PIE Professional Services Marketing Leaders & Growth Leaders Exchange – Workshop 2025
September 24-26, Bozeman MT
Bozeman, MT
September 24-26, 2025
PIE is excited to welcome marketing and growth leaders to Montana for an in-person networking and learning event.
Letter from Jacob Parks, host
We are excited to invite you to connect this fall with a group of marketing and growth leaders from across the professional services landscape. From September 24-26, PIE will be hosting a cross-functional business development workshop on Building a World-class Growth Engine. A hand-selected cohort of 15-20 growth and marketing leaders will workshop ideas, share best practices and enjoy all that the beautiful Gallatin and Paradise Valleys of Montana have to offer.
Driving growth, particularly in professional services, is different and hard, requiring a unique set of skills, talent, and tools to manage and accelerate effectively. Creating customer loyalty and driving expansion relies on building and scaling both trust and credibility. Cross-team collaboration is a prerequisite for translating your firm’s assets and services into value for your clients. Walt Shill, co-author of our upcoming book (The Growth Engine), and former Partner at McKinsey & Company, Global Managing Director at Accenture, and Managing Partner, Global Commercial Director at ERM, has a wealth of knowledge and experience in effectively growing professional services firms and overcoming the challenges teams often face in winning new clients and establishing trust quickly. He looks forward to engaging with you all and sharing his learnings.
We will have a Marketing Leaders and Growth Leaders track throughout the workshop; we will customize the topics for discussion based on direct input of attendees as we near September to ensure your priorities are reflected. Would you be interested in joining us?
Below you’ll find a working agenda, potential topics for discussion, logistics for your trip, and additional information should you choose to enjoy Montana for an extended stay.
Kind regards,
Jacob
Quick Navigation
Working Agenda | Potential Discussion Topics | Logistics & Additional Info | Registration
Working Agenda
Wednesday, Sept. 24
- Travel to Bozeman, MT and your accommodations
- 6:00-8:00pm: Welcome reception at the Kimpton Armory Hotel in downtown Bozeman
- 24 W Mendenhall St, Bozeman, MT 59715
- (406) 551-7700
Interested in staying at the Kimpton Armory? Book through PIE’s room block.
Thursday, Sept. 25
Deep Dive, Breakout Sessions, Outdoor Activities, Dinner & Roundtable
Morning
Kimpton Armory Hotel
- 8:15-9:00am: Breakfast
- 9:00am-12:00pm: Building a World-class Growth Engine (group discussion for Marketing Leaders and Growth Leaders)
Afternoon
Kimpton Armory Hotel
- 12:00-12:45pm: Lunch
- 12:45-2:45pm: Breakout sessions for Marketing Leaders and Growth Leaders
- We will select topics for breakouts sessions based on interest from participating executives.
Activities around Bozeman
- 2:45-3:15pm: Break and gather for transportation to activities (transportation provided).
- 3:15-5:30pm: Activities
- Bridger Mountains – Hike the “M,” and then enjoy local brews with Bridger views on the back porch of MAP Brewing.
- Hyalite Canyon – Walk to Palisade Falls and canoe or fish on the Hyalite Reservoir.
- Gallatin River – Take fly fishing lessons and float or wade the shores of the Gallatin River to practice your new skills.
- 3:15-5:30pm: Activities
Evening
Dinner at Plonk
- 5:30-6:30pm: Break
- 6:45pm: Meet in the Kimpton Armory Hotel lobby
- 7:00-8:30pm: Private dinner and roundtable discussion at Plonk Wine Cellar
A taste of Bozeman on Thursday
Fly fishing on the Gallatin River
Shopping in downtown Bozeman
Hike to the “M”
Palisade Falls
Friday, Sept. 26
Day of exploration at Sage Lodge, a luxury resort near Yellowstone National Park
Morning
- 8:15-9:00am: Breakfast at the Kimpton Armory Hotel
- 9:00-9:45am: Travel to Sage Lodge (transportation provided)
- 10:00am-12:00pm: Closing session and peer roundtable conversations
- Growth Leaders: Sales Organization Maturity Analysis
- Actions to move your sales organization toward world-class
- Intersection of marketing and business development to drive growth
- Marketing Leaders: Measurement Strategy for Marketing
- Metrics and motivators – driving growth with seller-doers
- Intersection of marketing and business development to drive growth
- Growth Leaders: Sales Organization Maturity Analysis
Afternoon
- 12:00-1:00pm: Lunch
- 1:00-4:00pm: Afternoon adventures. Choose from:
- Horseback riding in the Absaroka Mountains
- Wood boat river float on the Yellowstone River
- Relax at Sage Lodge – enjoy a soak, sauna, and cocktail
- 4:00-4:45pm: Travel back to Bozeman.
End of the Workshop
Sage Lodge offers a multitude of activities for guests.
Potential Discussion Topics
Before the event, Jacob will interview participants to determine priorities for the agenda. Below are a selection of possible topics:
Group Session – Building a World-class Growth Engine
- Identify your buyers
- Train for growth
- Structure for scale
- Compensate to motivate
- Double down on current clients
- Build out offerings based on voice of customer
- Align sales with marketing
- Manage change
Breakout Sessions – Marketing Leaders & Growth Leaders Tracks
- Effective reporting metrics and ROI
- Budgeting process and allocation
- Harnessing technology (AI utilization and customization, CRM activity tracking and reporting)
- Gaining and implementing client feedback to drive retention
- Building a bench of business developers and seller-doers
- Compensation and incentive structures
- Cross-selling
- Pricing strategies and challenges
- Accountability in pre-revenue activities
- Client referral & feedback strategies
Logistics
Accommodations
PIE is holding a room block at the Kimpton Armory Hotel in downtown Bozeman, which will also serve as basecamp for the workshop.
Book through the room block at the Kimpton Armory Hotel.
Other accommodations within walking distance to the Kimpton in downtown Bozeman are available:
Attendee is responsible for accommodation costs.
Travel & Transportation
The best way to get to Bozeman is to fly into Bozeman Yellowstone International Airport. Many core hubs across the U.S., including New York, Chicago, and San Francisco, offer direct flights to Bozeman.
The drive from the airport to downtown Bozeman is 20 minutes. Rental cars are available at the airport. Shared shuttle services are below:
- Uber or Lyft
- 406 Shuttle
- Peak Shuttle
- Shuttle to Big Sky
Attendees are responsible for their travel costs and transportation to and from the airport to downtown Bozeman.
Workshop Registration Fee
$500 registration fee covers:
- Meeting events
- Breakfasts, lunches and dinners Wednesday evening through Friday afternoon
- Transportation to and from activities
- Group activities in Bozeman and at Sage Lodge
Attendee is responsible for costs related to travel, accommodations, and food outside of planned events.
Additional Guests
You are welcome to bring a guest. Guests are invited to join the welcome reception and group outdoor activities at their own cost.
Attire
“Montana casual” is the dress code for the event. This can include nice jeans, flannel and other button-up shirts, sweaters, and vests. September weather can be in the mid-70s and sunny or in the low-30s and snowing, so we’d recommend bringing a light insulated jacket.
Please bring attire appropriate for the adventures you select. This could include sneakers, hiking boots, or athletic clothing.
Cancellations
If you have a change in plans, please let us know as soon as possible. Registration is refundable within two weeks of the event. If last-minute conflicts arise, please reach out.
Registration
About PIE
Profitable Ideas Exchange, a Bozeman, Montana-based company founded in 2001, is a trusted business development partner for consulting and professional service firms. Our mission is to cultivate meaningful connections between our clients and high-level executives. We foster executive communities, client advisory boards, and thought leadership projects, delivering tangible results. PIE provides comprehensive training services to empower our clients’ business development teams.