Erica Roberts to Lead Breakout Session at Wisconsin Chapter ESOP Association 2026 Spring Conference

inVantage is pleased to share that Erica Roberts, Certified Business Guide, will be a featured speaker at the Wisconsin Chapter of The ESOP Association’s 2026 Spring Conference.

The conference will take place on March 4, 2026, at the Monona Terrace Community and Convention Center in Madison, Wisconsin, bringing together ESOP leaders from across the region.

Erica will contribute her perspective from years of working alongside leadership teams in ESOP, manufacturing, nonprofit, and privately held organizations. Her work focuses on helping leaders create clarity, strengthen execution rhythms, and build organizations that are both resilient and valuable over the long term.

We look forward to engaging with fellow ESOP leaders and continuing meaningful conversations around leadership, alignment, and sustainable growth.

For more information about the conference, click here: https://my.esopassociation.org/s/community-event?id=a1YQo000005pt2n

Erica Roberts Selected as Breakout Speaker for 2026 Women Leaders Conference

inVantage is proud to share that Erica Roberts has been selected as a breakout speaker for the 2026 Women Leaders Conference, hosted by the University of Wisconsin–Milwaukee.

The conference will take place on Friday, March 6, 2026, at the Pfister Hotel in Milwaukee, with both in-person and live online attendance options.

Erica’s session, “Driven to Level Up: The Five Levels of Leaders and the EQ Behaviors That Make or Break Momentum,” will be featured during Breakout Session 2 from 1:30–2:15 p.m. The session explores how leadership effectiveness evolves over time, and how emotional intelligence behaviors can either accelerate progress or quietly derail momentum at critical moments.

Drawing from real-world experience guiding executive teams across industries, Erica will challenge leaders to reflect on where they are in their leadership journey and identify the behaviors required to lead with greater clarity, resilience, and impact.

The Women Leaders Conference brings together professionals from across the region to share insights, foster connection, and advance leadership development. Erica’s selection reflects inVantage’s continued commitment to contributing practical, experience-based leadership insight to the broader business community.

For more information about the conference or to register, visit the Women Leaders Conference website.

Climbing Higher: Executive AI Governance & Guardrails

Artificial intelligence is already operating inside most organizations, whether leaders authorized it or not. Tools are being adopted informally, decisions are being influenced, and risk is quietly accumulating.

This Climbing Higher virtual session is designed for executives who want clarity and control before AI governance becomes a liability.

Featuring Chris Daigle, Founder of ChiefAIOfficer.com and a trusted advisor to senior leaders and boards, this session focuses on executive-level AI governance. The conversation centers on how leaders establish ownership, guardrails, and accountability for AI use without slowing the business.

This is not an introductory or tool-focused session. It is a practical, leadership-level discussion for executives who recognize AI is already present in their organization and are ready to govern it intentionally.

Objectives

  • Understand how AI is already being used inside organizations, often without executive visibility
  • Recognize the leadership risks associated with unmanaged AI adoption, including data exposure, decision integrity, and reputational impact
  • Clarify the executive role in setting ownership, decision rights, and guardrails for AI use
  • Learn what effective AI governance looks like without slowing innovation or execution
  • Leave with practical insight to guide immediate, leadership-level action inside their organization

Why Attend

  • AI governance is now a leadership responsibility, not a future consideration
  • Most organizations already have AI in use without clear ownership or guardrails
  • Waiting to act increases risk, inconsistency, and downstream cleanup
  • This session provides clarity without hype, tools, or technical complexity
  • You will leave better equipped to lead with confidence, control, and accountability

Register today!

Climbing Higher: Leadable Leadership: The 2026 Executive Advantage

inVantage is kicking off the 2026 Climbing Higher Series with a premier, in-person leadership experience designed for executive leaders and select invited guests. This high-impact session centers on our 2026 strategic theme, Building Value, and equips growth-minded leaders with practical insights they can immediately use to strengthen performance, culture, and organizational momentum.

The event features leadership expert Derek Deprey, who will guide participants through Leadable: Be Coachable. Become Unstoppable., an interactive session focused on the competitive advantage of coachability. Leaders will work through proven frameworks including The Ladder, The Loop, and The Spectrum, designed to elevate adaptability, feedback agility, and real-time decision making.

Attendees will also engage in facilitated peer discussions and a BOS Best Practices exchange led by inVantage, exploring what high-performing organizations are prioritizing as they build value in 2026.

Register today!

Erica Roberts Receives the “Horns” Award at the Pinnacle Summit

We are proud to share that Erica Roberts has been recognized at the Pinnacle Summit as a recipient of the Horns award.

Each year at the Pinnacle Summit, Guides nominate peers who embody Pinnacle Business Guides’ five core values: Go Forward. Go Fearlessly. Go For Mastery. Go Disrupt. Go Give. The Horns award honors a Guide who exemplifies the “Go Disrupt” value by challenging assumptions, embracing innovation, and forging new paths.

Erica consistently brings this spirit to her work. She expands what is possible for clients through thoughtful, decisive leadership and a willingness to question the status quo in service of better outcomes. Her commitment to progress, creativity, and meaningful impact strengthens our team and inspires those around her.

Please join us in congratulating Erica on this well-deserved recognition.

About the Pinnacle Summit
The Pinnacle Summit is a community gathering where Guides celebrate shared values, recognize peer achievements, and continue the climb toward mastery and impact.

Waukesha County Biz Alliance – Business Growth Workshop

We’re excited to share that Kelly Renz, CEO of inVantage, will be the featured speaker at the Business Growth Workshop hosted by the Waukesha County Business Alliance on Tuesday, November 18, 2025, from 7:45 – 9:30 a.m.

This 90-minute workshop, Ready to Thrive When Others Stall?, is designed for leaders who want to take proactive steps to strengthen their businesses when facing disruption or uncertainty.

What You’ll Gain from This Workshop

Participants will:

  • Complete an assessment of seven key dimensions of business readiness.
  • Identify strengths and pinpoint critical gaps that could hinder resilience.
  • Hear how other business leaders are addressing similar challenges.
  • Walk away with actionable strategies to build agility, focus, and team confidence.

Kelly will guide attendees through a structured framework to evaluate business readiness and resilience, ensuring leaders leave with practical steps they can implement right away.

Event Details

  • Date: Tuesday, November 18, 2025
  • Time: 7:45 – 9:30 a.m. (Registration begins at 7:45 a.m., workshop starts at 8:00 a.m.)
  • Location: Waukesha County Business Alliance, Chortek Conference Room, 2717 N Grandview Blvd., Suite 300, Waukesha, WI 53188
  • Fee: $25 for members (non-members, please contact the Alliance)

Register Today

Seats are limited. To learn more and register, visit the Waukesha County Business Alliance event page or call the Alliance at (262) 542-4249.

At inVantage, we believe that resilience and readiness are essential for long-term growth. We’re proud to see Kelly bring her experience and insights to this important conversation for business leaders across our community.

Watch Now: Marketing Without Metrics is Just Expensive Guessing

Are you confident your marketing dollars are fueling growth, or are they just paying for noise?

Overview
In the dynamic world of marketing and sales, metrics are crucial as they help tell a compelling story and drive strategic decision-making. This session cuts through the noise of clicks, likes, and impressions to reveal the metrics that directly impact your bottom line.

Watch Now: Driving Revenue Through Strategic People Management

People are a company’s most powerful growth engine—when managed strategically. In this executive webinar, Insperity Business Performance Advisor Angelika Coghlan reveals how to align talent with business goals, foster engagement, and reduce turnover to unlock measurable financial value.

Watch the recording to gain actionable insights and proven frameworks for building a proactive, people-first strategy that attracts top talent, drives performance, and strengthens your organization’s bottom line.

From Exhausted to Unstoppable: Your Blueprint for Resilience

What would you accomplish if burnout wasn’t holding you back?

Overview

Burnout costs leaders far more than lost energy…it impacts decision-making, team performance, and long-term business results. In this interactive, in-person workshop, you will develop a personal plan to guard against burnout and strengthen resilience, equipping you to lead with clarity, focus, and staying power. This session is designed exclusively for inVantage clients and limited to just 12 seats to ensure a highly engaging and practical experience.

What You’ll Gain

  • A clear understanding of the cycle of fatigue, burnout, and resilience, and how it applies to you.
  • Tools to shift your locus of control for greater success and well-being.
  • Practical methods to set clear expectations and achieve shared agreements.
  • Skills to establish and uphold boundaries that protect your most important priorities.
  • Insights from a personal Wellness Assessment to identify areas for growth.
  • A Resilience Toolkit you can use to consistently show up as your best self at work and at home.

Event Details
Date: Friday, October 3, 2025
Time: 8:00 am – 10:00 am (doors open at 7:30 am)
Location: inVantage Session Room
Presenters: Anne Ballentine and Sue McKenzie Dicks (bios linked in registration page)
Audience: Exclusive to inVantage clients — only 12 seats available.

Click here to register.

Best Business Practices

We’re proud to share that our CEO, Kelly Renz, will be speaking at the Ozaukee Economic Development Best Business Practices session on Tuesday, September 9. This event brings together leaders to explore strategies for building stronger businesses and communities.

Click the link below to register:

Best Business Practices