2026 Agenda

Attention Attendees: This closed-door peer group session run by CTE Peer Groups is designed for growth-minded owners and senior executives of Technology Advisor firms with over 10 employees. Seats are intentionally limited to keep the conversation focused, candid, and high value.

This peer group meeting will help leaders of technology advisory firms that are growing but want to grow faster. Through moderated peer discussions, attendees will learn how to face challenges different from smaller TA firms when it comes to hiring to expand, increasing margins, navigating vendor chaos, and meeting client expectations. That's a lot to deal with for today's TA leadership. As the larger your company becomes, the more difficult it gets to grow at the rate you want.

Don't come to this session looking for more theory, buzzwords, panel speakers, or vendor pitches. Come for practical insight from people who've been there, fixed it, and kept scaling. This is a closed-door, peer-driven working session where technology business owners and executives collaborate to tackle real business problems in real time. No vendors, no TSDs, no distractions. Just focused, solution-oriented discussion with peers who understand your world because they live it every day.

This peer group session will focus on the following issues:

• Marketing and MDF funds

• Hiring and retaining talent

• Accounting and M&A value creation

• Use of AI in your businesses

Participants will walk out with action-ready strategies in the form of practical solutions and next steps designed by and validated by your peers. You'll also receive peer-tested benchmarks that show how your firm stacks up against others. The fresh insights and perspectives from this peer session will challenge assumptions, uncover blind spots, and show you smarter ways to grow. You'll also develop real relationships by connecting with other high-performing technology leaders who share your drive and your challenges.

You can expect direct, owner-to-owner dialogue through discussions about profitability, growth, and leadership. You and your peers will share real-world examples that have turned obstacles into growth opportunities. This session also includes hands-on collaboration that ends with clear, personalized action items you can implement immediately.

This session is for leaders who want clarity, not theory, results, not rhetoric.

Limited capacity. Pre-registration recommended. Must meet qualifications. Walk-ups may not be accepted. Premium pass holders receive priority selection.