FAQ

FAQ

What is the nearest airport?

Hutchinson Shores resort is on a barrier island about an hour north of Palm Beach International airport (PBI), or an hour and a half from Ft. Lauderdale airport (FLL). The resort is about two hours from Miami International airport (MIA). 

Will ground transportation be provided?

Most of you preferred to coordinate transportation on your own last year, so we will not be coordinating to/from the airport. We are happy to connect you with a service, if you would like. 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 Weds/Thurs 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.

Participants

Participants

We’ve designed the agenda to provide enough free time to connect with your peers over breakfast, cocktails or a kayak. Learn more about who will be attending and reach out in advance to secure some time together – it’s going to go quick!

Resort & Activities

Resort & Activities

The Hutchinson Shores 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 Jensen Beach surrounded by the ocean – perfect for a group that values surfboards over suits and looking to catch the cloud’s third wave!

Nearby Activities

Borrow a bike

Bikes available at the resort

Make a spa appointment
Water sports rentals

Meetup locations for 1:1 meetings

Drift Mezzanine

Outside the entrance area

Dune Beach Bar

By the main pool

The Drift Restaurant

Main restaurant

Retreat Agenda

Retreat Agenda

Tuesday,
Nov 14

2-5pm

Arrivals

6-9pm

Cocktail reception & dinner at the Kingfish Ballroom

Wednesday,
Nov 15

8-9am

Breakfast

9-9:45am

Embracing Change: Performance Over Profit
- Chris Barbin, CEO, Tercera

9:45-10:45am

Guest Q&A - Adapting & Scaling Your GTM Engine
- Casey Foss, CCO, West Monroe & Tercera Advisor

10:45-11am

Break

11-12pm

Services IP Productization & Monetization Panel Discussion w/Orium

12-1:30pm

Lunch Session: Own Your Destiny: Crafting Your Story for Exit
- Jeremy Lynch and Dan Siegman, Trilantic

1:30-2pm

Takeaways and logistics

2-5pm

Free time and beach activity

5-5:15pm

Shuttle pick up at the hotel for dinner

5:30-7pm

Tequila tasting and mocktails at SIP Tequila

7-9pm

Dinner and awards at Sip Tequila

Thursday,
Nov 16

8-9am

Continental breakfast

9-9:30am

Opening Remarks - Chris Barbin

9:30-10am

Ready or Not, Here AI Comes
- Peter Buer, Chief Strategy Officer of Knownwell

10-11am

Panel: AI-Powered Growth
- Peter Buer, CSO of Knownwell
- Ari Terjanian, Cleveland Research Company

11-11:30am

AI Case Study - Zennify

11:30-1pm

Lunch and mental break

1-2pm

Breakout discussions
- Building a winning vertical strategy
- Mastering managed services

2-2:30pm

Report out from breakouts and wrap

2:30-5pm

Free time

5pm

Shuttle

5:30-8:30pm

Drinks and dinner at the Boathouse Stuart

Friday,
Nov 17

8-8:30am

Continental breakfast

8:30-8:45am

Opening remarks - Chris

8:45-10am

Breakout discussions
- Driving customer loyalty: From CABs to CLV
- Systems that scale (with a side of AI)

10-11am

5 Considerations for 2024 and Wrap Up

Overall attire: Resort Casual

Leadership Retreat

The Tercera Leadership Retreat

Nov 14 - 17, 2023

3793 NE Ocean Blvd, Jensen Beach, FL 34957

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

And maybe some fun along the way...

Questions?

Sessions, connections, content

Michelle Swan
michelle@tercera.io
650-400-2831

Agenda, logistics, activities

Krista Abl
krista@tercera.io
650-307-9364