A sought-after speaker and best-selling author, Rob Jolles teaches, entertains, and inspires audiences worldwide. Rob draws on more than forty years of experience teaching people how to communicate with others. His programs on influence and persuasion are in global demand, reaching organizations in North America, Europe, Africa, and the Far East. And in showing clients not just “how to do things” but also “why to do things,” he stirs individuals and companies to create real, lasting change.

The goal of motivating, inspiring, and entertaining an audience is not lost on us, however, it means nothing if the ideas presented are not informative and measurable. A pioneer in teaching repeatable, predictable processes, from keynote, to training seminar, Rob includes actionable implementation strategies in every presentation. To ensure any presentation delivered doesn’t fall into the, “flavor of the month” category, all keynotes are presented with speaker’s notes handouts, and all workshops are presented with participant guides, and job aids.

Today, Rob’s keynotes and workshops attract many diverse audiences, from Global 100 companies to growing entrepreneurial enterprises, from parents to professional negotiators. His best-selling books, including Why People Don’t Believe You, How to Change Minds, Customer Centered Selling, How to Run Seminars & Workshops, The Way of the Road Warrior, and Mental Agility®, have been translated into more than a dozen languages.

Attend this interactive session and find answers to AI questions and more. Learn from our experts how they are using AI in their agency and leveraging it’s use to streamline productivity.

What Went Wrong in Connelly vs United States?
Best Practices in Buy-Sell Planning

Effective buy-sell planning requires well-written legal documents, deep knowledge of income tax implications, and practical experience with a wide range of planning concerns. Special attention will be given to the surprising 2023 ruling from the Eighth Circuit in Connelly v. United States. In this presentation we will examine both technical and practical aspects of this process, along with the latest updates, pitfalls to avoid, and strategies for overcoming challenges.

You will learn:

• How to overcome pitfalls and common misunderstandings in buy-sell agreements
• What went wrong in the Connelly v. United States decision from the Eighth Circuit, and strategies to avoid this outcome
• How to assist your clients in obtaining the most effective buy-sell agreement for their business
• Real life trends and findings from Principal’s database of thousands of agreements over the past 10 years