Grow.

Choose your Day 2 roundtables, share your goals for 2027 and send your questions to the Ask the Owners panel. Please complete by November 5.

‹ Back to the agenda
6topics to explore
3roundtables to attend
30minutes per round

On Day 2 you'll take part in three 30-minute roundtable conversations with other owners and a subject expert. We'll place you at three tables, with up to eight owners per table, and post the groups before Day 2.

Choose your roundtables in the Summit 2026 pre-event form

Please complete one form per attendee by November 5. It takes about five minutes and covers four things:

  • About you: your name, email, agency and location
  • Your 2027 goals: your top three goals and what you most want to walk away from Summit with
  • Roundtable rankings: rank all six topics below from 1 to 6
  • Ask the Owners: two questions for the franchisee panel
Open the form ›

Sharing Best Practices · Friday, November 13

What would make a difference in your business?

Learn from fellow owners, share what's working and leave with a practical next step.

01

Filling the Bench

Caregiver recruitment and retention

Can't find enough caregivers, or can't keep the ones you hire? Share what's working with other owners for bringing in more applicants, getting them to a first shift faster and keeping them longer.

Julia Sommers · Jonny Gross, Zingage

02

Follow the Money

What your P&L is telling you

Learn which numbers to watch every month and how to use them before you spend your next dollar. Leave knowing what your P&L is telling you and what to do about it.

Kelsey Florek · Brad Wolfe, Sourced

03

Beyond the Muffin Basket

Referral relationships that convert

Find out what actually turns a referral source into a steady stream of clients, from the first conversation to closing the loop. Hear what other owners say and do with the sources that send them business.

Rizwana Mahida · Daniel Clarke, Elderado

04

Value-Based Care

Your Best Marketing Story Is Your Care

Turn the quality of your care into your strongest selling point. Leave with outcomes you can show families and referral sources, and a clear answer to "why do you cost more?"

Fauziyah Barnard-Salaudeen and Linda Larson

05

Finding Your Rainmaker

The BD Hire That Converts

Where to find a great business development rep, what to expect in the first 90 days and how to know if it's working. Learn how strong reps build relationships with social workers, discharge planners and case managers.

Sarah Squires · Vanessa Petit-Phar, Paradigm

06

Get Your Evenings Back

Building your VA infrastructure

Hand off the admin that's keeping you at your desk after hours. Learn what to delegate to a virtual assistant and how to set them up to succeed.

Megan White · Debbie Miller, Helper Heroes

Summit 2026 pre-event form

Ready to choose your roundtables?

Complete one form per attendee by November 5. It takes about five minutes.

  1. About youYour name, email, agency and location.
  2. Your 2027 goalsYour top three goals and what you most want to walk away from Summit with.
  3. Roundtable rankingsRank all six roundtables from 1 to 6.
  4. Ask the OwnersSend two questions to the franchisee panel.
Open the pre-event form ›