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.

Ace Training (Leadership, AI, and Negotiations)
9:00 - 3:00pm
Waterford

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Welcome Reception & Cocktails
6:30 - 8:30pm
Culinary Gardens

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Politics, Policy, & Business Leadership: A Conversation with Jonathan Martin
7:30 - 8:00pm
Culinary Gardens

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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Registration & Breakfast
8:00 - 9:00am
Middleberg Conference Room

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Welcome and Opening Remarks
9:00 - 9:30am
Middleberg Conference Room

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From Playbook to Execution - The Access Advantage
9:30 - 10:15am
Middleberg Conference Room

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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Break
10:15 - 10:45am
Middleberg Foyer

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The Foundation for Growth: Destination, Data and Discipline
10:45 - 11:15am
Middleberg Conference Room

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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Advancing Execution: Tools, Systems, & AI at Work
11:15 - 12:00pm
Middleberg Conference Room

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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Lunch Break
12:00 - 1:00pm
Middleberg Foyer

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AI in Action
1:00 - 1:45pm
Middleberg Conference Room

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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Rewiring the Workforce: Talent & Org Structures for the AI Era
1:45 - 2:15pm
Middleberg Conference Room

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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Activity
2:30 - 5:30pm
Salamander Lobby

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Networking Cocktail Hour
5:30 - 6:30pm
Equestrian Center Lawn

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Dinner
6:30 - 8:00pm
Equestrian Center

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Breakfast
8:00 - 9:00am
Middleberg Conference Room

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AI, Automation, and Predictive Analytics - Supercharging Performance and Decision-Making
9:00 - 10:45am
Middleberg Conference Room

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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Break
10:45 - 11:15am
Middleberg Foyer

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Skybox Update
11:30 - 11:45am
Middleberg Conference Room

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Speaking Sponsor: Translating Operational Excellence Into Equity Value
11:45 - 12:00pm
Middleberg Conference Room

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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Closing Remarks
12:00 - 12:15pm
Middleberg Conference Room

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CHRO Forum
1- 2:30pm
Salamander Lobby

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Finance Forum
1- 2:30pm
Salamander Lobby

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Marketing Forum
1- 2:30pm
Salamander Lobby

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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

Chris Blackwell
Partner
Steve Chang
Partner
Tom Gregory
Partner
Kevin McAllister
Founder, Managing Partner
Omar Rahman
Partner, CFO, and CCO
Josh Finifter
Managing Director
Ellen Kirk Jarosinski
Manager
Matt Johl
Managing Director and Chief Data Officer
Nik Kapauan
Managing Director
Alex Kozan
Vice President
Michael Kumar
Vice President
John Mann
Associate
Braden McClure
Analyst
Sean McGrath
Chief of Staff
David Munczinski
Sr. Vice President
Braden O'Connell
Sr. Analyst
Meghana Palakodeti
Analyst
Nick Renken
Senior Associate
Alexia Sabogal
Senior Associate
Svet Tintchev
Principal
Matt Treuth
Principal
Miles Tullo
Senior Analyst
Merritt Davis
Associate
Anthony DeNuto
Vice President and Controller
Eva Finn
Operations Coordinator
Kate Hardy
Associate Vice President, Human Resources
Morgan Masiejczyk
Vice President
Kate McComiskey
Vice President, Human Resources and Compliance
Omar Rahman
Partner, CFO, and CCO
Kelly Ramsden
Associate
Drew Yager
Deputy Chief of Staff

Directory

Chris Blackwell
Access Holdings
Executive Team
Steve Chang
Access Holdings
Executive Team
Merritt Davis
Access Holdings
Operations Team
Anthony DeNuto
Access Holdings
Operations Team
Josh Finifter
Access Holdings
Deal Team
Eva Finn
Access Holdings
Operations Team
Tom Gregory
Access Holdings
Executive Team
Kate Hardy
Access Holdings
Operations Team
Ellen Kirk Jarosinski
Access Holdings
Value Creation Team
Matt Johl
Access Holdings
Value Creation Team
Nik Kapauan
Access Holdings
Value Creation Team
Alex Kozan
Access Holdings
Deal Team
Michael Kumar
Access Holdings
Deal Team
John Mann
Access Holdings
Deal Team
Morgan Masiejczyk
Access Holdings
Operations Team
Kevin McAllister
Access Holdings
Executive Team
Braden McClure
Access Holdings
Deal Team
Kate McComiskey
Access Holdings
Operations Team
Sean McGrath
Access Holdings
Value Creation Team
David Munczinski
Access Holdings
Deal Team
Braden O'Connell
Access Holdings
Deal Team
Meghana Palakodeti
Access Holdings
Value Creation Team
Jon Pannoni
Access Holdings
Deal Team
Omar Rahman
Access Holdings
Executive Team
Kelly Ramsden
Access Holdings
Operations Team
Nick Renken
Access Holdings
Deal Team
Alexia Sabogal
Access Holdings
Value Creation Team
Svet Tintchev
Access Holdings
Deal Team
John Travisano
Access Holdings
Deal Team
Matt Treuth
Access Holdings
Deal Team
Miles Tullo
Access Holdings
Deal Team
Drew Yager
Access Holdings
Operations Team
Mark Arnold
Chad Cleveland
WMT
Chief Operating Officer
Ross Dunbar
Ticketmaster
B2B Marketing Manager
Andres Focil
WMT
Founder, Chief Executive Officer
Chris Freet
WMT
Chief Innovation Officer
Andy Jessen
William Blair
Managing Director and Co-Head of M&A
Ben Levine
Side Yard Sports Partners
Sam Mahmood
The Pave
Chief Executive Officer
Jonathan Martin
Sean Mooney
BluWave
Founder, Chief Executive Officer
Chris Wirthlin
The Pave
Chief Investment Officer
Andy Zeilman
WMT
President
Steve Kaplan
Access Advisor
Access Advisor
Ed Mathias
Access Advisor
Access Advisor
Kim Powell
Access Advisor
Access Advisor
Todd Ruppert
Access Advisor
Access Advisor
Greg Smith
Access Advisor
Access Advisor
Laurie Woodruff
Access Advisor
Access Advisor
Philip Eades
ASTP
Chief Operating Officer
Jeff Ellis
ASTP
Chief People Officer
Tod Eskra
ASTP
President
Ryan Janiga
ASTP (ACE)
ACE, Business Development Supervisor
Cam Johnson
ASTP (ACE)
ACE, Vice President of FP&A
Jim O’Brien
ASTP
Chief Financial Officer
Luke Stuby
ASTP (ACE)
ACE, Director of Alternative Transportation
Nick Tierno
ASTP (ACE)
ACE, Director of Corporate Development
Michael Bender
Board Member
Board Member
Bob Bukala
Board Member
Board Member
Mike Cahill
Board Member
Board Member
Henry Hagan
Board Member
Board Member
Steve Hopkins
Board Member
Board Member
David Scopelitti
Board Member
Board Member
Lenny Tarzia
Board Member
Board Member
Joe Tripodi
Board Member
Board Member
Lily Bagher
FPG (ACE)
ACE, Strategy Associate
Jason Chung
FPG
Senior Vice President of Marketing
Alex Daubert
FPG (ACE)
ACE, Senior Vice President of Sales
Whitt Johnsen
FPG (ACE)
ACE, Sr. Finance Associate
Scott LePage
FPG
Executive Vice President of Operations
EJ Marino
FPG (ACE)
ACE, Manager of Strategy and Analytics
Chris Nickelson
FPG (ACE)
ACE, Vice President
David Noble
FPG
Chief Transformation and Strategy Officer
Doni Perry
FPG
Chief Information Officer
Cathy Pierantozzi
FPG
Chief Human Resources Officer
John Smith
FPG
Chief Executive Officer
Gordon Stewart
FPG (ACE)
ACE, Vice President of Strategy and Acceleration
David Waltzer
FPG
Chief Financial Officer
Andrew Zhu
FPG (ACE)
ACE, Strategy Associate
Erik Braun
Kuvare
Chief Financial Officer
Dhiren Jhaveri
Kuvare
President and Chief Executive Officer
Carlos Sierra
Kuvare
Chief Operating Officer
Mike Stefan
Kuvare
Head of Corporate Development and Strategy
Erik Agostoni
Marina Holdings
Chief Financial Officer
Will Davison
Marina Holdings (ACE)
ACE, Acquisitions Associate
Paul Goldsholl
Marina Holdings
Director of Talent
Colin Kiley
Marina Holdings
Chief Executive Officer
Basma Taimoor
Marina Holdings (ACE)
ACE, Vice President of Finantial Planning and Analysis
Doug West
Marina Holdings
Chief Operating Officer
Jason Choi
PlayFly (ACE)
ACE, Senior Manager of FP&A
David Connolly
PlayFly
Chief Legal Officer, Chief Corporate Officer
Robert Eckstein
PlayFly (ACE)
ACE, Director of Strategy
Geoff Kalan
PlayFly (ACE)
ACE, Chief Strategy Officer
James Marrero
PlayFly (ACE)
ACE, Director of Finantial Planning and Analysis
Ashley Marshall
PlayFly
Head of Growth and Innovation
Bianca Nedjar
PlayFly
Senior Director of Human Resources
Nicolina O’Rorke
PlayFly
Chief Financial Officer
Michael Schreiber
PlayFly
Founder, Executive Chairman
Craig Sloan
PlayFly
Chief Executive Officer
Lisa Badgley
Spotless Brands
Chief Operating Officer
Fahad Chaudhary
Spotless Brands
Deputy Chief Financial Officer
Amanda Clemons
Spotless Brands (ACE)
ACE, Regional Director of Marketing
Alex Hirschhorn
Spotless Brands (ACE)
ACE, Senior Director of Strategy
Dave Kelly
Spotless Brands
Chief Development Officer
Jeremy Morgan
Spotless Brands (ACE)
ACE, Director of Finance
John Standley
Spotless Brands
Chief Executive Officer
Marissa Sveum
Spotless Brands (ACE)
ACE, Director of Finance
Brandon Thompson
Spotless Brands (ACE)
ACE, Vice President of Finance
Scott Buttz
WagWay Group
Chief Executive Officer
Sarah Mahoney
WagWay Group (ACE)
ACE, Chief of Staff
Crystal Palermo
WagWay Group
Vice Presiden of Human Resources
Elise Roeder
WagWay Group (ACE)
ACE, Vice President of Operations
Chris Alberico
Zeus Fire and Security (ACE)
ACE, Chief of Staff
Alyssa Eagan
Zeus Fire and Security
Vice President of Human Resources
Scott Elkins
Zeus Fire and Security
Chief Executive Officer
James Graham
Zeus Fire and Security (ACE)
ACE, Manager of M&A
Daniel Kim
Zeus Fire and Security (ACE)
ACE, Junior Strategy
Tavi Klein
Zeus Fire and Security (ACE)
ACE, Digital Marketing Manager
Gordon Lawson
Zeus Fire and Security (ACE)
ACE, Vice President of Corporate Development
Saurav Maharjan
Zeus Fire and Security (ACE)
ACE, Revenue Operations Analyst
John McGowan
Zeus Fire and Security (ACE)
ACE, Director of Corporate Development
Chris McGurk
Zeus Fire and Security
Vice President of Sales (Universal Atlantic Systems)
Conner Mosebrook
Zeus Fire and Security (ACE)
ACE, Manager of M&A
Chris O'Rourke
Zeus Fire and Security
Chief Revenue Officer
Brandon Ramsey
Zeus Fire and Security
President, Chief Operations Officer
Paul Ridder
Zeus Fire and Security
CFO
Priya Serai
Zeus Fire and Security
Chief Information Officer

Resource Center

FAQs

Find answers to common questions about our Leadership Summit and how to participate.

What is the summit?

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.

Who should attend?

This summit includes portfolio company executives, ACEs, Access Executives, Boar Members, Advisors and Investment Team Members.

Where is the event?

The event takes place at the Salamander Resort in Middleburg, Virginia. The address 500 North Pendleton Street, Middleburg, Virginia 20117.

When is the event?

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.

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