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Event Recap · May 2025 – May 2026

Zenith Cost Containment Summit.

The inaugural Zenith Risk Strategies summit — produced end-to-end by HazelPiper Creative at the Gaylord Texan. Format design, speaker and sponsor coordination, vendor and financial operations, and full pre / on-site / post campaign architecture.

Keynote on stage at the 2025 Zenith Cost Containment Summit

Agenda

Two days. Working brokers on stage. No vendor keynotes.

The full session agenda — keynotes, Broker Hot Seat panels, sponsor activations, and evening receptions — is available as a downloadable PDF.

Download Summit Agenda (PDF) ↓

Production Stack

The operating system behind the summit.

Real planning artifacts from the production — trackers, timelines, RFPs, vendor directories, run-of-show, and the full email program. Download any of them below.

Planning

Dallas Summit Master Doc

DOCXDownload ↓

Planning

Master Planning Timeline

DOCXDownload ↓

Planning

Dallas Planning Checklist

XLSXDownload ↓

Planning

Master Task Tracker

XLSXDownload ↓

Planning

RFP Tracker

XLSXDownload ↓

Planning

Dallas Vendor Directory

PDFDownload ↓

Planning

Venue & Vendor Contacts

DOCXDownload ↓

Speakers

Speaker Tracker (2026)

XLSXDownload ↓

Speakers

Official Speaker Tracker

XLSXDownload ↓

Speakers

Speaker Outreach Guide

DOCXDownload ↓

Speakers

Speaker Brief

PDFDownload ↓

Speakers

Speaker Intro Call — Agenda

DOCXDownload ↓

Speakers

Speaker Intro Call — Notes

DOCXDownload ↓

Speakers

Speaker Meeting 2 — Prep

DOCXDownload ↓

Speakers

Speaker Meeting 3/20

PDFDownload ↓

Speakers

Speaker Run of Show

DOCXDownload ↓

Speakers

Speaker Run of Show — Final

DOCXDownload ↓

Speakers

Speaker Follow-Up Packet

DOCXDownload ↓

Speakers

Speaker Recap Packet

DOCXDownload ↓

On-Site

Internal Run of Show

DOCXDownload ↓

On-Site

Day-Of Run of Show (Gwen)

DOCXDownload ↓

On-Site

Principal Day-Of Brief

DOCXDownload ↓

On-Site

Dallas Day-Of Brief

DOCXDownload ↓

On-Site

Directional Signage (8×10)

PDFDownload ↓

Audience

BUCA v. Bluebonnets — Internal Deck

PPTXDownload ↓

Audience

Email Sequences — Full

DOCXDownload ↓

Audience

Marketing One-Pager Template

DOCXDownload ↓

Audience

BUCA v. Bluebonnets Event Overview

DOCXDownload ↓

Audience

Dallas Summit Flyer

PDFDownload ↓

Post-Event

Post-Event Email Pack

DOCXDownload ↓

Post-Event

Post-Event Recap Template

DOCXDownload ↓

Finance

Financial Tracker

XLSXDownload ↓

Finance

Master Financial Tracker

XLSXDownload ↓

Campaign Creative

The pre-event marketing system.

A coordinated countdown — agenda reveal, weekly social posts, a teaser film, and a refined visual system that escalated as the date approached.

Event Invite
Event Invite · BUCA vs. Bluebonnets · Dallas
Full Agenda Card
Full Agenda Card · Speaker lineup · day schedule
12-Day Countdown
12-Day Countdown · Instagram · Apr 11
Agenda Reveal
Agenda Reveal · BUCA vs. Bluebonnets
Final Countdown — 9 Days
Final Countdown — 9 Days · Refined countdown system
6 Days Left
6 Days Left · Scaling-before-stable hook
Who Belongs in This Room
Who Belongs in This Room · Audience targeting
5 Days Left
5 Days Left · Room is nearly full
Final Seats Available
Final Seats Available · Don't be the one who missed it
Session 06 — Direct Care
Session 06 — Direct Care · David Balat · session reveal
4 Days Left
4 Days Left · Discipline, not a product
Discipline Before Scale
Discipline Before Scale · Philosophy card
The Statler
The Statler · Venue card
3 Days Left
3 Days Left · One room. No vendor booths.
The Room Is Set
The Room Is Set · Final lineup
1-Day Countdown
1-Day Countdown · See you tomorrow
See You in Dallas
See You in Dallas · Day-before send

Speaker Spotlights

A consistent spotlight system for every speaker.

Templated bio cards rolled out across the speaker roster — same grid, same hierarchy, distinct sponsor lockup per company.

Brett Morris — CEO & Founder · Samaritan Fund Program
Brett Morris · CEO & Founder · Samaritan Fund Program
Courtney DeWitt — Director of Sales · Kerix Health
Courtney DeWitt · Director of Sales · Kerix Health

Photography

Stage, reception, and production detail.

Keynote speaker on stage at the 2025 Zenith Cost Containment Summit
Keynote — Main Stage
Zenith leadership team at the Summit reception
Leadership Reception
Zenith leadership group portrait at the riverwalk reception
Riverwalk Reception
Zenith leadership and partners at the Summit reception
Partners & Hosts
Zenith Summit hosts at the evening reception
Hosts — Evening
Zenith Summit leadership reception portrait
Founders & Team
Attendees networking at the Summit evening reception
Attendee Networking
Reception detail — branded notebook, cocktail, shrimp hors d'oeuvre
Production Detail

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