| May 1, 2008 | |
| 7:45 am to 8:00 am | Continental Breakfast |
| 8:30 am to 8:45 am | Introduction and Opening Remarks |
| 8:45 am to 9:30 am | Industry Trends and Search Activity |
| 9:30 am to 10:15 am | Common Questionnaire Pitfalls |
| 10:15 am to 10:30 am | Break |
| 10:30 am to 11:15 am | RFP Best Practices |
| 11:15 am to 12:00 pm | Effective Newsletters and Client Letters |
| 12:00 pm to 1:00 pm | Lunch |
| 1:00 pm to 2:00 pm | New Business and Final's Presentation Workshop |
| 2:00 pm to 3:00 pm | Client Service Workshop |
| 3:00 pm to 3:15 pm | Break |
| 3:15 pm to 4:15 pm | Best Practices for Communicating Firm and Product Changes |
| 4:15 pm | Wrap up and Q&A |