The Agenda

February 16 - February 18, 2024
Friday, Feb 16, 2024
6:00 PM - 8:00 PM Stella Lounge


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
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 - 10:30 AM Mirror Lake C


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

10:30 AM - 11:30 AM Mirror Lake C

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

11:30 AM - 12:30 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 service and how Estate Managers can bring some of these luxury elements into a home.

Kristin Twiford

Hannah Loudin

12:30 PM - 1:30 PM Vinoy Resort and Hotel


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

1:30 PM - 2:45 PM Mirror Lake C

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

2:45 PM - 4:00 PM Mirror Lake C

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

4:15 PM - 5:15 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 - 10:30 AM Cassis


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.

11:00 AM - 12:30 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

12:30 PM - 1:30 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

1:30 PM - 2:30 PM Mirror Lake C

Empowering Your Staff With the Training They Need to Succeed

John Christensen

Charles MacPherson

Candi Vajana

2:30 PM - 3:00 PM Vinoy Resort and Hotel


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 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

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

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

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

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

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.