2027 Agenda

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

Session Info: Leaders of technology advisor firms eventually reach a point where day-to-day execution isn't the hardest part — the real challenge is the strategic decisions that determine what the business becomes. This closed-door, peer-driven working session brings together TA owners and executives for a candid, facilitated conversation with no TSDs, vendors, or suppliers in the room. There are no slides, no pitches, and no panel — just honest dialogue among peers who are confronting the same high-stakes questions you are.

If you're a leader wrestling with how to differentiate, scale beyond yourself, or position your firm for an acquisition, a new service line, or a shifting market, this is the room where those conversations happen honestly — grounded in the real experience of leaders who've faced the same decisions, not theory or a sales agenda.

Session 2 discussion topics include:

• Differentiating your TA firm in an increasingly crowded market
• Building enterprise value that extends beyond current revenue
• Exploring M&A, partnerships, and other paths to strategic growth
• Developing leadership and organizational structure that doesn't depend on one person
• Deciding what service offerings to add, avoid, or expand — and when
• Using emerging technology and AI to create a genuine competitive advantage
• Adapting to a changing TA business model as the channel and customer expectations evolve
• Anticipating where the Technology Advisor industry is headed and how to prepare for it

This session is built for leaders ready to think beyond this quarter, and to do it alongside peers navigating the same strategic questions — not a sales pitch, and not a conversation you can have anywhere else on the show floor.

About the Technology Advisor Peer Group:

The TA Peer Group is a closed-door, peer-driven working session for TA owners and executives — no TSDs, vendors, or suppliers present. It's not a panel or pitch, just candid conversation among peers who understand your business, sharing what's worked, what hasn't, and practical solutions to help you move forward with confidence. In today's AI-centric market, tech leaders need to hear from peers to validate their course, verify information, and receive peer best practices. These closed-door peer group sessions are facilitated by CTE Peer Groups. Seating is limited to ensure an open, candid, and highly valuable conversation.