group) * [![Image 7](https://opalgroup.net/wp-content/uploads/2016/03/Facilities-15x15.svg)Facilities](http://opalgroup.net/conferences/#facilities-group) * [![Image 8](https://opalgroup.net/wp-content/uploads/2018/07/HRicon-black.svg)Human Resources](https://blog.opalgroup.net/hrevents/) * [![Image 9](https://opalgroup.net/wp-content/uploads/2025/07/Icon-Black-Healthcare.svg)Healthcare](https://opalgroup.net/conferences/#healthcare-group) * [![Image 10](https://opalgroup.net/wp-content/uploads/2025/02/Icon-Black-EmergingTech.svg)Emerging Technology](https://opalgroup.net/conferences/#emerging-technology-group) * [![Image 11](https://opalgroup.net/wp-content/uploads/2025/01/Icon-Black-Energy.svg)Energy](http://opalgroup.net/conferences/#energy-group) * [On Demand](https://opalgroup.net/on-demand/) * [Request Information](http://#) * [![Image 12](https://opalgroup.net/wp-content/uploads/2016/03/icons-information-01.svg)Request Information](http://opalgroup.net/request-info/#Request-Information) * [![Image 13](https://opalgroup.net/wp-content/uploads/2016/03/Sponsorship-Icon-20x19.svg)Sponsorship](http://opalgroup.net/request-info/#Sponsorship) * [![Image 14](https://opalgroup.net/wp-content/uploads/2016/03/Mailing-list-Icon-23x14.svg)Mailing List](http://opalgroup.net/request-info/#Mailing-list) * [![Image 15](https://opalgroup.net/wp-content/uploads/2016/03/Partnerships-Icon-26x16.svg)Partnership](http://opalgroup.net/request-info/#Partnership) * [Suggest a Speaker](https://opalgroup.net/suggest-speaker/) * [Blog](https://blog.opalgroup.net/) * [Gallery](https://blog.opalgroup.net/gallery/) * [About Us](https://opalgroup.net/about-us/) * [Contact Us](https://opalgroup.net/contact-us/) [Register](http://opalgroup.net/conferences/#all-divisions) * [](https://twitter.com/opal_group) * [](https://www.linkedin.com/company/opal-financial-group) Chief Nursing Officer Summit Fall 2025 ====================================== Hyatt Regency Portland, Portland, OR September 28, 2025 - September 30, 2025 **60**days left [Register Now](https://opalgroup.net/conference/chief-nursing-officer-summit-2025-2/#tabs-01-04) * [Tell a Friend](mailto:?subject=Chief%20Nursing%20Officer%20Summit%20Fall%202025&body=https://opalgroup.net/conference/chief-nursing-officer-summit-2025-2/) * [Add to Calendar](https://opalgroup.net/conference/chief-nursing-officer-summit-2025-2/#) * [Conference Details](https://opalgroup.net/conference/chief-nursing-officer-summit-2025-2/#tabs-01-01) * [Speakers & Agenda](https://opalgroup.net/conference/chief-nursing-officer-summit-2025-2/#tabs-01-02) * [Hotel Information](https://opalgroup.net/conference/chief-nursing-officer-summit-2025-2/#tabs-01-03) * [Participate](https://opalgroup.net/conference/chief-nursing-officer-summit-2025-2/#tabs-01-04) ![Image 16](http://opalgroup.net/wp-content/uploads/2024/04/CNO-400px.png) Welcome to Opal Group’s Premier Gathering for Senior Nursing Leaders -------------------------------------------------------------------- **Healthcare Professionals: Shifting the Narrative** The **Chief Nursing Officer Summit** is an exclusive, invitation-only event designed for CNOs from hospitals and health systems across the country. Over the course of three days, senior nursing executives will come together to share insights, explore current challenges, and uncover forward-thinking solutions through engaging panels, thought-provoking presentations, collaborative discussions, and unmatched networking opportunities. While it’s common to hear that healthcare is "broken," we know that healthcare professionals are making impactful strides every day. Evolution is happening—driven by dedicated individuals committed to better outcomes. From boosting nurse engagement and retention to navigating a multigenerational workforce and prioritizing well-being in the face of burnout, healthcare leaders are pioneering effective strategies that enhance patient care, safety, and experience. Join top nursing executives from leading healthcare organizations across the U.S. as they address the most critical issues facing nursing today. Together, we’ll explore key approaches for motivating teams, strengthening staffing models, sustaining high-performing personnel, and envisioning bold strategies for building a resilient clinical workforce. Through powerful keynotes, insightful panels, and intimate roundtable discussions, attendees will leave equipped with actionable takeaways to drive internal collaboration and organizational improvement. Don't miss this essential summit. Request your invitation today by contacting [summits@opalgroup.net](mailto:summits@opalgroup.net?subject=CNO%20Summit%20Fall%20invite%20request). [![Image 17](http://opalgroup.net/wp-content/uploads/2024/10/CNO-2024-Gallery.png)](https://blog.opalgroup.net/gallery-lifesciences/#cno) Advisory Board -------------- ![Image 18](http://opalgroup.net/wp-content/uploads/2025/07/Advisory-Board-CNO.png) The Summit Experience --------------------- See what other conferences we have in store for you. ---------------------------------------------------- [![Image 19](http://opalgroup.net/wp-content/uploads/2023/12/HE-OG-1024x512-1.jpg)](https://opalgroup.net/conference/healthcare-environments-2025/) [![Image 20](http://opalgroup.net/wp-content/uploads/2022/03/PXO-OG-1024x512-1.jpg)](https://opalgroup.net/conference/patient-experience-officer-summit-2025/) ### As of July 13, 2025 Please be aware that it is subject to future modifications. [](https://opalgroup.net/conference/chief-nursing-officer-summit-2025-2/#) * [Sunday, September 28, 2025](https://opalgroup.net/conference/chief-nursing-officer-summit-2025-2/#tabs-small-01-1) * [Monday, September 29, 2025](https://opalgroup.net/conference/chief-nursing-officer-summit-2025-2/#tabs-small-01-2) * [Tuesday, September 30, 2025](https://opalgroup.net/conference/chief-nursing-officer-summit-2025-2/#tabs-small-01-3) [](https://opalgroup.net/conference/chief-nursing-officer-summit-2025-2/#) 2:00 pm**Registration** 3:00 pm**Welcome Remarks** 3:05 pm**Modern Lifestyle Design for Healthcare Professionals: Balancing Personal and Professional Life** * Learn the core components of Modern Lifestyle Design and demonstrate how Healthcare Leaders can apply these practices to achieve sustained professional excellence and personal satisfaction. * Assess successful lifestyle balance techniques from top business executives and military brass and adapt them specifically for Healthcare Leaders to manage professional responsibilities and mental health. * Create actionable blueprints for Healthcare Leaders to implement practical lifestyle enhancements, including goal reassessment, stress mitigation, and time-bucketing. * Understand how investing in lifestyle optimization for Healthcare Leaders strengthens organizational culture, increases productivity, and enhances retention. _Presented by_ Dr. Gregory Charlop, MD 4:05 pm**Coffee Break** 4:25 pm**Brainstorm Session** 5:25 pm**Day 1 Recap** 5:30 pm**Orientation – NON CE** 5:45 pm**Networking Reception & Dinner** 7:15 am**Breakfast** 8:00 am**Day 2 Welcome** 8:05 am**Relieving Clinical Burden without the Financial Burden: Adopting Smarter Workflow** * Identify clinician reported administrative and operational tasks using the SOAP framework. Stop, Outsource, Automate, Protect * Explore cost-neutral technology solutions that improve workflows and reduce staff workload. * Implement team-based care models that promote top-of-license practice, role clarity, and strategic task redistribution to reduce burnout and improve outcomes. * Explore various ROI methods to demonstrate value of decreasing clinician burden _Presented by_ Jennifer Gonzalez, MSN, APRN, AGCNS-BC, Program Manager Nurse Innovation, **University Hospitals** Theresa O’Hollaren, **Med-Tech & Healthcare Consultant** 8:50 am**Roundtables – NON-CE** **Refreshments** 10:20 am**Wellness Break** 10:35 am**Improving Safety Measures and Patient Care Experience** * Identify key strategies to enhance hospital safety protocols and reduce patient harm. * Explore methods to elevate patient-centered communication and care delivery. * Analyze data-driven approaches to monitor and improve care quality outcomes. * Foster interprofessional collaboration to support safer, more compassionate patient experiences _Presented by_ Claudia Aime, DNP, MBA, RN, NEA-BC, Vice President & Chief Nursing Officer, **Oregon Health & Science University** 11:10 pm**Roundtables – NON-CE** **Refreshments** 12:10 pm**Luncheon** 1:10 pm**Ripple Effect: A Transformational Strategy to Elevate Patient Outcomes** A bold approach to redefine how CNO’s lead teams, optimize performance, and drive meaningful clinical outcomes. Explore the core of strategic nursing leadership—empowering frontline teams, cultivating a culture of accountability, and deploying data-driven solutions that don’t just make waves, but create lasting impact across the entire continuum of care. 1:40 pm**Real-Time Healing: Enhancing Bedside Care Through Virtual Nursing Integration** Innovation isn’t optional—it’s essential. Virtual nursing is revolutionizing the bedside experience, enabling real-time support, accelerating care delivery, and restoring the human touch through technology. Connecting clinical expertise with patient needs instantly, redefine access, improve outcomes, and empower nurses to lead with greater precision and presence. 2:15 pm**Roundtables – NON-CE** **Refreshments** 3:15 pm**Wellness Break** 3:30 pm**Collaboration and Correction: Achieving the Goal of Transformational****Leadership** * Examine the role of collaborative leadership in driving transformational change across nursing teams. * Recognize effective feedback and corrective strategies that empower team growth and accountability. * Understand the mindset and competencies required to lead with vision, purpose, and emotional intelligence. * Apply transformational leadership models to enhance staff engagement, resilience, and organizational outcomes. _Presented by_ Kimberly A. Bertini, DNP, RN, NE-BC, Regional Director Clinical Nursing Excellence, **Baylor Scott & White Medical Center** 4:00 pm**How CNOs can Utilize Coaching vs Advising to Accelerate Performance** * Distinguish between coaching and advising approaches to effectively support nurse leadership development * Apply coaching techniques to foster reflective thinking, growth mindset, and autonomous decision-making. * Explore advising strategies that align operational guidance with performance improvement goals. * Integrate coaching and advising frameworks to boost team accountability, morale, and clinical excellence. _Presented by_ Rachel Culpepper, DNP, RN, CENP, Director of Clinical Operations, **Indiana University Health West Hospital** Joel M. Moore, DNP, RN, Chief Nursing Officer, **MercyOne** 4:30 pm**Recruiting and Retaining Qualified Nurses** * Analyze current trends and challenges in recruiting qualified nursing professionals across diverse healthcare settings. * Identify evidence-based strategies to enhance nurse retention and promote long-term career satisfaction. * Evaluate organizational practices that support workforce sustainability and reduce turnover rates. * Develop actionable plans to foster a culture of engagement, professional growth, and leadership among nursing staff. _Presented by_ Anthony Mulholland, MN, RN, NE-BC, Vice President & Chief Nursing Officer, **Oregon Health & Science University** 5:00 pm**Day 2 Recap** 5:05 pm**Networking Cocktail Reception** 7:45 am**Morning Refreshments & Networking** 8:00 am**Day 3 Welcome** 8:05 am**How to Live Nursing to Achieve Real Value Proposition** * Develop budgeting strategies that prioritize patient outcomes and cost-efficiency while maintaining high-quality care standards. * Identify key performance metrics that influence reimbursement rates and align budget decisions with value-driven goals. * Explore innovative cost-saving measures that enhance operational efficiency without compromising patient-centered care. 8:35 am**Financial Limitations and Challenges** * Identify common financial constraints affecting healthcare organizations and their impact on staffing, resources, and patient care. * Explore cost-effective strategies to optimize budgeting and resource allocation without compromising quality outcomes. * Understand the role of reimbursement models and financial planning in sustaining operational efficiency and long-term stability. * Develop solutions to mitigate financial risks while maintaining a balance between fiscal responsibility and patient-centered care. 9:30 am**Roundtables – NON-CE** **Refreshments** 10:05 am**Networking Brunch** 11:00 am**Panel: Engaging Teams to be More Positive and Increase Job Satisfaction** * Recognize the impact of a positive work culture on employee engagement, retention, and overall team morale. * Implement communication strategies that encourage collaboration, appreciation, and meaningful connections among staff. * Develop leadership approaches that empower employees, boost confidence, and reinforce a supportive work environment. * Identify wellness initiatives that address burnout, promote work-life balance and enhance overall job satisfaction. _Panelists_ Sylvia Fagbemi, Nursing Director, **Winship Cancer Institute of Emory University** F. Carlos Gregorio, MSN, RN, Chief Nursing Officer, **Uvalde Memorial Hospital** Kate Williams, DNP, RN, NEA-BC, NPD-BC, Regional Director Nursing Professional Development & Practice – Central Texas Region, **Baylor Scott & White Health** _Moderator_ Elizabeth Menschner, Chief Executive Officer, **Pennsylvania Organization of Nurse Leaders** 12:00 pm**Closing Remarks** 12:05 pm**Close of Program** ![Image 21: 4star](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/4star.svg) **Hyatt Regency Portland**375 Northeast Holladay Street, Portland, OR 97232, USA[](tel:) #### **Hospital & Health System Attendees:** Registration for the Chief Nursing Officer Summit is complimentary for the nurse leaders from US-based hospitals and health systems and is subject to Opal Group’s verification and approval. Registration includes two nights of accommodation at the conference venue, conference-related meals, and networking activities. **Solution Provider Attendees:** Practitioners and executives representing solution provider organizations must participate as sponsors. Sponsorship includes a turnkey booth space for productive business meetings. [![Image 22](http://opalgroup.net/wp-content/uploads/2021/12/button-yourinvitation.png)](https://opalgroup.net/cno-invite-request-fall) [](tel:)[](mailto:) * [Topics Will Include](https://opalgroup.net/conference/chief-nursing-officer-summit-2025-2/#tabs-02-02) * **Leadership & Governance in Nursing**: Strengthening executive leadership skills and governance frameworks to enhance nursing administration. * **Workforce Stability & Wellbeing**: Addressing nurse burnout, workplace violence, retention strategies, and mental health and emotional support for healthcare professionals. * **Education, Research & Evidence-Based Practice**: Advancing nursing education, promoting research initiatives, and integrating evidence-based practices into patient care. * **Digital Healthcare & AI Integration**: Exploring the role of artificial intelligence, telehealth, and digital transformation in nursing leadership. * **Global Health & Partnerships**: Examining international collaborations, global health challenges, and the role of CNOs in shaping healthcare policies worldwide. * **Quality & Patient Safety Initiatives**: Implementing strategies to improve patient outcomes, infection control, and healthcare quality assurance. * **Advocacy & Policy Leadership**: Empowering CNOs to influence healthcare policies, legislative changes, and nursing workforce regulations. * **Financial Limitations and Challenges**: Impact on staffing, resource allocation, and quality of patient care. Balancing cost-effective operations. Staff financial awareness. * **Sustaining Rural & Community Healthcare**: Developing solutions to ensure equitable healthcare access and support nursing professionals in underserved areas. * Determining the Optimal Nurse – Doctor Relationship to Make Your Staff Effective * Challenges of Chief Nursing Executives in Small & Rural Hospitals * Population Health * Bringing Family Engagement into the Patient Experience Formula * Optimizing Nurse Resiliency * Tackling Population Health & What it Means for Today’s CNO * Dynamics of a Multi-Generational Nursing Staff * Understanding the Numbers: Making a Budget Work * [Testimonials](https://opalgroup.net/conference/chief-nursing-officer-summit-2025-2/#tabs-03-03) * Chief Patient Engagement Officer * Chief Nursing Informatics Officer * Chief Nursing Information Officer * Chief Nursing Officer * Chief Nurse Executive * Chief Operating Officer * Senior Nurse Leader * Patient Experience Officer * EVPs, SVPs, VPs & Directors of: Patient Care Patient Services Clinical Operations Nursing Staffing Nurse Services Human Resources Nursing Administration Operations Patient Engagement Patient Experience Telehealth A fantastic forum with like thought leaders with a desire to improve patient care!**Senior Vice President & CNO** Milton S. Hershey Medical Center, Penn State Health I appreciated the more personal, focused nature of the summit. The conversations were more productive, with a great peer group.**Vice President of Business Development** Clinician Nexus This conference provides the opportunity to create connections that last a lifetime!**Chief Nursing Officer** Kaiser Permanente It was a pleasure to attend the recent CNO summit. I felt it was a transformative experience. The level of expertise and insight shared by the speakers was unparalleled, providing invaluable perspectives on the challenges and opportunities facing the nursing profession today.**Chief Nursing Officer** Christus Children's Hospital We were impressed with the attention to detail and concern over our set appointments. The format is excellent since it creates a more concise but relaxed atmosphere to engage in deeper discussions without feeling rushed.**Chief Executive Officer** Teleray Outstanding meeting. Expert Nurse Leaders across the country in one room sharing experiences and expertise. BEST program I have attended in last 5 years!**Chief Nursing Officer** Texas Health Resources This is my second year attending and I absolutely love this event and look forward to 2025. The event is well organized and I am able to network with solution provider during dedicated time and other leaders in this field to promote improvement in our hospitals. Everything was seamless and relevant to my practice.**Assistant Chief Nursing Officer** Augusta Health Enjoyed the dedicated time to talk with healthcare executives, discuss our software and answer questions.**Nurse Clinical Consultant** Beckman-Coulter The CNO Summit provided by the Opal Group was a great experience with great networking!**CNO** OSS Health Great educational/networking event tailored to the unique group of CNO’s. Please continue next year!**CNO & VP Patient Care Services** Sinai Health System * [Sponsors](https://opalgroup.net/conference/chief-nursing-officer-summit-2025-2/#tabs-04-01) * * * * * * * * * * * * * * * * * * * * [Policies](https://opalgroup.net/policies/) * [FAQ](https://opalgroup.net/faq/) * [Privacy](https://opalgroup.net/privacy/) * [Careers](https://opalgroup.applytojob.com/apply/) * [](https://twitter.com/opal_group) * [](https://www.linkedin.com/company/opal-financial-group) [![Image 23: logo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/logo.svg)](https://opalgroup.net/) ©2025 Opal Group - All Rights Reserved. * [![Image 25: google](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/google-icon.png)](https://calendar.google.com/) * [![Image 26: outlook](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/outlook-icon.png)](https://calendar.live.com/) * [![Image 27: yahoo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/yahoo-icon.png)](https://calendar.yahoo.com/) × The link has been copied to clipboard. 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[Sunday, September 28, 2025](https://opalgroup.net/conference/chief-nursing-officer-summit-2025-2/#tabs-small-01-1) - [Monday, September 29, 2025](https://opalgroup.net/conference/chief-nursing-officer-summit-2025-2/#tabs-small-01-2) - [Tuesday, September 30, 2025](https://opalgroup.net/conference/chief-nursing-officer-summit-2025-2/#tabs-small-01-3) - [Topics Will Include](https://opalgroup.net/conference/chief-nursing-officer-summit-2025-2/#tabs-02-02) - [Testimonials](https://opalgroup.net/conference/chief-nursing-officer-summit-2025-2/#tabs-03-03) - [Sponsors](https://opalgroup.net/conference/chief-nursing-officer-summit-2025-2/#tabs-04-01) - [Policies](https://opalgroup.net/policies/) - [FAQ](https://opalgroup.net/faq/) - [Privacy](https://opalgroup.net/privacy/) - [Careers](https://opalgroup.applytojob.com/apply/) Patient Experience Officer Summit Fall - Portland, OR - Opal Group =============== [![Image 3: logo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/logo.svg)](https://opalgroup.net/) * [![Image 4](https://opalgroup.net/wp-content/uploads/2016/03/Home-Page-21x19.svg)Home](https://opalgroup.net/) * [Conferences](https://opalgroup.net/conferences/) * [![Image 5](https://opalgroup.net/wp-content/uploads/2020/04/All-Division-Icon-Black.svg)All Divisions](http://opalgroup.net/conferences/#all-divisions) * [![Image 6](https://opalgroup.net/wp-content/uploads/2016/03/Finance-16x13.svg)Finance](http://opalgroup.net/conferences/#finance-group) * [![Image 7](https://opalgroup.net/wp-content/uploads/2016/03/Facilities-15x15.svg)Facilities](http://opalgroup.net/conferences/#facilities-group) * [![Image 8](https://opalgroup.net/wp-content/uploads/2018/07/HRicon-black.svg)Human Resources](https://blog.opalgroup.net/hrevents/) * [![Image 9](https://opalgroup.net/wp-content/uploads/2025/07/Icon-Black-Healthcare.svg)Healthcare](https://opalgroup.net/conferences/#healthcare-group) * [![Image 10](https://opalgroup.net/wp-content/uploads/2025/02/Icon-Black-EmergingTech.svg)Emerging Technology](https://opalgroup.net/conferences/#emerging-technology-group) * [![Image 11](https://opalgroup.net/wp-content/uploads/2025/01/Icon-Black-Energy.svg)Energy](http://opalgroup.net/conferences/#energy-group) * [On Demand](https://opalgroup.net/on-demand/) * [Request Information](http://#) * [![Image 12](https://opalgroup.net/wp-content/uploads/2016/03/icons-information-01.svg)Request Information](http://opalgroup.net/request-info/#Request-Information) * [![Image 13](https://opalgroup.net/wp-content/uploads/2016/03/Sponsorship-Icon-20x19.svg)Sponsorship](http://opalgroup.net/request-info/#Sponsorship) * [![Image 14](https://opalgroup.net/wp-content/uploads/2016/03/Mailing-list-Icon-23x14.svg)Mailing List](http://opalgroup.net/request-info/#Mailing-list) * [![Image 15](https://opalgroup.net/wp-content/uploads/2016/03/Partnerships-Icon-26x16.svg)Partnership](http://opalgroup.net/request-info/#Partnership) * [Suggest a Speaker](https://opalgroup.net/suggest-speaker/) * [Blog](https://blog.opalgroup.net/) * [Gallery](https://blog.opalgroup.net/gallery/) * [About Us](https://opalgroup.net/about-us/) * [Contact Us](https://opalgroup.net/contact-us/) [Register](http://opalgroup.net/conferences/#all-divisions) * [](https://twitter.com/opal_group) * [](https://www.linkedin.com/company/opal-financial-group) Patient Experience Officer Summit Fall 2025 =========================================== Hyatt Regency Portland, Portland, OR September 28, 2025 - September 30, 2025 **60**days left [Register Now](https://opalgroup.net/conference/patient-experience-officer-summit-2025-2/#tabs-01-04) * [Tell a Friend](mailto:?subject=Patient%20Experience%20Officer%20Summit%20Fall%202025&body=https://opalgroup.net/conference/patient-experience-officer-summit-2025-2/) * [Add to Calendar](https://opalgroup.net/conference/patient-experience-officer-summit-2025-2/#) * [Conference Details](https://opalgroup.net/conference/patient-experience-officer-summit-2025-2/#tabs-01-01) * [Speakers & Agenda](https://opalgroup.net/conference/patient-experience-officer-summit-2025-2/#tabs-01-02) * [Hotel Information](https://opalgroup.net/conference/patient-experience-officer-summit-2025-2/#tabs-01-03) * [Participate](https://opalgroup.net/conference/patient-experience-officer-summit-2025-2/#tabs-01-04) ![Image 16](http://opalgroup.net/wp-content/uploads/2024/04/PXO-Logo-PNG-400.png) Welcome to Opal Group’s Premier Event for Senior Patient Experience Leaders --------------------------------------------------------------------------- **Transforming the Human Experience** Exceptional patient experiences are no longer a luxury—they're a necessity. Better experiences lead to better outcomes, stronger engagement, and lasting patient loyalty. With performance-based reimbursements and heightened expectations, healthcare organizations are under increasing pressure to deliver care that is not only effective but also compassionate and patient-centered. In the wake of an incredibly challenging few years, healthcare providers continue to adapt, innovate, and push forward—navigating new demands while remaining focused on improving the human experience. The Patient Experience Officer Summit is an exclusive, invite-only event that unites senior healthcare executives charged with leading their organization’s patient experience strategy. As healthcare delivery evolves in an increasingly competitive landscape, this summit offers a unique opportunity to explore cutting-edge approaches, share real-world insights, and collaborate on the future of patient-centered care. Join us for thought-provoking discussions, powerful presentations, and dynamic networking as we shape the next chapter in delivering meaningful healthcare experiences. Request your invitation today by contacting [summits@opalgroup.net](mailto:summits@opalgroup.net?subject=PXO%20Summit%20invite%20request). [![Image 17](http://opalgroup.net/wp-content/uploads/2024/10/PXO-2024-Gallery.png)](https://blog.opalgroup.net/gallery-lifesciences/#cno) Advisory Board -------------- ![Image 18](http://opalgroup.net/wp-content/uploads/2025/07/Advisory-Board-PXO.png) The Summit Experience --------------------- See what other conferences we have in store for you. ---------------------------------------------------- [![Image 19](http://opalgroup.net/wp-content/uploads/2019/08/CNO-OG-1024x512-1.jpg)](https://opalgroup.net/conference/chief-nursing-officer-summit-2025/) [![Image 20](http://opalgroup.net/wp-content/uploads/2023/12/ALFE-OG-1024x512-1.jpg)](https://opalgroup.net/conference/assisted-senior-living-environments-2025/) ### As of July 3, 2025 Please be aware that it is subject to future modifications. [](https://opalgroup.net/conference/patient-experience-officer-summit-2025-2/#) * [Sunday, September 28, 2025](https://opalgroup.net/conference/patient-experience-officer-summit-2025-2/#tabs-small-01-1) * [Monday, September 29, 2025](https://opalgroup.net/conference/patient-experience-officer-summit-2025-2/#tabs-small-01-2) * [Tuesday, September 30, 2025](https://opalgroup.net/conference/patient-experience-officer-summit-2025-2/#tabs-small-01-3) [](https://opalgroup.net/conference/patient-experience-officer-summit-2025-2/#) 2:00 pm**Registration Opens** 3:00 pm**Welcome Remarks** _Presented by_ Karen Lofty, Leader Care Consultant, **Spring Health** 3:05 pm**Workshop** **There’s a Snake on My Head: Alleviating Patient and Family Fears in Healthcare** Everyday people walk into healthcare afraid: patients, families, AND health care team members. While they are afraid, they cannot hear the important information we are sharing. In this presentation, we will explore the speaker’s research study on patient and family’s fear and the most important things we can do to ease their fear and respond with compassion. _Presented by_ Mindy Spigel, RN, MSN, CPXP, **Author/Speaker/Facilitator** 4:05 pm**Refreshment Break** 4:25 pm**Brainstorm Session** _Presented by_ Matthew Fidler, Director Patient Experience, **Augusta Health** 5:25 pm**Day 1 Recap** _Presented by_ Karen Lofty, Leader Care Consultant, **Spring Health** 5:30 pm**Attendee Orientation** 5:30 pm**Solution Partner Orientation** 5:45 pm**Networking Cocktail Reception & Dinner** 7:15 am**Breakfast** 8:00 am**Day 2 Welcome Remarks** _Presented by_ Karen Lofty, Leader Care Consultant, **Spring Health** 8:05 am**Panel** **The Evolving Patient Experience Leader: Driving Culture, Compassion, and Clinical Collaboration** As the healthcare landscape grows more complex, the role of the Patient Experience (PX) leader is transforming beyond service recovery and survey results. Today’s PX leaders are culture shapers, strategic collaborators, and advocates for both patients and care teams. This panel explores how PX leaders are expanding their influence across department to build compassionate, patient-centered systems that endure through uncertainty. _Panelists_ Colin Cunningham, Regional Director Of Patient Experience, **Compass One Healthcare** Jason Ruda MS, CPXP, Associate Director, CAHPS Strategy and Improvement, **Blue Cross Blue Shield of Massachusetts** David Weisman, PhD, CPXP, FPCC, Chief Experience Officer, **NYC Health + Hospitals – Queens** _Moderator_ LaDawn Bradley, VP of Patient Experience, **ApolloMD** 8:50 am**Roundtables – NON CE** **Refreshments** 10:20 am**Wellness Break** 10:35 am**What They Remember Most: Empathy, Communication, and the Real Experience of Care** This session offers a profound exploration of patient care, viewed through the lens of a parent navigating the complexities of the pediatric healthcare system. It intertwines personal narratives to challenge and inspire healthcare leaders to reevaluate care delivery models, emphasizing the pivotal role of family engagement and empathetic leadership. _Presented by_ Ami Graves, Chief Human Resources Officer, **Bell Techlogix** 11:10 am**Roundtables – NON CE** **Refreshments** 12:10 pm**Luncheon** 1:10 pm**Keynote** **Engaging and Empowering the Healthcare Workforce: A Key to Sustainable Patient Experience** A positive patient experience starts with a supported, motivated workforce. This session will explore practical strategies to boost staff engagement, resilience, and ownership—especially amid staffing shortages and operational stress. Learn how PX leaders are fostering a culture where empowered teams deliver compassionate, consistent care. _Presented By_ Anissa R. Crooms, MPA,FPCC, Chief Experience Officer, **NYC Health + Hospitals/Metropolitan** 1:40 pm**Keynote** **Enhancing Patient Care Experience through Effective Communication and Appreciative Coaching** Clear communication and meaningful coaching are essential to delivering exceptional patient care. This session highlights how healthcare leaders are using appreciative coaching techniques and intentional communication to build trust, strengthen team dynamics, and elevate the patient experience—one interaction at a time. _Presented By_ Alissa Schick, MSN, RN, NE-BC, CPXP, Director of Service Excellence, **Baylor University Medical Center** Jaycie Johnson, MHA, Patient Experience Advisor, **Baylor University Medical Center** 2:15 pm**Roundtables – NON CE** **Refreshments** 3:15 pm**Wellness Break** 3:30 pm**Keynote** **Compassion, Communication & Service Recovery – Hearing without Harm: Navigating Patient Complaints While Supporting Clinical** Patient complaints can be powerful tools for growth—when handled with care. This session explores how to respond to feedback with transparency and empathy while also protecting team morale. Learn how organizations are fostering a just culture that supports staff, maintains accountability, and strengthens trust across the care continuum. _Presented by_ MHA, CPXP, CSBI, Director, Office of Patient Experience & Records, **Essen HealthCare** 4:00 pm**Workshop** **Grow Model: Driving Team Development with Patient Insights** This interactive workshop offers healthcare professionals a practical, reflective framework to build resilience and prioritize well-being. Participants will explore the GROW coaching model, engage in vision board exercises, and design a personalized “Bucket List” to support long-term self-care. Through guided discussions and self-reflection, attendees will leave with actionable strategies to manage stress and cultivate a healthier, more resilient mindset—both personally and professionally. _Presented by_ Theresa Dionne, Director Enterprise Patient Experience, **Children's Health** 5:00 pm**Day 2 Recap** _Presented by_ Karen Lofty, Leader Care Consultant, Spring Health 5:05 pm**Networking Cocktail Reception** 7:45 am**Morning Refreshments & Networking** 8:00 am**Day 3 Welcome** _Presented by_ Karen Lofty, Leader Care Consultant, **Spring Health** 8:05 am**Keynote** **Decoding the Patient Journey: Mapping Touchpoints for Seamless Care** Coordination Dive into how mapping the full care continuum—from appointment scheduling to discharge follow-up—can reveal gaps and opportunities for improving flow and experience. _Presented By_ Donna Furlong, RN Senior Director-Experience, **Banner Health** 8:30 am**Keynote** **From Comment to Action: Integrating Civil Rights into Patient Experience Workflows** _Presented by_ Audrey Rabas, MSN, BS, RN, Manager Patient Experience, **Advocate Aurora** Maren Enriquez, Civil Rights Manager, **Advocate Aurora** 9:05 am**Roundtables – NON CE** **Refreshments** 10:05 am**Networking Brunch** 11:00 am**Workshop** **Growth Through Feedback: Driving Team Development with Patient Insights** Patient feedback is more than a metric—it’s a catalyst for growth. This session explores how nurse and senior leader rounding can be used to uncover actionable insights, improve accountability, and drive meaningful outcomes. Attendees will gain tools to connect feedback with performance, conduct impactful leadership rounds, and coach teams toward continuous improvement and a stronger patient experience culture. _Presented by_ Sean Harvey, Director Rounding and Insights, **RWJBarnabas Health** 12:00 pm**Closing Remarks** _Presented by_ Karen Lofty, Leader Care Consultant, **Spring Health** 12:05 pm**Close of Program** ![Image 21: 4star](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/4star.svg) **Hyatt Regency Portland**375 Northeast Holladay Street, Portland, OR 97232, USA[](tel:) #### **Hospital & Health System Attendees:** Registration for the Patient Experience Officer Summit is complimentary for the experience leaders from US-based hospitals and health systems and is subject to Opal Group’s verification and approval. Registration includes two nights of accommodation at the conference venue, conference-related meals, and networking activities. **Solution Provider Attendees:** Practitioners and executives representing solution provider organizations must participate as sponsors. Sponsorship includes a turnkey booth space for productive business meetings. [![Image 22](http://opalgroup.net/wp-content/uploads/2021/12/button-yourinvitation.png)](https://opalgroup.net/cno-invite-request-fall) [](tel:)[](mailto:) * The Challenging Leadership Role of the PXO * Patient Experience vs. Patient Satisfaction * Best Practices to Align Consumer’s Preferences to Experience * How Administrative Burdens Diminish the Human Connection * The Connection Between Quality, Safety and Experience * Prioritizing Patient Experience to Yield Positive Financial Outcomes * Improving Digital Health while Optimizing Patient Experience * Addressing Consumer Dynamics in Healthcare * Reframing Failures to Build Resiliency and Reliability * Digital Engagement: The Front Seat in the Experience Journey * The Evolving Needs and Expectations of Tech-Savvy Consumers * Providing Best-in-Class Experience with Workforce Instability * Patient Experience + Employee Experience = Human Experience * Determining the Optimal Nurse – Doctor Relationship to Make Your Staff Effective * Challenges of Chief Nursing Executives in Small & Rural Hospitals * Population Health * Bringing Family Engagement into the Patient Experience Formula * Optimizing Nurse Resiliency * Tackling Population Health & What it Means for Today’s CNO * Dynamics of a Multi-Generational Nursing Staff * Understanding the Numbers: Making a Budget Work * [Testimonials](https://opalgroup.net/conference/patient-experience-officer-summit-2025-2/#tabs-03-03) * Chief Patient Engagement Officer * Chief Nursing Informatics Officer * Chief Nursing Information Officer * Chief Nursing Officer * Chief Nurse Executive * Chief Operating Officer * Senior Nurse Leader * Patient Experience Officer * EVPs, SVPs, VPs & Directors of: Patient Care Patient Services Clinical Operations Nursing Staffing Nurse Services Human Resources Nursing Administration Operations Patient Engagement Patient Experience Telehealth Excellent content. Pearls to walk away with and implement right away! **CXO & COO** Allied Physicians Group & Adjuvant.health I learned a lot from the vendors and from the other presenters. It was a great conference/symposium. I especially appreciated how several institutions met with a vendor at the same time. It allowed us to learn what other institutions are currently doing, and what they are looking at for the future. It was great for networking and learning.**Director of Patient Experience** MD Anderson Excellent learning shared from relevant industry leaders in patient experience and care areas.**Vice President Patient Experience & Operations** HealthPoint I had a great time connecting with other leaders in the field of patient experience. **System Director of Patient Experience** Kettering Health Network A beautiful meeting full of energetic and positive thinking people.**Director of Patient Experience** Hackensack Meridian Health Network John Theurer Cancer Center * [Sponsors](https://opalgroup.net/conference/patient-experience-officer-summit-2025-2/#tabs-04-01) * [Media Partner](https://opalgroup.net/conference/patient-experience-officer-summit-2025-2/#tabs-04-08) * * * * * * * * * [Policies](https://opalgroup.net/policies/) * [FAQ](https://opalgroup.net/faq/) * [Privacy](https://opalgroup.net/privacy/) * [Careers](https://opalgroup.applytojob.com/apply/) * [](https://twitter.com/opal_group) * [](https://www.linkedin.com/company/opal-financial-group) [![Image 23: logo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/logo.svg)](https://opalgroup.net/) ©2025 Opal Group - All Rights Reserved. * [![Image 25: google](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/google-icon.png)](https://calendar.google.com/) * [![Image 26: outlook](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/outlook-icon.png)](https://calendar.live.com/) * [![Image 27: yahoo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/yahoo-icon.png)](https://calendar.yahoo.com/) × The link has been copied to clipboard. 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February 11, 2026 **194**days left [Register Now](https://opalgroup.net/conference/people-development-executive-summit-2026/#tabs-01-04) * [Tell a Friend](mailto:?subject=People%20Development%20Executive%20Summit%202026&body=https://opalgroup.net/conference/people-development-executive-summit-2026/) * [Add to Calendar](https://opalgroup.net/conference/people-development-executive-summit-2026/#) * [Summit Details](https://opalgroup.net/conference/people-development-executive-summit-2026/#tabs-01-01) * [Speaker Alumni](https://opalgroup.net/conference/people-development-executive-summit-2026/#tabs-01-02) * [Registration & Sponsorship](https://opalgroup.net/conference/people-development-executive-summit-2026/#tabs-01-04) ![Image 16](http://opalgroup.net/wp-content/uploads/2024/07/PDES-400px.png) Welcome to the People Development Executive Summit, hosted by Opal Group ------------------------------------------------------------------------ **February 9th – February 11th 2026 at New Orleans, LA** We believe in creating a memorable, collaborative, and effective experience focused on continuous improvement for Human Resources, Learning & Development, and Talent Management senior executives. [![Image 17](http://opalgroup.net/wp-content/uploads/2018/08/button-requestinvitation2.png)](https://bit.ly/WebsiteLDJune2023RequestInvitationSummitDetails) Join us! Interested in attending or speaking? Contact Alexander Feoli at [afeoli@opalgroup.net](mailto:afeoli@opalgroup.net). Interested in sponsorship? Contact Alejandro Salas at [asalas@opalgroup.net](mailto:asalas@opalgroup.net). - - - ![Image 18](http://opalgroup.net/wp-content/uploads/2023/08/SHRM-web.jpg) _Opal Group is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP®._ [![Image 19](http://opalgroup.net/wp-content/uploads/2018/08/button-requestinvitation2.png)](https://bit.ly/WebsiteLDJune2023RequestInvitationSummitDetails) ### We will be posting the speakers and the agenda for this event soon. Join Opal Group’s Human Resources Network group and be the first to get the latest updates and discuss trending topics with other Human Resource and Diversity, Equity & Inclusion executives. [![Image 20](http://opalgroup.net/wp-content/uploads/2021/05/button-joinnow.png)](https://www.linkedin.com/groups/8683726/) [](https://opalgroup.net/conference/people-development-executive-summit-2026/#) * [Sunday, November 9, 2025](https://opalgroup.net/conference/people-development-executive-summit-2026/#tabs-small-01-1) [](https://opalgroup.net/conference/people-development-executive-summit-2026/#) **Examples of 2024 and 2025 Speaker Alumni** Chief Learning Officer **Phillips 66** Senior Vice President, Learning & Talent Solutions **The Walt Disney Company** Chief Learning Officer **Johnson & Johnson** AVP, Talent Development **Lockton** Director of Learning and Development **Humana** Vice President of Learning Technology **Cognizant** Director of People Development **Lyft** AVP Leadership & Executive Development **HCA Healthcare** Global Head of Talent & Learning, Senior Vice President **GXO Logistics** Director of Learning Design and Technology **McDonalds** Senior Director, Service Innovation & Performance **Coca-Cola** VP, Customer & Employee Learning, NA Tools **Stanley Black & Decker** Director, Learning & Development I Organizational Effectiveness **FedEx** Director Leadership Development **Walgreens** Head of Learning Operations & Enablement **Meta** Global Head of Learning & Development **Paypal** ![Image 21: 4star](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/4star.svg) **The Westin Buckhead Atlanta**3391 Peachtree Rd NE, Atlanta, GA 30326, USA[](tel:) **More networking, greater interactions, bigger ROI: Benefit from an exclusive networking opportunity Connect, benchmark, and network through the discussion of key strategies, practices, and ideas related to L&D. [![Image 22](http://opalgroup.net/wp-content/uploads/2021/12/button-yourinvitation.png)](https://bit.ly/WebsiteLDJune2023RequestInvitationRegistrationandSponsorship) Develop new business relationships Engage, interact, and build relationships with leading enterprise organizations that are actively seeking new business partners. [![Image 23](http://opalgroup.net/wp-content/uploads/2021/05/button-beasponsor.png)](https://bit.ly/HRSponsorRI) Request more information about attending, speaking, and sponsorship opportunities at [info@opalgroup.net](mailto:info@opalgroup.net).**[](tel:)[](mailto:) * Creating new L&D models for an evolving global workforce * Identifying key organizational capabilities to drive growth and innovation * Identifying and developing future leaders internally * Leveraging L&D to improve onboarding, retention and performance * Reinventing continuous learning strategies to engage Millennials * Aligning L&D strategies with business objectives * Leveraging learning measurement and analytics * Integrating informal learning approaches * Designing programs for a multigenerational workforce * Utilizing technology tools to develop skills for future business needs * **Prescheduled One-to-One Meetings:** Participating solution providers and attendees will have pre-summit access to our matching software that allows you to completely customize your meeting agenda. The password-protected website provides relevant information needed to indicate your meeting preferences. * **Exceptional Networking Opportunities:** We strive to maximize your face-to-face time by providing a multitude of avenues to engage the senior executives in attendance. The agenda incorporates an off-site networking activity, networking luncheons, and cocktail receptions. Sponsors are able to leverage the Summit’s intimate atmosphere to build strong personal relationships with current and future clients. * [Who Should Attend](https://opalgroup.net/conference/people-development-executive-summit-2026/#tabs-03-01) * [Testimonials](https://opalgroup.net/conference/people-development-executive-summit-2026/#tabs-03-03) The **People Development Executive Summit**is an invitation-only, exclusive event for heads of learning, development, leadership development, talent management, and organizational effectiveness from Fortune 1000 and leading enterprise organizations. Chief Learning Officers (CLOs) Chief Talent Officers (CTOs) SVP/VP/Head of Learning & Development SVP/VP/Head of Talent Management SVP/VP/Head of Leadership Development Join us! Interested in attending or speaking? Contact Alexander Feoli at **afeoli@opalgroup.net**. Interested in sponsorship? Contact Alejandro Salas at **asalas@opalgroup.net**. ### **Title Chart**Subtitle Chart ### **Title Chart 2**Subtitle Chart 2 The Opal Team is the best in the business. Their attention to detail and care for all the attendees and sponsors are impeccable. The panel discussions, meetings, and experience made the conference feel like a home away from home.**Erick Dominguez, Account Director** General Assembly If you would like to experience rich networking opportunities and getting to know others in the industry, this conference is where you can do that. Opal Group does a really good job of bringing together an amazing experience.**Alaina Doyle** VP, Learning and Development, Wells Fargo Outstanding opportunity to network and learn with leaders doing the essential work in the L&D / DEI space. Unbelievable value-rich impact!**Tracy Salters** Director L&D, American Airlines The Opal organization planned and executed one of the best conferences I have ever attended. The speakers were extremely knowledgeable and willing to share not only their stories but details that other practitioners can use to have an impact back at their organizations.**Duane J La Bom** Chief Learning & Inclusion Officer, Cornerstone OnDemand The first time I participated in an in-person conference post pandemic, and it went above and beyond my expectations. Thought provoking agenda and great speakers.**Eli Bendet-Taicher** Head of Global Learning & Development, WIX Opal Group's creation, planning and execution of the L&D and DEI Executive Summit in Atlanta was absolutely flawless. The sessions were extremely engaging and full of information, offering best practices from top experts in the field. These people know what they are doing and have raised the bar for all other event planning organizations. Kudos to the folks at Opal Group.**Bradie Speller** Director, Global Strategy Office, Change & Transformation, UPS The Summit was inspirational, educational, and practical. The most valuable take-away for me was the network of leaders I had the opportunity to learn from and engage with across a myriad of industries. It was very comforting and reaffirming to hear from other leaders experiencing similar challenges and learning how handled, managed, and worked their way through them. The network I built at the Summit has already been a tremendous support system to me and others and for that, I am extremely grateful.**Sui Lang L. Panoke** Sr. Vice President, Diversity. Equity. Inclusion, Zions Bank The event was well beyond my expectations. The presentations and learning opportunities were fantastic. I benchmarked what our organization was doing with the other attendees and developed concepts for scoping out projects and programming for our team. The networking was phenomenal! I met other colleagues in the same profession and enjoyed the camaraderie built during the conference networking events.**LynnAnn H** Director, Diversity, Equity & Inclusion, Texas State University Opal Group does a great job of planning and orchestrating fun yet informative HR topics for Heads of HR to come together to share best practices and plans for the future of work.**Gianetta Jones** VP HR, Coca-Cola United * [Media Partners](https://opalgroup.net/conference/people-development-executive-summit-2026/#tabs-04-08) * * * * * * * * * * * * * * * * [Policies](https://opalgroup.net/policies/) * [FAQ](https://opalgroup.net/faq/) * [Privacy](https://opalgroup.net/privacy/) * [Careers](https://opalgroup.applytojob.com/apply/) * [](https://twitter.com/opal_group) * [](https://www.linkedin.com/company/opal-financial-group) [![Image 24: logo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/logo.svg)](https://opalgroup.net/) ©2025 Opal Group - All Rights Reserved. * [![Image 26: google](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/google-icon.png)](https://calendar.google.com/) * [![Image 27: outlook](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/outlook-icon.png)](https://calendar.live.com/) * [![Image 28: yahoo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/yahoo-icon.png)](https://calendar.yahoo.com/) × The link has been copied to clipboard. 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October 14, 2025 **74**days left [Register Now](https://opalgroup.net/conference/hr-leadership-wellness-executive-summit-2025-2/#tabs-01-04) * [Tell a Friend](mailto:?subject=HR%20Leadership%20%26%20Wellness%20Executive%20Summit%202025&body=https://opalgroup.net/conference/hr-leadership-wellness-executive-summit-2025-2/) * [Add to Calendar](https://opalgroup.net/conference/hr-leadership-wellness-executive-summit-2025-2/#) * [Summit Details](https://opalgroup.net/conference/hr-leadership-wellness-executive-summit-2025-2/#tabs-01-01) * [Speakers](https://opalgroup.net/conference/hr-leadership-wellness-executive-summit-2025-2/#tabs-01-02) * [Hotel Information](https://opalgroup.net/conference/hr-leadership-wellness-executive-summit-2025-2/#tabs-01-03) * [Registration & Sponsorship](https://opalgroup.net/conference/hr-leadership-wellness-executive-summit-2025-2/#tabs-01-04) ![Image 16](http://opalgroup.net/wp-content/uploads/2024/07/HRLWES-400px.png) Welcome to the HR Leadership Executive Summit, hosted by Opal Group ------------------------------------------------------------------- **October 12th – October 14th 2025 at Atlanta, GA** We believe in creating a memorable, collaborative, and effective experience focused on continuous improvement for Chief Human Resource Officers, Chief People Officers, Chief Talent Officers, and other top executives in human resources, talent management, learning, and leadership development. [![Image 17](http://opalgroup.net/wp-content/uploads/2018/08/button-requestinvitation2.png)](https://bit.ly/WebsiteHRLApril2023RequestyourInviteSummitDetails) Join us! Interested in attending or speaking? Contact Alexander Feoli at [afeoli@opalgroup.net](mailto:afeoli@opalgroup.net). Interested in sponsorship? Contact Alejandro Salas at [asalas@opalgroup.net](mailto:asalas@opalgroup.net). - - - ![Image 18](https://opalgroup.net/wp-content/uploads/2023/08/SHRM-web.jpg) _Opal Group is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP®._ [![Image 19](http://opalgroup.net/wp-content/uploads/2018/08/button-requestinvitation2.png)](https://bit.ly/WebsiteHRLApril2023RequestyourInviteSummitDetails) [![Image 20](http://opalgroup.net/wp-content/uploads/2025/06/HR-download-button.png)](https://blog.opalgroup.net/hr-ce/) ### Join Opal Group’s Human Resources Network group and be the first to get the latest updates and discuss trending topics with other Human Resource and Diversity, Equity & Inclusion executives. [![Image 21](http://opalgroup.net/wp-content/uploads/2021/05/button-joinnow.png)](https://www.linkedin.com/groups/8683726/) [](https://opalgroup.net/conference/hr-leadership-wellness-executive-summit-2025-2/#) * [Sunday, October 12, 2025](https://opalgroup.net/conference/hr-leadership-wellness-executive-summit-2025-2/#tabs-small-01-1) [](https://opalgroup.net/conference/hr-leadership-wellness-executive-summit-2025-2/#) **Click on the speaker’s photo to learn more about them.** Katy O'Connor, Chief Human Resources Officer, **Providence Health** William Riddick, Vice President Human Resources - CBS News & Digital, **Paramount** Myriam Vidalon, SVP Culture and Workforce Transformation and Chief Diversity Officer, **NielsenIQ** D.V. Williams, Chief People Officer, **Match Group** Benaiah Shaw, Director, People & Culture, **Warner Bros. Discovery** Meaghan Crowley, Senior Director, Human Resources Business Partner, **Sodexo** Kristin Pascual, Vice President, Communications, Culture, and Community, **Seagate Technology** Christyl Murray, Former Exec. Director of HR, Wealth Management Client Segments, **Morgan Stanley** Lauren Jenkins, Vice President, Head of Executive Participant Servicing, **J.P. Morgan** Myriam Del Angel, Vice President of Human Resources - RSR North America, **Randstad** Markus Fraund, Vice President, Global People Operations, **ABC Fitness** Karlene Gordon, Senior Vice President, Diversity and Inclusion Officer, **Ameris Bank** Floss J Aggrey, Chief Diversity & Inclusion Officer, **Randstad** Kevin Bradley, Vice President Diversity, Inclusion & Community, **HUB International** Bernie Borges, Founder & CEO, **Fulfilled@Work Academy™** ![Image 22: 4star](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/4star.svg) **JW Marriott Atlanta Buckhead**3300 Lenox Road Northeast, Atlanta, Georgia 30326, USA[](tel:) **More networking, greater interactions, bigger ROI: Benefit from an exclusive networking opportunity Connect, benchmark, and network through the discussion of key strategies, practices, and ideas related to HR. [![Image 23](http://opalgroup.net/wp-content/uploads/2021/12/button-yourinvitation.png)](https://bit.ly/WebsiteHRLApril2023RequestInvitationRegistrationandSponsorship) Develop new business relationships Engage, interact, and build relationships with leading enterprise organizations who are actively seeking for new business partners. [![Image 24](http://opalgroup.net/wp-content/uploads/2021/05/button-beasponsor.png)](https://bit.ly/HRSponsorRI) Request more information about sponsorship opportunities at [info@opalgroup.net](mailto:info@opalgroup.net).**[](tel:)[](mailto:) * Creating new talent acquisition, management and retention models for an evolving workforce * Developing an environment and successful organizational culture where employees feel supported and empowered * Designing benefit packages that appeal to four or five generations of employees * Extending employee experience initiatives to include candidate-facing strategies to improve recruiting * Developing a contingent workforce and job sharing programs to encourage growth and improve retention * Reinventing continuous learning strategies to engage the younger generations of your workforce * Linking diversity and inclusion to organizational goals * Designing programs for a multigenerational workforce * Utilizing technology tools to develop skills for future business needs * Setting better policies and educational initiatives to recognize unconscious bias and prevent harassment * **Prescheduled One-to-One Meetings:** Participating solution providers and attendees will have pre-summit access to our matching software that allows you to completely customize your meeting agenda. The password-protected website provides relevant information needed to indicate your meeting preferences. * **Exceptional Networking Opportunities:** We strive to maximize your face-to-face time by providing a multitude of avenues to engage the senior executives in attendance. The agenda incorporates an off-site networking activity, networking luncheons, and cocktail receptions. Sponsors are able to leverage the Summit’s intimate atmosphere to build strong personal relationships with current and future clients. * [Who Should Attend](https://opalgroup.net/conference/hr-leadership-wellness-executive-summit-2025-2/#tabs-03-01) * [Testimonials](https://opalgroup.net/conference/hr-leadership-wellness-executive-summit-2025-2/#tabs-03-03) The **HR Leadership & Wellness Executive Summit** is an invitation-only, exclusive event for heads of human resources, talent management, learning and leadership development, diversity and inclusion and organizational effectiveness from Fortune 1000 and leading enterprise organizations. Chief Human Resources Officers (CHROs) Chief Talent Officers (CTOs) Chief People Officers SVP/VP/Head of Human Resources SVP/VP/Head of Talent Management SVP/VP/Head of Leadership Development SVP/VP/Head of Learning & Development Join us! Interested in attending or speaking? Contact Alexander Feoli at **afeoli@opalgroup.net**. Interested in sponsorship? Contact Alejandro Salas at **asalas@opalgroup.net**. ### **Title Chart**Subtitle Chart ### **Title Chart 2**Subtitle Chart 2 The Opal Team is the best in the business. Their attention to detail and care for all the attendees and sponsors are impeccable. The panel discussions, meetings, and experience made the conference feel like a home away from home.**Erick Dominguez, Account Director** General Assembly I enjoyed the summit because it was a great insight into best practices for top organizations.**Regla Wuilchrist, Chief People Officer** CareMax Lovely group of informed, experienced professionals with a nice amount of diversity in the leaders who presented.**Megan Libby, Former VP of Executive Development & Culture** LVMH We lived three intense days of excellent HR topics, discussions, and networking. It has been fantastic!**Betiana Genoud, VP Human Resources, Latin America** The Adecco Group I always walk away from this conference inspired and with a long list of new creative ideas for our company. I love that this conference is intimate enough that you really get to connect and network with others. It includes many large companies that have great experiences to learn from as well as an opportunity to meet with and explore vendors to support your internal initiatives.**Shelby Pyatt, Chief Human Resources Officer & VP IT** Rayonier Inc. * [Sponsors](https://opalgroup.net/conference/hr-leadership-wellness-executive-summit-2025-2/#tabs-04-01) * [Media Partners](https://opalgroup.net/conference/hr-leadership-wellness-executive-summit-2025-2/#tabs-04-08) * * * * * * * * * * * * * * * * * * * [Policies](https://opalgroup.net/policies/) * [FAQ](https://opalgroup.net/faq/) * [Privacy](https://opalgroup.net/privacy/) * [Careers](https://opalgroup.applytojob.com/apply/) * [](https://twitter.com/opal_group) * [](https://www.linkedin.com/company/opal-financial-group) [![Image 25: logo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/logo.svg)](https://opalgroup.net/) ©2025 Opal Group - All Rights Reserved. * [![Image 27: google](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/google-icon.png)](https://calendar.google.com/) * [![Image 28: outlook](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/outlook-icon.png)](https://calendar.live.com/) * [![Image 29: yahoo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/yahoo-icon.png)](https://calendar.yahoo.com/) × The link has been copied to clipboard. 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October 14, 2025 **74**days left [Register Now](https://opalgroup.net/conference/culture-engagement-executive-summit-2025-2/#tabs-01-04) * [Tell a Friend](mailto:?subject=Culture%20%26%20Engagement%20Executive%20Summit%202025&body=https://opalgroup.net/conference/culture-engagement-executive-summit-2025-2/) * [Add to Calendar](https://opalgroup.net/conference/culture-engagement-executive-summit-2025-2/#) * [Summit Details](https://opalgroup.net/conference/culture-engagement-executive-summit-2025-2/#tabs-01-01) * [Speakers](https://opalgroup.net/conference/culture-engagement-executive-summit-2025-2/#tabs-01-02) * [Hotel Information](https://opalgroup.net/conference/culture-engagement-executive-summit-2025-2/#tabs-01-03) * [Registration & Sponsorship](https://opalgroup.net/conference/culture-engagement-executive-summit-2025-2/#tabs-01-04) ![Image 16](http://opalgroup.net/wp-content/uploads/2024/07/CEES-400px.png) Welcome to the Culture & Engagement Executive Summit, hosted by Opal Group -------------------------------------------------------------------------- **October 12th – October 14th 2025 at Atlanta, GA** We believe in creating a memorable, collaborative, and effective experience focused on continuous improvement for Human Resources, Diversity & Inclusion, and Talent Management senior executives. [![Image 17](http://opalgroup.net/wp-content/uploads/2018/08/button-requestinvitation2.png)](https://bit.ly/WebsiteDEIFeb2023RequestInvitationSummitDetails) Join us! Interested in attending or speaking? Contact Alexander Feoli at [afeoli@opalgroup.net](mailto:afeoli@opalgroup.net). Interested in sponsorship? Contact Alejandro Salas at [asalas@opalgroup.net](mailto:asalas@opalgroup.net). - - - ![Image 18](http://opalgroup.net/wp-content/uploads/2023/08/SHRM-web.jpg) _Opal Group is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP®._ [![Image 19](http://opalgroup.net/wp-content/uploads/2018/08/button-requestinvitation2.png)](https://bit.ly/WebsiteDEIFeb2023RequestInvitationSummitDetails) [![Image 20](http://opalgroup.net/wp-content/uploads/2025/06/CE-download-button.png)](https://blog.opalgroup.net/hr-ce/#cees) ### Join Opal Group’s Human Resources Network group and be the first to get the latest updates and discuss trending topics with other Human Resource and Diversity, Equity & Inclusion executives. [![Image 21](http://opalgroup.net/wp-content/uploads/2021/05/button-joinnow.png)](https://www.linkedin.com/groups/8683726/) [](https://opalgroup.net/conference/culture-engagement-executive-summit-2025-2/#) * [Sunday, October 12, 2025](https://opalgroup.net/conference/culture-engagement-executive-summit-2025-2/#tabs-small-01-1) [](https://opalgroup.net/conference/culture-engagement-executive-summit-2025-2/#) **Click on the speaker’s photo to learn more about them.** Katy O'Connor, Chief Human Resources Officer, **Providence Health** Myriam Vidalon, SVP Culture and Workforce Transformation and Chief Diversity Officer, **NielsenIQ** D.V. Williams, Chief People Officer, **Match Group** Trisch Smith, Global Chief Diversity, Equity & Inclusion Officer, **Edelman** Joseph B Hill, Chief Culture, Equity & Belonging Officer, **Cone Health** Kimberly Ayers Shariff, Executive Vice President, Strategy for Diversity Equity & Inclusion, **Penguin Random House** Benaiah Shaw, Director, People & Culture, **Warner Bros. Discovery** Sharde Marchewski, Global Head of Purpose & Inclusion, **Wayfair** Crystal Brown, Founder, **WHELL Connected** Shamayne Braman, Chief Diversity, Equity & Inclusion Officer, **Sonos Inc.** Kristin Pascual, Vice President, Communications, Culture, and Community, **Seagate Technology** Eduardo Arabu, CEO, **The National Hispanic Corporate Council (NHCC)** Letecia Rose, Chief Equity, Diversity and Inclusion Officer, **Fasken** Floss J Aggrey, Chief Diversity & Inclusion Officer, **Randstad** Myriam Del Angel, Vice President of Human Resources - RSR North America, **Randstad** Karlene Gordon, Senior Vice President, Diversity and Inclusion Officer, **Ameris Bank** Kevin Bradley, Vice President Diversity, Inclusion & Community, **HUB International** Samantha Santos, Head of Engagement Strategy, **Citi** Khalil Smith, Vice President, Inclusion, Diversity, and Engagement, **Akamai Technologies** Christyl Murray, Former Exec. Director of HR, Wealth Management Client Segments, **Morgan Stanley** Lauren Jenkins, Vice President, Head of Executive Participant Servicing, **J.P. Morgan** Meaghan Crowley, Senior Director, Human Resources Business Partner, **Sodexo** Bernie Borges, Founder & CEO, **Fulfilled@Work Academy™** ![Image 22: 4star](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/4star.svg) **JW Marriott Atlanta Buckhead**3300 Lenox Road Northeast, Atlanta, Georgia 30326, USA[](tel:) **More networking, greater interactions, bigger ROI: Benefit from an exclusive networking opportunity Connect, benchmark, and network through the discussion of key strategies, practices, and ideas related to DE&I. [![Image 23](http://opalgroup.net/wp-content/uploads/2021/12/button-yourinvitation.png)](https://bit.ly/WebsiteDEIFeb2023RequestInvitationRegistrationandSponsorship) Develop new business relationships Engage, interact, and build relationships with leading enterprise organizations that are actively seeking new business partners. [![Image 24](http://opalgroup.net/wp-content/uploads/2021/05/button-beasponsor.png)](https://bit.ly/HRSponsorRI) Request more information about sponsorship opportunities at [info@opalgroup.net](mailto:info@opalgroup.net).**[](tel:)[](mailto:) * Committing to Change: How to Turn Employee Insights into a Business Plan for Long-Lasting and Meaningful Change * Measuring the Success of Your Diversity, Equity, and Inclusion Initiatives * Power Language: Keeping Language up-to-date in the Workplace * The Real Impacts of Microaggressions in the Workplace and How to Address Them * Leveling the Playing Field: Tried and True Equity and Inclusion Practices in the Workplace * Examining Intersectionality to Uncover Gaps in Your DEI Practices * Finding and Hiring Talent That Aligns with Your Corporate Values and Leads to Future Business Success * A Blueprint for Your Immersive Environment: Fighting Fear and Inspiring Inclusivity * **Prescheduled One-to-One Meetings:** Participating solution providers and attendees will have pre-summit access to our matching software that allows you to completely customize your meeting agenda. The password-protected website provides relevant information needed to indicate your meeting preferences. * **Exceptional Networking Opportunities:** We strive to maximize your face-to-face time by providing a multitude of avenues to engage the senior executives in attendance. The agenda incorporates an off-site networking activity, networking luncheons, and cocktail receptions. Sponsors are able to leverage the Summit’s intimate atmosphere to build strong personal relationships with current and future clients. * [Who Should Attend](https://opalgroup.net/conference/culture-engagement-executive-summit-2025-2/#tabs-03-01) * [Testimonials](https://opalgroup.net/conference/culture-engagement-executive-summit-2025-2/#tabs-03-03) The **Culture & Engagement Executive Summit**is an invitation-only event for Diversity, Equity, Inclusion, Belonging, and Human Resources practitioners from Fortune 1000 and leading consumer brands and organizations. **Seniority:** CXO / Head / EVP / SVP / VP / Dir. **Job Function:** Diversity Equity Equality Inclusion Belonging Culture Talent Human Resources People Learning & Development EEO & Civic Affairs Corporate & Social Responsibility Join us! Interested in attending or speaking? Contact Alexander Feoli at **afeoli@opalgroup.net**. Interested in sponsorship? Contact Alejandro Salas at **asalas@opalgroup.net**. ### **Title Chart**Subtitle Chart ### **Title Chart 2**Subtitle Chart 2 The Opal Team is the best in the business. Their attention to detail and care for all the attendees and sponsors are impeccable. The panel discussions, meetings, and experience made the conference feel like a home away from home.**Erick Dominguez, Account Director** General Assembly If you would like to experience rich networking opportunities and getting to know others in the industry, this conference is where you can do that. Opal Group does a really good job of bringing together an amazing experience.**Alaina Doyle** VP, Learning and Development, Wells Fargo Outstanding opportunity to network and learn with leaders doing the essential work in the L&D / DEI space. Unbelievable value-rich impact!**Tracy Salters** Director L&D, American Airlines The Opal organization planned and executed one of the best conferences I have ever attended. The speakers were extremely knowledgeable and willing to share not only their stories but details that other practitioners can use to have an impact back at their organizations.**Duane J La Bom** Chief Learning & Inclusion Officer, Cornerstone OnDemand The first time I participated in an in-person conference post pandemic, and it went above and beyond my expectations. Thought provoking agenda and great speakers.**Eli Bendet-Taicher** Head of Global Learning & Development, WIX Opal Group's creation, planning and execution of the L&D and DEI Executive Summit in Atlanta was absolutely flawless. The sessions were extremely engaging and full of information, offering best practices from top experts in the field. These people know what they are doing and have raised the bar for all other event planning organizations. Kudos to the folks at Opal Group.**Bradie Speller** Director, Global Strategy Office, Change & Transformation, UPS The Summit was inspirational, educational, and practical. The most valuable take-away for me was the network of leaders I had the opportunity to learn from and engage with across a myriad of industries. It was very comforting and reaffirming to hear from other leaders experiencing similar challenges and learning how handled, managed, and worked their way through them. The network I built at the Summit has already been a tremendous support system to me and others and for that, I am extremely grateful.**Sui Lang L. Panoke** Sr. Vice President, Diversity. Equity. Inclusion, Zions Bank The event was well beyond my expectations. The presentations and learning opportunities were fantastic. I benchmarked what our organization was doing with the other attendees and developed concepts for scoping out projects and programming for our team. The networking was phenomenal! I met other colleagues in the same profession and enjoyed the camaraderie built during the conference networking events.**LynnAnn H** Director, Diversity, Equity & Inclusion, Texas State University Opal Group does a great job of planning and orchestrating fun yet informative HR topics for Heads of HR to come together to share best practices and plans for the future of work.**Gianetta Jones** VP HR, Coca-Cola United * [Sponsors](https://opalgroup.net/conference/culture-engagement-executive-summit-2025-2/#tabs-04-03) * [Media Partners](https://opalgroup.net/conference/culture-engagement-executive-summit-2025-2/#tabs-04-08) * * * * * * * * * * * * * * * * * * * [Policies](https://opalgroup.net/policies/) * [FAQ](https://opalgroup.net/faq/) * [Privacy](https://opalgroup.net/privacy/) * [Careers](https://opalgroup.applytojob.com/apply/) * [](https://twitter.com/opal_group) * [](https://www.linkedin.com/company/opal-financial-group) [![Image 25: logo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/logo.svg)](https://opalgroup.net/) ©2025 Opal Group - All Rights Reserved. * [![Image 27: google](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/google-icon.png)](https://calendar.google.com/) * [![Image 28: outlook](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/outlook-icon.png)](https://calendar.live.com/) * [![Image 29: yahoo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/yahoo-icon.png)](https://calendar.yahoo.com/) × The link has been copied to clipboard. 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November 11, 2025 **102**days left [Register Now](https://opalgroup.net/conference/people-development-executive-summit-2025-3/#tabs-01-04) * [Tell a Friend](mailto:?subject=People%20Development%20Executive%20Summit%202025&body=https://opalgroup.net/conference/people-development-executive-summit-2025-3/) * [Add to Calendar](https://opalgroup.net/conference/people-development-executive-summit-2025-3/#) * [Summit Details](https://opalgroup.net/conference/people-development-executive-summit-2025-3/#tabs-01-01) * [Speaker Alumni](https://opalgroup.net/conference/people-development-executive-summit-2025-3/#tabs-01-02) * [Registration & Sponsorship](https://opalgroup.net/conference/people-development-executive-summit-2025-3/#tabs-01-04) ![Image 16](http://opalgroup.net/wp-content/uploads/2024/07/PDES-400px.png) Welcome to the People Development Executive Summit, hosted by Opal Group ------------------------------------------------------------------------ **November 9th – November 11th 2025 at Dallas, TX** We believe in creating a memorable, collaborative, and effective experience focused on continuous improvement for Human Resources, Learning & Development, and Talent Management senior executives. [![Image 17](http://opalgroup.net/wp-content/uploads/2018/08/button-requestinvitation2.png)](https://bit.ly/WebsiteLDJune2023RequestInvitationSummitDetails) Join us! Interested in attending or speaking? Contact Alexander Feoli at [afeoli@opalgroup.net](mailto:afeoli@opalgroup.net). Interested in sponsorship? Contact Alejandro Salas at [asalas@opalgroup.net](mailto:asalas@opalgroup.net). - - - ![Image 18](http://opalgroup.net/wp-content/uploads/2023/08/SHRM-web.jpg) _Opal Group is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP®._ [![Image 19](http://opalgroup.net/wp-content/uploads/2018/08/button-requestinvitation2.png)](https://bit.ly/WebsiteLDJune2023RequestInvitationSummitDetails) ### We will be posting the speakers and the agenda for this event soon. Join Opal Group’s Human Resources Network group and be the first to get the latest updates and discuss trending topics with other Human Resource and Diversity, Equity & Inclusion executives. [![Image 20](http://opalgroup.net/wp-content/uploads/2021/05/button-joinnow.png)](https://www.linkedin.com/groups/8683726/) [](https://opalgroup.net/conference/people-development-executive-summit-2025-3/#) * [Sunday, November 9, 2025](https://opalgroup.net/conference/people-development-executive-summit-2025-3/#tabs-small-01-1) [](https://opalgroup.net/conference/people-development-executive-summit-2025-3/#) **Examples of 2024 and 2025 Speaker Alumni** Chief Learning Officer **Phillips 66** Senior Vice President, Learning & Talent Solutions **The Walt Disney Company** Chief Learning Officer **Johnson & Johnson** AVP, Talent Development **Lockton** Director of Learning and Development **Humana** Vice President of Learning Technology **Cognizant** Director of People Development **Lyft** AVP Leadership & Executive Development **HCA Healthcare** Global Head of Talent & Learning, Senior Vice President **GXO Logistics** Director of Learning Design and Technology **McDonalds** Senior Director, Service Innovation & Performance **Coca-Cola** VP, Customer & Employee Learning, NA Tools **Stanley Black & Decker** Director, Learning & Development I Organizational Effectiveness **FedEx** Director Leadership Development **Walgreens** Head of Learning Operations & Enablement **Meta** Global Head of Learning & Development **Paypal** ![Image 21: 4star](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/4star.svg) **The Westin Buckhead Atlanta**3391 Peachtree Rd NE, Atlanta, GA 30326, USA[](tel:) **More networking, greater interactions, bigger ROI: Benefit from an exclusive networking opportunity Connect, benchmark, and network through the discussion of key strategies, practices, and ideas related to L&D. [![Image 22](http://opalgroup.net/wp-content/uploads/2021/12/button-yourinvitation.png)](https://bit.ly/WebsiteLDJune2023RequestInvitationRegistrationandSponsorship) Develop new business relationships Engage, interact, and build relationships with leading enterprise organizations that are actively seeking new business partners. [![Image 23](http://opalgroup.net/wp-content/uploads/2021/05/button-beasponsor.png)](https://bit.ly/HRSponsorRI) Request more information about attending, speaking, and sponsorship opportunities at [info@opalgroup.net](mailto:info@opalgroup.net).**[](tel:)[](mailto:) * Creating new L&D models for an evolving global workforce * Identifying key organizational capabilities to drive growth and innovation * Identifying and developing future leaders internally * Leveraging L&D to improve onboarding, retention and performance * Reinventing continuous learning strategies to engage Millennials * Aligning L&D strategies with business objectives * Leveraging learning measurement and analytics * Integrating informal learning approaches * Designing programs for a multigenerational workforce * Utilizing technology tools to develop skills for future business needs * **Prescheduled One-to-One Meetings:** Participating solution providers and attendees will have pre-summit access to our matching software that allows you to completely customize your meeting agenda. The password-protected website provides relevant information needed to indicate your meeting preferences. * **Exceptional Networking Opportunities:** We strive to maximize your face-to-face time by providing a multitude of avenues to engage the senior executives in attendance. The agenda incorporates an off-site networking activity, networking luncheons, and cocktail receptions. Sponsors are able to leverage the Summit’s intimate atmosphere to build strong personal relationships with current and future clients. * [Who Should Attend](https://opalgroup.net/conference/people-development-executive-summit-2025-3/#tabs-03-01) * [Testimonials](https://opalgroup.net/conference/people-development-executive-summit-2025-3/#tabs-03-03) The **People Development Executive Summit**is an invitation-only, exclusive event for heads of learning, development, leadership development, talent management, and organizational effectiveness from Fortune 1000 and leading enterprise organizations. Chief Learning Officers (CLOs) Chief Talent Officers (CTOs) SVP/VP/Head of Learning & Development SVP/VP/Head of Talent Management SVP/VP/Head of Leadership Development SVP/VP/Head of Human Resources Join us! Interested in attending or speaking? Contact Alexander Feoli at **afeoli@opalgroup.net**. Interested in sponsorship? Contact Alejandro Salas at **asalas@opalgroup.net**. ### **Title Chart**Subtitle Chart ### **Title Chart 2**Subtitle Chart 2 The Opal Team is the best in the business. Their attention to detail and care for all the attendees and sponsors are impeccable. The panel discussions, meetings, and experience made the conference feel like a home away from home.**Erick Dominguez, Account Director** General Assembly If you would like to experience rich networking opportunities and getting to know others in the industry, this conference is where you can do that. Opal Group does a really good job of bringing together an amazing experience.**Alaina Doyle** VP, Learning and Development, Wells Fargo Outstanding opportunity to network and learn with leaders doing the essential work in the L&D / DEI space. Unbelievable value-rich impact!**Tracy Salters** Director L&D, American Airlines The Opal organization planned and executed one of the best conferences I have ever attended. The speakers were extremely knowledgeable and willing to share not only their stories but details that other practitioners can use to have an impact back at their organizations.**Duane J La Bom** Chief Learning & Inclusion Officer, Cornerstone OnDemand The first time I participated in an in-person conference post pandemic, and it went above and beyond my expectations. Thought provoking agenda and great speakers.**Eli Bendet-Taicher** Head of Global Learning & Development, WIX Opal Group's creation, planning and execution of the L&D and DEI Executive Summit in Atlanta was absolutely flawless. The sessions were extremely engaging and full of information, offering best practices from top experts in the field. These people know what they are doing and have raised the bar for all other event planning organizations. Kudos to the folks at Opal Group.**Bradie Speller** Director, Global Strategy Office, Change & Transformation, UPS The Summit was inspirational, educational, and practical. The most valuable take-away for me was the network of leaders I had the opportunity to learn from and engage with across a myriad of industries. It was very comforting and reaffirming to hear from other leaders experiencing similar challenges and learning how handled, managed, and worked their way through them. The network I built at the Summit has already been a tremendous support system to me and others and for that, I am extremely grateful.**Sui Lang L. Panoke** Sr. Vice President, Diversity. Equity. Inclusion, Zions Bank The event was well beyond my expectations. The presentations and learning opportunities were fantastic. I benchmarked what our organization was doing with the other attendees and developed concepts for scoping out projects and programming for our team. The networking was phenomenal! I met other colleagues in the same profession and enjoyed the camaraderie built during the conference networking events.**LynnAnn H** Director, Diversity, Equity & Inclusion, Texas State University Opal Group does a great job of planning and orchestrating fun yet informative HR topics for Heads of HR to come together to share best practices and plans for the future of work.**Gianetta Jones** VP HR, Coca-Cola United * [Sponsors](https://opalgroup.net/conference/people-development-executive-summit-2025-3/#tabs-04-02) * [Media Partners](https://opalgroup.net/conference/people-development-executive-summit-2025-3/#tabs-04-08) * * * * * * * * * * * * * * * * [Policies](https://opalgroup.net/policies/) * [FAQ](https://opalgroup.net/faq/) * [Privacy](https://opalgroup.net/privacy/) * [Careers](https://opalgroup.applytojob.com/apply/) * [](https://twitter.com/opal_group) * [](https://www.linkedin.com/company/opal-financial-group) [![Image 24: logo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/logo.svg)](https://opalgroup.net/) ©2025 Opal Group - All Rights Reserved. * [![Image 26: google](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/google-icon.png)](https://calendar.google.com/) * [![Image 27: outlook](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/outlook-icon.png)](https://calendar.live.com/) * [![Image 28: yahoo](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/conferences/yahoo-icon.png)](https://calendar.yahoo.com/) × The link has been copied to clipboard. 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[![Image 17](http://opalgroup.net/wp-content/uploads/2018/08/button-requestinvitation2.png)](https://bit.ly/WebsiteHRLApril2023RequestyourInviteSummitDetails) Join us! Interested in attending or speaking? Contact Alexander Feoli at [afeoli@opalgroup.net](mailto:afeoli@opalgroup.net). Interested in sponsorship? Contact Alejandro Salas at [asalas@opalgroup.net](mailto:asalas@opalgroup.net). - - - ![Image 18](https://opalgroup.net/wp-content/uploads/2023/08/SHRM-web.jpg) _Opal Group is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP®._ [![Image 19](http://opalgroup.net/wp-content/uploads/2018/08/button-requestinvitation2.png)](https://bit.ly/WebsiteHRLApril2023RequestyourInviteSummitDetails) ### We will be posting the speakers and the agenda for this event soon. Join Opal Group’s Human Resources Network group and be the first to get the latest updates and discuss trending topics with other Human Resource and Diversity, Equity & Inclusion executives. [![Image 20](http://opalgroup.net/wp-content/uploads/2021/05/button-joinnow.png)](https://www.linkedin.com/groups/8683726/) [](https://opalgroup.net/conference/talent-intelligence-executive-summit-2025-ft-talent-acquisition/#) * [Sunday, November 9, 2025](https://opalgroup.net/conference/talent-intelligence-executive-summit-2025-ft-talent-acquisition/#tabs-small-01-1) [](https://opalgroup.net/conference/talent-intelligence-executive-summit-2025-ft-talent-acquisition/#) **Examples of 2025 Speaker Alumni** VP of Human Resources **Chick-Fil-A** Global Head of Talent Brand **Duolingo** VP of HR – Operations & Talent Acquisition **Partners – A Walt Disney Company** Vice President TM, Talent Acquisition & DEI **Comcast** Head of People Analytics **Motive** Global HR & DEI Leader, Talent Acquisition **Amazon** Executive Director of Talent Acquisition **MGM Resorts** Executive Talent Advisor **Tito’s Vodka** Head of Talent Acquisition **Mansfield Energy Corp** Executive DEIB Speaker & Facilitator, Founder **RAMA** Corporate Recruiting Leader **Ameris Bank** Chief Operating Officer **NACDD** Chief Human Resources Officer **Real Floors** Former SVP of Human Resources **True Religion Brands** Regional Head, Talent Acquisition Delivery **Ericsson** Global Head of Talent Acquisition **Goldman Sachs** Global Director of Talent Acquisition **Flowserve** Vice President Global Enterprise Total Rewards **Baker Hughes** ![Image 21: 4star](https://opalgroup.net/wp-content/themes/opalgroup/dist/images/4star.svg) **The Westin Dallas Stonebriar Golf Resort & Spa**1549 Legacy Dr, Frisco, TX 75034, USA[](tel:) **More networking, greater interactions, bigger ROI: Benefit from an exclusive networking opportunity Connect, benchmark, and network through the discussion of key strategies, practices, and ideas related to HR. [![Image 22](http://opalgroup.net/wp-content/uploads/2021/12/button-yourinvitation.png)](https://bit.ly/WebsiteHRLApril2023RequestInvitationRegistrationandSponsorship) Develop new business relationships Engage, interact, and build relationships with leading enterprise organizations who are actively seeking for new business partners. [![Image 23](http://opalgroup.net/wp-content/uploads/2021/05/button-beasponsor.png)](https://bit.ly/HRSponsorRI) Request more information about sponsorship opportunities at [info@opalgroup.net](mailto:info@opalgroup.net).**[](tel:)[](mailto:) * Creating new talent acquisition, management and retention models for an evolving workforce * Developing an environment and successful organizational culture where employees feel supported and empowered * Designing benefit packages that appeal to four or five generations of employees * Extending employee experience initiatives to include candidate-facing strategies to improve recruiting * Developing a contingent workforce and job sharing programs to encourage growth and improve retention * Reinventing continuous learning strategies to engage the younger generations of your workforce * Linking diversity and inclusion to organizational goals * Designing programs for a multigenerational workforce * Utilizing technology tools to develop skills for future business needs * Setting better policies and educational initiatives to recognize unconscious bias and prevent harassment * **Prescheduled One-to-One Meetings:** Participating solution providers and attendees will have pre-summit access to our matching software that allows you to completely customize your meeting agenda. The password-protected website provides relevant information needed to indicate your meeting preferences. * **Exceptional Networking Opportunities:** We strive to maximize your face-to-face time by providing a multitude of avenues to engage the senior executives in attendance. The agenda incorporates an off-site networking activity, networking luncheons, and cocktail receptions. Sponsors are able to leverage the Summit’s intimate atmosphere to build strong personal relationships with current and future clients. * [Who Should Attend](https://opalgroup.net/conference/talent-intelligence-executive-summit-2025-ft-talent-acquisition/#tabs-03-01) * [Testimonials](https://opalgroup.net/conference/talent-intelligence-executive-summit-2025-ft-talent-acquisition/#tabs-03-03) The **Talent Intelligence Executive Summit ft. Talent Acquisition**is an invitation-only, exclusive event for Heads of Talent Acquisition & Recruiting from F1000 and Enterprise-level organizations. Join us! Interested in attending or speaking? Contact Alexander Feoli at **afeoli@opalgroup.net**. Interested in sponsorship? Contact Alejandro Salas at **asalas@opalgroup.net**. ### **Title Chart**Subtitle Chart ### **Title Chart 2**Subtitle Chart 2 I have attended many conferences, very few have stood out to me like this one.**Jesusito Giron, Learning & Development Manager** Fairway Lawns & Command Pest Control I thoroughly enjoyed the Talent Development and Talent Intelligence conference. The agenda tackled timely challenges we're facing, and the insights will directly inform our HR strategy moving forward. It was also valuable to connect with a diverse group of Talent professionals from across industries and regions. The data-driven sessions, especially those tied to organizational impact, were particularly insightful. I highly recommend this conference to senior Talent leaders looking to stay ahead.**Megha Banerjee, Talent Manager** Ferrero North America I had a wonderful couple days at the event. Sometimes when you are in the "everyday" you can feel like your company is the only one "suffering" through your challenges, so being in a room with other industry leaders and colleagues helps alleviate those fears and concerns.**Brynn Stillo, Head of Talent Management & Training** Ferrero The Talent Intelligence Summit was an exciting chance to collaborate with industry leaders around the latest and greatest trends. Through discussing current challenges and anticipating the future of talent, the conference was an engaging and worthwhile opportunity.**Harrison J. Ross, Executive Director of Talent** Chick-fil-A Restaurants The Opal Team is the best in the business. Their attention to detail and care for all the attendees and sponsors are impeccable. The panel discussions, meetings, and experience made the conference feel like a home away from home.**Erick Dominguez, Account Director** General Assembly I enjoyed the summit because it was a great insight into best practices for top organizations.**Regla Wuilchrist, Chief People Officer** CareMax Lovely group of informed, experienced professionals with a nice amount of diversity in the leaders who presented.**Megan Libby, Former VP of Executive Development & Culture** LVMH We lived three intense days of excellent HR topics, discussions, and networking. It has been fantastic!**Betiana Genoud, VP Human Resources, Latin America** The Adecco Group I always walk away from this conference inspired and with a long list of new creative ideas for our company. I love that this conference is intimate enough that you really get to connect and network with others. 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