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