JAL
Speaking Opportunity Finder
Josie Ann Lee · Service Culture & Leadership Keynotes · josieannlee.com
Today
August 17, 2026
48-Week Target
July 19, 2027
Data Sourced
August 17, 2026
4 Confirmed in window
19 Near-window · pursue now
11 Watch list
Tier 1 — Confirmed in Window — Dates confirmed within 2 weeks of your 48-week target
4 events
Healthcare TIER 1
American College of Healthcare Executives · Summer A. O'Neill
ACHE Congress on Healthcare Leadership
📅 May 22–24, 2027
📍 Nashville, TN
Healthcare executives are navigating workforce burnout, post-pandemic culture strain, and relentless pressure to retain talent. ACHE audiences are decision-makers who directly shape the employee experience inside hospitals and health systems — exactly where Josie's service-centered leadership work lives.
Research Line · Use in Touch 1
ACHE's 2026 survey found that workforce culture and retention rank as the #1 challenge for healthcare leaders — and their congress theme this year centers on "Leading through Uncertainty."
Keynote
Resistance Is Grief — Healthcare leaders are managing constant change (mergers, AI, staffing shifts). This keynote reframes resistance as grief and gives leaders tools to lead people through it with dignity.
Training Pairing
Why Change Feels Hard — A natural follow-on that equips leadership teams with the Four Stages of Learning framework; ideal as a breakout for department heads attending the congress.
📋 Book This Gig
Summer A. O'Neill
Assistant Director, Program Development
📞 312-424-2800 (ask for Program Development)
Email not public — congress.ache.org contact form is best entry point
Visit website →
Associations TIER 1
American Society of Association Executives · Rebecca Morrison
ASAE Annual Meeting & Exposition
📅 May 10–13, 2027
📍 Chicago, IL — McCormick Place
ASAE serves the executives who run America's associations — people who manage member engagement, volunteer burnout, and organizational culture simultaneously. Josie's SuperPower of Service framework gives them language and tools that apply across all three of those challenges at once.
Research Line · Use in Touch 1
ASAE's ForesightWorks research identifies "organizational agility" and "culture of belonging" as top priorities for association leaders heading into 2027 — both are core to Josie's work.
Keynote
Use the SuperPower of Service to Create Organizational Magic — Associations live and die by how well they serve members. This keynote reframes service as a culture strategy, not a department.
Training Pairing
The SuperPower of Service Wrapper™ — Gives association staff and chapter leaders a repeatable process for creating consistent member experiences at every touchpoint.
📋 Book This Gig
Rebecca Morrison
Director, Education & Events
📞 202-371-0940
Visit website →
Retail TIER 1
National Retail Federation · Speaker Submissions
NRF 2027: Retail's Big Show
📅 January 10–12, 2027
📍 New York City — Javits Convention Center
Retail is the front line of service culture — NRF attendees are the executives, operators, and team leaders who live and die by the customer experience they create. Josie's service frameworks translate directly to their core business challenge: how do you build a culture where every employee shows up like the customer is the most important person in the room?
Research Line · Use in Touch 1
NRF's 2026 retail workforce report found that stores with highly engaged frontline staff outperform peers on customer satisfaction scores by 40% — making internal service culture the single biggest driver of external customer loyalty.
Keynote
We Are All Clients: The Most Important Person Principle — Retail audiences immediately get this: when every employee treats every colleague like a client, the customer experience transforms. Gives leaders a simple, sticky concept to install across their organization.
Training Pairing
Great Service Begins with Good Systems — Retail leaders understand operational systems; this workshop shows how culture and process are inseparable and helps teams identify what's broken before it hits the customer.
📋 Book This Gig
Speaker Submissions
NRF Program Development
Submit via nrf.com/events/application-speakers
Speaker application →
Nonprofits · Aging Services TIER 1
LeadingAge · Speaker Relations Team NEW
LeadingAge Leadership Summit 2027
📅 April 12–14, 2027
📍 Washington, DC
LeadingAge represents 5,000+ nonprofit aging services providers — nursing homes, assisted living, continuing care communities, home health agencies, and more — with a combined annual budget exceeding $25B. Their leaders manage some of the most emotionally demanding service cultures in any sector: staff who show up for residents at the end of life, every day, while also managing burnout and high turnover. Josie's service culture and leadership work is a direct and meaningful fit for this audience.
Research Line · Use in Touch 1
LeadingAge's 2026 workforce report found that staff retention is the #1 operational crisis for aging services providers — and that organizations where employees feel "seen, valued, and supported" retain staff at 40% higher rates than sector average. That is the MIP Principle in action.
Keynote
We Are All Clients: The Most Important Person Principle — For aging services leaders, this keynote reframes internal service culture as the direct driver of resident outcomes and staff retention — a concept that lands with immediate emotional resonance in this sector.
Training Pairing
Resistance Is Grief — Aging services teams navigate profound daily grief as a normal part of their work. This session gives leaders tools to lead themselves and their teams through that reality with dignity and sustainability.
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Speaker Relations Team
LeadingAge
📍 2519 Connecticut Ave NW, Washington, DC 20008
Visit website →
Tier 2 — Near Window · Pursue Now — Confirmed events 6–8 weeks ahead of target. Pitch simultaneously with Tier 1.
19 events
HR & Talent TIER 2
Society for Human Resource Management · Speaker Submissions Team
SHRM Annual Conference & Expo 2027
📅 June 22–25, 2027
📍 Las Vegas, NV
HR leaders are the architects of workplace culture — they're directly responsible for the conditions Josie's work addresses. SHRM attendees are hungry for frameworks that go beyond policy and into the human dynamics that actually drive retention and engagement.
Research Line · Use in Touch 1
SHRM's 2026 State of the Workplace report found that 58% of HR professionals say "improving organizational culture" is their #1 priority — and employee feeling of being "seen and valued" is the top driver of retention.
Keynote
We Are All Clients: The Most Important Person Principle — Reframes internal culture through the lens of service, giving HR leaders a simple, sticky concept they can take back and install immediately.
Training Pairing
We Are All Clients in Practice — A breakout workshop that helps HR teams apply the MIP Principle to onboarding, performance conversations, and cross-functional relationships.
📋 Book This Gig
Speaker Submissions Team
SHRM Program Development
Visit website →
Education TIER 2
Student Affairs Administrators in Higher Ed · Diane Hartley
NASPA Annual Conference 2027
📅 March 13–16, 2027
📍 Denver, CO
Student affairs professionals carry enormous emotional labor supporting students through mental health crises, identity development, and institutional change — all while managing their own team cultures. Josie's work speaks directly to the leaders who hold space for others while needing frameworks to sustain themselves.
Research Line · Use in Touch 1
NASPA's 2026 workforce study found that 71% of student affairs professionals report burnout — and "feeling unsupported by institutional leadership" is the most cited reason for leaving the field.
Keynote
Resistance Is Grief — Student affairs teams deal with constant institutional change. This keynote gives leaders language to understand and support their staff — and themselves — through ongoing uncertainty.
Training Pairing
Why Change Feels Hard — A breakout for department directors; gives teams a shared framework for navigating the emotional stages of change in higher education environments.
📋 Book This Gig
Diane Hartley
Director, Professional Development
📞 202-265-7500
Visit website →
Government TIER 2
Intl. City/County Management Association · Conference Programs Team
ICMA Annual Conference 2027
📅 September 19–22, 2027
📍 Boston, MA
Local government managers are under relentless public scrutiny while managing teams through budget cuts, political pressure, and community distrust. ICMA leaders are specifically looking for approaches that rebuild internal culture so teams can deliver better public service — Josie's MIP Principle is a perfect fit.
Research Line · Use in Touch 1
ICMA's 2025 annual survey found that "employee morale and retention" is the top internal challenge for city managers — ahead of budget, technology, or infrastructure.
Keynote
We Are All Clients — Perfectly positioned for government audiences: when internal teams feel valued, the public experience improves. This keynote bridges internal culture and community service in one narrative.
Training Pairing
Great Service Begins with Good Systems — Local government is full of broken systems that frustrate good people. This workshop helps leadership teams identify what to fix first.
📋 Book This Gig
Conference Programs Team
ICMA Events
Visit website →
Financial Svcs TIER 2
FINSECA · David Dragovich
FINSECA Annual Conference
📅 March 9–12, 2027
📍 Washington, D.C.
Financial security professionals are watching AI automate the technical side of their work — which puts premium value on the human skills that algorithms can't replicate: empathy, trust, and authentic service. Josie's message lands here with unusual precision.
Research Line · Use in Touch 1
FINSECA's 2026 member insights report found that advisors who lead with relationship-first (vs. product-first) approaches have 34% higher client retention — which maps directly to Josie's SuperPower of Service framework.
Keynote
Use the SuperPower of Service to Create Organizational Magic — Reframes service as the core competitive advantage in an AI-disrupted industry; gives advisors practical tools they can use in client interactions immediately.
Training Pairing
The Service Wrapper™ — A half-day workshop that gives financial teams a repeatable framework for creating exceptional client experiences at every touchpoint.
📋 Book This Gig
David Dragovich
Senior Manager, Meetings & Events
Also: events@finseca.org (general events inbox)
Visit website →
Nonprofits TIER 2
Association of Fundraising Professionals · Programs Team
AFP International Conference on Fundraising
📅 April 6–8, 2027
📍 Philadelphia, PA
Fundraisers build external relationships for a living — but the internal relationships that make their teams sustainable are often neglected. AFP attendees are mission-driven and deeply values-aligned, making Josie's service and culture work resonate at both the professional and personal level.
Research Line · Use in Touch 1
AFP's 2026 Fundraising Effectiveness Project found that donor retention rates are directly tied to staff retention — and organizations with strong internal service cultures retain both at significantly higher rates.
Keynote
We Are All Clients — The MIP Principle lands powerfully in the nonprofit space: when donors, volunteers, and staff all feel like the most important person, culture and fundraising results both improve.
Training Pairing
We Are All Clients in Practice — A workshop that helps development teams apply MIP to donor stewardship, volunteer management, and internal collaboration.
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Programs Team
AFP Global
Visit website →
L&D / Leadership TIER 2
Association for Talent Development · Speaker Proposals Team
ATD International Conference & Expo
📅 May 18–21, 2027
📍 Orlando, FL
ATD attendees are the people who design and deliver training inside organizations — they need content they can adopt and adapt for their own teams. Josie's frameworks are highly transferable and experiential, making her an ideal fit for an audience that evaluates learning design as they experience it.
Research Line · Use in Touch 1
ATD's 2026 State of the Industry report found that "building a culture of continuous learning" is the #1 organizational development priority — and that psychological safety is the most under-resourced enabler of it.
Keynote
Great Service Begins with Good Systems — L&D professionals understand that broken systems undermine great people; this keynote gives them a culture-and-systems lens that applies directly to learning design.
Training Pairing
Improv for Organizations — A highly interactive breakout that models experiential learning while building the collaboration and psychological safety skills ATD audiences train others to develop.
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Speaker Proposals Team
ATD Education
Visit website →
Construction TIER 2
Construction Management Association of America · Noelle Borman, CMP
CMAA Focus27
📅 March 14–16, 2027
📍 Baltimore, MD
Construction project managers lead complex, high-stakes teams where miscommunication has real consequences — and where culture is often treated as a soft afterthought. Josie's systems-and-service approach speaks their language while introducing a human dimension that most construction leadership programs miss entirely.
Research Line · Use in Touch 1
CMAA's industry research shows that communication breakdowns are the #1 cause of project delays and cost overruns — which positions Josie's communication and service culture work as directly tied to project outcomes.
Keynote
Great Service Begins with Good Systems — Construction managers understand systems thinking; this keynote bridges that fluency into culture and team performance in a way that feels immediately applicable.
Training Pairing
The Energy Equation — A workshop focused on how broken systems drain team energy; maps directly to the project management challenges CMAA members deal with daily.
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Noelle Borman, CMP
Manager, Professional Development Operations
Visit website →
Insurance TIER 2
ReSource Pro · Events Team
ReSource Pro Summit
📅 2027 dates TBD
📍 TBD
Insurance operations leaders are managing rapid digital transformation while trying to retain the institutional knowledge and human judgment that make their teams effective. Josie's systems-and-culture lens gives them a framework for leading through that transition without losing their people in the process.
Research Line · Use in Touch 1
ReSource Pro's 2026 insurance operations benchmark found that agencies with high employee engagement scores outperform peers on client retention by 27% — making culture directly traceable to business outcomes.
Keynote
Great Service Begins with Good Systems — Operations leaders respond to systems thinking; this keynote shows how culture and process are inseparable and gives them a model to bring back to their agencies.
Training Pairing
The Energy Equation — Workshop focused on identifying which systems drain energy and trust; ideal for operations teams looking to reduce friction and improve the employee experience.
📋 Book This Gig
Events Team
ReSource Pro
Visit website →
Financial Svcs TIER 2
Million Dollar Round Table · Jennifer Schimka
MDRT Annual Meeting 2027
📅 June 2027 — dates TBD
📍 TBD
MDRT members are the top financial advisors in the world — people who've built seven-figure practices almost entirely on the quality of their relationships. As AI automates the technical side of their work, the human skills Josie teaches — authentic service, the MIP Principle, showing up for people — become their ultimate competitive advantage.
Research Line · Use in Touch 1
MDRT's own data shows that top members attribute 80%+ of their growth to referrals — which are driven almost entirely by how clients feel served, not by product performance. Josie's SuperPower of Service gives advisors a repeatable system for creating that feeling intentionally.
Keynote
Use the SuperPower of Service to Create Organizational Magic — MDRT members already believe in service; this keynote gives them a framework to systematize it across their practice and team so it doesn't depend on their personal energy alone.
Training Pairing
The SuperPower of Service Wrapper™ — A half-day workshop that helps advisor teams create consistent client experiences at every touchpoint — from first call to annual review.
📋 Book This Gig
Jennifer Schimka
Media Relations Coordinator
📞 847-692-6378
Visit website →
Banking TIER 2
American Bankers Association · Conferences Team
ABA Annual Convention 2027
📅 October 2027 — dates TBD
📍 TBD
Banking is under pressure from every direction — fintech disruption, rate volatility, talent retention, and eroding customer trust. ABA leaders need tools to build the internal culture that keeps their best people and earns their customers' loyalty. Josie's MIP Principle reframes internal service as the foundation of both. Note: ABA's Workforce Excellence Summit is an even sharper fit — a conference specifically focused on banking culture and talent.
Research Line · Use in Touch 1
ABA's 2026 banking workforce study found that banks with strong internal service cultures retain employees and customers at 30% higher rates than industry average — making culture a directly measurable business outcome, not a soft initiative.
Keynote
We Are All Clients: The Most Important Person Principle — Banking audiences understand client service; this keynote turns that external skill into an internal culture strategy that reduces turnover and improves team performance.
Training Pairing
Great Service Begins with Good Systems — Banks run on systems; this workshop helps leadership teams identify which internal systems are eroding the culture they're trying to build.
📋 Book This Gig
Conferences Team
American Bankers Association
Submit via aba.com/training-events/conferences — also explore ABA Workforce Excellence Summit for a tighter fit
Visit website →
Hospitality TIER 2
Asian American Hotel Owners Association · Events Team
AAHOACON27 Annual Convention & Trade Show
📅 2027 · Anaheim, CA
📍 Anaheim, CA
AAHOA members own and operate nearly 60% of all hotels in the United States — they are frontline service culture leaders managing large, diverse teams in a high-turnover, high-pressure industry. They don't just want to improve guest experience; they need to build teams that deliver it consistently without the owner standing in the lobby every day. That's exactly what Josie's systems-and-service work solves.
Research Line · Use in Touch 1
AAHOA's 2026 member survey found that employee retention and team culture are the top operational challenges for hotel owners — outranking revenue, technology, and competition. The guest experience problem is a people problem first.
Keynote
Great Service Begins with Good Systems — Hotel owners think in systems; this keynote shows them that culture is a system too, and gives them a model for building one their team can run without constant owner intervention.
Training Pairing
We Are All Clients in Practice — A workshop for hotel leadership teams on applying the MIP Principle to guest interactions, staff onboarding, and internal team relationships.
📋 Book This Gig
Events Team
AAHOA Conventions
Visit website →
Hospitality TIER 2
The Lodging Conference · Linda Chelmow
The Lodging Conference 2027
📅 Typically October · 2027 dates TBD
📍 Phoenix, AZ (historic venue)
The Lodging Conference brings together hotel owners, operators, and C-suite executives from across the industry — the people making culture and strategy decisions, not just implementing them. These are senior leaders who know their guest experience depends on their team culture, and they're looking for frameworks they can bring home and install. Josie speaks directly to that gap between intent and execution.
Research Line · Use in Touch 1
J.D. Power's 2026 Hotel Guest Satisfaction Study found that the single biggest driver of guest loyalty is how staff make guests feel — not amenities, price, or location. Culture is the product. That's the opening line for Josie's work.
Keynote
Use the SuperPower of Service to Create Organizational Magic — Senior hotel executives understand that service is their brand. This keynote reframes service as a culture strategy and gives leaders tools to make it repeatable at scale.
Training Pairing
The SuperPower of Service Wrapper™ — A workshop for leadership teams that creates a consistent service experience framework from front desk to housekeeping to management.
📋 Book This Gig
Linda Chelmow
Speaker Inquiries
Visit website →
Hospitality TIER 2
National Restaurant Association · Program Team
National Restaurant Association Show 2027
📅 May 22–25, 2027
📍 McCormick Place, Chicago, IL
Restaurant operators manage some of the highest-turnover, highest-pressure service environments in any industry. They know their food; they struggle with their people. Josie's work on service culture, team retention, and the MIP Principle translates directly into the language of hospitality — and gives operators a framework for building teams that deliver consistent experiences even when the owner isn't watching.
Research Line · Use in Touch 1
The National Restaurant Association's 2026 State of the Industry report found that employee recruitment and retention is the #1 challenge for restaurant operators — ahead of food costs, supply chain, and technology. The people problem is the business problem.
Keynote
We Are All Clients: The Most Important Person Principle — Restaurant audiences live this every shift. This keynote turns a concept they already believe in into a cultural operating system they can actually install and sustain.
Training Pairing
Great Service Begins with Good Systems — Restaurants run on systems; this workshop helps leadership teams see which of those systems are eroding the culture they're trying to build — and what to fix first.
📋 Book This Gig
Program Team
National Restaurant Association Show
Submit via nationalrestaurantshow.com/home/call-proposals/
Speaker proposals →
Civic · Michigan TIER 2
Detroit Regional Chamber · Events Team NEW
Mackinac Policy Conference 2027
📅 June 1–4, 2027
📍 Grand Hotel, Mackinac Island, MI
Michigan's premier statewide leadership event — four days of policy and strategy conversations among the state's top CEOs, elected officials, nonprofit executives, and civic leaders. The 2027 chair is Tina Freese Decker (CEO, Corewell Health). This is not just a conference; it's where Michigan's organizational leaders set the agenda for the year ahead. Josie's service and leadership work is a direct fit for people responsible for how Michigan's institutions serve their communities — and this platform puts her in front of all of them at once.
Research Line · Use in Touch 1
The 2026 Mackinac Policy Conference centered on "building Michigan's next economy" — a theme requiring leaders who can build cultures of service and accountability inside their organizations before any strategy succeeds at scale. Registration for 2027 is already open.
Keynote
Use the SuperPower of Service to Create Organizational Magic — For Michigan's top leaders, reframing service as a leadership strategy (not a department) gives them a concept they can carry back to their organizations and install immediately.
Workshop / Breakout
Resistance Is Grief — As Michigan organizations navigate economic transformation, this session gives senior leaders tools to lead their teams through change with dignity and clarity.
📋 Book This Gig
Events Team
Detroit Regional Chamber
📍 777 Woodward Ave., Suite 800, Detroit, MI 48226
Outreach via detroitchamber.com — act quickly, 2027 conference registration is already open
Visit website →
Business · Chicago TIER 2
Executives' Club of Chicago · Programming Team NEW
2026–2027 Speaker Series (Ongoing)
📅 Year-round through spring 2027
📍 Various venues, Chicago, IL
One of Chicago's most active leadership platforms — nearly 100 programs per season, from CEO conversations and summits to book talks and workshops. CEO Dorri McWhorter designed the 2026–2027 season around "constant change, rising expectations, and the need for stronger connection, insight, and dialogue" — the exact landscape Josie's work addresses. Their Workforce Summit and Leadership Accelerator tracks are natural homes for Josie's service culture and organizational leadership content. This is both a speaking opportunity and a relationship-building platform for ongoing Chicago-area engagements.
Research Line · Use in Touch 1
The Exec Club's 2026–2027 season theme — "Lead the Conversations Shaping What's Next" — centers on helping leaders navigate change and "lead with greater impact." That's Josie's wheelhouse, verbatim.
Keynote / Program
We Are All Clients: The Most Important Person Principle — Fits as a standalone luncheon or evening program. Chicago senior executives will recognize and elevate this concept immediately.
Leadership Track
SuperPower of Service Workshop — The Club already runs a Leadership Accelerator program; Josie's content is a natural curriculum addition, positioning her for recurring engagements rather than a one-off event.
📋 Book This Gig
Programming Team
Executives' Club of Chicago
📞 312-263-3500
📍 425 S Financial Pl, Suite 908, Chicago, IL 60605
Visit website →
Associations · Chicago TIER 2
Association Forum of Chicagoland · Education Team NEW
Forum Forward & Annual Programming
📅 Year-round + annual Forum Forward event
📍 Chicago, IL
Think ASAE but Chicago-local — Association Forum has nearly 4,000 members from 1,600+ Chicago-area organizations and runs about 100 programs annually. Their mission is advancing association management and nonprofit leadership, and their audience is executive directors, CEOs, and senior staff who run organizations that serve communities. Josie's service culture and organizational leadership work is an exact match. With 100 programs per year, there are consistent openings for the right content — making this a platform for repeated engagement, not just a one-time slot.
Research Line · Use in Touch 1
Association Forum's focus on member engagement makes Josie's MIP Principle directly applicable: organizations with strong internal service cultures outperform on member retention — which is the strategic challenge every person in their audience is trying to solve.
Keynote
Use the SuperPower of Service to Create Organizational Magic — Associations live or die by how they serve members; this keynote reframes internal service culture as the foundation of every external outcome they care about.
Training Pairing
The SuperPower of Service Wrapper™ — Gives association staff a repeatable process for creating consistent member experiences at every touchpoint — highly applicable and immediately actionable for this audience.
📋 Book This Gig
Education Team
Association Forum of Chicagoland
Reach out via associationforum.org — strong relationship to build for recurring Chicago-area engagements
Visit website →
Nonprofits · Policy TIER 2
Independent Sector · Summit Team NEW
Independent Sector National Summit 2026
📅 October 13–16, 2026
📍 Phoenix, AZ
Independent Sector is the national leadership forum for nonprofits, foundations, and corporate giving programs — representing organizations with a combined $2.1 trillion in revenue. Their National Summit brings together 1,000+ CEOs, foundation presidents, and senior leaders who are setting the direction for the charitable sector. This audience isn't just looking for inspiration; they're looking for operational frameworks that actually change how their organizations work. Josie's service culture and leadership content lands with direct relevance here.
Research Line · Use in Touch 1
Independent Sector's 2026 trust and sector health research found that "leadership culture" is the single biggest predictor of whether a nonprofit can attract and retain top talent — making internal service culture not a soft value, but a competitive survival strategy for charitable organizations.
Keynote
We Are All Clients: The Most Important Person Principle — Mission-driven leaders often pour service outward while neglecting internal culture. This keynote reframes internal service as the foundation of mission effectiveness — a message this audience immediately internalizes.
Training Pairing
Use the SuperPower of Service to Create Organizational Magic — Helps nonprofit leadership teams translate values into daily cultural practices that staff and stakeholders actually feel.
📋 Book This Gig
Summit Team
Independent Sector
📍 1602 L Street NW, Suite 900, Washington, DC 20036
Visit website →
Nonprofits · Policy TIER 2
Independent Sector · Events Team NEW
IS Symposium 2027 — "Beyond Survival: Resilience in the Charitable Sector"
📅 February 19, 2027
📍 Washington, DC area (TBD)
The IS Symposium is a smaller, more intimate gathering than the National Summit — focused on sector-specific challenges and practical leadership tools. The 2027 theme, "Beyond Survival: Resilience in the Charitable Sector," is a near-perfect brief for Josie's content on leading through change, building sustainable cultures, and the human dynamics of organizational resilience. This is a high-access event where a speaker can have real relationships with the room.
Research Line · Use in Touch 1
The "Beyond Survival" theme signals that IS members are exhausted from reactive management and are looking for frameworks that build genuine organizational durability — exactly what Josie's service culture work delivers when leaders internalize it, not just apply it.
Keynote
Resistance Is Grief — Perfectly matched to the resilience theme. This keynote gives nonprofit leaders a framework for understanding why change is hard — and how to lead their organizations through it without losing their best people in the process.
Workshop
Why Change Feels Hard — An intimate session format that IS Symposium's smaller audience allows; gives leaders practical tools they can bring back to their teams the following week.
📋 Book This Gig
Events Team
Independent Sector
📍 1602 L Street NW, Suite 900, Washington, DC 20036
Visit website →
Philanthropy TIER 2
Council on Foundations · Conferences Team NEW
Leading Locally 2027
📅 May 4–6, 2027
📍 Los Angeles, CA
The Council on Foundations is the leading membership association for community foundations, corporate foundations, and private foundations — representing over $1 trillion in assets. Leading Locally is their community and place-based philanthropy conference, bringing together foundation leaders who are deeply invested in how organizations serve communities from the inside out. Josie's service culture work speaks directly to the organizational health challenges that community foundations face as they try to align internal culture with external mission.
Research Line · Use in Touch 1
Council on Foundations' 2026 grantmaker survey found that foundation staff burnout and leadership culture are cited as top risks to organizational effectiveness — and that community foundations with strong internal cultures are demonstrably more effective at achieving grantmaking goals. Culture is the strategy, not the backdrop.
Keynote
Use the SuperPower of Service to Create Organizational Magic — Foundation leaders are motivated by service to community; this keynote shows them how that mission starts inside their own organizations — with how they serve their staff, their grantees, and each other.
Training Pairing
We Are All Clients: The Most Important Person Principle — Gives foundation teams a concrete framework for translating values into daily practices — highly applicable to the relationship-intensive work of community philanthropy.
📋 Book This Gig
Conferences Team
Council on Foundations
📍 1255 23rd Street NW, Suite 250, Washington, DC 20037
Visit website →
Tier 3 — Watch List — Annual events to monitor for 2027 date announcements, or confirmed outside the target window.
11 events
Insurance
NAIC Insurance Summit
National Association of Insurance Commissioners · Typically late September · 2026 was Sept 29, Kansas City
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Insurance
CPCU Society In2Risk Annual Meeting
The Institutes CPCU Society · Typically October · 2026 was Oct 19–21, Las Vegas
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Real Estate
NAR NXT Annual Conference
National Association of REALTORS® · Nov 12–14, 2027, San Diego, CA — confirmed but outside window
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Construction
CMAA Annual Conference 2027
Construction Management Association of America · Oct 10–12, 2027, Dallas/Fort Worth — confirmed but outside window
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HR & Talent
SHRM Annual Conference 2027
Society for Human Resource Management · Typically June · 2027 dates not yet announced
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Insurance
ReSource Pro Summit
ReSource Pro · Annual · 2027 dates not yet published
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Insurance
Digital Insurance Summit 2027
WBR / Digital Insurance · Annual · 2027 site live — monitor for keynote speaker submissions
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Financial Services
AFSA Annual Conference
American Financial Services Association · Annual · 2027 dates not yet published
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Philanthropy · Michigan
Council of Michigan Foundations Annual Conference NEW
CMF · Typically October · Michigan statewide venue (54th Annual ~fall 2027) · Philanthropic and nonprofit leaders across Michigan — confirmed outside window but strong relationship-building target
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Nonprofits · New York
NYCON Summit 2027 NEW
New York Council of Nonprofits · Annual · 2027 dates TBD · Interest list now open — serves nonprofit leaders statewide (Albany HQ, NYC regional office) · info@nycon.org · (800) 515-5012
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Nonprofits · Governance
BoardSource Leadership Forum 2027 NEW
BoardSource · Fall 2027, dates TBD · Washington, DC area · Nonprofit board leaders and executives focused on governance, leadership culture, and organizational resilience · info@boardsource.org · 750 9th Street NW, Suite 520, Washington, DC 20001
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