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July 16, 2026 · Virtual

July Quarterly Integrator Exchange

A full day of connection, learning, and momentum. Join fellow Integrators for the Quarterly Integrator Exchange, with actionable takeaways from every session.

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Agenda

Connect with fellow Integrators, learn from subject matter experts, and walk away with practical tools to sharpen your craft. Actionable takeaways from every session.

Thursday

July 16, 2026

All times Eastern (ET)
  • 9:00 AM ET

    Welcome

    Troy Schuette

    Join
  • 9:10 AM ET

    Check-In

    Join
  • 10:15 AM ET

    State of the Community

    Jonathan Dornbos

    Join
  •  

    Reflection Exercise

    Troy Schuette

    Join
  • 11:15 AM ET

    Deep Dive — LMA

    Troy Schuette

    Handout Survey
    Join
  • Breakout Sessions Choose One
  • 12:30 PM ET
    Track 1

    Delegate & Elevate

    Emily Ransone

    Session Details

    Most EOS® tools are powerful on their own. Delegate & Elevate is transformational when viewed through the unique role of the Integrator. In this highly interactive session, Emily Ransone will explore Delegate & Elevate through a lens designed specifically for Integrators. You'll revisit the tool itself, gain a deeper understanding of how it helps Integrators focus on the work that only they can do, and discover how Delegate & Elevate connects to and amplifies other EOS tools throughout the organization. Expect practical insights, real-world discussion, and plenty of time for Q&A as you learn how to use this simple yet powerful tool with greater intention and impact.

    Key Takeaways

    • Understand Delegate & Elevate at a deeper level and how to maximize its effectiveness.
    • Learn how the tool helps Integrators spend more time doing the work that only they can do.
    • Explore the relationship between Delegate & Elevate and other EOS tools to create greater organizational alignment and traction.

    Whether you've used Delegate & Elevate for years or are looking at it with fresh eyes, you'll leave inspired to use it more consistently, implement it more effectively, and help build a culture of delegation and elevation throughout your entire organization.

    Handout Survey
    Join
  • 12:30 PM ET
    Track 2

    Healthy Conflict

    Matthew Abrams

    Session Details

    As the glue, Integrators must constantly and consistently drive healthy conflict within the Leadership Team. It's this effective mining for conflict that keeps the team rowing in the same direction and achieving at a high level.

    Handout Survey
    Join
  • 1:30 PM ET

    Lunch Break

  • Breakout IDS® Choose One
  • 2:00 PM ET
    Track 1

    Breakout IDS — Pro

    Troy Schuette

    Join
  • 2:00 PM ET
    Track 2

    Breakout IDS — Advanced

    Jonathan Dornbos

    Session Details

    You are considered to be an Advanced Member if you have met the following requirements:

    • Have experience working as an Integrator for at least 3 years
    • Currently be working as an Integrator or have been within the prior 12 months
    • Positively participate in QIEs (Quarterly Integrator Exchange) during 2 of the previous 4 quarters*
    • Positively participate in live Collaborative Calls during 4 of the previous 12 months

    If you have not met the above requirements, please join Pro IDS.

    Join
  • Main Room
  • 3:30 PM ET

    Community IDS®

    Troy Schuette

    Join
  • 5:00 PM ET

    T-Group Connection

    Join
  • 5:20 PM ET

    Nuggets and Core Value Callouts

    Join
  • 5:30 PM ET

    Next Steps & Conclude

    Troy Schuette

    Join
Agenda is subject to change · Times shown are approximations
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FAQ

  • How do I join a session/meeting?

    On the Agenda, simply click "Join" in the associated session to open the Zoom window for the meeting.

  • Do I need to have Zoom?

    Yes. Zoom is required to participate. You can download Zoom for free by clicking here.

  • Who do I contact for technical help if I continue to have access problems after troubleshooting on my own?

    If you are having technical difficulties, please email tech support at [email protected].

Virtual

QUARTERLY

Integrator

EXCHANGE

January 2026

VIEW Event AGENDA

Agenda

*ALL TIMES IN CENTRAL STANDARD TIME ZONE

Wednesday, January 14

6:00PM - 7:00PM CST | QIE Virtual Happy Hour Join Zoom

Thursday, January 15

8:00AM CST | Welcome Troy Schuette Join Zoom
Review Prior Quarter Troy Schuette Join Zoom
State of the Community Amber Baird Join Zoom
Deep Dive: Same Page Meetings - Strengthening Your V/I Duo Troy Schuette Join Zoom
Same Page Meetings are not optional. They are the fuel that powers the Visionary/Integrator relationship and, by extension, the entire business. When these meetings happen consistently and well, alignment is strong, issues get solved faster, and the organization moves forward with confidence. When they don’t, everything slows down.

In this session, you’ll sharpen how you run your Same Page Meetings so they deliver the alignment and trust in the relationship that they’re meant to do. Session topics dig into best practices for surfacing real issues, going deeper in IDS, and engaging in healthy, productive conflict. You’ll leave with a renewed commitment to this cadence and a simple 30-day challenge to strengthen alignment and elevate your V/I duo same page meetings starting with the next one. Whether your meetings are serving you, or you’re not able to get your Visionary to stick to the schedule, you won’t want to miss this IMF exclusive Deep Dive.

Handout | Survey
11:30AM CST | BREAKOUT SESSION Speaker Zoom Link
Beyond the Leadership Team: Running Your Departments on EOS
Amber Baird

Join Zoom
Rolling out EOS across an entire enterprise requires a systemic, structured, and sustainable approach. It’s not a one-time event—it’s an ongoing transformation that integrates EOS principles into the DNA of the organization.

The difference between departments that thrive and those that struggle is how well they live EOS at the department level. In this session we’ll break down exactly what it takes to run a department with clarity, accountability, and traction. In this session, we’ll cover:

-How to create a departmental V/TO that aligns with the company’s vision while solving your team’s biggest challenges.

-Running powerful Level 10 Meetings that cut out the noise and keep your team focused on what matters most.

-Running effective quarterly and annual sessions within your department to ensure that your team doesn’t just understand the company’s vision but fully owns it—creating alignment, shared goals, and accountability across the board.

Handout | Survey
Perfecting the Blend: Why the pH is off in your Rocket (pH)uel and how to (pH)ix it
Brian Wirtz

Join Zoom
Many V/I Duos have difficulty partnering effectively to achieve Rocket Fuel powered results. This session identifies the root causes and potential solutions so these Duos can Perfect the Blend they need to achieve supercharged impacts.

Handout | Survey
12:30PM CST | Lunch
1:00PM CST | Breakout IDS® - Pro Troy Schuette Join Zoom
1:00PM CST | Breakout IDS® - Advanced Jonathan Dornbos Join Zoom
2:30PM CST | Community IDS® Troy Schuette Join Zoom
Next Steps & Conclude Troy Schuette Join Zoom

FAQ

On the Agenda, simply click “Join” or “Join Zoom” in the associated session to open the Zoom window for the meeting.

Yes. Zoom is required to participate. You can download Zoom for free by clicking here.

If you are having issues, please chat directly with our live support team in Zoom, or email tech support at [email protected]

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