PAST EVENTS

PEI Operating Partners Forum: New York

October 16-17, 2019  |  New York |  Conference

PEI’s Operating Partners Forum is the single largest event in the world specifically dedicated to anyone concerned about the world of private equity portfolio operational assessment and value addition. The Forum continues to draw established value creators on stage as well as in the audience, giving delegates a chance to discuss effective, practical strategies that they can implement right away.

Dallas C-Suite Summit

October 10, 2019  |  SBI Studio  |  Workshop, Wine Tasting, Dinner

SBI is bringing together Dallas’ prominent chief executives to connect on a timely topic: accelerating organic growth in 2020.

 

A breakthrough research study by SBI uncovered 4 key growth levers that market leaders use during the planning process. As a result, these companies grow 37% faster than competitors.

 

SBI’s CEO, Matt Sharrers, will share the surprising discoveries and how to apply them to achieve aggressive growth in 2020.

SBI TV Q3 Filming Session

September 10, 2019  |  SBI Studio, Dallas, TX  |  Filming Session

Share your expertise with SBI’s prestigious community.

 

SBI’s heritage in benchmarking dictates the need to continuously add to the collective body of knowledge. Revenue leaders at the top of their field are invited to share their expertise on our popular TV episodes and podcasts recorded in our state-of-the-art onsite studio.

PEI European Operating Partners Forum

May 21-22, 2019  |  London  |  Conference

Hear from experienced operating partners and C-level executives on how they deliver value creation strategies, create top-line growth, and drive EBITDA improvement in their portfolio. Visit SBI’s session on May 22:

 

“How do leading PE firms accelerate value creation across their portfolios?”

 

  • Segmenting and prioritizing the market opportunity to focus on highest yield accounts
  • Allocating GTM resources to optimally cover the market and grow revenues consistently
  • Developing revenue and budget plans which clearly define growth levers and resource requirements
  • Optimizing the Go-to-Market talent to drive the top line and productivity rates

The Promotable CMO: How to Become the CEO’s Successor

May 22, 2019  |  SBI Studio, Dallas, TX  |  Intensive Workshop

In today’s growth environment, the likelihood your boss moves up or gets moved out is high. That probable vacancy is a real opportunity for promotion. Do you have what it takes? If your boss left tomorrow, would you be on the shortlist for promotion? In this workshop we will cover the four things you can do to become a promotable CMO.

SBI TV Q2 Filming Session

May 15, 2019  |  SBI Studio, Dallas, TX  |  Filming Session

Share your expertise with SBI’s prestigious community.

 

SBI’s heritage in benchmarking dictates the need to continuously add to the collective body of knowledge. Revenue leaders at the top of their field are invited to share their expertise on our popular TV episodes and podcasts recorded in our state-of-the-art onsite studio.

PPS Annual Spring Pricing Workshops & Conference

May 7-10, 2019  |  Atlanta, GA  |  Conference

Connect with Jacqui Davis, SBI’s Pricing Practice Leader, at her session on Thursday, 5/9.

 

Smart Deal Desk: How to Win Profits and Influence Sales

 

  • Why an effective deal desk is critical for value capture
  • How to design the deal desk to protect profitability without jeopardizing sales velocity
  • How to understand and proactively address areas of resistance