Three days in Miami with C-suite leaders who are building, scaling, and exiting real companies, and the coaches who have done it themselves. You leave with a plan for 2030 and the moves to start the Monday you get back.
You’ll leave with your answer, pressure-tested.
Built for CEOs and senior leaders of high-growth companies, their key executives, and the operators they trust.
The return on the room
01
The right room changes your year. The seatmate who solved your exact problem, the operator who made the call you are facing now, the introduction that becomes your next partner. You cannot schedule that. You can put yourself where it happens.
02
No hype and no theory. CEOs show what they deployed, what it cost, what it returned, and what they would do differently. You leave with moves your team can start on.
03
The breakouts are working sessions. You apply the frameworks to your own business in the room and leave with the outputs, not a notebook of good intentions.
04
The 45-day execution program keeps the plan moving after Miami, with implementation sessions and coach-led accountability built in.
Featured speakers
Featured speaker
Founder and Chairman, Carson Wealth · Founder and CEO, Omya
Omani built Carson Wealth from a college dorm room into a national wealth platform managing over $60 billion in assets. Across four decades, he learned that scale without alignment is not the finish line. His work now connects leadership, legacy, consciousness, and capital impact.
Session
On stage with Mark Moses, from college dropout to billionaire: the decisions, capital strategy, near-misses, and operating system behind a multi-decade compounding story.
Featured speaker
Winner, Survivor 50 · Strategist & Entrepreneur
Aubry won Survivor 50 and its $2 million prize on her fourth time playing. Outside the game she runs a marketing consultancy advising CEOs, founders, and brands on executive voice, positioning, and storytelling.
Session
Resilience, decision-making, and using the wisdom of experience without letting the past dictate what comes next.
Featured speaker
Co-Founder & CEO, TaskUs
Bryce co-founded TaskUs with $20,000 in seed funding, sold a majority stake to Blackstone at a $550 million valuation, and took the company public on NASDAQ at $3 billion at the close of day one. Today TaskUs employs over 60,000 people and generates over $1.2 billion in revenue.
Session
From $20,000 to a $3 Billion IPO: on stage with Mark Moses, the playbook behind a 500x outcome, the moves that mattered at each stage, the mistakes to skip, and how to compete when AI is both your biggest threat and your biggest opportunity.
Featured speaker
Founding Partner & Executive Chairman, CEO Coaching International
Mark built and sold his own company after ranking #10 on the Inc. 500, founded CEO Coaching International, and is the bestselling author of Make BIG Happen. The firm he built has coached 3,500+ CEOs and senior leaders across 94 countries.
Session
Mark opens and closes the Summit from the mainstage and leads the sessions that turn three days of input into your plan.
More speakers being announced
What attendees say
“I attended the Summit stuck on my growth strategy. One conversation in a peer roundtable gave me the breakthrough insight I needed. Eighteen months later: $100M exit. These events are extraordinary. You’ll meet incredible people, gain mind-blowing insights, and hopefully have the aha moment that changes your life.”
Sarah Dusek
Investor & Co-Founder, Enygma Ventures · Co-Founder & CEO, Few and Far · Co-Founder, Under Canvas
“After 30 years of attending conferences, this was the best content and best-run event I’ve ever seen. The level of actionable insight and the quality of connections made it immediately valuable.”
Marty Metro
Founder & CEO, UCB Environmental
“You will not get this level of education anywhere else. The speakers are real, experienced, and bring actionable insights you can implement immediately.”
Damian Lang
CEO, Watertown Enterprises
Summit highlights
Every session ends with something you take home and use. That is the standard the agenda was built to.
“What does my business need to become by 2030, and what am I doing in the next 12 months to get there?”
Three days, built so you leave with a plan, not a notebook of quotes.
Small facilitated groups the first night, dinners hosted by your coach, and conversations that keep going between every session. Deals have started at these tables. So have partnerships, key hires, and friendships that outlast any agenda. You arrive a stranger to almost everyone and leave with a network that answers the phone.
Peers who know your real story, and the crew that holds you to your number after Miami.
Operators, authors, and champions on the mainstage sharing what they built, what it cost, and what they know now. Business wisdom from people who have done it, delivered with the energy of a room full of CEOs who came to get better.
The push to think bigger, from people who earned the right to say it.
A full day of operators on stage with their own numbers. What they deployed, what it cost, what it returned, and what they would skip if they were starting over. Bring your CFO’s skepticism.
AI moves your team can start on Monday, with proof behind them.
You pick the rooms. Some are expert-led deep dives, some are working discussions, and all are built for take-home value on one topic at a time: pricing power, AI, the exit, the team. Small rooms, real conversation, no spectators.
Tactics and frameworks you can hand your team.
The final morning turns three days of notes into one page: the targets, the moves, and the dates. You present it, the room pressure-tests it, and your coach signs you up to it.
Your 2030 plan on paper, with witnesses.
The partners
Our Diamond Strategic Partners are at the Summit all three days: specialists in capital, talent, technology, exits, and operations, already vetted by the firm and working with our clients. Whatever is slowing your business down, someone in this room has solved it before.
The breakouts
Big stages inspire. Small rooms change companies. Every breakout is capped for real conversation, led by an operator who has done it, and closes with one input for your 2030 plan. Example topics from this year’s program:
Where AI actually pays. The deployments earning their keep right now, with the numbers and the operators who ran them.
Your growth bets, ranked. Lead generation, sales acceleration, and pricing power, weighed against each other so you know which lever gets your next dollar.
See your company through a buyer’s eyes. What they pay premiums for, what they discount, and what to change while there is still time to change it.
The conversation you have been avoiding. Presence, hard conversations, and the beliefs quietly capping the business.
The final breakout lineup is announced ahead of the Summit.
The agenda
Wednesday, April 28
Registration Opens
Networking Cocktail Reception
Thursday, April 29
Group Breakfast
Opening Session
Keynote Speaker
Networking Lunch
Afternoon Breakout Sessions
Cocktail Reception and Dinner
Friday, April 30
Group Breakfast
Opening Session
Morning Breakout Session
Keynote Speaker
Meeting Concludes
Tentative agenda, times subject to change.
After Miami
Three days in Miami turn the 2030 question into your written answer: a one-page plan with targets, moves, and dates, pressure-tested by a table of peers who heard you commit to it. Then the Summit follows you home. Over the next 45 days, structured execution touchpoints turn the plan into motion, so the event ends when the work is underway, not when the room empties.
Day 0
The work you did in the room, in hand before you fly home.
Week 1-2
Early touchpoints to turn intent into first moves.
Week 3-5
Working time on the priorities that matter most to your plan.
Day 45
A look at what moved, what stalled, and what comes next.
Program details are being finalized and will be shared ahead of the Summit.
Agenda in development for the 2027 Summit. Sessions, speakers and timings are subject to change as the program is finalized.
The Summit is by application. Clients are confirmed first, and a limited number of invitations are extended beyond the client community.
April 28-30, 2027 · Fontainebleau Miami Beach, Miami Beach, FL
The room is deliberately small. Every request is reviewed, and a real person will come back to you personally.
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