As one of our most important events of the year, I’m excited to bring the entire team together to align on our vision, share key updates from across the business, and set the stage for another successful year.
The summit will be an opportunity for us to reflect on the incredible progress we’ve made, celebrate the amazing year we had in 2024, and look ahead to the many opportunities we have in front of us.
2025 Summit Agenda – Monday March 31st, 2025
| Travel Day – Staff Arriving in the QC | ||
| 5:30 PM | Cocktails, Appetizers, Dinner @ Foundry Restaurant (Same as last year) | |
2025 Summit Agenda – Tuesday April 1st, 2025
We are hiring a professional photographer to take a group staff photo, on Tuesday, as well as department photos and individual headshots.
The dress code for Tuesday is as follows:
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Black or Navy jacket or sweater with a light-colored shirt and coordinating bottoms.
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Gentlemen should wear ties.
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No prints or patterns; solid colors only.
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| 7:00 AM | Breakfast at the Cambria – (outside the meeting room) | ||
| Start Time | End Time | Presenter/Moderator | Topic 2025 |
| 6:00 | 8:00 | Professional Photographs | |
| 8:00 | 8:15 | Noreen | Welcome – Goals and Expectations of Summit |
| 8:15 | 8:45 | Introductions | |
| 8:45 | 9:45 | Noreen | Noreen – State of the Union |
| 9:45 | 10:00 | Short Break | |
| 10:00 | 10:30 |
Pat, Noreen, Kyler & Tara |
Current Status of EB-5 |
| 10:30 | 11:00 | Adam | Marketing Update |
| 11:00 | 12:00 | Neal & Matthew | NHK |
| 12:00 | 12:45 | Lunch | |
| 12:45 | 1:15 | Transportation to Figge or photo site | |
| 1:15 | 4:30 | Figge Photos and Experience | |
| 4:30 | 5:00 | Return to the Cambria | |
| 6:00 | Dinner and Fun at TBK Bett Plex | ||
2025 Summit Agenda – Wednesday April 2nd, 2025
Volunteer Day is scheduled for Wednesday, April 1st from 8:00 am to 12:00, with each team member able to choose which activities they’d most like to participate in. We’re excited to have the opportunity to come together as a team and make an impact in the community that many of us call home.
The following organizations are very excited to host us, and we are equally excited to support their unique and powerful missions: Gigi’s Playhouse, Arc of the Quad Cities and Habitat for Humanity (Quad Cities).
GiGi’s Playhouse
GiGi’s Playhouse offers free therapeutic, educational and research-driven programs to individuals of all ages with Down syndrome. Gigi’s Playhouse makes a lifetime commitment to changing lives and providing hope through a spectrum of programming.
Kyler James – Team Leader
Adam Gale
Adrian Garcia
Alexa Swanson Malhotra
Ashlee Chen
Carley Elkins
Cindy Tucker
Daniel Ryan
Darcel Shetter
Henry Lopez
Jenny Kolar
Kyle Mente
Laurel Cao
Neal Lee
Nikki Franks
Ranjeeta Prakash
Shayleen Adamson
Stacy McNamara
Yasmine Sebou
Youn Woong (Jake) Park
The Arc of the Quad Cities
The Arc was founded in 1952 by a group of parents of children with developmental disabilities who wanted their children’s abilities to be respected and their independence encouraged. The Arc’s work has expanded the opportunities available to people with intellectual and developmental disabilities.
Nick May – Team Leader (School)
Amy Seeman
Annette Lawrence
Bill Reilly
Brayden Gombert
Carilee Fore
Chase Wilbanks
Chris Dewitt
Garrett Connors
Emily Ade
Jenn Bowe
Jennifer Trinh
Katie Hebel
Kiel Kamin
Marilyn Manthe
Matthew Temple
Roshan Verma
Sarah Callaway
Sijie Liu
Tim Edwards
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Amy Goldsberry – Team Leader – (Warehouse)
Andrew McClarity
Cody Svejda
Doojin Lee
Evandro Fritas
Isa Vega Sanchez
Josh Wiley
Kenny Peng
Kevin O’Driscoll
Tara Moffit
Habitat for Humanity
Habitat for Humanity was organized in the Quad Cities in 1993 as a nonprofit organization with a mission to build strength, stability, and self-reliance through safe and affordable housing. Habitat for Humanity enables volunteers to participate in a range of activities aimed to revitalize our community and restore hope.
Vitaly Modlo – Team Leader
Anthony Frazier
Clayton Talton
Cody Svejda
Dulce Pollock
Jeremy Lenaerts
Joseph Loete
Julie Prichard
Ky Boyle
Marcoantonio Peña
Matthew Coffman
Nina Noel
Quinn Stevens
| 6:30 AM | Breakfast at the Cambria – (outside the meeting room) | ||
| Start Time | End Time | Presenter/Moderator | Topic 2025 |
| 7:15 | Depart at 7:15 – 7:30 for Volunteer Site | ||
| 8:00 | 12:00 | Volunteer Activities Confirmed: Gigi’s Playhouse – (Down Syndrome Care Facility) – 20 people. ARC of the QC (Disability Center) -34 people- Habitat for Humanity 10 to 15 people | |
| 12:30 | 1:30 | Lunch @ Cambria | |
| 1:30 | 2:30 | Matt, Ky, Garrett & Tim | Where do our clients come from. A comparison since the RIA – Discussion on emerging markets |
| 2:30 | 2:45 | Short Break | |
| 2:45 | 3:45 | Noreen, Neal, Garrett & Pam | Portfolio Team |
| 3:45 | 5:15 | Clay – HR 3:45 -4:15, Jenn – IT – 4:15-4:45, Stacy – Accounting 4:45 – 5:15 | Department Updates – HR – IT – Accounting |
| 5:30 | Iron Tee Golf – Dinner and fun | ||
2025 Summit Agenda – Thursday April 3rd, 2025
| 7:00 AM | Breakfast at the Cambria – (outside the meeting room) | ||
| Start Time | End Time | Presenter/Moderator | Topic 2025 |
| 8:00 | 9:00 | Tara, Pat, Neal, Noreen | Workouts |
| 9:00 | 9:45 | Matt H. & Roshan | Underwriting |
| 9:45 | 10:00 | Break | |
| 10:00 | 10:30 | Adam | Marketing Update |
| 10:30 | 11:00 | Pam, Tara and Clay | Update on Healthcare Benefits (Self Insurance) |
| 11:00 | 11:30 | Raymond | Swiss Co |
| 30 minute buffer | |||
| 12:00 | 12:45 | Lunch | |
| 12:45 | 1:45 | Open Forum with Staff – Questions & Brainstorming | |
| 1:45 | 2:00 | Noreen | Closing Remarks |
