Tuesday,
Nov 14
Arrivals
Cocktail reception & dinner at the Kingfish Ballroom
Wednesday,
Nov 15
Breakfast
Embracing Change: Performance Over Profit
- Chris Barbin, CEO, Tercera
Guest Q&A - Adapting & Scaling Your GTM Engine
- Casey Foss, CCO, West Monroe & Tercera Advisor
Break
Services IP Productization & Monetization Panel Discussion w/Orium
Lunch Session: Own Your Destiny: Crafting Your Story for Exit
- Jeremy Lynch and Dan Siegman, Trilantic
Takeaways and logistics
Free time and beach activity
Shuttle pick up at the hotel for dinner
Tequila tasting and mocktails at SIP Tequila
Dinner and awards at Sip Tequila
Thursday,
Nov 16
Continental breakfast
Opening Remarks - Chris Barbin
Ready or Not, Here AI Comes
- Peter Buer, Chief Strategy Officer of Knownwell
Panel: AI-Powered Growth
- Peter Buer, CSO of Knownwell
- Ari Terjanian, Cleveland Research Company
AI Case Study - Zennify
Lunch and mental break
Breakout discussions
- Building a winning vertical strategy
- Mastering managed services
Report out from breakouts and wrap
Free time
Shuttle
Drinks and dinner at the Boathouse Stuart
Friday,
Nov 17
Continental breakfast
Opening remarks - Chris
Breakout discussions
- Driving customer loyalty: From CABs to CLV
- Systems that scale (with a side of AI)
5 Considerations for 2024 and Wrap Up