2026 Agenda

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

4:00 PM - 6:00 PM

Register & 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

Winning in the AI 2.0 Era — Why your biggest obstacle isn’t AI. It’s You.
Victor Cheng – Founder & CEO, SaaSCEO.com

7:45 PM

Interactive Kickoffs

8:30 PM - 10:00 PM

Birds of a Feather – Network and enjoy time with your peers

6:30 AM - 9:00 AM

Breakfast — Please enjoy breakfast at your leisure

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

7:00 AM - 8:00 AM

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

7:00 AM - 8:00 AM

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

7:00 AM - 8:00 AM

Morning CrossFit WOD — Break a sweat with a high-intensity CrossFit-style workout

9:00 AM - 9:15 AM

Opening Remarks

9:15 AM - 9:45 AM

Boardroom Reality Check — What Your PE Sponsor Really Expects Going into 2027

9:45 AM - 10:15 AM

The Growth Gauntlet — Knowing When Your Leadership Team Has to Change
Meg Crosby – Principal, PeopleCap Advisors

10:15 AM - 10:30 AM

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

10:30 AM - 10:45 AM

Break

10:45 AM - 11:15 AM

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

11:15 AM - 12:00 PM

The AI Growth Engine — How to Adapt to AI Search and Drive Visibility
Shiv Narayanan – Founder & CEO, How To SaaS

12:00 PM - 12:30 PM

The Leadership Multiplier — Unlocking the Hidden Performance of Your Talent
Jordan Jones – Fifth Letter

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

Beyond the AI Hype — Where Companies Are Actually Making – and Saving – Money
Jason Parrish – General Partner, Altus Nova Technologies

2:30 PM - 3:00 PM

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

3:00 PM - 3:30 PM

Navigating Transaction Risks — High Value Lessons Learned from the Trenches

3:30 PM - 3:50 PM

Break

3:50 PM - 4:25 PM

The New Economics of AI — Pricing for Growth, Margin, and Enterprise Value
Brian Russell – VP of Pricing Strategy, Mainsail Partners

4:25 PM - 4:50 PM

Before the Wire Hits — The Wealth Decision Every Founder Should Make Before Liquidity

4:50 PM - 5:00 PM

Closing 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

7:30 AM

Networking Breakfast

8:00 AM - 8:30 AM

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

8:30 AM - 9:05 AM

Tactical Insights from Over 100 AI-Software Development Lifecycle Transformations
William Blackburn and Peter Inge – DevClarity

9:05 AM - 9:40 AM

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

9:40 AM - 10:00 AM

Founder Burnout is Real — How Top CEOS Stay Sharp

10:00 AM - 10:20 AM

Break

10:20 AM - 10:50 AM

Scaling Special — Preserving Excellence in a Rapid Growth Environment
Sara Storck and Worth Lumry – Red Wagon Ventures

10:50 AM - 11:20 AM

Trust is the New Currency — How the Right Relationships Create Unique Advantages
John Hall – Chief Advisor, Relevance

11:20 AM - 11:45 AM

The AI Readiness Checklist — The AI Questions Every PE Firm Will Ask

11:45 AM - 12:00 PM

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

12:00 PM - 1:00 PM

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

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 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

John Hall

Relevance

Sara Storck

Red Wagon Ventures

Brian Russell

Mainsail Partners

Jason Parrish

Altus Nova Technologies

Jordan Jones

Fifth Letter

Shiv Narayanan

How to SaaS

David Gray

Arcoro

Ross Croley

Greater Sum Ventures

Meg Crosby

PeopleCap Advisors

Victor Cheng

SaaSCEO