Builder 20+ Leadership Team Summit
BeAdaptive
The 4th Club 28 B20+ Leadership Team Professional Development Summit. One full day for key leaders of Builder 20 groups, three shifts in perspective, and real tools you will use the next morning.
Date
Friday, October 30, 2026
Time
9:00 AM to 3:00 PM
Location
JW Marriott Charlotte
The best leaders don't just have a plan. They know how to adapt it.
This session is built for leaders ready to adjust how they lead their people, how they show up for their clients, and how they use new tools like AI to work smarter, not just harder.
The three sessions build on each other through the day, starting with you as a leader, moving to your clients, and ending with the tools that give you time back.
Built for key leaders of Builder 20 groups01
Session one
Adaptive Leadership
Lead every person the way they need to be led, not the way you'd want to be led.
- Defining Leadership
- Leading Through DISC
- Feedback, Accountability & Rhythms
- Eisenhower Matrix & Lane of Genius
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Session two
Adaptive Client Care
Audit the experience you're actually delivering, then adapt it to what today's client needs.
- Client Experience Audit
- Where We Shine
- Adapting to the Client in Front of You
- Closing the Gap
03
Session three
Adaptive Use of AI
Shift from "AI is a threat" to "AI is an amplifier" for the admin load stealing your week.
- Relieving Administrative Burden
- The Amplifier Mindset Shift
- What's Already Working
The Day
Friday, October 30. Five working hours with a one-hour lunch. Session One gets the most time because that is where leaders talk the most and learn the most from each other.
9:00 to 9:10 AM
10 min
Welcome & Kickoff
Frame the day and the 2026 theme, and set expectations for how the three sessions build on each other.
9:10 to 11:05 AM
115 min
Session one
Adaptive Leadership
Defining Leadership, Leading Through DISC, Feedback, Accountability & Communication Rhythms, and the Eisenhower Matrix & Lane of Genius. About 29 minutes per topic, with room for open group discussion and peer learning.
11:05 to 11:15 AM
10 min
Break
A short reset before Session Two.
11:15 AM to 12:30 PM
75 min
Session two
Adaptive Client Care
Client Experience Audit, Where We Shine, Adapting to the Client in Front of You, and Closing the Gap. About 19 minutes per topic.
12:30 to 1:30 PM
60 min
Lunch
On your own or as a group.
1:30 to 2:35 PM
65 min
Session three
Adaptive Use of AI
Relieving Administrative Burden, The Amplifier Mindset Shift, and What's Already Working. About 22 minutes per topic, mostly demo and show-and-tell.
2:35 to 2:50 PM
15 min
Group Debrief
Each leader names one shift they are making from today, across leadership, client care, or AI.
2:50 to 3:00 PM
10 min
Closing
Recap and the next Club 28 touchpoint.
Come Prepared
A little planning and twenty minutes of honest reflection before you arrive will make the day worth a lot more.
Before you arrive
Fly in Thursday, October 29
The meeting runs all day Friday, October 30, starting at 9:00 AM sharp.
Book your stay
Each attendee covers their own travel, food, and lodging. Suggested hotels: JW Marriott Charlotte (our venue), Holiday Inn Express & Suites Charlotte South End, and Kimpton Tryon Park Hotel.
Program fee
The BOP speaker and program fee is split among attendees and billed to your builder sponsor.
Bring your worksheets
Print the Session One and Session Two worksheets below, or bring them on a device you can write on.
Your pre-work for Session Two
Answer each Reflect question on your Session Two worksheet before October 30. Don't overthink it. Your honest answers will shape the discussion in the room.
Eliminate Friction
What friction point have you accepted because that is just how it has always been done?
Entertain Always
Where in your customer journey could you create a simple moment of surprise or delight?
Experiment Constantly
What is one small experiment you have been hesitant to try that could move the business, and therefore the mission, forward?
Engage Deeply
Who is your most loyal customer, and what have you done that earned their trust?
Empower Action
What is one decision you are still holding onto that someone on your team could begin owning?
What You'll Walk Out With
Not a binder of ideas. Specific commitments, written in your own words, that you can act on Monday morning.
For your people
Your working definition of leadership
Yours, not a book's, so you know how you lead before you ask others to follow.
A plan to lead each person well
How each team member actually responds, using DISC.
A rhythm your team trusts
Feedback, accountability, and a monthly communication cadence that keeps everyone aligned.
Clearer priorities
What matters most, sorted through the Eisenhower Matrix and your Lane of Genius.
For your clients
An honest client journey audit
The gaps you've stopped seeing and the places you already shine.
Two or three changes for this week
Findings turned into actions, not a someday list.
One E you're committing to
Not the easiest one. The one you've been avoiding, with someone checking on you.
For your week
Admin you can hand off
The repetitive tasks eating your team's time that AI can take on.
The amplifier mindset
AI as leverage for your best people, not a replacement for them.
Proof it works
Real examples of builders saving hours a day right now.
Tools to Work With
Download these before you travel. Write in your own words. Nobody collects them. The only person who needs to be convinced is you.
Complete before Oct 30
Session Two Worksheet
Adaptive Client Care. Answer the Reflect question for each of the 5 E's ahead of time. This Week actions and your closing commitment get filled in live.
Download worksheetUsed in the room
Session One Worksheet
Adaptive Leadership. Steward or owner, above or below the line, your working definition of leadership, and the one thing you'll do differently this week.
Download worksheetKeep it handy
Day Itinerary
The full Friday schedule with session times, topics, and pacing, so you know exactly where the day is headed.
Download itineraryFrameworks we'll use
- DISC
- Eisenhower Matrix
- Lane of Genius
- Above the Line
- The 5 E's of an Unforgettable Client Experience
- The Amplifier Mindset
Where We'll Be
JW Marriott Charlotte
600 South College StreetCharlotte, NC (704) 333-1101
Plan to arrive a few minutes early. Welcome and kickoff start at 9:00 AM on Friday, October 30.
Get directions