ESTATE MANAGEMENT CONFERENCE 2024

The Agenda

February 16 - February 18, 2024
Friday, Feb 16, 2024
6:00 PM - 8:00 PM Stella Meeting Room & Veranda Bar

REGISTRATION

If you're arriving Friday evening, check-in upstairs in the Stella room and then meet up with fellow attendees at the Veranda Bar.

Saturday, Feb 17, 2024
9:00 AM - 10:00 AM Mirror Lake C

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.

10:00 AM - 10:15 AM Mirror Lake C

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

10:15 AM - 11:15 AM Mirror Lake C

Defining The Luxury Experience

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 Stacey Veden will also share the company’s recent expansion into luxury residential services.

Stacey Veden

11:15 AM - 12:15 PM Mirror Lake C

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 hospitality and how Estate Managers can bring some of these luxury hospitality elements into a home.

Kristin Twiford

Hannah Loudin

12:15 PM - 1:00 PM Vinoy Resort and Hotel

Lunch

Take your pick of the Vinoy’s selection of restaurants and cafes: Lotties, the Terrace Bar, Paul’s Landing, or Parasol for lunch.

1:15 PM - 2:15 PM Mirror Lake C

Buying and Selling Luxury Assets

As Estate Managers, we’re often asked to buy, and sell ultra-high-value collectable assets such as art, cars, jewelry, watches, and wine. There are times when it’s essential to reach a preferred marketplace or buyer and to have access to the information needed to facilitate a responsible transaction. Understanding value and the global market is essential for making the best decisions around the acquisition and disposition of luxury passion assets. We’ll meet two top luxury resources who should be your go-to contacts.

Colleen Boyle

Bucky Worboys

2:15 PM - 3:15 PM Mirror Lake C

Outsourcing Essential Management Services - Private Aviation

Managing a private plane or fleet of aircraft needs timely and meticulous attention to detail; often more than an Estate Manager can commit to. Joe Barber will deliver insight on various private aviation solutions, their associated costs, and a few nuances that will help you make more informed decisions. He will provide the essentials of Aircraft Management and some of the advantages of outsourcing this service, as well as provide a glimpse into the legacy of Clay Lacy's legendary history of service.

Joseph Barber, CAM

3:15 PM - 4:15 PM

Outsourcing Essential Management Services - Human Resources

We’ll hear from the leading private service industry human resources provider, GTM Payroll, about why an Estate Manager or Family Office should consider outsourcing HR. Lisa Petrello will discuss personnel management, legal issues, and compliance along with some of the support services they provide such as candidate screening, onboarding employees, and benefits management in addition to payroll and HR.

Lisa Petrello

4:15 PM - 4:30 PM Vinoy

Break

4:30 PM - 5:30 PM Mirror Lake C

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

6:00 PM - 8:00 PM Mezzanine Terrace

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
9:00 AM - 10:15 AM Cassis

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.

10:30 AM - 12:00 PM Mirror Lake C

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

12:00 PM - 12:15 PM

Break

12:15 PM - 1:15 PM Mirror Lake C

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

1:15 PM - 2:15 PM Mirror Lake C

Empowering Your Staff With the Training They Need to Succeed

Whether your staff is brand new to the industry, new to your property, or a seasoned veteran of private service, quality training and ongoing professional development are essential. We'll hear from three top providers of industry-specific educational programs.

Adrienne Gang

Charles MacPherson

Candi Vajana

2:15 PM - 2:45 PM Vinoy

Break

Grab a coffee or macaron on the Vinoy Terrace Bar or at the their coffee shop, Lotties.

3:00 PM - 4:00 PM Mirror Lake C

Beyond Hard 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 hard skills and experience; private staff need to understand a luxury environment and how to present themselves in an UHNW residence. Three industry experts will share their strategies and provide resources for training your staff.

John Christensen

Steven Ferry

Peter Colt Van Ryder

4:00 PM - 5:00 PM Mirror Lake C

What is Luxury Service Worth?

There are multiple factors that determine the compensation for a role; personal preferences, professional experience, and local markets. We'll discuss those factors, how one determines their personal value, and what we're seeing in the industry.

Latricia Friend

Kimberly Varney

5:00 PM - 6:00 PM Mirror Lake C

Negotiating Your Value

Whether it's time for your year-end raise review, you're engaged in a job search, or you need to illustrate the value of your team, you should know how to negotiate the highest and best compensation.

Kelly Dixon

Donna Shannon

Daniel Wood

6:00 PM - 7:00 PM Paul's Landing

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.