Keynote

Mastering the Art of Annual Planning

Tuesday, September 15, 2026 9:30 AM Main Stage

Session Overview

A strong annual plan does more than set goals—it creates clarity around where your business is going, what matters most, and how your team will get there. In this keynote, Casey Clark will walk through a practical approach to building a focused 2027 plan that connects your long-term vision to the priorities, people, and actions that will move the business forward.

With insights from special guest Scott Snider, CEO of Exit Planning Institute, you’ll also explore how the decisions you make today can build a stronger, more valuable business for the future.

What You’ll Learn

  • Turn vision into priorities by identifying the few initiatives that matter most for 2027.
  • Connect your annual plan to long-term business value so today’s decisions support where you ultimately want the business to go.
  • Create alignment and accountability around the people, actions, and milestones required to execute the plan.
  • Use Catapult to strengthen your plan, capturing ideas and commitments throughout the conference that can be put into action when you return home.