The Intelligent DSO Series – Kiawah Island Golf Resort
May 18 - May 20
Invitation Only Event. A private three-day experience for DSO CEOs, CFOs, COOs, and founders focused on the capital, technology, and growth decisions shaping the future of their organizations.
This is not a conference.
No trade show floor. No generic panels. No packed room full of people who are not facing the same decisions you are.
The Intelligent DSO Series is built for candid conversation among a small group of senior operators navigating growth, capital, and infrastructure decisions in real time. We keep the room intentionally limited to 10–12 executives because better conversations happen in smaller rooms.
May 18th – May 20th / Kiawah Island Golf Resort, South Carolina
What you leave with
A clearer view of how sophisticated DSOs are structuring capital in this market
Better frameworks for evaluating technology investment and timing
A sharper understanding of your financial blind spots and visibility gaps
Direct peer relationships with leaders facing similar growth decisions
What’s on the Agenda?
The Intelligent Capital Stack
How growth-stage DSOs are thinking about debt, equity, and equipment financing without boxing themselves in later.
Financing Clinical Technology
How to evaluate emerging technology investment when innovation cycles are moving faster than traditional financing models.
Data-Driven Financial Intelligence
How modern DSOs are moving from backward-looking reporting to sharper, forward-looking financial visibility.