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Participants – 2024
FAQ 2024
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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
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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
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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
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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
