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If you’re not AGILE, you’re FRAGILE!

How to create repeatable lead gen and an AI-powered workforce that’s affordable and scalable.

Sponsored by:

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EGS Round Table

ELITE EXECUTIVES, CEOS & FOUNDERS

THURS, 14 AUG

NORTH CAROLINA

Memberships and Awards

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Event Overview

  • How much time commitment is required?
    We get the fact you’re a business entrepreneur. However, somethings are worth spending the time on. Many CEO/Founders we work with come to us and say “I need to understand this.” This sort of CEO/Founder will attend all sessions, do all the training plus oversee the implementation within their business. They see online as a true means to grow their company. Then we have another type of CEO/Founder - the type that attends with a marketing manager or assistant in tow to help spread the load. The time commitment required is about 2 hours per week to attend sessions. If you choose to do the online training (highly suggested) then you will be looking at approximately 10 hours per module of which there are 12. This does not include your own implementation activities.
  • How much will I need to allocate for implementation activities?
    This is entirely up to the individual business however we would recommend at least $20K for building campaigns and ad spend. It is not compulsory to actually build or execute anything. However, the program content takes on a whole new light and is far more meaningful when you are actually executing on what you are learning.
  • What happens if I miss a session?
    Whilst in an ideal world you’d get to attend every session, life rarely aligns like that. All sessions are recorded and released a few hours after they occur. A copy will be put in your accountability/program board plus you will receive an email with the link.
  • Can I share information with my team?
    Absolutely. In fact, we encourage you to. Once accepted into the program we will advise which sessions are open to your key team and which are for founders/CEOs only. If you would like to have your whole marketing team working harmoniously and “singing from the same hymn sheet.” talk to us about how we can offer a package to train your team.

Growth isn’t something you delegate—it’s your responsibility as a CEO or Founder. Agencies and external teams won’t build the predictable, scalable revenue engine you need. To achieve sustainable growth, you need an in-house team of A-players executing a proven system that delivers results.

Tamara Loehr, a seasoned growth advisor and investor, has successfully scaled hundreds of businesses using Enterprise Growth Systems (EGS)—battle-tested frameworks that equip leaders with the tools, processes, and playbooks to drive revenue, maximize profitability, and build a high-performing, cost-effective team.

This session goes beyond theory, providing a blueprint for action that empowers CEOs and Founders to take immediate control of their company’s growth strategy.

Event Takeaways

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​​Proven Growth Systems

Leverage tested processes to fast-track execution and results.

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Rethink Your Org Structure

Create a hybrid, upskilled workforce that’s agile and cost-effective.

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Increase EBITA & Profit

Leverage AI, automation, and offshoring to scale efficiently.

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Avoid Offshore Pitfalls

Hire the top 1% of global talent and set them up to win.

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Build a Predictable Growth Engine

Implement revenue frameworks that drive repeatable success.

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Maximize Business Valuation

Discover the 3 critical factors that will increase your company's value and drive a higher-multiple exit.

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Own Your Lead Generation

Develop an in-house marketing and sales team that meets aggressive targets.

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Self-Fund Your Growth

Unlock cost savings that can be reinvested into scalable strategies while improving the bottom line.

By the end of this session, attendees will have a clear, actionable roadmap to scale their businesses efficiently and sustainably—without relying on external agencies or unpredictable marketing tactics.

The Speaker

THURSDAY, 14 AUG

TOP RATED GUEST SPEAKER

01

Speaker

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Tamara Loehr

INVESTOR, GROWTH ADVISOR, YPO MEMBER

Forbes Top 11 Most Impactful Female Leaders
Top 150 Real Leaders 2024 | Real Leaders Top Executive 2025

Tamara Loehr is a high-impact growth advisor who helps companies maximize profits and scale efficiently using Enterprise Growth Systems (EGS) and the Top 1% of Offshore Talent from the Philippines. With nearly two decades of experience building, scaling, and exiting brands, Tamara now partners with CEOs and entrepreneurs to drive sustainable growth, implement scalable lead generation, and optimize ethical offshoring strategies

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Recognized globally for her leadership, Tamara has been named one of Forbes' Top 11 Most Impactful Female Leaders and ranked among Real Leaders’ Top 150 Executives. Her sessions provide immediate, actionable insights, giving business leaders the tools they need to take control of their growth.

Expertise:

✔ Driving Growth & Scaling Businesses
✔ B2B Sales & Lead Generation
✔ Strategy & Execution
✔ Global & Hybrid Workforces
✔ Marketing & AI-Powered Automation
✔ M&A & Exit Strategies
✔ EOS & Enterprise Growth Systems (EGS)

Guest Panel

This panel discussion will explore effective strategies to maximize business valuation for an exit, focusing on enhancing profitability and EBITDA, establishing predictable revenue models, and achieving sustainable growth rates that surpass industry norms.

Speakers

Agenda

THURSDAY, 14 AUGUST

Doors open at 3:30 PM EST

4:00 - 5:00 pm

Presentation

5:00 - 6:00 pm

Networking Drinks

Agenda

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Guest Panel

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Guest Panel

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Natalie Nichols

I help $5M+ companies build in-house capability by utilizing offshore teams, proven SOPs & AI. Co-founder of Concertina, an ethical Philippines-based BPO that specializes in marketing, sales & customer service teams.

Jeff Hammer

Forte Impact Advisors / Hammer Forte Consulting - Forbes top-rated Business, Personal, Philanthropy, IP, & Estate Financial Planning

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  • How much time commitment is required?
    We get the fact you’re a business entrepreneur. However, somethings are worth spending the time on. Many CEO/Founders we work with come to us and say “I need to understand this.” This sort of CEO/Founder will attend all sessions, do all the training plus oversee the implementation within their business. They see online as a true means to grow their company. Then we have another type of CEO/Founder - the type that attends with a marketing manager or assistant in tow to help spread the load. The time commitment required is about 2 hours per week to attend sessions. If you choose to do the online training (highly suggested) then you will be looking at approximately 10 hours per module of which there are 12. This does not include your own implementation activities.
  • How much will I need to allocate for implementation activities?
    This is entirely up to the individual business however we would recommend at least $20K for building campaigns and ad spend. It is not compulsory to actually build or execute anything. However, the program content takes on a whole new light and is far more meaningful when you are actually executing on what you are learning.
  • What happens if I miss a session?
    Whilst in an ideal world you’d get to attend every session, life rarely aligns like that. All sessions are recorded and released a few hours after they occur. A copy will be put in your accountability/program board plus you will receive an email with the link.
  • Can I share information with my team?
    Absolutely. In fact, we encourage you to. Once accepted into the program we will advise which sessions are open to your key team and which are for founders/CEOs only. If you would like to have your whole marketing team working harmoniously and “singing from the same hymn sheet.” talk to us about how we can offer a package to train your team.
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The Venue

MacGregor Downs Country Club, 430 St Andrews Ln, Cary, NC 27511, USA

Venue

Tamara waives her speaker fee in return for a contribution towards a charity.

- Complimentary

The Host

Curtis Scott

Vistage Chair at Vistage Worldwide, Inc. 

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Sponsors & Partnerships

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About Our Sponsor

Forte Impact Advisors specializes in providing tailored solutions for business expansion and transition planning, philanthropy maximization, intellectual property optimization, and personal/business tax mitigation strategies. FIA's advisors marry their real-world executive leadership of 9-figure organizations, multi-billion dollar mergers/acquisitions and operations, and financial optimization strategies for hundreds of businesses and CEOs.  With a focus on creating multipliers in strategic transition valuations and philanthropy, they stand out as a firm dedicated to delivering impactful outcomes.

Sneak Peak: Event Speaker Highlights

Event Feedback

“What I loved about this event was that it was structured in a way that was applicable to entrepreneurs. My key takeaway was the lead gen outreach. The way Tamara was able to compress and guide us through that was fantastic.”

- Elora Tantoco, Elora Enterprise

“I’ve done acquisitions, so I know what involved with an exit. I was so impressed with the quality and advice on to ramp your business. It was very specific and actionable, spoken from someone with credibility.”

- Richard Brock, Salestalk Technologies

“I got so much value from this event. We’re trying to be more strategic with our growth so this will help us make smarter decisions. I can’t wait to share this with the rest of our team.”

- Kasondra Mccormick, The Perfect Companion

“Hearing about process and pillars for growth was fantastic. We talk about ROI on our time and this was huge value.”

- Erick Lashley

EGS Round Table

ACTIONABLE STRATEGIES FROM GLOBALLY ACTIVE ENTREPRENEURS & CEOS

What

If you’re not AGILE, you’re FRAGILE! How to create repeatable lead gen and an AI-powered workforce that’s affordable and scalable.

When

THURSDAY, 14 AUG

Where

MacGregor Downs Country Club, 430 St Andrews Ln, Cary, NC 27511, USA

Contact Us

To learn more, don’t hesitate to get in touch

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© 2025 EGS Round Table

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