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Throughout the Leadership Summit, we will explore how to bring AI to the frontlines of business—embedding it into core processes, elevating teams through co-intelligence tools, and accelerating execution across the portfolio. Through deep-dive discussions, live use cases, and actionable implementation insights, leaders will leave with a clear understanding of where AI can drive impact now, what successful adoption requires, and how to lead AI-enabled transformation across their teams.

Agenda
Explore the full event agenda or download it at the link below.
Political analyst Jonathan Martin joins us for a centrist, data-informed conversation on how today’s political climate intersects with business leadership. We’ll unpack what’s actually happening in Washington, where political leaders are focused, and how emerging narratives—especially around AI—are shaping the business environment. Jonathan will also explore the evolving role of polling, sentiment, and data in understanding both markets and voter behavior, helping leaders cut through noise and make clearer strategic decisions.
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This session highlights how Access’ proprietary tools, frameworks, and value creation capabilities have empowered portfolio companies to operationalize their strategies, drive measurable results, and build enduring businesses. ASTP Panelists will share examples of how they leveraged these resources to achieve tangible outcomes.
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This session builds on Access’ value creation journey—transforming complex, founder-led businesses into enduring, modern businesses by embedding repeatable capabilities across data, systems, and talent. Over the past several years, we’ve seen clear traction.
We’ll begin by revisiting how Access’ value creation platform has evolved. We’ll then introduce the next chapter, highlighting two key programs in beta for 2025, focused on AI enablement and process optimization. This continued evolution represents our continued commitment to helping leaders operationalize strategy, reduce execution risk, and build institutional-grade businesses poised for long-term success.
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This dynamic session will spotlight how Access is equipping its teams—and our portfolio—with modern execution capabilities. In three rapid-fire talks, leaders will showcase how we're using smarter processes, automation, and AI-driven systems to unlock speed, scale, and smarter decisions. Each talk will bring a distinct capability to life through a real-world lens, structured around a common framework: Process → Automate → Train. Attendees will leave with a clear view of what “advancement” looks like today—and practical next steps to take it back to their teams.
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This session brings the Process → Automate → Train framework to life through stories of real AI in action across the portfolio. Executives will share how they identified operational challenges, applied AI solutions, and empowered their teams to drive results. From AI call bot at ASTP to [example] at [portco], these aren’t hypotheticals – they’re proof that AI is already reshaping how we work. Attendees will leave with tangible takeaways: what worked, what didn’t, and how to spot AI opportunities in their own orgs.
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This session explores how AI is transforming the architecture of modern organizations—from how we structure teams to how we hire, develop, and deploy talent. Through real-world examples and tactical insights, we’ll unpack the mindset, skillsets, and structures needed to thrive in an AI-augmented world. The conversation will explore the importance of adaptability, the role of co-intelligence, and how to right-size teams for both productivity and innovation.
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This session puts Access’ value creation philosophy into action—showing how data, systems, and talent intersect to drive modern execution. By leveraging AI, automation, and predictive analytics, companies can reduce complexity, anticipate outcomes, and make better, faster decisions across the business.
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In today’s market, returns are increasingly driven by execution, not just financial engineering. This session will unpack how great operators can speak sponsor—linking KPIs, pro forma insights, and operational levers directly to equity value. Attendees will leave with a practical lens for thinking about their business the way investors do, and a preview of the Sponsor Fluency Toolkit designed to support ongoing alignment between operator excellence and investor expectations.
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Platform Companies
We partner with exceptional business leaders in the middle market to create value and build modern, enduring businesses. Through our next-generation approach, our capabilities provide our partners with the tools needed to succeed in today’s fast- changing business environment.
The Access Holdings Team
Our team has extensive experience investing in the middle market buyout space. Through this experience, we have developed the belief that we are better partners and investors when each individual brings something unique to the table. We are united through the diversity of our experiences, skills, and networks
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FAQs
Find answers to common questions about our Leadership Summit and how to participate.
The Leadership Summit is an annual event that brings together industry leaders and innovators. It focuses on sharing insights, strategies, and best practices in leadership. Attendees will gain valuable knowledge to enhance their leadership skills.
This summit includes portfolio company executives, ACEs, Access Executives, Boar Members, Advisors and Investment Team Members.
The event takes place at the Salamander Resort in Middleburg, Virginia. The address 500 North Pendleton Street, Middleburg, Virginia 20117.
The event cocktail hour begins at 6:30pm on Tuesday, May 20th. The first day of events begins on Wednesday, May 21st at 8:00am.
Click here to see the full agenda.