Bookings
Register / Sign In| Space | 8 a.m. | 9 a.m. | 10 a.m. | 11 a.m. | 12 p.m. | 1 p.m. | 2 p.m. | 3 p.m. | 4 p.m. | 5 p.m. | 6 p.m. | 7 p.m. | ||||||||||||
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| Philadelphia | ||||||||||||||||||||||||
| New York | ||||||||||||||||||||||||
| Princeton | Investor meeting | |||||||||||||||||||||||
| Wilmington Boardroom | Partner meeting | |||||||||||||||||||||||
| Washington DC | ||||||||||||||||||||||||
| Butler Innovation Lounge | Tech talk | |||||||||||||||||||||||
| Social Cafe | Networking breakfast | |||||||||||||||||||||||
| CSC Station Conference Center | Town hall | Networking breakfast | ||||||||||||||||||||||
All-hands
Butler Innovation Lounge
Connor Bifferato · The Bifferato Firm, P.A.
October 11, 2026 · 11:00 a.m. - 1:00 p.m.
All-hands
CSC Station Conference Center
Kelly Law · Veery Capital
October 9, 2026 · 11:30 a.m. - 3:30 p.m.
All-hands
CSC Station Conference Center
Connor Bifferato · The Bifferato Firm, P.A.
October 7, 2026 · 2:00 p.m. - 4:00 p.m.
Board prep
Wilmington Boardroom
Connor Bifferato · The Bifferato Firm, P.A.
October 25, 2026 · 1:30 p.m. - 2:30 p.m.
Board prep
Wilmington Boardroom
Gary Carter · 1st State Staffing Solutions
October 22, 2026 · 3:00 p.m. - 4:30 p.m.
Board prep
New York
Gary Carter · 1st State Staffing Solutions
October 21, 2026 · 1:00 p.m. - 2:00 p.m.
Budget review
Wilmington Boardroom
Joel Ferdinand · Pierson Ferdinand LLP
October 18, 2026 · 1:30 p.m. - 2:30 p.m.
Budget review
Wilmington Boardroom
Todd Roselle · Blue Rock Financial Group
October 13, 2026 · 11:00 a.m. - 1:00 p.m.
Client call
Baltimore
Connor Bifferato · The Bifferato Firm, P.A.
October 28, 2026 · 10:30 a.m. - 11:30 a.m.
Client call
New York
Todd Roselle · Blue Rock Financial Group
October 24, 2026 · 10:30 a.m. - 12:30 p.m.
Client call
Wilmington Boardroom
Todd Roselle · Blue Rock Financial Group
October 21, 2026 · 12:30 p.m. - 2:30 p.m.
Client seminar
CSC Station Conference Center
Bryce Fender · Wilminvest
October 16, 2026 · 9:00 a.m. - 12:00 p.m.
Client seminar
CSC Station Conference Center
Gary Carter · 1st State Staffing Solutions
October 10, 2026 · 11:00 a.m. - 2:00 p.m.
Client seminar
Social Cafe
Todd Roselle · Blue Rock Financial Group
October 5, 2026 · 9:00 a.m. - 1:00 p.m.
Closing
Washington DC
Gary Carter · 1st State Staffing Solutions
October 26, 2026 · 9:00 a.m. - 10:00 a.m.
Contract review
New York
Gary Carter · 1st State Staffing Solutions
October 18, 2026 · 11:30 a.m. - 12:30 p.m.
Contract review
Baltimore
Jennifer Shaw · Oakworth Capital Bank
October 12, 2026 · 10:00 a.m. - 12:00 p.m.
Contract review
Wilmington Boardroom
Connor Bifferato · The Bifferato Firm, P.A.
October 6, 2026 · 11:30 a.m. - 1:30 p.m.
Contract review
Philadelphia
Joel Ferdinand · Pierson Ferdinand LLP
October 4, 2026 · 9:00 a.m. - 11:00 a.m.
Contract review
Philadelphia
Connor Bifferato · The Bifferato Firm, P.A.
October 3, 2026 · 3:00 p.m. - 4:00 p.m.
Deposition
Philadelphia
Todd Roselle · Blue Rock Financial Group
October 3, 2026 · 1:30 p.m. - 2:30 p.m.
Deposition
New York
Connor Bifferato · The Bifferato Firm, P.A.
October 3, 2026 · 10:00 a.m. - 11:00 a.m.
Hiring panel
Philadelphia
Joel Ferdinand · Pierson Ferdinand LLP
October 31, 2026 · 11:30 a.m. - 1:30 p.m.
Hiring panel
Wilmington Boardroom
Todd Roselle · Blue Rock Financial Group
October 7, 2026 · 10:30 a.m. - 12:00 p.m.
Hiring panel
Wilmington Boardroom
Gary Carter · 1st State Staffing Solutions
October 2, 2026 · 9:00 a.m. - 10:30 a.m.
Investor meeting
Princeton
Connor Bifferato · The Bifferato Firm, P.A.
October 29, 2026 · 12:30 p.m. - 2:00 p.m.
Investor meeting
Wilmington Boardroom
John Walker · JW Builders
October 9, 2026 · 11:00 a.m. - 12:00 p.m.
Lunch meeting
Baltimore
Jennifer Shaw · Oakworth Capital Bank
October 27, 2026 · 9:30 a.m. - 10:30 a.m.
Lunch meeting
Princeton
Connor Bifferato · The Bifferato Firm, P.A.
October 20, 2026 · 10:30 a.m. - 11:30 a.m.
Lunch meeting
Wilmington Boardroom
Kelly Law · Veery Capital
October 12, 2026 · 10:00 a.m. - 11:00 a.m.
Lunch meeting
Philadelphia
Todd Roselle · Blue Rock Financial Group
October 8, 2026 · 3:00 p.m. - 5:00 p.m.
Lunch meeting
New York
Todd Roselle · Blue Rock Financial Group
October 4, 2026 · 4:00 p.m. - 5:00 p.m.
Networking breakfast
CSC Station Conference Center
Gary Carter · 1st State Staffing Solutions
October 29, 2026 · 2:00 p.m. - 5:00 p.m.
Onboarding
Princeton
Connor Bifferato · The Bifferato Firm, P.A.
October 19, 2026 · 9:30 a.m. - 10:30 a.m.
Onboarding
Wilmington Boardroom
Joel Ferdinand · Pierson Ferdinand LLP
October 18, 2026 · 9:30 a.m. - 10:30 a.m.
Onboarding
Princeton
Connor Bifferato · The Bifferato Firm, P.A.
October 1, 2026 · 9:00 a.m. - 10:00 a.m.
Panel discussion
Butler Innovation Lounge
Bryce Fender · Wilminvest
October 30, 2026 · 11:30 a.m. - 3:30 p.m.
Panel discussion
Butler Innovation Lounge
Todd Roselle · Blue Rock Financial Group
October 27, 2026 · 9:00 a.m. - 12:00 p.m.
Panel discussion
Butler Innovation Lounge
Nick Jenner · Social Contract
October 25, 2026 · 12:30 p.m. - 4:30 p.m.
Panel discussion
Social Cafe
Connor Bifferato · The Bifferato Firm, P.A.
October 20, 2026 · 12:00 p.m. - 3:00 p.m.
Panel discussion
Social Cafe
Gary Carter · 1st State Staffing Solutions
October 3, 2026 · 11:00 a.m. - 1:00 p.m.
Partner meeting
Wilmington Boardroom
Nick Jenner · Social Contract
October 29, 2026 · 12:30 p.m. - 1:30 p.m.
Partner meeting
Baltimore
Jennifer Shaw · Oakworth Capital Bank
October 15, 2026 · 12:30 p.m. - 2:00 p.m.
Planning session
Chicago
Connor Bifferato · The Bifferato Firm, P.A.
October 24, 2026 · 12:30 p.m. - 2:30 p.m.
Planning session
Princeton
Jennifer Shaw · Oakworth Capital Bank
October 22, 2026 · 3:00 p.m. - 5:00 p.m.
Planning session
Wilmington Boardroom
Ethan Cosgrove · CSC Station
October 15, 2026 · 12:30 p.m. - 1:30 p.m.
Planning session
Philadelphia
Gary Carter · 1st State Staffing Solutions
October 3, 2026 · 9:30 a.m. - 11:30 a.m.
Planning session
New York
Jennifer Shaw · Oakworth Capital Bank
October 2, 2026 · 10:00 a.m. - 12:00 p.m.
Product launch
CSC Station Conference Center
Joseph Cenatiempo · Kaizant
October 19, 2026 · 2:00 p.m. - 4:00 p.m.
Quarterly review
Princeton
Todd Roselle · Blue Rock Financial Group
October 24, 2026 · 1:00 p.m. - 2:00 p.m.
Quarterly review
New York
Joel Ferdinand · Pierson Ferdinand LLP
October 13, 2026 · 2:30 p.m. - 4:00 p.m.
Quarterly review
Chicago
Todd Roselle · Blue Rock Financial Group
October 12, 2026 · 11:00 a.m. - 1:00 p.m.
Quarterly review
Princeton
Todd Roselle · Blue Rock Financial Group
October 5, 2026 · 12:00 p.m. - 1:30 p.m.
Quarterly review
Philadelphia
Jennifer Shaw · Oakworth Capital Bank
October 3, 2026 · 12:00 p.m. - 1:30 p.m.
Sales pipeline review
Chicago
Jennifer Shaw · Oakworth Capital Bank
October 30, 2026 · 9:00 a.m. - 10:00 a.m.
Sales pipeline review
Philadelphia
Gary Carter · 1st State Staffing Solutions
October 26, 2026 · 2:30 p.m. - 3:30 p.m.
Sales pipeline review
Wilmington Boardroom
Joel Ferdinand · Pierson Ferdinand LLP
October 14, 2026 · 9:00 a.m. - 11:00 a.m.
Sales pipeline review
Philadelphia
Joseph Cenatiempo · Kaizant
October 6, 2026 · 11:00 a.m. - 12:30 p.m.
Sales pipeline review
Baltimore
Joel Ferdinand · Pierson Ferdinand LLP
October 1, 2026 · 3:30 p.m. - 4:30 p.m.
Strategy session
Chicago
Joel Ferdinand · Pierson Ferdinand LLP
October 30, 2026 · 3:30 p.m. - 4:30 p.m.
Strategy session
Baltimore
Jennifer Shaw · Oakworth Capital Bank
October 20, 2026 · 9:00 a.m. - 11:00 a.m.
Strategy session
Baltimore
Joel Ferdinand · Pierson Ferdinand LLP
October 17, 2026 · 12:30 p.m. - 2:30 p.m.
Strategy session
Princeton
Gary Carter · 1st State Staffing Solutions
October 16, 2026 · 11:30 a.m. - 1:00 p.m.
Strategy session
Princeton
Gary Carter · 1st State Staffing Solutions
October 3, 2026 · 11:00 a.m. - 1:00 p.m.
Strategy session
Wilmington Boardroom
Todd Roselle · Blue Rock Financial Group
October 2, 2026 · 3:30 p.m. - 4:30 p.m.
Team sync
Washington DC
Gary Carter · 1st State Staffing Solutions
October 5, 2026 · 10:30 a.m. - 12:30 p.m.
Town hall
CSC Station Conference Center
Nick Jenner · Social Contract
October 29, 2026 · 9:30 a.m. - 1:30 p.m.
Town hall
CSC Station Conference Center
Joel Ferdinand · Pierson Ferdinand LLP
October 16, 2026 · 12:00 p.m. - 3:00 p.m.
Town hall
Butler Innovation Lounge
Connor Bifferato · The Bifferato Firm, P.A.
October 15, 2026 · 10:00 a.m. - 2:00 p.m.
Town hall
Butler Innovation Lounge
Todd Roselle · Blue Rock Financial Group
October 14, 2026 · 9:00 a.m. - 1:00 p.m.
Town hall
CSC Station Conference Center
Connor Bifferato · The Bifferato Firm, P.A.
October 13, 2026 · 10:30 a.m. - 1:30 p.m.
Town hall
CSC Station Conference Center
Nick Jenner · Social Contract
October 12, 2026 · 2:00 p.m. - 5:00 p.m.
Training session
Social Cafe
Connor Bifferato · The Bifferato Firm, P.A.
October 31, 2026 · 12:00 p.m. - 3:00 p.m.
Training session
CSC Station Conference Center
Gary Carter · 1st State Staffing Solutions
October 8, 2026 · 11:00 a.m. - 2:00 p.m.
Workshop
Social Cafe
Gary Carter · 1st State Staffing Solutions
October 17, 2026 · 9:30 a.m. - 1:30 p.m.
| Name | Date | Starts | Ends | Space | Booked by | Organization |
|---|---|---|---|---|---|---|
| All-hands | October 19, 2026 | 12:00 p.m. | 4:00 p.m. | Social Cafe | Nick Jenner | Social Contract |
| All-hands | October 11, 2026 | 11:00 a.m. | 1:00 p.m. | Butler Innovation Lounge | Connor Bifferato | The Bifferato Firm, P.A. |
| All-hands | October 9, 2026 | 11:30 a.m. | 3:30 p.m. | CSC Station Conference Center | Kelly Law | Veery Capital |
| All-hands | October 7, 2026 | 2:00 p.m. | 4:00 p.m. | CSC Station Conference Center | Connor Bifferato | The Bifferato Firm, P.A. |
| Board prep | October 27, 2026 | 1:00 p.m. | 2:00 p.m. | Princeton | Todd Roselle | Blue Rock Financial Group |
| Board prep | October 25, 2026 | 1:30 p.m. | 2:30 p.m. | Wilmington Boardroom | Connor Bifferato | The Bifferato Firm, P.A. |
| Board prep | October 22, 2026 | 3:00 p.m. | 4:30 p.m. | Wilmington Boardroom | Gary Carter | 1st State Staffing Solutions |
| Board prep | October 21, 2026 | 1:00 p.m. | 2:00 p.m. | New York | Gary Carter | 1st State Staffing Solutions |
| Budget review | October 18, 2026 | 1:30 p.m. | 2:30 p.m. | Wilmington Boardroom | Joel Ferdinand | Pierson Ferdinand LLP |
| Budget review | October 13, 2026 | 4:00 p.m. | 5:00 p.m. | Princeton | Joseph Cenatiempo | Kaizant |
| Budget review | October 13, 2026 | 11:00 a.m. | 1:00 p.m. | Wilmington Boardroom | Todd Roselle | Blue Rock Financial Group |
| Budget review | October 3, 2026 | 1:30 p.m. | 2:30 p.m. | Chicago | Kelly Law | Veery Capital |
| Budget review | October 3, 2026 | 1:30 p.m. | 3:00 p.m. | Princeton | Ethan Cosgrove | CSC Station |
| Client call | October 28, 2026 | 10:30 a.m. | 11:30 a.m. | Baltimore | Connor Bifferato | The Bifferato Firm, P.A. |
| Client call | October 24, 2026 | 10:30 a.m. | 12:30 p.m. | New York | Todd Roselle | Blue Rock Financial Group |
| Client call | October 21, 2026 | 4:00 p.m. | 5:00 p.m. | Wilmington Boardroom | John Walker | JW Builders |
| Client call | October 21, 2026 | 12:30 p.m. | 2:30 p.m. | Wilmington Boardroom | Todd Roselle | Blue Rock Financial Group |
| Client call | October 6, 2026 | 10:00 a.m. | 11:30 a.m. | Princeton | Bryce Fender | Wilminvest |
| Client seminar | October 16, 2026 | 9:00 a.m. | 12:00 p.m. | CSC Station Conference Center | Bryce Fender | Wilminvest |
| Client seminar | October 10, 2026 | 11:00 a.m. | 2:00 p.m. | CSC Station Conference Center | Gary Carter | 1st State Staffing Solutions |
| Client seminar | October 5, 2026 | 9:00 a.m. | 1:00 p.m. | Social Cafe | Todd Roselle | Blue Rock Financial Group |
| Closing | October 26, 2026 | 9:00 a.m. | 10:00 a.m. | Washington DC | Gary Carter | 1st State Staffing Solutions |
| Closing | October 9, 2026 | 2:30 p.m. | 3:30 p.m. | Chicago | Bryce Fender | Wilminvest |
| Closing | October 5, 2026 | 2:30 p.m. | 4:00 p.m. | Princeton | Ethan Cosgrove | CSC Station |
| Closing | October 3, 2026 | 11:00 a.m. | 12:30 p.m. | Wilmington Boardroom | Bryce Fender | Wilminvest |
| Contract review | October 28, 2026 | 9:00 a.m. | 10:30 a.m. | Chicago | Kelly Law | Veery Capital |
| Contract review | October 27, 2026 | 12:30 p.m. | 1:30 p.m. | Philadelphia | Ethan Cosgrove | CSC Station |
| Contract review | October 22, 2026 | 9:30 a.m. | 11:30 a.m. | Baltimore | John Walker | JW Builders |
| Contract review | October 18, 2026 | 11:30 a.m. | 12:30 p.m. | New York | Gary Carter | 1st State Staffing Solutions |
| Contract review | October 12, 2026 | 10:00 a.m. | 12:00 p.m. | Baltimore | Jennifer Shaw | Oakworth Capital Bank |
| Contract review | October 9, 2026 | 11:30 a.m. | 1:00 p.m. | New York | Ethan Cosgrove | CSC Station |
| Contract review | October 8, 2026 | 1:30 p.m. | 2:30 p.m. | Philadelphia | John Walker | JW Builders |
| Contract review | October 6, 2026 | 11:30 a.m. | 1:30 p.m. | Wilmington Boardroom | Connor Bifferato | The Bifferato Firm, P.A. |
| Contract review | October 4, 2026 | 9:00 a.m. | 11:00 a.m. | Philadelphia | Joel Ferdinand | Pierson Ferdinand LLP |
| Contract review | October 3, 2026 | 3:00 p.m. | 4:00 p.m. | Philadelphia | Connor Bifferato | The Bifferato Firm, P.A. |
| Deposition | October 28, 2026 | 4:00 p.m. | 5:00 p.m. | Chicago | Joel Ferdinand | Pierson Ferdinand LLP |
| Deposition | October 22, 2026 | 2:00 p.m. | 3:30 p.m. | Baltimore | Jennifer Shaw | Oakworth Capital Bank |
| Deposition | October 14, 2026 | 12:00 p.m. | 1:00 p.m. | Princeton | Ethan Cosgrove | CSC Station |
| Deposition | October 7, 2026 | 3:30 p.m. | 4:30 p.m. | Baltimore | Todd Roselle | Blue Rock Financial Group |
| Deposition | October 3, 2026 | 1:30 p.m. | 2:30 p.m. | Philadelphia | Todd Roselle | Blue Rock Financial Group |
| Deposition | October 3, 2026 | 10:00 a.m. | 11:00 a.m. | New York | Connor Bifferato | The Bifferato Firm, P.A. |
| Hiring panel | October 31, 2026 | 1:30 p.m. | 3:30 p.m. | Philadelphia | Joseph Cenatiempo | Kaizant |
| Hiring panel | October 31, 2026 | 11:30 a.m. | 1:30 p.m. | Philadelphia | Joel Ferdinand | Pierson Ferdinand LLP |
| Hiring panel | October 30, 2026 | 12:00 p.m. | 2:00 p.m. | New York | Kelly Law | Veery Capital |
| Hiring panel | October 28, 2026 | 2:30 p.m. | 3:30 p.m. | Baltimore | Jennifer Shaw | Oakworth Capital Bank |
| Hiring panel | October 8, 2026 | 3:00 p.m. | 4:00 p.m. | Chicago | Nick Jenner | Social Contract |
| Hiring panel | October 7, 2026 | 10:30 a.m. | 12:00 p.m. | Wilmington Boardroom | Todd Roselle | Blue Rock Financial Group |
| Hiring panel | October 2, 2026 | 9:00 a.m. | 10:30 a.m. | Wilmington Boardroom | Gary Carter | 1st State Staffing Solutions |
| Interview | October 16, 2026 | 2:30 p.m. | 4:00 p.m. | Chicago | Bryce Fender | Wilminvest |
| Interview | October 4, 2026 | 1:00 p.m. | 2:00 p.m. | Baltimore | Nick Jenner | Social Contract |
| Investor meeting | October 29, 2026 | 12:30 p.m. | 2:00 p.m. | Princeton | Connor Bifferato | The Bifferato Firm, P.A. |
| Investor meeting | October 19, 2026 | 10:30 a.m. | 12:00 p.m. | New York | Joseph Cenatiempo | Kaizant |
| Investor meeting | October 11, 2026 | 10:30 a.m. | 12:30 p.m. | New York | Joseph Cenatiempo | Kaizant |
| Investor meeting | October 9, 2026 | 11:00 a.m. | 12:00 p.m. | Wilmington Boardroom | John Walker | JW Builders |
| Investor meeting | October 6, 2026 | 3:00 p.m. | 4:00 p.m. | New York | Nick Jenner | Social Contract |
| Joe's Event 9/23/26 | September 23, 2026 | 8:30 a.m. | 1:00 p.m. | Baltimore | Joseph Cenatiempo | Kaizant |
| Lunch meeting | October 27, 2026 | 9:30 a.m. | 10:30 a.m. | Baltimore | Jennifer Shaw | Oakworth Capital Bank |
| Lunch meeting | October 26, 2026 | 3:00 p.m. | 4:30 p.m. | Baltimore | Joseph Cenatiempo | Kaizant |
| Lunch meeting | October 26, 2026 | 2:30 p.m. | 4:30 p.m. | Washington DC | Ethan Cosgrove | CSC Station |
| Lunch meeting | October 23, 2026 | 12:30 p.m. | 2:30 p.m. | Princeton | John Walker | JW Builders |
| Lunch meeting | October 20, 2026 | 10:30 a.m. | 11:30 a.m. | Princeton | Connor Bifferato | The Bifferato Firm, P.A. |
| Lunch meeting | October 14, 2026 | 9:30 a.m. | 11:30 a.m. | Chicago | John Walker | JW Builders |
| Lunch meeting | October 12, 2026 | 10:00 a.m. | 11:00 a.m. | Wilmington Boardroom | Kelly Law | Veery Capital |
| Lunch meeting | October 8, 2026 | 3:00 p.m. | 5:00 p.m. | Philadelphia | Todd Roselle | Blue Rock Financial Group |
| Lunch meeting | October 4, 2026 | 4:00 p.m. | 5:00 p.m. | New York | Todd Roselle | Blue Rock Financial Group |
| Networking breakfast | October 29, 2026 | 2:00 p.m. | 5:00 p.m. | CSC Station Conference Center | Gary Carter | 1st State Staffing Solutions |
| Networking breakfast | October 2, 2026 | 9:00 a.m. | 1:00 p.m. | Social Cafe | Joseph Cenatiempo | Kaizant |
| Offsite | October 10, 2026 | 2:30 p.m. | 4:30 p.m. | Butler Innovation Lounge | Joseph Cenatiempo | Kaizant |
| Offsite | October 7, 2026 | 10:00 a.m. | 2:00 p.m. | Butler Innovation Lounge | Kelly Law | Veery Capital |
| Onboarding | October 25, 2026 | 2:30 p.m. | 4:30 p.m. | Wilmington Boardroom | John Walker | JW Builders |
| Onboarding | October 19, 2026 | 9:30 a.m. | 10:30 a.m. | Princeton | Connor Bifferato | The Bifferato Firm, P.A. |
| Onboarding | October 18, 2026 | 9:30 a.m. | 10:30 a.m. | Wilmington Boardroom | Joel Ferdinand | Pierson Ferdinand LLP |
| Onboarding | October 1, 2026 | 9:00 a.m. | 10:00 a.m. | Princeton | Connor Bifferato | The Bifferato Firm, P.A. |
| Panel discussion | October 30, 2026 | 11:30 a.m. | 3:30 p.m. | Butler Innovation Lounge | Bryce Fender | Wilminvest |
| Panel discussion | October 27, 2026 | 9:00 a.m. | 12:00 p.m. | Butler Innovation Lounge | Todd Roselle | Blue Rock Financial Group |
| Panel discussion | October 25, 2026 | 12:30 p.m. | 4:30 p.m. | Butler Innovation Lounge | Nick Jenner | Social Contract |
| Panel discussion | October 21, 2026 | 2:00 p.m. | 4:00 p.m. | Social Cafe | Kelly Law | Veery Capital |
| Panel discussion | October 20, 2026 | 12:00 p.m. | 3:00 p.m. | Social Cafe | Connor Bifferato | The Bifferato Firm, P.A. |
| Panel discussion | October 3, 2026 | 11:00 a.m. | 1:00 p.m. | Social Cafe | Gary Carter | 1st State Staffing Solutions |
| Partner meeting | October 29, 2026 | 12:30 p.m. | 1:30 p.m. | Wilmington Boardroom | Nick Jenner | Social Contract |
| Partner meeting | October 15, 2026 | 12:30 p.m. | 2:00 p.m. | Baltimore | Jennifer Shaw | Oakworth Capital Bank |
| Partner meeting | October 3, 2026 | 11:00 a.m. | 12:30 p.m. | New York | John Walker | JW Builders |
| Partner meeting | October 1, 2026 | 1:30 p.m. | 2:30 p.m. | Princeton | Nick Jenner | Social Contract |
| Planning session | October 24, 2026 | 12:30 p.m. | 2:30 p.m. | Chicago | Connor Bifferato | The Bifferato Firm, P.A. |
| Planning session | October 23, 2026 | 12:30 p.m. | 1:30 p.m. | Washington DC | Joseph Cenatiempo | Kaizant |
| Planning session | October 22, 2026 | 3:00 p.m. | 5:00 p.m. | Princeton | Jennifer Shaw | Oakworth Capital Bank |
| Planning session | October 15, 2026 | 12:30 p.m. | 1:30 p.m. | Wilmington Boardroom | Ethan Cosgrove | CSC Station |
| Planning session | October 11, 2026 | 9:00 a.m. | 10:30 a.m. | Chicago | Joseph Cenatiempo | Kaizant |
| Planning session | October 3, 2026 | 9:30 a.m. | 11:30 a.m. | Philadelphia | Gary Carter | 1st State Staffing Solutions |
| Planning session | October 2, 2026 | 10:00 a.m. | 12:00 p.m. | New York | Jennifer Shaw | Oakworth Capital Bank |
| Product demo | October 17, 2026 | 2:00 p.m. | 3:30 p.m. | New York | Bryce Fender | Wilminvest |
| Product launch | October 19, 2026 | 2:00 p.m. | 4:00 p.m. | CSC Station Conference Center | Joseph Cenatiempo | Kaizant |
| Product launch | October 10, 2026 | 10:30 a.m. | 2:30 p.m. | Social Cafe | John Walker | JW Builders |
| Quarterly review | October 24, 2026 | 1:00 p.m. | 2:00 p.m. | Princeton | Todd Roselle | Blue Rock Financial Group |
| Quarterly review | October 13, 2026 | 2:30 p.m. | 4:00 p.m. | New York | Joel Ferdinand | Pierson Ferdinand LLP |
| Quarterly review | October 12, 2026 | 11:00 a.m. | 1:00 p.m. | Chicago | Todd Roselle | Blue Rock Financial Group |
| Quarterly review | October 5, 2026 | 12:00 p.m. | 1:30 p.m. | Princeton | Todd Roselle | Blue Rock Financial Group |
| Quarterly review | October 3, 2026 | 3:30 p.m. | 4:30 p.m. | Princeton | Joseph Cenatiempo | Kaizant |
| Quarterly review | October 3, 2026 | 12:00 p.m. | 1:30 p.m. | Philadelphia | Jennifer Shaw | Oakworth Capital Bank |
| Quarterly review | October 1, 2026 | 11:30 a.m. | 12:30 p.m. | Chicago | Joseph Cenatiempo | Kaizant |
| Sales pipeline review | October 30, 2026 | 9:00 a.m. | 10:00 a.m. | Chicago | Jennifer Shaw | Oakworth Capital Bank |
| Sales pipeline review | October 26, 2026 | 2:30 p.m. | 3:30 p.m. | Philadelphia | Gary Carter | 1st State Staffing Solutions |
| Sales pipeline review | October 23, 2026 | 9:00 a.m. | 10:00 a.m. | New York | Bryce Fender | Wilminvest |
| Sales pipeline review | October 14, 2026 | 9:00 a.m. | 11:00 a.m. | Wilmington Boardroom | Joel Ferdinand | Pierson Ferdinand LLP |
| Sales pipeline review | October 6, 2026 | 11:00 a.m. | 12:30 p.m. | Philadelphia | Joseph Cenatiempo | Kaizant |
| Sales pipeline review | October 1, 2026 | 3:30 p.m. | 4:30 p.m. | Baltimore | Joel Ferdinand | Pierson Ferdinand LLP |
| Strategy session | October 30, 2026 | 3:30 p.m. | 4:30 p.m. | Chicago | Joel Ferdinand | Pierson Ferdinand LLP |
| Strategy session | October 20, 2026 | 9:00 a.m. | 11:00 a.m. | Baltimore | Jennifer Shaw | Oakworth Capital Bank |
| Strategy session | October 17, 2026 | 12:30 p.m. | 2:30 p.m. | Baltimore | Joel Ferdinand | Pierson Ferdinand LLP |
| Strategy session | October 16, 2026 | 11:30 a.m. | 1:00 p.m. | Princeton | Gary Carter | 1st State Staffing Solutions |
| Strategy session | October 3, 2026 | 11:00 a.m. | 1:00 p.m. | Princeton | Gary Carter | 1st State Staffing Solutions |
| Strategy session | October 2, 2026 | 3:30 p.m. | 4:30 p.m. | Wilmington Boardroom | Todd Roselle | Blue Rock Financial Group |
| Team sync | October 20, 2026 | 9:00 a.m. | 10:00 a.m. | Chicago | Joseph Cenatiempo | Kaizant |
| Team sync | October 5, 2026 | 10:30 a.m. | 12:30 p.m. | Washington DC | Gary Carter | 1st State Staffing Solutions |
| Town hall | October 29, 2026 | 9:30 a.m. | 1:30 p.m. | CSC Station Conference Center | Nick Jenner | Social Contract |
| Town hall | October 23, 2026 | 12:00 p.m. | 3:00 p.m. | Butler Innovation Lounge | Kelly Law | Veery Capital |
| Town hall | October 16, 2026 | 12:00 p.m. | 3:00 p.m. | CSC Station Conference Center | Joel Ferdinand | Pierson Ferdinand LLP |
| Town hall | October 15, 2026 | 12:30 p.m. | 3:30 p.m. | Social Cafe | Nick Jenner | Social Contract |
| Town hall | October 15, 2026 | 10:00 a.m. | 2:00 p.m. | Butler Innovation Lounge | Connor Bifferato | The Bifferato Firm, P.A. |
| Town hall | October 14, 2026 | 9:00 a.m. | 1:00 p.m. | Butler Innovation Lounge | Todd Roselle | Blue Rock Financial Group |
| Town hall | October 13, 2026 | 10:30 a.m. | 1:30 p.m. | CSC Station Conference Center | Connor Bifferato | The Bifferato Firm, P.A. |
| Town hall | October 12, 2026 | 2:00 p.m. | 5:00 p.m. | CSC Station Conference Center | Nick Jenner | Social Contract |
| Training session | October 31, 2026 | 12:00 p.m. | 3:00 p.m. | Social Cafe | Connor Bifferato | The Bifferato Firm, P.A. |
| Training session | October 8, 2026 | 11:00 a.m. | 2:00 p.m. | CSC Station Conference Center | Gary Carter | 1st State Staffing Solutions |
| Workshop | October 17, 2026 | 9:30 a.m. | 1:30 p.m. | Social Cafe | Gary Carter | 1st State Staffing Solutions |