2027 Agenda

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

Session Info:

Every technology advisor leader eventually hits a point where they need more than data or a deck — they need people who've actually been in their seat. 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 practical, honest dialogue among peers who are solving the same problems you are. Whether you're seeking validation of a decision you've already made or standing at a genuine crossroads, this session gives you a confidential space to pressure-test your thinking, compare notes, and walk away with ideas you can actually use.

Session 1 discussion topics include:

• Generating profitable growth by identifying the right customers, opportunities, and markets
• Building a more consistent and scalable sales and marketing pipeline
• Improving margins and the underlying economics of your business
• Finding, developing, and retaining the talent your firm depends on
• Identifying where AI and automation are creating real value for TA firms today
• Strengthening customer loyalty, retention, and lifetime value
• Extracting more value from TSD and supplier relationships
• Eliminating operational friction that consumes time without creating value

This is a working session built for owners and executives who want direct answers from people who understand the business — not theory, not a sales pitch.

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.