Business Acceleration Masterclass

    An educational masterclass series on power plays
    for building a high-performance business.

    Powered by Insperity®

    Business Acceleration Masterclass

    Sept. 22nd, 2021, 7:30a—1:00p @ SPIRE in UTC, San Diego | Powered by Insperity:

    Insperitiy Logo

    About the Masterclass

    What's the goal of the masterclass?

    The goal of the masterclass is to educate, enable, and empower executive-level leaders to build high-performance businesses. The topics are focused on two primary areas:

    • Commercialization of the business (i.e., sales, marketing, customer service)
    • Organizational strategy and scalability (i.e., operations and strategic planning)

    In summary, attendees should expect to walk away with proven, actionable strategies and tactics they can use to improve and scale the performance of their business and specific organizational functions.

    Who's running this masterclass?

    Seven independent experts in their respective fields have banded together to act as an informal "business advisory council," offering a quarterly masterclasses series for key executives. 

    Think of this band of seven experts as superheroes that can help you tackle barriers to growth, ramp up the performance of your business, and will serve as a sounding board for your best and brightest ideas.

    Masterclass Topics

    Achieving Exponential Business Growth

    4 Goldmine Strategies to Increase your Marketing Leverage and Capitalize on the Economic Recovery

    HubSpot Video

    Presented by Sarah Polk, CMO, Chief Outsiders

    Building a High-Performance Culture

    How to create a culture capable of producing extraordinary results

    HubSpot Video

    Presented by Richard Eppel, President, Strategic Momentum

    In this 90-minute masterclass, you will learn key distinctions to help you assess your current culture and its impact on your business performance and understand how to design a culture capable of producing the results you want to achieve.

    When considering taking time to attend this masterclass, ask yourself the following questions:

    • Are the current results what you want?
    • Are you losing market share? 
    • Do the results provide the free cash flow you want? 
    • Do the results support a sustainable business? 

    Will you receive the valuation you want if you are going to sell or recapitalize your business? Finally, do you want to continue business as usual?

    If so, your current culture is just fine, and you do not need to take the time to attend the masterclass. However, suppose you want to create an unprecedented result.

    In that case, you have to change your culture since your culture drives the system that is producing the current business as usual results.

    To achieve an unprecedented result, you have to shift from extending the past to creating from the future. You have to change your mindset from knowing before committing to committing before knowing. 

    You have to recognize that your present culture will perpetuate the past results. If you want new results, you have to change and align the future culture with the results you want to produce.

    In summary, what got you here will not get you there! To create an unprecedented result, you have to change how people think and act! You have to change the culture!

    Accelerating Marketing Speed & Performance

    3 smart playbooks to accelerate your campaigns and get more leads 

    HubSpot Video

    Presented by Tracey Saenz, CEO, Principal, Social Currency

    In this 90-minute, hands-on masterclass, you’ll learn how to launch marketing campaigns faster and make them more effective by implementing the campaign frameworks used by leading marketing teams.

    You’ll walk away with a custom marketing operations assessment and three playbooks so you can leverage proven processes to expedite campaigns and develop best-in-class creative.

    The Paradox of Selling: Why Salespeople Fail

    Behaviors, attitudes, and techniques to help salespeople act as though they don’t need the business, despite being compensated on performance

    HubSpot Video

    Presented By Brian Jackson, President, Sandler Training San Diego

    Salespeople are driven by commissions and paid based on performance, and yet, for them to perform and succeed, they need to act as if they don't need the business—thus, this becomes a paradox that needs to be addressed.

    In this 90 minute masterclass, we will discuss the different behaviors of sellers, how behavior can impact results, and how to use multiple techniques to combat a paradox that plagues virtually every sales organization.

    Reasons Why Sales Aren’t Increasing As Planned

    Best practices for increasing sales, and pitfalls to avoid

    HubSpot Video

    Presented by Greg Grand, CEO, G Squared Advisors, Fractional VP of Sales, Sales Xceleration

    In this 90-minute hands-on masterclass, you will learn about the common struggles experienced by CEOs when scaling for growth. This will be an overview of how to fix these issues.

    This masterclass will give you powerful, actionable items you can start implementing the same day to increase your sales effectiveness and increase profits. You'll walk away with a personalized sales assessment for your organization.

    Get a Grip on your Business with EOS™: Are you running your business, or is it running you?

    Clarify, simplify and achieve your vision with the Entrepreneurial Operating System™

    HubSpot Video

    Presented by Jon Kludt, Professional EOS Implementer®, Kludt Consulting

    Are you a business owner or a senior-level executive and want to see your business consistently run better and grow faster? Jon will introduce you to the Six Key Components™ of a successful business.

    1. Vision- Clearly define and communicate your vision and plan
    2. People- Getting the right people in the right seats
    3. Data- Using great scorecards throughout the organization
    4. Issues-The issues list and the "Issue Solving Track"
    5. Process- Getting the most important stuff done the right way every time.
    6. Traction- Executing your vision with accountability, discipline, and focus

    You will walk away with a set of simple, practical tools that you and your leadership team will use immediately to focus on priorities, get clear on issues and gain traction together, as a healthier leadership team.

    Over 80,000 companies around the world use these timeless, practical EOS™ tools to run their business.


    Utilizing Modern CRM Technology to Win Big

    How modern CRM technologies are used for scaling up

    HubSpot Video

    Presented by Gregg Anderson, CEO, and Co-Founder, Origin 63

    In this 90-minute hands-on masterclass, you'll learn the contemporary definition and purpose of a CRM and what you're missing from your CRM strategy to get the most ROI from your CRM investment.

    We'll talk about how CRM tools critically impact growth and performance, what is sales enablement and how it improves revenue, the five core functions of a CRM, and much more.

    Bonus: Attendees will walk away with an actionable CRM-health assessment tool that you can share with your team!

    Event Details

    Date and Location

    Date & Time: Wednesday, September 22nd, 2021, 7:30a to 1:00p PST

    Location: SPIRE (formerly Corporate Alliance) in UTC

    Address: 9540 Towne Centre Dr., Suite 150, San Diego, CA 92121

    spire-logo (1)


    Catered Breakfast/ Arrival: 7:15 to 8:00 AM

    Masterclass Tracks: 7:30 AM - 12:30 PM

     Track I : 7:30 - 9:00 AM

    Break: 9:00 - 9:15 AM

     Track II : 9:15 - 10:45 AM

    Break: 10:45 - 11:00 AM

     Track III : 11:00 - 12:30 PM

       Masterclass Topics 

    • Achieving Exponential Business Growth
    • Building a High-Performance Culture
    • Accelerating Marketing Speed & Performance
    • The Paradox of Selling that Limits Sales
    • Why Sales aren't Increasing as Planned
    • Get a Grip on your Business with EOSTM
    • Utilizing Modern CRM Technology to Win Big

    Catered Lunch/ Networking: 12:30 - 1:00 PM

    About the Speakers

    Sarah Polk, CMO, Chief Outsiders

    Sarah PolkSarah is a Chief Outsiders CMO based in San Diego, California. She helps B2C companies, start-ups, and turnarounds create and execute strategies to improve product positioning, brand recognition, and revenue.

    With deep senior-level management and marketing expertise, Sarah leads businesses through international expansion initiatives, difficult transitions, mergers, acquisitions, and turnarounds. Adept at recognizing growth opportunities, strategic positioning, creative conceptualization, new product launches, and brand management, she builds and expands extensive marketing departments to maximize ROI and shareholder value.

    Also skilled at product marketing, she works with engineering teams to craft products that meet the market's needs. With an ability to inspire and lead cross-functional global teams, Sarah builds productive, long-lasting business relationships.

    LinkedIn Profile | Website

    Richard Eppel, President, Strategic Momentum

    Richard has been a business leader in the high-tech industry for over 35 years. Specializing in Richard Eppelcorporate turnarounds, he has brought his high energy, results-oriented approach, and powerful analytical, strategic, and communications skills to bear on a wide range of organizations.

    Leveraging his experience as a turnaround CEO, Richard partners with CEOs and their teams to unlock the enterprise value obscured by organizational misalignment and dysfunctional conversations. Richard takes a systems approach and focuses on aligning vision, strategy, operational processes, and culture, emphasizing aligning the culture to achieve the desired results.

    Richard firmly believes that culture, how people think and act, is the crucial performance diver. Richard’s commitment is to achieve a 10X improvement in enterprise value within five years.

    LinkedIn Profile | Website 

    Tracey Saenz, CEO & Principal, Social Currency

    Tracey headshotTracey has a marketing background with 20 years of experience across early-stage startups and Fortune 100 companies. As general manager of a consumer packaged goods business, she had P&L responsibility for two challenger brands. She revitalized a personal care brand, turning it into the fastest-growing product in its category, increasing revenue by 412%, and establishing international distribution in 16 countries.

    Tracey launched a first aid product, winning national distribution in major food, drug, and mass stores within six months. As the leader of a David brand competing against Goliaths, she learned first-hand how to gain market share from well-funded competitors. Tracey has held positions in consumer packaged goods, biotech, and software. She employs a deep knowledge of modern marketing techniques to create measurable results.

    LinkedIn Profile | Website

    Brian Jackson, President, Sandler Training San Diego

    Inside Profile Cropped-1President/Owner of Sandler Training of San Diego, Brian champions an honest, no-nonsense consultative approach to sales and management that gets results while preserving self-respect. Real change occurs incrementally—and there is no quick fix.  Ongoing reinforcement produces lasting, measurable improvement in sales revenue. 

    Outside of business, Brian enjoys taking his children camping with the YMCA Adventure Club "Indian Guides," fishing in Mission Bay, and hiking Mission Trails.

    LinkedIn Profile | Website

    Greg Grand, CEO, G Squared Advisors, Fractional VP of Sales, Sales Xceleration

    Greg Grand

    Most small and medium-size companies reach a stage where growth stagnates, new client development slows or stops, and revenue flattens or declines, leaving owners frustrated and having to focus more on sales than on running their business. These challenges are common and often stem from a company’s sales strategy and tactical execution.

    Greg acts as a Fractional VP of Sales who concentrates on helping small and mid-sized companies optimize their sales strategy, process, and execution. He focuses not only on the strategic level but also on the tactical level, all to help companies achieve record-breaking sales results.

    Sales Xceleration provides customized sales solutions to small businesses and mid-sized corporations that want to launch or expand their sales operations. Sales Xceleration consistently delivers sustainable sales performance improvement for their clients by developing and executing sales strategies and processes.

    LinkedIn Profile | Website

    Jon Kludt, Professional EOS Implementer®, Kludt Consulting

    Jon Kludt Image

    After eighteen years of building his family business, Jon became frustrated that we weren't getting what we wanted from the business. In Jon's desire to figure out how to fix it, he discovered Traction® and EOS®. By implementing EOS® in his company, his employees could get on the same page with the company's vision, executed it more consistently. They built a strong team to help the company achieve success day in and day out.

    Jon was also able to step out of the day-to-day operations and let the leadership team run the company. As a Professional EOS Implementer®, his passion is to help business owners that are frustrated with their business and want to take back control. Jon does that by simplifying, clarifying, and helping his clients achieve their vision by implementing EOS® in their companies.

    The Entrepreneurial Operating System® (EOS®) is designed to get you what you want out of your business. EOS® does that by giving you a complete, proven system, with straightforward tools and concepts, and a proven process to get it in place.

    Gregg Anderson, CEO & Co-Founder, Origin 63


    Gregg is the co-founder and CEO of Origin 63. Gregg’s primary expertise is helping startups and middle-market companies grow by improving their sales, marketing, and customer service technologies. Gregg volunteers for the SDSU Lavin Entrepreneurship Center, the SDSU ZIP Launchpad, and the Regional Entrepreneurship Center Innovation Lab at San Diego Miramar College.

    Origin 63 works with high-tech and professional services companies that are looking to solve key sales and marketing technology issues and build a strong technology backbone. By helping our clients implement and maximize value from sales and marketing technology solutions, Origin 63 helps drive remarkable results from key growth initiatives set by leadership.

    Gregg holds a bachelor’s degree from SDSU and is a Veteran of the U.S. Coast Guard.

    LinkedIn Profile | Website


    Our full-service HR solution delivers

    At Insperity, it’s not just HR outsourcing, it’s HR that makes a difference.™ Our comprehensive, scalable HR solutions offer an optimal blend of service and technology to facilitate growth by streamlining processes related to payroll, benefits, talent management and HR compliance. We provide the tools to help you lighten your administrative load, maximize productivity and manage risks – so you can focus on growth. Because that’s what it means to have a true HR partner.

    employee benefits

    Employee benefits

    Offer employee access to Fortune 500-level benefits, including medical, dental and vision coverage. We’ll take care of the management and administration tasks.

    Find out more →

    payroll services

    HR admin and payroll

    We will process payroll and handle tasks such as W-2s and W-4s, employment verification, payroll management reports, plus garnishment and deduction administration.

    Find out more →

    employment documentation

    Risk management and HR-related compliance

    Receive workers’ comp coverage and employment practices liability insurance coverage. Also, get assistance with HR-related government reporting, wage claims and audits, EEO services and more.

    Find out more →

    recruiting services

    Talent management

    Get one-on-one help with creating an employee handbook, job descriptions, recognition programs, as well as employee training and performance management.

    Find out more →

    hr support

    HR support

    Count on a dedicated team of HR specialists to provide the quick answers and assistance you need to navigate many of your complex HR challenges.

    Find out more →

    cross device

    HR technology

    Automate and streamline crucial HR tasks such as payroll, employment administration, benefits management and more using a single, integrated HR solution.

    Find out more →



    Is there a fee to join the event?
    Not this time around. Lucky you! 🍀

    Can I attend the event via Zoom?
    No, sorry. This event is being held in person.

    Will there be food and beverage?
    Breakfast and lunch will be professionally catered. 🍽️

    If I can't go, can I send my employees instead?
    Yes, but please send only your most senior employees (i.e., department heads, key executives, leadership, etc.).

    Why is this event being hosted?
    Our objective with this event is to provide high-level and hands-on education to grow your business with no strings attached. We believe in putting good in the world to get good out. We're just maxing out our karma points.

    Can I pitch my services at your meeting?
    Absolutely not. We do not allow any type of "pitching," whether from hosts or guests and we expect it to stay that way.

    Aren't you worried about COVID-19?
    As of June 15th, 2021, the CA State Government is regulating events with more than 5,000 attendees. We'll likely have around 25 attendees. Please do your part and get vaccinated if you haven't already! 

    Will there be more of these events?
    We plan to host a masterclass three times per year and will be releasing future dates very soon.

    Will this event be recorded?
    No, sorry.

    Are consultants and service providers allowed?
    The in-person masterclass is open to consultants and service providers if you are invited or have a relationship with one or more of the facilitators.

    Will this masterclass be fun?
    Yes! Fun is an understatement. 🥂

    More Questions?

    Contact Gregg Anderson at Gregg [at]