Day 1

2:30 pm - 5:00 pm

• Welcome and Introductions
  
  
• Presentation - Building a Growth Strategy for Evolving Buying Realities 
  - Mike Hoffman, CEO, SBI Growth Advisory
  
  
• Presentation - Re-setting Your Go-to-Market (and Yourself) for a Strong H2
  - JD Miller, Author
  
  
• Executive Growth Forums - Roundtable peer discussions to borrow brilliance on current business challenges

5:00 pm - 6:30 pm 

Networking Social   

Day 2

8:00 am - 9:00 am

Invite-only Breakfast

9:00 am - 12 pm 

• Keynote Presentation - Adapting with the Customer Across 25+ Years of Change 
  - BJ Schaknowski, CEO, symplr
  
  
• Presentation - The New Era of Commercial Differentiation 
  - Bryan Kurey, Head of Research, SBI Growth Advisory
  
  
• Breakout Sessions:
  • Driving Frontline AI Adoption to improve sales performance
  • Building an Aligned Go-to-Market Organization 
  • AI Implications for the Commercial Tech Stack
  • Adjusting Pricing and Packing for Today's Buyer

12:00 pm - 1:00 pm

Lunch

1:00 pm - 3:00 pm

• Fireside Chat - Deploying Go-to-Market Resources Efficiently in the New Buying Reality 
  - Alicia Lee, Chief Consulting Officer, SBI Growth Advisory 
  - Tony Erickson,  Managing Partner, SBI Growth Advisory
  - Eric Estrella, Sr. Partner, SBI Growth Advisory  
• Send Off

 CRO + CCO Growth Forum
JD Miller, Author and Advisor Jamie Halpin, Partner at SBI Growth Advisor 

Communicating with the Board & Continuing the Conversation with JD Miller

 RevOps Leaders Growth Forum
Seamus Ruiz Earle, Managing Director and Founder of RevOps and Technology at Carabiner Group, a part of SBI and Wendy Bradley, VP at Energy Exemplar 

Auditing the Tech Stack

 Enablement Leaders Growth Forum
Ray Makela, Managing Director, Talent Development at SBI Growth Advisory and Bryan Kurey, Head of Research at SBI Growth Advisory

Deepening the Impact of Frontline Manager Enablement

 Evolving with the Buyer: Lessons from 25+ Years of Change
BJ Schanknowski, CEO at symplr 

Buyer decision-making has changed—more stakeholders, greater senior influence, and constant adaptation to shifting strategies and market conditions. This is not the first-time buying processes have changed, and it won’t be the last. BJ will share his personal journey from sales operations to revenue leadership and on to CEO, offering you insights on how he has navigated buyer shifts, leads teams through change, and continues to adapt and grow.

How Today’s Most Successful Commercial Teams Are Breaking Through Buyer Friction
Bryan Kurey, Head of Research at SBI Growth Advisory 

Commercial efficiency remains low for most organizations, and larger deals remain stalled as buyers face changing priorities, continuing uncertainty, and rapidly evolving buying processes. Bryan will share the latest insights on the characteristics of top-performing commercial team members who are successfully cutting through the many sources of buying friction.  

 Breakout Session: AI Implications for the Commercial Tech Stack
Seamus Ruiz-Earle, Managing Director and Founder of RevOps and Technology at Carabiner Group, a part of SBI, Will Allred, Co-Founder & COO at Lavender and Brad Smith, Head of Solution Architecture at Zapier

Commercial tech stacks have been viewed as bloated and at times counter-productive to driving revenue outcomes for at least a decade. Now new companies are emerging that add artificial intelligence to the mix, while existing companies continue to enhance their functionality using AI. This is creating confusion and overlap for most go-to-market organizations. This panel-based dialogue with Seamus and Will will bring direct perspectives from practitioners and clients on how companies can best re-evaluate their tech stacks, integrate new technologies seamlessly, and realize the productive and decision-making enhancements that commercial technology promises.

Breakout Session: Building an Aligned Go-to-Market Organization
Jamie Halpin, Partner at SBI Growth Advisory and Jared Barol, VP, GTM Strategy & Operations at Copy.ai 

Complexity in go-to-market organizations and processes has presented a paradox — on one hand it is a direct response to and critical enabler of success in a complex commercial environment; on the other it can create confusion and waste if not well managed. Jamie and Jared will share their experiences improving collaboration and feedback between marketing and sales at handoff, orchestrating ABM cross-functionally, and using AI as an enabler across both sales and marketing.  

 Breakout Session: Driving Frontline AI Adoption to Improve Sales Performance
Ray Makela, Managing Director, Talent Development at SBI Growth Advisory and Brian Quinn, Vice President Commercial Operations at Restaurant Technologies

Sales assets are only as valuable as a rep’s ability to use them in the moment. Brian and Ray will share how Restaurant Technologies transformed their enablement system by training Microsoft Copilot on core sales tools like playbooks, value calculators, and battle cards. The result: a dynamic, AI-powered experience that helps reps prepare faster, compete smarter, and deliver value in real time. Learn how they’re embedding sales methodology directly into the seller workflow to improve productivity and win rates.

 Breakout Session: Adjusting Pricing and Packing for Today’s Buyer
Suraj Bhogal, Senior Pricing and Packaging Manager at Salsify and Lindsay Callahan, Senior Consultant at SBI Growth Advisory 

Too many companies take a reactive approach to pricing—adjusting only in response to cost pressures or customer pushback. But strategic pricing and packaging can be a proactive lever for growth, helping companies hedge against market shifts, align monetization with real adoption patterns, and maximize long-term value. Lindsay and Suraj will share how to price for value and raise prices without friction, balance stability and flexibility through multi-year contracts and usage-based models, and separate AI pricing hype from reality.

 Deploying Go-to-Market Resources Efficiently in the New Buying Reality
Alicia Lee, Chief Consulting Officer at SBI Growth Advisory, Tony Erickson, Managing Partner at SBI Growth Advisory and Eric Estrella, Sr. Partner at SBI Growth Advisory 

Success in today’s market requires a go-to-market engine that evolves with changing customers, shifting market dynamics, and organizational change. In this interactive panel discussion, the group will provide a capstone on the core themes that cut across this day and a half of sessions, and the immediate, medium-term, and longer-term actions to take to build your blueprint for sustainable growth.