C9 Gives Jam Session:
The Technology Optimization Playbook

Jam Session Breakout Groups

#1 - AI Is Already in Your Business. Now What? - Hosted by Loffler Companies

Your employees are using AI whether you have a plan or not. Tools are multiplying, proprietary data is at risk, and the gap between leaders who are structured about their technology and those who aren't is widening fast.

In this interactive working session led by Loffler Companies, we will cut through the noise and get practical about visibility, safety, and team alignment. Instead of letting AI usage happen in the shadows, you will learn how to bring your team into a single, secure environment.

What you will focus on:

• Tool Visibility: Auditing and understanding exactly what AI applications your employees are already utilizing.

• Data Guardrails: Building firm boundaries and protocols to protect your company's private information.

• Unified Infrastructure: Implementing internal processes to ensure your entire team is working safely within the same authorized tech framework.

You won’t leave with just a theory. You’ll leave with a practical framework to regain control of your data and a roadmap to ensure your team is innovating safely and effectively.

Guides:

• Spencer Anderson, Vice President of Operations - IT Solutions

• Jennica Astleford, Manager - IT Customer Success

#2 - Future-Proofing What You Already Own: Strategies to Extend the Life and Value of Older Systems - Hosted by Code Pros

Are you frustrated by aging software but dreading the massive cost, risk, and downtime of completely replacing it? In this interactive workshop, we will explore how to breathe new life into your legacy systems without the headache of an expensive software swap. You'll engage in peer problem-solving to diagnose your company's technical debt and evaluate whether to "save or swap" your current tools. You will walk away with a practical framework to integrate, automate, and scale the platforms you already own, turning frustrating bottlenecks into engines for growth.

Guide:

• John Eckhardt, President

#3 - AI Heard It Through the Grapevine: Why Your Team’s Helpful AI Might Be Misleading You - Hosted by MyTech Partners

AI is already embedded in your business. The real question is whether it is working for you or confidently working against you.

While generative AI can drive significant productivity gains, it also introduces real operational risk. AI delivers answers with confidence, whether they are accurate or not. Because AI amplifies its inputs, output quality depends entirely on what you provide and what it can access. Messy data, outdated documents, and weak access controls can expose content users should not see and lead to flawed results, often at scale.

In this session, we move beyond the hype to examine the true cost of blind trust in AI. You will gain a practical, four-part framework to identify where risk exists in your environment:

• The Model: Understanding inherent limitations

• Prompting: How user behavior shapes outcomes

• Data Hygiene: Evaluating input quality

• Data Governance: Establishing the right guardrails

This is not a lecture. It is a working session. The first half breaks down how AI failures occur and how to mitigate them. The second half is an open, peer-driven discussion. Come prepared to share real experiences and leave with practical strategies to protect your organization without sacrificing efficiency.

Guides:

• Corey Falls, Senior Business Technology Advisor

• Nina Adams, Consulting Practice Director + Microsoft 365 Business Consultant

#4 - Give Your Marketing Team Superpowers: How to Use AI to Turn Sales Insight Into Revenue - Hosted by Forage

Are you wondering how AI can actually help your marketing team drive revenue instead of just creating more content? In this interactive workshop, we will explore how to use AI to strengthen the marketing assets your company already has, including your ideal client profile, sales calls, CRM data, customer questions, and internal expertise. You will learn how to use AI to identify buyer pain points, uncover common objections, create better content, support sales conversations, and stay top of mind with prospects and referral partners. You will walk away with a practical framework for giving your marketing team more leverage without losing the human insight that builds trust.

Guide:

• Garrio Harrison, Founder