2025 Agenda

Breakfast — Please enjoy breakfast at your leisure

Morning Trail Run — Enjoy the scenic beauty of Ross Bridge with a 3-mile jog along the local trail

Putting Class — Hone your putting skills with personalized feedback from a Pro

Morning Yoga — Wake up with a slow-flow yoga session on the Terrace

Morning CrossFit WOD — Break a sweat with a high-intensity CrossFit-style workout led by professional US Women’s CrossFit athlete, Ellie Hiller

Opening Remarks

Employee Retention Leads to Customer Retention — People are the Engine Inside All Legendary Brands

How to Prepare Your Data for AI — What Leaders are Doing to Position for an AI Advantage

What Every “A Player” Wants — Best Practices in Transferring Equity to Your Team

Break

CEO Blitz Sessions — CEO Stories of Successes, Failures, & Lessons Learned

Scaling Smarter, Faster — Unlocking Growth Through AI-Powered Marketing

The Most Important Step is the Next One — Scaling Through the Messy Middle

Networking Buffet Lunch

Heads Up — Test Your Knowledge Against Your Peers

CEO’s Journey — Building Fleetio from the First Mile to the Fast Line

Don’t Give Up on Outbound Sales, Yet

Wisdom of the Crowd — Real-time answers to participant questions

Navigating Transaction Risks — High Value Lessons Learned from the Trenches

Break

The Muck Rack Story — Never Quit

From Cashing Out to Lasting Wealth — Pressing Questions as you Plan for Liquidity

Closing Announcements

Rest, Recharge, & Connect

Cocktail Reception — Cocktails on the Terrace

Bama Bash — Relax with your peers while enjoying rich Southern cuisine, cigars, and the crisp October air

Networking Breakfast

Operational AI — Driving Value, Not Just Hype

From Cautious to Confident — How the Right PE Partner Transformed Challenges into Shared Success

Non-dilutive Financing for Growth and M&A in a Turbulent Market

Beyond Performance — The Hidden Levers that Drive 70% of Your Exit Value

Break

Blitz Scaling in Today’s Chaotic Environment — How has the Playbook Changed?

From Founder to Seller — Navigating a Deeply Emotional Decision

The Value Creation Playbook — Intentionally Pursuing Enterprise Value for Optimization

Wisdom of the Crowd — Real-time answers to participant questions

Investor Hot Seat — Hear hard-hitting hot takes from investors who have seen it all

Open Mic Takeaways & Action Plans

Closing Remarks

Shuttle Departure to Birmingham Shuttlesworth International Airport

Silicon Y’all AfterGlow — Reflect on your learnings, conversations, and actionable takeaways around the dinner table with fellow participants who are staying in town Wednesday night