Welcome & Opening Remarks
We’re kicking things off with a powerful welcome from Courtnie Nichols, the visionary behind The Biz Huddle. Courtnie will set the tone for the days ahead—sharing what inspired this event, what makes it different from any other industry experience, and how to make the most of your time here. Get ready for a mix of real talk, purpose, and big energy as we officially open The Biz Huddle.
Mastering The Art of Selling, Understanding The Psychology of a Buyer and Maximizing LTV (Jereshia Hawk)
In our opening session you will dive into what influences people to make buying decisions. How to align your messaging to convert more of your existing leads without relying on paid ads. Jereshia will discuss why your content isn’t attracting enough qualified clients and how to change that. Be ready to walk away with a new or refined lead generation strategy.
The Mindset of a CEO: How to Rewire Your Subconscious for More Confidence and Success (Jen Diaz)
Our subconscious mind impacts our actions, habits, and results. During this session, you'll learn about the different types of mindsets you need to embody in order to be a successful CEO. You'll learn how to make powerful shifts that will help you unblock and move forward with confidence.
Jet-Set Systems: Automate, Organize, and Scale Your Travel Agency From Chaos to Calm: Systems That Simplify Your Travel Business (Jordan Gill)
Tired of juggling endless tasks manually? This session is your roadmap to smarter systems that streamline your workflow, improve client experience, and free up your time. Learn what can actually be automated so every client gets the VIP treatment—without you working around the clock. Because a seamless client journey isn’t just good for business—it’s good for you, too.
Scaling Beyond the Solo Entrepreneur: Streamlining Operations with a Team (Tatiana O’Hara)
This workshop will teach you how to implement systems and delegate effectively to reduce burnout and increase productivity.
Systems Overhaul: Introduce project management tools (e.g., Monday.com, Asana) to simplify workflows and reduce friction.
Strategic Hiring & Delegation: How to hire and delegate to free up time for high-impact work.
Onboarding & Performance Management: How to set clear expectations and track team performance without micromanaging.
Building Your Team’s Core: Delegation, Accountability & Performance (Tatiana O’Hara)
Part II of Scaling. This session will build on the first part. You will learn tools to set up clear roles, responsibilities, and goals for your team.
Effective Delegation: How to delegate high-value tasks to scale faster.
KPIs & Performance Management: Setting up simple but effective performance metrics.
Team Communication: Best practices for transparent, productive communication.
Action Plan for Scaling Smarter (Tatiana O’Hara)
Part III of Scale. This time will be used to put together a 30 day action plan for imporving team communication, training and delegation. This will also be a time to get personalized advice for challenges you are currently facing in team and operations.
Provide practical templates and tools to start implementing immediately.
Focus on real-world solutions to common struggles like burnout, delegation, and system implementation.
Cocktails & Conversations. Legally Luxe: Protecting Your Brand, Business & Bottom Line (Alyce Zawacki)
We will dive into the legal must-knows for travel entrepreneurs. From ironclad contracts to safeguarding your brand and handling chargebacks, Alyce will break down the key legal protections every advisor needs. This interactive discussion will cover real-life legal scenarios, answer your burning legal questions, and equip you with practical strategies to avoid costly mistakes.
Sip, learn, and leave legally empowered. 🍸✨
Dinner on Your Own: Explore Austin
The evening is yours to explore! Grab a few fellow attendees and discover Austin’s vibrant food scene—from rooftop tacos to upscale southern fare. Whether you’re looking for a laid-back bite or a lively hotspot, this is the perfect time to unwind, connect, and soak in the city’s flavor.
Breakfast & Networking
Start your morning with a delicious breakfast and meaningful conversation. This is your time to fuel up, grab your coffee, and connect with fellow advisors before we dive into the day’s sessions. Whether you’re meeting someone new or catching up with industry friends, these moments are where real collaboration begins.
Booked & Banked: Designing Your Highly Profitable Luxury Travel Business (Kim Trathen)
Discover how to build a 6-figure business model and marketing strategy that attracts high-end clients. In this interactive session, you'll assess where your business currently stands, identify key profitability gaps, and map out the next steps to increase your revenue and position yourself as a trusted luxury advisor.
Social Media Deep Dive (Shannon McKinstrie)
Unpack the four foundational content pillars to customize for your brand so you can easily and confidently create content with a weekly plan you can stick to + the type of content that's working now.
SEO Power Hour Party! Mastering Visibility: SEO Strategies for Sustainable Growth (Meg Clarke)
Are you tired of feeling like your website is lost in the digital abyss? In this high-impact SEO Power Hour, Meg Clarke of Clapping Dog Media will break down exactly how to optimize your online presence so your ideal clients can find you with ease.
From uncovering the secrets of Google’s algorithm to practical, no-fluff strategies you can implement immediately, this session will equip you with the knowledge to boost your search rankings, drive quality traffic, and convert visitors into loyal clients. Whether you’re an SEO newbie or looking to refine your current strategy, Meg will guide you through the must-know tactics that make a real difference.
Get ready for an interactive, action-packed hour that demystifies SEO and helps you take control of your digital presence.
The Travel Pro’s Guide to Email Marketing: Build, Nurture, Convert (Sam Vander Wielen)
Your email list isn’t just a backup plan for social media—it’s your most valuable marketing asset. But are you using it to its full potential? In this session with attorney-turned-entrepreneur Sam Vander Wielen, you’ll learn how to attract the right subscribers, keep them engaged with emails they actually want to read, and turn them into loyal, repeat clients. We’ll cover the biggest mistakes travel pros make, how to audit your opt-ins and newsletters, and simple strategies to optimize your emails for more bookings and revenue. Whether you're just starting or ready to refine your strategy, this session will give you the tools to make email marketing work for your business.
Beyond the Booking: How AI is Reshaping the Travel Advisory Business (Tahnee Perry)
AI is changing the economy, the way we work, and how people travel—and it’s redefining what it means to be a travel advisor. In this two-hour session, we’ll explore how these shifts are impacting the travel industry and what they mean for your business. Through real-world case studies, you’ll see how AI is transforming leisure travel and learn how to integrate it into your workflows. We’ll also play Human or AI, a fun debate on who should do what, followed by small group brainstorming to identify the best AI use cases for your business and how to implement them.
Mastering Your Business Finances from Profitability to Growth (Natasha Carillo)
In this workshop, you'll gain a comprehensive understanding of your business's financial health, from reviewing your Profit & Loss statements to identifying hidden expenses and inefficiencies. We’ll cover essential topics like cash flow management, budgeting, and leveraging tools to make managing your business finances easy and clear. Walk away with actionable insights to make smarter financial decisions and ensure your business’s sustainability and profitability.
Closing Remarks & Send-Off
As we wrap up an incredible few days together, we’ll gather one last time to reflect, celebrate, and look ahead. Courtnie will close out The Biz Huddle with final thoughts, takeaways, and a few parting words to keep you inspired long after you leave Austin. You came to grow—now go implement, lead, and keep the momentum going.