July 17 - July 18

Napa Valley

California

Summer 2026

Join us in Napa Valley, California for the second CXO Summit of the year. Explore the venue, sessions, and more below!

The Venue

Marriott Napa Valley

Experience the best of Wine Country at Napa Valley Marriott Hotel & Spa, a relaxing retreat in the heart of Northern California designed for rejuvenation and refined comfort. Enjoy stylish rooms and suites surrounded by lush gardens, or unwind by our resort-style outdoor pool with Coconut Club. 

The Agenda

Friday - July 17, 2026

All Day

Attendees Fly-In

Attendees should fly in by 3:00pm to give enough time to get checked into your room

5:45pm

Meet in the Lobby for Dinner | Bus Leaves at 6pm SHARP

Leave at 6:00pm

6:30pm

Dinner – Brasswood

Dinner reservation at Brasswood at 6:30pm – 3111 St Helena Hwy North, St Helena, CA 94574

Saturday - July 18, 2026

7:00am

Breakfast

7:55am

Settle into the Meeting Room

Get settled in before we begin the first session of CXO Napa!

8:00am

Opening Comments

Led by: Brian Pasch, Pasch Group

8:15am

What's New With You?

Led by: Gray Scott

9:15am

What Have We Learned About Website Optimization

Led by: Brian Pasch

9:45am

Relational Database Primer

Led by: Brian Pasch

10:00am

Coffee Break

10:15am

Maximizing Co-op at Scale: Turning Manufacturer Funds into a Predictable Profit Center

Led by: Mark Baruth, COOPABLE

In an environment of rising OEM scrutiny, complex guidelines, and multi-rooftop complexity, many large dealer groups leave significant manufacturer co-op dollars unclaimed or underutilized. Drawing from COOPABLE’s management of more than $360 million in annual co-op funds across hundreds of clients, this session will explore how centralized processes and modern tools transform co-op from an administrative burden into a reliable, scalable profit driver.

Key Topics Include:

  • Common leakage points and compliance challenges at group scale
  • Strategies for centralizing co-op management across brands and rooftops
  • Real-world frameworks for improving utilization, reimbursement speed, and ROI
  • Live walkthrough of a centralized co-op dashboard that delivers portfolio-level visibility, real-time alerts, claims tracking, performance insights, and optimization recommendations

Attendees will leave with actionable ideas, a co-op maturity self-assessment framework, and practical steps to implement stronger oversight — whether they manage 10 rooftops or 100+.

11:15am

AI and the Future of Dealership Websites

Led by: Sam Vukas & Joel Matteson, Dealer eProcess

12:15pm

Lunch

1:15pm

Member Show & Tell

Led by: Jim Kosobucki & Others

2:00pm

One Customer, Two Departments: The Broken Link Between Sales and Service

Led by: Michael Affronti & Drew Adler, DriveCentric

3:00pm

Beer Break

3:15pm

Hands on AI Building Session

Led by: Gray Scott

4:30pm

Meeting Concludes

5:45pm

Meet in the Lobby for Dinner | Bus Leaves at 6pm SHARP

Leave at 6:00pm

6:30pm

Dinner – The Guest House

Dinner reservation at Eleven Eleven Winery at 6:00pm – 620 Trancas St, Napa, California 94558

Sunday - July 19, 2026

11:00am

Hotel Check-Out

Check-out of your hotel room

All Day

Members Fly-Out

Grab a ride-service and head to the airport to fly-out of Scottsdale

Sponsored By:

Only 25 Seats Are Available, Act Fast!

To encourage privacy and intimate education we cap our meetings at 25 members. Secure your spot now and experience three transformative events per year with us. Apply today!