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Holiday LevelUP - Bay Area Region

Holiday LevelUP - Bay Area Region

Education & Holiday Luncheon

Wednesday, November 8, 2023
10:00 AM - 1:00 PM (PST)

Event Details

LevelUP Your Strategic Planning: Unconventional Approaches for Extraordinary Results

Build more effective planning sessions, As an organization, answer the right questions, Inspire and encourage the minds and valuable time of your team

In a world of planning sessions revolving around mission statements and eye-rolling icebreakers, consider deep-dive preliminary interviews and meaningful data to lay the groundwork for a planning session that is tailored to the participants' needs, encourages innovative thinking, fosters engagement, and results in actionable outcomes that are more likely to be applied effectively. At the heart of every organization is people - people who feel, wonder, strive, stress, and do or do not engage and examining all of these elements is critical in meeting people where they're at. By leaning into the hard conversations (with guardrails) we can conjure a brave space for genuine engagement and tangible results. This approach ensures that the planning session becomes a transformative experience that contributes to the success of the organization and the team. 

Content Leader

David Garrison, Outreach and Communications Lead, West Yost

David is a lauded storyteller and creative artist, and brings his keen imaginative eye and visionary direction to his work. David recently embarked on a new career journey as the Outreach and Communications Lead at West Yost, Previously David worked as the Director of Marketing and Design Development of Smith Moore Associates. He founded The Alternative Arts Collective (TAAC) and served as the Founding Artistic Director, spearheading many groundbreaking theatre productions. Due to the critical acclaim of his productions, David was voted one of Sacramento’s top 25 up-and-coming artists by Sacramento News & Review. David has more than 10 years of non-profit experience and even longer in the design and facilitation of team building, leadership and writing workshops.

Additional Info
  • Parking/Transportation
    - exit at the Powell Street station. Follow the Powell Street cable car line for 3 blocks to the entrance of the hotel.

    Parking - Valet parking only at hotel - $45 per day with in and out privileges. Pull into the white loading/unloading zone in front of the hotel at 450 Powell Street.  Other nearby parking garage options: 450 Sutter Garage (½ block), Sutter Stockton Garage (1 block) or Union Square Garage (1 block).

  • Accommodations - Beacon Grand, A Union Square Hotel
    $129 for the night prior, Nov 7 (classic king, high floor)
    Reserve by: October 17 by calling 1-855-784-2316
    Mention group name: CalSAE


November 8
9:30 AM - 10:00 AM Registration & Continental Breakfast
10:00 AM - 11:30 AM Education Session
11:30 AM - 12:00 PM Networking
12:00 PM - 1:00 PM Holiday Luncheon

  • Members: $99
  • Non-Members: $149 

Cancellations within 3 business days will not be refunded.

Event Sponsor

Wine & Table Sponsors

Table Hosts
Marin Convention & Visitors Bureau 
Meet in Monterey
The San Francisco Peninsula  

Wine Sponsor
Meet in Monterey

CAE Credits

As a CAE Approved Provider, this program may be applied for 1.5 credits toward your CAE professional development requirements.


Lindsay Poss, CMP, Director of Meetings & Events


Meeting & Event General Policies