The Agenda
February 16 - February 18, 2024
Friday, Feb 16, 2024
REGISTRATION
If 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.
Saturday, Feb 17, 2024
Welcome Continental Breakfast and Registration
Spend 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
Welcome, thanks and an introduction to what we can expect for the weekend from the Estate Management Network’s Executive Director, Kimberly Varney.
Kimberly Varney
Defining a Luxury Expereince
As 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.
Stacey Veden
Trending - Residential Hospitality | Live Easemakers Podcast
The 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.
Kristin Twiford
Hannah Loudin
Lunch
Take 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
As 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.
Colleen Boyle
Bucky Worboys
Outsourcing Essential Services: Working With Management Companies
There 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.
Joseph Barber, CAM
Insure and Protect: Covering the UHNW Lifestyle
With 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.
Andrea R. Bustamante
Kim Dandrea
Wayne DeCoste
Industry Partner Reception
Every 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.
Sunday, Feb 18 2024
Brunch
Attendees 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
We’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.
Joanie Veage
Stacey Veden
Christopher Milu
Staffing Design for Luxury Service
In 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.
Jennifer Laurence
Empowering Your Staff With the Training They Need to Succeed
John Christensen
Charles MacPherson
Candi Vajana
Break
Grab a coffee or macaron on the Vinoy Terrace Bar or at the their coffee shop, Lotties.
Beyond Skills: Teaching a Luxury Service Mindset
There 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.
Steven Ferry
Peter Colt Van Ryder
What is Luxury Service Worth?
Earlier 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.
Latricia Friend
Kimberly Varney
Negotiating Your Value
Whether 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.
Donna Shannon
Daniel Wood
Closing Networking
Meet 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.