PRIVATE EXECUTIVE ROUNDTABLE
AI Profitability Growth Roundtable
How Retail Leaders Are Using AI to Drive Sales, Retain Talent, and Protect Margins
Join a private virtual discussion with retail and service executives exploring practical ways AI is being used to improve revenue, margins, customer loyalty, and frontline productivity.
OVERVIEW & AGENDA
Date:
September 23, 2026
Time:
1PM EST, 10AM PST
Format:
Private Virtual Roundtable
Designed For:
CEOs, COOs, CROs, CMOs, VPs of Operations, Growth Leaders, and senior executives in retail, restaurant, pharmacy, grocery, home improvement, and service chains.
Retail leaders are under pressure to meet sales and margin goals while managing rising costs, labor challenges, market uncertainty, and rapid advances in AI.
Most retail leaders recognize that AI has become essential to improving profitability. The challenge is deciding which applications to prioritize and how to deploy them successfully. Learning from the experience of retail peers can help leaders make these decisions with greater confidence.
This private roundtable gives CEOs, COOs, and other senior executives from multi-location retail organizations a place to share practical experiences and explore how to deploy AI while preserving the human connections that build customer and employee trust.
We’ll keep the conversation informal, practical, and focused:
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Spotlight speakers will open the conversation by sharing their experiences, strategies, and lessons learned.
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Peer discussion and Q&A will explore what is working, best practices, and common pitfalls to avoid.
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Participants will leave with practical ideas and potential next steps for their organizations.
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A complimentary vulnerability assessment for the 15 Top Retail Profit Leaks will also be offered.
Topics:
AI, People & Customer Experience
What separates high-performing stores from underperforming ones, and what strategies that have the greatest positive impact on employee performance and customer retention?
Angela Vincent, Senior Retail Brand Leader, has built her career launching stores and turning around underperforming markets for brands including Free People and Scotch & Soda. Angela will share the leadership practices behind her results, including how she approaches hiring, coaching and employee morale to improve store performance and build stronger customer relationships.
AI , Operational Excellence and Financial Performance
How can retailers move from siloed management to connected, real-time performance management, and where can next-generation AI create the greatest operational and financial impact?
Paul Ziv, VP of IT for National Association of Convenience Stores (NACS), and VP of emerging tech and ops for TruAge. Paul works at the intersection of emerging technology, operations and retail innovation. We will kick off this conversation with his perspective on how next-generation AI can connect data, decisions and operations to improve execution and create measurable financial impact.
AI Growth Strategies and Competitive Advantage
How can retailers use AI to amplify what makes their brand distinctive and strengthen a growth strategy that builds market share and lasting customer loyalty?
Jeff Sutton, Enterprise Growth Leader at Deloitte, helps companies build differentiated growth strategies by understanding what sets their brand and customer experience apart. Jeff will share how retailers can use their growth strategy to guide them in making AI investments that attract more customers, enhance the customer experience and drive more profitable growth.
What you can expect
Peer Networking
Connect with other senior retail leaders facing similar growth, margin, staffing, and AI adoption challenges.
Best Practice Sharing
Find out how AI is creating measurable value across sales, operations, marketing, customer experience, and team productivity.
Implementation Support
Leave with useful resources and ideas you can apply inside your own organization to shortcut AI implementation success.
EXECUTIVE HOST
Dale Dubberley
Founder & CEO, Drive Growth Management
Dale helps mid-sized retail and service chains use AI-powered growth management systems to improve customer loyalty, team productivity, marketing ROI, store performance, and operating margins.
ROUNDTABLE TOPICS
Scaling Profitably with AI
Conversations about what's working—and what's not—in today's retail environment.
We'll explore how leaders can use AI to uncover growth opportunities, reduce profit leaks, and give managers clearer actions that improve results across locations.
Just as importantly, we'll share practical experiences and discuss what's actually working inside retail organizations today.
Together we'll explore how customer, team, marketing, and operational decisions influence one another—and how better visibility into these relationships leads to stronger execution, higher margins, and more profitable growth.
You Will Walk Away With . . .
1
Clear Priorities
Know where to focus first: Identify the opportunities most likely to improve sales, margins, customer loyalty, and team performance in your company.
2
Practical TakeAways
Learn what's working for your peers: Real-world strategies retail leaders are using to improve the customer experience, frontline execution and profitable growth.
3
AI Action Plan
Leave with ideas you can apply immediately: Translate discussion into a practical AI implementation goals for your own organization.
4
Greater Confidence
Cut through the AI noise: Understand where AI delivers the highest ROI and measurable business value—and where it doesn't.
5
An Executive Network
Stay connected beyond the roundtable. Continue learning through the AI Retail Profit Insider newsletter, future executive discussions and an informal peer network.
What Our Clients Say . . .
“Drive Growth Management has been thought provoking. You made us think about how we connect customers and team mates. You opened up a world.” - Derek Tweel, Director of Operations, Murphy’s Pharmacare
“We are seeing our vision getting closer to reality because of working with you.” _ Jeff Murphy, VP of Marketing, Murphy’s Pharmacare
Got Questions?
What topics will be discussed?
Each session focuses on practical ways leaders are improving sales and margins by optimizing operations and Customer loyalty and retention Team productivity and engagement Marketing effectiveness Operational performance AI adoption and business value The agenda evolves based on the interests and experiences of attendees.
Will there be a product demonstration?
The focus is on executive discussion and peer learning rather than AI software demonstrations. If attendees are interested, we can show you how our AI Team Coach helps identify performance opportunities and recommend actions to improve profitability in a private follow-up conversations after the session.
Will the session be recorded?
No. To encourage open discussion, the roundtable is not recorded. Participants are welcome to share ideas freely, knowing the conversation remains confidential.
Can I invite another executive from my organization?
Absolutely. If space is available, we welcome additional senior leaders from the same organization. Simply let us know when you register.
Still have questions?
I'd be happy to help. Feel free to contact me directly. Dale Dubberley Founder & CEO, Drive Growth Management 📧 dale@drivegrowthwith.ai 📱 604-318-8111
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