Survival Strategies Client Services

Cancun 2027 Convention

Join Survival Strategies for an exclusive convention created for clinic owners and executives. Discover practical tools for greater growth and stability, exchange ideas with peers, and enjoy three inspiring days in an unforgettable Cancun setting.

April 30, 2027 @ 8:00 am - May 2, 2027 @ 5:00 pm
2026-11-11T00:00:00-05:00
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Business growth meets the Caribbean

Grow Your Clinic.
Recharge Your Energy.Meet Us in Cancun.

Join Survival Strategies for an exclusive convention created for clinic owners and executives. Discover practical tools for greater growth and stability, exchange ideas with peers, and enjoy three inspiring days in an unforgettable Cancun setting.

Ocean view at Dreams Riviera Cancun Resort and Spa

Fresh ideas included. Ocean views complimentary.

Sometimes the best ideas come with an ocean view.

Step away from the daily demands of running your clinic and give yourself time to look at the bigger picture. This convention brings together clinic owners and executives who understand the responsibilities, challenges and opportunities that come with leading an organization.

Expect useful strategies, honest conversations, fresh ideas—and enough Cancun sunshine to send you home with renewed energy and a clearer plan for the future.

Featured speakers

Leadership and executive insight from people who have built, trained and advised organizations worldwide.

Meet the featured speakers guiding the Friday and Saturday programs. Their biographies are included here so clients can learn more without leaving Client Services.

Patrick Valtin, featured speaker at the Survival Strategies Cancun Convention

Friday leadership program

Patrick Valtin

CEO and President, Hirebox International

An international management consultant, trainer and author who has trained more than 150,000 people across 47 countries in leadership, personnel selection, sales and organizational management.

About Patrick Valtin

Patrick has more than 36 years of international experience in management consulting and training. His clients and seminar attendees have ranged from growing businesses to multinational organizations.

He earned an MBA in International Business Studies from the University of Southern California. He is the founder and chairman of U-Man and a founding member of the Advisory Board for the Hubbard College of Administration International.

Patrick is the author of Taking Off the Mask and No-Fail Hiring 2.0, the developer of the No-Fail Hiring System, and the founder of Hirebox. Hirebox assessments have been used by more than 8,000 clients to evaluate over 40,000 applicants.

Emmett Osborn, featured speaker at the Survival Strategies Cancun Convention

Saturday executive skills program

Emmett Osborn

International business speaker, consultant and trainer

A longtime business strategist and entrepreneur whose consulting and training have helped organizations scale, strengthen leadership, secure expansion capital and enter new markets.

About Emmett Osborn

During more than 30 years in business, Emmett has developed strategies and sales training used by major organizations including Panasonic, Xerox and IBM. He also built and established a company valued at more than $360 million spanning two continents.

Through consulting, seminars and interactive workshops, he has helped hundreds of businesses scale, develop franchise operations, secure expansion capital and enter larger international markets.

Emmett serves as Entrepreneur in Residence at the Hubbard College of Administration of Tampa Bay. His philanthropic work has included helping raise more than $67 million for charitable organizations.

A message from Emmett Osborn

Working agenda

Four days of connection, leadership and practical application.

The convention program runs April 30–May 2, with a welcome reception Thursday evening, April 29. Times and session titles are subject to change as the final program is confirmed.

Thursday, April 29
Welcome and ConnectionBegin the weekend with fellow owners, executives, speakers and SSI leadership.

7:00–9:00 PM

Welcome Reception | North Beach

Meet fellow attendees, connect informally with speakers and SSI leadership, and establish the collaborative tone for the weekend.

Friday, April 30
Leadership: From Practitioner to ExecutiveFeatured speaker: Patrick Valtin

8:00–9:00 AM

Registration

9:00–9:15 AM

Opening: Creating a Better Future

The difference between owning a practice and truly leading one—and what attendees should accomplish during the convention.

9:15–10:30 AM

The Owner as Executive

Move beyond being the person who solves every problem. Set direction, make effective executive decisions and create organizational clarity.

10:30–10:45 AM

Break

10:45 AM–12:30 PM

Building a Team You Can Depend On

Put the right people in the right roles, create clear accountability and build a team that operates without constant owner intervention.

12:30–2:00 PM

Lunch

2:00–3:30 PM

Developing Executives and Managers

Delegate responsibility rather than only tasks, develop managers from existing staff and establish measurable results.

3:30–3:45 PM

Break

3:45–5:00 PM

From Owner Dependence to Organizational Strength

Establish systems and responsible personnel that build stability and support continued expansion.

7:30–10:30 PM

Client Award Dinner: Spotlighting Client Achievements

Dinner, networking, client achievement stories and awards recognizing exceptional leadership, growth and contribution.

Saturday, May 1
Executive Skills: Building a Stronger BusinessFeatured speaker: Emmett Osborn

9:00 AM

Hall Open

9:00–9:15 AM

Daily Introduction

Review Friday and orient attendees to turning leadership into a functioning organization.

9:15–10:30 AM

Creating an Organization That Works

Create clear roles and responsibilities, eliminate confusion and duplication, and identify organizational bottlenecks.

10:30–10:45 AM

Break

10:45 AM–12:30 PM

Hiring, Retention and Building the Right Team

Reduce hiring mistakes, improve onboarding and retention, and create productive career opportunities and a strong culture.

12:30–2:00 PM

Lunch

2:00–3:30 PM

Managing by Results

Use meaningful statistics, dashboards and targets; measure production rather than activity; and identify problems early.

3:30–3:45 PM

Break

3:45–5:00 PM

Profitability, Growth and Freedom

Increase efficiency, strengthen patient flow and referrals, and expand without creating more owner overload.

Sunday, May 2
Application, Networking and BreakoutsHosted by Craig Ferreira and Robin Bogan

9:00 AM

Hall Open

9:00–9:15 AM

Turning Knowledge Into Action

Identify the most important changes to make after returning to the practice.

9:15–10:30 AM

Where Is Your Practice Depending on You?

Examine owner overload, responsibilities that should be delegated, missing management positions and unclear accountability.

10:30–10:45 AM

Break

10:45 AM–12:30 PM

Solve the Biggest Barrier to Your Next Stage of Growth

Work on the area most important to your organization: personnel, executive development, organization, statistics, finances, referrals or expansion.

12:30–2:00 PM

Lunch

2:00–3:30 PM

Executive Roundtables

Work through real business situations involving growth, staffing, management, profitability, leadership or expansion.

3:30–3:45 PM

Break

3:45–5:00 PM

Your 90-Day Practice Growth and Leadership Plan

Define leadership, organizational, personnel, statistics, financial and growth actions—with targets and deadlines.

5:00–5:15 PM

Closing: Creating a Better Future

Return home as a stronger executive with a concrete plan for building a stronger practice.

Leave Cancun with more than ideas.
Return with a practical 90-day plan for your leadership, organization and growth.

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