Monday, January 27th
1:00pm - 5:00pm Management Team Meeting: Omni Parker Hotel : Dickens Room
7:00pm – 9:00pm: Reception, Omni Parker Hotel- King Room
Tuesday, January 28th
Press Room
7:00am -8:00am: Breakfast (Starbucks)
8:00am – 8:15am: Introduction (Sang)
8:15am – 8:40am: Sales: 2019 review & 2020 goals (Jerry)
8:40am – 9:10am: Marketing & Events 2019 review & 2020 goals (Lori)
9:10am – 10:00am: Product update (Jamie and Sang)
10:00am - 10:20am: Aite Impact Council update (Erika)
10:20am – 10:40am: Break
10:40am – 11:20am: Tips for great consulting (Julie, Christine, Alois, David, Mike, Jerry)
11:20am – 11:50am: Sales & Analyst Trivial Pursuit (John & Julie)
11:50am – 12:50pm: Horizontal topics session (hosted by Gwenn)
12:50pm – 2:00pm: Lunch- King Room
2:00pm - 2:30pm: How to increase press quotes (Siobhan and Julie)
2:30pm – 3:00pm: Okta and FixFinder (Matthew)
3:00pm – 330pm: Time management (Sang)
3:30pm – 5:00pm: Restore Meditation with Eleana Conway
7:00pm -10:00pm: Dinner at Reel House in East Boston
Wednesday, January 29th
7:00am-8:00am: Breakfast (Starbucks)
8:00am -12:00pm: Team Meetings (Sales in King Room in the morning)
Please see below for individual team breakout rooms
12:00pm -1:00pm: Lunch; King Room
2:00pm-4:00pm: Sales team meeting -Dickens Room (afternoon)
6:30 -10:00 Dinner at Democracy Brewery
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Team Meeting Rooms:
Dickens - Wholesale Banking
Holmes - Retail Banking
Longfellow F & A
Brandeis - Institutional Securities and Investments
Whittier - Wealth Management
Hutchinson – Cybersecurity/Marketing
Hawthorne - RDD/Editorial
Lowell - Insurance