Live Workshop in Dallas, TX
Build Your 2027 Plan
Think bigger. Act sharper.
Join a group of agency owners for a 2-day workshop designed to leave
knowing the most important thing your agency needs you to invest in next,
along with a concrete plan for doing something about it.
Dallas, TX | November 9th and 10th, 2026 | Limited Spots Available
You set goals…but do you actually hit them?
Are your priorities grounded in strategy or buried in busyness?
Are you relying on hustle or a plan you actually trust?
Do you feel confident that the time invested on your business is moving your agency forward?
A Place to Grow
Elevate is so much more than a typical workshop or conference. It’s an opportunity to expand the way you think about your business, connect with other agency owners who are working toward the same goals, and leave with new ideas, renewed momentum, and a clearer path forward.
Oh, and the food and atmosphere aren’t bad either.
Roy Page
PARTNER, TOBINLEF
Roy is a business strategist, entrepreneur, and marketing leader with more than 30 years of experience helping organizations grow. He is a partner at TobinLeff, an M&A firm focused on the agency industry. Prior to joining TobinLeff, he founded Third Degree Advertising and Communications and led the agency for 25 years before exiting through a merger in 2018.
Peter Kang
FOUNDER, BARREL HOLDINGS
Peter Kang is an entrepreneur, investor, and agency operator who acquires and grows agency businesses through Barrel Holdings. After co-founding Barrel, he transitioned from agency operations to building a portfolio of companies, helping agency leaders scale while writing and teaching about long-term business ownership.
Shyam Patel
FOUNDER, SUBLINGUAL
Shyam Patel is a cognitive scientist, speculative designer, and community organizer who helps leaders reimagine what’s possible. Through Sublingual, he creates transformation experiences that challenge conventional thinking, unlock creativity, and open new pathways for collaboration.
Russel Dubree
HOST • AGENCY COACH, AN AGENCY STORY
Russel Dubree is a former agency owner and now agency coach who helps marketing agency leaders build more profitable, sustainable, and valuable businesses. He believes success comes not from doing everything yourself, but from building great people, systems, and leadership. That philosophy helped grow his agency into an eight-figure business before a successful exit, and today forms the foundation of his coaching.
Day 1
Mindset & Clarity
The first day is dedicated to helping you reset and expand their mindset, removing limiting beliefs that may be holding you back and reinforcing a forward-thinking, intentional approach to business success. A full speaker list will be released soon.
- Inspiring keynote speakers to shift perspective and ignite forward-thinking
- Structured networking opportunities that foster meaningful peer connections
- Interactive breakout discussions designed to challenge assumptions and unlock fresh insights
- Hands-on participation that encourages clarity and personal reflection, not passive listening
- Vision refinement exercises to help clarify where you want to take your agency in 2027
Day 2
2027 Agency Plan
The second day is structured as a hands-on workshop where agency owners will build out their strategic roadmap for 2027. Unlike typical goal-setting exercises where objectives are defined but not revisited, this session will focus on creating a structured framework that can be consistently applied throughout the year.
- Build a clear, customized strategy tailored to your agency’s current stage and future goals
- Work through real business challenges in a guided, collaborative environment
- Refine your 2027 roadmap in real time with direct feedback and expert facilitation
- Leave with an investment plan you can confidently follow all year long
The Bird is Early
2,500
You’ve already blocked your calendar, made a checklist, and color-coded your priorities. Respect.
Available for the first 10 registrations.
Type B
3,150
You’re not that early, but you’re still responsible and that’s what people like about you.
Available until October 16th or until the event is sold out.
Just-in-Timer
3,500
We love-last-minute energy… but I wouldn’t wait if I were you.
Available until November 1st or until the event is sold out.
Take the next step.
Purchase.
This event is intentionally small. Limited spots are available, purchase now!Confirm.
We’ll follow up to confirm registration, provide important details, and walk through your next steps.
Attend.
Join us in Dallas and build a focused, actionable roadmap for the year ahead.
This workshop is designed for agency leaders who are ready to make a meaningful investment in their business. It’s ideal for digital agencies with teams of 5 to 25 people, regardless of revenue, who are seeking clarity, strategy, and momentum heading into 2027. Whether you’re a current An Agency Story client or new to the community, you’ll be part of a thoughtful, growth-minded group of peers.
Your registration covers everything you need to fully engage in the retreat experience. That includes a light breakfast, lunch, snacks, and beverages on both days, along with all programming, materials, and hands-on tools to help you build your 2027 plan. You’ll also receive post-event support to keep you on track well after the retreat ends. Travel and hotel accommodations are not included, but we’ll be sharing preferred lodging options near the venue. Pricing is per agency, see details below for those with more than one attendee.
Absolutely. In fact, it’s encouraged! If you have a business partner or key team members who help drive strategy and make big-picture decisions, this retreat is a great opportunity to align your leadership team around a shared plan. You can bring up to 5 additional people from your agency at a rate of $450 per person.
The workshop takes place Monday and Tuesday, November 9th & 10th, 2026, from 9:00 AM to 5:00 PM each day. We recommend arriving on Sunday, November 8th, and departing on Wednesday, November 12 (or taking a late flight out Tuesday night if needed). There will be an optional evening gathering after Day 1 for anyone who wants to connect further.
The workshop will take place at The Grand Hotel and Ballroom located in Mckinney, TX. This is also the preferred location for hotel accommodations and a block of rooms have been held at a discounted rate.
This isn’t a one-and-done event. Every attendee will receive 90 days of post-workshop support designed to keep the momentum going. That includes a structured email follow-up sequence, access to a private Slack group for peer support and accountability, and a 1-1 check-in in early 2027.
Absolutely. This workshop is intentionally designed to foster connection, not just content. Day 1 in particular offers multiple opportunities to engage with other agency owners through guided discussions, breakout sessions, and a relaxed evening gathering. That said, all interaction is optional, you’ll have the space to engage at your own pace and comfort level. You’ll leave with not only a plan but also a community of peers to support you along the way.
If you have any additional questions or need more information, please feel free all of it to email elevate@anagencystory.com and someone will get back to you shortly.