Summit 2022 Image

Overview

Overview image
  • DATE

    July 13-15, 2022

  • PURPOSE

    Empower purpose-filled lives for everyone at TCI by investing in our employees’ professional and personal growth through an all-employee retreat to foster our culture of summit-long learning, collaboration, friendships and fun!

  • Location

    The Scott Resort & Spa
    4925 N Scottsdale Road
    Scottsdale, AZ 85251

    View Map

Agenda

Wed | July 13

3:00-6:00 PM

Check-in & Registration

Hotel Lobby

5:00-6:30 PM

Happy Hour

The Canal Club
(optional)

6:30-9:30 PM

Social and Dinner:

We’re HAVANA a Party

La Boca Pool
(optional, but highly encouraged)

Thurs | July 14

7:30-8:30 AM

Breakfast

Orangedale Patio & Ballroom

8:45-9:15 AM

Empowering Purpose-filled Lives

TCI Wealth Advisors

Heritage Ballroom

9:15-10:15 AM

Defining Your Purpose

Jeremy Pietrocini | Gallup

Heritage Ballroom

10:15 AM - 10:30 AM

Break: Relax, Refuel, Recharge

Heritage Ballroom

10:30 AM-11:30 AM

Breakout Session 1

Orangedale A, B, E & F

Living & Leading with Purpose

Relationships with Purpose

Reaching Investors of Tomorrow with Purpose

Digital Presence with Purpose

11:30-12:00 PM

Team TCI Photo

Heritage Ballroom

12:00-1:00 PM

Lunch

Orangedale C & D

1:00-2:00 PM

Magically Connecting with Purpose

Heritage Ballroom

2:00-2:15 PM

Break: Relax, Refuel, Recharge

Heritage Ballroom

2:15-3:15 PM

Breakout Session 2

Orangedale A, B, E & F

 

Living & Leading with Purpose

Relationships with Purpose

Reaching Investors of Tomorrow with Purpose

Digital Presence with Purpose

3:15-3:30 PM

Break: Let’s Chill!

Lobby

3:30-4:30 PM

TCI Think Tank

Orangedale A, B, C, D, E & F

5:30-6:30 PM

Happy Hour

Laguna Lawn
(optional)

6:30-9:30 PM

Dinner & Games

PARTY WITH PURPOSE: TOTALLY 90’S!

Laguna Lawn & Heritage Ballroom
(optional, but highly encouraged)

Fri | July 15

7:30-8:30 AM

Breakfast

Orangedale Patio & Ballroom

8:45-10:45 AM

Delivering an Elevated Level of Service with Purpose

Anne Marie Falvey

Heritage Ballroom

10:45-11:15 AM

TCI Through the Years

Bob Swift | TCI Wealth Advisors

Heritage Ballroom

11:15-11:30 AM

Empowered with Purpose & Closing Remarks

TCI Wealth Advisors

Heritage Ballroom

11:30-12:00 PM

Lunch: Grab & Go

Heritage Ballroom

FAQ

  • When do I need to arrive?

    All employees will need to arrive at the Resort and be checked in no later than 6:00 p.m. on Wednesday, July 13. The Scottsdale and Tucson offices will be closing at 1:00 p.m. (market closure) on Wednesday to allow ample time for travel. Hotel rooms will not be available until 4:00 p.m. so we are anticipating most people arriving between 5:00-6:00 p.m.  The Summit will conclude Friday, July 15th at noon. To-go lunch boxes will be provided.

  • What should I pack?

    Attire for the retreat is business casual, i.e. what you typically wear to the office. Definitely no need for any ties or suits. Although it is toasty in Arizona, the hotel meeting rooms are generally chilly. We suggest you bring a light sweater or jacket.

  • What about my work?

    All TCI offices will be closed for the two-and-a-half-day retreat and clients will be notified of the closure. Please enjoy the break from our day-to-day work and be fully present at the Summit! If you must check your email or be on your phone, please only do so during the breaks. As a reminder, you cannot use the hotel Wi-Fi connections to access TCI applications.

  • Can my significant other come with me?

    All the events and gatherings are limited to TCI employees to foster and focus on the connection between TCI colleagues.

  • If I’m flying to Phoenix, how will I get to the resort from the airport?

    You are responsible for scheduling your own air and ground transportation. Please use Uber/Lyft/Taxi from the airport to The Scott. Phoenix Sky Harbor International Airport (PHX) is 10 miles from the resort. There is no need to rent a car. Everything for the Summit will be at the Scott.

  • What about if I am driving to Phoenix?

    Employees will be reimbursed for round trip mileage to and from your local office and the Resort. Once at The Scott, parking fees are included in the resort fee, courtesy of TCI. There will be no need for transportation during the Summit so we encourage employees to carpool.

  • What about COVID safety?

    We will be operating under the CDC, WHO, federal, state, local and hotel guidelines at the time the event takes place. Currently, there are no mandates in place as it pertains to mask wearing or social distancing. Individuals are responsible for their own safety and actions while attending the Summit and recognize that someone could be at risk of contracting any illness when in a public space.

  • What if my room is not ready when the Summit begins?

    If your room is not available when you arrive and check-in, the resort will hold your bag until your room is ready.

  • Will I need to pay for anything?

    The only thing you are responsible for are additional room charges and anything outside of the scheduled activities/meals. Everyone will need to put a credit card down at the time of check-in for incidentals or damages.

  • What if I have more questions?

    Contact Danielle danielle.larcom@tciwealth.com with additional questions.

Join Us.

Register below so we can plan accordingly!

What brings you purpose, empowers you or makes you feel like your true self?

Please jot down the first word that comes to mind.

Will you be joining us at the social events?

Optional but strongly encouraged

Wednesday Night: We’re Havana a Party

Social Event & Dinner

Thursday Night: Party with a Purpose

Team Building Social Event & Dinner

Are you interested in early morning group exercise?
Help us plan!

What exercise activities would you be interested in participating in?

(Choose as many as you would like)
Do you have any dietary restrictions? Or other comments?
  • Summit Image
  • Summit Image
  • Summit Image
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Jeremy Pietrocini Portrait

Jeremy Pietrocini

Senior Consultant, Gallup

Jeremy Pietrocini, Senior Consultant, advises leaders and managers on ways to improve individual, team, and organizational performance. He helps clients transform their organizations to meet their most critical business needs by implementing best practices in employee and customer engagement, selection, strengths-based development, leadership, and wellbeing. Jeremy speaks to leadership audiences around the world about the importance of aligning their team members and customers to create a culture and brand fueled by purpose.

Since joining Gallup, Jeremy has provided consulting solutions to Fortune 1000 companies in the financial services, retail, manufacturing, and nonprofit sectors. Jeremy most recently served as the Global Director of Client Impact for Gallup’s Workplace Practice. He helped capture and share best practices and led research and development initiatives to help companies increase performance and clarify their purpose. His personal mission is to be a catalyst for inspiring leaders to transform their organizations and communities and change the world.

Defining Your Purpose

In a world where work and life are more blended than ever, maximizing employee wellbeing takes on greater urgency. Gallup research shows that 76% of workers are feeling ‘burnt-out’ and employees want their work to have deep sense of ‘mission and purpose’. At TCI we exist to ‘Empower purpose-filled lives’ and that begins with our ourselves. Just like the importance of each of us knowing our Strengths and fostering a culture of Engagement, Gallup has found that our personal Wellbeing is critical to performance both at work and at home. Hear some of Gallup’s latest insights, from their newest book, Wellbeing at Work, based on over 100 million interviews around what truly makes people happy and healthy. As you discover and reflect on what Gallup calls ‘The Five Elements of Wellbeing’ you will also walk away with a few action ideas for how we each can define our purpose and live our best lives.
Brian Miller Portrait

Brian Miller

Human Connection Specialist

Everyone wants to feel heard, understood and valued. Sure, we live in a divisive age- but the real problem is that we treat interactions as transactions. Yet when we feel truly seen by others we become deeply connected with ourselves, our firm and our mission. In this session, we will work to drive greater cohesion and collaboration at Team TCI!

Brian Miller is a former magician turned human connection specialist, who works with organizations that believe everyone deserves to feel heard, understood and valued. His TEDx talk “How to Magically Connect with Anyone” has been viewed 3.5 million times. Brian believes every individual has the power to not just join the human connection revolution but to lead it.
Anne Marie Falvey Portrait

Anne Marie Falvey

Practice Director | The Ritz Carlton Leadership Center

As a Practice Director with The Ritz-Carlton Leadership Center, Anne Marie Falvey has a proven record of helping businesses to transform processes, create empowering work environments, and craft a consistently delightful customer experience. A sophisticated and entertaining speaker, Anne Marie shares the best practices of The Ritz-Carlton supported by a combination of current industry research, frontline business savvy, and firsthand storytelling to inspire and motivate.
As sole Learning & Development Advisor for multiple Ritz-Carlton properties, Anne Marie:
• Produced, developed, and facilitated all training initiatives related to brand culture, customer service, leadership development, new employee onboarding, and compliance, resulting in YOY improvements in operational excellence metrics.
• Created and delivered custom IP to develop each professional tier, generating a talent pipeline at each Ritz-Carlton property and supporting YOY improvement in employee engagement, retention and performance metrics.
• Strategized and drove loyalty enrollments and elite recognition training, resulting in brand-leading elite engagement scores; implemented transformative quality improvements, resulting in elevated customer experience, financial improvements and market prestige.

In addition to her dynamic experience, Anne Marie brings her personal brand of warmth, passion and inspiration to her client engagements. Outside of work, Anne Marie can be found climbing 14,000 ft peaks in the Colorado Rockies.

Delivering an Elevated Level of Service with Purpose

At The Ritz-Carlton, creating guests for life is an inherent part of doing business because every Lady & Gentleman is educated in the emotional and psychological aspects of service. In this session, you will learn how The Ritz-Carlton's time-tested methodologies foster a culture of personalized service and genuine care albeit in-person or through virtual engagement. Demystifying the legendary Ritz-Carlton Mystique, you will hear exactly how to anticipate and fulfill unexpressed needs, pivot quickly to customize interactions and make indelible impressions that create passionate internal and external brand advocates.
Bob Swift Portrait

Bob Swift

TCI Wealth Advisors

Bob Swift founded TCI Wealth Advisors 31 years ago to provide unbiased financial guidance, based solely on the needs and expectations of each client. After several years in the industry as a Stockbroker, he set out to teach anyone that would listen about the fine print-ridden financial industry. He believed clients deserved the right to know and fully understand the acronyms and fees. Bob’s educational information and meaningful message compelled the students in his classes to ask him to manage their assets for them. And thus The Conservative Investor was founded in the Swift’s garage and now flourishes under TCI Wealth Advisors.

TCI Through the Years

Living & Leading with Purpose

Jeremy Pietrocini | Gallup

Inspired teams are the building blocks of organization performance and growth. That stems from leaders, mangers and individual knowing and using their unique strengths everyday at work and in life. In this session, you’ll learn tips on how you can leverage your unique CliftonStrengths to… more clearly define your own unique personal mission and brand; be intentional with areas of work and life that need you vs. feed you; aim your strength as the 5 areas of wellbeing (as defined in Gallup’s Wellbeing at Work book) helping you to truly lead yourself and others to purpose-filled lives.

Jeremy Pietrocini | Gallup Portrait

Jeremy Pietrocini, Senior Consultant, advises leaders and managers on ways to improve individual, team, and organizational performance. He helps clients transform their organizations to meet their most critical business needs by implementing best practices in employee and customer engagement, selection, strengths-based development, leadership, and wellbeing. Jeremy speaks to leadership audiences around the world about the importance of aligning their team members and customers to create a culture and brand fueled by purpose.

Since joining Gallup, Jeremy has provided consulting solutions to Fortune 1000 companies in the financial services, retail, manufacturing, and nonprofit sectors. Jeremy most recently served as the Global Director of Client Impact for Gallup’s Workplace Practice. He helped capture and share best practices and led research and development initiatives to help companies increase performance and clarify their purpose. His personal mission is to be a catalyst for inspiring leaders to transform their organizations and communities and change the world

Relationships with Purpose

Brian Miller | Human Connection Specialist

The desire for human connection is universal, and more crucial now than ever. When a loneliness epidemic collided with a global pandemic, it transformed how we think about each other. In this session, you will gain the practical tools, daily practices, and interpersonal skills required to deepen relationships with clients and ensure you thrive in the hybrid world and beyond.

Brian Miller | Human Connection Specialist Portrait

Brian Miller is a former magician turned human connection specialist, who works with organizations that believe everyone deserves to feel heard, understood and valued. His TEDx talk “How to Magically Connect with Anyone” has been viewed 3.5 million times. Brian believes every individual has the power to not just join the human connection revolution but to lead it.

 

 

Reaching Investors of Tomorrow with Purpose

Bryce Skaff | Dimensional Fund Advisors

The session will take a sweeping look at the current and possible future states of the wealth management industry. We will explore industry dynamics--outside forces--that may impact key strategic initiatives--inside forces--of successful wealth management firms. The discussion is intended to help TCI continue its track record of achievement and growth in the ever changing landscape of wealth management.

Bryce Skaff | Dimensional Fund Advisors Portrait

Bryce Skaff is Co-Head of the Global Client Group (GCG) and serves in a leadership role on several of the firm’s key strategic committees. He helps to shape the vision and oversee the management of the GCG, a global team of professionals committed to delivering an outstanding experience to advisors, intermediaries, and institutional investors around the world.

Bryce has been with Dimensional since 1998. He was most recently Dimensional’s Head of US Financial Advisor Services, which helped advisory firms design more effective investments, messaging, and business strategies. Prior to that, he was Head of the Strategic Relationship Group and held various Regional Director positions, which included working with advisors across the US and leading the firm’s Latin America business.

Prior to joining Dimensional, Bryce was a secondary markets analyst for Provident Funding. A CFA® charterholder, Bryce has an MBA from the Anderson School of Management at the University of California, Los Angeles, and a BA in finance from Santa Clara University.

Digital Presence with Purpose

Karen Cashen | Charles Schwab

A 2020 survey by eMoney Advisor found that 42% of Americans said they started their search for an advisor online. The question to ask yourself is; does your story online communicate your purpose, TCI's value and motivate those looking for your services to reach out and your existing clients to make a referral. Join us for an interactive session to sharpen your storytelling and evaluate where there may be opportunity to further amplify it in digital channels. You’ll have opportunities to ask questions and exchange ideas with other participants.

Karen Cashen | Charles Schwab Portrait

Karen Cashen is a Managing Director in Schwab Advisor Services marketing and has been with Schwab for over 25 years. She is currently responsible for Brand, Advertising, Content Strategy and Management. Her team works to create advertising that educates investors on the value of working with independent financial advisors as well as campaigns designed to drive awareness and consideration of Schwab’s services for advisors. In addition, the team works to create and distribute content focused on delivering insights that can help advisors grow and succeed.

During her tenure with Schwab, Ms. Cashen has served as an account executive within the Schwab internal advertising agency, director of corporate communications, director of online affinity marketing and business development, and vice president of active investor acquisition all within the Schwab retail business. She also served as a director of client experience for the retirement plan services business. Prior to joining Schwab Ms. Cashen held positions with a variety of advertising and design firms in San Francisco, California.

Ms. Cashen received a B.S. at the University of Puget Sound.

Living & Leading with Purpose

Jeremy Pietrocini | Gallup

Inspired teams are the building blocks of organization performance and growth. That stems from leaders, mangers and individual knowing and using their unique strengths everyday at work and in life. In this session, you’ll learn tips on how you can leverage your unique CliftonStrengths to… more clearly define your own unique personal mission and brand; be intentional with areas of work and life that need you vs. feed you; aim your strength as the 5 areas of wellbeing (as defined in Gallup’s Wellbeing at Work book) helping you to truly lead yourself and others to purpose-filled lives.

Jeremy Pietrocini | Gallup Portrait

Jeremy Pietrocini, Senior Consultant, advises leaders and managers on ways to improve individual, team, and organizational performance. He helps clients transform their organizations to meet their most critical business needs by implementing best practices in employee and customer engagement, selection, strengths-based development, leadership, and wellbeing. Jeremy speaks to leadership audiences around the world about the importance of aligning their team members and customers to create a culture and brand fueled by purpose.

Since joining Gallup, Jeremy has provided consulting solutions to Fortune 1000 companies in the financial services, retail, manufacturing, and nonprofit sectors. Jeremy most recently served as the Global Director of Client Impact for Gallup’s Workplace Practice. He helped capture and share best practices and led research and development initiatives to help companies increase performance and clarify their purpose. His personal mission is to be a catalyst for inspiring leaders to transform their organizations and communities and change the world

Relationships with Purpose

Brian Miller | Human Connection Specialist

The desire for human connection is universal, and more crucial now than ever. When a loneliness epidemic collided with a global pandemic, it transformed how we think about each other. In this session, you will gain the practical tools, daily practices, and interpersonal skills required to deepen relationships with clients and ensure you thrive in the hybrid world and beyond.

Brian Miller | Human Connection Specialist Portrait

Brian Miller is a former magician turned human connection specialist, who works with organizations that believe everyone deserves to feel heard, understood and valued. His TEDx talk “How to Magically Connect with Anyone” has been viewed 3.5 million times. Brian believes every individual has the power to not just join the human connection revolution but to lead it.

Reaching Investors of Tomorrow with Purpose

Bryce Skaff | Dimensional Fund Advisors

The session will take a sweeping look at the current and possible future states of the wealth management industry. We will explore industry dynamics--outside forces--that may impact key strategic initiatives--inside forces--of successful wealth management firms. The discussion is intended to help TCI continue its track record of achievement and growth in the ever changing landscape of wealth management.

Bryce Skaff | Dimensional Fund Advisors Portrait

Bryce Skaff is Co-Head of the Global Client Group (GCG) and serves in a leadership role on several of the firm’s key strategic committees. He helps to shape the vision and oversee the management of the GCG, a global team of professionals committed to delivering an outstanding experience to advisors, intermediaries, and institutional investors around the world.

Bryce has been with Dimensional since 1998. He was most recently Dimensional’s Head of US Financial Advisor Services, which helped advisory firms design more effective investments, messaging, and business strategies. Prior to that, he was Head of the Strategic Relationship Group and held various Regional Director positions, which included working with advisors across the US and leading the firm’s Latin America business.

Prior to joining Dimensional, Bryce was a secondary markets analyst for Provident Funding. A CFA® charterholder, Bryce has an MBA from the Anderson School of Management at the University of California, Los Angeles, and a BA in finance from Santa Clara University.

Digital Presence with Purpose

Karen Cashen | Charles Schwab

A 2020 survey by eMoney Advisor found that 42% of Americans said they started their search for an advisor online. The question to ask yourself is; does your story online communicate your purpose, TCI's value and motivate those looking for your services to reach out and your existing clients to make a referral. Join us for an interactive session to sharpen your storytelling and evaluate where there may be opportunity to further amplify it in digital channels. You’ll have opportunities to ask questions and exchange ideas with other participants.

Karen Cashen | Charles Schwab Portrait

Karen Cashen is a Managing Director in Schwab Advisor Services marketing and has been with Schwab for over 25 years. She is currently responsible for Brand, Advertising, Content Strategy and Management. Her team works to create advertising that educates investors on the value of working with independent financial advisors as well as campaigns designed to drive awareness and consideration of Schwab’s services for advisors. In addition, the team works to create and distribute content focused on delivering insights that can help advisors grow and succeed.

During her tenure with Schwab, Ms. Cashen has served as an account executive within the Schwab internal advertising agency, director of corporate communications, director of online affinity marketing and business development, and vice president of active investor acquisition all within the Schwab retail business. She also served as a director of client experience for the retirement plan services business. Prior to joining Schwab Ms. Cashen held positions with a variety of advertising and design firms in San Francisco, California.

Ms. Cashen received a B.S. at the University of Puget Sound.