The Day at a Glance
9:00 AM
Registration & Breakfast
Start your day with coffee, breakfast, and networking with fellow indie agency leaders and marketers.
9:45 AM
Welcome & Opening Remarks
Featuring a welcome from our title sponsor, Arima
Opening remarks to set the stage for the day ahead, including a welcome from our title sponsor, Arima. Plus, a welcome to Chicago from SCC CEO, Ben Behrman.
10:00 AM
Panel Block
Session 1: Articulating the Indie Advantage
How to Win When Holding Companies Are Still Winning Too
Plenty of indies are losing pitches to holdcos right now. This block tackles the competitive reality head-on with three fast-paced segments designed to sharpen how you pitch, how you're perceived, and what it really takes to make the jump.
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Host Isabel Long — Chief Growth + Marketing Officer, Highdive
Host Haley Hunter — Founder + CCO, Party Land
Guest Daniel Weiner — Founder, YouShouldTalkTo
Guest Anthony Reeves — Author + Executive Consultant
Guest Meranne Behrends — CEO, Words From The Woods
Guest Kai Deveraux Lawson — Co-Founder + CEO, Valerie
Guest Roberto Max Salas — Founder + President, Young Hero
Live Analysis
Ghost of Pitches Past
A seasoned proxy dissects a real, anonymous losing pitch deck on stage. From over-engineered strategy to missed cultural cues, get real-time feedback on what costs indies the room.
Panel
Poking Procurement
Pitch consultants and procurement veterans share what they actually see when indies go head-to-head with holding companies. Reading between the lines of standard feedback to reveal what gatekeepers really mean.
Interactive
Holding Co to Indie Intelligence: Tap In, Tap Out
Two holdco “defectors” unpack culture shocks and career pivots—but two chairs stay open. Audience members can tap in at any moment to share counter-tactics or intelligence that helped them outmaneuver the giants.
+ Live Burn Box Readings
Throughout the day, attendees can drop anonymous confessions, rants, hot takes, and unspoken truths into the Burn Box. The best submissions get read aloud on stage between sessions—no names, no filter. This is the first round.
11:30 AM
Panel Block
Session 2: Myth Busters: What CMOs Actually Experience
Testing the Claims Indie Agencies Make Against Real Client Experiences
Indie agencies make bold claims. But are they myths or reality? CMOs and brand leaders who've worked with both holding companies and indies put common indie talking points to the test across three segments—then close the block with something you won't see coming.
Host Anthony Romano — CEO, Laughlin Constable
Guest Jennifer Martindale — EVP, Marketing, Chicago Cubs
Guest Ashley Findlay — Head of Marketing, Nordic Naturals
Guest Russell Barnett — Co-Founder, CMO, Brandstudios.ai
Guest Kim DeNapoli — SVP, Head of Brand, Turtle Beach
Interactive Panel
Indie Tinder: How Will Brands Swipe on Claims
Four brand leaders get 10 seconds each to swipe right (tell me more) or swipe left (instant pass) on 10 indie agency value propositions. Unfiltered, real-time feedback on what resonates, what triggers an eyeroll, and exactly why.
Panel
Creativity + Conflict: The Art of Healthy Tension
The thin line between healthy tension and professional disrespect. Does an indie's proactive partnership eventually feel like an ego-trip? Does the promised A-Team actually stay when a sexier brand calls? The fire vs. heart debate, live.
Live Simulation
Quick Fire: Brand Has a Bad Idea
A mock CMO shares a not-so-brilliant idea. One pre-selected indie agency leader gets two minutes to talk them out of it—using gems from the earlier discussion.
+ CMO Confessions & Burn Box
The block wraps with a pre-recorded CMO Confessions segment plus a live reading of Burn Box submissions.
12:30 PM
Lunch + Keynote: Your Unfair Advantage
Why Brands Pick Agencies That Don't Do Everything
Anthony Reeves · Author of Eat the Donkey · Amazon · Airbnb · LVMH · Verizon · Kohler
“Best practices produce the same results for everyone.” Anthony Reeves has spent 25 years inside the companies where agencies compete for the work. The ones who win are never the ones who do the most—they're the ones who go deepest. At the Summit, he's bringing The Foundation Theory from his book Eat the Donkey and applying it to indie agencies: how to identify what makes you distinctive, why going wider is killing your positioning, and what brand-side leaders are looking for when they choose between you and the holding company.
1:30 PM
Panel + Q&A
Session 3: What Marketers Really Want from Agency Partners
Building Relationships That Last (From Both Sides of the Table)
Stop guessing what clients want. Hear directly from CMOs and brand leaders who work with agencies every day.
Host Jonathan King — Head of Growth, Quality Meats
Guest Anup Shah — Chief Commercial Officer + GM, PLEZi
Guest Myra Nussbaum — Fortune Brands
Panel + Q&A
Exploring the Mechanics of Intimacy + Friction of Growth
The best brand-agency partnerships mirror the complexities of a long-term relationship. This session deconstructs how indie agencies maintain their provocative soul while building the infrastructure for growth—from navigating C-suite disconnects to determining how much of a brand's identity should live within its agency's walls.
3:00 PM
Dual Panel Block
Session 4: Where Adland's Placing Its Bets: Media, Creativity, Talent + Tech
Anatomy of a Pivot — The Gambles Defining the Next Era of Indie Growth
Safe bets are a slow death. This session pulls back the curtain on the high-stakes gambles defining the next era of indie growth, consolidation, media, creative and talent architecture. We're dissecting the anatomy of a pivot—from the friction of new talent models, AI realities and the importance of media being treated as a growth lever. Leaders share the benefits, the burns and the raw signals that forced them to double down or walk away. Join us to see where Adland is placing its bets and learn how to build a strategy that's actually worth the risk.
Panel
Growth Strategy: Plotting What's Now To What's Next
This session moves beyond sanitized headlines to reveal the high-stakes reality of mergers and acquisitions. We're dissecting the “build, buy or be bought” anatomy: the friction of cultural integration, the signals of a deal gone sideways, and the market shifts forcing leaders to double down or walk away. Join us for a raw look at the benefits and the burns of deal-making, and how to plot a strategic trajectory from what's now to what's next.
Host Lori Murphree — Founder & Managing Partner, Evalla Advisors
Guest Eric Bertrand — Co-Founder, Mod OP
Guest Britton Upham — CEO, McGarrah Jessee
Guest Jane Crisan — CEO, Rain
Guest Alan Brown — Founder, DNA&Stone
Panel
Surveying Bluffs, Blunders + Focused Investments
A lot of what gets called “innovation” in this industry is just noise. This session is about separating what's actually moving the P&L from what's just a good conference slide. We're digging into the real stuff. How agencies deal with tech stacks that keep getting bigger and more complicated. How you find a staffing rhythm when your team is already stretched thin and margins won't let you hire ahead. And what happens when you stop treating media as a cost center and start treating it as a growth lever. No posturing. Just a raw look at where the real bets are being placed, where the money is actually going, and how to go from white-knuckling the market to owning it.
Host Mario Schulzke — Chief Operating Officer, Pathlabs
Guest Kyle Eckhart — Chief Operating Officer, Rain
Guest Lauren Ridgley — Founder + CEO, Left Hand Agency
Guest Jaime Ekman — President + CEO, Stoltz
Guest Rachel Brandt — CEO + Co-Founder, Corner Table Creative
4:00 PM
Interactive Workshop
Session 5: Protecting Your Work
More Treasure, Fewer Traps — IP, Legal Frameworks & the Celeb/Influencer Space
Your creativity is a treasure, yet it's often bled dry by invisible invoices and legal landmines. This interactive workshop navigates the high-stakes intersection of contract law, influencer economics, and AI-generated pitches. It's time to stop giving away the “Indie Advantage” for free.
Host Sharon Toerek — CEO + Founder, Toerek Law
Guest Paul Williams — Partner, Abalone
Guest Lori Golden — Partner, Abalone
Panel + Interactive
Invisible Invoice
Walk through a sample $50K influencer budget illuminating hidden costs: whitelisting tax, SAG fees, shadow production costs, and usage rights. Closing question: who eats these costs when they aren't in the SOW?
Panel + Interactive
Talent Trap
An anonymized real-world deal gone sideways—exclusivity violations, morals clause triggers, or six-figure usage disputes. Legal experts provide the post-mortem. The audience plays “what would you have done differently?”
Audience Exercise
IP Treasure Hunt
Walk through a hypothetical agency portfolio and tag what's copyrightable, what's trademark-worthy, and what's already been given away via standard contract language. Closing question: if you used AI to generate your pitch mood board, who owns it now?
5:00 PM
Show Off Happy Hour
Celebrating the Work of Independent Agencies
The day ends with great work, great drinks, and great conversation. 12 indie agencies showcase their best work—5 minutes each, no pitch, just pure creative celebration.
7:00 PM
Closing Remarks
The day wraps with a ton of gratitude and next steps as we all prepare for Own It on April 16th.