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Tuesday, November 10

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Registration/Breakfast

8 - 9 AM: Check in, pick up registration items, fuel up for the day

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Day 1 Sessions

9 AM: Welcome Remarks

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9:30 AM: Keynote: The Trust Threshold - The Invisible Line Between "I'll Think About It" and "I'm Ready to Sign"

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Nearly every moving company promises the same things: great service, experienced crews, careful handling, and competitive pricing. Yet customers consistently choose one company over another - often before price ever enters the conversation.

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So, what makes the difference?

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This interactive session from Heather Haas, CEO of ADVISA, explores how trust influences buying decisions. Participants will explore three types of trust - character trust, communication trust, and competence trust - and learn key trust building behaviors to help buyers feel safe and certain about saying yes.

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10:15 AM: 15-Minute Break

 

10:30 AM: Diamond Sponsor Introduction

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10:45 AM: Operations Overview

 

During the meeting, we will review the current state of operations, including driver and shipment counts, hauling performance and key statistics. We will also provide updates on the fuel surcharge (FSC), discuss upcoming tariff increases, and review planned ELD enhancements. The meeting will conclude with an open discussion and an opportunity for questions.

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12 PM: Luncheon

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1 PM: Driver Recruiting - Best Practices

 

We will review proven approaches for identifying and recruiting quality professional drivers, including how to effectively communicate the Wheaton | Bekins opportunity and set clear expectations throughout the recruiting and qualification process.

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2:15 PM: Driver Contractor Agreement

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A detailed review of the Driver Contractor Agreement, including key provisions, responsibilities, expectations, and important areas operations teams should understand when discussing the agreement with prospective and existing contractors.

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​3 PM: 15-Minute Break

 

3:15: Platinum Sponsor Introduction

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3:30 PM: Understanding Hauler & Driver Compensation

 

We will break down how hauling and driver compensation works and provide hands-on training for calculating estimated revenue for both the hauling agent and the driver. The goal is to ensure our teams can clearly explain the financial opportunity associated with hauling shipments within the Wheaton | Bekins network.

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5 PM: 1-Hour Break

 

6 - 10 PM: Dinner & Music Bingo at the Rathskeller

You must RSVP for this event during registration.

For planning purposes, the Rathskeller Restaurant is about a 12-minute walk or a 4-minute Uber ride from the hotel.

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Wednesday, November 11

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Registration/Breakfast

8 - 9 AM: Check in, pick up registration items, fuel up for the day

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Day 2 Sessions

9 AM: International Moving

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Ashley Gorb will give the audience a rundown on what our international department can do right now, as well as looking six months, a year, and three years into the future.

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She will lead attendees through the process for selling an international move and working with Wheaton through the move's completion.

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9:45 AM: 15-Minute Break​

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10 AM: Driver Rating Program

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A comprehensive review of the Driver Rating Program, including how driver ratings are calculated, what factors impact a driver's rating, and how to effectively manage the rating process. We will also discuss how the program can be used to recognize strong performance and identify areas for improvement.

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12:30 PM: Luncheon

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1:30 PM: How to Scale Your Efforts with AI Tools

There are so many tools available now to give you more time back in your day, so AI can do the busy work and you can get creative. In this session presented by David Inman of Valve+Meter, attendees will learn about those tools and where to use them in your daily efforts.

 

​2:30 PM: Driver Business Plan

Introduction and training on the Driver Business Plan as a tool for both recruiting and ongoing driver development. The plan can be used when meeting with a potential new contractor to demonstrate the business opportunity, as well as annually with existing contractors to establish revenue, mileage, productivity, and financial goals for the upcoming year.

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​3:15 PM: Closing Remarks

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3:30 PM: 2.5-Hour Break

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​6 - 8 PM: Dinner & Fun at North Mass Boulder

You must RSVP for this event during registration and sign a waiver to use the rock climbing / gym + sauna day pass.

For planning purposes, North Mass Boulder is about a 6-minute Uber ride from the hotel or a 20-minute walk.