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