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The Agency Round Table

The Agency Round Table

Tuesday, the Estate Management Network will host an event that brings together some of the most experienced voices in domestic staffing for an open, candid discussion. The Agency Round Table, scheduled for August 19 from 2 to 3 PM EDT, will feature a virtual panel of agency owners who work daily at the center of household placement. A Q&A session will follow the discussion.

Panelists include Elise Lewis of Distinguished Domestic Services, Peter Van Ryder of Estate Management Solutions, Casey Walsh of Walsh Signature Staffing, Lisa DesBoine-Murray of The Herbert Alfred Agency, and Marc Sorensen Leandro of Sorensen Staffing. Together, they represent decades of combined experience in matching private service professionals with the households that rely on them.

This conversation will address questions and concerns raised by those working in the field. Topics include communication practices, the use of job titles, confidentiality expectations, and identifying agency green and red flags. The format is designed to be unscripted, giving attendees an authentic look at the dynamics influencing today’s staffing decisions.

The Agency Round Table is open to Estate Managers, Chiefs of Staff, Household HR professionals, and other private service staff. It is an opportunity to hear directly from agency leaders, gain insight into current placement trends, and better understand the factors shaping successful staffing outcomes. Registration is available now to all professionals in or supporting private service.

Please add your thoughts and questions for the conversation to this questionnaire: https://forms.gle/RP3iR6D4waqscMhz6

 

We will email the event link to registered participants.

*Please note, the Zeffy transaction fees are OPTIONAL, and go directly to Zeffy. You can choose how much you want to support Zeffy’s processing system. They cover all processing charges for nonprofits so we receive 100% of your donation.

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There doesn't seem to be a consensus about the role of the Estate Manager. Let's get the conversation going by asking what the job is, what are the skills, experience, and education needed to perform the work, among other requirements. Join a panel that includes the stakeholders in the conversation- an EM, and Employer, an Agency, and an Educator. The panel will be followed by a breakout Q&A and workshop that you'll automatically be seated in when the discussion ends.

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