Expand Your Business in Today’s Turbulent Market (9a – 5p)

8:30 AM – 9:00 AM: Arrival & Networking Breakfast

9:00 AM – 9:15 AM: What’s Your Next Big Move? Interactive Business Growth Session (Lynette Young)

9:15 AM – 10:30 AM: Building Operational Excellence: From Concept to COO (Keona Williams, Chief Operating Officer, Merlin Law Group)

10:30 AM – 10:45 AM: Networking Break

10:45 AM – 11:45 AM: Mastermind : 7Seas Business Evolution & Adaptability (Lynette Young)

11:45 AM – 12:45 PM: Workshop: Breaking Through Growth Plateaus: Advanced Strategies for Client Acquisition & Market Expansion (Lynette Young)

12:45 PM – 1:45 PM: Catered Lunch & Peer-to-Peer Networking

1:45 PM – 3:15 PM: Workshop: Scaling & M&A Strategies (Daniel Robosky, Director of Operations, Meritage Partners)

3:15 PM – 3:30 PM: Networking Break

3:30 PM – 5:00 PM: Breakout Strategy Sessions

6:30 PM onwards: Off-Site Dinner Experience

Build a Sustainable, Scalable Business for the Future (9a – 4:30p)

8:30 AM – 9:00 AM: Arrival & Networking Breakfast

9:00 AM – 10:30 AM: Interactive Workshop: Pivoting & Evolving in a Turbulent Market (Lynette Young)

10:30 AM – 10:45 AM: Networking Break

10:45 AM – 12:15 PM: Workshop: Designing Your Future-Proof Org Chart: Structure for Scale & Succession (Evaña Rivera)

12:15 PM – 1:15 PM: Catered Lunch

1:15 PM – 2:45 PM: Workshop: Clockwork: Designing Your Business for Scale & Freedom (Lynette Young)

2:45 PM – 3:00 PM: Networking Break

3:00 PM – 4:30 PM: Masterclass: Mastering Your Metrics: Data-Driven Growth for Public Adjusting Firms (Dave Young, Founder, ClaimWizard)

Future-Proofing Your Enterprise & Legacy (9a – 12:30p)

8:30 AM – 9:00 AM: Arrival & Networking Breakfast

9:00 AM – 10:00 AM: Masterclass: The Conscious Capitalist: Building Legacy Through Purpose and Impact (Lynette Young)

10:00 AM – 10:15 AM: Networking Break

10:15 AM – 11:15 AM: Strategic Leadership: From Operator to Visionary (Lynette Young)

11:15 AM – 12:00 PM: The Future of PA: Innovation, AI, & Emerging Trends (Dave Young & Lynette Young)

12:00 PM – 12:30 PM: Closing Remarks & Farewell Grab-n-Go Brunch

Industry Leaders Guiding Your Business Transformation

This unprecedented gathering of industry experts creates a unique opportunity to gain insights and strategies that simply aren’t available anywhere else. Each facilitator has been carefully selected not just for their impressive credentials, but for their ability to deliver actionable, implementation-focused guidance that produces real results.

Dave Young, ClaimWizard

Dave is a 30+ year veteran as a software systems architect and developer with extensive experience designing and implementing large-scale, multi-tiered application systems. He has successfully delivered world-class enterprise solutions for a broad range of companies in practically every industry sector ranging from insurance and financial to pharmaceutical and healthcare.

He specializes in component and service-oriented architectures with a foundation in (but not limited to) the Java Enterprise family of technologies, as well as the Spring framework. He has also served as CIO / CTO for several small to mid-sized companies and consults to many Fortune 500 firms on technological and business integration matters. Acknowledged as an expert in his industry, Dave has co-authored books on Enterprise Software Development. He is also valued as a business process analyst and has applied his expertise to many companies over the years. Dave is a Co-Owner and heads up the ClaimWizard claims management product and team.

Lynette Young, ClaimWizard

Lynette Young is a seasoned business and efficiency coach empowering public insurance adjusters and first-party insurance entrepreneurs. With over two decades of experience, her “7Seas Business Framework” provides a proven roadmap to optimize operations, finances, and growth, leading to increased revenue, efficiency, and client satisfaction.

Her background with major corporations like Google and American Airlines translates into actionable strategies for public adjusters to streamline processes, manage large caseloads, and scale their businesses, fostering professionalism and scalability.

Lynette co-authored “Claim Your Success: The Ultimate Guide to Starting and Running a Public Insurance Adjusting Business” with Chip Merlin, a highly impactful resource for the industry. A cornerstone of her influence is her role as co-founder and head of Revenue Operations at ClaimWizard, a leading SaaS platform she wholeheartedly endorses. Lynette’s blend of corporate efficiency, industry insight, and direct involvement in ClaimWizard positions her as an unparalleled resource for optimizing public adjusting businesses.

Chip Merlin, Merlin Law Group

As founder and president of Merlin Law Group, Chip has dedicated his practice to the representation and advocacy of insurance policyholders in disputers with insurance companies nationwide.

Chip was noted as the “Babe Ruth of Hurricane lawyers” in the Asbury Park Free Press for his work on behalf of 23 municipalities and hundreds of policyholders following Superstorm Sandy. The Tampa Bay Times dubbed him “the Master of Disaster” for his nationwide catastrophe work and helping policy holders following Hurricane Katrina.

He was provided a Lifetime Achievement Award by the Florida Association of Public Adjusters for his advocacy on behalf of policyholders. He is on the Board of Directors of United Policyholders, has been a guest commentator on CNN and Fox News and is past Chair of the Insurance Bad Faith Litigation Group of the American Association of Justice.

Keona Williams, Merlin Law Group

Keona Williams is Merlin Law Group’s Chief Operating Officer. She manages the overall day-to-day administrative functions of the firm ensuring the attorneys have the support, information and resources needed to perform effectively. Keona is also responsible for the human resources administration of Merlin Law Group including recruitment, hiring, payroll, benefits, staff workflow monitoring, special event planning and local strategic and tactical planning. Keona also oversees office operations, facilities management, information systems, and related support functions.

As the Chief Operating Officer, she identifies and plans for the changing needs of the firm to ensure efficient operation of its offices. Keona has her Master of Business Administration, Concentration: Human Resources.

Jack Hanks, VPA Public Claims Adjusting

Jack Hanks, President and CEO of VPA Public Claims Adjusting, comes to you with over 30 years of experience in the claims and restoration industry. Throughout Jack’s extensive career, he has been involved with many large loss commercial projects resulting from catastrophic events such as hurricane Charlie, Frances, Ivan, and Jeanne and all the up to Hurricanes IDA, Sally and Laura.

Jack is a graduate of Indiana University where he received his Bachelor of Arts in Political Science. He’s certified in the use of Xactimate estimating software and is a Licensed Public Adjuster in over 30 states as well as Puerto Rico.Daniel Robosky, Meritage Partners

Daniel Robosky is the Director of Operations at Meritage Partners, where he specializes in streamlining business systems, driving operational efficiency, and preparing companies for mergers, acquisitions, and long-term growth.

With a background in military leadership and years of hands-on experience consulting with founders across industries, Daniel brings a no-fluff, execution-first approach to solving complex operational challenges. He is also the founder of Quantifi Partners, a consulting firm focused on helping businesses scale through process optimization and performance tracking.

Evaña Rivera, ClaimWizard

Evaña Rivera is the Operations Manager at ClaimWizard, where she leads internal growth strategy, designs targeted internal systems, and team development to scale the company’s impact across the public adjusting industry. Her work has shaped how ClaimWizard trains, supports, and empowers its clients – from onboarding to certification – while building the internal operational engine that keeps the company growing and innovating from within.

With a background in consulting, marketing, and organizational development, Evaña is known for transforming scattered teams and disconnected processes into aligned, scalable systems. She designs people-first structures that boost productivity, enhance communication, and prepare businesses to thrive beyond the founder.

In her upcoming workshop, “Designing Your Future-Proof Org Chart: Structure for Scale & Succession,” she empowers owners to move beyond reactive management and into intentional leadership. This workshop guides founders through how to structure their teams for scale, clarity, and eventual succession – so the business doesn’t just grow, but lasts. Driven by clarity, efficiency, and a relentless focus on results, Evaña helps leaders reclaim their time, organize their chaos, and build businesses that are meant to last.

She’s passionate about helping leaders get out of the weeds and into their zone of genius – where vision meets structure and growth becomes inevitable.

A.J. Jordan, 5 Star Automotive Consulting

A.J. Jordan is a high-performance executive leader, revenue strategist, and former professional athlete with over 15 years of experience scaling multimillion-dollar businesses. As a former Dallas Cowboys Defensive End (2005-2006), A.J. brings the elite discipline and team-first mindset of the NFL to the boardroom, blending athletic grit with business acumen.

Throughout his career, he has built and led high-performing sales teams, optimized operations across multiple locations, and consistently exceeded profitability benchmarks in some of the most competitive markets. As the founder of 5 Star Automotive Consulting, A.J. helps companies align People, Process, and Profits to drive sustainable growth and unlock long-term success.

Known for his coaching-first leadership style, A.J. empowers business owners and teams to evolve from reactive to results-driven. Whether scaling operations or mentoring founders, his playbook is simple: drive performance, build accountable cultures, and lead with intention – on and off the field.

Daniel Robosky, Meritage Partners

Daniel Robosky is the Director of Operations at Meritage Partners, where he specializes in streamlining business systems, driving operational efficiency, and preparing companies for mergers, acquisitions, and long-term growth.

With a background in military leadership and years of hands-on experience consulting with founders across industries, Daniel brings a no-fluff, execution-first approach to solving complex operational challenges. He is also the founder of Quantifi Partners, a consulting firm focused on helping businesses scale through process optimization and performance tracking.