MINDBODY UNIVERSITY

BOLD MBU Add-on, San Diego, CA September 27-29, 2017

Reserve your spot

MINDBODY University kicks off the BOLD conference, offering one full day of pre-conference education, focused specifically on how to use MINDBODY software to streamline operations and boost your revenue. This special event is an add-on to the BOLD Conference -- a BOLD ticket is required to attend.

Pricing

$299

Ends Sep 26

Location

San Diego’s distinctive coastal culture is obvious the moment you arrive at Hilton San Diego Bayfront. This 30-story hotel, with sun and sea-inspired design, offers a cool vibe and great amenities. Our location, adjacent to the San Diego Convention Center and across the street from Padres’ Petco Park, couldn’t be more convenient. Enjoy stunning views, relaxing leisure facilities, extensive meeting space, and trendy dining venues.

Travel

Airline Info

With nearly 500 daily flights, you can fly in from almost anywhere.
San Diego International Airport

Transportation

We recommend using cost-effective options like rideshare apps and taxis to get around.

Hotel

All you need in one place - The conference, your room, the views. Stay where the action is at the Hilton San Diego Bayfront.
Book Online

Team & Faculty

  • Alexa Zaledonis
  • Portrait of Andy Smith
  • Charles D. Graff
  • Picture of Christy Nosti
  • Picture of Cindi Booth
  • Portrait of Crystal Zakaluzny
  • Eric Antonini
  • Portrait of Josh Biro
  • Katie Santos
  • Picture of Katrina Mailloux
  • Portrait of KK Hart
  • Kristen McAuliffe
  • Laura Munkholm
  • Portrait of Marshall Evans
  • Portrait of Mitch McGinley
  • Picture of Nicole Chetaud
  • Portrait of Pinna Gallant
  • Portrait of Roxanne Borger
  • Portrait of Seran Glanfield
  • Picture of Trish Freeman
  • Katie Philipp

    MINDBODY University Program Manager

    Katie is a North Carolina native who fell in love with the California coastline and decided to make Morro Bay her home five years ago. She has been involved in the world of holistic health as both a yoga instructor and massage therapist for many years and found her way to MINDBODY in 2012, coming on board with the sales team. She has advised hundreds of business owners, in all stages of their business growth, in finding personalized solutions to achieve their business goals. When Katie is not working, she has a passion for studying holistic nutrition, hiking, cooking, and spending time with her son, Liam.

  • Anna Brass

    MINDBODY University Coordinator

    Anna Brass has been with MINDBODY since September 2010. She started as an Administrative Coordinator with her focus on running the Front Desk. Originally from SLO, Anna loves everything about the Central Coast! Prior to her career at MINDBODY, she worked at Manduka doing Customer Service and Trade Shows. When she isn’t at work, you will find Anna outside playing with her dogs, spending weekends at Lake Nacimiento or hosting hikes to the Port San Luis Lighthouse. She is thrilled to be a part of the MBU Team, it is truly a dream come true!

  • Christy Nosti

    Certified Business Consultant

    Christy Nosti is a Certified Business Consultant with a passion for Key Performance Indicators (KPIs). As a MINDBODY veteran, Christy has extensive knowledge of the software, as well as experience working with thousands of small health and wellness businesses. In her management role at MINDBODY, Christy helped develop and refine new client business education webinars and traveled throughout the country teaching MBU curriculum at fitness, yoga, and beauty conferences.

    Christy has a strong knack for metrics, analyzing numbers, and budgeting, but also loves to help businesses create and achieve their visions and goals. In 2015, Christy worked as the Business Manager for a Day Spa in San Luis Obispo, which gave her first hand action in the daily trails and triumphs of running a small business. She is passionate about helping small businesses thrive in their quest to create a healthy, connected community.

    Additionally, Christy has been a certified Bikram Yoga teacher in San Luis Obispo, CA since 2007. She spends her free time practicing yoga, going to group fitness classes, hiking and spending time with her husband and their new Son.

  • Patrick McClintock

    Premium Account Coordinator

    Patrick McClintock is a graduate of California Polytechnic University at San Luis Obispo with a degree in Communication Studies. Patrick has more than 8 years of experience in customer service. He joined MINDBODY in July 2012, working as part of the Jump Start Program and assisted in the creation of over 120 unique client sites, all while training clients in the operation of their MINDBODY sites. Since his move to Premium Account Coordinator in March 2013, Patrick has dedicated his time and attention to helping his clients get the most out of their MINDBODY sites by providing attentive, dedicated support.

  • Jason Tumulak

    Premium Account Coordinator

    Jason moved to California from Hawaii about 5 years ago. Shortly after getting married to his wife, Kristin, he started work at MINDBODY. Beginning in Tech Support and learning the ropes, to being one of the founding coaches on the Welcome Team, it didn’t take him long to move up the ranks to a Premium Account Coordinator and find his niche in his current position. Though he works with a wide variety of industry verticals, he is the resident Salon Guru. His product knowledge and knowledge of the salon industry make him a great asset to the team and to his clients.

  • Denise Lund

    Premium Account Coordinator

    Denise started at MINDBODY in 2011 as part of the Premium Support team. She currently works as a Premium Account Coordinator. She has worked with more than 130 businesses on a one-on-one management basis. This has allowed her to work closely with all aspects of a business’s needs, from setup to reporting to customer management. She graduated from Sonoma State University with a degree in Business Administration and a concentration in accounting.

  • Christian Rojas

    Premium Account Coordinator

    Christian is a MINDBODY Premium Account Coordinator, and works with clients as they transition to our system from their current system. From dissecting business models and procedures to establishing workflows, he inspires our Premium clients to be promoters of MINDBODY by achieving their business needs on our platform. He joined the MINDBODY team in 2009, in our Tech Support team, learning all the nooks and crannies of our software so he could help a wide range of businesses adapt their business model to it.

  • Kristin Andrews

    Premium Services Team Lead

    Kristin splits her time at MINDBODY as a Premium Services Coordinator and as the technical specialist responsible for MINDBODY University's content. Kristin found MINDBODY after graduating from California Polytechnic State University, San Luis Obispo in 2009 with a Bachelor's Degree in Landscape Architecture. She started building her software knowledge base on the MINDBODY Technical Support front lines and continued to master the software as she transitioned to the Premium Support team in May 2010. Her extensive experience working with complex business setups and MINDBODY's Premium Support clients has transformed Kristin into a MINDBODY software expert. Kristin puts her expertise to good use at MINDBODY University, teaching a majority of the technical courses and being available for one on one consultations.

  • Alexa Zaledonis

    Alexa Zaledonis has been using MINDBODY to grow Even Keel Wellness Spa in Annapolis, Maryland, for six years. She was a CPA for 15 years before starting Even Keel as an owner, massage therapist and meditation coach. As a MINDBODY Certified Business Consultant, Alexa currently offers part-time business consulting. A die-hard entrepreneur and obsessed fitness advocate, she believes that with qualified training, a calm mind and a bit of enthusiasm, anyone can start a small business. She hopes to share her years of experience with you, to help you grow in a way that follows your life’s blueprint and allows you to have fun along the way.

  • Andy Smith

    MINDBODY Certified Consultant Andy Smith is a CPA and president of Numberwise Accounting in Westlake Village, California. Since founding the company in 2009, Andy has helped hundreds of entrepreneurs run successful businesses by providing them with better financial intelligence. Andy believes accountants should take a more active role in assisting business owners with maximizing revenue. He specializes in the health and wellness industry, including private fitness and yoga, Pilates, and Barre studios. Although he loves the passion of health and wellness professionals, he often sees them burn out with the administrative burdens and pressures of running a studio. By first creating efficient back-office processes—including bookkeeping, payroll and tax preparation—and then developing actionable KPIs around areas such as revenue, pricing, and client retention, he provides studio owners with a game plan for success.

  • Charles D. Graff

    Charles D. Graff is a MINDBODY Certified Business Consultant dedicated to exceeding the expectations of clients by providing clear value and real results. With a decade working in the health and wellness industry, Charles has created, grown and sold many studios, and currently owns multiple studios in Chicago, Illinois, where he continues to expand his business model. Charles’ business services provide a proven method for clients to evaluate, implement and succeed, with a focus on short-term KPIs to achieve long-term goals. He can help you grow your business by identifying where you are, where you're going and how to get there.

  • Christy Nosti

    Christy Nosti is a Certified Business Consultant with a passion for Key Performance Indicators (KPIs). As a MINDBODY veteran, Christy has extensive knowledge of the software, as well as experience working with thousands of small health and wellness businesses. In her management role at MINDBODY, Christy helped develop and refine new client business education webinars and traveled throughout the country teaching MBU curriculum at fitness, yoga, and beauty conferences.

    Christy has a strong knack for metrics, analyzing numbers, and budgeting, but also loves to help businesses create and achieve their visions and goals. In 2015, Christy worked as the Business Manager for a Day Spa in San Luis Obispo, which gave her first hand action in the daily trails and triumphs of running a small business. She is passionate about helping small businesses thrive in their quest to create a healthy, connected community.

    Additionally, Christy has been a certified Bikram Yoga teacher in San Luis Obispo, CA since 2007. She spends her free time practicing yoga, going to group fitness classes, hiking and spending time with her husband and their new Son.

  • Cindi Booth

    Cindi Booth, a MINDBODY Certified Consultant, has been the Director of Development for All That Matters Yoga + Holistic Health Centers since 2009. Under her guidance, the business acquired two new studios, implemented a thriving membership program and built a talented management team. Cindi was also a successful CPA with her own firm and 20 years helping small business owners. She completed a 200-hour Yoga Teacher Training in 2013, and integrates yoga principles with her business background to best serve her clients. Her experience with MINDBODY software, best business practices and growth management make working with Cindi an empowering process.

  • Crystal Zakaluzny

    Located in Canada, Crystal Zakaluzny is a MINDBODY Certified Business Consultant with years of hands-on experience in the fitness industry. As the owner of a fitness training center for over six years, Crystal specialized in personal training, yoga and pilates. Through her business consultant certification and using MINDBODY software for her own business, Crystal became very familiar with the reports and daily operations needed to optimize MINDBODY for any fitness or wellness business. Crystal
    integrates her mentoring and leadership strategies to foster growth in your team and your business. She’ll work with you to achieve a level of financial organization that creates opportunities for your business to flourish.

  • Eric Antonini

    MINDBODY Certified Business Consultant Eric Antonini has over 16 years of experience bringing honesty and integrity to clients in domestic and international markets. A lifelong yoga and meditation enthusiast, Eric and his wife Denise co-founded and own You and the Mat yoga studios in California. In 2013, Eric and Denise were recognized by Origin Magazine as one of 31 powerhouse couples “working together to shift the planet." Eric finds mindful awareness essential in life, especially when listening to his clients' needs. Clients call his customer service "concierge level," his work ethic "tenacious" and his ability to make things happen “unmatched."

  • Josh Biro

    As a MINDBODY Certified Consultant, Josh Biro has experienced firsthand the business management challenges that wellness studios face, and has developed solutions that can help you overcome them. Since selling his successful yoga studio, Josh now travels full time as part of the Nomad Yoga Family, teaching, consulting online and coaching onsite at studios all over the world. He’ll look at your numbers and work with you to develop daily operation systems and staff management techniques to ensure your business operates holistically. Josh also teaches forward-thinking sales and marketing practices to help you attract and retain clients. Join the studios worldwide working with Josh to increase passion and profits and get at the forefront of this evolving industry.

  • Katie Santos

    Through 35 years of work in the fitness industry, MINDBODY Consultant Katie Santos has gained valuable insights into business management and developed a special love for coaching clients. During her career, she’s obtained numerous Pilates, yoga, cycling and personal training instruction certifications, and brings a wealth of experience to her role as a fitness business consultant. As an Evernote Certified Consultant, Katie specializes in business planning, forecasting, sales, digital marketing, HR and organization. She enjoys sharing her knowledge and expertise and playing an important role in driving your business success.

  • Katrina Mailloux

    MINDBODY Consultant Katrina Mailloux has 30 years of experience instructing group fitness and 10 years as a certified personal trainer, giving her unique insight into the fitness industry. Although she graduated from Vanderbilt Law School and holds a master’s degree in business, Katrina left the corporate world to pursue her passion for fitness. She founded PTK Fitness (a personal training studio) in 2007, and currently owns Brown Dog Yoga (a yoga and barre studio founded in 2013) and Tailwind Indoor Cycling (opened in 2016) in Huntington, West Virginia. Each of her studios has grown significantly every year, and Katrina combines this success with her love of fitness, retail sales, creative writing and legal expertise to help other businesses achieve their goals.

  • KK Hart

    MINDBODY Certified Consultant KK Hart owns and operates four fitness studios and a luxury beauty bar, and is the CEO of a boutique marketing agency specializing in the health and fitness industry. With extensive experience as an international fitness and business expert, KK regularly features on Fox and The Huffington Post, among other media outlets. She has a Master's degree in Health and Business and over a decade of experience helping fitness, wellness and beauty businesses grow. As a consultant, KK coaches on strategies for revenue, retention, pricing, sales and marketing. “Make your business stronger and start focusing on thriving instead of just surviving!”

  • Kristen McAuliffe

    After graduating from the University of Notre Dame and six successful years in medical sales, Kristen McAuliffe followed her passion and began personal training in 1998. She opened It’s Working Out TRX studio in 2011 and It’s Working Out Rowing & Training in 2015, each exceeding industry standard profit margins by double digits. Kristen began business consulting to help others achieve their business goals and teach them the keys to wellness business success. As a MINDBODY Certified Business Consultant, she specializes in revenue, attendance, sales, marketing, payroll, retention and operations, and finding

  • Laura Munkholm

    Laura Munkholm is a MINDBODY Certified Business Consultant with five years working in the wellness/fitness world and more than seven years of success in corporate sales and recruiting. After teaching yoga on the side for years, she left the corporate world to run a large yoga studio, where she managed a team of 35 and substantially grew membership and profitability during her tenure. Integrating her knowledge base with the MINDBODY Consultant Certification Course gave Laura the tools to help studios become and stay profitable. She offers solutions to optimize MINDBODY software, staff management, pricing, sales, and operations.

  • Marshall Evans

    Marshall Evans is a 15-year veteran of the information technology world who became a licensed cosmetologist in 2010 and quickly converted his first employer to MINDBODY. After Marshall met his husband Marc Guilarte, an accomplished Ashtanga practitioner, the couple opened Cat Tilt studio and Parvati's Mirror in 2014. Marshall also runs Zen Media Social, a boutique advertising firm focused on the wellness and personal services industries. A MINDBODY Certified Business Consultant, Marshall’s passion is to solve problems—hair or business. He specializes in lead generation, Facebook, AdWords and digital media strategies.

  • Mitch McGinley

    Mitch McGinley is a MINDBODY Certified Business Consultant and yoga studio owner with a background in operations and finance. After 15 years in hospitality, Mitch became the GM of a boutique hotel and elevated it to become the highest-rated hotel in San Diego on one of the world’s largest booking sites. He eventually left the hotel industry to pursue his dream of owning a yoga studio with his wife Karson. Together they have owned and operated Happy-U Yoga Center for almost 5 years. Mitch has a Master’s Degree in Business, and is passionate about people. His goal is to always provide outstanding customer service, while increasing revenue and decreasing stress.

  • Nicole Chetaud

    As a Certified MINDBODY Business Consultant, Nicole Chetaud regularly speaks at MBU events, Yoga Journal conferences and Wanderlust Festivals. She offers over a decade of experience in customer service, sales and marketing, and spent three years managing MBU business education events. Nicole’s expertise comes from a well-rounded career in event planning, hospitality, yoga studio management and even high-end home design. Nicole brings her passion for enhancing the client experience to each of these pursuits, and has mentored countless businesses at the individual level, providing consultation on sales, marketing, client retention, staffing and KPIs.

  • Pinna Gallant

    MINDBODY Certified Business Consultant Pinna Gallant specializes in reporting, forecasting and sales. After 20 years leading the creation of multiple software applications, she stepped away from corporate life and moved toColorado, where she opened Peak Yoga in a mountain town near Breckenridge. Peak Yoga became profitable within months and was listed as one of the top 10 yoga studios in the state in less than three years.Pinna attributes this success to her experience launching products, analyzing data, researching markets, predicting consumer behavior and managing teams. Pinna has been a certified vinyasa yoga instructor since 2010.

  • Roxanne Borger

    Roxanne (Roxy) has a passion for both wellness and technology and feels blessed to have over ten years experience helping people become healthier, happier versions of themselves - directly and indirectly. It is her current mission to help wellness businesses become more viable and successful through education and sharing what really works, through the various MINDBODY University (MBU) Offerings. She is a regular speaker at MINDBODY Conferences, Tradeshows and with MBU as well as Co-Owner of Smiling Dog Yoga in San Luis Obispo, CA. Roxy has a degree in mathematics and has experience in customer service, management, database programming, and lecturing at the university level. Roxy is a yoga instructor and loves having timely classes. Roxy loves teaching, problem solving, working hard, playing harder, and karaoke. She grew up in Detroit, Michigan and loves using her hand as a map whenever she gets the chance. In her tenure with MINDBODY, she’s consulted with thousands of wellness businesses.

  • Seran Glanfield

    Seran Glanfield is a results-driven MINDBODY Certified Business Consultant who specializes in mentoring and guiding wellness businesses around the globe on branding, marketing, sales, strategic planning and management systems.

    With over 10 years of experience working in finance and marketing, Seran understands firsthand the nuances of building and operating a successful business, and focuses intensely on helping wellness businesses succeed and grow.

    Seran holds a BSc from the London School of Economics, is a certified Pilates instructor and serves on the board of the Pilates Method Alliance. In 2013, she founded Spring Three, which provides business training and consulting, as a practical resource helping fitness and wellness entrepreneurs build more profitable businesses. Seran lives in South Florida with her husband and two young children.

  • Trish Freeman

    Located in Sydney, Australia, Trish Freeman has been in the health and fitness industry for over 30 years, owning and operating health clubs since 1989. Combined with her history as a MINDBODY sales consultant and business partner, this extensive industry knowledge eventually transformed into an independent consultancy. In her current role as a MINDBODY Certified Consultant, Trish helps health clubs grow, specializing in data management, software training, KPI analysis and monthly reporting. She’s worked with big health clubs, allied health businesses, class-based studios and over 70 F45 training franchisees. Her team consists of consultants who specialize in marketing and social media, corporate interactions and membership retention.

Team and faculty is subject to change by event location.

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Courses

MBU courses blend business strategy with in-depth software walkthroughs—designed to give you some great ideas, and a path to execute them in your MINDBODY system.

  • Marketing Best Practices

    Learn how to create inexpensive, but compelling marketing materials and improve your brand. We’ll review best practices and the most effective marketing techniques, from Groupon to guerilla marketing, so you get the most out of your marketing dollars! Through case studies and examples you will gain confidence to invest in marketing with proven results! Introductory offers are one of the most powerful tools to bring new clients to your business. Find out how to create and price them effectively to generate more new clients and keep them coming back.

  • Online Marketing: Making the Most of Your Online Presence

    This course introduces web-based marketing and promotion, and online marketing strategies for customer acquisition. Learn how to optimize search engines and leverage social media to drive website traffic. This course also explores best practices for email marketing, website design and mobile marketing. A thorough understanding of each one of these aspects is necessary to cultivate a successful online marketing campaign.

  • Sales Techniques

    Improving sales is one of the fastest ways to grow your bottom line! Learn best sales strategies, how to create a sales process, and how to use MINDBODY for sales communications and follow-up. Many businesses are not comfortable with “sales.” Being a “sales” person is really just sharing your knowledge and love of what you do. In this talk we’ll help you find the techniques that work best for you.

  • Using MINDBODY for Marketing

    Keep your schedule full and increase your revenue through targeted client marketing. Learn how to use Client Types and Client Indexes to categorize your clients, track information such as ability level, interest, and primary reason for visiting, then how to measure the success of your marketing campaigns with ease by combining various reports with tagging.

  • Getting Your Clients Online

    Learn how simple it is to set up and optimize your MINDBODY system for eCommerce and web scheduling. Whether you are a veteran at accepting online reservations or just considering the idea, this topic will explore all the screens necessary to check before you allow your clients onto your MINDBODY online store. We will also discuss the different options for connecting your website to MINDBODY, and the importance of testing everything in Consumer Mode. This topic can increase your revenue and reduce your administrative hassles, while improving your client satisfaction.

  • Workshops and Enrollments

    You’ll learn about many workshop related features such as setting up payment plans and tagging clients from a roster. We’ll go over enrollment specific options and learn how to set up and schedule courses–did you know you can "bundle" workshops together?

  • Class Reservations (I and II)

    We will start with the basics and will review all the prerequisite setup steps necessary for you to successfully create a class schedule. We’ll focus on everyday uses of the class schedule, plus advanced reservation features including options for controlling online scheduling, reservation related auto-emails, the reservation waitlist, and more.

  • Appointments (I and II)

    We will start with the basics and will review all the prerequisite setup steps necessary for you to successfully setup your appointment schedule. You’ll learn about many appointment options, features and reports, such as appointment requesting and appointment booking.

  • Retail and Inventory Management

    Learn all there is to know about product management and even some of our tips & recommendations. We'll cover basic product management as well as advanced topics, including inventory management, related reporting, online store orders, purchase order management, and using and selling gift certificates.

  • Client Management

    This session will explore the vast depth of features within the Client Profile screens that you can use to manage your client’s information. We will cover all of the Client Profile screens and you will learn about Client Relationships, Client Alerts, Contact Logs, as well as an introduction into Client Types and Client Indexes.

  • AutoPays, Contracts, and Memberships

    Learn how easy it is to increase revenue and client retention through our automatic billing features, AutoPays. Use the Contracts feature to make recurring revenue effortless. Learn how to set up memberships so that clients receive perks and special privileges for being loyal to your business. In your KPI Pricing Lab, you’ll use a worksheet that will help you price your AutoPay perfectly.

  • Client Retention

    Marketing brings people in the door; retention strategies keep them coming back! Retention is a cost-effective way to grow your bottom line. Did you know that it takes 5 times longer (and costs more) to bring in new clients than to retain them? Retention is one of the biggest problems cited by MINDBODY clients. This session will outline simple, proven strategies in customer service and pricing. MINDBODY University is a virtual clearinghouse of retention best practices. Get inspired by these success stories and learn how to immediately implement these ideas and see your retention increase.

  • Staff Management: Strategy, People, Performance and Leadership

    During this session, learn valuable staff management insights to help you operate your business more effectively. We will discuss how to hire and train a great team, performance reporting and incentives for staff, and recommended software permissions to protect your business. Learn about resources available to you so you can train your staff better and maximize your use of the software.

  • Key Performance Indicators: Pricing

    Learn how to strategically price your classes to realize your true revenue potential! We’ll analyze what series are selling, how to improve pricing, and specifically how to price a membership.

  • Key Performance Indicators: Retention

    Improve your retention and grow your business! We’ll look at Key Performance Indicator (KPI) reports that measure retention to see if your clients are coming back, if your Groupon offers are effective, and what your intro offer to AutoPay conversion rate is. Learn how to use reports such as the No-Return Report, so you can reach out to clients who haven’t been back to your business.

  • Key Performance Indicators: Attendance and Revenue

    We’ll look at Key Performance Indicator (KPI) reports that show revenue, attendance, new clients, and average attendance. Learn how to track and run these reports and what they tell you about your business.

  • Creating a Viable Business

    Learn critical elements to improving your profitability and enjoying your business more. In this session you will learn how to create a budget, analyze operating expenses and determine key indices that reflect the health of your business.

  • The Recipe

    Rick founded MINDBODY in his garage in 2001, and has led the company to serve thousands of businesses improving the wellness of the world. He will open up the “chocolate factory” for a special discussion of the secret sauce for creating a successful business.

Courses are subject to change by event location.

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