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 - Building the Foundation for Seamless Integration - Hosted by MyTech Partners

The question is no longer if AI is entering the business, but whether your data, systems, and processes are strong enough to make the integration seamless when you choose to make the investment.

AI amplifies whatever foundation already exists. Strong systems and clean data accelerate value and ROI. Weak controls, siloed systems, and poor data hygiene accelerate operational risk.

This interactive executive session, led by MyTech Partners, combines a short strategic briefing with peer discussion focused on the foundational preparation small to mid-sized businesses must address before scaling AI.

What you will focus on:

• Data Readiness: Establishing clean data hygiene so AI tools produce reliable results.

• System Alignment: Linking your current tech stack to support smooth AI integration.

• Process Optimization: Mapping out internal workflows to ensure AI adoption doesn't disrupt your daily operations.

In the rush to adopt new tools, the winners won't just be the ones who move the fastest—they’ll be the ones who built the best foundation to grow on.

Guide:

• Corey Falls, Senior Business Technology Advisor

#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