On the Calendar Now

What I'm Working On

Most speaker websites show you finished work. This page shows you the work in progress — the engagements on my calendar right now, what each client asked for, and what I'm building to deliver it.

I don't name clients here. Their events are theirs to announce. But if you're weighing whether I'll customize for your audience or hand you a talk I gave last week, this is the honest answer.

Updated November 2026

These entries describe recent engagements. For what's on the calendar today, contact Helen.

Consumer Trends · One-Hour Presentation, Vietnam, December 5

Gen X managers, Gen Z and Gen Alpha buyers, and how to read the people around you

In Preparation

I’m building the slides for a one-hour presentation in Vietnam on December 5. A textile company is hosting it for an international audience. The talk has three parts.

Generation X managers around the world. I didn’t expect how much Gen X managers share from country to country. They face the same problems almost everywhere.

The consumer habits of Gen Z and Gen Alpha. Comparing these generations across countries has been fascinating.

How to become your own anthropologist. You can study the consumer habits of the people around you and make good, educated guesses about how they buy, based only on what you see.

Healthcare · After-Dinner Talk by Webinar, California Hospital Group

Whatever a doctor passes to a nurse, the nurse passes to the patient

In Preparation

Next is an after-dinner talk, by webinar, for a hospital group in California. The audience is all physicians, and they’re struggling in their relationships with their nursing staff. They know patient satisfaction depends directly on how doctors and nurses get along.

Financial Services · PHASE Into Retirement™ Rollout, 60+ Advisors

Our largest PHASE Into Retirement™ client yet

In Preparation

I’m also talking with several financial services companies about offering PHASE Into Retirement™ to their clients. PHASE got attention fast, and financial advisors keep asking about it. We recently signed our largest financial services client yet, a firm out West with more than 60 advisors.

We kick off with them on November 13 with a Lunch and Learn for their staff, held by webinar. Much of this month also goes to filming videos for those advisors: how PHASE works, how to talk about it, and what it will do for their clients. Soon we’ll start filming client-facing videos that advisors can share directly with their clients.

PurposeNext · First Board of Advisors Meeting, November 5

Industry veterans helping us grow PHASE Into Retirement™

In Preparation

On November 5 we hold the first meeting of the PurposeNext Board of Advisors for PHASE Into Retirement™. We’ve brought together a group of industry veterans to advise us on how to grow PHASE, how to price it, and how to position PurposeNext, our company, to grow it best.

This is the first time the group will meet, and we have a full agenda for getting their help.

Healthcare · Four-Hour Workshop for Middle Managers

The role plays were written from cases they were already dealing with

Delivered

A hospital system asked for four hours with their middle managers and other healthcare workplace leaders. The subject was intergenerational communication and the workplace conflict that comes out of it. They wanted clear instruction, and they wanted role plays. This group learns by doing.

We built it as two halves with a lunch break between them. Teaching first: what each generation in their buildings expects from a colleague, from a manager, and from a patient's family, and why those expectations collide. Role plays after — written from situations they were already handling, and titled the way they'd recognize them: “Peer to Peer,” “Leader to Team,” “Maternity Discharge,” and “Medicare Patient w/ Daughter.”

Two of those four are patient-facing, which is the part most generational training leaves out. In a hospital the generational collision isn't only between staff. It's between a young nurse and an older patient's adult daughter, at the worst possible moment for both of them.

The reviews were strong. The leader who brought us in sent a note afterward, and she's allowed me to publish it — without her name or her employer's.

Want the finished version?

Case studies cover engagements clients have agreed to name, with their own account of what changed afterward.

Have an audience that needs something built for them?

Contact Cam or Helen to check availability and discuss your event.