Thursday, Oct. 30

7:30 - 8:30AM: Breakfast Buffet

• Mizner II Ballroom Patio

8:30 AM – 12:00 PM: Welcome Remarks, Breakout Sessions, and Executive Roundtable

• Mizner II Ballroom

8:40 – 9:00 AM Welcome Remarks

• Jim Brown, Long Ridge Founder & Managing Partner, and Kevin Bhatt, Managing Partner

9:00 – 9:50 AM: AI Breakout Sessions - Please refer to your Welcome Folder or nametag for breakout assignments

• Breakout Group 1: AI for Customer Acquisition & Engagement

  • Facilitator: Kevin Bhatt, Managing Partner

  • Hudson Boardroom

• Breakout Group 2: Developing AI-Enabled Products

  • Facilitator: Angad Singh, Partner

  • Ossabaw

• Breakout Group 3: Building a Culture of AI Innovation

  • Facilitator: Jason Melton, Partner

  • Summit Boardroom

• Breakout Group 4: AI for Wealth Management and Insurance

  • Facilitator: Andrew Cedar, Partner

  • Oglethorpe

10:00 – 11:00 AM: Scaling Yourself as a CEO

Panelists will share personal journeys of leadership evolution. Topics will include navigating critical inflection points in a CEO's tenure, knowing when and how to delegate or restructure your role, and building the right advisors around you as the company scales.

• Facilitator: Jeff Hunter, CEO & Founder of Talentism

• Panelists: Sean Cronin, CEO of ProcessUnity; Martin Franchi, CEO of NinjaTrader; Eric Voogt, Founder and Executive Chairman of Proof; and Shannon Spotswood, CEO of RFG Advisory

11:00 – 11:10 AM: Announcements and Remarks

• Jim Brown, Long Ridge Founder & Managing Partner, and Kevin Bhatt, Managing Partner

11:10 – 12:00 PM: M&A Breakout Sessions - Please refer to your Welcome Folder or nametag for breakout assignments

• Breakout Group 1: Using M&A as a Growth Lever

  • Facilitator: Angad Singh, Partner

  • Summit Boardroom

• Breakout Group 2: Best Practices to Execute M&A

  • Facilitator: Andrew Cedar, Partner

  • Ossabaw

• Breakout Group 3: Positioning the Company for a Strategic Acquiror

  • Facilitator: Kevin Bhatt, Managing Partner

  • Oglethorpe

• Breakout Group 4: Managing an Acquired Business Unit

  • Facilitator: Jason Melton, Partner

  • Hudson Boardroom

12:00 - 1:30 PM: Lunch

• Mizner II Ballroom Patio

• To-go boxes will be provided, if needed

1:45 PM: Group Activities Begin – Please refer to your Welcome Folder or nametag for group assignments

• Nearshore Fishing - 1:45 PM: Meet at the Black Banks Dock, right outside the Cloister Lobby and facing Black Banks Terrace

• Golf Performance Center - 1:45 PM: Meet outside the Cloister lobby for a shuttle departing to the Golf Performance Center (30 min drive; activity starts 2:15 PM)

• Pickle Ball Instruction and Free Play - 1:45 PM: Meet in the Cloister lobby for a shuttle departing to the Retreat pickleball courts (15 min drive; activity starts 2:00 PM)

3:30 – 5:00 PM: Group Activities End

• Nearshore fishing and Pickleball end at 4:00 PM; Pickleball will arrive back to Cloister at 4:15 PM

• GPC ends at 4:15pm and will arrive back to Cloister at 4:45 PM

6:00 PM – 7:30 PM: Executive Cocktail Reception

7:30 - 9:00 PM: Senior Team Executive Dinner

Enjoy time with Long Ridge’s Senior Investment Team

• Spanish Lounge

9:00 PM – 11:00 PM: Drinks (optional)

• River Bar

Friday, Oct. 31

Anytime: Breakfast (on own)

• Tavola Restaurant suggested

6:45 AM: Shuttle for golfers departs for Seaside Course (optional)

• Please check-out and meet promptly at 6:45am in front of the Cloister with your luggage for a private shuttle bus which will drive you to the course in time to warm-up.

• Tee times begin at 8:00 AM. Please refer to your Welcome Folder or nametag for tee group assignments

Times vary: Departure

• If departing to JAX/SAV/BQK, please meet your car outside the Cloister main entrance

• Refer to the email from the Summit Planning Team for your car pickup time

• Please call the transportation dispatch hotline with any questions: (912) 638-5126

12:00 PM: General check-out (if not golfing)