2027 Summit Agenda

March 11–12, 2027

Two days of actionable strategies, deep-dive AI workshops, and high-level networking designed for group practice owners.

Networking 9:00 AM – 9:30 AM
Breakfast & registration
Start the day with breakfast and get checked in.
Keynote 9:30 AM – 10:00 AM
Welcome & why AI now: the state of AI in group practice
Opening keynote on where AI stands for group practices — and why now is the moment to act.
Brent Stutzman
Marketing workshop 10:00 AM – 11:05 AM
Brand your clinicians: one file to video, profile page & Psychology Today scripts
Turn a single file into clinician videos, profile pages, and Psychology Today scripts with AI.
Brent Stutzman
Networking 11:05 AM – 11:35 AM
Break — coffee & snacks
Marketing workshop 11:35 AM – 12:40 PM
Your marketing playbook for the year — created in one hour
Build your full year of marketing in a single working hour.
Brent Stutzman
Networking 12:40 PM – 1:40 PM
Lunch & networking
Finance workshop 1:40 PM – 2:45 PM
Beyond the books: financial decisions, not data entry (Pt. 1)
Move from bookkeeping to decision-making — part one.
Nate Hendrikse
Networking 2:45 PM – 3:15 PM
Break & snacks
Panel 3:15 PM – 4:00 PM
Sponsor panel
Hear from our sponsors and partners.
Networking 9:00 AM – 9:30 AM
Breakfast
Keynote 9:30 AM – 9:45 AM
Welcome back
Finance workshop 9:45 AM – 10:50 AM
Beyond the books: financial decisions, not data entry (Pt. 2)
Move from bookkeeping to decision-making — part two.
Nate Hendrikse
Networking 10:50 AM – 11:20 AM
Break — coffee, snacks & networking
Operations workshop 11:20 AM – 12:20 PM
AI-powered recruiting & hiring (Block 1)
Use AI to source, screen, and hire high-performing clinicians.
Nicole Brewer
Networking 12:20 PM – 1:20 PM
Lunch & networking
Operations workshop 1:20 PM – 2:20 PM
AI-powered recruiting & hiring (Block 2)
Hands-on continuation: build your AI hiring workflow.
Nicole Brewer
Networking 2:20 PM – 2:50 PM
Break — coffee, snacks & networking
Panel 2:50 PM – 4:15 PM
Hot topics panel & feedback
Q&A, lightning takeaways, and your next 90 days.

Bonus virtual sessions

Two online webinars bookend the in-person summit — included with your ticket. Dates to be announced.

Virtual February 2027 · Date TBA
Pre-summit prep webinar
Come ready to implement. We'll get you set up with AI and walk through what to prepare so you hit the ground running on Day 1.
Virtual April 2027 · Date TBA
Post-summit follow-up webinar
A live follow-up session to answer your questions as you put what you learned into practice.
From past attendees

Why owners keep coming back

Dr. Shawn Hales
★★★★★

"I have enjoyed interacting with other therapists who are like-minded, and it's been very encouraging. It has allowed me to do some action items for my practice."

Dr. Shawn Hales
Pivot Child Psychological Services, Owner
Rutul Shah
★★★★★

"The networking and speakers were great. I learned a lot of actionable things to take home and think about to grow my practice."

Rutul Shah
Tides Mental Health, Owner
Dr. Andrea Eriks
★★★★★

"The presenters did an excellent job at providing practical takeaways to incorporate into a practice that is growing."

Dr. Andrea Eriks
The Cottage at 933, Owner

Ready to claim your seat?

Don't miss two days designed to transform how you run your practice.