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2022 Summit: High Performance Teamwork

DATE: November 18th, 2022
TIME: 1:00PM - 7:30PM
WHERE: Gillette Stadium

2022 has been a breath of fresh air and we are excited to be meeting in-person once again! We are looking forward to an awesome day.

We have worked hard to implement a hybrid work environment and we recognize that the working world looks different now. Thank you for sticking with us as we navigate this together, all while keeping our clients #1. You continue to embody the meaning of #KLRProud. - Alan Litwin

Our 2022 theme: High performance teamwork represents the key to our ongoing success as we strive to find ways to maximize our effectiveness and productivity of remote, in-person and hybrid work. Here's what we have in store ...

2022 Summit Agenda:

Timeslot Details
1:10 – 1:40PM Welcome & State of the Firm - Alan Litwin
1:40 - 2:40PM National Keynote Speaker – Erica Dhawan
2:40 – 2:50PM Q&A
2:50 – 3:10PM Break
3:10 – 4:00PM Fireside Chat - Alan Litwin/Mike Tousignant
4:00 – 4:30PM Future Outlook - Paul Oliveira
4:30 – 4:45PM Closing - Paul Oliveira/Alan Litwin
4:45 – 7:30PM Networking Reception
We are looking forward to an insightful, informative day where we can connect IN PERSON and meet new colleagues. - Paul Oliveira

Meet Our Keynote Speaker: Erica Dhawan

Topic: High Performance Teamwork in a Hybrid Workplace

During this session, collaboration expert Erica Dhawan will help KLR colleagues understand the practice of using connectional intelligence as the key to purposeful collaboration in our new normal. Colleagues will shift the notion of collaboration from more meetings and emails, to productive engagement that maximizes the effectiveness and productivity of remote, in-person and hybrid work. Learning outcomes include:

  • Align on what work tasks are best done in-person or remote and the key leadership and team behaviors required in each environment
  • Learn and commit to improved collaboration practices in both in person and remote work in 4 areas: meeting culture, digital communication, team spirit and collaboration tool usage
  • Align on individual and team commitments for effective teamwork, inclusion and client service in a hybrid workplace

About Erica: Erica calls herself a 21st Century collaboration expert who's studied human innovation and collaboration for over 15 years. She is an executive leader who started and built a business, but had plenty of failures along the way. She has written two books on collaboration, communication, and teamwork and has shared her insights with over 200 audiences around the world. When she is not working she loves listening to music, dancing and spending time with her husband and two kids. You can learn more about Erica here.

Fireside Chat with Alan Litwin/Mike Tousignant

KLR has had quite the journey these last 40+ years. What started as a two-person firm has blossomed into a team of over 280. Join Mike and Alan for an intimate conversation as they travel through KLR’s journey, filled with successes (and setbacks) that made the firm what it is today. The conversation will take a close look at trust, reputation, risk taking and teamwork and the important decisions that were made along the way. The discussion promises to be fulfilling and enlightening and will certainly make you #KLRProud!

Check out our tips and FAQs below as we get ready for an awesome day!

  • Please arrive 15 minutes early as the escalators will be shut off promptly at 1:05PM.
  • Posting About the Summit on Social? Please tag us! @KLR_CPA on Instagram, @KLRCPA on Facebook. Need a hashtag? Try these: #CareersatKLR #KLRProud
  • Meet Three New People! More than half of you have never attended a Summit so there will be a lot of new faces - introduce yourself, make a new friend or finally meet someone face to face.
  • Have Fun!


  • How Do I Register? No need to register, we expect everyone from KLR /KLR Wealth/KLR Search/KLR Outsourcing/Envision to be in attendance. If for some reason you're unable to make it, please let Ashley Brown, Senior Marketing Manager know.
  • What Should I Wear? You certainly don't need to wear a suit but we still want you to look presentable. Remember, the entire firm will be attending and there are a lot of new faces to meet!
  • Will There be Time For Questions? Yes, after Erica's keynote we have allotted time for Q&A and encourage you to participate. There will be a mic placed in the center aisle, please go up and ask your question so that everyone can hear you.
  • How Do I get to Gillette Stadium? Here's directions to the stadium
  • Where Do I Park? Here's a map of the best place to park
  • Where Do I Enter at Gillette? We are on the West side and will be using the W3 & W4 entrances this year. Here's a map
  • How Do I Code My Time in Star? Please use "CPE - Other" for the presentation and "Staff Meetings" for the additional time. Questions? Ask HR
  • How Do I Earn CPE? Just scan the QR code located on the back of your name tag when you arrive and fill out the form.

Have a question? Contact Marketing

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