Executive Forum

2024 Agenda

Alexander Group’s Executive Forum sets the gold standard for rich content, world-class speakers and Global 2000 executive guests across today’s ecosystem. Speakers and guests include leaders in C-suite, revenue, sales, marketing, operations, customer success and HR/talent/people roles. Hear their company’s convergence stories, personal leadership journeys, and impactful growth transformations. Join the hundreds of Forum guests who have taken away ideas and actions that can make a meaningful difference in your growth plans and workforce/customer initiatives.

Wednesday, November 20th

8:00 a.m. – 9:00 a.m.

Group Breakfast

9:00 a.m. – 9:15 a.m.

Official Forum Welcome

9:30 a.m. – 10:45 a.m.​

EXECUTIVE LEADERSHIP PANELS

Featuring the lens of revenue ecosystem leaders in defining and thinking about convergence.

    1.  Revenue/Sales Executives

AvantorJim Bramwell, EVP, Sales & Customer Excellence
EISAnshu Mehrotra, Chief Commercial Officer
HPAnneliese Olson, SVP & Managing Director, North America
Equinix Arquelle Shaw, SVP, Americas Sales

    2. Marketing Executives

ADP Gus Blanchard, Chief Marketing Officer 
ElementBlake Cahill, SVP, Global Marketing
KARL STORZSonal Matai, Managing Director & President, U.S. Business

    3.  Customer/Services Executives

DropboxDebbie Dunnam, Former Chief Commercial Officer 
IVX HealthDoug Ghertner, CEO
Schneider ElectricBryan Stevens, SVP, NAM Strategy & Operations, North America

11:00 a.m. – 12:00 p.m.

Special Event!

1:1 Leadership Networking (Part I)

12:00 p.m. – 12:40 p.m.

Group Lunch

12:40 p.m. – 1:40 p.m.

Keynote Panel: Convergence & the Value of Constructive Tension

The customer touching functions…Marketing, Sales, Service, Operations…are converging into a more fluid structure that produces a better customer experience. Convergence doesn’t cause functional leaders to agree all the time. Tension is a given as marketing, sales and service naturally pursue different, sometimes competing strategies. The trick is to make such tension constructive. To produce and execute coherent strategy. This session will explore how leaders systematically manage this tension to elicit better thinking, find more ways to add value and improve your organization’s culture in the process.

UPS – Chris Byrne, Recent President, Marketing Strategy & Brand 
Quantis.aiCate Gutowski, Chief Executive Officer
HumanaTracy Nolan, SVP, MarketPoint

2:00 p.m. – 3:15 p.m.

EXECUTIVE LEADERSHIP PANELS (Continued)

    1.  Revenue Operations Executives

LennoxLanessa Bannister, General Manager, Lennox Residential 
VaronisGuy Melamed, Chief Financial Officer & Chief Operating Officer
ServiceNowParisa Naseralavi, SVP, Global Operations & Monetization
YahooKalina Nikolova, Recent SVP, Business Ops & Strategy

    2.  HR/People Executives

UKGJulie Develin, Senior Partner, HCM Advisory & Human Insights 
CadentJim Johnstone, Chief People Officer
Cox Media GroupMary Ellen Marcilliat-Falkner, EVP, Chief People & Administrative Officer
Verizon BusinessKaryn Stetz, Senior Vice President, Human Resources

    3.  Digital Executives:  AI/Data/Analytics Executives

Andersen CorporationKelly Aronson, Chief Digital Officer, SVP 
CHG HealthcareScott Boecker, Chief Digital Officer
Bria.aiChris MacDonald, Head of Gen AI Solution Architecture

5:00 p.m. – 6:00 p.m.

Keynote: Transformation & Convergence Within a Scaled Media Company

Steve Ellis, Chief Operating Officer
Paramount Advertising

6:30 p.m. – 9:00 p.m.

Industry Receptions & Dinners

Thursday, November 21st

8:00 a.m. – 9:00 a.m.

Group Breakfast

9:00 a.m. – 10:00 a.m.

Keynote: Accelerating Growth in a Time of Convergence

Lara Caimi, President, Worldwide Field Operations
Samsara 

10:00 a.m. – 11:00 a.m.

Keynote: A People-First Culture Drives Convergence Across the Revenue Function

How do you converge marketing, sales, and service to deliver an exceptional customer experience?  Organization, process, and metrics matter.  But nothing really happens until leadership gains the trust of colleagues across all the customer-touching functions.  With a clear, united mission.  With consistent, smart investments.  And with unwavering support to do the right thing for customers no matter what.  Hear how Jason Marx, CEO of Wolters Kluwer Tax & Accounting, discovered that delivering a great customer experience starts with delivering on the promise of a great colleague experience. 

Jason Marx, Chief Executive Officer, Tax & Accounting
Wolters Kluwer 

11:15 a.m. – 12:30 p.m.

Interactive Focus Sessions

Discussions on the Impact of Convergence in 4 Key Areas

    1.  People/Talent

Martha Delehanty, Chief People Officer
Commvault

    2.  Operations:  Process, Productivity & Enablement

Shawn Lewis, EVP, Global Revenue Enablement & Customer Success
Sage

    3.  Revenue Leadership

BJ Schaknowski, Chief Executive Officer
Symplr

    4.  Customer Experience

Teresa Anania, Chief Customer Officer
Sophos

Wendi Sturgis, Chief Executive Officer
Cleverbridge

 

12:30 p.m. – 1:50 p.m.

Lunch & Industry Networking: Connections & Trends (Part II)

2:20 p.m. – 3:20 p.m.

Keynote Panel: How Convergence is Reshaping the Revenue Ecosystem of Alliances & Partners

As companies look for new opportunities to improve CX and drive growth they’re not just looking internally.  Externally, they’re forging new relationships with companies in traditional and non-traditional areas to access new markets, increase the value of solutions, and help customers achieve lasting results. Hear senior leaders share how they are creating these new pathways to growth and leveraging convergence across the ecosystem.

NBCUniversalZach Chapman, SVP, Global Partnerships 
HPKobi Elbaz, SVP & GM – Global Channel, Sales Innovation & Ops
ServiceNow – Erica Volini, SVP, Global Partnerships

5:00 p.m. – 6:00 p.m.

Keynote: View from the C-Suite—How Convergence Delivers Enduring Growth

Enduring leaders know that the key to delivering consistent results is relentless focus on two things; serving customers and developing talent. They know that convergence is the key to doing both successfully. Hear how enduring leaders are converging Marketing, Sales and Service to deliver a better customer experience. How these leaders are helping their teams be more effective, productive and engaged. And how emerging technology and AI are helping to strengthen both customer and employee relationships through transformative insight and speed.

Sam Conaway, President, U.S. Sales – Cardiology Group & Chair, Close the Gap
Boston Scientific

6:00 p.m. – 8:00 p.m.

Special Event: Casino Night (Reception)

Friday, November 22nd

8:00 a.m. – 9:00 a.m.

Group Breakfast

8:45 a.m. – 9:15 a.m.

Special Keynote: A Generative AI Journey to Results

Shonodeep Modak, Chief Marketing Officer, North America
Schneider Electric

9:15 a.m. – 10:15 a.m.

Closing Keynote: Sustaining Leadership Excellence Through Rapid Change

John Foley
Blue Angel Lead Solo Pilot, Stanford Fellow, Best-Selling Author & “Gratitude Guru”

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