Participants – 2024
FAQ 2024
FAQ
What is the nearest airport?
Jupiter Beach Resort & Spa is about thirty minutes north of Palm Beach International airport (PBI), or an hour from Ft. Lauderdale airport (FLL). The resort is about an hour and a half from Miami International airport (MIA).
Will ground transportation be provided?
If you would like transportation assistance, we are happy to connect you with a car service. Please reach out to Krista.
Will there be pre-reading or work ahead of the retreat?
Other than a few data requests to feed benchmarks we’ll be sharing with the broader group, there is no pre-work. You have enough to do! Just come ready to engage.
Are the TUESDAY/WEDNESDAY afternoon activities required?
No, but they are encouraged. We certainly understand you have a business to lead and customers to serve. That said, these activities are a great opportunity to more deeply connect with your peers – many of whom are dealing with your same challenges and servicing similar customers.
Resort & Activities 2024
Resort & Activities
The Jupiter Beach Resort & Spa is the perfect venue to break away from the day-to-day to connect, learn and think about the future. Billed as “low-key luxury”, the resort sits in beautiful Jupiter Beach surrounded by the ocean – perfect for a group that values surfboards over suits and looking to catch the cloud’s third wave!
Meetup locations for 1:1 meetings
Latitudes Restaurant
Main dining room, located in hotel lobby
Beach Market Cafe
Located in back of hotel
The Sandbar
Located by the pool
Retreat Agenda 2024
Agenda
Monday, Nov 18
6:00pm - 9:00pm
Welcome Reception
Tuesday, Nov 19
8:00am - 9:00am
Breakfast
9:00am - 9:40am
Opening keynote – Decoding growth in a new era of services
- Chris Barbin – CEO, Tercera
9:40am - 10:50am
Panel: The shape of services in 2025
- Maggie Nolan – Partner & IT Services Analyst, William Blair
- Andy Johnston – Managing Director, Houlihan Lokey
10:50am - 11:10am
Break
11:10am - 12:00PM
State of the software ecosystems
- Chris Barbin – CEO, Tercera
- Michelle Swan – Partner, Tercera
12:00PM - 1:30PM
Lunch Groups
Groupings and topics pre-arranged
1:30PM - 3:00PM
Panel – Identifying pockets of growth
Participants – Revenue leaders from Tercera’s portfolio companies
3:00PM - 3:30PM
Wrap up and rest of the day
3:30PM - 5:00PM
Team Trivia
5:30PM
Leave for Beacon (in golf carts)
6:00PM - 9:00PM
Beacon – Dinner & awards ceremony
Wednesday, Nov 20
8:00am - 9:00AM
Breakfast
9:00am - 9:30AM
Services in the age of AI
- Chris Barbin – CEO, Tercera
9:30am - 10:45am
Guest keynote: Human + Machine
- Paul Daugherty – Former CTIO & CEO of Technology, Accenture and Author of Human + Machine
10:45am - 11:00AM
Break
11:00am - 12:00PM
Beyond the POC: Case Studies of AI in Practice
- Hakkoda – Erik Duffield, CEO
- Orium – Jason Cottrell, CEO
- Zennify – Chris Conant, CEO
- TribeAI – Jaclyn Rice Nelson, CEO
12:00PM - 1:00PM
Lunch
1:00pm - 2:30pm
Breakout Discussions
- Strategic M&A
- Succeeding in public sector
- Developing leaders and building talent
2:30pm - 3:00pm
Report out and closing remarks
3:00PM - 4:00PM
Break/get ready
4:00pm
Leave for Pontiki Cruise (in golf carts)
4:30PM - 5:45pm
Pontiki boat/sunset cruise
6:00PM - 8:00PM
Guanabanas – Dinner (casual)
Thursday, Nov 21
8:00am - 9:00AM
Breakfast
9:00am - 9:15AM
Opening remarks
- Chris Barbin – CEO, Tercera
9:15am - 11:15am
Best practices from across the portfolio
11:15am - 11:30AM
Wrap up and departure
Overall attire: Resort Casual
Leadership Retreat 2024
The Tercera Leadership Retreat
Nov 18 - Nov 21, 2024
5 Florida A1A, Jupiter, FL 33477, USA
Connect
Connect with others experiencing similar opportunities & challenges
Learn
Learn from leaders who have seen the other side
Grow
Discover ways to invest in yourself, your team and your future
Questions?
Sessions, connections, content
Michelle Swan
michelle@tercera.io
650-400-2831
Agenda, logistics, activities
Krista Abl
krista@tercera.io
650-307-9364
