2024 Agenda

Breakfast — Please enjoy breakfast at your leisure

Morning Trail Run — Enjoy a 3-mile jog along the local trail surrounding Ross Bridge

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

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

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

Creating Raving Fans — The Engine Inside All Legendary Brands
Scott Wozniak – President & CEO, Swoz Consulting

AI Fact or Fiction — What is Top of Mind for Leaders & How is AI Actually Being Applied Today?
Hannah Kim – Vice President, BVP Forge

Best Practices in Transferring Equity to Your Team — What Every “A Player” Wants
Morris, Manning, & Martin

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

Networking Buffet Lunch

Build a Business You Love — How the Scalable Business Framework Creates Options for Your Business
John Burdett – Founder & CEO, Fast Slow Motion
Michael Johnson – Director of Growth, Fast Slow Motion

Creating Enterprise Value Through Marketing — Lessons Learned from Working with Leading PE Firms & Scaling Their Portfolio Companies
Shiv Narayanan – Founder & CEO, How To SaaS

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

Looking Behind the Private Equity Curtain — What Entrepreneurs Don’t Know
Michael Weinstein – VP of Business Development, Vista Equity Partners

Break

From Founder Led to the Rigor of PE — How Things Changed
Dave Finley – Owner, LeadsOnline
Adin Menkin – SVP Corporate Strategy, LeadsOnline

How Bad Data Breaks a Deal
Jim O’Neill – Co-Founder & CTO, FinQore

Will I Run Out of Money? — Know Your Number & Plan Backwards
Morgan Stanley

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

Heads Up Activity

Rest, Recharge, & Connect

Cocktail Reception — Enjoy cocktails on the Terrace

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

Buffet Breakfast & Networking

Financing M&A in a Turbulent Capital Market — Exploring Senior Debt, Mezz
Financing, & ARR Lending
Capital Expert Panel moderated by Josh Roberts – Managing Director, Bridge Bank

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

Navigating Transactional Risks — The Intersection of Insurance & Investment Banking
Stephens Insurance

Winnable Addressable Market — How to Find the 20% of the Market that is Worth 800% of Your Value
Edgar Baum – Founder & CEO, Avasta

The Power of No — Case Study on Reducing Your Pipeline by 50%+ to 2x Your Bookings & Accelerate Your Sales Cycles
Mike Anello – Co-Founder, M33 Growth

Blitz Session — Things Fall Apart — Common Missteps in Preparing For & Executing a Successful Transaction

Break

Valuation Clash — Navigating Buyer & Seller Perspectives
Ross Croley – CEO & Founder, Greater Sum Ventures

Transactional Planning MUSTS that Every Owner Should Know About
Warren Averett

Product Market Management — Customer vs Market Knowledge
Stephen Davis – Managing Partner, Banneker Partners

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

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

Open Mic — Takeaways & Action Plans

Closing Remarks

Shuttles depart to the Birmingham Shuttlesworth International Airport

Silicon Y’all AfterGlow — Enjoy dinner with fellow attendees who are still in town and reflect on your learnings and conversations from the past three days