2022 Annual Member Conference Workbook by Influential U

IN-PERSON + VIRTUAL HYBRID EVENT

Jasmine Platt | FOT 69 | Auckland, New Zealand realestateleaders.co.nz

MAP2 : PSTI VALEDICTORIAN

Karina Christensen achieved the highest score for her cohort and is the highest scoring MAP2 graduate in our history.

Karina Christensen FOT 44 Denver, Colorado

Dr. Khush Cooper FOT 31 Karina Christensen was part of the personal flight Los Angeles team for American business guru Jack Welch and California media proprietor Oprah Winfrey (pictured). She had the opportunity to travel with them for many years worldwide and cultivate what it takes to partner with high-profile clientele successfully.

TOP 5 GRADUATES

Karina Christensen Ron Sprengeler Joni Rocco John James Angela Meharg

97.54% 96.31% 94.67% 93.85% 92.62%

by CEO John Patterson From The Influencer, October 2021

Is there an innovation recipe? The greatest innovations in history share one common ingredient: they convert scarce resources into abundant ones. This secret recipe begins with an inventory of tangible, intangible, and human assets. So what is the formula? Unpacking Innovation At our January 2022 Annual Member Conference, we’ll launch the theme of the Year — Reinvention: the process of innovation. There, we will take a deep dive into reinvention (note, Invent/ReInvent is one of the eight key exchanges in any transaction). One component of reinvention is innovation. What is Innovation? Innovation: An evolved or modified transaction reifying or redistributing value, resources, and activity. What? Innovation is an evolved or modified transaction (which includes exchanges, environments, objects, narratives, etc.) that reifies (makes something abstract more concrete and real) and redistributes (reallocates in a new or different way) value (relative utility and scarcity), resources (tangible, intangible, human), and activity (labor, work, and action). We’ll explain, but first, understanding innovation begins with understanding the process. For example, the capstone of a pyramid sits atop a significant number of stones below it. It is only possible atop what came before. So is innovation. Nothing is new; rather, it arises from evolving or modifying an existing transaction(s). Rare (if not impossible) is an innovation that arises independently of anything before it. What is the process? Plainly said (and what our 2022 Annual Member Conference is all about), you begin with an existing transaction you seek to reinvent. First, identify a transaction (business, situation, condition), that does not satisfy your aims. How do we begin the process of innovation?

4 The first steps of innovation begin with considering what aims are not being satisfied and what resources, if available, would change the game. How do we get those resources? Is the answer a new approach, new technology, or savings garnered somehow else? The greatest innovations in history share one common ingredient: they convert scarce resources into abundant ones. What are some examples of this conversion? An article titled, Innovation: A Taxonomy – The Atlantic magazine surveyed a group of eminent historians to create a ranked list of the 50 Greatest Inventions of the 21st Century. The article's mere classifications allow us to see how these innovations convert scarce resources into abundant ones and accelerate the satisfaction of multiple conditions of life simultaneously. These are: Innovations that expand the human intellect Innovations that are integral to the physical and operating infrastructure Innovations that enabled the Industrial Revolution and its successive waves of expanded material output Innovations extending life Innovations that allowed real-time communication beyond the range of a single human voice Innovations in the physical movement of people and goods Organizational breakthroughs that provide the software for people working and living together in increasingly efficient and modern ways The premise underscored above is that if we are to evolve or modify a transaction to reify or redistribute value, resources, and activity, a reconsidered inventory of resources may begin to show us the limits of our current thinking. Transact for scarce resources Any resource is a transaction away. Perhaps the innovation lies in considering resources beyond what we can touch or say we own. How might we transact for the missing resource? What might we exchange for value? The conference will address reinvention, innovation, and resources. We'll teach this specialized knowledge and work together with one of the most prolific resources we share—our big brain—to reinvent the plans, strategies, and tactics for a most amazing year.

Welcome to the 2022 Annual Member Conference!

INSTITUTE STUDIES 1:00pm

What is philosophy and why are we talking about it? Speaker: Matthew Segall, PhD

1:45pm

Steiner's Worldviews and Transaction Speaker: Daniel Luna and Kirkland Tibbels Download Daniel's Worldviews paper Book: Twelve Ways of Seeing the World

4:00pm

Process Philosophy and Transactionalism Speaker: Mattew Segall, PhD

Matt Segall, PhD Matthew D. Segall, PhD, received his doctoral degree in 2016 from the Philosophy, Cosmology, and Consciousness program at the California Institute of Integral Studies. His dissertation was titled "Cosmotheanthropic Imagination in the Post-Kantian Process Philosophy of Schelling and Whitehead". It grapples with the limits to knowledge of reality imposed by Kant’s transcendental form of philosophy and argues that Schelling and Whitehead’s processoriented approach (described in his dissertation as a “descendental” form of philosophy) shows the way across the Kantian threshold to renewed experiential contact with reality. He teaches courses on German Idealism and process philosophy for the Philosophy, Cosmology, and Consciousness program at CIIS.

Daniel Luna Daniel is the recipient of the 2021 Trevor J. Phillips Memorial Fellowship, awarded by the Institute of Transactional Philosophy. Daniel holds a BA in Philosophy and a BA in International Business from the University of California, San Diego and is currently a graduate student at California State University, Long Beach, where he is working on his Masters of Arts in Philosophy.

FOUNDER STUDIES 1:00pm

Worldview and Transactional Competence Speaker: Kirkland Tibbels & John Patterson

2:30pm

Simple Objectives of Transactions

Speaker: Kirkland Tibbels & John Patterson

4:00pm

Influential U & A A Shared Future Speaker: John Patterson

Influential U is the commercial application of an entire body of work that is solidly grounded in the philosophy of transactionalism. The relationship between Influential U and the Institute is an important one. While many philosophies shape how societies think, the intersection of philosophy and commerce is rare, if not altogether frowned upon by academia. As such, the Institute is working to explore the philosophy unfettered by a concern for commerce, while Influential U devotes itself to teaching the world how to transact, together, with competence. The research done through the Institute will continue to contribute to us all.

Photo by Johnny Ortez-Tibbels

WORKSHOPS

Our new Influence Accelerator Workshops mark the beginning of a new mission to bring transactionalism to the world, one city at a time.

They are an extraordinary opportunity to top up your skills, like experiencing a full day at an Influential U conference for a fraction of the cost. It is not a lecture, presentation, or how-to session. It is immersive and interactive.

So if you, or someone you know, have mastered mad skills and still feel stalled or are simply in search of an X factor to achieve more faster, our workshop is for you.

Active members and their guests are invited to top up your training for 50% off all live workshops.

Adelaide Atlanta Auckland Chicago Christchurch Dallas

Denver London Los Angeles Melbourne Perth Philadelphia

Seattle Singapore Sydney Toronto Washington DC Wellington

WORKSHOPS

Influence Accelerator Immersive. Interactive. Intensive.

40 WORKSHOPS IN 2022

Asia Pacific | Europe | North America See Schedule

THE LEGENDS INITIATIVE Held in our highest regard, Legends are those who have completed a fouryear Influential U study and are working together to support a wide range of aims.

Daphne Thompson FOT 33 Bridport, Tasmania

Karina Christensen Ron Sprengeler FOT 44 Denver, Colorado

Brandon Hollembeak FOT 4 Chicago, Illinois

LEGENDS

Watch for published articles, presentations, and talks from our legendary graduates.

FOR LEGENDARY GRADUATES January Cohort Andrew Crellin Angela Meharg Bo Hendgen Brandon Hollembeak Daphne Thompson Drew Knowles Gary Ward John Baigent John James John Patterson Josh Damigo Karina Christensen Kim Corbett Lauren Robertson Lisa Baptista Marne Power Matthew Jackson Miranda McCroskey Pam Millist Andrew Crellin Ron Sprengler FOT 54 Ross Clennett Fremantle, Western Australia Sue Rhomberg

Kim Corbett FOT 20 Denver, Colorado

Reinvention: the Process of Innovation The 50 Greatest Breakthroughs Since the Wheel Why did it take so long to invent the wheelbarrow?

Have we hit peak innovation? This list reveals something fundamental about the nature of innovation. The Atlantic Magazine assembled a panel of 12 scientists, entrepreneurs, engineers, historians of technology, and others to assess the innovations that have done the most to shape the nature of modern life. The greatest historical innovations share one common ingredient: they convert scarce resources into abundant ones. As you study this list, ask yourself "what scarce resource was made abundant?"

CONFERENCE DAY 1 ALL TIMES ARE IN US PACIFIC TIME LINK TO TIME ZONE DECODER

1:00-2:00pm

Welcome! 2022 The Year of Reinvention

2:00-2:30pm

Break

2:30-4:00pm

Know Thy Aims: Decade Plan

4:00-5:00pm

Long Break

5:00-6:30pm

Concentrate Resources and Focus Possibilities

6:30-7:00pm

Break

7:00-8:00pm

Taking Inventory

Reinvention

The simple objective of the Condition of Transaction Invent/Reinvent is to concentrate resources and focus possibilities. The Mechanics and Practice Program Kirkland Tibbels, MA

Reinvention

The process of innovation. The greatest historical innovations share one common ingredient: they convert scarce resources into abundant ones. Studying innovation:

Innovation: An evolved or modified transaction reifying or redistributing value, resources, and activity. Innovation is an evolved or modified transaction (which includes exchanges, environments, systems, inventions, objects, narratives, etc.) ... that reifies (makes something abstract more concrete and real) ... and redistributes (reallocates in a new or different way) ... value (relative utility and scarcity), ... resources (tangible, intangible, human), ... and activity (labor, work, and action).

Any resource is a transaction away.

Think Lofty Aims Often, we don't consider some aims because they seem beyond our reach. Therefore, we can't think beyond our current situation and everyday resources. If we are to reinvent a transaction, we start with an inventory of resources and an aim in mind. To consider innovation, what is the one lofty aim/s (seemingly beyond reach) you seek to satisfy?

Reinvention

The process of innovation. If you think, “I can’t because (fill in the missing resource).” Perhaps the innovation lies in considering resources beyond what we can touch or say we own. Maybe these resources, if considered, might open our eyes to true innovations. Innovations that meet our own aims and the aims of a great number of others who are one transaction away. What resource or resources, if available, would change the game for you? Note: List resources you don't own, but could transact for.

Any resource is a transaction away.

10 Select three Conditions of Life and the specific aim you seek to satisfy by the end of 2032. Condition of Life

YEARS

FROM NOW

Your Aims Your 2032 Age: Specific Aim

Note: If you mean it, you measure it. Articulate the results, metrics, or situations that would indicate satisfaction - it will do.

FROM NOW

Measure 2032

With those aims in mind, what are the primary indicators which measure your satisfaction by the end of 2032? Metric

YEARS

Description

Note: If you mean it, you measure it. Articulate the results, metrics, or situations that would indicate satisfaction - it will do.

Concentrate Resources Generally, this inquiry begins with the three primary types of resources: tangible, intangible, and human. How are these defined? How are these resources different? Tangible

Intangible

Human

Focus Possibilities Of all the possible ways you might utilize your limited resources in service of your plan, what is the best use (a possibility) of these resources?

Any resource is a transaction away.

Connect with Resources List any resources you need help acquiring. Your Client Manager can help to connect you with the people, companies, or resources you need.

Your Introduction You are a resource Name: Personality: Title: Company: Location: I am a resource for:

I seek the following resource(s):

Any resource is a transaction away.

CONFERENCE DAY 2 ALL TIMES ARE IN US PACIFIC TIME LINK TO TIME ZONE DECODER

1:00-2:00pm

Tangible, Intangible, and Human Resources

2:00-2:30pm

Break

2:30-4:00pm

Intangible: Identity, Brand, and Behavior

4:00-5:00pm

Long Break

5:00-6:30pm

Identity Continued: Ethics - What are you for?

6:30-7:00pm

Break

7:00-8:00pm

Group Work: Planning © Influence Ecology, LLC

Concentrate Resources Generally, this inquiry begins with the three primary types of resources: tangible, intangible, and human. List the resources you or your company owns or has access to: Tangible

Intangible

Human

Intangible Resources Identity, Brand, and Behavior

Of all the possible ways you might utilize your limited resources in service of your plan, how might your INTANGIBLE resources be expanded or elevated in service of your aims? Identity

Brand

Behavior

Any resource is a transaction away.

Identity and Ethics What are you for?

Being known for your ethics can add value to your identity. Some companies are known for ethics that help strengthen their brand. What are you (or your company) for?

Identity and Ethics What are you against?

Being known for your ethics can add value to your identity. Some companies are known for ethics that help strengthen their brand. What are you (or your company) against?

Any resource is a transaction away.

Planning

The activity to produce a plan Activities Inquiry (assessment) Inventory (evaluation and resources) Invention (Insights/Innovation) What insights/innovations arise from this activity?

A Possibility

Moving into Strategy Of all the possibilities that arise from this planning, what is "a possibility" for achieving this plan?

What general course of action begins to emerge?

Any resource is a transaction away.

CONFERENCE DAY 3 ALL TIMES ARE IN US PACIFIC TIME LINK TO TIME ZONE DECODER

1:00-2:00pm

Group Work: Strategy and Tactics

2:00-2:30pm

Break

2:30-4:00pm

Reinvention Syllabus

4:00-5:00pm

Long Break

5:00-6:30pm

Reinvention Q&A

6:30-7:00pm

Break

7:00-8:00pm

Graduation and Closing Remarks

FROM NOW

Measure 2027

With your plan in mind, what are the primary indicators which measure plan satisfaction by the end of 2027? Metric

YEARS

Description

Note: If you mean it, you measure it. Articulate the results, metrics, or situations that would indicate satisfaction - it will do.

FROM NOW

Measure 2022

With your plan in mind, what are the primary indicators which measure your satisfaction by the end of 2022? Metric

YEAR

Description

Note: If you mean it, you measure it. Articulate the results, metrics, or situations that would indicate satisfaction - it will do.

With your plan and resources in mind, what are the primary strategies to deploy during 2022? Strategies

Strategies 2022 Description

With those strategies in mind, what are the primary tactics to implement during 2022?

Tactic

Tactics 2022 By Whom, When?

Implementation

The Reinvention Syllabus This syllabus is designed to support the implementation of your tactics. This includes topics that will be addressed in our webinars, lectures, articles, and podcasts. What consequential environment is required to keep your implementation on track?

Questions

What is unclear? As you work on your plan, strategies, and tactics, please list any questions that arise.

Any resource is a transaction away.

AMC2022 TO MYC2022 Jan

Lofty Aims

Feb

Reinvention 101

Mar

Concentrate Resources

Apr

Focus Possibilities

May

Resources

Jun

Innovation

Jul

Mid-Year Conference Ventura & Auckland

MYC2022 TO AMC2023 Jul

Validate and Modify

Aug

Modified Strategies

Sep

Transacting for Scarce Resources

Oct

Transacting for Specialized Knowledge

Nov

Transacting for Valued Help

Dec

Year in Review

Jan

2023 Annual Conference Hollywood, California

*Content is Subject to Change

JAN 2022 GRADUATES Mechanics and Practice program

MAP2 : PSTI program

Anthony McMahon Anthony Nicoli Bernadette O'Shea Brian Ruawai Chris Davis Christine Bowdish Danielle Verhegan Doug Robertson Elana Daley James Scaur Jasmine Platt, BCom DipTchg Jeff Belzer Jennifer Marino Laurel McLay Leslie Williams Michael Teehee Michael Van Michiel Reijmer Naomi Tuao Nem Jovic Paul Bowyer Romagne Boucher, PhD, PCC Sajni Gudka, PhD Sandra Carrico Tracy Chesney Zi Kit Toh

Alison Bruesehoff Dr. Bo Hendgen Fred Overmars Josh Damigo, MA Karina Christensen Lisa Baptista Moira Clay, PhD Pam Millist Ron Sprengeler Sean Gillespie Suzanne Pool Tom Galt Trisha Tyler

PROGRAM FACULTY Secondary Level

Apprentice Level

The Institute of Transactional Philosophy is an independent 501(c)3 nonprofit organization devoted to the continual development and education of applied transactional philosophy. Our aim is to promote the philosophy of transactionalism through an applied inquiry that equips people to think and act together in facing the most pressing and significant issues confronting humanity today. Our vision is to support the development, awareness, and application of the philosophy of transactionalism through a broad body of educational works and programs to inspire a worldview of cooperation, participation, and help. The Institute of Transactional Philosophy offers resources that enhance the efforts of those who see a world where mutual concerns can be addressed through cooperation, participation, and the giving and receiving of help. When people and groups engage with one another, in ethical and respectful discourse, in an effort toward a satisfying human existence, the Institute fulfills its aim and mission. We see a unique opportunity in the 21st Century to advance a broad global discourse through an applied inquiry that includes academia, government affairs, social and environmental institutions, the business professional community, as well as those in the general public, who seek to live good and satisfactory lives and inspire our global family toward a thriving and healthy planet.

Board of Directors Sue Rhomberg | Board Chair Trisha Tyler | Vice Chair Ana Athanasiu | Treasurer Sarah Shepherd | Secretary & Programs Co-Chair Lauren Cato Robertson | Programs Co-Chair Khush Cooper Patricia DeBough | External Affairs Co-Chair Chris Mercier | External Affairs Co-Chair Jenn Oliver Bernadette O'Shea Suzanne Pool | Internal Affairs Chair Daphne Thompson Kirkland Tibbels | Resident Philosopher Janet Vreeland Dr. Gary Ward Committee Members Andrew Crellin Dallas Hinsley John Severson

Thanks to the support of our generous donors, the Trevor J. Phillips Memorial Fellowship was created. The fund grants college students a $5,000 stipend to pursue Transactional Philosophy in their academic studies. A rigorous application and interview process are required. Won't you join us this year in making a donation to advance the mission of The Institute and support our aim of funding two Fellows in 2022? Your gift is fully deductible as recognized by law.

Donate Here

OUR COVERS

We could have picked so many members for our Annual Member Conference program covers that we added more.

Our hat is off to these and others who continue to demonstrate their ambition and fitness.

Look for more ambitious professionals in a whole new series of podcasts in 2022.

IN-PERSON + VIRTUAL HYBRID EVENT

Chris Davis | FOT 68 | Chicago, Illinois

IN-PERSON + VIRTUAL HYBRID EVENT

Hari Simaguen | FOT 71 | Booragoon, Western Australia

IN-PERSON + VIRTUAL HYBRID EVENT

Jean Lloyd | FOT 56 | Baltimore, Maryland

IN-PERSON + VIRTUAL HYBRID EVENT

Michiel Reijmer | FOT 69 | Toronto, Canada

IN-PERSON + VIRTUAL HYBRID EVENT

Crystal Evans | FOT 64 | Thousand Oaks, California

IN-PERSON + VIRTUAL HYBRID EVENT

Mathew Heggem | FOT 76| Custer, Washington