Welcome Happy Hour

4:15-5:30 PM MT | Element Hotel

Breakfast

6:30-8:30 AM MT | Element Hotel

Kick-Off

9-9:30 AM MT | XYPN HQ

Working Genius for Leaders: Understanding How You Show Up

9:30-12:00 PM MT | XYPN HQ

High-performing teams start with leaders who understand how they show up, where they add the most value, and where their blind spots can create friction. This workshop uses the Working Genius framework to build self-awareness around your natural strengths, frustrations, and leadership tendencies, whether you are preparing for your first hire or leading an established team.

Through a pre-session assessment and guided discussion, you’ll identify the types of work that energize you, the responsibilities that drain you, and how those patterns shape your communication, delegation, and decision-making. You’ll use that insight to better understand the teammates you already lead or to clarify what strengths your future hires should bring, so you build a team that complements your working style instead of duplicating it. You’ll learn how different working styles work together in practice and how to lead in a way that supports clarity, trust, and sustainable performance as your firm grows.

Lunch

12-1:00 PM MT | XYPN HQ

Creating Your Team Culture: Aligning Your Performance Principles 

1-3:30 PM MT | XYPN HQ

This workshop transforms your firm’s "why" into a functional management tool, establishing the core values and purpose that serve as the groundwork for every decision, from hiring your first team member to interacting with clients. This workshop is designed to help you uncover the unique principles that define your firm’s culture. You’ll learn how to distill your core values into the expectations, meetings, and behaviors your team models so your clients will experience a seamless experience.

Happy Hour with Team XYPN

4-5:00 PM MT | XYPN HQ

Breakfast

6:30-8:30 AM MT | Element Hotel

Designing Your Accountability Structure

9:30-11:30 PM MT | XYPN HQ

Strong leaders don’t just manage people, they create clarity around ownership. Many hiring decisions and performance frustrations are driven by urgency: too many emails, too many onboarding clients, or teammates stretched thin without clear ownership. Urgency is often a symptom of unclear structure, not just a staffing problem.

In this hands-on workshop, you’ll use XYPN’s accountability tracking framework to map every major responsibility inside your firm, evaluate who owns it, and identify where time, skill, and energy are misaligned. Rather than jumping straight to a job description or performance fix, you’ll define the outcomes each role is responsible for, the authority required to deliver them, and how those roles support your firm’s future direction.

Through guided exercises and breakout collaboration, you’ll build a leadership structure that supports both intentional hiring and stronger day-to-day management.

Lunch

11:30-12:30 PM MT | XYPN HQ

Building Out the Compensation and Benefits Strategy

12:30-2:00 PM MT | XYPN HQ

In this workshop, you’ll dig into current industry benchmarks and practical frameworks for setting teammate benefits and compensation, including realistic cost ranges and budgeting strategies tailored to advisory firms. You’ll leave with clear guidelines on what firms like yours are investing in their teams and actionable ideas you can put into practice immediately. Collaborative peer discussions will help you translate your firm’s culture and values into sustainable benefits, attracting and retaining top talent.

The Hiring Playbook: From Theory to Action   

2:30-3:00 PM MT | XYPN HQ

You’ve defined your culture, set your values, and mapped out your compensation; all the essentials for building a thriving, modern firm! Now, it’s time to find your next A-player. This session jumps into the actionable “how” of hiring. We will walk through a practical, step-by-step framework to execute an equitable, effective, and compliant hiring process, ensuring you bring on talent that helps you scale your firm the right way. 

Roundtables

3:00-4:00 PM MT | XYPN HQ

In the final session, you'll recap the progress and insights you've gathered with one another. You’ll engage in a collaborative environment to apply the lessons you’ve already learned while solving the unique challenges that come with expanding a team. 

Wrap Up

4:00-4:30 PM MT | XYPN HQ

Dinner with XYPN

5:30-7:30 PM MT | Downtown Bozeman