What do companies like Chick-fil-A, Disney, IBM, and Deloitte have in common?
They know how to create a cohesive, purpose-driven culture that empowers every role — from the front line to leadership — to forge meaningful connections between the brand, employees, and clients.
Discover the secrets to building strong, lasting relationships through practical insights and real-world examples. You’ll learn to create exceptional, trust-based interactions that not only engage your employees and clients but turn them into long-term advocates of your brand. Join us as we explore proven techniques that have shaped some of the world’s most successful brands — and see how they can transform yours too.
The Business Owners’ Summit is free to business owners invited by a sponsor. Interested in attending but don’t have a sponsor? Email us.
7:15‐8:00 Breakfast Buffet
8:00‐8:07 Opening Prayer and Pledge of Allegiance by Jeff Wakefield of Marketplace Chaplains; Welcome by Ryan Solt, Director of Client Relations, The Capital Chart Room
8:07-8:08 Video from TCCR
8:08-8:12 Video from Media Partner, Satori Capital
8:12‐8:19 Opening Cami Miller, VP of Stakeholder Experience, Satori Capital, as Master of Ceremonies, Introduction of Mayor Mattie Parker
8:19-8:39 Mayor Mattie Parker: State of the City and Forecasting/Trends
Join Mayor Mattie Parker for an insightful update on the state of the city of Fort Worth and an in-depth look at the business trends shaping 2025. The Mayor will highlight Fort Worth’s recent achievements, ongoing initiatives, and the city’s vision for future growth. A key focus will be how businesses are evolving to prioritize client services, creating meaningful connections that drive success in an increasingly competitive market.
8:39– 8:49 Q&A with Mayor Mattie Parker
8:49-8:51 Introduction of Summer Jelinek by Speaker Partner, Whitley Penn
8:51–9:18 Summer Jelinek, Keynote: Unlocking the Magic of Leadership: 5 Keys to Inspire Yourself, Empower Others and Drive Extraordinary Results
Derived from Summer’s experience as a leader at Walt Disney World and Disney Institute, The 5 Keys to Unlocking Your Leadership Potential will introduce you and your audience to the Magic of Leadership, an easy to implement model that shows how you and your organization can take very specific steps to create and maintain a high performing culture.
9:18-9:28 Q&A with Summer Jelinek
9:28– 9:43 Networking Break #1
9:43-9:45 Introduction of Cody Loveland by Speaker Partner, Bank of Texas
9:45 – 10:05 Cody Loveland: Meaningful Connections Behind the Scenes: Experiences Matter Most
What experience are leaders providing in the workplace? Do we create the same level of customer experiences and service for employees as we do our customers? Cody Loveland takes us through the steps to creating the experiences that matter most for our teams.
10:05 – 10:25 Technology and Tools Panel
Discover how industry leaders leverage cutting-edge technology, innovative tools, and emerging trends to foster stronger internal and external connections. This panel will explore strategies for enhancing team collaboration, streamlining communication, and building meaningful client relationships in a rapidly evolving digital landscape.
10:25-10:40 Networking Break #2
10:40-10:42 Vince Collins, Square AV
10:42-10:44 Introduction of Ivonne Kinser by Speaker Partner, TCU (Executive MBA Program)
10:44‐11:04 Ivonne Kinser: Vision to Voice: Marketing Strategies That Connect
Learn how to align your marketing efforts with business goals to build trust, strengthen relationships, and drive engagement. Through real-world examples and actionable insights, this talk will showcase how unified branding, communication, and technology approaches can amplify your reach and deepen connections. Perfect for professionals seeking to elevate their marketing strategy and create meaningful, lasting relationships with every stakeholder.
11:04-11:06 Introduction of Scott Clemons by Speaker Partner, Dismuke & Waters
11:06-11:26 Scott Clemons, Brown Brothers Harriman: US Economy and Markets in 2025
Gain valuable insights into the state of the U.S. economy in 2025 with this forward-looking discussion. This talk will explore the key economic trends, challenges, and opportunities shaping the nation’s financial landscape, including labor market shifts, technological advancements, and the evolving global trade environment.
11:26-11:36 Q&A with Scott Clemons
11:36-11:45 Closing Comments, Cami Miller, Master of Ceremonies
Noon – 1:30 Breakout Lunch Session by Brown Brothers Harriman: Q&A with Scott Clemons, BBH Economist, followed by ‘7 Actions Owners Can Take to Increase Business Value,’ with Len Fishman (Limited seating.)
MAYOR MATTIE PARKER has served as the 45th Mayor of Fort Worth, Texas since 2021. With a pioneering spirit and determination to leave things better than she found them, Mayor Parker has been successful in implementing key efforts and community partnerships to bolster Fort Worth’s development, improve public safety, expand access to education and workforce opportunities, and advance the overall quality of life for all residents.
SUMMER JELINEK is more than just a leadership expert. She’s a seasoned professional with a knack for transforming organizational chaos into a well-orchestrated symphony. As a leadership author, keynote speaker, and trainer, she’s spent over two decades honing her leadership skills, notably at Walt Disney World, the Disney Institute, H-E-B/Central Market, and even a ski resort. Summer’s true passion lies in connecting with global audiences, particularly those intrigued by the nuanced art of leadership.
CODY B. LOVELAND is a high-energy and dynamic speaker with over 10K hours of presentations worldwide, inspiring audiences with a blend of education, entertainment, and emotion. He works with organizations who want to create and utilize an irresistible onboarding experience to make their employees more effective in the first 5 days and beyond.
IVONNE KINSER is a marketing powerhouse with over 20 years’ experience and more than 30 awards to her name for creativity, performance, and innovation. She is the first Latina to receive the DFW AMA’s Lifetime Achievement Award, and was named to the ‘100 Most Influential Latinas in the U.S.’ list for two years. She leads Avocados From Mexico’s marketing and innovation, earning recognition on Fast Company’s list as the #1 Most Innovative Company in branding.
SCOTT CLEMONS, Partner and Chief Investment Strategist at Brown Brothers Harriman, is a leading expert on the economy, financial markets, and investing as one of the firm’s primary writers and speakers. He began his career in international equities, managing European and Asian portfolios, before expanding into domestic equity management and leading the firm’s Private Wealth Management business in New York.
As vice president of stakeholder experience at Satori Capital, Cami Miller focuses on delivering the highest quality of service and support to Satori’s stakeholder groups, including investors, team members, and the broader community. She leads the investor experience team, which aims to provide the highest quality assistance to Satori’s investors by responding to requests and inquiries, providing reports and analyses, and ensuring seamless execution of investment plans, among other responsibilities. She also oversees team-focused initiatives such as recruiting, employee on-boarding, performance development, and perks and benefits, while acting as a liaison to Satori’s leadership team for certain strategic firmwide initiatives.
She has served on the Membership Committee for SteerFW, on the Networking Committee for Texas Wall Street Women, and as the co-chair for the Blue Zones Project Implementation Committee. She is actively involved in the Fort Worth fitness community and is an advocate for wellness initiatives in both the community and the corporate workplace.
The Business Owners’ Summit was started by Jeff Holler, Founder and CEO of The Capital Chart Room. Jeff wanted to bring business owners together in a meaningful, value-added event, thus the Business Owners’ Summit.
The Capital Chart Room is a Fort Worth-based firm that comes alongside owners of successful private businesses who are experiencing increasing complexity to help them achieve their short- and long-term legacy goals. Their primary focus is to integrate their clients’ business and personal planning to ensure that together they will achieve the desired legacy outcomes. The Capital Chart Room specializes in creating clarity out of complexity so clients can spend more time focusing on the things they love to do and less time worrying about what comes next.
The Business Owners’ Summit was created by business owners FOR business owners, and the content and topics are designed to address the needs and concerns of business owners today, as well as to provide a sales-free networking and idea exchange environment.
“Fantastic event, blending top-tier speakers with valuable local networking opportunities with fellow business owners. The topics discussed were highly relevant to today’s business environment, providing actionable insights. The event was well-organized, allowing attendees to fully engage with the content and each other. Highly recommend for business owners looking to stay ahead in a dynamic economic landscape.” – Bran Krafft, Topographic
Business professional or business casual.
Yes, we will have two networking breaks. We also encourage you to arrive at 7:15 am so you can get breakfast and network before the event begins. Many attendees linger after the event concludes to visit with colleagues.
Contact Ryan Solt at rsolt@thecapitalchartroom.com or 817-801-6455.
Due to the popularity of this event and the capacity of the venue, registration closes April 15, 2025.
The Business Owners Summit is an invitation-only, exclusive event presented by The Capital Chart Room and trusted sponsors. Business owners invited by a sponsor do not pay to attend the Summit.
Bigger Than Business is the show where you’ll discover real-world stories of business owners living their purpose. You’ll encounter men and women all over the world who draw strength from understanding why they do what they do and how they remain true to that purpose through the ups and downs every business owner will face.
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