2023
WIRexec Leadership Summit Agenda


May 8-11, 2023
Devil's Thumb Ranch | Tabernash, CO

Thank you 2024 Summit Sponsors!

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2023 WIRexec Leadership Summit Agenda

Monday, May 8th

7-9 PM | Kickoff Dinner @ Ranch House Restaurant
Sponsored by Escalent & Insights Association with special musical guest, Susan Gibson.

Tuesday, May 9th

7-8 AM | (Optional) Outdoor Ramble with Fiona & Brin
Meet in the lobby!
8:30-9 AM | Breakfast @ Broad Axe Barn
9-9:15 AM | Kickoff with Kristin Luck
9:15-10:00 AM | "Beyond Networking" with Dr. Glenna Crooks
In prior Summits, we explored intentions. In this Summit, we’ll explore a new way to execute on those intentions successfully by becoming aware of – and better managing – the eight networks that support us as executive women. The Career Network is one people know well, but the strengths and weaknesses of the other seven can “show up in force” and impact career success, so it’s vital to know them, too.  

That is one reason many people today feel overloaded, overwhelmed, and challenged by work-life balance. In response, some people – and employers – teach time management and offer flextime and work-from-home options.  These are good and may be necessary. They will never, however, be sufficient, as 15 years of deep ethnographic research by Glenna Crooks has shown.  

Understanding networks – and managing them thoughtfully – helps people see the vast source of support they have that is “hiding in plain sight.” It shows new ways to optimize time, energy, and financial resources. It better diagnoses and resolves the root causes of work-life stress and “frees bandwidth” to explore and engage in new opportunities.
Dr. Glenna Crooks
Session Speaker:

Dr. Glenna Crooks

+ Full Bio

Glenna Crooks, Ph.D., is a strategist, innovator, and trusted counsel to government and business leaders. In her latest venture, a story told in The NetworkSage: Realize Your Network Superpower, she describes a new way to help people lessen the overwhelm of modern life, address the challenges of work-life balance, performance, productivity, longevity, and family caregiving by understanding and better managing the eight networks that support adults.

As Founder and CEO of Strategic Health Policy International, Inc., she solved tough healthcare problems and was known as a “one-woman think tank” with a talent for “organizing chaos.” Her Centricity Principle™ and Strategic Facilitation™ methods are widely respected. Her many accomplishments and application of network concepts to Alzheimer’s caregiving earned her recognition as a Disruptive Woman to Watch.

She was a senior government policy official appointed by President Ronald Reagan, responsible for a $70 billion portfolio of health programs.  Later, during Merck&Co, Inc.’s Most Admired Corporation years, her policy group was recognized as the best in the Fortune 500. As global vice president of Merck’s Vaccine Business, she expanded US operations to create a global business, tripling sales in just two years. Early in her career, she was an educational innovator, creating some of the first programs for children with special needs and talents and crafting what eventually became known as Individual Education Plans (IEPs).

A graduate of Indiana University, she devotes time to academic pursuits as an adjunct professor at Drexel University,a Fellow of the University of Pennsylvania Center for Neuroscience and Society, and a Fellow of the Drexel University Center for Population Health and Community Involvement.

Glenna has been a corporate and non-profit board member, including American Biogenetic Sciences, Inc., the David A. Winston Health Policy Fellowship, and the founding Vice-Chair of the Partnership for Prevention. She was a Chairman of the National Commission on Rare Diseases, a member of the NIH Institute for Child Health and Human Development National Council, the Board of Scientific Counselors of the Pediatric Dengue Vaccine Initiative, and the Institute of Medicine Committee to advise the Department of Defense on bioterrorism/biowarfare countermeasures.

She is a mu shin Zen artist, donating her works to support children’s special needs. She received the Congressional Exemplary Service Award for Orphan Products Development and is the first civilian to receive the highest award in public health, the Surgeon General’s Medallion from C. Everett Koop.  

She is the author of six books.  

10:00-10:15 AM | Networking Break
10:15-11:45 AM | "Exploring Your Life Networks:  Part One, Data Gathering " with Dr. Glenna Crooks
Glenna will use the network information architecture developed in her research to describe the eight Life Networks in great detail. Attendees will use a word.doc prepared – and sent – to them prior to the Summit to capture and record their personal network connection types in an outline form on that document. When completed, attendees will send the outline to her team, who will create a Mind Map display of the data and return it to each attendee prior to Part Two of this session.  

Please note: the data collected in this exercise will be limited to the “type” of connection (e.g., physician, exercise buddy, child, Accountant, Admin). It will not include names or confidential information.
11:45-1 PM | Lunch @ Broad Axe Barn
1-2 PM | "Getting to the Moon Requires the Right Mindset" with Renee Wynn
The US government’s astronaut corps is filled with intelligent and curious individuals with diverse backgrounds.  Did you know, they are also excellent collaborators?  To serve on the International Space Station, you have to be able to camp with people for a VERY long time!  Working and living in space requires an outward mindset.  I’ll share some stories about how an outward mindset was critical to success of many NASA projects.
Renee Wynn
Session Speaker:

Renee Wynn

+ Full Bio

Renee Wynn is a leader with over 30 years of experience in environmental policy, global information technology and cybersecurity operations, supply chain, risk management, and ESG. She led programs at the Environmental Protection Agency (EPA) and served as the CIO at an iconic agency, National Aeronautics and Space Administration (NASA).  
Renee worked for the U.S. federal government after 30 years of service. Her last job with the federal government was serving as the NASA CIO. Renee managed a $2 billion IT portfolio serving more than 65,000 employees and contractors and established NASA’s first-ever IT strategic plan that aligned with its space and aeronautic program goals. She led NASA’s transformation to a more centralized services model that improved overall service quality; partnered with procurement to modify processes to include cyber and digital supply chain risk reviews and established a cybersecurity program which included complex space systems that reduced risks across 150 metrics.

A strong advocate for social responsibility, Renee serves on the Board of The Women’s Center, a Virginia and Washington, DC-based non-profit organization dedicated to improving the community’s mental health and well-being through counseling, education, support, and advocacy.  She also serves on the Board of the Virginia Tech – Applied Research Corporation (VT-ARC). She’s an advocate for more women and minorities becoming cybersecurity professionals. She serves on the Board of Advisors at Interos, Level6, and Aquia. Renee earned a bachelor’s degree in economics from DePauw University.

2-3 PM | "Meaningful Gathering" with Layla Kajer
In a world where we are constantly balancing action and connection, how we build meaningful connection matters more than ever. In this participative activity, you will leave feeling more connected to others in the room and have a new perspective on how you approach gathering in the future.  Gone is the small talk and the leading “what do you do? intro question. Here is a tool and practice to ensure every interaction builds new relationships and deepens existing ones.
Layla Kajer
Session Speaker:

Layla Kajer

+ Full Bio

Layla Kajer leads People Experience at Greenhouse, the hiring software company with a mission to help every company become great at hiring. She creates productive, connected and empowering work environments for employees.

Layla has spent her career working with top leaders across industries – from technology and financial services to biotech – during times of transition. She’s passionate about creating powerfully inclusive cultures and breaking molds around how we work and how we lead.

Most recently, she co-founded The Narrative House, a creative consultancy focused on bringing strategy, culture and vision to life. Prior to founding The Narrative House, Layla was Director at Oliver Wyman, and Partner and global branding firm Lippincott.

She has a B.S in Business Administration from Pepperdine University. Based in Denver with her partner and two young kids, you’ll find Layla on the trails of nearby foothills or skiing in her beloved San Juan mountains. Her active lifestyle is mostly to offset her not-so-secret desire to be a pastry chef.

3-3:30 PM | Networking Break
3:30-4:30 PM | "Exploring Your Life Networks: Part Two, Data Display and Analytics" with Dr. Glenna Crooks
Immediately prior to this session attendees will receive an email attaching the Mind Map of their Personal Life Networks. In this interactive session, Glenna will lead a series of exercises to explore and interpret the data.
4:45-6:45 PM | Outdoor Team Building Exercise
7-9 PM | Group Dinner @ Axel's Pavilion

Wednesday, May 10th

7-8 AM | Optional Yoga Workout @ Broad Axe Barn
Yoga Therapist and Ayurvedic Health Counselor Priti Chanda Klco will offer a morning practice tailored to your body's needs. Join the morning practice to start your day energized, balanced, and relaxed.
Priti Chanda Klco
Session Speaker:

Priti Chanda Klco

+ Full Bio

Priti Chanda Klco is a Colorado native, ultra-distance athlete and adventurer, dancer, and a Certified Yoga Therapist and Ayurvedic Health Counselor. She is named as a Senior Teacher in the Lineage of Bhagwan Lakulish, Swami Kripalvanandji, and Gurudev Shri Amritji and studied closely with her teachers for 17 years before beginning private yoga therapy practice in 2011. Chanda has been practicing yoga for 24 years and teaching for 20 years, offering public classes, workshops, retreats, and leading and assisting trainings nationally and internationally. Prior to dedicating her life and livelihood fully to the healing arts, Chanda served as a non-profit executive and fundraiser. As a yoga therapist, Chanda’s work centers on empowering clients to reconnect with Nature, to embody innate well-being, and to embrace the process of healing and health building as a life’s work that serves not only the individual, but every relationship and all life on Earth. Learn more about Chanda and her work at www.pranabeing.com.

8:30-9 AM | Breakfast @ Broad Axe Barn
9-9:15 AM | Kickoff with Kristin Luck
9:15-10:15 AM | "Mindful Leadership: Leveraging the 7 Levels of Effectiveness to Navigate Difficult Circumstances and Relationships" with Rachel Tenenbaum
The Seven Levels® is a groundbreaking framework and road map enabling individuals to assess where they are mentally and emotionally relative to work and life situations and the people with whom they interact. We'll first dive into this framework and the impact of each of the seven levels and then explore how to leverage this roadmap to shift from less effective, energy draining levels into more engaged and positively impactful states. We'll also look at how a single individual can uplift an apathetic or underperforming group, or elevate a well-performing group to new heights of innovation and creativity when intentionally rooted in the higher levels of effectiveness.
Rachel Tenenbaum
Session Speaker:

Rachel Tenenbaum

+ Full Bio

A NeuroTransformational Coach (CNTC, PCC, CPCC), speaker and facilitator, Rachel fosters the growth and development of mission-driven and people-driven organizations.

Published in Forbes, Thrive Global, and other syndications, she speaks, facilitates, and coaches leaders on subjects related to The Brain, Stress, Leadership Development, and Mindfulness. A contributor to Insight Timer, the global meditation platform, she is known for taking a pragmatic and practical approach to a topic that can otherwise feel illusive.

Rachel enjoys infusing her vast knowledge and experience into accessible, perceptive, and powerful insights. She serves as a mentor and coach to other individuals rising in the field.

A Professional Certified Co-Active leadership and development coach (CPCC) and NeuroTransformational Coach (CNTC), she is also certified by  the International Coach Federation (PCC).

She is a graduate of CTI’s world-renowned Leadership program and licensed to deliver The Leadership Circle Profile as well as the cutting-edge work of BeAbove Leadership, the only organization known to blend neuroscience, coaching, and consciousness. This is complemented by thousands of hours of training in Mindfulness and Mind-Body awareness, scientifically proven to impact leadership effectiveness and development.

Prior to moving to the Coaching and Speaking arena, she enjoyed success as a sales and business development executive, consistently driving wholesale and retail revenue. She relies on the perspectives gained in the traditional corporate environment to inform her brain-based techniques with real-world practicality. She holds a BA from Emory University and a Master’s from Sotheby’s in New York.

10:15-10:30 AM | Networking Break
10:30-11:30 AM | "Optimizing Your Networks" with Dr. Glenna Crooks
This interactive session will continue to explore how Life Networks can support your intentions. It will also focus on how they can support the “wild card” events that come our way in business and in life.  Finally, it will include an opportunity to explore how these insights about connections, networks, and network dynamics can help create a competitive advantage for your firm.
Dr. Glenna Crooks
Session Speaker:

Dr. Glenna Crooks

+ Full Bio

Glenna Crooks, Ph.D., is a strategist, innovator, and trusted counsel to government and business leaders. In her latest venture, a story told in The NetworkSage: Realize Your Network Superpower, she describes a new way to help people lessen the overwhelm of modern life, address the challenges of work-life balance, performance, productivity, longevity, and family caregiving by understanding and better managing the eight networks that support adults.

As Founder and CEO of Strategic Health Policy International, Inc., she solved tough healthcare problems and was known as a “one-woman think tank” with a talent for “organizing chaos.” Her Centricity Principle™ and Strategic Facilitation™ methods are widely respected. Her many accomplishments and application of network concepts to Alzheimer’s caregiving earned her recognition as a Disruptive Woman to Watch.

She was a senior government policy official appointed by President Ronald Reagan, responsible for a $70 billion portfolio of health programs.  Later, during Merck&Co, Inc.’s Most Admired Corporation years, her policy group was recognized as the best in the Fortune 500. As global vice president of Merck’s Vaccine Business, she expanded US operations to create a global business, tripling sales in just two years. Early in her career, she was an educational innovator, creating some of the first programs for children with special needs and talents and crafting what eventually became known as Individual Education Plans (IEPs).

A graduate of Indiana University, she devotes time to academic pursuits as an adjunct professor at Drexel University,a Fellow of the University of Pennsylvania Center for Neuroscience and Society, and a Fellow of the Drexel University Center for Population Health and Community Involvement.

Glenna has been a corporate and non-profit board member, including American Biogenetic Sciences, Inc., the David A. Winston Health Policy Fellowship, and the founding Vice-Chair of the Partnership for Prevention. She was a Chairman of the National Commission on Rare Diseases, a member of the NIH Institute for Child Health and Human Development National Council, the Board of Scientific Counselors of the Pediatric Dengue Vaccine Initiative, and the Institute of Medicine Committee to advise the Department of Defense on bioterrorism/biowarfare countermeasures.

She is a mu shin Zen artist, donating her works to support children’s special needs. She received the Congressional Exemplary Service Award for Orphan Products Development and is the first civilian to receive the highest award in public health, the Surgeon General’s Medallion from C. Everett Koop.  

She is the author of six books.  

11:30-12:30 PM | Panel: "Home and Personal Affairs Network: Part One"
Of all the eight life networks, the Home and Personal Affairs Network is the one that is most often sub-optimal. This is Part One of a two-part session to address it. This session will address two of the three most challenging aspects of this network’s role, purpose, and imperative. The first is the complexity and workload associated with managing a household. Homeownership has been an American dream for generations, and buying one is a rite of passage into adulthood. It is also the single largest investment most people ever make and one that is increasingly challenging as women have joined the workforce. The second is the need to protect ourselves and our loved ones legally. The fact that 70% of Adult Americans do not have an up-to-date Last Will is a testament to how challenging this aspect of “adulting” can be. This session will address both, covering ways to streamline household management and how to prepare for meetings with the legal advisors you need in this network.
Allison Welch
Session Speaker:

Allison Welch

+ Full Bio

After working as an event planner, executive and personal assistant for over a decade, Allison Farrar Welch created As You Wish in 2010. Based in Denver and serving clients around the United States, As You Wish provides customized personal assistance, concierge, and lifestyle services to clients. Allison brings a passion for planning and organizing that assists busy families & individuals so they can enjoy a better lifestyle. Originally from New York, Allison earned her bachelor’s degree in Marketing from Coastal Carolina University and her certification in Meeting & Event Planning from the University of North Carolina. She is involved with various charities around Denver and enjoys yoga, hiking and spending time with her husband, family & friends.

Nicole Nies
Session Speaker:

Nicole Nies

+ Full Bio

Ms. Nies is a partner at the Denver law firm of Hoffman Nies Dave & Meyer LLP. She represents clients in a variety of real estate acquisition, disposition, and leasing transactions (residential and commercial), as well as finance transactions. Ms. Nies has substantial experience advising business clients in connection with entity formation, corporate structuring and governance, management, contractual arrangements, mergers and acquisitions/dispositions. She also represents lenders, borrowers, developers, owners and investors in a variety of real estate and other business transactions. She regularly negotiates purchases and sales of commercial, industrial and high-end residential properties. She counsels tenants and landlords in the preparation and negotiation of industrial, retail and office leases, as well as build-to-suit transactions. Additionally, Ms. Nies represents lenders and borrowers in connection with commercial and consumer loan transactions, as well as credit workouts.

Denise Hoffman White
Session Speaker:

Denise Hoffman White

+ Full Bio

Denise has a Masters in Taxation from New York University School of Law, and represents both individual and organizational clients in all aspects of tax planning and controversy resolution. Denise's practice is primarily focused upon tax exempt organizations, estate and business succession planning (including federal estate and gift tax planning), trust and estate litigation and business planning that ranges the spectrum from formation to disposition and all related tax consequences.

Custom estate and business succession planning is a cornerstone of Denise’s practice. Denise works closely with a variety of clients, including entrepreneurs, corporate executives, professional athletes, investment bankers, real estate developers, family offices and philanthropists to help them identify their objectives and provide creative and pragmatic solutions designed to meet their specific goals. Denise's recent representations frequently include the following types of issues:

  • advises independent executors and trustees as they navigate sensitive family, financial and tax issues relating to the administration of estates and trusts - this oftentimes involves litigation and alternative dispute resolution;
  • represents family members and professionals at multi-generational family offices on estate planning, trust administration and tax reporting issues; and
  • assists individuals with their complex multi-national tax issues relating to trusts where the settlor and beneficiaries reside in multiple countries.

Nonprofit and tax exempt organizations rely upon Denise’s experience as they work to resolve critical tax and business issues. She advises nonprofit organizations from the time of initial formation through an ultimate dissolution and can navigate the IRS initial application process, ongoing federal and state tax compliance, corporate governance and regulatory compliance matters. Representative client matters include: affiliated business enterprise/joint venture structures between tax exempt and taxable entities; advice related to political and lobbying activities; audit and tax controversy resolution; Form 990 preparation; and Unrelated Business Income Tax (UBIT) Analysis. Our nonprofit clients are both public charities and private foundations, national and international charities, schools and educational – including colleges and universities, cultural institutions, social service agencies, research organizations, trade and professional associations, social clubs, religious organizations and advocacy groups.

12:30-1:30 PM | Lunch @ Broad Axe Bar
1:30-2:30 PM | Panel: "Home and Personal Affairs Network: Part Two"
This is Part Two of the two-part session to address the Home and Personal Affairs Network. In it, we’ll address issues related to financial planning, financial risk management, and wealth building. Bankers, insurance agents, brokers, financial advisors and accountants are some of the professionals you may choose to engage to support this aspect of your life and business. This session will provide you with the information you need to ensure your time with these advisors is well spent and that your financial interests are protected.
Casey Minnick
Session Speaker:

Casey Minnick

+ Full Bio

Casey attended the United States Naval Academy studying Aerospace Engineering. Following graduation, Casey commissioned as an officer in the Marine Corps and held a variety of roles to include law enforcement manpower, U.S. embassy operations, and officer recruiting.

Casey joined UBS after completing her Masters of Science in Finance from Georgetown University. Her journey with UBS began in New York City where she worked in the Investment Bank helping institutional clients with their currency needs. She loved the complexity, but was in need of a more fulfilling purpose with her work, so she shifted her focus from the institutional clients to retail clients where her role as a financial advisor combines her love of problem solving and finance with her purpose of helping people.

To give back to the community Casey is on the board of the Colorado and Wyoming USO, mentors transitioning service members via Americas Corporate Partners (ACP) and volunteers at Colorado Inclusive Economy (CIE). Additionally Casey and is an active member of United Women of Mile High United Way and the Colorado Women’s Chamber of Commerce.

Elaine Gampel
Session Speaker:

Elaine Gampel

+ Full Bio

Elaine began her career in wealth management in 1977 as the first female trainee in the PaineWebber Denver office after a 5 year stint as a special education teacher in Connecticut. As a 40+ year veteran wealth advisor and Senior Vice President in the UBS Denver office, Elaine’s wealth management practice focuses on high net worth individuals and families and has included private foundation/DAF creation and management, intergenerational philanthropy advising and legacy giving advising for many years. Elaine has been honored as Forbes Best-in-State Wealth Advisors in 2018, 2019, 2020, 2021, 2022, and 2023, Forbes Best-in-State Women Wealth Advisors in 2020, 2021, 2022, and 2023 and Forbes America’s Top Women Wealth Advisors in 2020 and 2021.

Through her career she has considered volunteer service to the community an imperative, and has held board and leadership positions in a myriad of organizations including The Women’s Foundation of Colorado, Jewish Family Service, Project PAVE, Judi’s House and United Cerebral Palsy. Elaine currently serves on the Professional Advisory Council of the Denver Foundation, the Investment Committee of JFS, Investment Wealth Institute Professional Advisory Board member, and Project PAVE Honorary Board chair.

2:30-3:30 PM | Wrap-up with Glenna
.
3:30-3:45 PM | Networking Break
3:45-4:45 PM | "Connecting with Self: Yoga Nidra as a Tool" with Priti Chanda Klco
Yoga Therapist and Ayurvedic Health Counselor Priti Chanda Klco will offer yogic principles for consideration in the context of nurturing your intentions; a guided yoga nidra meditation, and time for dialogue and discussion following the experience. Yoga nidra is a sleep-based practice in which the body and mind enter states of deep relaxation (the physiology of deep sleep), while on a subtle level, we remain awake and aware. In this state, obstacles dissolve and intentions can be activated in ways that are not available during our normal waking hours. Yoga nidra is a practice of accessing the power of non-doing.
4:45-5:45 PM | [OPTIONAL] Jam Session with Kristin Luck
Round out the Summit with an intimate jam session led by WIRe Founder Kristin Luck.
Kristin Luck
Session Speaker:

Kristin Luck

+ Full Bio

Kristin Luck serves as an advisor and growth strategist to a number of cutting-edge marketing and analytics technology and services firms through her consultancy, ScaleHouse. She is the founder of two marketing analytics companies that she led to successful exits. Kristin co-founded OTX, an online research business that was named the fastest growing research firm in the world in 2002 and 2003 and was subsequently acquired by Pilot Group and again by Ipsos in 2007. She then founded Forefront Consulting Group, a research technology firm that was acquired by Decipher. Decipher was acquired by FocusVision in 2014 after seven consecutive years of double- and triple-digit growth. FocusVision merged with Confirmit in 2021 to become Forsta, where she sat on the the Board of Directors until its recent acquisition by Press Ganey.

Kristin is a licensed investment banker with Oberon Securities and a founder focused on helping fellow founders and executive teams scale and monetize their businesses. Her deal expertise on both sides of transactions comes from participating in both acquisitions and exits from $30 million to $225 million. She is also passionate about supporting founders in international markets execute their entry into the U.S.Kristin regularly contributes to both the commercial (Fast Company, Forbes) and academic press (Research World, Journal of Brand Strategy) where she explores emerging marketing and research methods. She is consistently ranked as one of the top 100 sales and branding experts to follow on social media.

In addition to Founding, Women in Research, Kristin has also served on the board of ESOMAR, the global insights and analytics association, for eight years; including a two year term as Vice-President and a two year term as President.

5:45-7 PM | Free Time
7-9 PM | Final Celebratory Dinner @ Broad Axe Barn
Sponsored by growgetter.