
The All Team
Summit
Three days of connection, collaboration, and community in the heart of Chicago.
We're together in Chicago. Today's schedule, the session decks, and session summaries live here, along with everything you need for the trip home.
Summit photos, as they happen.
Our photographer is uploading throughout the day. Find yourself, save your favorites, and check back tonight after the rooftop social.
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01 — The Itinerary
Your schedule at a glance.
4:00 PM
Hotel Check-In
Check-in at LondonHouse begins. Complimentary early check-in granted as available. If your room isn't ready, store your luggage with Valet and enjoy some time in the city.
4:45 PM
Meet in the Lobby
Gather in the LondonHouse hotel lobby to depart together.
5:00 PM
Depart for Guaranteed Rate Field
Group departs LondonHouse for the ballpark.
6:40 PM
Baseball Game
Chicago White Sox vs. Pittsburgh Pirates. Private suite — food & beverages provided.
After the Game
Return to LondonHouse
Group returns to the hotel together.
Evening
On Your Own
Free time to explore the city at your leisure.
8:30 AM
Breakfast
LondonHouse Hotel — Ambria Room.
9:00 AM
Personality Profiles & Team Building
LondonHouse Hotel — Etoile Room. Team learning and discussion, facilitated by Jared & Loida.
10:30 AM
Break
Short break. Sessions resume in the Etoile Room.
10:45 AM
Characteristics of a Courageous Leader
LondonHouse Hotel — Etoile Room.
12:00 PM
Lunch
LondonHouse Hotel — Ambria Room.
12:45 PM
State of SGS & Vision 2027
LondonHouse Hotel — Etoile Room. Annual stats, vision, and the year ahead. Presented by Asbel, Brian & Gwen.
Vision Deck 2027 (PDF) →1:15 PM
Team Collaboration: Broken Glass 2026
LondonHouse Hotel — Etoile Room. Facilitated by Asbel Montes.
2:45 PM
Break
Short break. Sessions resume in the Etoile Room.
3:00 PM
What Great Organizations Need From Their Leaders
LondonHouse Hotel — Etoile Room.
4:15 PM
Wrap-Up
LondonHouse Hotel — Etoile Room. Led by Brian & Asbel.
4:30 PM
Meetings Adjourned
Free time until the evening social.
6:00 PM
Evening Social
LondonHouse Rooftop. Drinks & heavy hors d'oeuvres. Smart casual, a little elevated for the rooftop.
8:00 PM
Evening Social Ends
Evening on your own.
Departures
Departures
Please check out of LondonHouse by 11:00 AM. Safe travels!
02 — Friday Sessions
Decks and session summaries.
Summaries from Friday's sessions, written from the room. Each session's deck is here to download and keep.
9:00 AM · Etoile Room
Different by Design: Personality Profiles & Team Building
Jared & Loida Howell
Jared and Loida walked the team through the Enneagram as a working tool rather than a label. The morning moved from know yourself, to know your team, to work better together, with two group exercises and a written reflection that will go to Asbel, Brian and your direct lead.
10:45 AM · Etoile Room
Characteristics of a Courageous Leader
Jonathan & Alicia Moore
Jonathan and Alicia Moore, founders of North Rock Church in San Antonio, opened with what courage is not (arrogance, foolishness, fearlessness) and then walked through seven marks of a courageous leader, with stories from seventeen years of building an organization that now runs three campuses, forty staff and 1,300 volunteers.
12:45 PM · Etoile Room
State of SGS & Vision 2027
Asbel Montes & Brian Choate
Asbel and Brian took the Data, Doctors and Leadership theme we use externally and applied it inside the company: how we build and sell technology, how we serve clients, how we make decisions, and how we treat each other. Then they put the 2027 numbers on the screen and explained how every person in the room feeds them.
1:15 PM · Etoile Room
Team Collaboration: Broken Glass 2026
Facilitated by Asbel Montes
Asbel stepped in to facilitate the Broken Glass exercise. Last year's list was almost entirely about communication, and the team fixed it. This year's list is about the systems behind the relationships, which Asbel called a sign of progress. Every item was captured live and routed to an owner.
3:00 PM · Etoile Room
What Great Organizations Need From Their Leaders
Jonathan & Alicia Moore
The Moores closed the day with seven things every great organization needs from the people in it, at every level, and asked the room to be honest about which leadership blind spot is theirs.
3:50 PM · Etoile Room
Closing: Serving Back in 2027
Asbel Montes
Asbel closed the day with one more piece of 2027: how Solutions Group will serve the first responder community it has worked alongside for thirty years.
Deck library
Every deck from the summit, as a PDF.
What Great Organizations Need From Their Leaders
Download PDF →Characteristics of a Courageous Leader
Download PDF →Different by Design
Download PDF →Vision Deck 2027
Download PDF →03 — The Experience
Together — and on your own.

Together as a team
Hosted by SGS
One more hosted gathering before we head home.
Tonight
Rooftop Evening Social
6:00–8:00 PM on the LondonHouse Rooftop. Drinks and heavy hors d'oeuvres, hosted by SGS. Smart casual, a little elevated. Photography continues through the evening, so solid colors and minimal patterns still photograph best.
Your Chicago guide
Explore on your own
Recommendations from us — places to see, eat, and try while you're in town. These aren't part of the group itinerary, but they're worth the side trip.
Cloud Gate (The Bean)
Millennium Park's mirrored centerpiece. ~5 min walk.
The Art Institute of Chicago
One of the great museums of the world. ~8 min walk.
Willis Tower Skydeck
Step onto The Ledge, 1,353 ft above the city.
360 CHICAGO Observation Deck
Tilt forward at 1,000 ft on the Magnificent Mile.
Navy Pier
Lakefront views, the Centennial Wheel, and summer fireworks.
Chicago Riverwalk
Right outside the hotel — best at golden hour.
Chicago Architecture River Cruise
The most loved tour in the city — book ahead.
Lou Malnati's Pizzeria
The buttercrust classic. Locations all over downtown.
Giordano's
Famous stuffed deep-dish — a meal in itself.
Pequod's Pizza
Pan-style with a caramelized cheese crust. Locals' favorite.
Gino's East
The graffiti-walled deep-dish original, since 1966. Closest location: Magnificent Mile, 162 E Superior St — about a 15-minute walk from the hotel.
Portillo's
The Chicago dog and the Italian beef in one stop.
The Wieners Circle
Char-dogs and Chicago character, late into the night.
Al's Italian Beef
The original Italian beef sandwich since 1938.
Garrett Popcorn Shops
Home of the legendary Garrett Mix. Try the State & Randolph shop.
Nuts on Clark
A homegrown alternative — sweet and savory by the bag.
LH Rooftop
On-site · Cocktails with the skyline at eye level.
Cindy's Rooftop
~2 min walk · Iconic rooftop at the Chicago Athletic Association.
Beatrix River North
~5 min walk · All-day cafe with a seasonal menu.
RPM Steak
~10 min walk · Modern steakhouse in River North.
Avec River North
~12 min walk · Mediterranean small plates worth the buzz.
04 — Getting Home
Checkout, the ride to the airport, and expenses.
Saturday, September 12
Check out by 11:00 AM
- — Late checkout is subject to availability; ask the front desk.
- — Flights are scheduled after 12:00 PM; allow time for airport transit and security.
- — ORD (O'Hare) is about 17 miles northwest; MDW (Midway) is about 10 miles southwest.
Ground Transportation
Use Loida's Uber code for your ride to the airport.
The code covers your departure ride from LondonHouse to ORD or MDW. It does not cover any other rides, and Uber rides outside the code are not reimbursed.
If you parked at your hometown airport, Solutions Group reimburses budget parking for Thursday and Friday only, up to $10 per day, with a receipt. Mileage to and from the airport is not reimbursed. This applies to all employees.
Per Diems — Travel Days
Meals on travel days are covered, up to $165 total.
- — Thursday travel day: breakfast & lunch (dinner is provided at the group event)
- — Saturday travel day: breakfast, lunch & dinner
The $165 is a combined maximum across your travel days and includes tips — please tip at least 20%. Traveling on different days instead? The same $165 combined max applies to your travel days.
Submit detailed, itemized receipts with your reimbursement, and list anyone who joined the meal. If your total exceeds $165, claim only $165 on your expense report and note it on the blank line.
Expense Reimbursement
Gwen McDade has sent the expense reimbursement form for the Chicago employee meeting, September 10–12, 2026.
Use the reimbursement guidelines on this site for covered costs (including the $165 total meal maximum) and Loida's Uber code for airport travel.
Excel (.xlsx)
Before you submit
- — Submit expenses by September 18, 2026
- — Email the completed form to gwen.mcdade@solutionsgroup.com and accounting@solutionsgroup.com
- — List every receipt individually in the correct category, with the date, vendor name, and reason for each line
- — Attach detailed receipts that show the tip. Credit card statement screenshots are not accepted
- — If several people were on one meal or Uber, list everyone who benefited from that receipt
- — If a receipt is lost, say so in the email you submit the form with
- — Print your name and date the form to certify it
- — Mileage to and from the airport is not reimbursed, and neither are Uber rides outside of Loida's airport-transfer code. This applies to all employees
Questions about the form: Gwen McDade, Controller, gwen.mcdade@solutionsgroup.com, 512-296-5854
05 — The People
Meet the team.
The team joining us in Chicago. Tap any name to read their bio.
Executive Leadership
Setting direction

Brian Choate
Co-Founder & Managing Partner
Brian is the driving force behind Solutions Group Services. With 25 years of experience in finance, technology, and healthcare revenue cycles, he co-founded SGS to help healthcare organizations uncover hidden revenue and optimize their financial processes. His blend of hands-on experience, industry knowledge, and forward-thinking solutions makes him a trusted advisor to clients nationwide.

Asbel Montes
Co-Founder & Managing Partner
Asbel is the visionary behind Solutions Group Services, an AI-powered healthcare tech company transforming the revenue cycle. After years leading in the EMS space and watching providers struggle with delays and denials, he set out to build a smarter path forward — leading a team focused on uncovering hidden revenue and removing friction so providers can focus on patient care.

Alex Hembrough, Esq.
General Counsel
A Lafayette native and General Counsel for SGS, Alex is a musical theater enthusiast and singer who loves CrossFit, baking, reading, and pickleball. She's drawn to all things classic — especially olive and sage green, dark chocolate, and lavender matcha lattes — and treasures quiet prayer, rosary walks, and time outdoors with her fiancé.

Gwendolyn McDade, CPA
Controller
Gwen is a CPA and SGS's Controller, but off the clock she's learning to swim, remodeling her home, and working through her reading list. A fan of Italian food and Earth, Wind & Fire, her favorites include royal blue, Buc-ee's dark chocolate covered almonds, and Fredericksburg Peach Texas Tea. She dreams of one day traveling to Australia and New Zealand — and taking up sewing and piano lessons in retirement.

Lavenda Young
VP of Operations, RevClarity
A self-proclaimed open book, Lavenda loves gardening, traveling with her husband, and spending time with her kids. Her favorites include the color green, chips, Red Bull, and the occasional Chick-fil-A fix — and she dreams of one day visiting Scotland. Grounded, energetic, and endlessly dedicated, she's been shaping SGS since 2016.

Corey Chapman
VP of Client Services, nCite
Corey is a proud dad of three — Lilian, Aiden, and Carter — and lives in Lafayette, Louisiana with his wife, Ali. When he isn't leading nCite Advisors, you'll find him outdoors: coaching his kids' sports teams, woodworking, hiking, mountain biking, or traveling with the family.
The SGS Team
Joining us in Chicago

Andrea Breaux
Account Manager
A self-proclaimed open book from Lafayette, Andrea unwinds by her pool, in her vegetable garden, and with her plants. She loves morning workouts, Christian music, and cheering on LSU — favorites include the color green, Cheez-Its, sushi, and boiled crawfish. She's the only sibling in her family with biological children; all her nieces and nephews were lovingly adopted through foster care. A trip across Italy tops her bucket list.

Suzanna Mire
Executive Assistant to Asbel Montes
Suzanna finds joy in neighborhood walks, farmers' markets, and evenings with friends. A puzzle lover, baker, and Saints fan, she's trying her hand at pickleball and photography, listens to Needtobreathe and Garth Brooks, and is always chasing the perfect lasagna. The Grand Canyon and Crete are still on her travel list.

Lane Wascom
Office Coordinator, RevClarity
Lane is wife to her college sweetheart Blake and mom to Madeline, Mason, and Ellie. She's passionate about exercise and an all-natural lifestyle, recently caught the homesteading bug (she's now mom to a flock of chickens!), and spends a lot of time studying her Bible and in prayer.

Shay Alford
RCM Auditor, RevClarity
A Brandon, Mississippi native, Shay finds joy in reading, crocheting, shopping, and traveling with her family. She's a Saints and Mississippi State fan who loves sushi, loaded teas, and Italian food. A self-described beach-vibes person and big animal lover, she's also passionate about mental health awareness.

Shyla Mitchell
Director of Marketing
A Myrtle Beach native and storyteller at heart, Shyla is married to her college sweetheart Kyle and is mom to Ryder and newborn twins Renee and Rowan. She's a worship pastor, magnetic conversationalist, and intuitive cook who thinks recipes are for the faint of heart — she believes a good book should make you cry, art comes from the heart, and a day outside can heal you.

Sarah Baker
Marketing Manager
A Texas native now based in Nashville, Sarah brings more than 10 years of experience turning ideas into clear, compelling campaigns. She's known for her creativity, strategic thinking, and ability to move projects from concept to completion at speed.

Gerica Vestal
Executive Assistant to Brian Choate
Originally from Nashville and recently transplanted to the Charlotte, NC area, Gerica spent five years as a luxury cosmetics makeup artist and six in medspa practice management before landing at SGS. In her free time she's a serious baker, avid book lover, casual needlepoint novice, and annoyingly proud wife and mom of three.

Sherry Berriker
RCM Auditor
Sherry lives in Reading, PA and enjoys traveling, being in the mountains, and jigsaw puzzles. She's spent 18 years in EMS — most recently as Assistant Executive Director of an ambulance organization — and is a Certified Ambulance Coder, Privacy Officer, Compliance Officer, and Finance Officer through NAAC, plus a SHRM-Certified Professional.

Griffin Hebert
Business Development Manager
A Louisiana native and former NFL player, Griffin unwinds with snowboarding, hunting, running, weightlifting, and shows like Yellowstone, Game of Thrones, and Friends. Favorites include Reese's Peanut Butter Cups, a great steak, and cheering on LSU and Louisiana Tech football. Fun fact: he's an only child — and dreams of exploring Europe someday.

Lauren Starling
Junior Consultant
Lauren joined the Acadian family in 2004 as an EMT-Basic and now serves as Billing Compliance Manager for Acadian Ambulance Services. Outside of work she and her husband Mike can be found at a steady rotation of sporting events for their two active boys, ages 13 and 11.

Loida Howell
Event Planner & Coordinator
A lifelong drummer, OSU football fan, and Allen Stone enthusiast, Loida loves gardening, reading, Jeep rides, and time by the fireplace. Her favorites include red, pink, and charcoal gray, chewy candy, Smartpop popcorn, and the occasional mini Coke Zero. A self-described introvert who values quiet moments — the balance that fuels her creativity behind every event.

Ricky Medina
Data Analyst
A Bay Area native and proud dad of two, Ricky keeps a strict gym routine and is into tattoos, video games, and music events — favorites include the color black, sour candy, and a shot of Don Julio Reposado. He cheers for the 49ers, Warriors, and Giants, loves Hawaiian and Thai food, and dreams of skydiving someday (while quietly admitting he's about to outspend last year's shoe budget again).

Wendy Choate
Accounts Receivable Supervisor
After 25 years in respiratory therapy, Wendy now homeschools her two kids and volunteers with her church-based home school group. She has a passion for gardening and flowers, is a self-proclaimed foodie, and — when she isn't in the garden or the office — is most likely riding shotgun with her trusty travel companion, Brian Choate, on one of his many work trips.

Ross Hughes
Software Developer
Ross has been creating software for over 30 years and now calls Colorado home. Outside of work he loves long bike rides, woodworking, and time with his family — plus Mexican food, hole-in-the-wall restaurants, and experimenting with sous vide cooking. His favorite color is pink, and he dreams of one day sailing the Mediterranean.

Wesley Choate
Operations Data Analyst
A proud Texan, Wesley enjoys working out, golfing, cheering on the Texas Rangers, and playing fetch with his dog Dakota. He's a self-proclaimed good cook with a soft spot for country music (especially Forest Frank), PayDay candy bars, pizza, and purple sugar-free Powerade — and dreams of horseback riding through the Montana mountains again someday.

Mandy Kelley
RCM Auditor
A proud mom of three and grandma to a sweet two-year-old grandson, Mandy lives in the Piney Woods of East Texas near Lake Sam Rayburn and Toledo Bend Reservoir. A two-time cancer survivor, she loves antiquing and DIY projects — especially hunting for mid-century lamps from the '60s and '70s — and cheers faithfully for the Dallas Cowboys and Houston Astros. Sage green, charcuterie snacks, and sweet tea, please.

Fredricka Harris
Program Manager, nCite
Faith-driven and family-oriented, Fredricka loves fishing and spending time with her husband of 15 years, four grandchildren, and furbaby Freddy. She's currently finishing her Master's in Health Information Management at Texas State (December 2025) and plans to pursue a Doctorate of Nursing next.

Kimberly Kennedy
Project Manager, RevClarity
Kim loves spending time outdoors — walking and hiking while appreciating God's creations — along with arts, crafts, painting, and baking. Her favorites include the color yellow, chocolate, and a Celsius energy drink, and she never turns down Mexican or Italian food. One day she hopes to travel through Europe and the Holy Land.

Megan Smith
Program Manager, RevClarity
A Louisiana native from New Iberia now living in Thibodaux, Megan is a proud Saints and LSU fan who loves gardening, boating, and fishing. She spends time with her fox red Labrador and her future bonus daughter, has a soft spot for fruit of any kind, dirty Dr. Peppers, and Nerds gummy clusters — and has played pool competitively for over 15 years, even reaching nationals in Las Vegas.

Annette Kondash
RCM Auditor, RevClarity
When she's off the clock, Annette can be found boating on the ICW, fishing with her husband Shawn, or keeping up with their five energetic dogs. Her steady expertise makes her a valued member of the RevClarity team.
06 — Questions
Frequently asked.
They are being uploaded live to our SpotMyPhotos gallery throughout the day. Open the gallery from the top of this page, or use the link below, to find yourself and save your favorites.
Open the Live Gallery →Meals on travel days are reimbursed up to a combined maximum of $165 total: breakfast and lunch on Thursday (dinner is provided at the group event) and breakfast, lunch, and dinner on Saturday. The max includes tips. If you travel on different days, the same $165 combined max applies. Submit detailed, itemized receipts and list anyone who joined your meal.
Use the Solutions Group Services expense reimbursement form Gwen McDade sent for the Chicago meeting. Complete it, attach detailed receipts that show tips, and email it to gwen.mcdade@solutionsgroup.com and accounting@solutionsgroup.com by September 18, 2026. Follow the reimbursement guidelines on this site, including the $165 total meal maximum. The full instructions and the download link are in the Expense Reimbursement card in the Getting Home section. Mileage to and from the airport and Uber rides outside of Loida's airport-transfer code are not reimbursed.
Download the Reimbursement Form (.xlsx) →Every deck is in the Sessions section of this site, ready to download as a PDF, and the Vision Deck is also linked on its schedule entry. Session summaries will be added there as well.
Yes. Professional photo and video coverage will occur throughout the summit and may be used in marketing, recruiting, and internal communications.
Smart casual for the rooftop social, a little elevated. Photography continues through the evening, so solid colors and minimal patterns still photograph best.
By 11:00 AM on Saturday. Late checkout is subject to availability; ask the front desk. Use Loida's Uber code for the ride to the airport.
