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2025 Woodlands Area Business Summit Agenda

 8:00 a.m.       Check-In | Breakfast | Visit Exhibit Booths

 

8:30 a.m.        Welcome | Acknowledgement of Sponsors

 

9:00 a.m.        Panel I – Strategies for Growth in Uncertain Times

                        Moderator: Carolyn Gray

                        Panelists: Angela Strong, A Strong CPA

                                         Andy King, VelocityIQ

                                         Brian Weaver, FocalPoint Coaching

                                         Lee Wilson, The Wilson Firm

                                   

9:40 a.m.       Transition

 

10:00am -      WORKSHOP Room 6  

10:40 a.m.     From Small Talk to Real Talk

                       By Stacy Harris, Stacy Harris Consulting

                       NOTE: The workshop spans both breakout sessions.

 

10:00 a.m.     SESSION II

                       

                     Breakout Room 1 – The Koch Insurance Group

                     The AI Marketing Toolkit: What Every Small Business Should Be Doing Right Now

                      By: Josh Want, J. Want Property Group at Compass

 

                     Breakout Room 2 – University of Texas MD Anderson Cancer Center

                     Avoiding Sales & Marketing Pitfalls for Sustainable Growth

                      By: Leo Simpson, Lone Star College - Montgomery

 

                    Breakout Room 3

                    From Campus to Career: What Gen Z Wants from Employers, and How to Compete for  Their Talent

                     By: Katherine Kleemann, Spherion Staffing & Recruitment

                    

                    Breakout Room 4

                    Thinking Way Ahead – Business Succession Planning

                     By: Rachael Rolon, The Rolon Law Firm, PLLC

 

                    Breakout Room 5

                    Tax Strategies for Financial Stability in 2025

                     By: Stephen Zogal, Spring Tax Advisors

 

10:40 a.m.    Transition

11:00 a.m.     SESSION II

                       

                    Breakout Room 1 – The Koch Insurance Group

                     Empowering Tomorrow’s Leaders: Leveraging Business Excellence, Workforce Innovation and

                     Engagement for Strategic Stability

                     By: Bob Milner, Sam Houston State University

                   

                    Breakout Room 2University of Texas MD Anderson Cancer Center

                    The Health of Your Organization: From Culture to Cash Learn How To Build A Great Business

                     By: Megan Alarid, Heightened Leaders

                   

                    Breakout Room 3

                    AI Agents – Driving Business Value and Productivity

                     By: Marco Cerrato, Business Logix, LLC

                   

                    Breakout Room 4

                    Leading From The Heart: Building Soft Skills Through Volunteer Leadership

                     By: Kristi Leggett, Community Assistance Center

                   

                    Breakout Room 5

                    Solving Workforce Challenges: Real World Employment Scenarios

                     By: Amy Davidson, Montgomery County Attorney

 

11:40 a.m.     Transition Back to Ballroom | Lunch

 

12:15 p.m.     Lunch Announcements

 

12:30 p.m.    Panel II – Strategic Shifts: What’s Working Now in Business and What’s Next

                     Moderator: Christin Allphin, Woodforest National Bank

                    Panelists: Christin Cherry, EntreProcess

                                         Jennifer Bruse, Hello Woodlands

                                         Jonathan Magnell, Consolidated Communications

                                         Michael Ellis, Stibbs & Co., P.C., Attorneys

 

1:15 p.m.       Keynote Speaker – Topsie Vandenbosch

                    Leadership Skills That Guide Your Business Through Growth and Transition

 

2:00 p.m.      Adjourn

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