Slide Dallas, TX | Dec 7-9, 2021 scaling up
master class
Register Now
More companies die of indigestion than starvation. - Andy Grove

Are you a leader of a growing mid-market firm?

Join Verne Harnish and his experienced team for 2.5 days of executive education in Dallas!

After 3 years of trying, John Ratliff was finally able to get his leadership team to implement the Scaling Up methods after only 2 hours of them attending Verne’s 2-day intensive workshop. Hear his story in the video above! 

The Scaling Up Performance Platform has helped the leadership teams of over 70,000 scaleups through a set of tools/techniques that address the 4 decisions in scaling a business: People, Strategy, Execution, and Cash – based on the book Scaling Up: How a Few Companies Make It…and the Rest Don’t with almost a half-million copies in print across 17 languages. 

This multi-award-winning global master class offered to YPO exclusively has been honed over two decades and we’re now giving scaleups everywhere this complete solution – a combination of assessments, learning, coaching, and software to help you manage the chaos that comes with scale. It’s a highly interactive workshop with teams seated at roundtables to facilitate discussions and decision-making.

Voted the "Best Business Educational Event" in YPO

… and hosted in over 40 other cities worldwide.

MORE MONEY

2x Cash Flow
3x Industry Average Profitability
10x Valuation

MORE TIME

Reduce by 80% the time it takes to manage the business.

MORE FUN

Support to speed the process and take the load off the leadership team.

Testimonials

“The most intense and highest value for time and money training event from YPO so far. I wish we could have some of this at HBS.”

YPO Past Attendee

 Izi Kohen (Istanbul Chapter)

“Rockefeller system delivers more value for the $ than anyone else in the business!”

YPO Past Attendee

Henry McGovern, Chairman and CEO AmRest

“Extraordinarily implementation oriented; great since we could bring our teams with us; so far the best YPO seminar I have ever attended.”

YPO Past Attendee

Jochen Werz (Greater Europe Chapter)

Workshop Overview

PEOPLE: Recruitment, on boarding, coaching & culture: Designing the employee journey.
STRATEGY: Purpose, core customer, brand promise & identifying the company culture.
EXECUTION: Systems, processes & accountability through current technologies.
CASH: Cash flow, margins, key performance indicators & efficiencies.
PLUS: Each team of 3 or more that signs up for the Master Class will receive a complimentary Scaling Up 4 Decisions Assessment and Cash Flow Story assessment.
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The Master Class is for...

Leadership Teams new to Scaling Up who want to get a significant jump-start in implementing the tools and techniques.
Experienced leadership teams desiring to review, fine-tune, and advance their implementation of Scaling Up. 
CEOs with new team members that they want to get up-to-speed and spend quality time integrating onto the team. 
CEOs looking to strengthen relationships with the leadership of customers/key suppliers. 
CEOs who want to run their companies like a professional sports team, not a family. 

Speakers

Verne Harnish

CEO & Author of Scaling Up: How a few Companies Make it…and Why the Rest Don’t
Read Bio…

Additional Facilitators

JOHN RATLIFF

CEO, investor, entrepreneur and Scaling Up Coach
Read Bio…

RON LOVETT

Author of Scaling Culture
Read Bio…

TAMSIN WOOLEY-BARKER

Author of TEEMING
Read Bio…

ALAN MILTZ

Co-Author of The Cash Section of Scaling Up
Read Bio…

ANDY BAILEY

Author, Boundless Self (Coming soon) and Founder, Petra Coach
Read Bio…

Bill Gallagher

Entrepreneur, CEO and executive with 6 companies from startup through $550M
Read Bio…

Master Class Agenda

Monday, Dec 6, 2021
CEOs Only Session

7pm-10pm

Verne, John, and Ron will address several topics unique to the CEO re: People, Strategy, Execution, and Cash. John scaled his firm through 24 acquisitions and exited for 14x earnings; Ron scaled his to 1500 employees and exited for 24x earnings. Both these seasoned Scaling Up leaders will share their insights along with Verne.

Day 1 - Tuesday, Dec 7

8:30am-9:30am CST

Breakfast

09:30am – 1:00pm CST | Session 1: INTRO (Verne)

Introduction, #1 Question, 3 Disciplines; FAST vs SMART goals

1:00pm – 02:30pm CST

Lunch

2:30pm – 4pm CST | Session 2: PEOPLE (Verne)

PEOPLE -- Verne will cover the FACe and PACe tools, hiring, onboarding, engagement, and organizational structure

4:30pm – 5:30pm CST | Guest CEO Ron Lovett

In-person, Ron will share how he scaled his firm to 1500 employees through a “team of teams” approach. Lovett is the author of Outrageous Empowerment.

7:30pm - 9:00pm CST (or later) | Session 3: CORE VALUES (Verne)

OPTIONAL Session is a deeper dive for those working on/refining their Core Values and Purpose. Verne and team will stay as long as necessary to help teams work through the nuances of these foundational decisions bridging People and Strategy.

Day 2 - Wednesday, Dec 8

9:00am – 10:00am CST

Breakfast

10:00am - 1:00pm CST | Session 4: STRATEGY (Verne)

Verne will cover the SWT, 7 Strata, One-Page Strategic Plan (OPSP), and Vision Summary tools, as well as how to craft a STRATEGY that dominates a niche.

1:00pm – 02:30pm CST

Lunch

2:30pm - 3:15pm CST | Guest Author

3:15pm - 5:30pm CST | Session 5: EXECUTION (Verne)

Verne will cover the Rockefeller Habits Checklist, priorities/themes and meeting rhythms.

7:00pm CST - ? | Session 6: PRIORITIES (Verne)

OPTIONAL session to dive deeper into setting specific priorities and the formulation of your quarterly/annual themes for 2021. We’ll also take a deeper dive into your specific KPIs. Again, Verne and team will stay as long as necessary to help teams work through these decisions.

Day 3 - Thursday, Dec 9

10:00am - 1:00pm CST | Session 7: EXECUTION & CASH (Alan Miltz, Verne)

Back to the PACe tool to “Banish Sloppiness” through a focus on process improvement. Then a focus on the CASh and Power of One tools. Special guest Alan Miltz via Zoom from Australia.

1:00pm – 02:30pm CST

Lunch

2:30pm – 4:00pm CST | Session 8: SUMMARY (Verne)

OPTIONAL session to give additional time for your teams to gather to make some final decisions, complete the one-page Vision Summary, and ask questions of Verne and the team as you prepare for 2021.

Registration

Register for the Scaling Up Master Class below:

Team of 6+

1,195

per seat (40% discount)

Team of 3

1,495

per seat (25% discount)

1 Executive

1995

per seat

For Coach Clients, EO, and YPO members, please reach out to Mike Davies at mike@scalingup.com to receive a discount.

Cancellation Policy: If you cancel within 72 hours, you’ll receive a  refund. Because we have to guarantee food if you cancel after 72 hours before the event, you will be charged $300 per cancellation and refunded the remaining amount. 

Reserve your group rate of $199/night.

Reservation Cutoff Date:
The final date to secure your group rate is Nov 22, 2021, 12:59pm CST.

Partnership Options

Customized packages to promote your brand and connect with clients

Platinum Level

1 Executive registration
ScaleUp Summit, Monday-Thursday


2 Exhibitor/Staff registrations
ScaleUp Summit, Tuesday-Thursday


Private lunch with speaker
4 invitations, Tuesday-Thursday


1 reserved table with company logo for 10 executives
ScaleUp Summit, Tuesday-Thursday


12×12 Exhibit space
ScaleUp Summit, Tuesday-Thursdayy


Branding Exposure
Hotel branding with company logo, ScaleUp Summit website, Company recognition in Summit Event program and mobile app


Private Breakfast space
Wednesday morning
Food and a/v costs- exhibitor expense


Private lunch sponsorship
Welcome signage with company logo


Verne to recognize and thank sponsors from the stage during closing remarks

Gold Level

1 Executive registration
ScaleUp Summit, Monday-Thursday


2 Exhibitor/Staff registrations
ScaleUp Summit, Tuesday-Thursday


Private lunch with speaker
4 invitations, Tuesday-Thursday


1 reserved table with company logo for 10 executives
ScaleUp Summit, Tuesday-Thursday


12×12 Exhibit space
ScaleUp Summit, Tuesday-Thursday


Branding Exposure
Hotel branding with company logo, ScaleUp Summit website, Company recognition in Summit Event program and mobile app


Verne to recognize and thank sponsors from the stage during closing remarks

Silver Level

1 Executive registration
ScaleUp Summit, Tuesday-Thursday


2 Exhibitor/Staff registrations
ScaleUp Summit, Tuesday-Thursday


6×6 Exhibit space
ScaleUp Summit, Tuesday-Thursday


Branding Exposure
Hotel branding with company logo, ScaleUp Summit website, Company recognition in Summit Event program and mobile app


Verne to recognize and thank sponsors from the stage during closing remarks

Additional Sponsor Options

To learn more contact Mike Davies @
mike@scalingup.com

Frequently Asked Questions

WHERE IS THE 2021 SCALING UP MASTER CLASS WORKSHOP?
The Scaling Up Master Class workshop is at the Sheraton Dallas, in Dallas, TX.
WHAT’S THE WORKSHOP SCHEDULE?
The Master Class Summit begins 7:00pm Monday, Dec 6 for CEOs. All other attendees will begin on Tuesday, Dec 7 at 9:30am and concludes Thursday, Dec 9 at 5:00pm. We’ll continue to fill in details about the speaker schedule as the workshop gets closer.
WHAT DOES THE TICKET PRICE INCLUDE?
The ticket price includes your admission to the 2.5-day Summit with lunch, coffee and snacks on each day.
DOES REGISTRATION INCLUDE TRAVEL COSTS?
No. All travel costs – including airfare, transportation and hotel accommodations – are the responsibility of the attendee.
IS THERE A GROUP DISCOUNT?
There is! The more team members you bring, the larger the discount you'll receive. If you're a member of a YPO or EO chapter, email mike@scalingup.com to receive a 20% discount code for group discounts. If you're working with a Scaling Up Coach, please reach out to them, as they have a $200/seat discount for you!
ARE SPONSORSHIPS AVAILABLE?
Yes! You can email Mike Davies (mike@scalingup.com)
WHAT’S THE CANCELLATION POLICY?
If you call or email us on or before December 3, 2021, you will be refunded the full amount. Cancellations made after December 3, 2021 will be required to cover the $295 food fee and refunded the remaining amount.
ADDITIONAL QUESTIONS?
You can reach out to Mike Davies (mike@scalingup.com) for any additional questions.

Summit
Contact

mike@scalingup.com