Digital 2025 Lookbook & Participant List
Agenda
MONDAY, OCTOBER 6
| |
| 4:00 PM – 6:00 PM | Register and Revel – Check in, relax, and enjoy Ross Bridge Resort’s many offerings before the welcome reception |
| 6:00 PM – 8:30 PM | Welcome Reception and Dinner – Cocktails and dinner in the Hoover Ballroom |
| 7:10 PM | The AI Reckoning Playbook for Technology Companies: Survive, Die or Thrive – Lessons from 100 Years of Technological Disruption Victor Cheng – Founder & CEO, SaaSCEO.com |
| 7:45 PM | Interactive Kickoff & Fireside Chats |
| 8:30 PM – 10:00 PM | Birds of a Feather – Network and enjoy time with your peers |
TUESDAY, OCTOBER 7
| |
| 6:30 AM – 9:00 AM | Breakfast – Please enjoy breakfast at Brock’s restaurant |
| 7:00 AM – 8:00 AM | Morning Trail Run – Enjoy the scenic beauty of Ross Bridge with a 3-mile jog along the local trail. Please meet downstairs outside of the Hoover Ballroom at 7 AM. The trail can be taken at your own pace. |
| 7:00 AM – 8:00 AM | Putting Class – Hone your putting skills & network with fellow golfers. This 60-minute putting class will take place at the Ross Bridge Putting Green behind the clubhouse and will feature our very own D1 Golf Champion, Hal Dove. |
| 7:00 AM – 8:00 AM | Morning Yoga – Wake up with a slow-flow yoga session on the terrace. Please meet on the Terrace at 7 AM – Yoga mats will be provided. |
| 7:00 AM – 8:00 AM | Morning CrossFit WOD – Break a sweat with a high intensity CrossFit style workout led by professional US Women’s CrossFit athlete, Ellie Hiller. Please meet downstairs outside of the ballroom at 7 AM. |
| 9:00 AM – 9:15 AM | Opening Remarks – Hoover Ballroom |
| 9:15 AM – 9:45 AM | Employee Retention Leads to Customer Retention – People are the Engine Inside All Legendary Brands Scott Wozniak – Founder & CEO, Swoz Consulting |
| 9:45 AM – 10:15 AM | How to Prepare your Data for AI – What Leaders are doing to Position for an AI Advantage Hannah Kim – Vice President, Bessemer Venture Partners Forge |
| 10:15 AM – 10:30 AM | What Every “A Player” Wants – Best Practices in Transferring Equity to Your Team Zachary Crowe – Partner, Gunderson Dettmer |
| 10:30 AM – 10:45 AM | Break |
| 10:45 AM – 11:15 AM | CEO Blitz Sessions – CEO Stories of Successes, Failures, & Lessons Learned Navigating the Unexpected as a CEO – John Burdett, Fast Slow Motion What the Big Beautiful Bill Means to Your Business – David LeGrand & Hanny Akl, Warren Averett |
| 11:15 AM – 12:00 PM | Scaling Smarter, Faster – Unlocking Growth Through AI-Powered Marketing Shiv Narayanan – Founder & CEO, How To SaaS |
| 12:00 PM – 12:30 PM | The Most Important Step is the Next One – Scaling Through the Messy Middle Gabriel Doty – Co-Founder & CEO, ChiroHD Luke Doty – Co-Founder & President, ChiroHD Moderated by Brad Johnson – Managing Director, Founders Advisors |
| 12:30 PM – 1:30 PM | Networking Buffet Lunch |
| 1:30 PM – 2:00 PM | Heads Up Activity – Test Your Knowledge Against Your Peers |
| 2:00 PM – 2:30 PM | CEO Journey’s – Building Fleetio from the First Mile to the Fast Lane Tony Summerville – Founder & Executive Chairman, Fleetio |
| 2:30 PM – 2:45 PM | Don’t Give Up on Outbound Sales, Yet Joey Gilkey – CEO, TitanX |
| 2:45 PM – 3:00 PM | Wisdom of the Crowd – Real time answers to participant questions from your peers |
| 3:00 PM – 3:30 PM | Navigating Transaction Risks – High Value Lessons Learned from the Trenches Aprio, CAC Group, TaxConnex, and Warren Averett Moderated by Chris Jenkins – Vice President, Founders Advisors |
| 3:30 PM – 3:50 PM | Break |
| 3:50 PM – 4:25 PM | The Muck Rack Story – Never Quit Greg Galant – Co-Founder & CEO, Muck Rack |
| 4:25 PM – 4:50 PM | From Cashing Out to Lasting Wealth – Pressing Questions as you Plan for Liquidity Morgan Stanley and Bespoke Capital Advisors of Raymond James Moderated by Zane Tarence – Head of Strategic Partnerships, Founders Advisors |
| 4:50 PM – 4:55 PM | Announcements |
| 5:00 PM – 6:30 PM | Rest, Recharge, & Connect |
| 6:30 PM | Cocktail Reception – Cocktails on the Terrace |
| 7:00 PM | Bama Bash – Relax with your peers while enjoying rich Southern cuisine, cigars, and the crisp October air. |
| While the outdoor bars on the terrace close at 10 PM, we encourage participants to continue conversations. JT’s Lounge at Ross Bridge is open until midnight. Breakfast will be available in the ballroom at 7:15 AM and formal sessions begin at 8:00 AM. Participants can bring luggage down with them if they would like as we will have a designated space at the back of the ballroom for luggage. |
WEDNESDAY, OCTOBER 8
| |
| 7:15 AM – 8:00 AM | Networking Buffet Breakfast – Hoover Ballroom |
| 8:00 AM – 8:30 AM | Operational AI – Driving Value, Not Just Hype Michael Weinstein – VP of Business Development, Vista Equity |
| 8:30 AM – 9:05 AM | From Cautious to Confident – How the Right PE Partner Transformed Challenges into Shared Success Dave Finley – Owner, LeadsOnline |
| 9:05 AM – 9:40 AM | Non-dilutive Financing for Growth and M&A in a Turbulent Market Capital Expert Discussion led by Josh Roberts - Senior Credit Officer, Western Alliance Bank Panelists: Spencer Brown – SG Credit & Mike Anello – M33 Growth |
| 9:40 AM – 10:00 AM | Beyond Performance – The Hidden Levers that Drive 70% of Your Exit Value Edgar Baum – CEO, Avasta |
| 10:00 AM – 10:20 AM | Break |
| 10:20 AM – 10:50 AM | Blitz Scaling in Today’s Chaotic Environment – How has the Playbook Changed? Ross Croley – Founder & CEO, Greater Sum Ventures |
| 10:50 AM – 11:20 AM | From Founder to Seller – Navigating a Deeply Emotional Decision Brent Abrahm – CEO, Accruit Holdings Zaree Voskerijian – Founder, Facil-IT Moderated by Billy Pritchard – Managing Director, Founders Advisors |
| 11:20 AM – 11:45 AM | The Value Creation Playbook – Intentionally Pursuing Enterprise Value for Optionality Wesley Legg & Zane Tarence – Founders Advisors |
| 11:45 AM – 12:00 PM | Wisdom of the Crowd – Real time questions to participant questions from your peers |
| 12:00 PM – 1:00 PM | Investor Hot Seat– Hear hard-hitting hot takes from investors Moderated by William Short – Vice President, Founders Advisors |
| 1:00 PM – 1:20 PM | Open Mic Takeaways & Action Plans |
| 1:20 PM – 1:30 PM | Closing Remarks |
| 1:45 PM | Shuttle Departure to Birmingham Shuttlesworth International Airport |
| 6:00 PM | Silicon Y’all Afterglow – Reflect on your learnings, conversations, and actionable takeaways around the dinner table with fellow participants that are staying in town. We will meet upstairs in the lobby at 6 PM and walk to dinner together as a group. |
