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2023 Summit: Be Future Ready

DATE: November 9th, 2023
TIME: 1:00PM - 7:30PM
WHERE: Gillette Stadium

Be Future Ready | Achieve Success
Aspire to be Trendsetters

This year's Summit is designed to inspire creativity and cultivate an atmosphere of exploration. We want to empower you to think beyond boundaries and create solutions that make a difference to our clients and colleagues today and every day. By incorporating this mindset, we create a culture that thrives on innovation and progress, where remarkable people drive remarkable results.

Here's what we have in store ...

2023 Summit Agenda:

Timeslot Details
1:15 – 1:45PM Welcome & State of the Firm - Paul Oliveira
1:45 - 3:00PM National Keynote Speaker – Diana Kander
3:00 – 3:30PM Break
3:30 – 4:30PM YP's Are Our Future
4:30 – 5:00PM Closing - Paul Oliveira
5:00 – 7:30PM Networking Reception

** Please note - we expect the entire firm to be in attendance. If for some reason you are unable to attend please let June or Ashley know. **

"I am looking forward to announcing our refreshed mission, vision, and values and can't wait for all of our team to be together. I look forward to this event every year." - Paul Oliveira

Meet Our Keynote Speaker: Diana Kander

Topic: Curiosity Unleashed: Ignite the Innovator Within - In today’s ever-changing business climate, our roles have evolved far past our job descriptions. We face a volatile external environment - we encounter pressure to stay relevant to clients - we experience challenging workforce issues - and are being asked to do a lot more with a lot less. All of this is asking you to be innovators. The big question is, are we doing it the hard way or the easy way?

Based on her book, The Curiosity Muscle, this keynote helps members of organizations who don't have innovation in their job description to embrace and identity as an innovator. Diana will share the key skills and habits that make innovation easier and a lot more fun. She'll empower attendees to harness the power of curiosity to unlock new possibilities and drive business growth. Attendees will leave this keynote identifying as innovators and seeking opportunities to use their new skills.

About Diana: Diana Kander is an innovation nerd - she spent the first decade of her career as an entrepreneur, launching 10 companies in 10 years, while selling millions of dollars of products and services. She spent the next decade coaching innovators inside large organizations; at one point she served as the innovation coach for the executive team of a $100 million dollar project. You can learn more about Diana here.

YPs Are Our Future

Our next Leaders are impressive, and when brought together, they are a powerhouse. Our future is bright because of all the hard work we dedicate to growing our people. These next leaders were placed in small groups and asked to discuss what it takes to become future ready and their experiences on becoming the next leaders of KLR.

Session: Be future ready: Growing to the next Level of Leadership at KLR

Group 1: What does it take to become a future KLR Leader; have you experienced the needed support from KLR? (share these experiences)

Group 2: What is currently in place; what is needed; how do you think we can get there? (share your experiences and thoughts on the future at KLR

Group 3: Panel discussion (Q&A from audience)

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, #BeFutureReady.
  • 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, including KLR Wealth, KLR Search, KLR Outsourcing and Envision to be in attendance. If for some reason you're unable to make it, please let Ashley Brown, 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 Diana's keynote we have allotted time for Q&A and encourage you to submit questions for the YP panel.
  • 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 fill out the form at the registration table when you arrive.

Have a question? Contact Marketing

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