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





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