AMC Owner's Retreat

9:30 - 10:00 AM
Registration & Networking
Grab your badge and start the day with casual networking with your fellow AMC colleagues.

10:00 - 10:30 AM
Welcome, Retreat Goals & Framing the Conversation
Kick off the retreat with a warm welcome and an overview of the goals and outcomes for the two days ahead. This opening session will set the tone for open dialogue and collaboration while helping participants connect with one another through a brief interactive icebreaker.

10:30 – 11:45 AM
Macro Trends & “What Keeps Us Up at Night”
Explore the major forces shaping the association and AMC landscape—from economic pressures to workforce shifts and evolving client expectations. Participants will engage in candid discussion about the biggest risks, uncertainties, and challenges keeping leaders up at night.

11:45 AM – 1:00 PM
Networking Lunch
Enjoy a relaxed lunch while continuing conversations sparked during the morning sessions. This informal time allows participants to build connections, exchange experiences, and learn from peers facing similar opportunities and challenges.

1:00 – 2:15 PM
Client Contracts, Liability & Risk Management
Dive into the legal and operational considerations that can significantly impact an AMC’s stability and reputation. This session will explore common contract pitfalls, liability considerations, and practical strategies to protect both your firm and your clients.

2:15 – 2:30 PM
Break
Take a short break to recharge before the afternoon sessions. This is a great opportunity to continue conversations, check in with colleagues, or reflect on key takeaways so far.

2:30 – 3:45 PM
The Impact of AI on AMC Operations & Profitability
Artificial intelligence is rapidly changing how organizations operate—and AMCs are no exception. This session will explore practical applications of AI, opportunities to improve efficiency and service delivery, and the potential impact on business models and profitability.

3:45 – 4:00 PM
Afternoon Beverage & Snack Break
Pause for refreshments and informal networking before the final session of the day. Use this time to recharge and continue conversations sparked throughout the afternoon.

4:00 – 4:45 PM
Succession Planning, Financial Guardrails & Business Sustainability
Long-term success requires thoughtful planning and strong financial foundations. This discussion will focus on preparing for leadership transitions, establishing financial guardrails, and ensuring the sustainability and resilience of your business.

4:45 – 5:00 PM
Day 1 Wrap-Up & Reflections
Close out the day by reflecting on key insights and themes that emerged throughout the sessions. Participants will have an opportunity to share takeaways and identify ideas worth carrying forward into Day 2.

6:00 – 8:00 PM
Group Dinner
Join fellow participants for an evening dinner designed to deepen relationships and continue meaningful conversations in a relaxed setting. This social gathering provides an opportunity to strengthen connections within the AMC leadership community.

8:00 – 9:00 AM
Breakfast
Start the morning with breakfast and informal networking. This is a chance to reconnect with fellow participants and continue conversations from the previous day.

9:00 – 9:15 AM
Day 2 Kickoff & Key Takeaways from Day 1
Begin the second day with a brief recap of insights and themes from Day 1. This session will help frame the day’s discussions and connect strategic ideas to practical application.

9:15 – 10:30 AM
Educating & Managing Teams Effectively
Strong teams are at the heart of successful AMCs. This session will explore strategies for onboarding, training, communication, and performance management that help teams thrive in complex, multi-client environments.

10:30 – 10:45 AM
Morning Break
Take a short break to recharge and reflect before the final sessions of the retreat. Use this time to connect with peers or capture ideas sparked during the morning discussion.

10:45 – 11:45 AM
Client, Member & Volunteer Relationship Management
Balancing the expectations of clients, members, and volunteers can be complex. This session will explore strategies for building trust, managing relationships effectively, and navigating the dynamics that shape successful partnerships.

11:45 AM – 12:00 PM
Retreat Synthesis & Action Planning
Bring together the key ideas and insights from the retreat and translate them into practical next steps. Participants will identify priorities and actions they can take back to their organizations.

12:00 – 1:00 PM
Closing Lunch & Networking
Wrap up the retreat with a final lunch and an opportunity to strengthen connections made over the two days. Participants will leave with new insights, practical ideas, and a stronger network of peers.