2026 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

Opening Remarks

CEO Reality Check — What PE Sponsors Expect Next in 2027

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

How Your Attorneys are Leveraging AI — And Why It Matters to You
Zach Crowe – Partner, Gunderson Dettmer

Break

CEO Blitz Sessions — CEO Stories of Successes, Failures, & Lessons Learned
The Silent Killer – Your Biggest Threat Looks Like Stability
When the Plan No Longer Matters – Navigating What You Never Expected

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

The Leadership Multiplier — Unlocking the Hidden Performance of Your Talent
Jordan Jones – Policy Chief at the Florida House of Representatives; Consultant, Fifth Letter

Networking Buffet Lunch

Heads Up Activity — Test Your Knowledge Against Your Peers

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

Wisdom of the Crowd — Real time answers to participant questions from your peers
Helpful or Headaches – Avoiding the Traps of Early Board Setup

When Deals Get Messy — High-Value Lessons Learned from the Transaction Trenches
Aprio, CAC Specialty, and Warren Averett 

Break

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

Before the Wire Hits — The Critical Wealth Decisions Every Founder Should Make Before Liquidity
Morgan Stanley and Bespoke Capital of Raymond James

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 Buffet

Wisdom of the Crowd — Real time answers to participant questions from your peers
Taking Action – How & Why I made a Quick Pivot
Beyond the Founder – Reducing Risk and Building Business Value in an AI World

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

Non-dilutive Financing for Growth and M&A in a Turbulent Market
Expert Discussion featuring Recurring Capital, Runway Growth Capital, and Western Alliance Bank

A Founder’s Story — Navigating a Deeply Emotional Decision

Break

Scaling Special — Staying True to What Matters as You Grow
Sara Storck and Worth Lumry – Red Wagon Ventures; Chick-fil-A

Trust is the New Currency — How the Right Relationships Create Unique Advantages
John Hall – Chief Advisor, Relevance; EY Entrepreneur of the Year Award Recipient

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

Blitz Sessions — Stories of Successes, Failures, & Lessons Learned
Nate Purdum – Director, Koch Disruptive Technologies

 Investor Hot Seat Lunch & Learn — 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