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  • Agenda
  • Workshops
  • Night Out
  • Important Information

2025 Nautilus Annual Meeting

Wednesday, May 14 – Friday, May 16
Dallas/Plano Marriott at Legacy Town Center
7121 Bishop Road, Plano, TX 75024

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Presenters

Agenda

Download Agenda

Photo of Ryan

Ryan Estis

The Art
of Standing Out

About Ryan

Photo of Chad

Chad Foster

Blind Ambition: How to go from Victim to Visionary

About Chad

Photo of Ann

Ann Handley

Creating Content
that Connects

About Ann

Photo of Riaz

Riaz Meghji

Every Conversation Counts

About Riaz

Photo of Jon

Jon Petz

Rules for Amazement

About Jon

Photo of Marci

Marci Rossell

Economic Outlook

About Marci

Photo of Steven

Steven Siegel

Business Succession Planning

About Steven

Breakout Workshops

Three, one-hour breakout workshops will be held between 1:30 and 5 pm on Thursday afternoon, with a 15-minute break between them.  During the third time slot, each Nautilus team will have “open office hours” so you can stop by and meet the Nautilus team members and ask questions about the resources and services available from these areas. 

We will reach out to all registered attendees prior to the meeting with more information and will ask you to register for workshops at that time. 

Nautilus Night In - Wednesday, May 14

On Wednesday evening, we will provide dinner at the hotel.


Nautilus Night Out - Thursday, May 15

We invite you to participate in the Nautilus Night Out, an evening of camaraderie, following Thursday’s reception at the hotel. The night out will feature five restaurant options, each with a pre-selected menu. You will choose your restaurant preference during the meeting registration process. Once a restaurant is full, it will no longer appear as an option during registration.

Please note: If you register to attend a hosted dinner for the Nautilus Night Out and do not show up at your assigned restaurant, you will be charged a $75 no-show fee, deducted from your agent’s ledger or charged to your Home Office cost center in June 2025.

Bob's Steak and Chop House

Walking Distance: 0.3 Miles from Marriott
Maximum Capacity: 118
Masters Room: 68
Board Room: 20
Derby Room: 30

View Website | View Guests

The Capital Grille

Walking Distance: 0.4 Miles from Marriott
Maximum Capacity: 111
The Board Room: 12 guests
The Wine Room: 32 guests
The Legacy Room: 22 guests
The Veranda Patio: 45 guests

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Del Frisco's Double Eagle Steak House

Walking Distance: 0.6 Miles from Marriott
Maximum Capacity: 60
Prime: 18 guests
Eagle: 42 people

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Fleming's Prime Steakhouse & Wine Bar

Walking Distance: 0.3 Miles from Marriott
Maximum Capacity: 48
Sonoma: 48 people

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Truluck's

Walking Distance: 0.1 Miles from Marriott
Maximum Capacity: 60
The Trident: 32 people
Legacy: 28 people

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Important Information

Guest Fees

Guests will be charged a $900 fee. There is no guest fee charged for children working in agent’s business, successor agents with a signed agreement on file with the Home Office, District Agents, agents affiliated with Nautilus Member’s DBA, and Nautilus Members’ staff.

Hotel Registrations and Cancellations

All meeting registrants are 100% responsible for making their own hotel room reservations and any cancellation charges that may apply.

Flight and Airport Transportation and Reservations

Attendees are responsible for making their own flight and ground transportation arrangements upon arrival to Dallas.  The Plano Marriott Town Center does not provide airport shuttle service.  

Return transportation to DFW Airport and to Love Field will be provided on Friday, May 16, via complimentary motor coach service departing from the Marriott hotel lobby promptly at 12:30 pm. 

Please note:  If you depart at any other time or date, or if you use any airport other than DFW or Love Field, you will be responsible for arranging and purchasing your own ground transportation.

Additional transportation options:

  • Uber or Lyft:  Uber and Lyft are available at DFW and Love Field airports.
  • Town car:  Premier Transportation, call 800-789-4847 or email reservations@premierofdallas.com for rates.  Reservations required.
  • For shared van transportation to DFW or Love Field:  Super Shuttle 800-258-3826, www.supershuttle.com.  Reservations required.

Dress Code

The entire meeting is business casual, which includes dress pants, nice jeans, sweaters, shirts, skirts, and dresses that while not formal, still maintain a professional presence. 

You may wish to bring a light jacket or sweater and an umbrella, as the weather in Dallas in May can be rainy, breezy, and cool.  Check The Weather Channel’s forecast for Plano, TX, prior to departure:  https://weather.com/weather/tenday/l/USTX1060:1:US.

Questions

For meeting registration questions please contact Margaret_R_Riley@newyorklife.com. 

© 2026 New York Life

Bob's Steak and Chop House

Walking Distance: 0.3 Miles from Marriott
Maximum Capacity: 118
Masters Room: 68
Board Room: 20
Derby Room: 30

Guests Attending

Masters Room

[guests_attending venue="Bobs Chop House"]

Board Room

[guests_attending venue="Bobs Chop House - Board Room"]

Derby Room

[guests_attending venue="Bobs Chop House - Derby Room"]

The Capital Grille

Walking Distance: 0.4 Miles from Marriott
Maximum Capacity: 111
The Board Room: 12 guests
The Legacy Room: 22 guests
The Veranda Patio: 45 guests
The Wine Room: 32 guests

Guests Attending

The Board Room

[guests_attending venue="Capital Grille - Board Room"]

The Wine Room

[guests_attending venue="Capital Grille - Wine Room"]

The Legacy Room

[guests_attending venue="Capital Grille - Legacy Room"]

The Veranda Patio

[guests_attending venue="Capital Grille - Veranda/Patio"]

Del Frisco's Double Eagle Steak House

Walking Distance: 0.6 Miles from Marriott
Maximum Capacity: 60
Prime: 18 guests
Eagle: 42 people

Guests Attending

Prime

[guests_attending venue="Del Friscos - Prime 2"]

Eagle

[guests_attending venue="Del Friscos - Eagle 2"]

Fleming's Prime Steakhouse & Wine Bar

Walking Distance: 0.3 Miles from Marriott
Maximum Capacity: 48
Sonoma: 48 people

Guests Attending

Sonoma

[guests_attending venue="Flemings - Sonoma"]

Truluck's

Walking Distance: 0.1 Miles from Marriott
Maximum Capacity: 60
The Trident: 32 people
Legacy: 28 people

View Website | View Guests

Guests Attending

The Trident Room

[guests_attending venue="Trulucks - Trident Room"]

Legacy

[guests_attending venue="Trulucks - Legacy Room"]
Photo of Ryan

Ryan Estis

Ryan Estis is a sales and leadership expert at the forefront of the human-centered growth movement transforming the way we work, lead, and live so individuals and organizations can achieve sustainable success.  He’s a bestselling author and Founding Partner of ImpactEleven, a hyper-growth enterprise that embodies the human-centered movement and delivered a 500% increase in growth and a 1300% increase in shareholder value with a 90% client retention rate over the last two years.  Ryan has spent his career in the trenches building high-performance teams and a client roster of category-leading brands.  As a strategic advisor and former Fortune 500 CRO, he understands that the key to meaningful results lies in elevating people to their highest potential.  Ryan empowers individuals and organizations to leverage change as a catalyst for growth and maximize their impact by embracing a human-centered approach to sales, leadership, and life.  His expertise transcends industry boundaries, making him a trusted advisor to companies ranging from startups to Fortune 500 giants including Mayo Clinic, Mastercard, The NBA, Pfizer, IBM, Deloitte, McKesson, CVS, and State Farm Insurance.  His work and writing have been featured in Forbes, Fast Company, Inc, and Entrepreneur magazines.  Meetings & Conventions Magazine recently recognized him as “one of the best keynote speakers ever seen or heard.”

Photo of Chad

Chad Foster

Chad E. Foster is a husband, father, and avid snow skier (that is not a joke) who is not just competing with his condition; he is competing with the world’s most successful people.  Chad believes he is not successful despite being blind, but rather he is successful because he’s blind.  He embraced his problem and turned it into a solution.  Can you imagine going blind as a teenager?  When most people were preparing for the adventure of adult life, Chad was watching the world he grew up in fade to black.  But that didn’t stop him from becoming the first blind person to graduate from the Harvard Business School leadership program and climbing the corporate ladder as a successful finance/sales executive.  Throughout his career, his financial strategies and decisions have resulted in the creation of countless jobs, billions of dollars in revenue, industry-leading growth, and best-in-class margins.  Chad works at Red Hat, one of the most innovative tech companies and the world’s largest open-source software company (recently purchased by IBM for $34 billion).  With determination, ambition, and drive, he created what Oracle said would be impossible.  He gave millions of people the ability to earn a living by becoming the first to create customer relationship software for the visually impaired.  With speaking invites from London to Beijing and the Atlanta Opera commissioning an opera inspired by his life story, Chad inspires people to overcome their own blind spots.

Photo of Ann

Ann Handley

Ann Handley is a Wall Street Journal bestselling author who speaks worldwide about how businesses can escape marketing mediocrity to ignite tangible results.  IBM named her one of the seven people shaping modern marketing.  Ann is a digital marketing pioneer and the Chief Content Officer of Marketing Profs, the leading marketing training company with more than 600,000 subscribers.  She is the Wall Street Journal bestselling author of “Everybody Writes: Your Go-To Guide to Creating Ridiculously Good Content,” and co-author of “Content Rules: How to Create Killer Blogs, Podcasts, Videos, Ebooks, Webinars (and More) That Engage Customers and Ignite Your Business.”  Her books have been translated into 19 languages, including Turkish, Korean, Italian, Chinese, and Japanese.  A LinkedIn influencer, she has more than 420,000 followers on Twitter and is consistently named one of the more influential marketers on social media.  She has contributed commentary and bylines to Entrepreneur magazine, IBM’s Think Marketing, Inc. magazine, Mashable, Huffington Post, American Express, NPR, and the Wall Street Journal.  Ann lives in Boston, where she is Mom to creatures two- and four-legged.  She is an E.B. White Superfan, a Cavalier King Charles Spaniel enthusiast, and a novice tap dancer.  She escapes it all by retreating to her tiny-house office, which houses her vintage typewriter collection.

Photo of Ann

Riaz Meghji

Riaz Meghji is a human connection expert and author of the book “Every Conversation Counts: The 5 Habits of Human Connection That Build Extraordinary Relationships.” His insights have been featured in Fast Company, Harvard Business Review and Financial Post. After one conversation led him to take a dramatically different career path that changed his life for the better, he became dedicated to exploring the ways that authentic human connection can change lives and organizations. In addition to being a respected thought leader and author on the topic of human connection, Riaz is also an accomplished broadcaster with 17 years of television hosting experience; he has interviewed experts on current affairs, sports, entertainment, politics, and business. Riaz has hosted for Citytv’s Breakfast Television, MTV Canada, TEDxVancouver, CTV News, and the Toronto International Film Festival. He is a natural storyteller with a proven ability to conduct engaging, in- depth conversations across various disciplines. Off-camera, Riaz dedicates himself to philanthropy and causes he cares about including Canuck Place Children’s Hospice.

Photo of Ann

Jon Petz

Jon Petz is a two-time, best-sellers list author and motivational keynote speaker on performance and the power of human connections. He brings this passion and energy for performance, purpose, and impact to events of all types, as well as to those he professionally coaches to strengthen their performance mindset and success in life, business, and careers. Jon is a former sales & marketing executive in big corporate as well as a tech entrepreneur. As a remarkable addition, Jon is a professional magician and has performed around the globe for audiences of all types. This one-of-a-kind combination brings relevancy, experience, and understanding to the real-world challenges and opportunities we face in our professional pursuits. It also produces a masterful storytelling, engagement, and entertainment factor that is uniquely and unequivocally the Jon Petz Experience, the perfected trifecta of strategy & mindset, personal inspiration, and incredible entertainment. USA Today, The Wall Street Journal, CNBC, ABC News, Success Magazine and many other media outlets have covered the success of Jon Petz and his quest to help people engage deeper, perform better, and fuel growth personally and professionally. His second book, “Boring Meetings Suck™,” was named by Inc. Magazine as a top ten and must-read business book. Jon’s third book, “Significance In Simple Moments,” has gone through six printings and focuses on human connections to help you achieve significance. Profits from this book are donated in support of the Miracles & Magic™ Foundation, a grand illusion and comedy magic show founded by Jon and his family that provides children with life-threatening illnesses a chance to forget about the treatments, shots, and hospital, and instead share the wonder and joy of comedy, magic, and illusion.

Photo of Ann

Marci Rossell

Marci Rossell is a world-renowned economist and financial expert who electrifies audiences nationwide, speaking candidly on the nexus of economics, politics, culture, and the media. She honed her animated style serving as the popular, lively Chief Economist for CNBC, where she became a household name and a must-watch source of financial news. The former co-host of the well-known “pre-market” morning news and talk show Squawk Box, Rossell is revered for taking complex economic issues, often dull in the button-down business press, and making them relevant to people's lives, families, and careers. She discusses America’s current and future role in the global economy, factors responsible for recessions, how Washington influences Wall Street and the markets, and the specific forecast for the U.S. economy over the course of the next 18-24 months. She also is well-versed in the stock market, investor behavior, consumer confidence, and what accountable capitalism looks like this year and beyond. With a knack for making complex topics more digestible, Rossell’s authentic, high-energy talks deliver a stimulating and often optimistic economic outlook, providing an insider’s perspective on key factors of economic disruption. Her creative, thought-provoking commentary will ring in the audience members' ears well after she leaves the stage. Prior to her career in broadcast journalism, Marci served as Corporate Economist and Investment Spokesperson for OppenheimerFunds, one of the nation’s largest mutual fund companies. Her success in the private sector led to her economic commentary being revered and ultimately her appointments on nationally syndicated talk shows. Before moving to Wall Street, she was an expert witness for Deloitte & Touche in court cases involving economic issues. Marci began her career as an economist with the Federal Reserve Bank of Dallas. Marci earned a Ph.D. in Economics from Southern Methodist University, where she was named one of the Young Alumni of the Year in 2002. She brings a world of experience — from Main Street to Wall Street — when discussing the U.S. economy, international events, and movements in capital markets.

Photo of Ann

Steven Siegel

Steven G. Siegel, JD, LLM, president of The Siegel Group, provides consulting services to attorneys, accountants, business owners, family offices, and financial planners throughout the United States.  Steven is the author of many books, including: The Grantor Trust Answer Book (2024 Leimberg Information Systems); The Adviser’s Guide to Financial and Estate Planning (AICPA 2024); Federal Fiduciary Income Taxation (Foxmoor 2020); Understanding the Federal Gift Tax (Leimberg Information Systems (2021); Federal Estate and Gift Tax (Foxmoor 2016); and co-author of Income Taxation of Trusts and Estates, (Carolina Press 2020; 2nd edit. 2023).

Steven has delivered hundreds of lectures to thousands of attendees in live venues and via webinars throughout the United States on tax, business, and estate planning topics on behalf of numerous organizations, including Western CPE, the Heckerling Institute on Estate Planning, Notre Dame Tax and Estate Planning Institute, CCH, National Law Foundation, AICPA, Yale School of Management; U. of Chicago Booth Business School, The Kansas City Estate Planning Symposium, Leimberg Information Systems, Western CPE, many state accounting societies and estate planning councils as well as on behalf of many private companies.  

He’s presently serving as an adjunct professor of law in the graduate tax program (LLM) of the University of Alabama School of Law, and he has served as an adjunct professor of law at Seton Hall University and Rutgers University law schools.  Steven holds a bachelor’s degree from Georgetown University (magna cum laude, Phi Beta Kappa), a juris doctor from Harvard Law School, and an LLM in taxation from New York University Law School.

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