Broker Smackdown

March 17 - 21, 2026
The Council
Washington, DC

Course Content

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Case Study Arrow Icon Course Introduction Arrow Icon Strategy and Business Planning Arrow Icon Key Performance Indicators Arrow Icon Financial Reporting Arrow Icon Worksheets Arrow Icon

Agenda

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Tuesday, March 17

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  • Breakfast

    7:30 - 8:00 a.m.

  • Welcome and Introductions

    8:00 - 8:45 a.m.

  • Welcome, Sustainable Competitive Advantage, Business Acumen, and Pop Quiz!

    8:45 - 9:20 a.m.

  • Pop Quiz Prep & Grading, Leadership vs. Management, Alignment, SWOT

    9:20 - 10:30 am

  • Year Zero: “As-Is” Analysis/SWOT & Practice Year

    10:30 am - 12:00 pm

  • Lunch

    12:00 - 12:45 pm

  • Practice Year Debrief

    12:45 - 1 pm

  • World-Class Performers (Nine Behaviors) and DiSC

    1 - 2:15 pm

  • Break

    2:15 - 2:25 pm

  • Strategic Thinking, Focus, MOST, Demo #2

    2:25 - 3:10 pm

  • Year Zero: "To-Be" Planning/MOST

    3:10 - 3:55 pm

  • Year One Decision-making

    3:55 - 5:30 pm

  • Dinner

    6:00 - 8:00 pm

Wednesday, March 18

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  • Breakfast

    7:30 - 8:00 a.m.

  • Work of Leaders

    8:00 a.m. - 9:30 a.m.

  • Break

    9:30 - 9:40 a.m.

  • Year One Results: Income Statements & Balance Sheets

    9:40 - 10:50 a.m.

  • Experienced Hires, Competitive Analysis

    10:50 - 11:10 a.m.

  • Year Two Decision-making (30 minutes for Lunch)

    11:10 - 1:40 p.m.

  • Break

    1:40 - 1:50 p.m.

  • Real-world SWOT

    1:50 - 2:10 p.m.

  • Year Two Results: KPIs

    2:10 - 2:55 p.m.

  • Year Three Decision-making

    2:55 - 5:00 p.m.

Thursday, March 19

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  • Breakfast

    7:30 - 8:00 a.m.

  • Common Business Pitfalls and Year Three Results

    8:00 - 8:15 a.m.

  • Year Four Decision-making - Lighting Round

    8:15 - 9:15 a.m.

  • Break

    9:05 - 9:15 a.m.

  • Finance Board Game

    9:15 - 9:45 a.m.

  • Real-world MOST

    9:45 - 10:05 a.m.

  • Prepare Final Presentations/After-Action Reviews

    10:05 - 10:25 a.m.

  • Final Presentations and Debrief

    10:25 a.m. - noon
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