1:00p ET to 2:00p ET

Presented by Advance Partners and Staffing Dashboard

In this pre-event roundtable, we will be discussing some of the challenges in the industry and the best way to approach them.  This will be an engaging and interactive conversation, facilitated by Kendra Cato or Advance Partners, and Dan Mori of Staffing Dashboard, discussing what is working and not working to achieve growth today.

2:15p ET to 3:15p ET

Presented by SimpleVMS and Avionte

In this pre-event roundtable, we will be discussing the specific needs of mid-market and enterprise buyers of staffing services and why they are moving towards integrated software like Vendor Management Software. Facilitated by Casey Wagonfield of SimpleVMS, you will get to learn first hand what buyers of staffing services are looking for today from staffing agencies, and why adding a VMS offering can position you as the preferred partner. 

3:30p ET to 4:30p ET

Presented by CloudCall and Leap

In this pre-event roundtable, we will be discussing the tech landscape and answering questions about the various tools available to staffing agencies today.  Led by Rob Mann from LEAP, and Ashley Bowlin from CloudCall, you will participate in an engaging and interactive discussion about what technology is available, what is needed to stay competitive, and how it all works together. 

6:30p ET to 8:00p ET

Kick off the Staffing Sales Summit with a vibrant welcome reception featuring delicious food, refreshing drinks, and unparalleled networking. Engage in informal networking and conversation with your peers, and speakers, in a relaxed and dynamic setting.

9:00AM - 10:00AM

Casey Jacox

In today’s crowded staffing market, deals are won by trust—not tactics.

This opening keynote sets the tone for the entire summit with a powerful mindset shift: stop selling for the deal and start winning the relationship. Casey Jacox breaks down how top performers build trust quickly, communicate authentically, and turn client conversations into long-term partnerships.

Attendees will learn practical, relationship-first frameworks they can apply immediately to improve win rates, strengthen retention, and expand inside key accounts.

Key Takeaways:

• Shift from transactional selling to relationship-driven growth
• Build trust through expectation-setting and authentic communication
• Create a repeatable system for relationship building and client loyalty
• Strengthen sales culture by removing ego and increasing presence

Best For: Owners, CXOs, sales leaders, and producers who want higher win rates and stronger client partnerships.

Producer Track

10:15AM - 11:00AM EST

Mike Bradbury

Today’s top staffing producers don’t win by blasting inboxes or relying on cold outreach alone. They win by building visibility, trust, and relevance before the first message is ever sent.

In this fast-paced workshop, Mike Bradbury returns to take Social Selling to the next level, showing you how to turn LinkedIn into your most reliable source of outbound opportunities using a modern, relationship-first approach.

You’ll learn how elite producers combine Sales Navigator, ethical automation, and Mike’s LCM (Like → Comment → Message) framework to create a consistent flow of warm conversations—without generic pitches or high-volume noise.

Key Takeaways

• How to identify and prioritize active buyers using LinkedIn Sales Navigator
• How to build a “mental-list” pipeline that outperforms cold outreach
• How to use automation to support visibility and consistency (without sounding robotic)
• How to apply the LCM method to earn trust before asking for a meeting
• How to turn LinkedIn into a daily source of outbound momentum

Who should attend:
Staffing producers, business development leaders, and sales managers who want a modern, scalable outbound system that actually converts.

Leadership Track

10:15AM - 11:00AM EST

Claudette Cunitz

Many staffing leaders are promoted because they were exceptional producers, but leading people requires an entirely different skill set. In this focused, high-impact workshop, nationally recognized consultant Claudette Cunitz shares a practical, repeatable sales leadership framework built specifically for staffing organizations.

This session tackles the real challenges leaders face after promotion: unclear expectations, avoided difficult conversations, uneven performance, and uncertainty about where to focus coaching time. Claudette provides clear structure, tools, and guidance to help leaders drive accountability, improve performance, and lead with confidence.

Attendees will learn how to:

• Communicate expectations with clarity so accountability is constructive, not confrontational
• Confidently handle difficult conversations around performance and alignment
• Identify where to invest coaching energy, and where to stop over-investing
• Shift teams from constant management to ownership of results

You’ll leave with:
A practical leadership framework, conversation guidance, and tools you can apply immediately to improve consistency and performance across your team.

This fast-paced, experience-driven session is designed for immediate implementation, no theory, no fluff.

11:15AM - 12:00PM EST

Robert Reid - Butler Street

AI is no longer a novelty in sales,  it’s a competitive advantage. In this practical, hands-on session, Robert Reid shows staffing sales professionals how to move beyond basic AI use and apply it as a true performance multiplier across prospecting, discovery, preparation, and follow-up.

What You’ll Learn:

• How top sales professionals are using AI to research accounts faster and smarter

• Ways to generate personalized outreach without sounding automated or generic

• How to use AI to role-play objections and sharpen conversations before live calls

• Where AI fits into the sales process, and where it absolutely does not

• How to reduce manual work while increasing relevance and response rates

Key Takeaway:

Attendees leave with a practical framework and ready-to-use prompts to immediately integrate AI into their daily sales workflow, without sacrificing authenticity or trust.

Best For:
Staffing sales professionals, account managers, and business developers who want to work more efficiently, stand out in a crowded market, and future-proof their sales skillset.

1:15PM - 2:00PM EST

Tom Erb
Author of Winning the Staffing Sales Game (also available on Audible)

Producer Track

2:15PM - 3:00PM EST

Kendra Cato

Cold outreach is harder than it’s ever been. Buyers are harder to reach, harder to engage, and far more selective about who earns their attention. Many individual sales producers are responding by doing more activity, more calls, more messages, more follow-ups...but seeing diminishing returns.

In this session, Kendra Cato shows producers how to replace brute-force activity with intentional influence.

Kendra’s approach treats personal brand as a strategic sales asset, not a popularity contest. By aligning brand imagery, visibility, and content to clear professional goals, producers can pre-sell credibility before conversations ever begin, leading to warmer receptions, easier introductions, and more productive sales conversations.

This is not about becoming an influencer or posting every day. It’s about showing up professionally, consistently, and intentionally so the right people recognize your value before you ever reach out.

What You’ll Learn

Attendees will learn how to:

• Understand why activity-heavy selling is losing effectiveness, and how influence changes the equation
• Use personal brand and visibility to establish credibility before outreach
• Align imagery, messaging, and presence to specific sales and career goals
• Show up in their network and on social platforms in a way that feels authentic, not performative
• Create clarity around what to post, how to network, and where to focus effort
• Build warmer conversations and stronger connections without increasing activity volume

Who This Session Is For

This session is designed specifically for:

• Individual sales producers who want better results without more activity
• Producers frustrated by cold outreach and low response rates
• Sales professionals who want to use social selling and personal brand to support revenue goals

Anyone looking to create inbound opportunity, warmer conversations, and long-term sales leverage

Key Takeaway

Attendees will leave with the clarity and confidence to audit and realign their personal brand around their sales goals, and a simple, actionable framework they can immediately use to show up more intentionally, build influence, and create better sales outcomes.

Leadership Track

2:15PM - 3:00PM EST

Kim Henderson

Most staffing firms focus heavily on winning new clients, yet the fastest, most profitable growth opportunities already exist inside their current book of business. Without a structured approach to retention and expansion, agencies experience avoidable churn, missed revenue opportunities, and inconsistent client engagement.

In this tactical, no-nonsense workshop, Kim Henderson introduces her proven 10-Step Plan for Client Retention & Expansion, a practical system designed to stabilize revenue, deepen client relationships, and unlock growth within existing accounts. This session provides clear structure, repeatable rhythms, and real-world tools that teams can implement immediately.

Attendees will learn how to:

• Build a predictable, repeatable client retention system
• Establish consistent client rhythms that reduce churn and increase engagement
• Identify and act on hidden expansion opportunities within current accounts
• Use a simple Access → Value → Ask framework to grow wallet share
• Prevent “silent churn” caused by inconsistent communication or unclear ownership
• Turn everyday client interactions into intentional growth conversations

This workshop is ideal for:

• Staffing agency owners and executives responsible for revenue stability
• Sales leaders and account managers managing key client relationships
• Business development professionals looking to grow existing accounts
• Delivery leaders who want clearer ownership and stronger client alignment

Whether you’re trying to protect your top accounts, expand key relationships, or bring more discipline to client management, this session provides a clear roadmap.

3:10PM - 3:55PM EST

Mark Winter

Staffing buyers no longer follow a predictable, linear path to purchase. They research quietly, involve unseen stakeholders, and often engage only after preferences are already formed. Most staffing sales processes are still built for an outdated buyer reality, resulting in stalled deals, ghosting, and late-stage price pressure.

In this session, Mark Winter breaks down how modern staffing buyers actually make decisions today and provides a practical framework for aligning sales strategy, messaging, and timing to that reality. Attendees will learn how to identify where buyers are in their journey, how to influence decisions before the first call, and how to position themselves as a trusted guide rather than a reactive vendor.

This workshop gives staffing leaders and producers a clear, usable model for navigating complex buying behavior and increasing win rates in a tougher sales environment.

Attendees will learn how to:

• Understand the nonlinear buyer journey and why traditional sales funnels no longer work
• Identify trigger moments that signal when buyers enter the market
• Recognize the role of silent research and hidden influencers in staffing decisions
• Adjust outreach and messaging based on where the buyer actually is, not where sales hopes they are
• Influence buyer preference before direct engagement occurs
• Align sales process, timing, and positioning to modern buyer psychology
• Reduce stalled deals, ghosting, and late-stage objections by engaging earlier and more strategically

This session is designed for:

• Staffing agency owners and executives responsible for revenue growth
• Sales leaders building or modernizing their sales process
• Business development managers and senior producers
• Teams struggling with low response rates, stalled deals, or longer sales cycles
• Agencies competing in crowded markets where differentiation and timing matter

Outcome:
Attendees leave with a clear buyer-aligned framework they can immediately apply to improve outreach effectiveness, sales conversations, and close rates.

4:00PM - 4:45PM EST

David Searns

The staffing marketing playbook is being rewritten in real time, and AI is the catalyst.

AI is no longer just a productivity tool for writing emails or polishing content. When used correctly, it fundamentally changes how staffing firms define target markets, craft offers, run campaigns, and support producers in real selling conversations. Firms that adapt quickly are turning marketing into a true revenue engine, not a cost center.

In this high-energy, practical session, David Searns shows how staffing leaders can use AI to redesign their marketing function to better support today’s buyers and sales teams. You’ll learn how to move beyond “more activity” and instead build smarter funnels, sharper messaging, and integrated campaigns that help producers open doors, educate prospects, and shorten sales cycles.

Note: This session sets the foundation for Part 2, AI-Enhanced Sales, by Joey Frampus, which focuses on how producers leverage marketing outputs to drive pipeline and close business.

Attendees will learn how to:

• Use AI to identify ideal clients, segment accounts by buying triggers, and prioritize who should hear from you this week, not “everyone.”
• Build door-opener offers, conversion plays, and expansion strategies that help producers start the right conversations.
• Turn AI into a copy assistant for email, LinkedIn, and direct mail that sounds human, relevant, and buyer-focused.
• Create POV-driven content that educates buyers, challenges assumptions about staffing, and makes selling easier.
• Use AI to build resources that answer common questions, build trust, and shorten the sales cycle.
• Design integrated campaigns across email, direct mail, social, and sales outreach that actually work together.
• Measure reply rates, meetings booked, and influenced pipeline, and use AI to optimize what’s performing.

This session is designed for:

• Staffing owners, presidents, and executives responsible for growth
• Marketing leaders and internal marketing teams at staffing firms
• Sales leaders looking to better align marketing with producer success
• Firms struggling with flat response rates, weak campaigns, or unclear ROI from marketing
• Staffing organizations ready to move beyond “more content” to better conversations

5:00PM - 6:30PM

The Staffing Shark

Join the "It’s 5 O’Clock Here" mixer, hosted by the high-energy Staffing Shark! Network with peers, share ideas from the day’s sessions, and relax with great food, drinks, and fun in a lively atmosphere you won’t want to miss!

9:00AM - 9:45AM EST

Kim Henderson

Enterprise clients represent the largest, stickiest, and most profitable opportunities in staffing, but most firms approach them with the wrong strategy.

This session breaks down how enterprise buyers actually think, how they evaluate staffing partners, and what it takes to earn attention and credibility inside large, complex organizations. Instead of guessing, chasing logos, or relying on outdated sales tactics, attendees will learn a clear, repeatable enterprise pursuit framework they can apply immediately.

If enterprise deals feel slow, intimidating, or impossible to crack, this session provides the clarity, structure, and confidence needed to compete, and win.

Attendees will learn how to:

• Understand how enterprise buyers evaluate staffing partners and manage internal risk
• Position their firm as a strategic partner, not just another vendor
• Execute a proven enterprise outreach strategy that earns responses and meetings
• Navigate multi-stakeholder buying committees with confidence
• Structure high-impact enterprise discovery conversations focused on business outcomes
• Maintain momentum and stay top-of-mind during long enterprise sales cycles

This session is ideal for:

• Staffing agency owners and executives targeting enterprise or national accounts
• Business development leaders building long-cycle, high-value pipelines
• Senior sales producers pursuing complex, multi-stakeholder opportunities
• Firms looking to move up-market from mid-market to enterprise clients

If enterprise clients are part of your 2026 growth strategy, this session delivers the playbook you need.

Producer Track

10:00AM - 10:45AM

Joey Frampus - Butler Street

The role of the staffing producer is changing, and fast.

AI is no longer just a productivity tool; it’s redefining how top producers prepare, personalize, execute, and win conversations. The producers who adapt will move faster, sound sharper, and operate with a level of precision that traditional sales teams can’t match.

This high-energy, tactical session shows producers exactly how to use AI to become more effective in their day-to-day sales work, without sounding robotic or losing authenticity.

As Part 2 of the Marketing & Sales: AI Makeover, this session is where strategy turns into action:

Marketing defines the message

Producers create the conversations

AI becomes the engine that powers both

This is a practical blueprint for how staffing producers will sell in 2026 and beyond.

Attendees will learn how to:

• Use AI to sharpen targeting, clarify messaging, and improve outreach quality, while reducing effort and wasted activity.
• Learn how to structure prospecting blocks, call prep, follow-up, and pipeline management with AI acting as a force multiplier.
• Replace generic pitches with personalized messaging tailored to buyer priorities, tone, and context, at scale.
• Use AI to research companies, surface prospect priorities, anticipate objections, and create compelling talking points before every call.
• Roleplay difficult conversations, refine objection handling, and sharpen discovery questions with AI as a 24/7 sales coach.
• Learn how AI enables consistency, confidence, speed, and preparation, making elite performance repeatable.

This session is best suited for:

• Staffing producers and business developers
• Sales professionals responsible for new client acquisition
• High-potential producers looking to gain a competitive edge
• Sales leaders equipping teams for modern selling
• Agencies that want faster, smarter, more effective sales execution
• No advanced technical knowledge required—this session is designed for practical, real-world use.

This session shows you how to:

• Save time
• Increase impact
• Improve quality
• Build confidence
• Create more conversations
• Close more deals

The modern producer is a hybrid of human skill + AI speed + strategic intelligence.
This session shows you how to become that producer.

Leadership Track

10:15AM - 11:00AM EST

Mark Winter

Most staffing agencies don’t struggle because of a lack of talent, they struggle because of inconsistent standards, unclear expectations, and weak accountability. Culture is the silent force behind sales performance, and when it’s left to chance, results become unpredictable.

In this direct, no-nonsense workshop, Mark Winter breaks down how high-performing sales cultures are intentionally designed, reinforced, and sustained. This session focuses on the specific behaviors, operating rhythms, and leadership standards that drive consistent execution, without relying on heroic top performers or constant micromanagement.

This is a practical, implementation-ready session for leaders who want predictable sales performance, stronger ownership across their teams, and a culture that supports how buyers actually buy today.

Attendees will learn how to:

• Establish clear sales standards that eliminate ambiguity and inconsistency
• Create accountability that is embraced, not avoided
• Install daily, weekly, and monthly operating rhythms that drive execution
• Shift from personality-driven performance to system-driven results
• Coach sales teams with clarity, confidence, and consistency
• Align sales behaviors with modern buyer expectations
• Participants will leave with frameworks and tools that can be applied immediately, not theory or motivation without execution.

This session is best suited for:

• Staffing agency owners, presidents, and CEOs
• Sales leaders, directors of sales, and branch managers
• Leaders responsible for driving consistent sales performance
• Organizations experiencing uneven results across producers
• Teams ready to raise standards and eliminate excuses

If you are serious about building a disciplined, accountable, and modern sales organization, this session is a must-attend.

11:15AM - 12:00PM

Anna Frazzetto

AI is everywhere in sales, but clarity is not.

This session cuts through the noise to focus on how real sales teams are using AI today to improve performance, efficiency, and outcomes, without damaging trust, credibility, or relationships with buyers.

Rather than a technical or tool-heavy discussion, this session is grounded in sales execution and leadership patterns seen across organizations. The central message is clear:

AI is not replacing salespeople.
It is replacing inefficiency, inconsistency, and guesswork.

Attendees will be guided through where AI fits across the entire sales lifecycle, from prospecting and messaging to discovery, deal progression, and forecasting, while gaining a realistic understanding of what AI can and cannot do in a relationship-driven sales environment.

The result is a balanced, practical perspective that helps sales leaders and sellers use AI as a revenue multiplier, not a shortcut.

Most teams are experimenting with AI, but few are integrating it with discipline.

This session helps sales organizations:

• Separate real revenue impact from hype
• Understand how AI supports strong sales fundamentals
• Avoid common missteps that erode buyer trust
• Apply AI intentionally without losing the human edge that drives deals

Attendees leave with a clear framework for using AI to enhance execution, coaching, and consistency, while keeping trust and judgment at the center of the sales process.

Attendees will walk away with:

• A clear understanding of where AI delivers real value across the sales cycle
• Practical examples of how teams are using AI to improve:

1. Prospecting and targeting
2. Messaging and personalization
3. Deal progression and pipeline management
4. Forecasting and performance visibility

• Clarity on the human elements AI cannot replace, including trust, judgment, and relationship-building
• A simple set of guardrails for adopting AI responsibly within a sales organization
• A sales-first perspective that applies across roles, company sizes, and industries

This session is designed for:

• Sales leaders responsible for revenue, forecasting, and performance
• Frontline sales managers focused on coaching and consistency
• Producers and sellers looking to work smarter without losing authenticity
• Executives evaluating how AI fits into their go-to-market strategy
• Organizations at any stage of AI adoption seeking clarity and direction

1:15PM - 2:00PM

Dan Mori

Format: Dual-Session Closeout
• Part 1: Teaching (Metrics Framework)
• Part 2: Live Coaching & Open Forum

Most staffing leaders leave conferences inspired, but struggle to translate ideas into measurable, lasting performance improvement.

This closeout session is designed to solve that problem.

In the first half, Dan Mori will breakdown the two most core metrics that quietly determine whether a staffing firm grows profitably or spins its wheels year after year. These metrics create clarity, expose leverage points, and give leaders a practical way to prioritize action once they return to the office.

In the second half, the session shifts from teaching to real-world application. Dan distills everything discussed throughout the Summit and opens the floor to the audience to identify what resonated most during the Summit, where adoption may break down, and how to turn ideas into behavior change. This is live coaching, focused on execution, not theory.

The goal is simple: ensure attendees leave knowing exactly how to get their money’s worth from the investment they made to be at the Summit.

Part 1: The Two Metrics That Drive Long-Term Profitability

Dan will walk through two foundational metrics every staffing leader must understand and actively manage:

1. Average Weekly Value of Headcount (AWVHC)
You’ll learn:

• What goes into AWVHC 
• Why AWVHC is the fastest way to diagnose operational health
• Which levers leaders can pull to improve AWVHC without adding headcount
• How small improvements in AWVHC compound into significant Gross Margin gains

2. Gross Margin (GM) Retention
You’ll learn:

• Why GM Retention is more important than Client Retention
• How to track GM Retention year over year
• How margin erosion quietly kills profitability even when “clients are retained”
• How focusing on GM Retention improves long-term enterprise value and decision-making

This section connects strategy, operations, and leadership accountability into a clear, measurable framework.

Part 2: Live Coaching, Reflection & Adoption

The second half of the session shifts to an open forum designed to drive real adoption:

• What attendees found most impactful during the Summit
• Where they see resistance or risk in applying what they learned
• Questions about implementing new tactics inside real organizations
• How to prioritize changes without overwhelming teams
• How leaders can coach for adoption, not just compliance

Dan will provide direct, real-world coaching based on what actually works inside staffing organizations, helping attendees pressure-test ideas and leave with practical next steps.

Key Takeaways

• A clear understanding of the two metrics that most directly impact profitability
• Practical guidance on improving AWVHC through controllable operational levers
• A new lens on GM Retention, and why it outperforms traditional retention metrics
• Clarity on what actions to take first after the Summit
• Real-world coaching to help ensure ideas turn into execution

Who This Session Is Ideal For

• Staffing agency owners and executives
• Sales and operations leaders responsible for profitability
• Leaders frustrated by growth without margin improvement
• Anyone who wants to leave the Summit with clarity, not just inspiration