Day

• Travel to Bozeman, MT and your accomodations.
• For planning purposes, we recommend arriving to Bozeman (BZN) by 4:00 PM to allow time to check in before the 6:00 PM reception.

Evening

• Curated Welcome Reception at the AC Benchmark — a 6th‑floor rooftop bar and lounge. Enjoy cocktails, wine, and craft beer paired with delicious food while taking in sweeping views of the Bridger Range.

Morning Sessions

• Keynote: Social Capital at Work with Seth Rachlin
  • After more than 30 years in professional services, Seth Rachlin and John Burrows challenge the industry's obsession with volume and make the case for a different approach in their new book Social Capital at Work. Through stories and practical insights, Rachlin will share how authentic relationships, collaboration, and a series of kept promises create deeper client connections and why relationships, not transactions, are the most valuable asset a professional services firm can build.
• A PIE Client Panel: Building Sticky Client Communities and Real Trusted Advisors
  • Hear directly from peers who have transformed their approach to client growth. Panelists will share authentic stories on transforming Voice of Customer (VoC) into strategy, expanding premier client communities, and empowering "seller-doers" with a clear maturity rubric.

• Strategy-Based Breakout Sessions
  • From Account Plans to Revenue Growth
    • Explore how firms are moving beyond annual planning exercises to create actionable account strategies that drive expansion, improve account coverage, surface opportunity signals, and accelerate cross-selling success.
  • Turning Client Feedback into Competitive Advantage
    • Learn how peers are building scalable feedback programs and leveraging client insights to strengthen relationships, identify risks and opportunities sooner, and guide strategic decision-making.

Afternoon Session

• Fueling the Engine with AI (Beyond Efficiency)
  • AI promises to transform how organizations grow, operate, and compete, but where is it truly creating value today? Exchange perspectives on growth applications, data readiness, adoption challenges, and the metrics leaders are using to distinguish genuine enterprise impact from hype.

Afternoon Adventure — The Montana Experience

PIE‑coordinated group activities and Montana experiences. Transportation will be provided. Every option is designed to restore, inspire, and remind you why balance is the ultimate performance strategy.

• Fly Fishing 101 Experience
• Gallatin River Float

Group Dinner

Group Dinner at Gallatin River Lodge. We'll be nestled into a countryside fly-fishing lodge with a private casting pond, surrounded by majestic mountain peaks and blue-ribbon waters. The evening's signature touch: a custom hat bar where guests select their own western headwear — a keepsake and a conversation starter that captures the spirit of the summit.

Morning Sessions

• Keynote: Building a World-Class Growth Team with Kelly Mooney
  • Drawing on her extensive leadership background and insights from her new book, UP!, Kelly will explore the structure, culture, and momentum required to drive meaningful results. You will leave armed with practical strategies for elevating team performance and aligning your people to build a powerful growth engine.
• Role-Based Breakout Sessions
  • Elevating Marketing to a Strategic Growth Driver
    • Marketing's role has expanded from brand stewardship to growth leadership. This discussion will examine how firms are measuring impact, expanding influence through thought leadership and networks, leveraging AI, and proving the value marketing creates across the organization.
  • Building the Growth Engine
    • Growth leaders today are balancing three critical priorities: creating capacity for seller-doers, building the operational discipline to scale, and developing the next generation of rainmakers. Join peers to discuss how leading firms are redesigning roles, maturing revenue operations, aligning incentives, and cultivating business development talent in an age increasingly shaped by AI.

Afternoon, Closing Session

• From Insight to Action
  • Over the past two days, we've explored the people, processes, technology, and strategies that power growth. In this closing conversation, we'll reflect on where our organizations sit on the Growth Engine maturity curve, examine the challenges of driving adoption and adapting to a changing client landscape, and identify the one critical priority that will have the greatest impact on future growth.

Afternoon Adventure - Spending Time in PIE's Backyard

PIE‑coordinated group activities and Montana experiences. Transportation will be provided.

• Hike followed by refreshments at local brewery MAP
• Explore Downtown Bozeman
• 9-Hole Golf Experience

Closing Dinner: A Montana Send-Off

• As our time together comes to a close, we'll gather for an unforgettable Montana dining experience at Little Star Diner. More than a dinner, this is an opportunity to reflect on the ideas, connections, and insights sparked throughout the summit, strengthen new relationships, and leave with renewed energy for the work ahead. As you head home, our hope is that you do so with a fuller network, a clearer roadmap, and a stronger growth engine ready for the road ahead.

• Departure / Travel Day — no scheduled events.