Shared Experiences Best Practices Expert Insights

Join hundreds of Rockefeller Habits 2.0 users in a day-long spirit of “how to” interaction and collaboration. Learn from the CEOs of some of the world’s top companies. They are already committed to scaling up their businesses by utilizing our various one-page tools, techniques and technologies. The Rockefeller Habits experiences and insights they share at the conference will help you craft an industry-dominating strategy! Our promise to all of you? More practical ideas per minute than any other executive education event you’ll attend (or your money back!)


If you’ve been in business less than 25 years, you still have time to make it big; if it has been more than 25 years and you’ve not scaled up, it’s never too late!

Don’t let this opportunity to make it big pass you by. Be part of this one-day conference and experience the thrill of Rockefeller Habits 2.0 jumping off the page and right into the middle of exciting, yet practical, idea-filled discussions. You will hear leaders of some of today’s most successful companies reveal their “nuts and bolts” of scaling up. Not only will you and your colleagues share challenges, together you will generate workable solutions. You will begin to grasp the right questions to ask, because as Verne says, “We have the answers, all the answers; it’s the question we do not know.”

The conference will be particularly useful for users of Align Gazelles, the cloud-based software system that will assist you in implementing the Rockefeller Habits, maintaining accountability and team engagement.


People – Strategy – Execution – Cash

These are the four major decision areas every company must get right! And they are the four areas that will be addressed in detail at the Summit’s morning and afternoon breakout sessions. To delve as deeply as possible into the subject matter, each area has been further broken down into three specific topics. All breakout sessions will be led by Gazelles Certified Coaches, as well as by C-level executives from participating companies. Attendees will receive expert direction on each particular topic, as well as advice on practical application and the benefit of the session leaders’ real experiences.

With 45-minute sessions that explore 12 exciting topics, attendees can choose up to five that best suit their needs and interests.


One Page Personal Plan with Kris Kaplan– We plan our businesses, but what about planning our life’s purpose and interests for success? Learn how to build a Personal Plan to ensure you are managing and balancing your Faith, Family, Friends, Fitness, and Finance for your future. Business is meant to serve your life’s purpose and not vice versa!

Function Accountability with Bill Gallagher– Identifying and gaining clarity on the most important functional roles (who does what?) in a company is vital for crisp, clear, effective execution of your business plan. Learn THE tool that will identify the key functional roles, whom is accountable for the role and one metric to ensure measurable success.

Serving your Community: Four Decisions for the Social Sector with Gil Bonwitt– Do you have the desire to help accelerate the IMPACT of the local non profit organization you are most moved to help? Come and learn adapted Four Decisions tools to take back to your community and make a BIG difference.


Core Customer & Brand Promise with Rob Garibay– Learn how to clearly define the WHO you should be doing business with, and WHAT you should be intently focused on with commitment to your Core Customer’s actions in your business in order to produce raving fans. More importantly, how you will you measure each message and action.

One Phrase Strategy with Rob Lynch– How does a CEO/Owner get “everyone on the same page” in a company? It begins by having a great strategy, AND then continues when everyone in the company can share the strategy in one phrase! Come and learn how to clarify your strategy so your team members and key partners “get it” quickly!

Learning & Development for Growth with Daniel Marcos and Juan Gonzalez– Facing low employee engagement, a weak culture, or unstable business growth? Today, the difference between average and high performing teams is a culture of learning. Teams with L&D have the resources and drive move faster and when done right it accelerates the entire organization. More than 500 businesses around the world leverage the Growth Institute’s Scaling Up Club L&D platform to create a culture of learning and accelerated growth.


Process Accountability with Mike Mirau– Learn how to identify the core processes in your company AND create accountability with your leadership team in order to continuously improve them over time.

Rockefeller Habits Checklist with Kenyon Blunt– What are the 10 Habits that all growth companies must master to lead their industry and win over competition? Learn the Rockefeller Habits and how to assess, apply, continually “check in” and strengthen their mastery in your company to achieve first place among competitors. with Dani Padilla– Manage the Rockefeller Habits™ online (software service). Provide the unique capabilities for multiplying the outcomes of your ‘Habits.’ Learn how to put this solution to work in your business in easy-to-digest segments to improve results, accountability, and speed of execution.


Labor Efficiency Ratio (LER) with Bahaa Moukadam– Labor Efficiency Ratio has a direct impact on business profitability. Understand the Labor Efficiency Ratio metric, how to measure it, and the key levers that can boost your LER. Learn practical steps to measure, improve and report your LER and consequently improve your profitability.

Profitability Analysis with Michael Synk– Every business is designed to make a profit. How does a leadership team or owner assure a strong quarterly bottom line profit? Lets discuss the consistent application of tools and processes that can result in wise and pro table discrete decisions, adding up to quarterly profit. Learn a tool that will assure you of these results.

Cash Flow Story with Howard Shore– What does your cash ow tell you about your business yesterday, today and tomorrow? See and experience the use of a tool that will help predict future cashflow based on financial trends & patterns in your business, and the 7 levers in your business to proactively strengthen cashflow for months to come. Learn a tool that you can use to show how small changes in different areas of your business affect overall outcomes.


(Lower Level)
Majestic H
(Level 2)
(Ground Level)
Landmark 7 Landmark 5 Landmark 6
7:30 - 8:30 AM Breakfast (Room - Landmark 1-4, Ground Level)
8:30 - 9:30 AM Welcome & Opening Session with VERNE HARNISH (Room - Landmark 1-4, Ground Level)
9:30 - 10:30 AM One Page Personal Plan One Phrase Strategy Process Accountability (PACe) Labor Efficiency Ratio (LER) ALIGN TODAY Serving Your Community (Social Sector)
10:30 - 11:00 AM Morning Break
11:00 - 12:00 AM Function Accountability (FACe) Core Customer/ Brand Promise Rockefeller Habits Checklist Profitability Analysis Learning & Development for Growth Cash Flow Story
(Power of One)
12:00 - 1:00 PM Lunch and Overview of Client Case Studies - ALIGN TODAY; GROWTH INSTITUTE; GSI (Room - Landmark 1-4, Ground Level)
1:00 - 2:00 PM One Page Personal Plan One Phrase Strategy Process Accountability (PACe) Labor Efficiency Ratio (LER) ALIGN TODAY Serving Your Community (Social Sector)
2:00 - 3:00 PM Function Accountability (FACe) Core Customer/ Brand Promise Rockefeller Habits Checklist Profitability Analysis Learning & Development for Growth Cash Flow Story
(Power of One)
3:00 - 3:15 PM Afternoon Break
3:15 - 4:00 PM Closing Session with KEITH CUPP, (Room - Landmark 1-4, Ground Level)

Register now for a full day of hands-on education that includes:

  • Three general sessions and 12 breakout sessions
  • Networking with more than 250 other Rockefeller Habits users 
  • Breakfast, Lunch and Breaks

The cost of registration is $495 per executive - or - only $395 per executive for a team of four or more.


Scale-Up User Conference will be held in the same location as the ScaleUp Summit, Oct 17th-18th 2017
Marriott St. Louis Grand
800 Washington Ave.,
St. Louis, MO 63101
Reserve your group rate here


For questions please contact:
Phone: 703-858-2400

Gazelles, Inc.
1550 NE Miami Gardens Drive
Miami, Florida