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UPCOMING TRAINING

Client Onboarding

Secrets to Starting a Strong Relationship

June 26, 2025 • 1:00 pm - 3:00 pm ET

How you onboard clients can make the difference between a short-term deal and a lasting partnership. This session offers the most effective recommendations for starting every relationship right.

Succession Planning

How to Prepare, Exit, and Empower the Future

July 15, 2025 • 1:00 pm - 4:00 pm ET

Whether you're five years out or already eyeing the door, succession planning is about building lasting success. This session covers preparing your agency transition with clarity, leadership, readiness, and exit options.

What Small Agencies Need to Know About AI

July 31, 2025 • 11:00 am - 3:00 pm ET

AI isn’t coming—it’s here, reshaping the way we work. This seminar offers practical AI tips for your agency and clients: what to adopt, avoid, and how to stay ahead without chasing every trend.

Standing Out in a Crowded Industry

August 12, 2025 • 1:00 pm - 3:00 pm ET

It’s noisy out there, and for smaller agencies, getting noticed is tough. This seminar will show you how to craft a message that resonates so you can attract better clients and sharpen your brand.

Mastering Account Service

The Complete Playbook

August 21, 2025 • 11:00 am - 3:00 pm ET

This hands-on session is a practical seminar for account service professionals. New or seasoned, you’ll gain proven ways to communicate, stay organized, think strategically, and strengthen client ties.

Evolving Your Pricing Strategy

From Time to Value

September 11, 2025 • 1:00 pm - 3:00 pm ET

Value-based pricing means aligning what you charge with the impact your work has on client results. This session breaks down how to see value from the client’s perspective, price it, and communicate it in proposals.

Hiring and Beyond

How to Develop and Retain Top Talent

September 23, 2025 • 11:00 am - 3:00 pm ET

Finding great people is hard. Keeping them? Even harder. If you want to build a team that stays, grows, and makes your agency better, this seminar is for you.

Building a Referral Strategy

Turning Relationships Into Revenue

October 7, 2025 • 1:00 pm - 3:00 pm ET

For small agencies, referrals can be one of the most powerful sources of new business, but most agencies treat them as lucky breaks, not a strategy. This seminar is about changing that.

Leveling Up from AE to AS

From Execution to Leadership

October 23, 2025 • 11:00 am - 3:00 pm ET

Advancing account executives to supervisors is key to agency growth. This session covers essential skills like leadership, problem-solving, budgeting, goal-setting, and team communication.

Building Better Strategy Through Research

November 13, 2025 • 11:00 am - 3:00 pm ET

For small agencies, great strategy starts with instinct—but the best ideas are grounded in real insight. This seminar shows how to bring market research into your process in a smart, scrappy, scalable way.

Real-Time Planning for Your Agency

December 4, 2025 • 1:00 pm - 3:00 pm ET

For small agencies, traditional planning feels impossible—too slow, too theoretical, and outdated. But winging it isn’t the answer. Real-time strategic planning keeps you agile and confident, even amid client chaos.

A Successor’s Guide to Owning and
Leading a Small Agency

December 17, 2025 • 1:00 pm - 3:00 pm ET

This seminar is for future owners and rising leaders who want to step confidently into agency ownership and gain the insights, tools, and mindset needed to build a thriving small agency.

Second Wind’s new workshop:
Unlocking Your Leadership Potential

April 21-22, 2026 • Gleacher Center • Chicago, IL

Introducing a two-day, hands-on experience for rising leaders in small and mid-sized agencies. Shift from execution to leadership with practical tools to lead teams, manage financials, grow the business, and strengthen client relationships—guided by experts, peers, and real-world scenarios.

Agenda and registration details to come.