Alexander Group

Women revenue leaders forum

Agenda

This Alexander Group Forum sets the gold standard for rich content, world-class speakers and Fortune 1000 executive guests across today’s expansive growth ecosystem. Speakers and guests include women leaders in revenue, sales, marketing, operations, customer success and HR/talent/people roles. Hear their company stories, personal journeys, impactful transformations and ways they give back.

Explore how forward-thinking leaders are transforming revenue generation through innovative, data-driven and integrated go-to-market strategies this May.

Tuesday, May 5

11:00 a.m. – 11:20 a.m.

Mindfulness Session: Sound Bowls

11:00 a.m. – 12:00 p.m.

Opening Executive Networking: Meet & Greet

Out-of-the-gate opportunity to meet female leaders attending the Forum. Don’t miss it!

12:00 p.m. – 1:00 p.m.

Group Lunch

Expand and engage your peer connections through in-depth conversations at this lunch…before official sessions begin.

1:00 p.m. – 2:00 p.m.

Forum Welcome & Keynote Address: Defining & Building the Future of Work

Women Revenue Leaders Forum - Keynote - Katy George - Microsoft

Katy George is corporate vice president of workforce transformation at Microsoft. She leads a team focused on understanding AI’s impact on labor markets and shaping Microsoft’s workforce strategy. Previously, she was chief people officer and a senior partner at McKinsey & Company, where she led global operations and workforce research. Katy holds a Ph.D. in business economics from Harvard University and a B.A. from Oberlin College. Her work bridges technology, labor economics and organizational design to prepare for the future of work.

Katy George

CVP, Workforce Strategist & Transformation Leader, Microsoft

2:00 p.m. – 2:20 p.m.

Break

2:20 p.m. – 3:05 p.m.

Interactive Executive Panels 

3 concurrent breakout sessions

1. AI’s Impact on Transformation & Growth

Hear cross-industry leader perspectives and company stories on AI’s impact and empowerment across revenue ecosystem functions (sales, marketing, customer success and talent).  Discover how AI is redefining growth strategies to accelerate decision-making, drive organizational performance, enable scale, and adapt to changing customer/market demands.  Gain practical insights on use cases where companies are driving growth and productivity now. 

Women Revenue Leaders Forum - Panelist - Vandana Bharvani - Pebl

Vandana Bharvani is vice president of business operations at Pebl Inc., where she leads onboarding, benefits and global mobility across 185+ countries. A former director of trust & safety at Google and product & strategy leader at Eightfold AI, she specializes in driving operational efficiency and product velocity for companies in hyper-growth. She is a seasoned strategist known for architecting business pivots that scale. An active angel investor and non-profit founder, Vandana holds an MBA from UC Berkeley and a master's in Engineering from Cornell University.

Vandana Bharvani

Vice President, Business Operations, Pebl

Luica Hemsing is a GTM leader at Parloa, building the value-selling motion behind the leading voice AI platform for enterprise contact centers. She advises senior executives at Fortune 500 companies on the ROI of their agentic AI investments and drives the internal deployment of AI across Parloa's own GTM organization. She joined Parloa from Boston Consulting Group, where she advised enterprises on AI strategy and implementation as well as led one of the largest internal GenAI adoption programs in consulting, reaching 94% adoption across 30,000+ employees. Luica is also a former SaaS founder with a successful exit and was the first commercial hire at a conversational AI company, where she grew ARR 4x and led global enterprise deployments. She is an invited faculty member at MCI Innsbruck Business School on AI-led business transformation and a regular voice on AI adoption across industry podcasts.

Luica Hemsing

Principal Value Consultant, Parloa

Women Revenue Leaders Forum - Panelist - Ann Marie Lavigne - Snowflake
Ann Marie Lavigne leads Snowflake’s strategic initiatives and public affairs. She partners closely across the executive team to define and execute on company strategy. Ann Marie brings more than 20 years of building world-class operations and customer teams in both start-up and corporate environments. Prior to joining Snowflake, Ann Marie led strategy and operations at enterprise AI startup Primer AI. Before that, she spent fourteen years building and leading the Strategy & Operations, Sales and Partnerships functions at Google in Sydney, Tokyo, Seoul, Singapore and the U.S. Ann Marie holds a BSE from Princeton University.
Ann Marie Lavigne

Vice President, Strategic Initiatives, Snowflake

Shannon Sigmon is a senior sales and channel executive with over 20 years of experience building and scaling high-performance teams across the technology industry. She currently leads North America’s SMB digital sales and channel & alliances organizations, where she is focused on driving partner-led growth, accelerating multi-cloud adoption and transforming go-to-market strategies as part of the Crayon and SoftwareOne integration.

Known for her ability to turn strategy into execution, Shannon has built and led revenue engines across IBM, Lenovo, SHI and Crayon—consistently delivering growth through strong partner ecosystems, customer-centric innovation and disciplined pipeline creation. She is passionate about developing talent, enabling partners and creating “endless customer” experiences that drive long-term impact.

Shannon Sigmon

Chief of Staff, Head of Channel & Digital Sales, SoftwareOne

2. How the GTM Model Is Evolving in High-Growth Enterprises

As buyer needs diversify, companies are rethinking coverage models. We’ll examine how organizations are moving beyond traditional seller roles to deploy specialists, digital and customer success resources while they leverage AI for smarter interactions and coaching, and assign marketing direct revenue accountability. Leaders will share how they are reimagining the mix of GTM roles to maximize customer lifetime value and deliver the right engagement at the right time.

Women Revenue Leaders Forum - Panelist - Wendy Brauner

Wendy Brauner serves as Vice President, Commercial for KARL STORZ United States, where she has enterprise-wide responsibility for all commercial functions representing more than 40% of the company’s global revenue. Her scope includes Sales, Marketing, Service & Field Operations, Customer Support, and Revenue Operations across five distinct human and veterinary medicine business lines, as well as Strategic Accounts.

Since joining KARL STORZ in 2020, Wendy has played a pivotal role in shaping the company’s commercial strategy and operating model. She was initially appointed Vice President, Revenue Operations, leading strategy and analytics, pricing and contract management, sales enablement, and compensation. In that role, she drove the acceleration of digital transformation across both internal infrastructure and customer-facing processes, strengthening scalability, insight, and execution across the commercial organization.

Wendy assumed her expanded leadership role following a comprehensive restructuring of the U.S. Commercial organization, aligning field resources more effectively across markets, customers, and functions. Since the launch of this operating model, the organization has delivered multiple historic performance milestones in revenue, bookings, and field productivity, while securing significant strategic wins with key accounts.

A respected enterprise leader known for systems thinking and talent development, Wendy has built highly engaged, high-performing teams that deliver measurable and sustained impact for customers and the business. Her leadership is characterized by rigor, clarity of execution, and a long-term view of value creation.

Prior to KARL STORZ, Wendy held senior leadership roles across every dimension of the commercial value chain, including product management, business development, sales, revenue operations, and organizational transformation. Her career spans domestic and international experience in IT, fintech, and healthcare. Before joining KARL STORZ, she served as Senior Vice President of Marketing for a $160B business unit of McKesson Corporation.

Wendy Brauner

Vice President, Commercial, KARL STORZ United States

Women Revenue Leaders Forum - Panelist - Jennifer Colosimo - FranklinCovey

Jennifer Colosimo is a multi-functional senior executive with 35 years of experience in building effective teams and organizations that achieve results through strategy execution including GTM, digital, operational, and leadership/culture transformation that leads to profitable growth. As the former President at FranklinCovey, she led the commercial organization in the US, six international direct offices, and 60 global licensees. Throughout her career, Jennifer has led global operations, ESG, and multiple GTM teams, and currently serves as a strategic advisor to PE-backed and public companies.

Jennifer is the co-author of the book Strikingly Different Selling and co-authored the book Great Work, Great Career with Stephen R. Covey. She has been published in Chief Executive, Forbes, and Training Industry magazines and has been a guest on multiple podcasts.

Jennifer Colosimo

Strategic Advisor & Former President, FranklinCovey

Women Revenue Leaders Forum - Panelist - Nicole Rogas - Pebl

Nicole Rogas is president of RevSpring, where she helps organizations simplify complex consumer and patient engagement through data-driven communication and payment solutions. She is a growth-oriented executive known for scaling platforms, sharpening go-to-market execution and translating strategy into measurable results.

Prior to RevSpring, Nicole served as president of symplr, where she led commercial strategy and drove growth across sales, customer success and services. Earlier in her career, she spent nearly two decades at Experian Health and its predecessor organizations, holding progressively senior leadership roles across sales, solutions and commercial operations. A pragmatic, people-first leader, Nicole brings a board-level perspective on growth, customer experience and leading through change.

Nicole Rogas

President, RevSpring

3. Smart Scaling & Commercial Levers for Value Creation

In an era of market uncertainty, organizations must rethink how they scale to achieve sustainable, profitable growth. Drawing on insights from research with cross-industries executives, we’ll explore the strategies and commercial levers that deliver the strongest ROI depending on company, growth phase, and maturity.

Women Revenue Leaders Forum - Panelist - Meeta Kratz - Lanza

Meeta Kratz is an accomplished business executive with extensive strategy, product line, digital, commercial and P&L management experience in the healthcare sector. She has demonstrated her ability to drive results for leading global distribution and manufacturing organizations transforming their businesses into world-class, customer-focused organizations. Furthermore, she has applied her commercial expertise to target both B2B and B2C audiences, where she has successfully built omni-channel marketing, digital, sales and distribution channels to deliver revenue and margin growth that consistently exceeds expectations.

Currently, Meeta serves as the Vice President and General Manager of the Americas Business Unit at Lonza’s Capsules & Health Ingredients Division. She is responsible for the P&L of north, central and south America across all product lines, manufacturing and supply chain operations as well as go-to market channels. Prior to joining Lonza, she held various senior marketing positions. At Thermo Fisher Scientific, she was an integral part of the leadership team of Fisher Healthcare Division managing strategy, commercial omni-channel marketing, data science and digital commerce. In addition, she led cross functional

and multi-disciplinary teams at Brady Corporation, Zebra Technologies, Labelmaster and W.W. Grainger, where she drove significant growth across digital, sales and distributor revenue channels.

Meeta is a graduate from Kettering University with a bachelor’s degree in engineering and she also earned her Master of Business Administration (MBA) from the Gies College of Business at the University of Illinois. She is an accomplished public speaker who

enjoys sharing her passion for growth and revenue enablement and has been featured at key industry conferences across the United States. She also brings her passion for building businesses and helping women advance in business through her involvement

in several organizations, including Leading Women Executives and DePaul University’s Marketing Advisory Council.

Meeta Kratz

VP & GM, Americas Business Unit – Capsules & Health Ingredients Division, Lonza

Women Revenue Leaders Forum - Panelist - Purvi Mody - TransUnion

Purvi Mody is a sales strategy and enablement leader at TransUnion, where she brings together strategy, customer insight and sales enablement to drive growth and transformation across the enterprise. Since joining TransUnion in 2015, Purvi has played a pivotal role in shaping how the company shows up for both customers and associates globally.

She joined TransUnion to lead the company’s global brand refresh in preparation for its IPO and later led several enterprise transformation initiatives. These include the TU Experience, a global, immersive, change management program designed to align strategy, build enterprise capability and strengthen connection to TransUnion’s mission, as well as leading the Customer Experience team, where she launched TransUnion’s first B2B global listening program.

Today, Purvi splits her time serving as chief of staff to the head of Financial Services Sales and as a sales enablement leader, where she drives transformation initiatives, operational rigor, strategic communications and enablement programs to support sellers and accelerate performance. In this role, she led a transformation program to assess and evolve the sales organization’s readiness to support new product growth and long‑term revenue objectives.

Purvi began her career in management consulting, focusing on strategy execution and program management across the private, public and non‑profit sectors. She holds a B.S. in business management from Purdue University.

Purvi Mody

Vice President, Sales Effectiveness & Experience, TransUnion

Women Revenue Leaders Forum - Panelist - Aleix Underwood - Wynnchurch Capital

Alexis Underwood joined Wynnchurch in 2024. Prior to joining Wynnchurch, Alexis held various leadership positions at several Koch Industries companies, including most recently, Guardian Glass and Georgia Pacific.

Alexis has been involved in driving increased profitability through commercial excellence, improved go-to-market strategies, and optimized pricing for portfolio companies.

She holds a B.A., Communications with a Concentration in Commerce from the University of Pennsylvania, Annenberg School for Communications & Wharton School.

Alexis Underwood

Managing Director, Wynnchurch Capital

3:05 p.m. – 5:00 p.m.

Break

5:00 p.m. – 6:00 p.m.

Networking Cocktail Reception

Enjoy picturesque Chicago waterfront views (Navy Pier, Lake Michigan and Chicago River) from the expansive 11th floor Miru outdoor terrace with your choice drink in hand.

6:00 p.m. – 6:50 p.m.

Group Dinner

6:50 p.m. – 7:40 p.m.

Keynote Panel: Views from the Boardroom

Whether you’re interested in the dynamics of board roles or how to become a public/private/non-profit board member, gain firsthand insights/wisdom from this cross-industry panel of thought leaders.  Hear their inspiring journeys, and learn the practical steps, proven tactics, and critical strategies (i.e., securing sponsors and board certification) that will help you secure board positions, leverage your expertise, and help companies drive improved revenue growth and marketplace positioning.

Women Revenue Leaders Forum - Roundtable Facilitator - Heidi Anderson

Heidi Anderson Hupe brings more than 5 years of board and advisory work with PE and VC-backed portfolio companies. As a Board Member at Solis Mammography (Madison Dearborn Partners) from 2021 to 2025 until the sale to Towerbrook Capital, Heidi brought valuable commercial strategy expertise to complement the organization's financial and clinical leadership. She served on the Quality and Compliance Committee where she provided strategic governance that enhanced the company's market position through exceptional clinical outcomes and customer experience. She played an active role in supporting the commercial launch of Mammo Heart, an AI-powered initiative to detect cardiovascular disease in women through their screening mammograms—an early example of applying AI to unlock new clinical value from existing diagnostic infrastructure.

Heidi's executive career spans healthcare, technology, consumer and B2B media organizations. Adept at P&L management, Heidi brings a blend of strategic vision, commercial acumen, and market insight. As President and Chief Growth Officer at Nox Health, a global leader in sleep care, she built and led a 30-person commercial and operations team driving enterprise business representing 40% ($30M) of company revenues. Her leadership was instrumental in securing a $60M strategic capital investment and achieving 20% growth across key enterprise accounts including AT&T, Coca-Cola, and Delta Airlines. Heidi served on the Livongo executive team during Teladoc’s acquisition of the business and formation of a comprehensive platform for virtual care. She directed a 130-person organization managing a $350M portfolio, maintaining a 95% client retention rate, and driving $30M in cross-sell revenue.

Her governance experience was shaped during Time Inc.'s preparation for public sale, where she led the $175M healthcare vertical P&L while company revenues grew from $1B to $1.8B. At Outcome Health, she was recruited by investors (Google, Goldman and Pritzker) to orchestrate a comprehensive company turnaround, navigating complex legal, regulatory and compliance processes, driving 60% YOY revenue growth and enabling the successful recapitalization that positioned the company for acquisition. Heidi offers valuable insight for boards and companies navigating capital raises, M&A activities, and significant organizational transformations.

Heidi currently serves as Chief Growth Officer at Radical Health (AI Oncology), where she is building the go-to-market and reimbursement infrastructure to translate breakthrough AI clinical innovation into real-world adoption across payors, employers, and oncology care pathways—bridging the critical gap between clinical validation and commercial scale. She also advises AliveCor Heart Health (Khosla Ventures). Her broader advisory portfolio includes early-stage health and technology companies with capital raises, product development, and go-to-market strategy, including Adesso Health (women’s cardio health tech) and AI-based health tech companies in stealth mode. A consistent thread across her work: partnering with international founders - including at Nox Health (Iceland) and Radical Health (Denmark/UK) - to build and scale US commercial infrastructure from the ground up.

Known as a visionary strategist, exceptional people leader, technology evangelist and experienced operator, Heidi brings a distinctive leadership philosophy to her board service. She excels at identifying connections between business challenges and opportunities, approaching governance with strategic resourcefulness and innovative problem-solving. Her leadership ethos centers on the belief that "transformational success emerges when creative vision unites with disciplined execution, empowering teams to turn breakthrough ideas into reality.”

Heidi Anderson Hupe

Independent Board Director, Chief Growth Officer

Women Revenue Leaders Forum - Keynote Panelist - Mary Beth Walker - HP

Maryann Bruce is an accomplished board director and former Fortune 100 Division President and CEO with more than 30 years of leadership experience across financial services and other highly regulated industries. Widely respected for sound judgment and the ability to translate complex strategies into execution, Maryann is a trusted advisor to boards navigating high-stakes growth, transformation, and risk oversight.

She currently serves on the boards of Amalgamated Financial Corporation and Amalgamated Bank (NASDAQ: AMAL), where she chairs the Enterprise Risk Oversight Committee, and ASA Precious Metals Fund (NYSE: ASA), where she serves as Nominating and Governance Chair. Beyond the financial sector, Maryann is a minority owner of the Carolina Ascent Football Club and serves as a board member, a role she assumed after co-founding the Empower Her Fund to advance equity and opportunity for women in professional sports.

A champion for the evolution of corporate governance and the advancement of women, Maryann’s leadership legacy includes presiding as the former Board Chair of C200, an invitation-only global association of trailblazing corporate executives and entrepreneurs, and as the former Chair of the Board for Wrestle Like A Girl. Her current influence extends to serving as the Carolinas Chapter Co-Chair of Women Corporate Directors and as an advisory board member of the UNC School of Law’s Director Development Initiative. She is also a member of the Duke University Women’s Impact Network (WIN) Leadership Council and a founding member of Paradigm for Parity.

A summa cum laude graduate of Duke University with a B.A. in Economics, Maryann holds the CERT Certificate in Cybersecurity Oversight from the National Association of Corporate Directors and Carnegie Mellon University's Software Engineering Institute. This credential underscores her advanced understanding of the board’s role in overseeing cyber risk. In today’s rapidly evolving landscape, Maryann is particularly focused on helping organizations navigate the AI-Talent Paradox through proactive upskilling and resilient culture-building - critical components of modern go-to-market strategies and sustained organizational growth.

Maryann Bruce

Independent Director & Former Fortune President & CEO

Women Revenue Leaders Forum - Keynote Panel - Stephanie Okey

Ms. Okey has served in various positions of increasing responsibility in the biopharmaceutical industry for over 30 years. She most recently served as the Senior Vice President, Head of North America, Rare Diseases and U.S. General Manager, Rare Diseases at Genzyme, A Sanofi Company.

Ms. Okey brings significant experience in pre-launch, launch and commercialization of rare and orphan disease products, as well as large market products. During her time at Genzyme, she oversaw 500 employees and was responsible for six business units: Gaucher Disease and MPS1, Fabry Disease, Pompe and Neuromuscular Diseases, Cardiovascular Diseases, Endocrine Diseases and Leukine and Immunologic Diseases, totaling revenue responsibility > 1B US$.

Stephanie has successfully launched 13 therapeutic agents, 9 of which are in the orphan disease space and 2 with REMS designation. Ms. Okey is highly knowledgeable about complex approval and commercialization processes, healthcare stake holder systems and creation of high growth markets. She holds extensive experience in the commercialization of orphan disease products in a patient centric business model. Prior to her 19-year tenure at Genzyme, Ms. Okey held roles at Bristol-Myers Squibb and Genentech, Inc.

Over the past five years, Ms. Okey has served as an Independent Board Director on five publicly traded boards: Albireo Pharma, Inc., from April 2018 until acquisition by Ipsen in March, 2023, serving on the Audit and Compensation committees. PTC Therapeutics from December, 2018 - present, including service on and Chair of Nominations & Governance committee. Crinetics Pharmaceuticals beginning July, 2019 – present, serving on the Audit, Nominations & Governance committees and current Chair of the Compensation committee. Orphazyme A/S, from March 2021 – May, 2022 until its acquisition by KemPharm, serving on the Audit, as well as Remuneration & Compensation committees. Catalent, Inc., from August, 2023 – present, serving on Compensation & Leadership as well as Nominating & Corporate Governance committees.

As of February, 2024, Stephanie serves as a Board Member, City of Hope National Medica Center. In addition, she previously served as a member of the board of directors of the California Life Sciences Association from October 2014 to January 2016. Ms. Okey holds a B.S. in Zoology from The Ohio State University and an M.S. in Immunology and Medical Microbiology from Wright State University.

Stephanie Okey

Board Member, Committee Chair & Former SVP

Women Revenue Leaders Forum - Keynote Panelist - Janet Wong

Janet Wong is an independent board director and business advisor with unique experience working in the high technology, manufacturing, consumer products and services industries. Her qualifications include recognition as an experienced financial expert as defined by the Securities and Exchange Commission, the New York Stock Exchange and Nasdaq. Her board experience includes both U.S. publicly listed companies and private companies. She is NACD (National Association of Corporate Directors) Directorship Certified, demonstrating her qualifications and commitment as an experienced board director.

She is a partner (retired) with KPMG, one of the largest global professional services firms, where she spent the majority of her career based in the San Francisco and Silicon Valley offices. This role provided her with experience working and advising Fortune 500 companies as well as start-ups that grew to successful publicly listed companies. She has global corporate experience in Asia, Europe and North America. Her expertise includes financial accounting, internal controls, risk management, cybersecurity and AI oversight, M&A and strategic planning.

In June 2024, Directors & Boards named her to its Public Company Women Directors to Watch. In May 2023, Board Prospects named her to its list of the Top 30 Asian American Board Directors in the U.S. In April 2022, NACD named her to its 2022 Directorship 100™, an annual honor for leading directors and governance professionals. Janet is a frequent speaker on board topics including governance, audit committees, risk management, cybersecurity and AI oversight.

She has been a strong supporter of leadership development throughout her career and now as a board director speaking on leadership and board readiness programs. Janet is a licensed Certified Public Accountant and a NACD Certified Director. In addition, she is a member of Women Corporate Directors, Extraordinary Women on Boards, National Association of Corporate Directors and the Silicon Valley Directors Exchange. In April 2025, the Committee of 100, a non-profit organization of prominent Chinese Americans, invited her to its membership.

She is a graduate of Louisiana Tech University with a Master of professional accountancy and Golden Gate University with a Master of taxation. She completed executive education programs on corporate board governance at Harvard Business School and Stanford Law School. She holds a Certificate in Cyber-Risk Oversight from Carnegie Mellon University and NACD.

Janet Wong
Independent Board Dir., Top 30 Asian American Board Dir., NACD D.C.

Wednesday, May 6

8:00 a.m. – 9:00 a.m.

Group Breakfast

9:00 a.m. – 9:45 a.m.

Keynote: Future-Proof Your Business for Revenue Growth

In an ever-shifting landscape of market expectations, it’s easy for companies to get caught up in a challenging loop of dissatisfied customers, disengaged employees, and slowing growth. Today’s leaders are facing the unique challenge of developing/retaining top talent and integrating AI — all while navigating increasing pressure to drive growth, optimize costs and enhance productivity.

Tiffani Bova provides a holistic framework/roadmap to sustainable top-line growth in a rapidly changing environment. Her insights will include cultivating a resilient culture that thrives in the face of change, the transformative power of data-driven decisions, and inspiring change throughout your organization. 

Women Revenue Leaders Forum - Keynote - Tiffani Bova - Salesforce

Ranked for the last six years in the Top 50 Business Thinkers in the world by Thinkers50, Tiffani Bova is a thought leader who Forbes says, “reshapes our perception of growth.”

As both a practitioner and academic, she offers a unique perspective. She has helped lead the tech industry through several evolutions over her nearly 30-year career as Salesforce’s former growth and innovation evangelist, and previously as a research fellow at Gartner as well as a sales, marketing and customer service executive for start-ups and Fortune 500 companies. She is the author of two Wall Street Journal bestsellers: GrowthIQ and The Experience Mindset.

Her forward-looking insights and guidance helped some of the largest global technology companies—including Microsoft, Cisco, Salesforce, HP, IBM, Oracle, SAP, AT&T, Dell and Amazon Web Services—expand their market share and grow their revenues. She was a trusted advisor to senior executives who were responsible for shifting from on-premises to as-a-service business models, resulting in new billion-dollar divisions.

In the late 90s and early 2000s, she was a pioneer of cloud computing and previously led direct and indirect sales, marketing and customer service for two of the largest web-based start-ups in the U.S. She also spearheaded a newly formed division of a Fortune 500 company to $300 million in revenue over two and a half years.

Currently, Tiffani runs the research and strategy organization at The Futurum Group and works closely with the entire leadership team to develop as well as scale its data and intelligence platform and insights.

Tiffani has been featured in Harvard Business Review, Fortune, Fast Company, Bloomberg, MSNBC-TV, Yahoo Finance, Inc. and Forbes.

Tiffani Bova

Global Customer Growth & Innovation Evangelist

9:45 a.m. – 10:00 a.m.

Break

10:00 a.m. – 10:50 a.m.

Special Leadership Workshop: Lead with AI ... Now

AI is not a “wait and see” technology. It’s a right now, in flow technology changing how business leaders think, prepare, write, research, and make decisions every day.  Tiffani will share how she uses AI in her professional life and what that has changed for her as a leader, strategist, advisor, and author.

This session will also explore the disruptive role AI is playing in leadership today, not from a place of hype or fear, but from real experience.  You’ll learn practical ways to leverage AI to improve productivity, sharpen strategic thinking, and elevate both the employee and customer experiences.

Become a more modern leader in this new era and leverage AI with greater clarity, confidence & intention. 

Women Revenue Leaders Forum - Keynote - Tiffani Bova - Salesforce

Ranked for the last six years in the Top 50 Business Thinkers in the world by Thinkers50, Tiffani Bova is a thought leader who Forbes says, “reshapes our perception of growth.”

As both a practitioner and academic, she offers a unique perspective. She has helped lead the tech industry through several evolutions over her nearly 30-year career as Salesforce’s former growth and innovation evangelist, and previously as a research fellow at Gartner as well as a sales, marketing and customer service executive for start-ups and Fortune 500 companies. She is the author of two Wall Street Journal bestsellers: GrowthIQ and The Experience Mindset.

Her forward-looking insights and guidance helped some of the largest global technology companies—including Microsoft, Cisco, Salesforce, HP, IBM, Oracle, SAP, AT&T, Dell and Amazon Web Services—expand their market share and grow their revenues. She was a trusted advisor to senior executives who were responsible for shifting from on-premises to as-a-service business models, resulting in new billion-dollar divisions.

In the late 90s and early 2000s, she was a pioneer of cloud computing and previously led direct and indirect sales, marketing and customer service for two of the largest web-based start-ups in the U.S. She also spearheaded a newly formed division of a Fortune 500 company to $300 million in revenue over two and a half years.

Currently, Tiffani runs the research and strategy organization at The Futurum Group and works closely with the entire leadership team to develop as well as scale its data and intelligence platform and insights.

Tiffani has been featured in Harvard Business Review, Fortune, Fast Company, Bloomberg, MSNBC-TV, Yahoo Finance, Inc. and Forbes.

Tiffani Bova

Global Customer Growth & Innovation Evangelist

10:50 a.m. – 11:00 a.m.

Break

11:00 a.m. – 11:45 a.m.

Interactive Executive Panels

2 concurrent breakout sessions

1. The Next-Gen Chief Revenue Officer

Discover how leading executives are reshaping commercial priorities to meet shifting market demands. Our leadership panel will highlight practical approaches to building flexible GTM models, applying RevOps rigor, and uniting teams to drive consistent, profitable growth. The CRO role must continually be redefined. Examine with us how next gen CROs integrate RevOps into a unified growth engine, harness AI and data driven insights, and orchestrate cross functional teams to deliver agility, customer value, and sustainable growth.

Women Revenue Leaders Forum - Panelist - Sheryl Goldstein - IAB

Sheryl Goldstein is the executive vice president, chief industry growth officer at the IAB (Interactive Advertising Bureau). In her role, she oversees engagement with the IAB’s more than 650 members across all the IAB’s vast initiatives, activities and thought leadership programs. Under Sheryl’s watch are the member engagement, centers of excellence, research and professional development teams. She also oversees the IAB’s CRO Council, which brings industry revenue leaders together biweekly to address important industry issues.

Sheryl Goldstein is a “net vet” with more than 25 years of driving meaningful revenue growth through consultative selling in the dynamic digital landscape (Yahoo, AOL, About.com). She is adept at building successful teams, developing go-to-market strategies and gaining consensus across key stakeholders. Her background includes a wide variety of digital media platforms and technologies and numerous leadership roles.

In addition to her experience as a sales leader and executive team member, Sheryl brings years of talent development and training to her role. She is passionate about the industry and is committed to making the digital media landscape a great place for diverse talent to thrive and have long, exciting careers.

Sheryl is a current board and executive committee member of IAB’s Tech Lab, and an active board member of 212NYC and the Sandy Hook Promise Media Advisory Board. Sheryl previously held board positions for Makers, She Runs It, the NY Ad Club, Women in Communications, Inc. and the IAB. She serves on the Rutgers Business School Advisory Board for Marketing and is helping RBS craft a digital marketing graduate program. She is an award-winning sales leader (Yahoo Accelerator Award, AOL Best Media Partner presented by Verizon, AOL Presidents Club, AWNY Crystal Award Winner). Sheryl is a member of Chief, an invitation-only executive women’s networking organization.

Sheryl is a graduate of Syracuse University Newhouse School and lives in New Jersey and New York City.

Sheryl Goldstein

EVP, Chief Industry Growth Officer, Interactive Advertising Bureau

Women Revenue Leaders Forum - Panelist - Jessica Meng - CareDX

Jessica Meng is CareDx’s chief commercial officer. Jessica brings to CareDx over 20 years of commercial experience, including deep expertise in building successful commercial strategies for both established companies and entrepreneurial ventures in the pharmaceutical and molecular diagnostics industries. Jessica previously served as chief commercial officer at DELFI Diagnostics and general manager of women's health at Myovant Sciences. She previously held sales and marketing leadership roles at Veracyte and Genentech. Jessica received a BS in finance and a BA in international relations, with a minor in mathematics, from the University of Pennsylvania, as well as an MBA in marketing and strategic management from the Wharton School.

Jessica Meng

Chief Commercial Officer, CareDX

Women Revenue Leaders Forum - Panelist - Caroline Ritter - TPG

Caroline Ritter serves as a go-to-market and commercial excellence senior advisor for TPG, a leading global alternative asset manager. In her role within TPG’s private equity business, Caroline works with senior executives from portfolio companies in the capital, growth and rise funds to develop go-to-market strategies, execute with commercial excellence, build great teams and fuel profitable growth through value creation.

Prior to joining TPG, Caroline served as a senior commercial, strategy and operations executive at Third Bridge Limited Co. and CEB, now Gartner. Through over 25 years working in high-growth global businesses, her experience includes but is not limited to leading sales, account management, customer success, strategy, operations and enablement teams; driving large-scale transformation initiatives; and designing GTM strategies and operational ecosystems to generate and sustain healthy scalable growth across time. Caroline has also established and led several women’s EAG groups as well as mentoring and leadership programs across the course of her career.

Caroline Ritter

Senior Advisor, GTM and Commercial Excellence, TPG Capital

2. Driving Predictable Growth: GTM Mandates for Commercial Acceleration

Join panel discussion as we highlight 4 priorities top‑performing companies consistently execute: selling precisely through targeted demand generation, retaining customers with world‑class CX, enabling sellers with AI‑driven productivity tools, and investing wisely via RevOps to ensure growth that is both predictable and efficient.

Women Revenue Leaders Forum - Panelist - Annie Holms

Annie Holms is the VP of global commercial excellence at Baxter Healthcare, where she leads global commercial operations spanning pricing, incentives, go-to-market execution and revenue operations enablement. She has deep global experience driving enterprise-scale transformation across highly matrixed organizations, with a strong focus on process discipline, data governance and cross‑functional alignment between Commercial, Finance, IT, HR and Compliance. Annie is recognized for building scalable commercial capabilities and transformation that improve accuracy, transparency and trust with senior leadership and the field.

Annie Holms

Vice President, Global Commercial Excellence, Baxter

Women Revenue Leaders Forum - Panelist - Beth Kilgo - Rockwell Automation

Beth Kilgo is vice president, global commercial operations in global sales and marketing at Rockwell Automation.

In this role, Beth develops and drives strategies and programs that increase selling capacity while optimizing commercial costs by partnering with our regional leaders, global industry accounts and information solutions sales team. She builds organizational capabilities to support our industry strategy, provides insights to help our sales teams make informed decisions and ensures we’re best prepared to grow our expanded portfolio. Beth has leadership accountability over our global commercial operations function, including sales incentive, planning, process and enablement, software as a service (SaaS), field sales operations, commercial effectiveness, commercial data and sales insights, and enterprise software and high-velocity sales.

Beth joined Rockwell in 2024 with more than 30 years of experience, most recently as vice president of revenue, strategy and operations at New Relic, Inc. Prior to that, she worked at LivePerson, Inc. as senior vice president, revenue, strategy and operations. She held similar positions at Amazon Web Services, Veritas and Oracle, including sales leadership positions at Oracle. She was also a partner at Arthur Andersen in its business consulting practice, specializing in technology and mergers and acquisitions.

Beth holds a bachelor’s degree in business administration from the University of Oklahoma in Norman, Oklahoma.

Beth Kilgo

Vice President, Global Commercial Operations, Rockwell Automation

Women Revenue Leaders Forum - Panelist - Theresa Kletch - Francisco Partners

Theresa Kletch is an Operating Partner at Francisco Partners Operating Executives (FPO). Based in Charlotte, she joined FPO in 2017.

Theresa has a B.A. in human relations and Latin American studies from the University of Pittsburgh.

She previously worked at Oracle Corporation, TOA Technologies, Kana Software, Consona Corporation and Knova Software.

Theresa Kletch

Operating Partner, Francisco Partners

Women Revenue Leaders Forum - Panelist - Mary Beth Walker - HP

Mary Beth serves as the vice president and global head of partner experience and strategy, overseeing channel strategy, programs, enablement and operations. Each day, she is dedicated to ensuring that HP partners prefer collaborating and selling with HP over any other competitor by providing a best-in-class partner experience.

Her passion for innovation in vendor-channel partner relationships has earned HP numerous industry awards. Most recently, HP received awards for both its Amplify AI and Amplify Impact programs, both focused on helping partners build new capabilities in AI and sustainability.

Currently, she is focused on developing the partner self-service journey through the use of AI and other automation tools. This initiative aims to enhance efficiency and improve partner profitability, allowing HP and its partners to devote more time to demand creation and closing deals.

Mary Beth Walker
VP & Global Head, Partner Experience & Strategy, HP

11:45 a.m. – 12:45 p.m.

Group Lunch

12:45 p.m. – 1:35 p.m.

Leadership Panel: Elevate & Empower - Advancing Women to Lead and Win in Revenue

The underrepresentation of women in commercial leadership and highlights data showing their strong performance in quota attainment. We’ll share strategies for sponsorship, mentorship, and advocacy, while offering personal stories of breaking barriers. Leaders across marketing, sales, customer success, and talent will gain actionable insights on advancing women in revenue roles and driving growth through inclusive leadership.

Executive Forum - Executive Panel - Lanessa Bannister - Lennox

Bio is forthcoming.

Lanessa Bannister

General Manager, Lennox Residential, Lennox International

Lana Lee is a senior revenue operations executive with more than 20 years of experience scaling global GTM organizations at companies, including Google, Uber, Glassdoor, Coursera and Checkr. She has led enterprise-wide transformations that improved revenue predictability, sales productivity and operational scalability across multiple industries.

She specializes in revenue model transformation, consumption-based GTM strategy and building scalable operating frameworks that support sustained growth.

Lana Lee

Vice President, Revenue Operations, Checkr

Women Revenue Leaders Forum - Panelist - Birte von Schwarzenfeld - Landscape Workshop

Birte von Schwarzenfeld is chief commercial officer at Landscape Workshop, one of the nation’s leading providers of commercial landscaping services. In this role, she oversees company‑wide sales and marketing—focusing on accelerating organic growth through customer‑centric strategy, differentiated go‑to‑market execution and strong commercial discipline.

With more than 20 years of experience, Birte is a former strategist who has evolved into a transformational sales and marketing executive with a strong track record of driving revenue growth and margin expansion across industrials, building materials, distribution and services. Prior to joining Landscape Workshop, she served as senior vice president of commercial solutions for a $2.6 billion commercial roofing business—where she led go‑to‑market, marketing and product strategy, launched new services as well as private‑label offerings and delivered above‑market growth and significantly higher gross margins.

Earlier in her career, Birte held senior leadership roles at Hilti Group, where she served as SVP and head of corporate strategy and development, as well as sales director for the Energy & Industry West division. Before that, she spent several years at Flex, including roles as vice president and general manager of global account management and vice president of corporate strategy, overseeing global P&L responsibilities and large‑scale transformation initiatives. She began her career at Boston Consulting Group, advising Fortune 500 companies on strategy and operations.

Birte is known for combining strategic rigor with hands‑on execution and for building high‑performing, collaborative teams grounded in empathetic leadership. She holds an MBA with high distinction (Baker Scholar) from Harvard Business School and a master of science in physics with distinction from Technical University Berlin, including a Fulbright‑sponsored exchange year at Duke University.

Birte von Schwarzenfeld

Chief Commercial Officer, Landscape Workshop

1:35 p.m. – 1:45 p.m.

Forum Concludes