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 life-long learning, collaboration, friendships, and fun!
Bob Swift TCI Wealth Advisors
Bob Swift founded TCI Wealth Advisors 28 years ago to provide unbiased financial guidance, based solely on the needs and expectations of each client. After several ye...Read More
Austin Sullentrop Gallup
Austin Suellentrop, Gallup Workplace Consultant, coaches, consults and teaches managers and teams about the impact of a strengths-based approach to human development. ...Read More
Bryce Skaff, CFA Dimensional
As Head of US Financial Advisor Services, Bryce Skaff oversees the day-to-day management and operations of the US FAS business, which includes business development, cl...Read More
Greg Menefee TD Ameritrade
Greg Menefee is the Director of Institutional Consulting at TD Ameritrade, and over his 20 years in the industry has developed a strong passion for organizational cult...Read More
Emily Schwartz, Ph.D. Speaker and Educator
Dr. Emily Schwartz is an international speaker, author, and public speaking coach dedicated to eliminating wasted time and streamlining efficient communication with Th...Read More
Jeff McColloch Team Effectiveness Consultant and Leadership Coach
Jeff brings over 20 years of coaching and team effectiveness experience with engineering, sales, and business operations teams at Intel, and has most recently been con...Read More
Jeannette Maré Ben's Bells
Jeannette Maré is the founder and Executive Director of Ben’s Bells Project. Jeannette’s leadership has anchored the organization through remarkable growth, inclu...Read More
Monday, July 23rd
Check-In and Lunch
- Client Experience Innovation Committee
- TCI Wealth Advisors
Gather in Hotel Lobby
5:30 – 9:00pm
- Team Building Fun & Dinner
- Optional but highly encouraged
Tuesday, July 24th
Morning Exercise (optional)
Enjoy a well-rounded class that will get you ready for a fun and productive day! This class incorporates cardio, strength, flexibility, and balance and is suited for all levels.
Choose Your Training Breakout
Choose Your Training Breakout
- TOPS Team
- Role Breakout
Frequently Asked Questions
When do I need to arrive?
We recommend you arrive at Mountain Shadows around 11:00AM but no later than 11:30AM on the 23rd. Lunch will be available starting at 11:00AM and we will kick-off the Summit at noon! Please be finished eating your lunch and any other housekeeping items before we start at noon. The retreat will end Tuesday, July 24th by 4:00PM.
What should I pack?
Attire for the retreat is business casual. Altough it is toasty in Arizona, the hotel meeting rooms are chilly. We suggest you bring a light sweater or jacket. Make sure to pack a pair of socks too!
What about my work?
All TCI offices will be closed for the two 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.
Can my significant other come with me?
All the events and gatherings are limited to TCI employees.
What if I want to make a getaway out of it?
Mountain Shadows is extending our group rate 3 days before and after our Summit! If you are interested in extending your stay, please let Tracy know by Friday, July 13th. You would be responsible for the $114 + $16 resort fee for any additional nights.
If I'm flying to Phoenix, how will I get to the resort from the airport?
Please use Uber/Lyft/Taxi from the airport to Mountain Shadows. The resort is 10 miles from the airport. There is no need to rent a car. Everything for the Summit will be at Mountain Shadows, except dinner on Monday night and transportation will be provided for that.
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. Everyone will need to put a credit card down at the time of check-in.
Register below so we can plan accordingly!
TCI Wealth Advisors
Bob Swift founded TCI Wealth Advisors 28 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, both TCI Wealth Advisors and the TCI Foundation.
TCI...What it WAS, What it IS, What it CAN BE!
Austin Suellentrop, Gallup Workplace Consultant, coaches, consults and teaches managers and teams about the impact of a strengths-based approach to human development. He specializes in helping Gallup clients to bridge the gap between Gallup research and practical application in the workplace, particularly when leading through times of extraordinary change. His mission is to inspire others to action by telling stories with passion and excitement about what individuals and teams can accomplish when they have the opportunity to do what they do best.
Before joining Gallup, Austin served in a variety of roles for a major regional bank, most recently as a member of its organizational and leadership development team. He supported associate engagement programs across the company, providing data analysis and reporting and coaching teams and leaders on how to use employee engagement as a strategy to drive performance.
Austin has a passion for public speaking and that dates back as far as he can remember and has been featured as a keynote speaker for organizations across the country including TedxBirmingham. Austin is an Associate Certified Coach through the International Coach Federation and has been a guest speaker on the Gallup Called to Coach Webcast as well as an author on the Gallup Coaching Blog.
Austin received a bachelor’s degree in finance from Auburn University and a master’s degree in family financial planning and counseling from The University of Alabama. Austin spends his free time entertaining friends and family with his wife, Janna, and three daughters, Noelle, Elise, and Audrey.
CliftonStrengths Top Five: Communication | Activator | Futuristic | Belief | Positivity
The Fallacy of Being Well Rounded; Leadership 101: Beyond a Title; What is your TCI story?
Leadership 101: Beyond a Title will explore what makes a great leader and how you can cultivate and use your strengths to be a leader.
Bryce Skaff, CFA
As Head of US Financial Advisor Services, Bryce Skaff oversees the day-to-day management and operations of the US FAS business, which includes business development, client services, and general operations. He also leads the Strategic Relationship Group, which works with the firm’s largest US-based FAS clients, helping them to effectively service clients and deploy robust investment solutions. Skaff also guides the firm’s US and Global Strategy Groups, where he helps provide strategic direction for FAS.
Prior to joining Dimensional, he traded mortgage-backed securities for Provident Funding. A CFA® charterholder, Skaff joined Dimensional in 1998. He obtained an MBA from the Anderson School of Management at the University of California, Los Angeles, and a BA in finance from Santa Clara University.
CliftonStrengths Top Five: Individualization | Achiever | Positivity | Relator | Competition
The Evolving Wealth Management Landscape
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.
Greg Menefee is the Director of Institutional Consulting at TD Ameritrade, and over his 20 years in the industry has developed a strong passion for organizational culture and client experience. The mission of the consulting organization is to consistently elevate the client experience by helping advisors to identify opportunities that improve the well-being of their business and their clients. Outside of the office you will find him training for his next triathlon, or with his wife trying to keep up with his two young sons.
CliftonStrengths Top Five: Communication | Woo | Relator | Belief | Restorative
Elevating the Client Experience
As the financial services industry continues to change, the need to stand out becomes increasingly important. Branding, differentiation, and pricing are all important considerations, but in the end these things alone will not have a lasting effect on clients. It is the client experience where we have the opportunity to make an impression drives loyalty and referrals.
Emily Schwartz, Ph.D.
Speaker and Educator
Dr. Emily Schwartz is an international speaker, author, and public speaking coach dedicated to eliminating wasted time and streamlining efficient communication with The Time Diet, her more “digestible” approach to time management. In The Time Diet, everything you do is either a Meat (difficult) Vegetable (easy) or Dessert (enjoyable.) Emily teaches people to plan a balanced diet of those things each day to increase productivity while reducing stress. Emily has a unique combination of University teaching and corporate training experience and draws from her doctoral research in motivation and success attributions.
Essentials of Time Management
Traditional time management advice tells us to “do the most important thing first,” but what do we do when everything feels important? What do we do when we wear many hats and are constantly managing interruptions? In this interactive breakout session, you’ll learn how to organize your time and remove inefficiencies in your day with a more "digestible" approach to time management that stresses the importance of simplicity, focus, and most of all, balance. Learn how to use start dates, break up tasks into “food groups,” identify and eliminate Time Killers, use a Slow Day list to get ahead, quickly and efficiently assess priorities, apply laser-like focus to your work, and more.
Team Effectiveness Consultant and Leadership Coach
Jeff brings over 20 years of coaching and team effectiveness experience with engineering, sales, and business operations teams at Intel, and has most recently been consulting large corporations, start-ups, non-profits, churches and Stanford University.
Using concepts from best-selling author Patrick Lencioni and Gallup’s Strengths Resources, he has partnered with hundreds of individual contributors, managers and executives using a practical, highly collaborative, results-oriented approach to develop their skills, increase team cohesiveness, enhance strategic alignment, and achieve their business goals.
He is driven by a genuine delight in seeing teams and leaders succeed. His authentic style quickly builds trust and he loves helping teams talk about the real issues they face in an honest, direct manner.
Jeff has an undergraduate degree from Stanford University and a master’s degree from Indiana University. He is married and a recent “empty-nester”, with two college-age children. Interests include watching sports, cycling, and listening to inspiring podcasts. His personal mission is to help leaders discover their strengths and passions, pursue their dreams, and impact the world.
CliftonStrengths Top Five: Connectedness | Individualization | Learner | Harmony | Developer
Navigating Trust and Conflict
Who can I trust? How can I build trust more quickly? How can I enter the conflict "danger zone" more confidently? These types of questions are asked all the time in the workplace. Through open and lively dialogue, we will examine common trust and conflict challenges, share practical tips, and identify actionable next steps to immediately improve your work relationships. Bring your questions and real-life examples and explore the world of trust and conflict.
Jeannette Maré is the founder and Executive Director of Ben’s Bells Project. Jeannette’s leadership has anchored the organization through remarkable growth, including the opening of four studios, collaborating with hundreds of local organizations and recruiting more than 25,000 annual volunteers. As part of her vision, Ben’s Bells has become nationally recognized and “kindness” is becoming part of the nation’s collective consciousness.
Before becoming full time Executive Director of Ben’s Bells, Jeannette was faculty at the University of Arizona teaching discourse analysis. She holds a Masters Degree in Linguistics from Gallaudet University in Washington D.C.
The power of kindness to inspire and transform people and communities.