Tuesday, April 30th
8:00 AM – 4:00 PM
DISC Training
Facilitated by Kayla DeVault & Cassandra Nelson
Are you looking to be certified to increase your credibility in the marketplace? For the first time, we have created an all-inclusive in-person application-based training where you leave certified without taking an exam. DISC theory videos are to be completed before training begins.
Join Kayla DeVault & Cassandra Nelson and experience the transformational power of (DISC) behavioral assessments measuring “HOW” people do what they do. Gain valuable insights into yourself and others, and acquire the tools to empower your clients on their journey to self-awareness and success.
Our workshop not only imparts DISC concepts but also equips you with various learning and exercise materials. These materials can be adapted for workshops and client training, giving you a head start on creating engaging and informative sessions. Dive into the intricacies of the individual (DISC) behavioral report. Gain best practices for interpreting the information within our most popular DISC report and receive insider tips for conducting transformative debrief sessions.
Location
17785 N Pacesetter Way, Scottsdale, AZ 85255
Immediate Application:
To kickstart your journey, we provide five full-version DISC Management-Staff reports and a facilitator debrief guide. These resources will help you quickly apply your newly acquired knowledge, scale your business, and provide value to your clients.
The Training Includes:
- DISC theory videos
- DISC assessment & debrief
- 1-day live training
- All training materials and take-aways
- DISC Certification Certificate
- Five full-version DISC Management-Staff reports
- Lunch and snacks
8:00 AM – 4:00 PM
DISC Training
$750
Facilitated by Cassandra Nelson
Are you looking to be certified to increase your credibility in the marketplace? For the first time, we have created an all-inclusive in-person application-based training where you leave certified without taking an exam. DISC theory videos are to be completed before training begins.
Join Cassandra Nelson and experience the transformational power of (DISC) behavioral assessments measuring “HOW” people do what they do. Gain valuable insights into yourself and others, and acquire the tools to empower your clients on their journey to self-awareness and success.
Our workshop not only imparts DISC concepts but also equips you with various learning and exercise materials. These materials can be adapted for workshops and client training, giving you a head start on creating engaging and informative sessions. Dive into the intricacies of the individual (DISC) behavioral report. Gain best practices for interpreting the information within our most popular DISC report and receive insider tips for conducting transformative debrief sessions.
Location
17785 N Pacesetter Way, Scottsdale, AZ 85255
Immediate Application:
To kickstart your journey, we provide five full-version DISC Management-Staff reports and a facilitator debrief guide. These resources will help you quickly apply your newly acquired knowledge, scale your business, and provide value to your clients.
The Training Includes:
- DISC theory videos
- DISC assessment & debrief
- 1-day live training
- All training materials and take-aways
- DISC Certification Certificate
- Five full-version DISC Management-Staff reports
- Lunch and snacks
Thursday, May 2nd
7:30 AM – 12:00 PM
Golf Scramble!
$355 / Player
Join fellow golf-lovers and experience The Westin Kierland Golf Club in TTI’s Golf Scramble. Honored as one of the “Top 10 Public Courses in Phoenix/Scottsdale” by Golf Advisor and ranked by Golf Digest as one of “America’s 9 Most Cheerful Golf Courses,” Westin Kierland Golf Club is a Scottsdale “must play.” As one of the leading resort courses in Arizona, you’ll find yourself immersed in a first-rate golf experience that includes a well-maintained, service-oriented golf facility staffed with individuals who act on the values of integrity, passion, and teamwork.
9:30 AM – 12:00 PM
Defining Your Legacy
Celebrating Milestones, Succession, & Shaping the Future
$395
Facilitated by Brittney Helt, with Gayle Abbott, Katie McCollum, Karen Nutter, & Elizabeth Weihmiller
Join us at the “Defining Your Legacy” and embark on a profound journey of celebrating your success, goal setting, and legacy building. This is your opportunity to define your legacy, create your milestones, and shape a future that leaves a lasting impact. In this session, we will push you to think of a future with no limitations through a mapping activity and an interactive workbook. You will leave with immediate application and actionable steps to move your business into the future.
Lunch Break
1:30 PM – 4:00 PM
Integrated Insights
Unveiling the Synergy of Behavior and Motivation
$395
Facilitated by Cassandra Nelson
In our transformative workshop “Integrated Insights,” we combine two powerful tools, DISC (HOW of behavior) and Driving Forces (WHY of motivation), to provide you with a holistic understanding of human behavior and motivation. Join us as we review case studies, interpret complex graphs, and facilitate activities to ensure you gain mastery to drive transformative change in your client’s everyday lives. Learn how behavior and motivation intertwine, amplify, or dampen each other, and walk away with a facilitator guide to implement these insights effectively.
1:30 PM – 4:00 PM
Connecting Generations
Harnessing Social Media for Business Success
$395
Facilitated by Kayla DeVault, with Suzie Price, & Davina Ware
Join us for the “Connecting Generations” workshop and embark on a journey to unlock and harness the full potential of social media, connect with younger generations, and drive business growth. Learn from industry experts who have successfully blazed the trail in driving sales and thought leadership through social media and podcasts. Learn from their experiences and gain actionable insights. Discover the art of building authentic, meaningful connections with generations through social media, leading to maximizing your influence. You will leave with social media and podcast best practices and actionable steps to immediately level up your online presence.
5:00 PM – 8:00 PM
Welcome Reception
Kick off Forty Forward with a Blast from the Past as we celebrate like it’s 1984! Join TTI staff and network partners from around the world in a beautiful setting to connect and celebrate 40 years of success. This casual social event is the perfect place to enjoy food and drinks, groove to live music, and kick off an exciting event while connecting with our valued partners.
Friday, May 3rd
8:00 AM – 8:15 AM
Day 1: Welcome to Forty Forward!
Trailblazer’s Ballroom
8:15 AM – 9:15 AM
Celebrate the Past
Trailblazer’s Ballroom
Take a walk down memory lane as we revisit the journey taken from 1984 to present.
9:15 AM – 9:45 AM
Morning Break
Breakout Sessions
9:45 AM – 10:30 AM
Breakouts
An Axiological Approach to Coaching
Clay Eure
Axiology can be life-changing—are you harnessing its potential? Clay Eure is ready to show you how. Learn how to restructure your coaching engagements and connect with your clients using a Systemic, Extrinsic, and Intrinsic approach.
Discovering how to address all three dimensions will lead to better outcomes and more balanced client relationships.
Room: Pathfinder
Track: Niches
Topic: Coaching
Audience: Anyone
How I Multiplied My Business Income
Whit Mitchell
Selling DISC reports is one thing, but you’re leaving money on the table if you’re not thinking bigger. Whit Mitchell, an executive coach specializing in team dynamics and works with a diverse group of executives across Fortune 500 companies, regional corporations, and small businesses, is here to help. You’ll learn how he sold Executive Coaching & Team Dynamics to earn a six-figure income.
Room: Kierland 1C
Track: Business
Topic: Sales
Audience: Anyone
Defining Yourself to Find Your Ideal Client Fit
Juan Kingsbury
Having a negative experience with a customer is an inevitable part of any entrepreneur’s journey, but it doesn’t have to drain energy, efficiency, or team morale with the right approach. Juan Kingsbury of Career Blindspot has developed a 3-stage approach to understanding yourself, your team, and the client using Motivators.
By understanding your Motivators, you can focus on your passions, identify your ideal client, find the problems you are uniquely positioned to solve, and grow your business through niching down. Juan is a passionate facilitator who will walk through this process at a high level during the session and equip the participants with the tools to take the ideas to the next level.
Room: Kierland 1B
Track: Business
Topic: Sales
Audience: Anyone
AI Beyond the Lab: From Experiments to Enterprise Impact
Michael Mueller & Kerry Goyette
Remember all the thought leaders promoting the “future of AI”? We’ve moved beyond research and theory—it’s time to translate hype into tangible business results for enterprise clients. Join Kerry Goyette and Michael Mueller for a practical roadmap to incorporate AI and machine learning into your practice.
During the session, we will synthesize five years of AI development and deployment, sharing wins, flops, and everything in between while providing a roadmap for adopting responsible AI that elevates the performance and experience of executives, managers, and employees.
We’ll unveil the key milestones and roadblocks you’ll face working with enterprise clients and how to navigate them.
Forget the future; it’s already here. Are you ready to turn AI hype into enterprise impact?
Room: Kierland 1A
Track: Product Development
Topic: Hiring
Audience: Advanced
Flip the Script for Powerful Coaching with TriMetrix®️ EQ
Ron Oltmanns
TriMetrix EQ is a powerful tool with the potential for deep impact. Discover a bold and innovative way to debrief TriMetrix with Ron Oltmanns. In this session, you’ll flip the script on old expectations and learn a bold and different way to debrief TriMetrix. Learn new language to position EQ developmental solutions, rethink your approach to debriefing the TriMetrix EQ report, and shift your mindset for more engagement and ongoing coaching with your clients.
Room: Tribal
Track: Niches
Topic: Coaching
Audience: Anyone
10:30 AM – 10:45 AM
Transition
11:00 AM – 11:45 AM
Anthony Robles
Opening Keynote
More Details
Trailblazer’s Ballroom
Join Anthony Robles, acclaimed athlete, author, and speaker, for an inspirational opening keynote you’ll never forget.
Anthony is a Nike athlete, Guinness World Record holder, and former TTI intern. Learn about his incredible life story and dedication to living with tenacity, authenticity, and unstoppable optimism.
You’ll leave this keynote inspired, motivated, and uplifted. Don’t miss this chance to change your mindset and hear an incredible story of resilience.
Lunch Break
1:30 PM – 2:00 PM
Get On Your Feet: New Networking!
Trailblazer’s Ballroom
2:00 PM – 2:30 PM
Transition
Breakout Sessions
2:30 PM – 3:15 PM
Breakouts
“Improv” Your Training and Team Effectiveness Sessions
Amy Lafko
Experience improv and learn how it can bring new energy to your team workshops! Improv is more than silly games — it’s a way to improve the communication process for both listening and speaking, and it’s particularly useful for people who are working through change together.
Join Amy Lafko to experience improv and the debriefing process to find ways to use it during strategic planning, team effectiveness sessions, training programs, or simply out-of-the-box thinking during onsite and virtual programs you already offer.
Room: Kierland 1B
Track: Niches
Topic: Training/Facilitation
Audience: Anyone
Client Profundity: A Journey Transforming Customer Understanding Into Success
Sarah Turner
Join Sarah Turner as she shares how TTI Success Insights UK challenged and reassessed their assumptions about their clients, ensuring alignment with their actual needs and preferences. She’ll teach you how to understand the significance of actively listening to clients and how it can enhance client relationships and business outcomes while embracing the potential impact of a client-centric approach on overall business performance and growth.
Experience firsthand how this journey led to the discovery of profound truths, prompting a complete reshaping of their approach and ultimately driving significant business growth.
Room: Kierland 1B
Track: Business
Topic: Marketing
Audience: Advanced
Maximizing Your Impact: Networking and Influence in Business
Carol Carlan
Networking is more than striking up a conversation and shaking hands; it can be a dynamic, strategic process that builds influence and positions you as a trusted member of your professional community.
Join Carol Carlan to find out what you need to learn about knowing, growing, and sowing your networking influence. Get tips and tricks to facilitate collaboration, foster knowledge sharing, build relationships, and enhance visibility and personal development, all while making new connections within the session.
Room: Kierland 1B
Track: Niches
Topic: Training/Facilitation
Audience: Anyone
Our New Approach to Partner-Driven Product Development
John Kloian
A panel discussion with Joe Juracich, Courtney Kingsbury, Carol Mettenbrink, and Cherisse Priest
Join us for a dynamic panel discussion analyzing product development at TTI Success Insights. Our newly established Product Management Group has moved from a traditional product development approach to embracing agile methodologies with you in mind.
Discover how we are fostering customer collaboration, leveraging AI to enhance efficiency, and accelerating our time-to-market. Gain insights into our strategies for understanding user needs, optimizing organizational processes, and implementing valuable feedback loops.
TTI Success Insights is shaping a better future by delivering more value to users, leading to positive transformations in our products and tools. Bring your questions and join the conversation!
Room: Kierland 1B
Track: Product Development
Topic: TTI’s Product Development
Audience: Anyone
Reimagine the Potential of the Talent Journey
Bryan Driscoll
Employees stay with organizations when they can see their career roadmap. They want an investment in their development, appreciation of their skills, and contributions to their career success.
Dive into the potential of the talent journey with Bryan Driscoll. This session will help you conceptually walk through how to integrate key accountabilities, job benchmarking, and classroom leadership workshops, as well as utilize virtual coaching with the Masterminds LMS, to create a 10-month client engagement.
Room: Kierland 1B
Track: Business
Topic: Sales
Audience: Anyone
3:15 PM – 3:45 PM
Afternoon Break
3:45 PM – 4:30 PM
Sneak Peek at Upcoming Innovation with TTI Leaders
Trailblazer’s Ballroom
4:30 PM – 5:00 PM
Day 1 - Wrap up
Trailblazer’s Ballroom
5:00 PM
Interest Group Happy Hour
Join TTI team members and network partners around The Westin, The Quarter, and Kierland to dive deeper into specific topics of interest. This is your chance to enjoy the Scottsdale area and engage with your peers and the TTI team about specifics that matter most to you. To join a group, meet in The Hub between 5 and 5:15 pm.
Your Hosts:
- Ron Price, Axiology Alum
- Ann Boslin, Growth Strategist Partners
- Brittney Helt, Succession Planning
- Cassandra Nelson, Learning & Certifications
- Casey Latto, Growth Strategist Partners
- Dave Bonnstetter, Open Topic with Dave
- Eric Gehrig & Ron Bonnstetter, Research & Product Development
- Favor Larson & Rick McPartlin, NextPoints Mastermind
- John Kloian, Technology
- Stacy Axon, Growth Strategist Partners
Please Note: This is a casual event, and groups may explore the area as they like. Food and beverages are not provided.
Saturday, May 4th
8:00 AM – 8:15 AM
Welcome to Day 2!
Trailblazer’s Ballroom
8:15 AM – 9:00 AM
Dr. Tiffany Brandreth
Keynote
More Details
Trailblazer’s Ballroom
As an expert in the field of human development, specializing in cultivating others, how do you remain inspired to learn and advance your knowledge? How do you embrace change in your world and navigate through a shifting societal landscape? How do you continually evolve to ensure your impact expands and continues to reach new heights?
Dr. Tiffany Brandreth is here to provide insight and inspire action. As an award-winning organizational psychologist, she specializes in guiding leaders, professional coaches, and organizations on a transformative journey to elevate, evolve, and broaden their aspirational significance and influence.
Learn more about her research on the pivotal choices that mean the difference between staying stagnant or forging a new path towards innovation. This keynote will help reveal the positive impact embracing change can have on individuals and communities at large.
9:00 AM – 9:30 AM
See Your Mind, Train Your Brain, Change Your Life!
Trailblazer’s Ballroom
Dr. Ron Bonnstetter
9:30 AM – 10:00 AM
Transition
Breakout Sessions
Breakout Sessions
10:00 AM – 10:45 AM
How to Create Value Through Uncertainty & CYA
Rachel Wolfe
If you work with Acumen, you know that unusual results in a report can cause clients confusion, stress, and even a loss of trust in the tool. Join Rachel Wolfe to dig into the best practices of guiding recruiting and development clients based on real examples. Learn how to alleviate this confusion and leverage uncertainty to achieve greater levels of trust and value transfer.
This interactive, case-based session will help you identify opportunities to create value through trust currency and additional services while covering critical legal and other considerations to “CYA.” Discover the tools to expand your service offering based on unusual results to help create high-performance teams.
Room: Kierland 1A
Track: Niches
Topic: Hiring
Audience: Advanced
Scaling Smarter: Harnessing Five Key Strategies for Growth
Adam & Amber Wong
Join Amber and Adam Wong, of Rockstar Workforce as they dive into a practical yet powerful model tailored for small businesses aiming to scale without the overwhelm. Learn how to nurture client happiness and loyalty, expand services with current clients, rekindle relationships with former clients, build a robust referral network, and attract new customers.
More importantly, they’ll guide you on how to prioritize these strategies based on your business’s current phase and trajectory. Equip your business with the knowledge to decide which strategies to focus on for maximum impact, and integrate “working smarter” technology tactics to supercharge your growth. Whether you’re a solo entrepreneur or part of a small team, you’ll leave with actionable insights to elevate your business.
Unlocking the Power and Potential of AI: Practical Applications for Everyone
Chris Heald
Everyone is talking about AI, but do they really understand it? Chris Heald, Chief Technology Officer at TTI, is here to help you get clarity around this emerging and innovative technology.
This information-packed session will help you unlock the power and potential of AI by walking you through what AI actually is, providing live examples of how to use it, and revealing how you can level up your business with automation. Come in with questions and leave with confidence regarding AI and everything it can do for you and your business.
Chris Heald is the Chief Technology Officer at TTI Success Insights. His work leads the development of software and network infrastructure, makes decisions about the technologies TTI uses, and ensures the reliability and security of TTI software products, customer data, and networks. Honesty, integrity, curiosity, a strong work ethic, and an unabated love of learning inform and shape all that Chris does.
Room: Kierland 1AC
Track: Business Systems
Topic: Artificial Intelligence
Audience: Any
Identifying and Growing Ideal Clients with NextPoints
Favor Larson & Rick McPartlin
Are you looking for opportunity for growth within your existing working relationships? Want to create deeper connections with your clients? Join Favor Larson and Rick McPartlin as they guide you to identify ideal clients for NextPoints, The Science of Human-Centric Business.
This session will show you how NextPoints is an exclusive offering to expand your engagements, create long-term partnerships, and increase revenue and client satisfaction. By collaborating and leveraging the shared expertise of our network, NextPoints meets the demands of the marketplace to optimize people to maximize results. Don’t miss this chance to expand your impact and reach!
Room: Tribal
Track: Product Development
Topic: NextPoints / Client Expansion
Audience: Advanced
10:45 AM – 11:15 AM
Morning Break
11:15 AM – 11:45 AM
Imagine the Future
Trailblazer’s Ballroom
Lunch Break
1:30 PM – 2:30 PM
Table Talks
Choose from a wide range of topics centered around TTI and consulting. Find a topic you’re interested in and join that table for a 15-minute conversation. At the end of the round, choose a new topic of interest and move to that new table. If the conversation is too good to leave, let it spill over into the break! Harness energy and ideas to take back to your clients and practice while making valuable new connections.
2:30 PM – 3:00 PM
Transition
3:00 PM – 3:45 PM
Joe Pine
Closing Keynote
More Details
Goods and services are no longer enough. What customers want today are experiences: memorable events that engage each individual in an inherently personal way. What people value is the time they spend with you.
TTI Success Insights helps you take the step of customizing your products to
create impactful experiences. How you customize your services will create customer
transformations. Taking this approach empowers you to cultivate a learning relationship with each customer that grows and deepens over time.
Transformations are another distinct economic offering where you use experiences as the raw material to guide your customers to change, to not give them the insights they need to succeed, but to show each business you work with the transformative experiences they need to become successful. For there is no more economic value you can create than to help customers achieve their aspirations.
4:00 PM – 4:30 PM
Afternoon Break
4:30 PM – 5:00 PM
Let's Transform the Future, Together
Trailblazer’s Ballroom
Joe Pine & Ron Price
6:30 PM – 9:30 PM
Dinner Celebration
Marshall’s Outpost
Bill Bonnstetter loved putting on a tux and celebrating achievements. There’s no better way to close Forty Forward than an evening of celebration and sophistication, where cocktail attire sets the tone for an unforgettable experience. Indulge in a delectable spread, applaud outstanding achievements, and dance (or sway) to live music. Join the TTI team for an evening filled with laughter, joy, and memories to cherish.