2026 Agenda

Attention Attendees: This closed-door peer group session run by CTE Peer Groups is designed for owners and senior executives of small or new technology advisors/agencies of 1-10 employees seeking to collaborate to grow. 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 facing challenges. Hiring, margins, vendor chaos, and client expectations are a lot to balance when running a small advisory firm. You don't need more theory or buzzwords. You need practical insight from people who've been there, fixed it, and kept scaling. Your company may be small, but this peer session is a reminder that you're not alone.

This isn't a panel session or a vendor pitch. It's 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.

In this session, we'll focus on scaling your business for long-term success. Topics we'll cover include:

• Sales and marketing

• Using TSD resources

• Finding the best areas to focus on

• Financing your growth

• Using AI in your business

You'll 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 about profitability, growth, and leadership. You and your peers will share real-world examples that will turn 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, and results, not rhetoric.

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