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Do you want to…

Grow your business?

Take time off without worrying about the office?

Learn petro industry best practices?

Improve business infrastructure and operations?

Achieve excellence?


The CEO Exchange brings together non-competing petro business owners to exchange ideas and strategies in a confidential environment where you’ll discuss your most pressing questions and the hottest topics in the industry.  You will have the opportunity to work with other owners where you will discover immediate and long-term, proven solutions that translate into hundreds of thousands of dollars in new revenue or savings.

Topics from previous round table discussions include:

  • Make high volume, low margin customers more profitable
  • Create a consistent cash flow during slower months
  • Ensure your business runs like a well-oiled machine when you’re not there
  • Solve internal communication slowdowns or breakdowns
  • Meet project deadlines faster
  • Have your team constantly generating multiple ideas to drive extra revenue to existing profit centers
  • Find and assess potential diversification ideas
  • Any many more

Petro marketers have unique struggles. From dispatch and driver issues, to difficult competitors, troublesome employees, and super tight margins, The CEO Exchange is the best opportunity to share successes and ideas with other petro marketers. Plus there is always time for networking with other petro business owners; you’ll be amazed at some of the deals that are generated at The CEO Exchange.

The CEO Exchange is for petro Owners, CEOs, and GMs only. Meridian offers other events: Focus on Competitive Advantage, Women in Petroleum, and Future Petro Owners, that are more inclusive of all petro employees.

April 24 and 25, 2018 Dallas, TX
Tuition Includes All Meals!

“I walked away from The CEO Exchange with specific ideas to improve the profitability and cohesiveness of our business to the tune of 6 figures.”

Bill Gallager,
Offen Petroleum

We are committed to giving you the personal attention you deserve so you can reach your profit goals, so seats are limited. Don’t be disappointed: Click To Call 800-728-9005.

The CEO Exchange 2018 Speakers

Curt Steinhorst

The Multi-Generational Workforce in the Age of Distraction

Do you ever hear your seasoned veteran employees complaining about the younger workers in your business?

Curt Steinhorst studies, speaks, consults, and writes about the impact of communication technology and generational differences within today’s workplace. He is the founder and CEO of Focuswise, a consultancy that equips organizations to overcome the distinct challenges of the constantly-connected workplace. He’s also an ongoing contributor and certified speaker at the Center for Generational Kinetics, the premiere organization for generational research in North America.

As a millennial who was diagnosed with ADD as a child, Curt knows intimately the challenges companies face in keeping the attention of today’s distracted workforce and customer. He has coached executives, TV personalities, and well-known professional athletes on how to effectively communicate and create focus when they speak to audiences, lead their employees, and engage their customers. Curt’s unique insight and entertaining speaking style has captured the attention of audiences worldwide. He speaks more than 75 times a year to organizations that include AllState, General Motors, McDonald’s, Citi, and The United States Naval Academy.

His book, ‘Can I Have Your Attention? Inspiring Better Work Habits, Focusing Your Team, and Getting Stuff Done in the Constantly Connected Workplace’ (published by Wiley) was released nationwide on October 9th, 2017, and was a #1 new release on Amazon.

Philip Daus

Pricing Excellence in Downstream O&G

Are you managing your prices systematically and effectively?

One of the most popular PetroAnswer speakers of 2017, we’re excited to welcome Philip Daus to CEOX! Philip’s areas of expertise include market segmentation and go-to-market strategies, pay-for-performance systems, discounting strategies, and supporting clients with Key Account price negotiations. Philip Daus has more than 14 years of experience in the area of pricing & strategy and helps his clients to raise EBITDA margins by 1 to 5 %-pts. on average. Hear about some of the secrets that lead to greater Pricing Power and learn about state-of-the-art methods &  tools that will help you to create Pricing Excellence within your organization.

Philip is an associate professor at I.E. Business School, teaching Strategic Pricing in the MBA program, and regular speaker/panelist at conferences. In 2013 he was recipient of the “Simon-Kucher Innovation Award”. Philip has an MBA from I.E. Business School. He also holds an M.Sc. (Dipl.-Kfm.) from WHU Vallendar, Germany, with studies in Spain (ICADE), Brazil (FGV) and India (IIMB).

Philip was born in Germany but moved to Texas as soon as he could. He, his wife and their daughter now live in Houston.

Dr. Kevin Elko

Using the Power of Resiliency and Getting Stuff Done

Do you not finish projects that you’ve started or have you put dreams on hold due to time constraints?

There’s a feeling that’s shared by high achievers, winning teams and top sales professionals all over the world. It’s the feeling that nothing can stop you. Whether it’s past failures, mistakes, regrets, worries about the future, anxieties about money, health or relationships.  All of these are mere speed bumps on their fast track to overwhelming success and personal fulfillment.

Dr. Elko is a renowned Performance Consultant, Speaker and Author.  In the sports world, Dr. Elko consults with The University of Alabama and The Florida State University Football Teams.  Together, they have won four of the last five BCS National Championships! He also helps build winning cultures in the business world as he speaks to various successful organizations across the country.

It’s the “in-the-zone” feeling of supreme confidence, almost a swagger, coupled with a peak optimism level, knowing that all outcomes are designed for their own betterment. And it’s a feeling of universal kindness, of respect for their fellow man, that allows them to freely work toward their fullest talents and abilities, realizing their greatest potential. He is the author of four books: Nerves of Steel, The Pep Talk, Touchdown and True Greatness.


Betsi Bixby

Betsi and her company Meridian Associates, Inc. currently assist over 3,700 of this country’s privately held, family-led petroleum companies increase cash flow and profits through education, strategic planning facilitation, merger mediation, business valuation and brokerage services. Her message is one of executable steps and core competencies that every business owner or manager needs to know.

Betsi has been applying her extensive financial knowledge and experience to the petroleum industry for over two decades. Through her quarterly Money Matters column published by the Petroleum Marketers Association of America (PMAA), and many state and regional petroleum, convenience store, and propane associations, years of publishing her newsletter The Meridian Financial Advantage, and now her membership website, she clarifies and simplifies complicated subjects into concrete step-by-step processes that dramatically impact company performance and profits. Recently being voted the “Best in the US” by PMAA in the category of “Family Petroleum Business Advisors”, she has become the most widely read expert in the Petroleum industry.

In addition, each year since 1992, hundreds of petroleum marketers have attended Betsi’s hard-hitting conferences. Betsi is familiar with virtually all major refiners, conducting regular educational sessions for the industry’s biggest brands.


“Betsi does an excellent job of identifying topics of interest to CEOs.”

John Wilfong,
Sierra Petroleum

Click To Call 800-728-9005 For More Details


The CEO Exchange will be hosted at the
Four Seasons Resort in Dallas, Texas
April 24 and 25, 2018


When packing for The CEO Exchange in Dallas, be sure to throw in some extra athletic gear and make use of the luxury Resort’s par-70 TPC Four Seasons Las Colinas golf course (site of the PGA’s AT&T Byron Nelson), pools and lavish tennis and sports facilities. Much like an active country club experience, your every leisure, sport and business need will be met by the exceptional resort amenities and attentive staff. Extend your stay to take in the sights of Dallas including the Dallas Arts District, The Dallas Arboretum and Botanical Garden, or the excellent Dallas night life.

“This is my third The CEO Exchange event and I find it so important to my overall growth! At these events I know I am not alone and the only one with issues!”

Jacqueline Hart,
Hart Petroleum

Click To Call 800-728-9005 For Details

Frequently Asked Questions

  1. Do I have to bring my financials or any private information? Absolutely NOT. No financial information is shared at this meeting.
  2. Do I have to speak in front of the room? Participants will not be asked to do any presentations. All confidential discussions are held in small table-size groups of non-competing marketers. Only Betsi and our speakers will be speaking in front of the room.
  3. Am I expected to share confidential information in The CEO Exchange discussions? No, participants will only share information at a level you are comfortable with.
  4. Will I be seated next to my competitors during The CEO Exchange discussions? Chances are you may have one or more competitors at the event, which is all the more reason why you don’t want to miss this event. In all discussions, we’ll make sure your direct competitors are at a different table.

“This was the best industry event with the highest quality thought leaders I’ve ever attended and I’ve been to many.”

Cecil Worsley
Petro Owner

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Our No Questions Asked Guarantee

The CEO Exchange is 100% risk-free for you. Meridian has over two decades experience with demanding petroleum marketers and is confident The CEO Exchange will fulfill promises,  exceed your expectations, and provide the fuel for you to experience record profits when you implement what you have learned at this event.

If, at the end of the two days, you’re not completely 100% satisfied with what you gleaned from The CEO Exchange, Meridian will refund your tuition – No Questions Asked. Simply talk to one of our team members at the event and they will handle your refund as soon as they return to the office.

Meridian is a company with a strong foundation and a history of integrity and results, who firmly stands behind The CEO Exchange.

CPERegistry_150 LOGOMeridian Associates Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:   Click here for additional CPE details.