agenda
Welcome to Two Days of
Growth and Connection
Register Now
Great Hill Partners is pleased to be hosting the 2nd Annual CEO Summit for our portfolio company’s most senior executives. We recognize the challenges of scaling growth stage companies, especially in an uncertain economic environment. With that in mind, we will be focusing on how to successfully navigate each stage of the growth journey from investment to exit. In addition, you will have the opportunity for networking and some recreation.
Sunday, June 8th, 2025
2pm - Spa (Optional)
For those arriving Sunday,, you can sign up for spa appointments from 2:00pm to 6:00 pm.
Monday June 9 - Arrival Day
7:00-9:00 am Breakfast
8:00 am
Golf (Optional)
For those interested please sign up under activities
8:00 am
Spa (Optional)
For those not golfing, you can sign up for spa appointments from 8:00 am to 3:00 pm.
4:00 pm
Welcome Reception
Gather to meet your peers and enjoy some refreshments
4:30 pm
Program Start & Welcome
5:30 pm
Cocktails, Hors d’Oeuvres & Dinner
Dr. David Kelly, the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management, will provide valuable insight and perspective on the current economy and markets.
BOSTON HARBOR HOTEL, MERITAGE BALLROOM
BOSTON HARBOR HOTEL, NORTH ATLANTIC FOYER
BOSTON HARBOR HOTEL, NORTH ATLANTIC BALLROOM
BOSTON HARBOR HOTEL, FOSTER'S PAVILION
Tuesday June 10
7:00-9:00 am Breakfast
7:00 am
Yoga (Optional)
Join us for a private yoga session before the day’s sessions begin (Summit attendees only)
Boston Harbor Hotel, Foster's Pavilion
9:00 am
Session 1: Starting with the
End in Mind
What will the business look like when you sell the company? When might you sell it? Is it 1, 3, or 5 years from now? What exactly are you selling to the next buyer? Based on dozens of portfolio company journeys, this session will describe the power of “setting the intent” and living the long-range plan versus “wandering in the wilderness” from one approved budget and quarterly forecast to the next. Whether reaching for the elusive 10x-er, hitting a triple, pulling off the transformative pivot, or salvaging excellence among macro headwinds, there will be a liquidity event. In this session, we will discuss concrete CEO techniques designed to navigate the journey and maximize results.
10:15 am
Break
10:45 AM
Accelerating Growth: Building a Scalable, Predictable Sales Machine
Mark Roberge, a leading expert in sales and growth, will discuss the importance of building a scalable revenue organization by focusing on repeatable processes, data-driven decisions, and hiring the right people. His highlights will include the need for aligning sales strategies with customer success, ensuring that revenue growth is sustainable over time. By leveraging technology, training, and analytics, Roberge will share how organizations can scale efficiently while maintaining high performance and customer satisfaction.
12:00 pm
Lunch
1:00 pm
Leveraging Technology: GenAI: Delivering Business Impact
The buzz around Generative AI can be deafening. Every headline screams about its transformative potential, but for most CEOs, the crucial question isn't if GenAI is powerful, but how it can deliver tangible, bottom-line results before the big exit. Join us for this no-nonsense discussion around where GenAI is having business impact today. This isn't another theoretical overview; it's a strategic briefing for leaders who need to separate the signal from the noise and make smart, profitable bets on the future of AI. We’ll dive straight into what's working, what's failing, and some pitfalls to avoid.
2:30 pm
Break
2:45 pm
Identifying Top Talent: Interview Workshop
One key marker of a great CEO is the ability to identify, assess, and close great talent. In fact, PE industry data tells us CEOs typically replace at least 1/3 of their direct reports on the way to their successful “Exit Team”. So, interviewing and closing skills matter. In this working session, our team of experts from Talgo provide a proven, scalable hiring approach relevant to the PE environment and which will build interviewing skills and improve hiring outcomes.
4:15 pm
Break
5:30 pm
Meet in the lobby for transport to
dinner by boat
6:00 pm
Dinner at
Woods Hill Pier 4, Boston Seaport
Boston Harbor Hotel, MERITAGE BALLROOM
Boston Harbor Hotel, North Atlantic Ballroom
Boston Harbor Hotel, North Atlantic Foyer
Boston Harbor Hotel, Meritage Ballroom
Boston Harbor Hotel, North Atlantic Ballroom
Boston Harbor Hotel, North Atlantic Ballroom
Boston Harbor Hotel, North Atlantic Foyer
Boston Harbor Hotel, North Atlantic Foyer
Boston Harbor Hotel, North Atlantic Ballroom
Boston Harbor Hotel, MERITAGE BALLROOM
Wednesday June 11
7:00-9:00 am
Breakfast
7:00 am
Yoga (Optional)
Join us for a private yoga session before the day’s sessions begin (Summit attendees only)
Boston Harbor Hotel, Foster’s Pavilion
9:00 am
Opening Remarks Day 2
9:15 am
Campfire Exercise
The Campfire Sessions provide the opportunity for the portfolio company CEOs to have small group discussions without Great Hill Partners, where topics are proposed and led by you (our attendees). These small group conversations will be centered around topics you want to discuss concerning life, leadership, managing growth, working with GHP or anything else you are passionate about. It will give our attendees a great opportunity to get to know each other and share wisdom.
Attendees: CEOs Only
10:00 am
Break
10:15 am
Preparing for a Successful Exit
Hear from GHP CEOs discussing their journeys from onboarding to operating/scaling and successful exit. We will discuss how to build a process, the steps required to prepare for exit and how to manage the company during the process. They will share lessons learned and what they wish they had known/done differently and what made them ultimately successful.
12:00 pm
Program Close
12:30 pm
Lunch
1:00 pm
Leisure Activities
Feel free to sign up for a Spa appointment (between 1 pm and 5 pm) or a private Duck Tour of Boston (2:00 pm) when you register.
11:15 am
Fireside Chat with
Amy Porter, Former CEO, AffiniPay
Boston Harbor Hotel, Meritage Ballroom
Boston Harbor Hotel, North Atlantic Ballroom
Boston Harbor Hotel, Breakout Rooms
Boston Harbor Hotel, North Atlantic Foyer
Boston Harbor Hotel, North Atlantic Ballroom
Boston Harbor Hotel, North Atlantic Ballroom
Boston Harbor Hotel, North Atlantic Ballroom
Boston Harbor Hotel, Meritage Ballroom
Meet Our Speakers
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Register
rsvp today
Register now to connect with industry leaders, exchange ideas, and grow alongside your peers in an inspiring and collaborative environment. Don’t miss out on this opportunity to learn, network, and elevate your leadership!
