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.

We are still curating the content for 2024 and will update this page regularly as sessions are finalized.




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 – 8:45 PM

Welcome Reception and Dinner — Cocktails and dinner in the Hoover Ballroom

7:15 PM

Life as a CEO When the Music has Stopped
Victor Cheng – President,

7:45 PM

Fireside Chats — A highlight every year; hear personal stories from entrepreneurs about successes and challenges in growing, recapping, and selling their companies

8:45 PM

Birds of a Feather

6:30 AM – 9:30 AM

Breakfast — Please enjoy breakfast at the clubhouse grill

7:30 AM – 8:30 AM

Morning Trail Run — Enjoy a 4-mile jog along the local trail surrounding Ross Bridge

7:30 AM – 9:30 AM

Golf Skills Challenge — Test your skills at the Robert Trent Jones at Ross Bridge putting green

8:00 AM – 9:00 AM

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

8:00 AM – 9:00 AM

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

10:00 AM – 10:15 AM

Opening Remarks and Interactive Kickoff — Hoover Ballroom

10:15 AM – 10:35 AM

Start-up to Billion Plus — How to Achieve Start-up Success Outside Silicon Valley
Shegun Otulana – Founder, TheraNest; CEO, Harmony Venture Labs

10:35 AM – 11:00 AM

The Human Side of a Tech Business — How Taking Care of Your Team and Your Customers Takes Care of Everything Else
Kurt Donnell – President & CEO, FreeStar

11:00 AM – 11:25 AM

Innovate or Evaporate — Embracing AI to Secure and Enhance Your Market Position
Maren Hopkins – Principal, BVP Forge

11:25 AM – 12:05 PM

CEO Blitz Sessions — Hard Hitting Lessons Learned from Your Peers

12:05 PM – 1:20 PM

Networking Buffet Lunch

1:30 PM – 2:00 PM

The Day After — A Founder’s Fears After Investment and Exit
Donny Wyatt – Founder, CoConstruct

2:00 PM – 2:30 PM

Financing M&A in a Turbulent Capital Market
Exploring Senior Debt, Mezz Financing, and ARR Lending
Capital Expert Panel

2:30 PM – 3:00 PM

How Strategic Buyers Think — A Behind the Scenes Look at Growth by Acquisition

3:00 PM – 3:30 PM

Breakout Discussion Sessions

3:30 PM – 4:15 PM

Wisdom of the Crowd — Real time answers to participant questions from your peers

4:15 PM – 4:35 PM

The Mindless No
Gail & Bruce Montgomery – President and CEO, ExperienceYes

4:35 PM – 4:50 PM

Heads Up Activity

4:50 PM – 5:15 PM

A Case Study in Pricing Strategy
Amara Suebsaeng – Director, TA Associates

5:15 PM – 5:30 PM

Interactive Session

5:30 PM – 7:00 PM

Rest, Recharge, & Connect

7:00 PM

Cocktail Reception — Cocktails on the Terrace

7:30 PM

Bama Bash — Relax with your peers while enjoying rich Southern cuisine on the Terrace

8:00 AM

Buffet Breakfast

8:30 AM – 9:10 AM

Creating Enterprise Value Through Marketing — Lessons Learned From Working with Leading PE Firms and Scaling Their Portfolio Companies
Panel moderated by Shiv Narayanan – CEO, How to SaaS

9:10 AM – 9:35 AM

Lessons Learned in Growing Five Different Start-ups to Billion Plus Companies
Ross Croley – Founder, Greater Sum Ventures

9:35 AM – 10:10 AM

Breakout Discussion Sessions

10:10 AM – 11:05 AM

CEO Stories of Success & Failure — Lessons Learned

11:05 AM – 11:45 AM

Wisdom of the Crowd — Hard-Hitting Lessons Learned from Your Peers

11:45 AM – 12:00 PM

Compensation Drives Behavior — Incentivize Your Team to Get Your Desired Outcome
Michael Weinstein – VP of Business Development, Vista Equity Partners

12:00 PM – 12:20 PM

CEO Blitz Sessions

12:20 PM – 1:20 PM

Investor Panel Lunch & Learn — Financial Investors Share Diligence Secrets, What They Are Looking for in Acquisitions, and Growth Strategies for Their Portfolio Companies

1:20 PM – 1:45 PM

Closing Remarks and Awards

2:00 PM

Shuttle available to the Birmingham Shuttlesworth International Airport

Formal events and activities end at 2:00 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.

Mentors & Speakers

Tony Summerville


Shay Howe

Active Campaign

Rob Spangler

SaaS Capital

Navid Oreizy

BVP Forge

Kurt Donnell


Kevin Cowherd


Gail Montgomery

Experience Yes

Devin Johnson


Shiv Narayanan

How to SaaS

Mark Solovy

Monroe Capital

Ross Croley

Greater Sum Ventures

Shegun Otulana

Harmony Venture Brands

Maren Hopkins

Bessemer Venture Partners

Matt Brugner

Stewardship Partners

Matt Cameron

SaaSy Sales Leadership

Victor Cheng


Donny Wyatt


Bruce Montgomery

Experience Yes

Aleem Mawani