Bay Area Summit

Stay ahead with insights on trends, tech, strategy, and member demands.


Friday, October 17, 2025
9:00 AM - 4:30 PM (PDT)
Beyond the Talk: Building Cultures of Trust, Play, and Purpose 

In an era of rapid change and increasing complexity, the ability to communicate, connect, and lead with intention has never been more critical. This one-day summit is designed to empower association professionals with innovative tools and fresh perspectives to navigate today’s challenges with confidence and creativity. Through dynamic keynotes, breakthrough sessions, and immersive learning experiences, you will explore how trust, experiential learning, and play can unlock powerful leadership potential and create lasting organizational impact.

You will:

  • Discover the power of Conversational Intelligence® to build trust, deepen connection, and drive meaningful collaboration across teams and stakeholders.
  • Explore Experience Design techniques to create engaging, memorable, and impactful learning environments that resonate long after the event ends.
  • Learn how games and play can reveal critical leadership insights and build problem-solving, adaptability, and teamwork skills in a fun and accessible way.
  • Engage with expert facilitators who bring decades of experience across communication, learning, and association leadership.
  • Walk away with practical strategies to foster innovation, connection, and resilience in your organizations—starting with your next conversation.

See Education Sessions and Speakers tabs above for complete details.


Additional Info

Parking -  Event Day Self-Parking: $37 

Public Transit - The BART station is located directly across the street from the hotel. 

Accommodations - Oakland Marriott City Center: $149/night 
Book by 9/26

Agenda

October 17
9:00 AM - 9:30 AM Opening Connections
Check-in, coffee, and casual connections to kick off the day.
Room name: Skyline (21st floor)
9:30 AM - 11:00 AM Keynote Kickoff: Conversational Intelligence - Connect, Navigate and Collaborate in a Changing World
Get ready to spark ideas, shift gears, and set the tone for an epic day.
Room name: Skyline (21st floor)
11:15 AM - 12:15 PM Breakthrough Session: Experience Is Everything: Designing Events That Connects, Engages, and Lasts
Room name: Skyline (21st floor)
12:15 PM - 1:15 PM Lunch & Learn: Fuel + Focus
Enjoy lunch while engaging in thought-provoking conversation.
Room name: Skyline (21st floor)
1:15 PM - 2:15 PM Breakthrough Session: Ready Player You: Leadership Lessons from the World of Games
Room name: Skyline (21st floor)
2:30 PM - 3:30 PM Closing Keynote: The Takeaway Experience
Wrap up with a spark—reflect, recharge, and gear up to put ideas into action.
Room name: Skyline (21st floor)
3:30 PM - 4:30 PM Cheers & Connections
Raise a glass, celebrate the day, and continue the conversation.
Room name: Iron & Oak-Topgolf Swing Suite (2nd floor)

9:30 - 11:00 am - Keynote Kickoff

Conversational Intelligence - Connect, Navigate and Collaborate in a Changing World

Amy Eliza Wong, Founder, Always on Purpose

In today’s fast-changing world, the quality of our work and life often reflects the quality of our conversations. Great results don’t require everyone to like each other—but they do require trust. And trust isn’t built by accident. It’s created—or eroded—in the moment, through the dynamics of our interactions.

Conversational Intelligence® is the skill of connecting, navigating, and growing with others through high-trust communication. This session will explore how to cultivate trust as a daily practice, empowering you and your team to facilitate the free flow of ideas, foster healthy debate, and achieve better-than-expected outcomes.

Whether you’re facing disengagement, low morale, information silos, or declining retention, the root cause may be a low-trust environment. You’ll learn practical strategies to:

  • Encourage honest, risk-taking dialogue.
  • Ensure people feel heard and valued.
  • Unlock creativity and innovation.
  • Build a collaborative culture where people show up fully.

Trust is the oil that keeps the machine running—without it, creativity stalls, innovation suffers, and performance declines. This program will give you the tools to turn conversations into catalysts for connection, alignment, and transformation.

11:15 am - 12:15 pm - Breakthrough Sessions

Experience Is Everything: Designing Events that Connects, Engages, and Lasts

Jenny Sauer-Klein, Founder + CEO, The Primary Shift and The Culture Conference


Tired of lecture-style sessions that leave participants disengaged and uninspired? You’re not alone—and there’s a better way. This session will introduce you to the power of Experience Design: a transformative approach that turns information into interactive, meaningful, and memorable learning.

Through real-life examples and hands-on insights, you’ll explore how to craft learning experiences that are engaging, actionable, and aligned with your audience’s needs. Learn how to scale intimacy in large events, activate your participants as co-creators of insight, and create environments where genuine connection and transformation can happen.

If you’re ready to ditch passive presentations and design events that resonate long after they end, this session is your starting point. Because when learning is an experience, it sticks—and it sparks real change.

Learning Objectives

  • Review the essential elements of dynamic experiences: transformation, connection and collaborative learning. 
  • Learn the Dramatic Arc model, a repeatable, scalable event design framework to catalyze learning and increase continuity for all of your company’s events. 
  • Learn-by-doing and apply the framework to an actual event to make the design process faster, easier, and more impactful. 

1:15 - 2:15 pm - Breakthrough Sessions

Ready Player You: Leadership Lessons from the World of Games

Karl Baur, CMP, CAE, Senior Executive Director, Association Resource Center
Melanee Cottrill MBA, CAE, Executive Director, Head Start California

Have you ever thought of playing Monopoly as a way to level up your leadership skills? Join us as we go through the varied world of games and explore how concepts they embody can help you become a better leader and a better teammate. No experience required - though you probably have more than you think! Games provide an environment in which to experiment and grow your skills, as well as showing you how you (and others) handle conundrums, confrontations, and contests. Gaming of all kinds is no longer a niche activity and is something everyone does (just look at your phone apps!). After all, kids learn from playing games - and adults can too! Why should kids have all the fun...?

Learning Objectives:

  • Learn how games mirror leadership in associations
  • Identify and analyze skills that can be acquired through games
  • Apply concepts from gaming to your leadership approach

2:30 - 3:30 pm - Closing Keynote

Closing Keynote: The Takeaway Experience

Dr. Chrissy Roth-Francis, Leadership and Communication Coach 

Wrap up the Summit with purpose as we journey forward together. In this energizing, hands-on session, you’ll build a personalized action plan to apply your new insights and strategies within your association. Using a proven framework, you’ll learn how to influence your teammates, manager, and stakeholders—turning your vision into reality.

Learning Objectives:

  • Reflect and share your top insights from the summit
  • Identity one new strategy, program, or event you are bringing back to your association
  • Learn and practice a framework for influencing stakeholders with enhanced clarity
 Amy Eliza Wong, Founder, Always on Purpose    

 Opening Keynote: Conversational Intelligence - Connect, Navigate   and Collaborate in   a Changing World
 Amy Wong is a TEDx speaker, award-winning author, and   leadership expert who helps organizations harness the power of   human connection to unlock breakthrough performance and   create winning teams. Drawing from her unique background in   mathematics and transpersonal psychology and two decades in   Silicon Valley, she has developed methodologies that create   thriving cultures at organizations like LinkedIn, Salesforce, and   Meta. Amy currently teaches communication and leadership   courses at Stanford University Continuing Education and is the   author of “Living on Purpose.” Amy shows how trust, alignment, and exceptional communication create the conditions for individual fulfillment and organizational success.

Karl Baur, CAE, CMP, Senior Executive Director, Association Resource Center (ARC)

Ready Player You: Gaming Leadership Lessons

Karl is a Senior Executive Director at the Association Resource Center (ARC). 
 He currently serves as the Executive Director for the California City Clerks Association and the California Association of Code Enforcement Officers.  Prior to joining ARC, he spent 10 years serving members in a medical association and has more than 25 years' experience in event planning.  A graduate of Purdue University (Bachelor’s Degree) and UC Davis (Master’s Degree), he earned his CMP in 1998 and his CAE in 2022.  He has been a “gamer” since the age of 9, when he was presented with his first copy of “Advanced Dungeons & Dragons”.  In his spare time, he participates in Tae Kwon Do, reads extensively, creates worlds to explore, and continues to engage in collaborative storytelling (aka gaming) with his daughter and his friends.

 Dr. Chrissy Roth-Francis, Leadership &
 Communications Coach

 Closing Keynote: The Takeaway Experience

 Dr. Chrissy Roth-Francis’ mission is to change the people who are   changing the world. She does this by providing them with the   learning opportunities and support systems that enable them to be     authentic, confident, and effective in their daily leadership communication, and connections. Currently in her role as Director of Talent Development at LinkedIn, she ensures their 2,500+ people leaders have the skills and knowledge they need to excel in their role. Prior to that, she served as an executive communication coach for a training company and college administrator at University of California, Berkeley and University of Southern California. Chrissy lives in the San Francisco Bay Area with her two rambunctious kids and wildly creative husband. 

 Jenny Sauer-Klein, Founder + CEO, The Primary 
 Shift and The Culture Conference

 Experience Is Everything: Designing Learning That Connects,   Engages, and Lasts

 Jenny Sauer-Klein is a serial entrepreneur, keynote speaker and   consultant who is passionate about designing transformational experiences that prioritize connection over content. She is the founder and CEO of The Primary Shift, a workplace experience design studio that helps organizations like Airbnb, Google, Dropbox, and Stanford bring their culture to life through dynamic learning experiences.  She is also the founder and CEO of The Conference for Conferences, a curated gathering of 100+ brilliant leaders who want to shift the conference paradigm to be more meaningful, engaging, and human. In her previous career as the co-founder of AcroYoga, she successfully scaled an international brand and community with millions of practitioners, including celebrities such as Tom Brady (football quarterback), Sergey Brin (Google co-founder), and Tim Ferriss (best selling author). Her work has been featured in The New York Times, Forbes, Fast Company, and Inc., as well as Tim Ferriss’ book Tools of Titans.

 

Melanee Cottrill, MBA, CAE, Executive Director, Head Start California

Ready Player You: Gaming Leadership Lessons

Melanee is the Executive Director of California Head Start. She previously served as Executive Director of the California Association of School Psychologists, Associate Director of the California Farmland Trust, where she focused on marketing, events, and development. She also spent nearly a decade forming and funding associations and scaling business operations as the Operations Manager at Civitas Advisors. She earned her Master's of Business Administration at California State University, Stanislaus and recently received her Certified Association Executive from the American Society of Association Executives. She is also a frequent speaker, addicted reader, beer connoisseur, and dog-lover. A forward-focused executive, she believes in stakeholder leadership, building supportive teams, and the power of associations to make a positive difference in the world.

Premier Partner Sponsor:


Pricing

Association Professionals

  • Members: $149
  • Non-Members: $299

Industry Partner

  • Members: $299
  • Non-Members: $449

CAE Credits

As a CAE Approved Provider, this program may be applied for 4.5 credits toward your CAE professional development requirements.


Contact

Lindsay Poss, CMP, VP Meetings & Events


Policies

Meeting & Event General Policies