January 8 – 9, 2025 | JW Marriott Grande Lakes, Orlando

DON’T MISS THIS ENERGIZING LINE UP

  • David Spade

    Saturday Night Live Alumni; Emmy® Award, Golden Globe®, and American Comedy Award Nominee
  • Jen Leary

    CEO of CLA
  • Erica Dhawan

    Award Winning Keynote Speaker and Author
  • Chris Pronger

    Hockey Hall of Famer and International Speaker
  • Joey Hubbard

    Chief Training Officer at Thrive Global
  • Jaime Magyera

    Managing Director, Co-Head of U.S. Wealth Business, BlackRock
  • Gene Munster

    Managing Partner and Co-Founder at Deepwater
  • Doug Clinton

    Founder, CEO of Intelligent Alpha; Managing Partner, Co-Founder at Deepwater
  • Heather Sperduto

    Vice President, Sales Operations at ADP
  • Gargi Pal Chaudhuri

    Chief Investment Strategist for the Americas, iShares, BlackRock
  • Bruce Himelstein

    Globally Recognized Brand Marketing Expert, Former Ritz-Carlton Executive
  • Ric Edelman

    Founder, Digital Assets Council of Financial Professionals; Founder, The Truth About Your Future
  • Naveen Manga

    Chief Technology Officer at Marriott International
  • Maryleen Emeric

    Senior Director of Technical Product Marketing for Microsoft 365 Copilot

NOW Conference details

Hear from world-class speakers and connect with leaders shaping the future of technology, AI, finance, wellness, travel, and more. Explore the details below.

What to expect

We’re gathering to explore how the dominant workforce trends of our times are transforming business and organizations locally and globally. This is an opportunity to learn how some of the best and brightest minds are embracing change on a global scale, while enjoying a relaxed venue to socialize and build lasting relationships. And, did we mention, have a bit of fun in the process?

  • Be inspired by world-class speakers who share innovative strategies for business and digital transformation, workforce reimagined, customer experience, and more.
  • Network with like-minded individuals and form partnerships that provide continuous business impact.
  • Learn to see opportunity over obstacle and thrive in the chaos of change.
  • Enjoy a gorgeous Florida venue in the middle of winter, after the holiday rush.
Agenda

Agenda is subject to change.

Day 1: Wednesday, January 8, 2025

Time Topic Presenter(s)
12:30 – 4 p.m. Registration and refreshments
4 – 4:20 p.m. Welcome Jen Leary, CEO – CLA
4:20 – 5:15 p.m. The Tech Horizon: Opportunities and Risks for Business Leaders

Gene Munster, Managing Partner and Co-Founder – Deepwater Asset Management

Doug Clinton, Founder CEO of Intelligent Alpha; Managing Partner, Co-Founder – Deepwater Asset Management

James Watson, Chief Solutions Officer – CLA

5:15 – 6 p.m. Adventure Awaits: Exploring the Future of Travel

Naveen Manga, Chief Technology Officer at Marriott International

Bruce Himelstein, Globally Recognized Brand Marketing Expert; Former Ritz-Carlton Executive

6 – 8 p.m. Outdoor networking dinner and cocktails
8 – 8:45 p.m. Comedy night featuring David Spade
8:45 – 10 p.m. Dessert reception  

 

Day 2: Thursday, January 9, 2025

Time Topic Presenter(s)
6 – 6:45 a.m. Yoga / wellness session
7 – 8:30 a.m. Breakfast and networking
Part One – Exploring Now!
8:30 – 8:40 a.m. Opening remarks Paul Bailey, National Growth Leader – CLA
8:40 – 9:10 a.m. Thriving in Business: The Intersection of Well-Being and Performance

Joey Hubbard, Chief Training Officer – Thrive Global

Nancy Brown, Chief Seamless Officer – CLA

9:10 – 9:45 a.m. Global Markets Unleashed: Riding Tomorrow's Economic Waves!

Gargi Pal Chaudhuri, Chief Investment Strategist for the Americas, iShares – BlackRock

Clayton Bland, Chief Wealth Advisory Officer – CLA

9:45 – 10:15 a.m. Navigating the Trends Shaping Tomorrow's Workplace Maryleen Emeric, Senior Director of Technical Product Marketing – Microsoft 365 Copilot
10:15 – 10:45 a.m. Wellness and networking break
10:45 – 11:15 a.m. Charting Future Prosperity: The Evolution of Personal Wealth

Jaime Magyera, Managing Director, Co-Head of the U.S. Wealth Business – BlackRock

Ric Edelman, Founder, Digital Assets Council of Financial Professionals; Founder, The Truth About Your Future

Part Two – The Art of Readiness
11:15 – 11:55 a.m. It’s Game Time! Chris Pronger, Hockey Hall of Famer and International Speaker
11:55 a.m. –
12:40 p.m.
Wellness break and lunch 
12:40 – 1:10 p.m. Shaping Tomorrow's Workforce: Innovating for the Future
Heather Sperduto, Vice President, Sales Operations – ADP
1:10 – 1:30 p.m. Charting the Future: Dynamic Strategies for Master Plan Development
James Watson, Chief Solutions Officer – CLA
1:30 – 2:15 p.m. Closing Keynote: Win Together: Build Resilient and High-Performing Teams in the Age of AI Erica Dhawan, Award Winning Keynote Speaker and Author
2:15 – 2:30 p.m. Closing remarks Jen Leary, CEO – CLA
Location

JW Marriott Orlando, Grande Lakes
4040 Central Florida Parkway
Orlando, FL 32837

Complimentary conference package

Clients and strategic partners enjoy complimentary lodging the evening of January 8, meals during the sessions, and a conference attendance pass. Your only cost is travel to and from the conference.

If you choose to extend your stay, additional nights are at your expense at a rate of $349 plus a resort fee of $35.

FAQs

What is the conference attire?

All sessions, including the evening event, are business casual. We recommend wearing layers to accommodate any temperature changes within the overall venue. Weather permitting, networking during the conference may be outdoors.

Which airport is closest?

The most convenient airport to fly into is Orlando International Airport (MCO).

Does the hotel have a shuttle to/from the airport?

The hotel does not provide shuttle service. Uber, Lyft, and taxi cabs are readily available at the airport.

Who should I contact if I need to make changes to my hotel accommodations?

Please contact the CLA events team.

How many complimentary passes are available to each organization?

All executives that can benefit from this exciting event are encouraged to attend. If a executive at your organization didn’t receive a registration email, please contact our CLA events team, or ask them to express interest using our online form.

May I bring a guest or spouse?

Yes, personal guests or spouses are welcome to enjoy the beautiful resort while conference is in session. However, sessions and meals are reserved for registered participants only.

May I bring a guest to conference sessions and meals?

All conference activities are exclusive to registered participants. Only registered participants may attend sessions and meals.

CPE details

Learning Objectives:

  • Explore the Future of Technology and AI: Discuss how these innovations will revolutionize business models and unlock new growth opportunities.
  • Embark on the Future of Travel: Describe how the travel industry is evolving to meet the demands of the global consumer through cutting-edge services and experiences
  • Transform Your Workforce for the Future: Identify the transformative trends shaping the future of work and how you can successfully leverage these trends within your organization.
  • Master Leadership in a Changing World: Discuss methods of leading effectively during times of change, what matters most to employees, and how you can prepare as leader of the future.
  • Unlock the Future of Wealth Management: Identify dynamic ways to manage wealth in today's complex market and ways to respond to market complexities.
  • Build Resilient and High-Performing Teams: List strategies to build 21st-century teams that thrive in the age of AI. Recognize how to turn challenges into triumphs and master the tools to bring out the best in yourself and your team.

CPE:

Recommended CPE credits: 8.5 credits available (Personal Development)
Prerequisites: None
Program level: Overview
Advance preparation: None
Delivery method: Group Live

View CPE sponsorship information

Thank you to our sponsors

  • BlackRock logo
  • Microsoft Logo