Scaling Up Momentum Forum:
Aligning Next Generation Leaders

The Scaling Up Momentum Forum has been carefully designed to empower Integrators and their leadership teams to scale their businesses smarter and achieve sustainable growth, paving the way for the next generation of business.

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Unlock the Keys to Future-Proof Leadership and Accelerated Business Growth

The business landscape is evolving faster than ever. The challenges you face today are different, complex, and demanding. How do you prepare your team for the future? How do you equip the next generation to not just fill the gaps but redefine success? And perhaps the most pressing question of all, how do you accelerate growth while developing sustainable leadership?

Welcome to The Scaling Up Momentum Forum: Aligning Next Generation Leaders – a transformational program designed to address these very challenges, delivering practical solutions that work in the real world. This isn’t theory. This is momentum in action.

Your Pain Points, Reimagined as Opportunities

We get it. The pressure to maintain a competitive edge while developing a new generation of leaders feels like an impossible balancing act. Time runs short, resources stretch thin, and the road ahead looks anything but clear.

That’s why this forum was crafted with one purpose in mind—to solve these pain points head-on. Through a proven methodology shaped by industry-leading experts, you’ll discover actionable strategies to:

  • Bridge the leadership gap with confidence and purpose.
  • Accelerate measurable growth without losing focus on what defines your organization.
  • Build collaborative and empowered teams ready to tackle the challenges of tomorrow.

What Makes This Forum Different?

This isn’t a classroom. It’s not a series of bullet-point slides. It’s an experience.

A stacked approach to coaching

Accelerate results with the Scaling Up platform, a world-class coach, and an aligned peer network. 

High collision, collaborative environment

Work with leadership teams from other elite, mid-market integration to help you think bigger and think bolder.

One Page Strategic Plan and 90-day action plan

Align your team using a strategic, digestible plan that drives results.

Results You Can Expect

By joining, you can expect clarity on your growth strategy, the tools to build a more capable leadership team, and the confidence to take decisive action. The insights you gain here will lead to real-world outcomes that amplify both personal and business success.
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After an intense and energizing day, you and your company leadership team will be ready to take action on the strategic decisions and commitment necessary to take your business to the next level.

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Master the four decisions that will help your business rise

Implement the Scaling Up tools and techniques necessary to propel your organization forward. This forum is based on four key decisions you must get right to scale:

Cash

Focus the management team on profit improvement and cash generation.

Strategy

Powers long-term growth and pricing power.

People

Build a culture and systems that attract, retain, and develop the best people.

Execution

Reduce drama by driving down ownership,
decision-making, and problem-solving.

Everything you need to know about the Scaling Up Momentum Forum

Kick-Off Meeting:

August 19th -20th, 2025

Where:

DFW Texas

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This isn’t a classroom. It’s not a series of bullet-point slides. It’s an experience.

What others are saying.

Tim Zacharias

President
Cougar USA

Dumi Gunawardena

Managing Partner and Board Member
Synergen Health

Daniel Schmitdendorff

President and CEO
Communication Company

Tim Bock

Director of Sales and Marketing
Digital Resources


"Mark’s driving home some key points we really need to work on.It’s always good to have other companies and owners to bounce ideas off—what they’re doing, what we’re doing—and share that. That kind of collaboration is priceless.”

Mike Lawshe

CEO & Chairman
Master Video Systems Inc.


"As a third-generation family business since 1953, we've evolved through 10 business models and countless challenges. Coming out of COVID, scaling was our next step—and RISE is helping us do that. They’re guiding us in turning core values into actionable strategies, making growth structured and sustainable."

Jorge Rodriguez

Director, Project Management
Branch Audiovisual


" Mark’s been fantastic. The format is truly unique—it’s not just about learning from a speaker, but collaborating with other integrators who are facing the same challenges we are. We’re all excited to take what we’ve learned back to our teams and keep growing together as a company. "

Here’s the deal about coaches—and why you need one.

Coaches meet you where you’re at and help you move forward—plotting your company’s goals and crafting a strategic, practical, and clear action plan to get there. 

It’s likely you already have the answers to your own questions. But starting with the right questions changes everything. 

That’s exactly what business coaches specialize in.

Business coaches offer invaluable outside perspectives—helping you discover the strengths, weaknesses, and possibilities of your business that can be hard to see when you’re knee-deep in the day-to-day grind. 

Meet world-class Scaling Up coach, Mark Fenner. 

Mark has coached 50+ business leaders to unthinkable, extraordinary success. For over 30 years, Mark’s stacked approach to coaching has inspired CEOs, business owners, and leaders to not only think bolder—but get the results they’re after, faster. 

As a certified Scaling Up Coach, Mark leverages the proven Scaling Up business framework to help leadership teams overcome roadblocks to sustainable growth. Plus, he’s a John Maxwell certified leadership coach and has earned a CSP (Certified Speaking Professional) designation with the National Speakers Association. Mark’s proven success has inspired the countless businesses to scale up and reach new heights. With his guidance, your business and lifestyle goals will no longer be a dream. They’ll be your reality.

Overview

Culture

  1. Learn how culture can change the game.
  2. Discover and validate your core values.
  3. Learn how to integrate culture-driven behaviors.

Cash

  1. Shift the focus to cash and profits versus revenue.
  2. Teach and implement the 7-levers managers can control to improve profits and cash.
  3. Develop a financial dashboard to serve as the ultimate scoreboard of success. 

People

  1. Practice the Accountability Framework to drive down decision-making, problem-solving, and ownership.
  2. Use Functional Accountability to get the right people doing the right things right.
  3. Talent assessment framework to hone hiring, onboarding, development, and succession.

Strategy

  1. Learn the framework for standing out as unique and valuable to your customers.
  2. Document your flywheel to accelerate momentum.
  3. Find your X-Factor – Your 10-X competitive advantage.

Execution

  1. Master the Rockefeller Habits.
  2. Learn to leverage the quarterly planning framework.
  3. Key Performance Indicators (Leading Indicators and Lagging Measures).

Other Details

  • Investment - $15,000 for you and up to 2 additional team members
  • Intimate - Limited number of companies.
  • Satisfaction Guaranteed - If you're not 100% satisfied on the first day, you can return your materials for a full refund.
  • Four quarterly workshops
      • (1) 2-Day Kickoff
      • (3) 1-Day Forum style learning, sharing, and planning days
  • Monthly CEO Mastermind for you.
  • A Scaling Up Momentum Forum Workbook.
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Don’t Take the Leap Alone

Leadership requires bold choices but also the wisdom to learn from others. The Scaling Up Momentum Forum combines both. You’ll leave feeling not just equipped and energized to move forward but with a confidence that comes from a group of like minded peers to share experiences.

Take Action Today!
Are you ready to empower the next generation of leaders and drive sustainable growth? Don’t wait for the perfect time to start. The time to unlock your leadership potential and propel your business forward is now.

Satisfaction Guaranteed - If you're not 100% satisfied on the first day, you can return your materials for a full refund.

100% Money-Back Guarantee
Reserve Your Spot in the Forum Now
This is your opportunity to turn today’s challenges into tomorrow’s strengths. Join us and step into a future filled with momentum, progress, and success.
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