A budget isn’t just numbers on a spreadsheet—it’s the roadmap for your company’s future. In this session, Mike Mefferd will share his process for reviewing budget-to-actual performance each month and using those insights to shape the budget for the year ahead. Attendees will learn how to align departmental goals with financial targets, assign responsibility across teams, and ensure that growth plans—like hiring—are backed by revenue. With the right process, budgeting becomes a guide for every decision, helping your company grow responsibly and achieve big goals.

Step into Wolf’s AI Lab—where curiosity meets cutting-edge tech. This interactive, fast-paced session will explore real-world AI tools, surprising use cases, and breakthrough ideas for property managers. No fluff, just powerful experiments and takeaways that’ll challenge how you think about work, growth, and the future of our industry. What’s in the lab? You’ll have to show up to find out.

Not every owner is the right fit for your property management company—and knowing that upfront can save you time, stress, and potential legal risk. In this session, Brad Randall shares five critical client expectation milestones that set the tone for long-term success. He’ll walk through the exact framework he uses to ensure owners are aligned with his company’s values and processes before issues arise. You’ll learn how clear expectations help prevent miscommunication, boost employee morale, and create smoother operations. This approach not only filters out difficult clients early—it also empowers your team, improves owner retention, and supports long-term growth. If you’ve ever struggled with demanding owners or inconsistent client experiences, this session will give you the tools to fix that.

Most entrepreneurs focus on running their business, but the real breakthrough comes from learning to act like an investor. This session will explore how property management leaders can leverage their expertise to create ownership opportunities beyond daily operations—whether it’s acquiring PM companies, building vertically integrated services, purchasing client assets, expanding into Airbnbs, or even becoming a partner in a new market by coaching a rising property manager to launch their own business. Attendees will leave with a roadmap for shifting from operator to investor, unlocking new streams of income, and creating long-term wealth through strategic growth.

Adding 100 doors a year doesn’t happen by accident—it takes a strong growth plan and the right incentives. In this session, Tommy Perfect will share how his company has consistently added over 100 properties annually, with a focus on how Business Development Manager (BDM) compensation structures fuel that growth. He’ll walk through his own commission agreements, what’s worked and what hasn’t, and how to design compensation that motivates results. Attendees will also hear from peers in the room about their own commission models, providing multiple perspectives on what drives success. By the end, you’ll have practical insights and sample agreements to help you build or refine your own BDM compensation structure.

Navigating the legal landscape of service animals and emotional support animals (ESAs) can be a minefield. One wrong move can mean a fair housing violation.

In this eye-opening session, we will demystify assistance animal compliance, show where most managers go wrong, and reveal how to protect your business while providing fair access.

We’ll dissect recent case studies, discuss evolving HUD guidance, and offer an interactive role-play where attendees handle mock reasonable accommodation requests — spotting red flags and applying the correct response.

Definitive Proof: The data that proves which specific maintenance metrics are altering lease lengths, and subsequently investor retention.

This presentation, Definitive Proof, uncovers the key maintenance metrics that directly impact lease lengths and investor retention.

Using comprehensive data analysis, we’ll reveal which specific factors in property maintenance are influencing resident decisions to renew leases — and how these metrics ultimately affect investor satisfaction and retention.

Policies don’t come from thin air—they grow from your company’s DNA. In this workshop, Sam Eddinger, Property Manager from Connecticut, shares how he built a complete policy library starting with his company’s core values, mission statement, and the wisdom found in the best business books. You’ll learn his step-by-step method for drafting, refining, and loading policies into Notion so they become AI-powered tools, not forgotten documents. By the end, you’ll know how to build policies that reflect your culture, support compliance, and give your team instant answers through Notion’s AI.

In this session, Maranda Hunnicutt will share how a communication system for incoming calls can transform the way your company responds to clients. By creating tickets for every call, you ensure messages are never lost, responses stay within the two-hour standard, and calls are always routed to the right person — even when team members are out. This process not only prevents lost deals and reduces frustrated tenants, but also makes your company more efficient, keeps operations running smoothly, and showcases your professional brand. The result is better service, stronger reviews, and ultimately more clients.

In a market where prices are transparent and competition is fierce, trust is the most valuable currency. Drawing on the principles of Maslow’s Hierarchy of Needs and real-world examples from companies like Carfax, Amazon, and Costco, Scott P. Brady argues that human beings are hardwired to seek confidence. This session will reveal how to turn that fundamental need into a powerful driver for your business, attracting new clients, justifying higher prices, and building long-term loyalty.

This is not a theoretical discussion. Scott will walk you through the seven-step process his company uses to create confidence at every stage of the client journey—from stranger to promoter. You will discover how to use a “Trojan Horse” strategy to get a foot in the door, implement “Confidence Confirmers” to secure the relationship, and heal the core “pain points” of your clients.

This session will give you a tactical playbook to:

• • Understand the psychology of confidence and how it influences a buyer’s decision-making process.

  • Move beyond price competition by creating a “trust premium” for your services, inspired by Warren Buffet’s business philosophy.

  • Story it, educate it, know it, and show it to build a brand that is a trusted source of information and expertise.

  • Provide, sample, and repeat superior service with intentional systems and airtight processes.

You will leave with a clear roadmap to create a business that clients choose not because of price, but because of the unwavering confidence you instill.

In a competitive market, a high-performing team is a business owner’s greatest asset. But how do you get one? Adam Willis, a veteran business owner who has grown his team to 53 members, shares his proven playbook for building a team that is not just good, but exceptional. This isn’t just about hiring; it’s about making the tough decisions, creating clarity, and fostering a culture of excellence. Adam will reveal the tactical steps he’s taken to build a scalable and sustainable organization. He’ll show you how to identify, categorize, and strategically manage your team using the A/B/C player model. You will also learn the power of documentation, intentional team engagement, and the critical role of personal leadership in empowering a team to achieve its full potential.

You’ll leave this session with a clear strategy to:

• • Categorize your team members to coach, realign, or make a tough decision.

  • Create documented playbooks and a clear hierarchy to ensure seamless operations and a predictable career path.

  • Measure and reward success with smart pay bands, bonuses, and key performance indicators (KPIs).

  • Engage your team with tools like eNPS surveys and peer recognition to build a powerful culture.

This session will give you the framework to stop just managing people and start building a high-performing team that can drive your business to the next level.

Property management is a high-stress profession, and without balance, it can take a toll on both leaders and employees. In this session, Kevin Patterson will share how he makes fitness and wellness a priority in his own life—balancing frequent travel between Tennessee and California, preparing for a bodybuilding show, and leading a demanding company. He’ll also explain how giving employees space for fitness—whether stretching, walking, or lifting weights—leads to healthier teams, fewer sick days, and better performance. Attendees will walk away with strategies for building a culture of wellness, supporting their employees’ health, and sustaining their own energy as leaders.