March 2026 Cohort Digital Program Guide

Welcome Letters


A Welcome from the D’Aniello Institute for Veterans and Military Families

CEOcircle 2026 Cohort,

Since our kickoff in New York City, you’ve been building relationships through Call Sign huddles and monthly virtual sessions. Now it’s time for the next step: learning to scale with intention.

This Fly-In focuses on the financial strategies, operational systems, and leadership decisions that turn growth-stage companies into sustainable market leaders. The speakers we’ve assembled have lived these challenges. Ken Hersh built a $12 billion energy investment firm with 30% annual returns over 27 years. Paul Hedrick grew Tecovas from a bootstrapped idea to 40+ retail stores. Bob McDonald scaled P&G globally before leading the Department of Veterans Affairs. Jeff Julkowski has built, scaled, and exited companies across consumer, biotech, and technology sectors—including a global brand acquired by the Swarovski Group. Their paths differ, but the throughline is clear—disciplined growth requires disciplined systems.

You’ll also have the chance to roll up your sleeves in afternoon breakout sessions covering AI for business growth, M&A strategy, corporate procurement, and more. These are tactical, small-group sessions designed to give you tools you can put to work immediately.

And something new this Fly-In: alumni crossover. CEOcircle graduates will join Wednesday’s programming to share hard-won lessons and make connections. These relationships are among the most valuable this program offers.

For those continuing to Veteran EDGE (March 4–6 here in Dallas), you’ll have a chance to extend your momentum with an even broader network.

The IVMF team is here throughout your time in Plano. Reach out if you need anything.

A Welcome from J.P. Morgan

Welcome to the Second Fly-In Forum!

We are delighted to host you at our regional operations and technology headquarters and national training facility in Plano, Texas.

During our last Fly-In Forum and virtual huddles, you shared valuable insights into the business challenges and opportunities you encounter—from securing capital and managing contracts to attracting talent and advancing supplier diversity. This week, we look forward to building on those conversations, exploring your objectives in greater depth, and collaborating on actionable strategies to help you achieve them.

As you move through the program, please let us know how we can enhance your experience or if we can help implement any ideas discussed during our time together. Our team is here to answer your questions, connect you with the right resources, and help you make the most of your time with us.

Sincerely,
J.P. Morgan Commercial Banking Liaisons


J.P. Morgan Resources

J.P. Morgan Impact Banking – Learn how J.P. Morgan Commercial Banking’s purpose-driven approach provides capital solutions and strategic insights to help strengthen communities worldwide.

Key Resources for Veteran Business Owners – Visit J.P. Morgan Commercial Banking’s microsite of content resources dedicated to educating and inspiring veteran business owners.

J.P. Morgan logo

IVMF Resources

Applications for the 2027 CEOcircle cohort are now open—and as a current participant, you have exclusive access to our “friends and family” early-application window starting March 3.

Know a veteran or military spouse entrepreneur who’s ready to scale? Invite them to join a community of business leaders operating at their level. This is how the network grows—one trusted referral at a time.

CEOcircle Application 

CEOcircle 2026 Cohort Fly-In 2: Scale


Theme – Scale: Financial strategies, operational systems, and leadership decisions that turn growth-stage companies into sustainable market leaders.

March 3-4, 2026

JPMorganChase Regional Headquarters 8181 Communications Parkway, Plano, TX 75024 (Building C, 2nd Floor)

  • Tuesday, March 3, 2026

    8:30am – Registration and Arrival (light breakfast available)

    9:00am – Welcome & Introduction

    9:30am – Break

    9:45am – Call Sign Huddles

    11:00am – Break

    11:15am – Scaling Smart: Financing, Partnerships, and the Path to Acquisition –  A Conversation with Jeff Julkowski, Co-Founder, Vergent Bioscience

    Jeff Julkowski, Co-founder, Vergent Bioscience
    Moderated by: Terry Hill, Co-Head of Emerging Middle Market and Co-Head of Global Banking Veteran Initiatives, J.P. Morgan

    12:00pm – Transition & Reflection

    12:15pm – Bootstrapping Success: Building Infrastructure as You Scale – A Conversation with Paul Hedrick, Founder and Chairman, Tecovas

    Paul Hedrick, Founder & Chairman, Tecovas
    Moderated by: Alex McKindra, Managing Director, Technology Corporate Banking and Co-Head of Global Banking Veteran Initiatives, J.P. Morgan

    1:00pm – Lunch

    2:00pm – Breakout Sessions

    Capturing Corporate Clients Through Procurement Strategy
    Strategic Alliances: Unlocking Long-Term Value in Banking Relationships
    M&A Mastery: Smarter Deals, Due Diligence, and Growth Strategies
    AI for business growth

    3:00pm – Break

    3:15pmBreakout Reflection

    3:30pm – Breakthrough Brief

    Dondre Lawson, CEO, Emerald Technical Solutions
    Laura Higgins, Inclusive Banking Business Development Executive, Pacific, J.P. Morgan Commercial Banking

    3:45pm – A Conversation with Bob McDonald

    Bob McDonald, Former VA Secretary & P&G CEO
    Moderated by: Marlene “Marlie” Andersch, Founder & CEO, rockITdata

    4:30pm – Breakthrough Brief

    Kristina Brown, Executive Director, Relationship Executive, J.P. Morgan Commercial Banking
    Aretha Battle, CEO, eREVS Supply Chain, LLC

    4:45pm – Closing Remarks

    5:00pm – Transition

    5:30pm – Social Event at Haywire

  • Wednesday, March 4, 2026

    8:00am – Breakfast

    8:30am – Welcome & Activity

    9:00am – A Conversation with Ken Hersh

    Ken Hersh, Private Equity Pioneer, Author of “The Fastest Tortoise”
    Moderated by: Raymond Toenniessen, Deputy Executive Director, D’Aniello Institute for Veterans and Military Families

    9:45am – Break

    10:00am – 2026 Cohort Reflection

    Todd Connor, CEOcircle Lead Facilitator

    11:00am – Break

    11:15am – Facilitated Connection with Alumni

    Todd Connor, CEOcircle Lead Facilitator

    12:15pm – Closing Comments

    12:30pm – Lunch and Networking

    1:30pm – Transition to EDGE

Transportation


  • Program Venue and Social Event Location

    Program & Venue

    8181 Communications Parkway, Plano, TX 75024
    Building C, 2nd Floor

    • Shuttles stop at a turnaround right before an attended entrance
    • The building will be on the right and have 2 entrances
    • Staff will be at both doors to help direct cohort members to the security desk
    • Cohort members’ names will be on a list
    • Government ID is required
    • Programming is on the second floor

    Social Event

    Haywire, 5901 Winthrop St, Plano, TX 75024

    Shuttles will be provided. The event is also about a 10-minute walk from the programming venue.

    Shuttle Schedule

    Complimentary shuttle service is provided between the Renaissance Dallas Hotel and JPMorgan Chase Plano office, as well as to evening social events.

    Tuesday, March 3

    Morning Departure

    • 8:00 AM – Renaissance Dallas Hotel (2222 N. Stemmons Fwy, Dallas, TX 75207) to JPMorgan Chase Office (8181 Communications Parkway, Plano, TX 75024)

     

    Evening Departures

    • 5:00 PM – Renaissance Dallas Hotel to Haywire (Alumni only)
    • 5:20 PM – JPMorgan Chase Office to Haywire (Current cohort)

    Social event at Haywire, 5901 Winthrop St, Plano, TX 75024

    Social Event Return

    • 7:00 PM – Haywire to Renaissance Dallas Hotel

     

    Wednesday, March 4

    Morning Departure

    • 7:30 AM – Renaissance Dallas Hotel to JPMorgan Chase Office

     

    Afternoon Departure

    • 1:30 PM – JPMorgan Chase Office to Renaissance Dallas Hotel

     

    EDGE Conference Transition

    • 1:45 PM – Renaissance Dallas Hotel to Veteran EDGE (For participants continuing to EDGE programming, March 4–6)

     

    Please be at shuttle pickup locations 5 minutes prior to departure time.

Speakers Spotlight & Session Description


View the Lookbooks to see the all the 2026 cohort participants and who your group members are for this program along with the CEOcircle alumni attending the reunion.

Cohort Lookbook Alumni Lookbook

Scaling Smart: Financing, Partnerships, and the Path to Acquisition – A Conversation with Jeff Julkowski, Co-Founder, Vergent Bioscience

Join Jeff Julkowski as he shares his remarkable journey from military service to serial entrepreneurship. The discussion will explore pivotal decisions in scaling, securing investment, and building strategic partnerships, as well as the emotional and practical challenges of selling Chamilia to Swarovski.

Jeff Julkowski, Co-founder, Vergent Bioscience

Jeff Kilkowski

Jeff Julkowski is an entrepreneur, investor, and former U.S. Army officer with more than 20 years of experience building, scaling, and exiting companies across consumer, biotechnology, and technology sectors. Jeff is a founder and co-founder of multiple venture-backed businesses, including Chamilia, a global consumer brand acquired by the Swarovski Group, and Vergent Bioscience, a clinical-stage biotechnology company advancing innovation in cancer surgery. He is a former equity analyst at Morgan Stanley and Citigroup, bringing disciplined capital allocation, strategic analysis, and team leadership to early-stage growth. Jeff graduated from West Point and is an Ernst & Young Entrepreneur of the Year® award winner.

Moderated by: Terry E. Hill, Co-Head of Emerging Middle Market and Co-Head of Global Banking Veteran Initiatives, J.P. Morgan

Terry hill

Terrence Hill co-leads JPMorgan Chase’s Emerging Middle Market business, which works with mid-sized, family-owned corporations in 125+ markets across 48 states. He is responsible for driving the transformation of the business, including product strategy, pricing, marketing, the support model and the banking organization. He also Co-leads Global Banking’s initiatives to support Veteran and Veteran-related CEOs.

Previously, Terrence led Middle Market Bankers in Houston and delivered comprehensive commercial and investment banking solutions to regional clients. His prior experience included roles covering Corporate clients and U.S. subsidiaries of non-U.S. corporations. He began his career at JPMorgan Chase in the Product and Relationship Management Training Program. Terrence is a graduate of the United States Military Academy at West Point and holds an M.A. in Managerial Economics from the University of Oklahoma. He served as a field artillery officer in the U.S. Army, with leadership roles from platoon to battalion level.

He has been active in the Houston community, holding board positions with the Salvation Army, Houston Technology Center, University of Houston Banking Program, and the Tellepsen Downtown YMCA. He has also served in leadership roles with the Greater Houston Partnership and the Houston Global Cities Exchange. He is a member of Class 30 of the American Leadership Forum.

Terrence lives in Houston with his wife, Kimberly, and has three daughters.

Bootstrapping Success: Building Infrastructure as You Scale – A Conversation with Paul Hedrick, Founder and Chairman, Tecovas

From selling boots out of the trunk of his car to leading a thriving business with over 40 retail locations, explore the critical decisions entrepreneurs face as they scale, including when to invest in robust systems versus maintaining a scrappy approach. Learn firsthand about the transition from founder-CEO to Executive Chairman, and discover strategies for building a team capable of driving growth beyond a founder’s original vision.

Paul Hedrick, Founder and Chairman, Tecovas

Paul Hedrick

Paul Hedrick is the Founder and Chairman of Tecovas. He founded Tecovas in 2015 and served as its CEO until 2022, having launched and grown the brand to ~$150 million in annual revenue. Today, Tecovas operates over 50 retail locations throughout the United States and achieved over $350 million in revenue in 2025.

Prior to Tecovas, Paul worked at L Catterton on the portfolio operations team and McKinsey & Company as a Business Analyst. He graduated Harvard College cum laude with an A.B. in Economics and a Secondary Field in Mathematical Sciences. Currently, he serves as an advisor to Halfdays and is a member of YPO. He enjoys skiing and fishing in Colorado in his free time

Moderated by: Alex McKindra, Managing Director, Technology Corporate Banking and Co-Head of Global Banking Veteran Initiatives, J.P. Morgan

Alex McKindra

Alex McKindra is a Managing Director within J.P. Morgan’s Technology Global Corporate Banking Group. He also serves as the Co-Head of Veteran Initiatives for JPMorgan Chase Commercial Banking. In these dual roles, Alex provides corporate banking coverage for West Coast based technology companies and leads efforts to provide resources and support to veteran business owners nationwide.

Alex joined J.P. Morgan in 1999 as an investment banking associate within the Consumer & Retail Industry Coverage Group. As an investment banking associate, Alex executed numerous mergers and acquisitions, equity capital markets and debt capital markets transactions. Prior to Alex’s tenure at J.P. Morgan, he was an associate within Barclays Capital’s Financial Sponsors Group. Alex’s primary focus was the execution and structuring of leveraged buyout transactions for mid-cap private equity firms. He also served as a junior member on Barclays Capital’s Principal Investment Committee where he modeled and structured co-equity investments with private equity clients.

Alex is a graduate of the United States Military Academy in West Point, New York and completed a tour of duty in the United States Air Force. Proudly descending from a long line of military veterans, Alex is committed to providing mentorship and “paying it forward” to support the next generation of veterans.

A Conversation with Bob McDonald

Bob McDonald led Procter & Gamble through a period of global expansion—adding nearly one billion customers and growing stock price 60%—before being unanimously confirmed as the 8th Secretary of Veterans Affairs, where he led one of the most ambitious organizational transformations in federal government history. This fireside conversation will explore how values-based leadership translates across sectors, what it takes to lead large-scale change, and the leadership principles from West Point that guided both chapters of his career.

The Honorable Robert A. McDonald, 8th Secretary of Veterans Affairs; Retired Chairman, President & CEO, Procter & Gamble

Bob Mcdonald

Robert A. “Bob” McDonald was nominated by President Obama to serve as the eighth Secretary of Veterans Affairs and was confirmed unanimously by the United States Senate in July 2014. Secretary McDonald led VA in its transformational journey to be a world-class service provider, with Harvard Business School recognizing the “impressive progress” achieved under his leadership.

Before joining VA, Bob McDonald was Chairman, President, and Chief Executive Officer of The Procter & Gamble Company. Under his leadership, P&G added nearly one billion people to its global customer base and grew organic sales by an average of three percent per year. P&G’s stock price rose 60 percent during his tenure from 2009 to 2013. Chief Executive Magazine named P&G the best company for developing leader talent.

Bob is personally and professionally committed to values-based leadership. He and his wife, Diane, are the founders of The McDonald Conference for Leaders of Character at West Point. Bob is Chairman of the Board of the West Point Association of Graduates and Chairman of the Board of the Elizabeth Dole Foundation.

Bob McDonald graduated from the United States Military Academy at West Point in 1975 and earned his MBA from the University of Utah in 1978. An Army Veteran, he served with the 82nd Airborne Division, completed Jungle, Arctic, and Desert Warfare Training, and earned the Ranger tab, Expert Infantryman Badge, and Senior Parachutist Wings.

Moderated by: Marlene “Marlie” Andersch, Founder & CEO, rockITdata 2022 & 2023 CEOcircle Cohort Participant, 2025–2026 CEOcircle Facilitator

Marlie

Marlene “Marlie” Andersch transforms her Air Force and IT expertise into impactful leadership as Founder and CEO of rockITdata. A certified woman, minority, and veteran-owned business, rockITdata specializes in strategy consulting, data analytics, and AI solutions.

From her Gulf War deployment to founding her company six years ago, Marlie has built a values-driven organization now employing over 175 people. Her commitment to veterans shines through the Rookie Program, which provides technology training for military personnel and spouses—earning the U.S. Department of Labor’s HIRE Vets Medallion Award.

The core philosophy of rockITdata, the “rockITway,” centers on creating extraordinary impact by doing the right thing for clients, company, and coworkers. This approach has driven numerous national recognitions, including Platinum Hire Vets Medallion (2021–2024), Inc. 5000 Fastest Growing Companies (2023, 2024), SBA Eastern PA Veteran-Owned Small Business of the Year (2023), and WPO’s 50 Fastest Growing Women-Owned Companies (2024).

A Conversation with Ken Hersh: Strategic Scaling for Long-Term Success

Ken Hersh co-founded one of America’s largest natural resources private equity firms and grew it to $12 billion under management with 30% annual returns over 27 years—then went on to lead the George W. Bush Presidential Center, increasing its endowment seven-fold. His book, The Fastest Tortoise, makes the case that sustainable scaling is about patience, discipline, and learning fast in industries you know nothing about. This conversation will dig into the capital allocation frameworks, risk management instincts, and leadership lessons that drove his track record.

Ken Hersh, Chairman, HFI Capital Management; Author, “The Fastest Tortoise”

Ken Hersh

Kenneth A. Hersh is chairman of his family investment office, HFI Capital Management, which invests across the economy with an emphasis on the industrial, financial, energy, real estate and technology sectors.

From 2016 to 2025, he served as President and CEO of the George W. Bush Presidential Center, where he implemented its long-term strategic plan and increased its endowment seven-fold to over $420 million. He remains on the Bush Center’s Board of Directors.

Ken made his mark in the private sector as the Co-Founder and CEO of NGP Energy Capital Management, one of the nation’s largest natural resources private equity investment firms. Under his leadership from 1988 until 2016, NGP invested over $12 billion and achieved a 27-year annual rate of return of 30%. In 2023, Oil and Gas Investor magazine inducted him into its Hart Energy Hall of Fame.

In 2024, he was inducted into the Horatio Alger Association of Distinguished Americans. He sits on the boards of the Global War on Terrorism Memorial Foundation and the Texas Rangers Baseball Club. In 2023, he released his book, The Fastest Tortoise: Winning in Industries I Knew Nothing About, which chronicles his life’s lessons from business and personal experiences.

Ken graduated Princeton University, magna cum laude, with a degree in Politics in 1985 and earned his M.B.A. from Stanford University’s Graduate School of Business in 1989.

Moderated by: Raymond Toenniessen, Deputy Executive Director, D’Aniello Institute for Veterans and Military Families

Ray Toenniessen

Raymond Toenniessen is the Deputy Executive Director at the D’Aniello Institute for Veterans and Military Families. As Deputy Executive Director, Toenniessen leads over 100 employees located both on campus in Syracuse, NY and in military communities across the country, growing the Institute’s 16 national training programs and community services, its research and evaluation capabilities, its coalition for veteran-owned businesses and employers, the alumni and engagement network, and the policy work in Washington D.C.

Toenniessen graduated from Syracuse University and commissioned from its ROTC program as a Second Lieutenant. He served four years on active duty including a combat deployment to Iraq in 2008 in support of Operation Iraqi Freedom. He was awarded a Bronze Star for his service. Raymond holds a bachelor’s degree in international relations and political science from Syracuse’s College of Arts and Sciences and an MBA from the Saunders College of Business at the Rochester Institute of Technology.

Facilitated Connection with Alumni / 2026 Cohort Reflection

Wednesday’s programming features two sessions led by Todd Connor. The alumni connection session brings CEOcircle graduates together with the 2026 cohort for structured peer exchange—an opportunity to learn from leaders who’ve been where you are and to build relationships that extend well beyond the program. The cohort reflection session is dedicated time for the 2026 cohort to process insights from the Fly-In, reconnect with goals, and prepare for the months ahead.

Todd Connor, Lead CEOcircle Program Facilitator; Founder, Bunker Labs; CEO, Veterans for All Voters

Todd Connor

Todd Connor is currently CEO of Veterans for All Voters, an organization he co-founded to give a voice and a platform for the military-connected community to address political polarization through election reforms and innovations. Todd is also the founder of Bunker Labs, a national entrepreneurship organization dedicated to helping the military-connected community start and grow businesses. Founded in Chicago in 2014, Bunker Labs grew to over 40 chapters across the United States before being acquired into the D’Aniello Institute for Veterans and Military Families at Syracuse University in 2024.

Todd is a former management consultant, U.S. Navy veteran, and has held many leadership roles in the public and private sector. He is also the founder of The Collective Academy, a leadership development consulting firm, as well as Emerson House, a luxe retreat venue in La Porte, Indiana. Todd holds a BA from Northwestern University, an MBA from the University of Chicago, and is the author of Third Shift Entrepreneur (Wiley, 2021).

Todd serves as the lead faculty for the President George W. Bush Veteran Leadership Program in Dallas, Texas and is an Executive in Residence at the University of Chicago Booth School of Business. He has been recognized as a Presidential Leadership Scholar and a Presidio Fellow.

Breakout Sessions 


Capturing Corporate Clients Through Procurement Strategy

Large corporations with large supply chains present an opportunity to make use of procurement programs at scale. In this panel, you’ll learn more about the certifications and processes that help local and underrepresented businesses grow in this space, from JPMorganChase bankers experienced in this area.

Nancy Minchillo
Nancy Minchillo, Vice President, Global Supplier Diversity, JPMorganChase

Nancy joined JPMorganChase in Plano, TX in April 2021 with 15 years Supplier Diversity leadership experience in the technology industry, including Hewlett-Packard Company and Hewlett Packard Enterprise (HPE), and DXC Technology, an HPE spin-off.

In her current role, she supports the firm’s Supplier Diversity Market Strategy; a strategy to align JPMorganChase’s buying geographies to cities with significant populations of certified diverse-owned businesses; Chicago, Dallas, Houston, Los Angeles, New York. She also manages an Ambassador Program of 42 JPMC volunteers to support Supplier Diversity efforts in 20 cities across the country.

Additionally, she recently served on the Board of Directors for the National Veteran Owned Business Association (NaVOBA), and currently serves on the Supplier Development Committee for the Financial Services Roundtable for Supplier Development (FSRSD), and she co-chairs the WEConnect International’s Best Practices Committee.

  • Shaunte Robinson, Inclusive Banking Business Development Executive, Midwest, J.P. Morgan Commercial Banking
  • Danielle Davis, Inclusive Banking Business Development Executive, Southwest, J.P. Morgan Commercial Banking

Strategic Alliances: Unlocking Long-Term Value in Banking Relationships

This breakout session explores J.P. Morgan’s strategic veteran initiatives, including the Security and Resiliency Initiative, and examines how relationship managers drive long-term value in navigating the evolving landscape between big and small banks. Attendees will gain actionable insights on forging strong alliances with large organizations and leveraging resilient partnerships for sustainable growth.

Hayden Meredith, Executive Director, Innovation Economy, J.P. Morgan Commercial & Investment Bank 

Hayden

Hayden, originally from Dallas, TX, is married to Emily and are the proud parents of two boys – Henry (9) and Luke (7). Hayden is a graduate of the United States Military Academy and served as an Infantry officer in the United States Army. Hayden has worked on JP Morgan’s Innovation Economy team within the Commercial Bank and has specializes in high growth sponsor backed Applied Technology companies. Most recently, Hayden has specialized in companies investing in American National Security and served as an advisor to the Defense Technology ecosystem at JP Morgan and externally. Hayden enjoys travelling with his family, spending time outdoors and going to sporting events with his family.

Duncan McAloon, Associate, Innovation Economy, J.P. Morgan Commercial & Investment Bank

Duncan

Duncan, originally from Fairhope, AL is married to Lauren and are expecting a baby girl this summer. Duncan is a graduate of the United States Military Academy and served as an Infantry officer in the United States Army. Duncan has worked on JP Morgan’s Innovation Economy team within the Commercial Bank with specialization in high growth Technology and Disruptive Commerce companies. Duncan enjoys watching professional tennis, Rugby and finding great restaurants.

M&A Mastery: Smarter Deals, Due Diligence, and Growth Strategies

Mergers and acquisitions (M&A) offer significant opportunities for business expansion. However, successfully navigating the complexities of due diligence, deal structuring, and risk mitigation is essential for long-term success. This interactive session will provide you with the tools and insights needed to approach acquisitions, partnerships, and investments with confidence.

Jae Kim, Managing Director, Global Banking, JPMorganChase

Jae Kim

Jae Kim is a Managing Director in Global Banking at J.P. Morgan. Prior to this role, Mr. Kim was Chief Executive Officer for GIPHY International and Interim CFO based in Los Angeles, where he helped the company go from pre-revenue to post-revenue and led strategic M&A, including Facebook. He previously served as Head of US Strategy & Operations for LINE and President of Cleartrip, a leading internet and mobile travel company based in Mumbai. Before his operating roles, Mr. Kim spent over 13 years as an Investment Banker at J.P. Morgan focused on M&A, Corporate Finance, and Equity Capital Markets, rising to Co-Head of J.P. Morgan Asia Technology Investment Banking. Mr. Kim is a graduate of Northwestern University.

  • Marvin Clark, Inclusive Banking Business Development Executive, Southeast, J.P. Morgan Commercial Banking

AI for Changing Landscapes: Smarter Growth, Compliance, and Decision-Making

Artificial intelligence is transforming how businesses scale, optimize operations, and make strategic decisions in an ever-evolving market. This session will delve into how AI-driven insights and automation can support sustainable growth, enhance compliance processes, and improve leadership decision-making.

Frank Coppersmith, CEO, Smarter Reality

Frank Coppersmith

Frank Coppersmith is the CEO of Smarter Reality, an Inc. 5000, Austin “Fast 50” and Financial Times 500 software development company from Round Rock, Texas. Recent projects include significant work in training and simulation for the Department of Defense, using virtual reality, artificial intelligence, and entertainment software designs. A long-time entrepreneur, he has raised funding from top-tier VCs and led companies from formation through sale and exit. He has been awarded multiple patents on entertainment, training, and computer vision technologies. Frank holds an MBA from the Wharton School at the University of Pennsylvania, a law degree from Samford University, and a Bachelor of Science in electrical engineering from The Citadel. He is a retired USAF reserve officer.

Huddle Format


CALL SIGN HUDDLE FORMAT (90 MINUTES)

This format is specific to Call Sign huddles, which focus on peer problem-solving. For cohort-wide Topic Dives and Industry Connects, your Call Sign will have brief check-ins before and after the main presentation or networking activity.

  1. Welcome (2 Min)

Assign roles: Timekeeper, Facilitator, Notetaker

  1. Check-ins (25 Min)

Tag-team style, ~3 min each: Personal best, Business best, Cohort shout out, Last month’s commitment status, Recent learning, “If I’m honest…”, “What I need today”

  1. Critical Questions Exercise (40 Min)

Submit questions in chat (5 min), group selects 2 questions

For each question (15 min): Present (2 min) → Clarifying questions (2 min) → Group brainstorm while presenter listens (8 min) → Presenter reaction and commitments (3 min)

  1. Wrap-Up (12 Min)

Next month’s commitments, Rate meeting quality (1–10), Rate individual participation (1–10), Preview next session

Time Management: The Timekeeper will set alarms for each transition, give 1-minute warnings, and signal transitions to keep the Critical Questions Exercise on track.

Note: Your facilitator will help maintain this structure, but the Timekeeper role (rotating among members) ensures we maximize our peer learning time together.