The Format

A monthly gathering of up to 12 CEOs at The Umstead Hotel in Cary, NC. No vendors. No sponsors. No one in the room selling anything.

Each session addresses a specific strategic question facing mid-market leaders. You'll hear what peers are actually doing—not theory, not case studies from Fortune 500 companies that don't apply to your situation.

Chatham House rules: use what you learn, don't attribute who said it. This allows for candid conversation about real situations.

What You Get

Beyond the conversation itself, each session includes board-ready briefing materials you can share with your leadership team and board. Private follow-up is available for situations that need more depth.

Who Belongs in the Room

CEOs, Presidents, and Founders of mid-market companies ($10M–$250M revenue). The person making capital allocation decisions on AI.

If you're not that person, the Executive AI Briefings are designed for your leadership team.

What We Cover

Each session focuses on a specific strategic question. Recent and upcoming topics:

February 2026

The Board Question

What your board will ask about AI this year—and how to answer.

Register
March 2026

The Liability Question

Legal exposure most CEOs aren't asking about—until it's too late.

Coming soon

April 2026

The Data Question

The data you don't have—and whether it actually matters.

Coming soon

Know a CEO who should be in the room?

Our referral program offers a credit toward your next session for qualified introductions.

Ready to Join?

Sessions fill quickly. Secure your seat for the next briefing.

View February Session