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You are invited to attend the:
2009 IAPSP Inaugural Conference for Private Service
9-11 October 2009 | Dallas | Texas | USA
If you work in Private Service, this educational conference is specifically designed for you, with our sincere wish that you will be in attendance. Attending our vocational conference is equivalent to experiencing a live version of the benefits you receive as a member of our professional organization. These include access to:
- Professional Development
- Peer-to-Peer Networking
- Vendor & Industry Resources
- Current Advances in Your Field
- New Areas of Expertise
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We know that for many of you, your employers may have been watching their wealth shrink in recent months and that they are looking for ways to streamline costs associated with maintaining their estate and its personnel. Investing in training is one way to accomplish this goal. Attending this conference will enhance your expertise and help you assist them, while enhancing your skills at the same time. Ultimately, though, YOU must choose to invest in yourself and your education at our conference! The time is now, and you can be sure that you will receive a top-quality education and training through our interactive roundtables, workshops, keynotes, marketplace and networking offerings. We are confident that this three-day event, held over the weekend, is sure to re-energize you and increase your value in the workplace. Please open the “Workshops” section below to learn more about our current workshop and keynote topics!
The IAPSP is a non-profit organization for Private Service Professionals that is dedicated solely to you and the successful management of your estate. For years, many have dreamed of having the peer-to-peer contacts and resources that are at the center of the IAPSP. Supporting the IAPSP by attending its workshops and conferences provides you access to colleagues, mentors and leaders who can assist you in your professional development. It also funds other tangible benefits such as an interactive member website and the establishment of local chapters across the Country to create the needed and necessary peer-to-peer relationships required for us to thrive as true professionals.
The bottom-line is that we all want to gain knowledge and insight to better ourselves; no only for our own personal gratification, but also to provide better service to our Principals. The time has come for all of us to become part of the solution and work together to build an organization that promotes our professionalism, competence and standards while requiring it of those who represent us. We’re saving a place for you at the table; please reserve your place in Dallas now!
The IAPSP Conference Committee: David Bertnick, Dave Clark, Sayre Darling, Bobby Dean Phillips, George Mandas, Heather O’Hara, Erik Engstrom, Sandy Girvin, David W. Andrews, Michael Guckian, Heili Lehr, Lynnette Kuzmich, Dawn King, Lori Martin and John Trosko.
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ROUNDTABLE DISCUSSIONS – FRIDAY 9 OCTOBER 2009, 2:45PM
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What is a roundtable?
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A “roundtable” discussion is a highly interactive forum to discuss topics that are timely and relevant. The discussions, typically hosted “in the round” to facilitate communication, are often a part of a conference to discuss topics relevant to the Industry. This is a chance for you to let your voice be heard in a creative and supportive environment with your peers. Roundtable discussions encourage a wide range of viewpoints on a specific subject. Each of the roundtable conversations will take place concurrently in the same room, at separate and clearly-marked tables. By participating in these discussions, those in attendance will be exposed to a variety of opinions, as well as any group consensus that may arise. Through this process, they will gain a deeper respect and understanding of their peers and the topic under discussion.
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How is the Roundtable Discussion Set-Up?
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Each roundtable discussion will consist of three to eight participants seated around a table facing each other. There will be four tables and each table will have a leader, or moderator, who is well versed in the topic being discussed. Sessions are timed for 30 minutes each, including brief introductions and opening remarks from the moderator. A timetable will be strictly applied to ensure that comments are succinct, clear and don’t wander off. Each topic for a session will be repeated twice to allow for attendees to visit up to four separate topics during the two hour session.
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What are the topics for our 2009 Roundtable discussions?
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- Standard Titles: How important is your job title and description? Join this group to provide your input on what will become industry sanctioned job titles and job descriptions.
- Healthcare Standards: Join this group to discuss what you think should be the standard health care benefit package for Private Service and how it can best be managed.
- Future Service: What are the trends in Private Service that you are noticing from your principals? Join this group to discuss what’s next for Private Service and what you will need to support it.
- Managing Expectations: Whatever happened to the “full-service agency” and what does that really mean anyway? Come and share your experience on creating more reasonable expectations when working with staffing agencies.
- Benefits of Community: Why do you need the help and support of the larger private service community? Here you will discover the many benefits of working together as a community.
- Continuing Education: What kind of curriculums do you need or want to see developed for Private Service? Join this group and discuss what courses have value and meaning to you.
- Challenging Times: Do you feel like you are in a rut? Are you pushing the limits of your ethical boundaries to get considered for that next position? Join this group to share the real challenges you’re facing in your Private Service career.
- Drawing the Line: What are your core values for building relationships in private service? Join this group to discuss your boundaries for working with others in Private Service.
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Friday 9 August 2009 | 2:45pm – 5:00pm
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Roundtable Schedule:
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| Time |
Table One |
Table Two |
Table Three |
Table Four |
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| 2:45 - 3:00 |
WELCOME MESSAGE AND OVERVIEW |
| 3:00 – 3:30 |
STANDARD
TITLES |
FUTURE SERVICE |
BENEFITS OF
COMMUNITY |
CHALLENGING
TIMES |
| 3:30 – 4:00 |
STANDARD
TITLES |
FUTURE SERVICE |
BENEFITS OF
COMMUNITY |
CHALLENGING
TIMES |
| 4:00 – 4:30 |
HEALTHCARE
STANDARDS |
MANAGING
EXPECTATIONS |
CONTINUING
EDUCATION |
DRAWING THE
LINE |
| 4:30 – 5:00 |
HEALTHCARE
STANDARDS |
MANAGING
EXPECTATIONS |
CONTINUING
EDUCATION |
DRAWING THE
LINE |
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Register for our conference now, and then plan to arrive early on Friday so that you can participate in these fun and informative roundtable sessions. It’s a great way to meet new friends and find others who share your views! Your conference program will have complete details and guidelines for participation.
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Connect to us on Twitter to keep up with any new additions to our roster!
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Barry Berglund, Berglund & Associates
Barry A. Berglund is president of Berglund Associates, Inc. He has a global reputation in the field of leadership development, and is also an honorary senior fellow at the Center for Creative Leadership. He was a faculty member for over 19 years, and served as an assistant vice president, a senior program associate, and successively as director of CCL's Brussels and San Diego locations. His company focuses on leadership development, executive selection, organizational design, and change management.
Barry has developed and conducted numerous international, national and local programs on leadership and management for corporate, academic and civic groups. In addition, since 1993, he has presented the annual Robert T. Stevens Leadership program for the five United States service academies at West Point. He is a member of the American Society for Public Administration and the American Society for Training and Development.
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Donna Shannon, Coyote Visions Management
For over eight years, Donna worked in the trenches of Human Resources and Recruiting for a variety of Denver-based companies. In 2003, Ms. Shannon founded Coyote Visions Management to educate job seekers, giving away the industry's hiring secrets, through an adult-education course. In 2004, her course and the accompanying book, Get a Job Without Going Crazy, were expanded to include advanced job searching, resume writing and interviewing skills. The book is continuously updated to include the latest tools on the employment landscape.
While her techniques work for any field, Ms. Shannon holds particular expertise in the Private Service Industry, designing resumes for candidates seeking management positions for multi-million dollar private estates.
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Dan Carlin, World Clinic
Dr. Carlin is a practicing physician and the founder of WorldClinic. He is a recognized field leader in medical care innovation and a well known speaker on the issues of planning and creating effective plans for the health, safety and wellness of multigenerational families.
He is a 1985 graduate of the Tufts University School of Medicine, has served as a US Navy ships medical officer and as volunteer physician and clinic director at Nasir Bagh Refugee Resettlement #4, a 40,000 person refugee camp on the Afghanistan-Pakistan border. In 1992, he completed his formal residency training in emergency medicine at Columbia University’s College of Physician and Surgeons, serving as chief resident in his final year.
Since 1996, Dr. Carlin has worked as Founder and President of WorldClinic, an innovative medical care company focused on providing immediate medical care and resource coordination to high net worth families and international corporate executives. In recent years, Dr. Carlin and the staff of WorldClinic have been working very closely with both the security and personal support staff of high net worth families to provision and train them to a “best practices” level of care for their client families.
Dr Carlin’s work has been profiled in the Wall Street Journal, The New York Times, NBC Dateline and the BBC World News Service. He is a member of the Guinness Book of World Records.
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Bonnie Low-Kramen, Personal Assistant and Author
Bonnie Low-Kramen has been the Assistant to celebrity couple Olympia Dukakis and Louis Zorich since 1986. She is also a co-founder and former President of New York Celebrity Assistants (NYCA), a networking and support organization for New York-based celebrity assistants. Currently, she serves on NYCA’s Board of Directors.
Ms. Low-Kramen is a passionate spokesperson on issues concerning celebrity assistants and enjoys setting the record straight. As a result, she has been quoted in the New York Times, Wall Street Journal, USA Today, NY Post, and Vanity Fair, and interviewed on Entertainment Tonight and Good Day New York among others. She also regularly teaches a class called “Become a Celebrity Assistant” for the Learning Annex in NYC and is a guest speaker at executive assistant conferences in the US and Canada.
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Christie Alderman
Beginning her career with Chubb in 1997, Christie has served in numerous roles and has had the opportunity to work with the properties of over 3,000 high-net-worth families. She holds a Masters Degree in Historic Preservation.
Christie’s successful and innovative projects have garnered press coverage through a variety of high profile media outlets. Samples include the options to rebuild “green” after a loss, for customers to coverage to their loved ones in an assisted living facility or away at school, for customers to receive a home inspection and automatic emergency repairs after a hurricane, and for customers to access private wildfire defense services, which has saved millions of dollors worth of customers’ property to date.
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Stephanie Breedlove
Stephanie Breedlove is founder and partner of Breedlove & Associates, a tax and payroll firm dedicated exclusively to the household employment industry.
Stephanie has an undergraduate degree in Finance from the University of Texas and an MBA with a concentration in accounting. She developed an expertise in accounting and information technology during her 6 years with Accenture before founding Breedlove & Associates in 1992, an entrepreneurial company born from her own frustration with paying her nanny professionally. Today, Stephanie and Breedlove & Associates have helped over 15,000 families comply with the law.
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Risk Management and Documentation
Christie Alderman, Chubb Insurance Group. While attending the workshop you will learn about loss-prevention from fire, theft, and natural causes. Find out how to create a risk-free working environment for your principal, guests and employees.
Health Risk Management
Dr. Dan Carlin, World Clinic. You will learn what to do in the first critical minutes of a health emergency, and how to prepare a health assessment for your family, which includes emergency contact lists and staying prepared for pre-existing conditions.
Key Elements for Service Leadership:
Barry Berglund, Berglund & Associates. Learn the value of making realistic self-assessments, anticipating difficulties, setting appropriate goals and taking charge when necessary - even for those working in compliant roles.
Skills for Interviewing:
Donna Shannon, Coyote Visions Management. Students will learn the essential steps to a successful interview and how to handle the seven basic types of “interview personalities.” Real time demonstrations will be held during the workshop and attendees will learn to overcome their fears.
Human Resource Payroll, Tax and Labor Law:
Stephanie Breedlove, Breedlove & Associates. Whether you are involved in payroll management or not, you will learn to manage your staff with knowledge of labor law, tax process, and payroll procedures as a part of the household budget.
Time Management and Problem Solving for the Household Assistant:
Bonnie Low-Kramen will speak to managing real-life situations with your principals and their estates; providing strategies and options for confronting issues with a minimum of angst and headaches. The session will conclude with a Q&A and book signing.
Trends in Luxury Marketing:
Dr. Jim Taylor, The Harrison Group. Attendees will learn valuable insight into successfully selling in the luxury market. A brief overview will be followed by a Q&A and book signing. This session is specifically aimed at our Occupational Services and Associate Business members, but all are welcome.
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| ESTATE SPONSOR: |
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WorldClinic is a unique medical practice dedicated to providing exceptional medical and telemedical care to an exclusive group of corporate executives, individuals and families whose lifestyle may require immediate access to a personal doctor for any health issue, at any hour, from anywhere in the world.
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| MANSION SPONSOR: |
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For more than 125 years, Chubb has been known for innovative, quality insurance products and unparalleled claim service. As a preeminent insurer of fine homes and possessions, Chubb also provides a complimentary spectrum of risk management, post-loss services and value-added offerings. These services have been carefully selected to offer customized solutions that are tailored to the unique needs of their customers.
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| VILLA SPONSOR: |
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Breedlove & Associates is a full-service, full-support tax & payroll firm entirely dedicated to making the household employment compliance process easy and affordable for families in all 50 states. Founded by household employers, Breedlove & Associates brings together – under one coordinated, accountable roof – everything families need: 1) tax preparation and filing, 2) payroll management, 3) HR and labor law guidance, and 4) unlimited access to expert support & advice.
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| COTTAGE SPONSOR: |
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Regent Hall was founded with a very specific purpose – to help its clients lead more satisfying and meaningful lives by freeing them from burdensome and energy-draining tasks that prevent or slow progress towards their goals and dreams. Are you ready to put yourself on the fast track to personal achievement and greater satisfaction with your life?
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| ADDITIONAL SPONSORS: |
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| Other Conference Supporters |
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A complete schedule can be found here.
Friday: 11:00am – 9:00pm (no registration required)
Includes; the Annual Meeting of the Membership, roundtable discussions, a cocktail reception and optional networking dinner in Dallas' historic West Village. IAPSP Membership is only required to attend the Annual Meeting.
Saturday: 7:00am – 9:00pm (conference officially begins)
Includes; workshops, breakout sessions, a community marketplace, special guest appearances and plenty of great food. Workshops will fill the day with plenty of educational opportunities and exposure to recent advances in Private Service. We'll finish the day with our optional and inaugural award dinner, complete with LIVE entertainment.
Sunday: 7:00am – 6:00pm
Includes; a farewell breakfast and optional tours to highlight Dallas, our host city. Check your registration form for details.
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A simple RSVP is all that is required for our Friday events, except for our optional networking dinner. Registration is required for Saturday and fees include access to all the daytime events, as well as our farewell breakfast on Sunday. The Saturday award dinner is optional and requires an additional RSVP and cover.
- $425.00 - non-member
- $383.00 - affiliate member (save 10%)
- $340.00 - IAPSP member** (save 20%)
- $50.00 - Friday Networking Dinner
- $90.00 - Saturday Award Dinner
Registration fees cover the cost of administering the conference, food, meeting rooms and speakers. Proceeds will benefit the programs of the IAPSP. Hotel accommodation is separate.
Click here to get started on your registration form now!
For questions, or more information, please call (213)220-3788 or email
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**IAPSP Membership requests submitted after 26 September 2009 will not be eligible for this discount
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1717 North Akard Street
Dallas, TX 75201
(214)720-2020
(800)441-1414
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The four-star Fairmont Hotel has offered us an incredible rate of just $139.00 USD per night for a Deluxe King or Double-Double room. This price is good for up to two occupants. Special upgrade rates are available, as well.
Make sure to let your reservation agent know you will be attending the IAPSP Conference or register online using the link here: IAPSP - Fairmont Please click-through to this special page on the Fairmont website to get your room reserved now!
As our guest, other benefits have been pre-arranged for you at the Fairmont – you simply need to ask for membership in the President’s Club. We think you’ll be glad you did!
NOTE: This year it’s more important than ever for all out of town attendees to stay with our host hotel, if possible, to make sure we can keep our conference affordable and bring you even better events next year!
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We'll post additional details and updates on our website, but if you’d rather that we notify when those changes take place, then you can follow us on Twitter @IAPSP! Please make sure you search for the IAPSP and then click on follow!
We'd love hear your tweets if you're savvy enough to send them, but we'll welcome you into our flock even if you're missing a few feathers!
For more information, call (213)220-3788 or email
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now!
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