Give help and get help at the pre-conference huddle for C12 member marketing agencies
ConCurrent 25 is the pre-CURRENT huddle for owners and key players in digital marketing and creative services firms.
What is the theme for ConCurrent 25?
Our focus this year will be Creating Value. Are we capturing value through our marketing and sales efforts? Are we operating with excellence and delivering value for our clients? Are we wisely stewarding and building value in the agencies we will one day exit? And are we modeling values we want our team members to uphold?
In this action-packed one-day agenda, we’ll listen, share, and collaborate with brothers and sisters on similar journeys.
Where will we meet?
As is our custom at the in-person huddles, we take fun seriously, too. That’s why we’ll be meeting at Chicken N Pickle in Grapevine, TX, a short 12-minute drive from the Gaylord Texan. This place is waaaay better than a windowless meeting room! We’ll enjoy breakfast, lunch, afternoon beverages, a well-appointed meeting space, and, of course, pickleball! Whether you’re a serious pickler or don’t even know how to spell p-i-c-k-l-e-b-a-l-l, you’ll have a big time.
How much?
The ticket price for ConCurrent 25 is $275. No one makes any money from staging this event; we charge only what we need to cover the overhead of breakfast, lunch, the meeting space, and afternoon activities. Here’s what your ticket fee covers:
- Meeting venue
- Breakfast
- Lunch
- Pickleball equipment
- Tax and 20% gratuity
And here’s the real value you’ll receive:
- Real conversations with other agency leaders about creating value in your firm
- Shared learnings from peers who can provide specific insights grounded in experience
- The opportunity to not only give help, but get help
- A lot of fun, laughs, and perhaps pickleball bragging rights
AGENDA
Monday, April 21
|
6 p.m. |
Dinner at Gaylord or nearby |
|
8 p.m. |
Informal gathering at the lobby bar |
Tuesday, April 22
|
8:15 a.m. |
Depart Gaylord for Chicken N Pickle |
|
8:30 a.m. |
Breakfast at Chicken N pickle |
|
9 a.m. |
Who’s in the Room? |
|
9:30 a.m. |
The Generosity Mindset: How a Giving Spirit Can Fuel Your Agency’s Growth |
|
10:30 a.m. |
Break |
|
10:45 a.m. |
Show & Tell |
|
11:15 a.m. |
Roundtable: Agency Marketing |
|
12:00 p.m. |
Lunch at CNP |
|
1:00 p.m. |
Strategies to Increase Worth, Attract Buyers, and Future-Proof Your Agency |
|
2:15 p.m. |
Break |
|
2:30 p.m. |
Interview: The real ups and downs of planning for an exit with Ed Hastings, President & CEO of OHO |
|
3:00 p.m. |
Roundtable: Building Value In Our Agencies |
|
3:45 p.m. |
Wrap-up |
|
4-6 p.m. |
Pickleball at CNP |
FAQ
Who is ConCurrent for? Active C12 members in marketing, advertising, and creative services firms.
Can I bring a team member who is not an active C12 member? Yes, you are welcome to bring members of your leadership team, but they will need to agree to abide by C12’s confidentially agreement.
Do standard C12 meeting rules apply? Yes.
What is the dress code? We don’t have one.
Will it be worth the time and money? Yes. Breakfast, lunch, meeting space, and pickleball equipment are covered in the ticket price.
Does anyone make money from this event? No. We charge only what we need to cover the cost of the room, snacks, and beverages. Any leftover funds will be donated to the waitstaff at CURRENT.
I have a really big firm. Will I learn anything? Yes.
I have a really small firm. Will I learn anything? Yes.
REGISTER
The Generosity Mindset: How a Giving Spirit Can Fuel Your Agency’s Growth
Presented by Paul Clowe, NextAfter
For most, generosity is viewed as a nice by-product of success. If we’re successful, we have the opportunity to be generous with our wealth and enrich the lives of others. But what if we turned that traditional logic on its head? What if a Generosity Mindset is actually the underpinning of success?
A Generosity Mindset involves much more than writing a check to your favorite charity. It’s about adopting a servant’s heart in everything you do, from how you treat your employees and their families, how you interact with prospects, clients, and customers, how you relate to your vendors and industry partners, and yes, how you support your community and the many worthy causes in our world.
Paul will share from his varied background about his observations related to generosity in the workplace. It’s true that the prospect of giving before getting can be a daunting endeavor. But it does not have to be that way. In real-life examples, he’ll explore how generosity can lead to higher employee satisfaction, a healthy sales pipeline, happier clients & customers with better retention rates, and healthier industry partnerships. And all this is not done at the expense of profit margins, but rather promotes a stronger and more robust bottom line in the long term.
About Paul Clowe
As Chief Financial Officer for NextAfter, Paul provides the company with leadership in the areasof finance, operations, and event management. When he’s not knee-deep in spreadsheets, flowcharts and contracts, he’s having fun as the event planner for the Nonprofit Innovation Circleand the Nonprofit Innovation and Optimization Summit.
After achieving a degree in Finance from the University of West Florida, Paul began his careerat National Standard Parts Associates, a manufacturing firm in Pensacola, Florida. Here heobtained a wide variety of experience in accounting, research and development, marketing, andoperations – ultimately holding the position of Executive Vice President. While in Pensacola,Paul was heavily involved in a number of charitable pursuits, including the Sertoma Club and TheFlorida SpringFest – a music festival where he served as President of the Board of Directors.
An entrepreneurial spirit, Paul has launched several businesses over the years. He also workedfor over eight years at MECLABS, a marketing research institution where he was SeniorDirector of Business Operations. During that time, Paul was able to hone his passion foroptimization and continual improvement.
Now empty-nesters, Paul and his wife Karen live in McKinney, Texas where they try to keeptrack of five children and seven grandchildren in various cities across the US.
How to Build a Valuable Company: Strategies to Increase Worth, Attract Buyers, and Future-Proof Your Agency
Presented by Phil Daniels, ArkMalibu
Even if you’re not planning to sell right now, building value today ensures you’re prepared for whatever the future holds—whether it’s scaling for growth, planning a succession, or navigating a strategic exit. This session, presented by Phil Daniels of ArkMalibu, is tailored for agency owners and CEOs focused on creating thriving, high-value firms. As a former agency founder who has scaled, sold, and acquired firms, Phil will share first-hand experiences and insights into current market trends.
What You’ll Gain from the Session
- Create Lasting Value: Learn how to build a resilient, thriving company that attracts top buyers and stands the test of time, even if you’re not ready to exit yet.
- Why Buyers Pay Premiums: Discover the factors that make your company more valuable, including strong management, customer diversity, and a winning culture.
- Maximize Your Company’s Worth: Explore proven strategies to increase your business’s value, durability, and competitiveness in the market.
- Navigating Identity & Legacy: Prepare for the personal and emotional transitions involved in selling your business—manage your identity, protect your legacy, and find new opportunities after the sale.
This actionable and insightful session equips you with the tools to future-proof your agency, ensuring you’re ready for whatever path lies ahead.
About Phil Daniels
Phil Daniels is President – Indiana Region at ArkMalibu. As a four-time founder and five-time operator, Phil has notable operating experience across financial services, marketing, B2B technology and digital health. He also has subject matter expertise in go-to-market and culture development.
Phil operated advertising agency and marketing services platforms that have served over 300 brands that include Salesforce, McLaren Automotive, Nestle, and Chase Bank. His agency background also includes executing the integration of a platform roll-up strategy.
Phil also founded Springbuk, an enterprise health intelligence and analytics platform that serves Fortune 1000 employers and beyond. As a Board Member to the SaaS platform, Phil continues to influence the software company’s marketing, customer acquisition, and product development efforts.
His experience raising capital to operate and scale business keeps him as an active advisor to multiple institutional funds including Rally Ventures, Ivy Ventures, Heartland Ventures, and Prolific Capital.
As a two-time Inc. 500|5000 CEO and recipient of multiple awards, including “Top Company Culture” by Entrepreneur Magazine, Phil is an operating advisor to many services and technology companies nationally.
Phil’s brand strategy and consumer behavior expertise can be found in the recently published book, “Spiritugraphics, the Influence of Faith on Consumption and Why It Matters to Your Brand.”
As a former NBA ball boy, Phil is often on the sidelines of his two sons’ basketball games. He’s a Wisconsin Badger and member of YPO (Young Presidents’ Organization). When Phil isn’t building, advising, or investing in businesses, he can be found tuning his sommelier craft.