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 2 – University 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