Agenda

Hope you’re ready for a few action-packed days of Zywave updates, inspiration, community building, networking, music, food, and fun. Here’s a peek into what’s happening.
Breakout Registration
Some of the most exciting and unique activities at ZyFest will be our breakout sessions, done in a “choose your own adventure” style. Due to the nature of these activities, we need you to select one of your activities now. Please complete the breakout selection form by Thursday, July 28th. These sessions will fill up fast, so act now to get your top choice. Please complete the form even if one of these activities is not up your alley. Rest assured, we will have something for everyone. Here is a preview of your choices:
- Don’t Rock the Boat – Jump in a dragon boat filled with 20 members of Team Z and get physical by paddling your way to the finish line. Yes, this is a real boat. Yes, you may get wet (ponchos provided).
- Let’s Get Trivial – Give your brain a workout in this knowledge extravaganza. (And hopefully, win some prizes.)
- Minute-to-Win-It Games – Teams will compete in a selection of fast and furious games.
- Strokes of Genius – Get your inner Bob Ross on, and get creative in this guided painting session.
- Z-Out/Chill – Think you want a break? Now’s the time.
Tuesday, August 2
Tuesday’s events start at 1 p.m. Please plan to stay for the entire day. Evening activities will end at 10 p.m.
Time/ Location | Title | Speaker | Description |
1:00 1:30 PM | ZyFest Welcome Address |
Jason Liu
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1:30 – 3:00 PM | State of the Company: H1 Review & H2 Preview | SLT |
Senior leadership to provide H1 recap and H2 preview of financials and pillar progress, as well as introduce the repositioned brand. And, time to celebrate some outstanding achievements from Team Z!
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3:10 – 4:00 PM | Breakout Sessions: Professional Growth | ||
Uline Stage | Time Management | Don Bailey, Bristlecone Partners and Zywave Advisory Board Member | Your time is your currency at work and home. Learn how to use time with purpose and essentialism to amplify your career and create a fulfilling an intentional life. |
US Cellular Tent | Data Security |
Jeremey Hagerman, Cisco Technical Security Architect
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Data security is top of mind for every business which relies on the judgement of each employee to assess risk on a daily basis. Learn how you can protect Zywave and our customers. |
North Market Tent |
Behind the Scenes with our Private Equity Partner
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Erik Hansen, Clearlake Capital | Our private equity investors, Clearlake Capital, shares details on the inner-workings of their private equity firm while providing insight into various investment structures. Come prepared with your questions! |
US Cellular stage |
Thriving through M&A
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Jennifer Fondrevay, Consultant and Founder of Day1 Ready
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Author of Now what? A Survivor’s Guide for Thriving Through Mergers & Acquisitions shares what it takes to successfully shift your perspective to embrace significant change or disruption as a result of merger & acquisitions.
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4:10 – 5:00 PM | Breakout Sessions: Professional Growth | ||
Uline Stage | Time Management | Don Bailey, Bristlecone Partners and Zywave Advisory Board Member | Your time is your currency at work and home. Learn how to use time with purpose and essentialism to amplify your career and create a fulfilling an intentional life. |
US Cellular Tent | Data Security |
Jeremey Hagerman, Cisco Technical Security Architect
|
Data security is top of mind for every business which relies on the judgement of each employee to assess risk on a daily basis. Learn how you can protect Zywave and our customers. |
North Market Tent |
Behind the Scenes with our Private Equity Partner
|
Erik Hansen, Clearlake Capital | Our private equity investors, Clearlake Capital, shares details on the inner-workings of their private equity firm while providing insight into various investment structures. Come prepared with your questions! |
US Cellular Stage |
Thriving through M&A
|
Jennifer Fondrevay, Consultant and Founder of Day1 Ready
|
Author of Now what? A Survivor’s Guide for Thriving Through Mergers & Acquisitions shares what it takes to successfully shift your perspective to embrace significant change or disruption as a result of merger & acquisitions.
|
5:10 – 6:30 PM | Breakout Sessions: Team Building | Choose Your Own Adventure | |
Round dock waterside | Don’t Rock the Boat | Dragon Boat Racing |
Jump in a dragon boat filled with 20 members of Team Z and paddle your way to the finish line. Yes, this is a real boat. Yes, you may get wet (ponchos provided).
|
Large tent in US Cellular area | Strokes of Genius | Painting |
Get your inner Bob Ross on, and get creative in this guided painting session.
|
North Market Tent |
Let’s Get Trivial | Trivia |
Give your brain a workout in this knowledge extravaganza.
|
Grass field behind Registration | Minute to Win It | Minute-to-Win-It Games | Teams will compete in a selection of fast and furious games. |
6:30 – 7:30 PM | Dinner | ||
7:30 – 8:30 PM |
Lip Sync Battle
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Watch Zywave teams battle to see who can put on the best show. | |
8:30 – 10:00 PM |
Live Music
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Get ready for an amazing band that will get you moving, singing, dancing and plain ‘old having fun! | |
10:00 PM | ZyFest Closes |
Wednesday, August 3
Wednesday’s events start at 8:30 a.m. and conclude at 4:00 p.m.
Time/ Location |
Title |
Speaker |
Description |
8:30 – 9:30 AM |
Keynote Address: Breaking through Barriers in order to Become AN EXECUTIVE ATHLETE
|
Rian Doris |
Work smarter. Not harder. In this insightful session, you will hear about practical tools to ensure your biology works for you, rather than against you. You will learn: · The science-based approach to chronotyping yourself so you know what time of day is optimal for you to do various kinds of work · How to recapture wasted potential by learning to surf your biological rhythms · Actionable active recovery protocols to mitigate burnout, decrease overwhelm & improve well-being
|
9:30 – 10:00 AM |
Zywave Leadership Q&A |
SLT |
This is your chance to ask the Zywave Senior Leadership Team anything! If you want to know what Jason eats for breakfast – ask it. If you want to know what Rudy thinks the biggest challenge of the second half of 2022 will be – ask it. If you want to know Amanda’s favorite vacation spot – ask it. You get the picture. |
10:10 – 11:10 AM |
Breakout Sessions: Line of Business |
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Hosted by the segment leaders for each Line of Business, this session will focus on the cross-functional plan between Sales, Marketing and Product to drive more revenue, customer retention and satisfaction. Content includes product roadmap, key industry trends, and sales plays as well as our digital and demand gen efforts.
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Uline Stage |
EB |
Sales: Andrew Holmes Product: Rose Hancock Marketing: Bobby Schmidt |
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US Cellular Stage |
P&C |
Sales: Justin Oliva Product: Elio Mariani Marketing: Nicole Lopes |
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US Cellular Tent |
Carrier |
Sales: Neil Fisher Product: Mikhail Palatnik Marketing: Joe DeNucci |
|
North Market Tent |
HCM |
Sales: Mike Roy Product: TBD Marketing: Hayley Rickmeier |
|
11:20 – 12:20 PM |
Breakout Sessions: Personal Growth |
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|
Uline Stage |
Mindset |
Don Bailey, Bristlecone Partners and Zywave Advisory Board Member |
Your thoughts become your destiny. Earn how to set your mindset to drive personal growth and master the art and science of change. |
North Market Tent |
Financial Wellness |
Scott Schwartz and Dan DeDecker, Spectrum Investments |
Financial wellness is critical to your long term success. Invest in your personal wealth by understanding 401(k) investment basics and the latest market trends. |
US Cellular Tent |
Mental Health & Wellbeing |
Marissa Kalman, Executive Director – Wellness Council of Wisconsin |
Get comfortable discussing mental health challenges and breaking down the stigma by understanding the mental health continuum and exploring your own biases. Discover healthy self-care habits and tips for compassionate conversations. |
US Cellular stage |
How to Avoid Becoming a Former Rock Star |
Jennifer Fondrevay, Author of Now what? A Survivor’s Guide for Thriving Through Mergers & Acquisitions
|
Just as fast as your star can rise at work, it can fall. Explore what it takes to keep shining and perform at your personal best.
|
12:30 – 1:30 PM |
Lunch (and t-shirt pick up) |
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1:30-1:45 PM |
Company Photo |
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1:50 – 2:50 PM |
Breakout Sessions: Personal Growth |
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|
Uline Stage |
Mindset |
Don Bailey, Bristlecone Partners and Zywave Advisory Board Member |
Your thoughts become your destiny. Earn how to set your mindset to drive personal growth and master the art and science of change. |
North Market Tent |
Financial Wellness |
Scott Schwartz and Dan DeDecker, Spectrum Investments |
Financial wellness is critical to your long term success. Invest in your personal wealth by understanding 401(k) investment basics and the latest market trends. |
US Cellular Tent |
Mental Health & Wellbeing |
Marissa Kalman, Executive Director – Wellness Council of Wisconsin |
Get comfortable discussing mental health challenges and breaking down the stigma by understanding the mental health continuum and exploring your own biases. Discover healthy self-care habits and tips for compassionate conversations. |
US Cellular stage |
How to Avoid Becoming a Former Rock Star |
Jennifer Fondrevay, Author of Now what? A Survivor’s Guide for Thriving Through Mergers & Acquisitions
|
Just as fast as your star can rise at work, it can fall. Explore what it takes to keep shining and perform at your personal best.
|
3:00 – 3:45 PM |
Customer Panel and Q&A |
Moderated by Heather Guntrum |
Hear from key customers about hot topics impacting our industry. |
3:45 – 4:00 PM |
Closing Remarks |
Jason Liu |
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4:00 PM |
ZyFest Closes |
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