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.

 

1:00 PM - 5:00 PM
One on Ones

4:00 PM - 6:00 PM
Register and Revel

6:00 PM - 8:00 PM
Welcome Reception and Dinner

8:00 PM
Fireside Chats
6:30 AM - 9:00 AM
Breakfast

6:30 AM - 12:30 PM
8th Annual Golf Scramble

9:30 AM - 12:00 PM
Sloss Furnace Cast Iron Workshop

9:30 AM - 12:00 PM
Birmingham Civil Rights Institute

9:30 AM - 12:00 PM
Barber Vintage Motorsports Museum

9:00 AM - 12:00 PM
Morning Spa Sessions

1:00 PM - 1:30 PM
Buffet Lunch and Opening Remarks

1:30 PM - 3:45 PM
Interactive Kickoff

3:45 PM - 4:20 PM
Breakout Discussion Sessions

4:20 PM - 5:00 PM
CEO Blitz Sessions

5:00 PM - 5:20 PM
The Investment Grade Business – 17 Characteristics That Make A Company Investment Grade

5:20 PM - 5:45 PM
Returns Driven Transformation – Unlock the Value of Your Organization

7:00 PM
Cocktail Reception

7:30 PM
Bama Bash
8:00 AM
Breakfast

8:30 AM - 9:00 AM
Why Digital Marketing is the Next Big Growth Lever for SaaS Companies, Their CEOs, and PE Investors

9:00 AM - 9:20 AM
Capital Strategies for High-Growth Technology Companies

9:20 AM - 9:40 AM
Financing M&A in a Robust Capital Market – Exploring senior debt, mezz financing, and ARR lending

9:40 AM - 10:00 AM
Breakout Discussion Sessions

10:00 AM - 10:20 AM
How to Create Enterprise Value with Marketing – Lessons from working with leading PE firms and scaling their portfolio companies

10:20 AM - 10:45 AM
Digital Archeology – How Technology is Changing the Science of Ancient Culture

10:45 AM - 11:10 AM
Leveraging Culture as a Corporate Asset – Culture Drives Enterprise Value

11:10 AM - 11:30 AM
Breakout Discussion Sessions

11:30 AM - 12:15 PM
CEO Blitz Sessions

12:15 PM - 1:30 PM
Private Equity and Investor Panel Lunch & Learn

1:30 PM - 1:45 PM
Closing Remarks & Awards

1:45 PM - 4:00 PM
One on Ones

1:30 PM - 3:00 PM
Shuttles available to the Birmingham-Shuttlesworth International Airport

Formal events and activities end at 1:45 PM Wednesday afternoon; however attendees 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.