Houston Executive Summit

7:45 - 8:45 a.m.

How to Keep More of the Money You Make

Presenter: Kimberly Ellis, Strategic Partnerships, Fisher Retirement Solutions

High earning business owners typically face a common problem—As income grows, so does your tax bill. While we can’t completely eliminate your taxes, we can show you how to leverage your retirement plan to significantly reduce your tax bill. In this session you’ll learn IRS-sanctioned strategies that allow you to keep more of the money you make:

• Create a tax shelter for up to $400,000 of earned income per year


• Diversify the tax treatment of your retirement income


• Pay yourself instead of Uncle Sam

Topic: Financials - Financial Management

7:45 - 8:45 a.m.

How Precision Medicine Can Add 20 Years to Your Healthspan

Presenter: Erin Faules, DO, Wild Health Premium Physician

Explore how technology is reshaping the future of healthcare — adding years to life and life to years. Technology moves healthcare from a one-size-fits-all approach to personalized care—analyzing biological data to predict, prevent, and treat disease before symptoms appear.

• Review the factors that limit your healthspan—shaped by genetics, lifestyle, and environment. Understanding these factors reveals patterns in health data, detecting risks and guiding early interventions.


• Discuss the latest technologies precision medicine uses—genomic sequencing, multi-omics analysis, and biomarker monitoring—allowing clinicians to craft individualized treatment plans that evolve with a patient’s unique biology.

Topic: Personal Development - Wellness

7:45 - 8:45 a.m.

Unlocking Sustainable Growth Through Strategic Workforce Solutions

Presenter: Reuben Brennan, CEO, PeoplePartners

Building a scalable, future-ready workforce doesn’t have to come at a high cost. Workforce re-engineering and global staffing can help businesses grow smarter—reducing costs by up to 85% while improving efficiency and profitability. Learn how the right staffing strategy can fuel long-term success.

Key Takeaways:

• Why? Smarter staffing strategies can deliver higher savings than chasing 20% revenue growth.


• How? Restructuring roles and optimising teams can boost productivity and keep operations running smoothly.


• Impact? Cut labor costs by up to 85% and increase gross margins by 213%.

Topic: Leadership - Hiring and Recruitment Sourcing

7:45 - 8:45 a.m.

Build a Future-Ready Workforce

Presenter: Jill Chapman, Director, Early Talent Programs

In today’s landscape, a company’s path to success depends on the quality, adaptability, and resiliency of its people. Upskilling, enhancing employees’ existing skills, and reskilling, training them for new roles, are important places to start. In this session, participants will learn:

• Why upskilling and reskilling your workforce matters, and the benefits to your organization


• The employee attributes you should prioritize


• How to get started with upskilling and reskilling


• What to watch out for

Topic: Leadership - Performance Management/HR

7:45 - 8:45 a.m.

Breaking Through the Growth Plateau: Boost Accountability & Impact

Presenter: Christine Watts, Chief of Staff, Ninety.io

As businesses grow, they reach a point where old methods no longer serve their goals. If you’re finding that your meetings aren’t as productive, your team struggles with accountability, or key decisions don’t have supportive data, it’s time to address some fundamental issues. Explore how mastering three key areas—Structure, Data, and Meetings—can help you break through this growth plateau.

Takeaways:

• Identifying Structure Inefficiencies: Unpack organizational changes needed to unlock greater efficiency and effectiveness.


• Using Data to Drive Success: Actionable steps to implement the right KPIs, and improve team accountability.


• Optimizing Meetings and Strategic Planning: Ensure teams execute on strategic goals aligned with the broader company vision.

Topic: Business Operations - Productivity & Execution

7:45 - 8:45 a.m.

Accelerate Growth With a Revenue Generation System

Presenter: Kristin Stricker, President & Bob McCarthy, VP Creative & Campaign Strategies | Sales Empowerment Group

Most businesses are missing their revenue goals. Across the board, missed quotas are the norm, sales cycles are longer, and win rates and deal sizes are smaller. We have more technology and channels than ever. Growth should be easier. So what’s missing?

The best businesses have a system for everything – from hiring talent to delivering products and services. To meet today’s unique challenges, you also need a system for revenue generation. This session will explore:

• How the current environment makes scalable growth difficult


• The core components of a revenue generation system


• Key considerations for systematizing marketing, talent, training, and technology

Topic: Customer Engagement - Marketing

12:10 - 1:10 p.m.

Turn on the Financial Headlights: Maximize Your Profitability & Success

Presenter: Bob McDonnell, Business Development Director, Preferred CFO

The future can't be predicted, but with proper tools and strategies, businesses can “Turn on the Headlights,” increasing their opportunity for prosperity while reducing risk of failure. In this session, Preferred CFO presents tools and strategies that help stakeholders elevate their company's fiscal health, confidence, and strategy by:

• Understanding the importance and intricacies of a forward-facing financial strategy—and how to execute it.


• Evaluating a financial teams' capabilities and ability to provide actionable information.


• Tracking the right metrics to better inform the future.


• Harnessing the power of forecasting to more confidently achieve goals through data-backed decision making.

Talent Strategies: Financials - Financial Management

12:10 - 1:10 p.m.

The Million-Dollar AI Gap: Are You on the Wrong Side?

Presenter: Steve Russell, Founder & CEO, Upstart 13

Most companies think they’re leveraging AI because they use ChatGPT. That’s shortsighted. AI isn’t just a tool—it’s reshaping industries, redefining competition, and widening the gap between leaders and laggards.

The hard truth? Scattered AI use—like chat features—isn’t a strategy. Are you on the wrong side of AI transformation?

This session will give you clarity and direction.

In this session, you will:

• Assess your AI maturity and identify gaps.


• Learn why most AI initiatives fail—and how to succeed.


• Walk away with a clear AI roadmap for measurable impact.

Topic: Business Operations - Technology

12:10 - 1:10 p.m.

Walk-Away Money: 6 Steps To Turn Your Business Into Financial Freedom

Presenter: Joe St. Thomas CFP®, CEPA, APMA®, MBA, Regional Vice President, Strategic Partnerships

Less than 25% of businesses have a formal succession plan, and over 75% of business owners regret selling their business within the first year. Nearly 98% of owners don’t know their business’s value. Facing the reality of eventually stepping away can be challenging, but successful business exits don’t happen by accident. They require careful planning, informed decision-making, and strategic timing. Joe St. Thomas' "Walk-away money" session provides a six-step framework designed to help you optimize business value, align personal and business wealth, discover options, and transform your business into sustainable income for the rest of your life.

Topic: Financials - Financial Management

12:10 - 1:10 p.m.

The Dark Side of Private Equity: Missteps that Could Cost You Millions

Presenter: Brian Daley, Director, Founders Advisors

With more PE firms targeting private companies, business owners must be equipped to navigate this complex world successfully. Using case studies, data-driven insights, and over two decades of M&A experience, we’ll discuss the PE investor ecosystem, how they exploit inexperienced business owners, and strategies to help you protect your equity. You’ll learn:

• 7 reasons your business is not qualified for PE investment (and what to do)

• Essential questions to answer before engaging PE

• The truth about “Minority Investors” and “Founder Aligned” PE

• Why 90% of founders lose in PE negotiations

• Enterprise Value Coaching through Industry Driven Valuation Scorecards

Topic: Financials - Mergers & Acquisitions

12:10 - 1:10 p.m.

B2B Marketing Revolution: Your Battle Plan for Guaranteed Outcomes

Presenter: Lori Turner-Wilson, CEO/Founder, RedRover Sales & Marketing Strategy

This intensive workshop unveils the proven, scientific 12 Battles™️ Framework for crafting powerful marketing strategies that deliver a surefire, predictable marketing ROI. Elevate your marketing team to perform at unprecedented levels giving them the conviction to stand behind their projections. Leave behind the trial-and-error approach that wastes precious resources; sculpt a fail-proof marketing machine capable of scaling.

• Uncover powerful customer insights that impact your ability to generate predictable outcomes.


• Dive into attribution modeling to make strategic decisions about your marketing investment.


• Level up your team and agency to stand behind their marketing projections – tying their compensation to marketing ROI projection.

Topic: Customer Engagement - Marketing

12:10 - 1:10 p.m.

Building Your Business Playbook: How To Drive Relentless Execution From Your Team

Presenter: Tom Healy, Trainual

Execution isn’t just important—it’s everything. “Building your Business Playbook: How to drive relentless execution from your team” is designed for CEOs who are ready to turn strategy into action and build a culture of accountability, efficiency, and high performance.

This session will equip you with a proven framework to empower your team to consistently deliver results—without the need for constant oversight. You’ll gain actionable insights to optimize your onboarding, streamline training, sharpen SOPs, refine processes, and so much more.

Topic: Business Operations - Productivity & Execution