Agenda

8:00 – 9:00 AM MST

Exhibit Hall

Breakfast & Networking

Doors open. Curated seating to spark new executive connections.

9:00 – 9:15 AM MST

Welcome | Ballroom

Lincoln Howell

CEO, Ampleo

Welcome to the Summit

9:15 – 10:00 AM MST

Opening Keynote | Ballroom

Ryan Avery

Entrepreneur and Keynote Speaker

Go From A to THE®: Leading with Humanity in the Age of AI

AI is changing how we work faster than most organizations have ever experienced. But as it automates more tasks, we need leaders who bring intentionality, emotional intelligence, and real human connection to the workplace.

In this interactive keynote, organizational psychologist Ryan Avery challenges leaders to stop asking how AI can replace work and start asking how it can elevate what makes us human. Using his Go From A to THE® framework, he shows that thriving organizations won't be the ones with the most technology, but the ones that combine it with intentional leadership, meaningful relationships, and a culture people want to be part of.

When everyone has the same technology, your greatest competitive advantage isn't artificial intelligence. It's authentic leadership.

10:00 – 10:20 AM MST

Growth Note 1 | Ballroom

Speaker TBA

To build or buy? How companies build scale through M&A and how AI is changing Private Equity

10:20 – 10:40 AM MST

Growth Note 2 | Ballroom

Shawnna DelHierro

Chief Information & Technology Officer

The advantages and disadvantages of being early adopters in AI and how it won't transform your business.

10:40 – 10:55 AM MST

Networking Break – connect with sponsors & partners in the lobby.

10:55 – 11:20 AM MST

Breakout Rooms

Breakout Sessions – Block 1

Three concurrent 25-minute tracks – choose your room.

HR

Abby Martin

President, Ampleo HR

Building Culture and Teams in the AI Era

Valuation

Ryan Hutchins

President, Ampleo Valuation

Building a Business Worth More

A more valuable business is typically easier to grow, finance, manage, and eventually transition. Learn the Five C's that Drive Business Value – a practical framework for strengthening cash flow, reducing risk, and building a business that creates more opportunities, whether you plan to sell or not.

Finance

Jon Allen

President, Ampleo

Rethinking FP&A in an AI World: Are robots coming for your spreadsheets?

Moderated discussion with four CFOs.

11:20 – 11:35 AM MST

Switch Rooms

11:35 AM – 12:00 PM MST

Breakout Rooms

Breakout Sessions – Block 2

Three concurrent 25-minute tracks – choose your room.

Turnaround & Restructuring

Matt Christensen

President, Ampleo Turnaround

Matt McKinlay

Founding Partner, Amplēo Turnaround & Restructuring

Maintaining Stability and Agility by Avoiding a Cash Crunch

Marketing

David Mink

President, Ampleo Marketing Division

Turn your messaging into five short, repeatable lines that move someone from confused to convinced. Introducing the StoryBrand “PEACE soundbite” system.

Sales Tax

Jason Parr

President, The Sales Tax People

Paul Johnson

EVP, The Sales Tax People

No More Nightmares: The Human-Led Approach to AI-Powered Compliance

Does compliance keep you up at night? This session will cover the 3 questions every company needs to answer to achieve peace-of-mind. We'll also explain why some of the worst sales tax messes come from companies that think they have it figured out. It's time for you to rest easy by combining automation with human expertise and support.

12:00 – 1:00 PM MST

Exhibit Hall / Ballroom