3rd Annual Estate Management
Conference
Conference
Delivering a luxury experience
February 17-18, 2024 St. Petersburg FL
Join us
For an In-person Event
We look forward to welcoming fellow Estate Managers and Industry Partners to St. Petersburg, Florida, February 17-18, 2024 for the 3rd Annual Estate Management Conference. The live and in-person event will be a unique opportunity to network with industry professionals, add to your professional value, and enjoy the “Sunshine City”with your peers.
Connect with industry professionals
Our industry is overdue for some in-person networking. EMC24 will provide ample opportunity to connect through a mix of presentations and social gatherings.
Learn from luxury service experts
Effectively serving an UHNW principal requires a deep understanding of luxury service and expectations. Learn theory, methods, and resources from those who set the benchmarks for luxury.
Enjoy Sunshine and Palm Trees in February
With temperatures in the 60’s and 70’s in February, St. Pete offers a warm respite from late-winter blues. Think of it as professional development with a side of tropical getaway.
The Venue
The Vinoy Resort and Golf Club
For almost 100 years, The Vinoy has been an icon in the St. Petersburg community. Overlooking St. Pete Harbor with sweeping views of downtown, the Vinoy recently underwent a transformative restoration and rebrand, joining Marriott Bonvoy’s Autograph Collection as the Vinoy Resort and Golf Club. Special rates are available to attendees: EMC24 Reservations
The Agenda
Friday, Feb 16 - Sunday, Feb 18 2024
Delivering a Luxury Experience
Providing luxury service to an UHNW individual involves creating tailored solutions that align with a principal’s distinct preferences and expectations utilizing the highest quality resources available. The 2024 Estate Management Conference will engage attendees and presenters in conversations and learning experiences that will facilitate an understanding of the luxury experience and introduce the resources required to deliver.
REGISTRATION
Stella LoungeIf you're arriving Friday evening, join us in the upstairs terrace lounge to check-in and socialize with fellow attendees. We’ll serve light welcome refreshments.
Welcome Continental Breakfast and Registration
Mirror Lake CSpend the first hour of the day networking with attendees and enjoying continental breakfast and coffee. We’ll have a check-in table in case you weren’t able to join us Friday night.
Introductions
Mirror Lake CWelcome, thanks and an introduction to what we can expect for the weekend from the Estate Management Network’s Executive Director, Kimberly Varney.
Defining a Luxury Expereince
Mirror Lake CAs more principals request “5 Star Service”, we turn to the brand that coined the term and has rated luxury service since 1958 to understand what a 5-Star experience really is and how we can upscale our service and hospitality delivery. Forbes Travel Guide’s Vice President, Stacey Veden, will also share the company’s recent expansion into luxury residential services.
Trending - Residential Hospitality | Live Easemakers Podcast
Mirror Lake CThe future of private service is residential hospitality. Principals seek a hotel-quality experience and are looking for Estate Managers with a background in boutique hotel management. In this live Easemakers podcast, Kristin Twiford talks to Hannah Loudin, Director of Residences at the Tampa Edition Residences about the crossovers between hotel and residential service and how Estate Managers can bring some of these luxury elements into a home.
Lunch
Vinoy Resort and HotelTake your pick of the Vinoy’s selection of restaurants and cafes: Lotties, the Terrace Bar, Paul’s Landing, or Parasol for lunch.
Buying and Selling Luxury - Working with Brokers and Advisors
Mirror Lake CAs Estate Managers, we’re often asked to buy and sell ultra high-value assets. There are times when it’s essential to use an advisor to reach a preferred marketplace and buyer. We’ll learn about some top luxury resources that should be in your little black book.
Outsourcing Essential Services: Working With Management Companies
Mirror Lake CThere are certain vital estate management responsibilities that are often outside of an Estate Manager’s area of expertise or carry too much liability for any misstep. In these situations, one should consider outsourcing to an advisor or management company. We’ll look at 2 such essential management companies: Aviation Management and Human Resources.
Insure and Protect: Covering the UHNW Lifestyle
Mirror Lake CWith the responsibility of residents, guests, homes, vehicles, collections, and a multitude of liabilities, it’s crucial to know how to protect and insure an UHNW lifestyle. We’ll hear from Kim Dandrea and Andrea Bustamante, of BKS Partners insurance, and Wayne DeCoste, of Rescor Group private security, about how to mitigate risk and prepare for the unexpected.
Industry Partner Reception
Mezzanine TerraceEvery estate management professional needs a solid book of high-quality resources. We’ve invited some of our most valued partners to a meet and greet cocktail reception. Be sure you’ve set up your Blinq digital business card for the occasion.
Brunch
CassisAttendees are invited to brunch at St. Pete's most popular French Bistro, Cassis. *This seated brunch will require an RSVP, which will be sent to all attendees.
Delivering Daily Luxury | Breakout Session
Mirror Lake CWe’ll have a wealth of talent and experience in the room, presenting a great opportunity to hear from you all about how you deliver daily luxury to your principals. In this breakout session, we’ll tackle several daily service situations and hear solutions and ideas from your groups. Joanie Veage and Chris Milu , and Stacey Veden will help facilitate the conversation.
Staffing Design for Luxury Service
Mirror Lake CIn order to properly deliver luxury service, an Estate Manager needs to determine what staff is needed and what schedule should be created to make them most effective. Jennifer Laurence, President of Luxury Lifestyle Logistics, will share her process for properly staffing a residence.
Empowering Your Staff With the Training They Need to Succeed
Mirror Lake CBreak
Vinoy Resort and HotelGrab a coffee or macaron on the Vinoy Terrace Bar or at the their coffee shop, Lotties.
Beyond Skills: Teaching a Luxury Service Mindset
Mirror Lake CThere is no greater need in running a luxury household than having a properly trained staff. It goes well beyond skills and experience; private staff need to understand a luxury environment, etiquette, and how to present themselves in an UHNW residence.
What is Luxury Service Worth?
Mirror Lake CEarlier in the year, Morgan Stanley commissioned an “Estate and Household Staff Compensation Survey” from Botoff Consulting. We’ll discuss how that report stacked up to our collective experience, the factors that determine the value of a role, and what the expectations are for a total compensation package.
Negotiating Your Value
Mirror Lake CWhether it's time for your year-end raise review, you're up for a promotion, or you're engaged in a job search, an Estate Manager needs to know how to illustrate their worth and how to negotiate the highest and best package. Donna Shannon will share presentation insight and Daniel Wood will let us know how your agency can help advocate for top compensation.
Closing Networking
Paul's LandingMeet up at the Vinoy’s waterfront bar, Paul’s Landing, to make any final connections and take in the views of St. Pete Harbor before the weekend concludes.
Speakers
Presenting our panel of experts | *Updating as Speakers confirm
Andrea R. Bustamante
Private Risk Advisor & Business Development Leader, BKS Partners
Bucky Worboys
Sr. Account Manager, duPont REGISTRY
Candi Vajana
Founder, The Experienced Nanny
Charles MacPherson
Founder and President, Charles MacPherson Associates Inc.
Christopher Milu
CEO, MCM Estate Management + Consulting
Colleen Boyle
Managing Director, Head of Business Development & Philanthropic Strategy, The Fine Art Group
Daniel Wood
Founder and Director, Domestic | Match & Private Chef | Match
Donna Shannon
Career Coach, Personal Touch Career Services
Hannah Loudin
Director of Residences, The Tampa EDITION
Jennifer Laurence
Founder and President, Luxury Lifestyle Logistics
Joanie Veage
House Manager | Modern Butler, The International Butler Academy Graduate
John Christensen
Director of Properties / COO
Joseph Barber, CAM
SVP of Commercial Operations, Clay Lacy Aviation
Kim Dandrea
Private Client Business Development Leader, BKS Partners
Kimberly Varney
Executive Director, Estate Management Network
Kristin Twiford
Director of Content and Brand. Nines and Easemakers
Latricia Friend
Founder + CEO, Household Management Services
Peter Colt Van Ryder
Founder & CEO, Estate Management Solutions
Stacey Veden
Vice President, Partner Services, Forbes Travel Guide
Steven Ferry
Board of Directors of the International Institute of Modern Butlers
Wayne DeCoste
CEO, Rescor Group
Tickets
On sale Now
Oct 1 - Oct 31
- Pro Members Pre-sale
- $ 500
Jan 1 - Feb 15
- Late Registration
- $ 600
PRO PERKS
Estate Management Network Pro Members check your email for your Member ticket coupon code.
GET IN TOUCH
CONTACT US FOR FURTHER INFORMATION
TICKETS:
Tickets are on sale now
EVENT VENUE :
The Vinoy Resort and Golf Club /// 501 5th Ave NE, St. Petersburg, FL 33701
Host Organizations :
The conference is hosted by Celebrity Estate Management and the Estate Management Network.