Skip to content
Main Graphic with topics

SUMMIT AGENDA

8:00 a.m.

Check-In / Breakfast / Visit Exhibit Booths

8:30 a.m.

Welcome / Acknowledgement of Sponsors

8:45 a.m.
Keynote

Change the Conversation, Change Your Results

Chris Westfall

9:30 a.m.

Exhibit Hall

10:00 a.m.
Choose Your Session

Breakout Session I

Room 1

The Founder Trap: When Being the Best at The Work Becomes the Business Bottleneck

Alex NollABR Houston

Room sponsor: The Koch Insurance Group
Room 2

Why Profitable Businesses Still Run Out of Cash

The hidden money traps every small business owner must understand

Ashley ReinaBlue Skies Bookkeeping

Room sponsor: 5Point Credit Union
Room 3

AI Without the Fear: A Roadmap for Small Business Leaders

Ted VickeyBeeWell

Room sponsor: Kean Miller, LLP
Room 4

From Customers to Raving Fans: Building a Base That Markets For You

Bryan PelaezPayed Processing

Room sponsor: The University of MD Anderson Cancer Center – The Woodlands
Room 5

How Small Business Mistakes Turn Into IRS Problems

Lee WilsonThe Wilson Firm

10:40 a.m.

Exhibit Hall / Transition Back to Ballroom

11:00 a.m.
Panel

Thriving in Imperfect Conditions: Real World Tools for Business Owners

Moderator

Katie HolditchTransworld Business Advisors of South and West Texas

Panelists

Sonya BrownLEAD X – Innovation By Design

Leo Simpson IILone Star College - Montgomery

Robert LindenThe Fitzpatrick Group

Jean' AustinAustin Business Strategies

11:40 a.m.

Exhibit Hall

12:00 p.m.

Lunch Announcements / Exhibit Hall

12:20 p.m.
Keynote

Redesign Your Brain for Success

Dominika Staniewicz

1:00 p.m.

Transition Back to Breakout Rooms

1:15 p.m.
Choose Your Session

Breakout Session II

Room 1

The Edge You’re Missing: How Growth Mindset Drives Results

Valeria EdmondsMasterful You LLC

Room sponsor: The Koch Insurance Group
Room 2

Before the Machines Decide: Leadership Judgement in the Age of AI

Christopher DonaleskiAI Advisory Group

Room sponsor: 5Point Credit Union
Room 3

Practical AI For Small Business Leaders: Saving Time Without Replacing People

Fernando MladineoThe Back Nine Shenandoah

Room sponsor: Kean Miller, LLP
Room 4

Selling Your Brand

Eric FishautGelber & Associates

Room sponsor: The University of MD Anderson Cancer Center – The Woodlands
Room 5

When Life Happens: Legal Preparedness for Business Leaders

Teresa De FordDe Ford Law Firm

1:55 p.m.

Transition Back to Ballroom

2:00 p.m.

Adjourn to After Glow / Exhibit Hall

3:00 p.m.

Event Ends

Scroll To Top