Triangle Executive Summit

11:35 a.m. - 12:35 p.m.

All In on Sales Hiring: Bet Smart, Win Big, Build a Dream Team

Presenter: Steve Heroux, Founder | The Sales Collective

Tired of hiring “rockstar” salespeople who flop fast? You’re not alone. The average bad sales hire costs $1.3 million in lost revenue, and traditional hiring methods only work 23% of the time. In this no-fluff session, you’ll learn how to spot bluffers before they get through the door. By combining sales analytics with the psychological tactics of elite poker players, you’ll walk away with a smart, predictive, and nearly bluff-proof hiring process.

• Attract and retain elite sales talent (not professional interviewers).


• Use the Sales DNA Test to decode the invisible traits of great salespeople. 


• Triple your hiring accuracy and make confident, data-driven decisions.

Topic: Customer Engagement - Sales

11:35 a.m. - 12:35 p.m.

Unlocking Business Value: A CEO’s Guide to Exit-Ready Growth

Presenter: Paul J. Brahim, CFP®, CEPA®, Managing Director, Financial Advisor | Wealth Enhancement Group

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. Paul Brahim’s "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

11:35 a.m. - 12:35 p.m.

The CEO's Guide to Strategically Scaling Sales

Presenter: David Mullins, Strategic Sales Coach | SalesStar

Unlock the secret to scalable, measurable, and predictable sales growth in this exclusive session designed for CEOs. Learn how to build a strategic sales system that drives consistent results and empowers your sales force. Attendees will leave with actionable takeaways:

• Proven methodologies to streamline sales processes and drive consistent results.


• Strategies to leverage data for better decision-making and measurable outcomes.


• Insights to achieve sustainable growth and elevate your company's performance.

This session is for CEO's who want a clear path to building a strategic sales system that is scalable, measurable, and predictable.

Topic: Customer Engagement: Sales & Marketing

11:35 a.m. - 12:35 p.m.

The RIGHT Right Hand

Presenter: Ben Wolf, CEO | Wolf's Edge Integrators

Most small business owners struggle to find the right support and end up stuck in both Visionary and Integrator roles. This interactive workshop helps CEOs step out of the “Chief Everything Officer” role by providing clarity on what a #2 leader truly is—and which type their business needs. Through a proprietary assessment, attendees will gain immediate insights and actionable next steps to strengthen their leadership team.

Attendees will:

• Discover the core functions and types of #2 leaders


• Identify which type fits their current business stage


• Take home practical steps to start delegating and scaling

Topic: Leadership: Strategic Planning

1:30 - 2:25 p.m.

The Scalable Business Framework: Scale and Grow with Salesforce and Hubspot

Presenter: Michael Johnson, Director of Growth | Fast Slow Motion

Gain insights from the experience of hundreds of companies across different industries to highlight the fundamental principles of scalable systems. These systems are the methods that businesses use to drive their growth utilizing the Salesforce and Hubspot platforms. Obtain actionable insights into common mistakes that companies make that hinder their growth. Leave with a framework to analyze your business and identify opportunities to gain better control over your future using tools you likely already own.

Topic: Business Operations: Technology

1:30 - 2:25 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 12 Battles™️ Framework for delivering predictable, guaranteed marketing ROI. Elevate your marketing team into a predictable revenue machine that stands behind projections. Replace guesswork with a system that scales while maximizing every dollar invested. In this workshop, you'll learn how to:

• Extract customer insights that drive predictable outcomes


• Leverage attribution modeling for better strategic investment decisions 


• Make research-backed strategic shifts with pre-defined contingency triggers 


• Implement real-time testing for relentless strategy optimization and competitive advantage


• Equip your team with battle-tested tools to outperform competitors


• Develop data-driven conviction that silences stakeholder skepticism


• Abandon trial-and-error marketing forever.

Topic: Customer Engagement - Marketing

1:30 - 2:25 p.m.

The Nine Steps To a Much Longer Life with Robust Health

Presenter: John Asher, CEO | Asher Longevity

A happy, healthy, and highly motivated team will contribute directly to robust business growth. In this session, participants will learn: o An integration of all current information about health, wellness and longevity. o The significant possibility of living to 112 with great health by following current guidelines from longevity experts integrated into a “longevity pyramid” o The average lifespan of US adults is 76 years, and the average health span is only 63 years. This presentation shows how to gain 23 years of lifespan and 37 years of health span. o Taking care of your team today contributes to greater success tomorrow.

Topic: Personal Development - Wellness

1:30 - 2:25 p.m.

Anatomy of a Recession

Presenter: Allen Parker CFP®, CPWA®, CIMA®, CEPA®, Finacial Advisor | EdwardJones

Test your knowledge around the US economy, where we stand, and what to watch for in the coming months. Offering a more tactical view of things, this workshop pairs well with the ITR Economics presentation!

Topic: Personal Development - Asset & Estate Planning