Each year’s agenda is committed to providing insight into current trends, operational best practices, and keys to driving enterprise value – all delivered by top experts in the space. The content is curated and tailored to reflect the interests of our attendees, yielding valuable data, actionable takeaways, and lasting relationships.
The 2026 Agenda is being refined and updated regularly due to the rapidly changing landscape.
October5
October6
October7
Register & Revel — Check in, relax, and enjoy Ross Bridge Resort’s many offerings before the welcome reception
Welcome Reception and Dinner — Cocktails and dinner in the Hoover Ballroom
The Great SaaS Reset: What Actually Matters and What Doesn’t
Victor Cheng – Founder & CEO, SaaSCEO.com
Interactive Kickoffs
Birds of a Feather – Network and enjoy time with your peers
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
From Growth at All Costs to Profitable Growth — A Look into Operator Playbooks
Boardroom Reality Check — What Your PE Sponsor Really Expects Going into 2027
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 — Unlocking Growth Through AI-Powered Marketing
The Emotional Journey of a Process — A Founder’s Transition Story
Networking Buffet Lunch
Heads Up — Test Your Knowledge Against Your Peers
Operational AI — Where Companies are Actually Driving ROI Today
Wisdom of the Crowd — Real-time answers to participant questions
Navigating Transaction Risks — High Value Lessons Learned from the Trenches
Break
AI Monetization — Pricing Models that Actually Work
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
Running a Process in a Choppy Market — Lessons from Recent Deals
Tactical Insights from Over 100 AI-Software Development Lifecycle Transformations
Non-dilutive Financing for Growth and M&A in a Turbulent Market
Founder Burnout is Real — How Top CEOS Stay Sharp
Break
Building a Leadership Team That Can Survive/Thrive the Next 5 Years
The AI Readiness Checklist — The AI Questions Every PE Firm Will Ask
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
Formal events and activities end at 1:45 PM on Wednesday afternoon; however, participants are encouraged to stay longer and continue to build relationships, exchange ideas, and enjoy the natural and cultural beauty of the Ross Bridge Golf Resort & Spa.
Mentors & Speakers
Tony Summerville
Fleetio
Greg Galant
Muck Rack
Dave Finley
LeadsOnline
Joey Gilkey
TitanX
Scott Wozniak
Swoz Consulting
John Burdett
Fast Slow Motion
Michael Weinstein
Vista Equity Partners
Hannah Kim
Bessemer Venture Partners
Josh Roberts
Bridge Bank
Edgar Baum
Avasta
Shiv Narayanan
How to SaaS
Ross Croley
Greater Sum Ventures
Shegun Otulana
Harmony Venture Brands
