Join us in Bozeman, Montana on June 13 – 15, 2023
Navigate Summit
Discover the beauty of Bozeman and connect to what truly matters.



What to expect at the Navigate Summit
At the Navigate Summit, attendees will get the chance to engage with industry thought-leaders, partners, and clients to discover the latest innovations, trends, and insights in the health and wellbeing space. They'll have the opportunity to learn from experts and gain personalized pathways to success.
We'll explore the value of connecting people to what matters, market trends, and strategies for personal growth. Plus, we'll provide attendees with the tools and resources to help them achieve their goals. And to top it off, we'll be hosting a give back concert to make a difference in the local community.
We invite you to join us for this one-of-a-kind event to learn, explore, and be inspired. Get ready to get the most out of your Navigate Summit experience!
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Be inspired. Heroes of all kinds will share their stories of challenge and resilience.
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Learn. Hear from industry game-changers and award-winning leaders.
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Connect. Make connections and share best practices with other leaders across the country.
Past summit experiences
Connecting people to what matters
Day 1
Connect to tools and strategies for personal growth
Unlock the power of self-awareness to strengthen your relationships and achieve your goals. Join us as we welcome experts from a variety of fields to discuss how to make the most of your connections and cultivate meaningful relationships.
Day 2
Explore the value of connection
Get insights from knowledgeable industry professionals, build a customized wellbeing journey, discover the impact of a wellbeing strategy, and enjoy the power of connection with your peers at a special community give back concert.
Day 3
Connect to positive social outcomes
Examine how meaningful relationships with others helps individuals and organizations transition, grow, and even thrive during times of change.
Our speakers
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Kevin Brown
Motivational Speaker & Author
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Kristina Kuzmic
Comedian, Author, and Recovering Pessimist
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Zachary Wieder
CEO at Principles, A Ray Dalio Company
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Steve Elfanbaum
Head of Strategic Partnerships at Principles, A Ray Dalio Company
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Todd Hlasney
SVP, Director Health Risk Solutions, Lockton Companies
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Sarah Shaw
VP, Unit Leader, Health Risk Solutions, Lockton Companies
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Julie Casper
Assistant Vice President, Account Executive, Health Risk Solutions, Lockton Companies
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Amy Boyce
Director of People & Culture at Navigate
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Christy Smith
VP of Growth at Navigate
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Jeremy Knipper
Chief Technology Officer at Navigate
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Troy Vincent
Founder & CEO at Navigate
Tuesday, June 13
Day one is all about exploring what is important to you, and how you can use that knowledge to build meaningful relationships and reach your goals. Hear from various industry thought-leaders about how you can strengthen your relationships and create meaningful connections with those around you.
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Zachary Wieder CEO at Principles, A Ray Dalio Company
Steve Elfanbaum, Head of Strategic Partnerships at Principles, A Ray Dalio Company -
Troy Vincent, Founder and CEO at Navigate
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Kristina Kuzmic, Comedian, Author, and Recovering Pessimist
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Our evening event includes a truly unique and memorable experience dining at the beautiful Bodhi Farms. Not only will you enjoy a delicious meal, but you’ll also have the chance to connect with nature and learn about sustainable farming practices.
Wednesday, June 14
Dive into day two as we learn from industry experts, create personalized pathways to greater wellbeing, uncover the ROI of a wellbeing program, and experience the joy of connection and community at an exclusive give-back concert.
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Watch the sunrise with a hike on Bozeman's beautiful M Trail. Four miles from the hotel, this popular route offers stunning views of the Bridger Mountains. The trail is a moderate difficulty level and features a variety of terrain from dirt and gravel paths to rocky sections. It is a popular destination for both locals and visitors, and it offers plenty of opportunities for wildlife viewing including deer, elk, and bighorn sheep.
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Amy Boyce, Director of People, Culture, and Organizational Development at Navigate
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We're actively updating our agenda as we confirm new speakers and sessions. Check back for frequent updates or keep an eye out for announcements in your email!
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Manufacturing: Kemin Industries
Public & Labor: Arapahoe County
Healthcare: Norton HealthcareTodd Hlasney, Sarah Shaw, Julie Casper
Health Risk Solutions team at Lockton Companies
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Jeremy Knipper, Chief Technology Officer at Navigate
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Jeremy Knipper, Chief Technology Officer at Navigate
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We're actively updating our agenda as we confirm new speakers and sessions. Check back for frequent updates or keep an eye out for announcements in your email!
Breakout sessions
These four sessions feature innovative and knowledgeable Navigate partners and clients as they share their personal strategies for overcoming common industry challenges.
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Exploring current challenges and expectations across different industries.
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Establishing a culture of care, managing the expectations of leadership and participants, measuring program impact, and supporting change management.
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Ensuring access to wellbeing resources, educating on the importance of wellbeing, and developing long-term strategies to stay connected.
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Establishing a wellbeing program that delivers lasting change and encourages employee adoption.
Thursday, June 15
Overcome change through connections. On our final day at the Navigate Summit, we'll examine how connecting with others can help individuals and organizations transition, grow, and even thrive during times of change.
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Start your day on the iconic Bridger Ridge Trail, located just 5.5 miles from the Kimpton Armory Hotel. This 5.5-mile trail is a gem of the Gallatin Valley and offers stunning views of the surrounding mountains and valleys. The trail is a moderate-to-difficult hike with most of the elevation gain occurring in the first 3 miles. You’ll be rewarded with views of the Bridger Mountains, the Tobacco Root Mountains, and the Madison Range as you make your way along the trail. This trail is popular with hikers, runners, and mountain bikers looking for a challenge.
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Christy Smith, VP of Growth at Navigate
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Keynote: Kevin Brown, Motivational Speaker & Author
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Troy Vincent, Founder and CEO at Navigate

Your home base for adventure
Welcome to the new Kimpton Armory Hotel, our historic destination in the heart of the American West, and Bozeman’s first and only 4-star hotel.

Coming early or extending your stay?
Connect to the adventure of Big Sky Country on your own
Bozeman is a bustling city surrounded by beautiful mountain landscapes. Looking to explore the great outdoors? With its stunning views and miles of trails, you can take in some incredible sights while hiking and exploring in the area. Read on for a few recommendations to spark your next Bozeman adventure.

Excursions

Hiking

Fishing

Rafting and floating
Past Summit Speakers
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Kyle Carpenter
Marine, Medal of Honor recipient, NationSwell council member, public speaker, and author
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Loran Nordgren
Professor of Management and Organizations at the Kellogg School of Management at Northwestern University
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Rachel Mushahwar
Head of North America Partner Sales at Amazon Web Service
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Kara Hoogensen
Senior Vice President with Principal Financial Group®
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Jillian Anderson
Subject Matter Expert; Transformation Architect; Executive Coach
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Robyn Vettraino
Principal at Verde — Sustainability Consultancy
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Jason Kiesau
Leadership Developer and Social Intelligence Geek
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Jen Hatmaker
American author, speaker, blogger, and television presenter
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2017 & 2019 Summit
Boulder, CO and Nashville, TN
Tommy Spaulding
American author and president of Tommy Spaulding Companies LLC
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2018 Summit
Napa, California
Sebastian Terry
Founder of 100things
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2016 & 2018 Summit
Boulder, Colorado
Dr. Kent Bradley
Senior Executive, Health and Wellbeing Advocate, Strategic Advisor
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2017 Summit
Boulder, Colorado
Joel Allison
Chairman, Board of Regents for Baylor University
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2019 & 2022 Summit
Nashville, TN & Des Moines, IA
Liz Cox
Executive Director at Polk County Health Services
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2016, 2017, & 2019 Summit
Boulder, CO & Nashville, TN
Peter Dunn
Chief Executive Officer at Your Money Line® and Hey Money®
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2017 Summit
Boulder, Colorado
Jenne Beecher Fromm
Owner at JenneInk, LLC and Awesome Climbs
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2018 Summit
Napa, California
Joseph Jones
Executive Director at The Harkin Institute for Public Policy & Citizen Engagement
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2018 & 2019 Summit
Napa, CA and Nashville, TN
Barry Kirk
Principal/Loyalty Practice Leader - Chapman & Co.
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2019 Summit
Nashville, Tennessee
Steve Lacy
Vistage Chair-CEO Advisor and Executive Peer Board Leader at Vistage Worldwide, Inc. Chairman & CEO Meredith Corporation
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2016 Summit
Boulder, Colorado
Dr. Ivan Lamourt
Assistant Headmaster and the Director of Counseling Services at St. Benedict’s
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2016 Summit
Boulder, Colorado
Liz Nead
Adventure Speaker, Author & Life Coach
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2016, 2018, & 2019 Summit
Boulder, CO; Napa, CA; and Nashville, TN
Ali Payne
President at ethOs and Practice Leader, Organizational Engagement at Holmes Murphy & Associates
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2019 Summit
Nashville, Tennessee
Haley Prophet
Senior Well-being Specialist | Mindful Momentum Facilitator
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2016 & 2017 Summit
Boulder, Colorado
Lamia Scherzinger
Senior Lecturer, Department of Kinesiology, School of Health and Human Sciences, IUPUI
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2019 Summit
Nashville, Tennessee
Tim O'Neil
Executive Director - Employee Experience, Benefits and Wellness at Dotdash Meredith
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2016 Summit
Boulder, Colorado
Mick Ukleja
Founder and President of LeadershipTraQ
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Amy & Ben Wright
Advocates for the value, acceptance, and inclusion of people with intellectual and developmental disabilities
Save your spot! The early bird rate expires on March 24th.