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Tuesday May 12, 2026 12:30pm - 5:45pm PDT
12:30 - 12:40 PM Travefy Live Kick Off & Overview of the afternoon

12:40 - 1:05 PM Travefy Live Opening KeynoteLed by David Chait, CEO and Founder; Kyle Deterding, VP of Product

1:10 - 1:45 PM The Travefy Advantage: Built for Every Stage of Your AgencyLed by Stephanie Gries, Senior Community Manager

1:45 - 1:55 PM Viator SpotlightLed Michelle Bartholomew, Viator’s Travel Agent Program Senior Manager

1:55 - 2:00 PM Break

2:00 - 2:10 PM Coaching Time with RosLed by Roslyn Ranse, Agency Owner & Business Strategist of TravelAgent Achievers

2:10 - 2:40 PM From Advisor to Agency Leader: A Fireside Chat with Megan LoveLed by Adam Runner, Director of Marketing and Megan Love, Directorof Business Development, Share the Magic Travel | Vice President ofSTM Travel Design

2:40 - 3:15 PM CRM & Automations that Run Your BusinessLed by Stephanie Gries, Senior Community Manager

3:15 - 3:20 PM Break

3:20 - 3:30 PM Coaching Time with RosLed by Roslyn Ranse, Agency Owner & Business Strategist ofTravel Agent Achievers

3:30 - 4:05 PM [INTERACTIVE] Let’s Build: A Landing Page that SellsLed by Bonnie MacLeod, Education Coordinator

4:05 - 4:10 PM Break

4:10 - 4:50 PM How Successful Advisors Run Their Agencies with TravefyLed by Bonnie MacLeod, Education Coordinator & Mari Bay,Travefy Brand Ambassador

4:50 - 5:00 PM Coaching Time with RosLed by Roslyn Ranse, Agency Owner & Business Strategist of TravelAgent Achievers

5:00 - 5:30 PM Live Kahoot Trivia & What’s NextLed by Roslyn Ranse, Bonnie MacLeod, Stephanie Gries

5:30 - 6:30 PM Happy Hour!

Start your Travel Agent Forum experience by learning how to simplify your business, streamline your workflow, and deliver a standout client experience with Travefy.

Travefy Live is the first in-person Travefy event dedicated to helping advisors and agency leaders go from knowing Travefy to mastering it. This hands-on, immersive session is designed to help you get more out of Travefy in a single afternoon. 

Why Attend & What You’ll Learn
  • Learn clear, repeatable workflows you can apply immediately
  • Hear from top advisors who are actually using Travefy
  • Save time by reducing manual work and disconnected systems
  • Create polished, client-ready itineraries and proposals
  • Build landing pages that help you convert more bookings
  • Use CRM and automations to stay organized and in control
  • Pick up pro tips to run a more confident, streamlined business
  • Get real answers to your questions through live coaching
  • Connect directly with the Travefy team and Travefy pros

  1. Who Should Attend
    • New users looking for a clear starting point
    • Current users ready to go deeper
    • Agency leaders who want more structure and visibility
    • Advisors ready to simplify and grow
  2. We’ve built in a few surprises you won’t want to miss. Stay with us through the afternoon and you’ll close out the day at a happy hour brought to you by Viator.
    IMPORTANT: Seating is very limited. Secure your seat by adding this session to your agenda. 

    Need more information? Visit: https://info.travefy.com/travefylive


Speakers
avatar for David Chait

David Chait

Founder and CEO, Travefy

BM

Bonnie MacLeod

Education & Engagement Coordinator, Travefy

avatar for Stephanie Gries

Stephanie Gries

Senior Education Manager, Travefy

avatar for Roslyn Ranse

Roslyn Ranse

Travel Agent Achievers


Tuesday May 12, 2026 12:30pm - 5:45pm PDT
Concorde A

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