4:05 - 6:00 PM

10:00 - 10:30 AM

10:30 - 11:00 AM

11:45 - 1:00 PM

1:00- 1:30 PM

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1:00 - 1:30 PM

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Diana Gelston
Chief Commercial Officer 
Best Buy Health

Andy Friedell
COO
The Helper Bees

Brady Priest
Divisional CEO of Home Care
Clover Health

Dr. Pippa Shulman
Chief Medical Officer 
Medically Home

Khang Nguyen
MD, Assistant Executive Medical Dir. for Care Transformation 
Southern California Permanente Medical Group

Liz Cramer
Healthcare Strategist
CDW

Sheri Rose
CEO & Executive Director
Thrive Center Inc.

Elias Lee
Regional Dir. of Talent Acquisition
Aveanna Healthcare

Michael Slupecki
CEO
Griswold Home Care

Michelle Cone
SVP of Training and Brand Programs HomeWell Franchising Inc.

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C+RB Engagement Summit offers a targeted platform to connect with the people shaping membership and marketing strategy at the club level. With curated networking, built-in exposure, and direct access to decision-makers, sponsors are integrated into the experience from start to finish. As a sponsor, you’ll benefit from:

• Thought Leadership: Platinum sponsors join a mainstage panel discussion moderated by Melissa Hansen.
• Strategic Visibility: Options include logo placement on branded items (like name badges or notebooks), on-stage mentions, and event signage.
• Hands-On Presence: Each sponsor receives a dedicated exhibit table and one full event registration.
• Media Exposure: Sponsorship includes recognition in pre- and post-event communications, with optional media add-ons

The Engagement Summit zeroes in on what matters most for club professionals driving growth and managing member expectations.Topics include:

• The latest data and trends shaping the industry
• Onboarding strategies that set the tone and deliver on your club’s promise
• Waitlist management approaches that build anticipation and loyalty
• Sales and marketing tactics that actually work
• Member retention ideas that stick
• How to align marketing with operations for stronger results

Who Should Attend

Whether you lead strategy, manage communications, or oversee the entire member journey, this event is designed to help you move forward.

• Membership Directors
• Marketing and Communications Leaders
• Clubhouse and Operations Managers
• General Managers

If you help shape the member journey or influence how your club communicates and grows, this event is for you.

You’ll walk away with ideas you can implement right away, plus new connections with peers and industry partners navigating the same challenges.

Location

St. Andrews Country Club   |   Boca Raton, Florida   |   standrewscc.com

Set in one of the most dynamic markets for private clubs, St. Andrews provides the perfect backdrop for forward-thinking conversation, professional connection, and inspired planning. 

View the Vine Room & St. Andrews Ballroom floorplan at St. Andrews Country Club!

October 5–6, 2025  |  St. Andrews Country Club  |  Boca Raton, Fla.

The Club + Resort Business Engagement Summit is an exclusive, in-person event designed for club leaders responsible for driving membership growth, managing waitlists, and creating meaningful 
member experiences.

Across two days of targeted programming and peer-led discussions, you’ll gain practical strategies and fresh insight into what’s working across the country, from onboarding tactics to marketing tools to long-term engagement planning.

Recommended Hotels

Boca Raton Marriott at Boca Center
5150 Town Center Circle
Boca Raton, FL 33486
(561) 392-4600

Renaissance Boca Raton Hotel
2000 NW 19th St.
Boca Raton, FL 33431
(561) 368-5252

Wyndham Boca Raton
1950 Glades Rd.
Boca Raton, FL 33431
(561) 368-5200

Hampton Inn Boca Raton
1455 Yamato Rd.
Boca Raton, FL 33431
(561) 988-0200

platinum sponsor

PLATINUM SPONSOR

Melissa Hansen
Director of Membership and Marketing
The Club at Olde Cypress

October 5th

2:00 PM - 5:00 PM  |  Registration

5:00 PM  |  Connections & Cocktails
This cocktail hour invites attendees to connect over drinks and conversation before the evening’s dinner. It’s an easygoing start to the Summit and a chance to meet fellow attendees, speakers, and the sponsors who help make the event possible.

6:00 PM - 6:30 PM  |  Welcome by C+RB and St. Andrews CC’s AGM, Joeseph Leonardi
Welcoming Remarks — The Engagement Summit begins with a warm welcome and a look at what’s ahead. This opening moment sets the tone for two days of conversation, connection, and ideas focused on elevating membership and marketing across clubs.

6:30 PM  |  Dinner
A Seat at the Summit — The evening kicks off with a relaxed dinner and reception, offering attendees a first taste of the Summit experience and of St. Andrews itself. It’s a chance to connect, unwind, and start the conversation in one of the club industry’s most inspiring settings.


October 6th

8:00 - 9:00 AM  |  Engagement Breakfast + Sponsor Networking

9:00 - 10:00 AM   |  State of the Industry
Speaker: Jason Becker, CEO, Golf Life Navigators
The Industry Pulse: Membership & Marketing Trends That Matter — In this opening session, Jason Becker will unpack the current state of the club industry. He will explore what drives demand, how expectations are shifting, and why real estate trends play a significant role in membership growth. He will share data on marketing performance, member behavior, and the strategies successful clubs are using to stay ahead. Expect sharp insights, hard numbers, and a clear look at where the industry is headed.

10:00 - 11:00 AM  |  Education Session
Speakers: Stephanie Valdes, Director of Membership & Marketing, Willoughby Golf Club & 
Denise Saari, Membership, Marketing and Communications Manager, Addison Reserve Country Club
Membership Momentum: Proven Sales and Marketing Plays for Private Club Growth — This session unpacks the strategies that are driving results. From lead generation and referral programs to campaign planning and conversion tactics, Stephanie Valdes and Denise Saari will share what’s working at their clubs and how you can adapt those plays to fit your own. It’s a practical and straightforward look at sales and marketing that moves the needle.

11:00 - 11:15 AM  |  Sponsor Networking Break

11:15 - 12:15 PM  |  Partnership Panel
Moderator: Melissa Hansen, Director of Membership and Marketing, The Club at Olde Cypress
Partner Perspective: What Vendors Are Seeing and Solving — This panel brings key partners to the table to share what they’re seeing across clubs, from common challenges to creative solutions. Moderated by Melissa Hansen, the conversation will highlight how vendors are supporting growth, what trends are gaining traction, and how collaboration is shaping the future of membership and marketing. It’s a chance to hear directly from those working alongside clubs every day.

12:15 - 1:15 PM  |  Engagement Lunch + Sponsor Networking Break

1:15 - 2:15 PM  |  Education Session 2
Speaker: Danita Osborn, Director of Membership & Marketing, Shadow Wood Country Club
Onboard Like a Pro: A First-Year Framework that Delivers — A strong onboarding experience sets the tone for long-term satisfaction and retention. In this session, Danita Osborn will walk through the first-year framework she’s developed to guide new members from welcome to full integration. From orientation timelines to touchpoint planning, you’ll leave with a structured approach to building connection and value from day one.

2:15 - 3:15 PM  |  Breakouts
The Engagement Exchange (Roundtable Breakouts) — The final session of the day shifts into smaller group discussions centered on real-world challenges and practical solutions. Attendees will engage with peers around shared topics, exchange ideas, and explore strategies that are working in clubs across the country. The format is casual, the conversations are focused, and the takeaways are actionable.

3:15 - 3:30 PM  |  Closing Summary
Speaker: Melissa Hansen, Director of Membership and Marketing, The Club at Olde Cypress
Forward with Engagement — The Summit concludes with a final look at the ideas, themes, and strategies that emerged throughout the event. This closing session offers a moment of clarity and momentum, helping attendees focus on where engagement efforts can have the greatest impact moving forward.

3:30 PM  |  Programming Concludes

Stephanie Valdes
Director of Membership & Marketing
Willoughby Golf Club

Denise Saar
Membership, Marketing and Communications Manager
Addison Reserve Country Club

Danita Osborn
Director of Membership & Marketing
Shadow Wood Country Club

Jason Becker
Co-Founder
Golf Life Navigators

Welcome to the Engagement Summit

This is a limited opportunity to build relationships and demonstrate value in a setting built for real conversation and meaningful engagement.

Interested in learning more about available sponsorship opportunities, please complete the form to download the sponsor prospectus.

What Your $525 Registration Includes:

• Full access to all Engagement Summit sessions and panel discussions
• Entry to The Engagement Exchange roundtable breakouts
• All conference materials and session takeaways
• Networking opportunities with fellow membership and marketing leaders
• Welcome dinner and networking event
• Breakfast and lunch on Monday
• Access to sponsor tables

Clubessential is the leading provider of membership and club management solutions to country, golf, city, yacht, and other private clubs. With more than 25 years of smart solutioning, the award-winning Clubessential software provides the next generation of club leaders with a full suite of integrated technology. Clubessential is known for delivering industry leading, comprehensive solutions through the Essential Suite offering website, mobile apps, accounting, tee-times, reservations, POS, CRM, single-source payment solutions, and other tools that enable more than 1,300 private clubs to make smart decisions and deliver exceptional member experiences, building stronger clubs to recruit, engage and retain members for life.

Joseph Leonardi
Assistant General Manager
St. Andrews Country Club