B2B Summit
North America

April 26–29, 2026  |  Phoenix

Agenda

Bold Starts

Apr 26
  • 2:30 pm – 5:00 pm Workshops
  • 5:30 pm – 7:00 pm Welcome Reception

Monday

Apr 27
  • 8:00 am – 9:15 am General Breakfast
  • 8:30 am – 9:30 am Analyst-Led Roundtables
  • 9:00 am – 11:00 am Workshops
  • 10:00 am – 11:00 am Analyst-Led Roundtables
  • 11:00 am – 12:00 pm Lunch & Marketplace Opening
  • 12:00 pm – 12:10 pm Welcome
  • 12:10 pm – 12:30 pm Keynote: Opening Remarks & The GTM Singularity
  • 12:30 pm – 1:00 pm Keynote: The Visibility Vacuum
  • 1:15 pm – 2:00 pm Breakout Sessions
  • 2:15 pm – 2:45 pm Sponsor Case Studies
  • 2:45 pm – 3:45 pm Analyst-Led Roundtables
  • 2:45 pm – 3:45 pm Marketplace Coffee Break & Networking
  • 3:45 pm – 4:15 pm Breakout Sessions
  • 4:30 pm – 5:00 pm Sponsor Case Studies
  • 5:15 pm – 5:45 pm Guest Keynote
  • 5:45 pm – 6:45 pm Networking Reception

Tuesday

Apr 28
  • 8:00 am – 9:15 am General Breakfast
  • 8:00 am – 9:15 am Workshops
  • 8:15 am – 9:15 am Analyst-Led Roundtables
  • 9:30 am – 9:35 am Welcome Back
  • 9:35 am – 10:00 am Keynote: Make Brand + Demand Your Preference Multiplier
  • 10:00 am – 10:30 am Return On Integration Honors
  • 10:30 am – 11:30 am Marketplace Coffee Break & Networking
  • 11:30 am – 12:00 pm Breakout Sessions
  • 12:15 pm – 12:45 pm Sponsor Case Studies
  • 12:45 pm – 2:00 pm Marketplace Lunch & Networking
  • 2:00 pm – 2:45 pm Breakout Sessions
  • 3:00 pm – 3:30 pm Sponsor Case Studies
  • 3:30 pm – 4:30 pm Analyst-Led Roundtables
  • 3:30 pm – 4:30 pm Marketplace Break & Networking
  • 4:30 pm – 5:00 pm Programs Of The Year Honors
  • 5:15 pm – 5:45 pm Keynote: The Accountability Reset
  • 8:00 pm – 10:00 pm Reception and Concert (Off-site)

Wednesday

Apr 29
  • 8:00 am – 9:15 am General Breakfast
  • 8:00 am – 9:15 am Workshops
  • 8:15 am – 9:15 am Analyst-Led Roundtables
  • 9:30 am – 9:35 am Welcome Back
  • 9:35 am – 10:00 am Keynote: Human + AI GTM
  • 10:00 am – 10:30 am Keynote Case Study
  • 10:35 am – 11:20 am Breakout Sessions
  • 11:35 am – 12:05 pm Sponsor Case Studies
  • 12:05 pm – 12:50 pm Marketplace Lunch & Networking
  • 12:50 pm – 1:20 pm Breakout Sessions
  • 1:30 pm – 1:50 pm Closing Keynote
  • 1:50 pm – 2:00 pm Closing Remarks

Bold Starts Apr 26

2:30 pm – 5:00 pm

Workshops

Hands-on, interactive, and focused sessions designed to dive deep on specific topics relevant to B2B professionals. More details coming soon.

5:30 pm – 7:00 pm

Welcome Reception

Kick off your B2B Summit North America experience at our Welcome Reception, where connections are made, inspiration flows, and the energy is electric! Meet industry leaders, fellow attendees and create new connections with attendees who share your passion. This is your chance to connect, unwind, and get inspired before diving into everything B2B Summit has to offer.

Monday Apr 27

8:00 am – 9:15 am

General Breakfast

8:30 am – 9:30 am

Analyst-Led Roundtables

Small group discussions where participants gather to discuss specific topics, share ideas, or address issues collaboratively in a structured, yet informal meeting format. Limited seats are available. More details to come.

9:00 am – 11:00 am

Workshops

Hands-on, interactive, and focused sessions designed to dive deep on specific topics relevant to B2B professionals. More details coming soon.

10:00 am – 11:00 am

Analyst-Led Roundtables

Small group discussions where participants gather to discuss specific topics, share ideas, or address issues collaboratively in a structured, yet informal meeting format. Limited seats are available. More details to come.

11:00 am – 12:00 pm

Lunch & Marketplace Opening

12:00 pm – 12:10 pm

Welcome

Forrester CEO, George Colony kicks off B2B North America 2026 with words of welcome and questions to keep in mind to help you get the most out of your B2B Summit experience.

12:10 pm – 12:30 pm

Keynote: Opening Remarks & The GTM Singularity

The B2B world is on the brink of a seismic shift. AI-powered buyer autonomy is dismantling decades-old go-to-market models, upending buyer journeys, disconnecting the customer lifecycle, and consolidating tech stacks. Outdated revenue process funnels, intent signals, and seller tactics are cracking under pressure. This keynote sets the stage for B2B Summit North America by exploring what the GTM singularity means, why it’s inevitable, and how leaders must pivot to GTM models that are unified and resilient to engage, calibrate, align and measure differently. Expect a new blueprint for reinvention!

Speakers:
Dave Frankland, VP, Research Director, Forrester

12:30 pm – 1:00 pm

Keynote: The Visibility Vacuum

When buyers control the journey, discoverability, authenticity, and trust become the ultimate differentiators  not just within a buying group, but across the buying network. This keynote dives into how buyers and customers are embracing AI-driven search and adopting agents that will force providers to rethink how they grow revenue across the customer lifecycle. Learn how to engage in an era where buyers find you  not the other way around. 

Speakers:
John Buten, Principal Analyst, Forrester

1:15 pm – 2:00 pm

Breakout Sessions

GTM Transformation
Disconnected GTM Efforts Will Ruin Your Company

B2B GTM is breaking under fragmented teams, mismatched incentives, and AI-driven change. A unified GTM framework is needed to prioritize segments, align revenue plans, and calibrate buyer-centric execution. GTM teams that leverage buyer signals and continuous feedback loops will win as they adapt quicker and can deliver on customer expectations. This session introduces:  

  • A structured approach connecting GTM strategy to execution   
  • Critical artifacts required at each GTM phase  
  • The teams required to connect the dots   

Speakers:
Amy Hawthorne, VP, Principal Analyst, Forrester
Katie Fabiszak, VP, Principal Analyst, Forrester

Buyer & Customer Experience
Elevated Expectations: What Your Audience Really Wants

Your idea of a “good” buyer and customer experience is probably out of date. The onslaught of AI-assisted search and agents, self-guided options, and the imperative for personalization have elevated audience expectations. In this session, we’ll: 

  • Explore Forrester’s latest buyer and customer lifecycle journey research  
  • Examine why marketing, sales, product, and customer success leaders must rethink their view of “ideal” experiences 
  • Help you build a foundation for healthy, value-driven engagement and audience relationships  

Speakers:
Barbara Winters, VP, Principal Analyst, Forrester
Amy Bills, VP, Principal Analyst, Forrester

Engagement & Activation
Building Adaptive Marketing Programs With AI

Traditional program planning can’t keep pace with real-time buyer behavior. This session introduces adaptive program planning, a modern approach that fuses strategic process with AI-powered technology to build dynamic, responsive programs. In this session, you’ll learn: 

  • Why frontline marketing teams must evolve their program planning approach 
  • How to combine process and technology for adaptive planning 
  • What humans and AI each do best across the program lifecycle  

Speakers:
Kelvin Gee, Principal Analyst, Forrester

Planning & Measurement
A New Paradigm: Aligned Planning Across GTM Functions

In the era of AI-powered search, planning must evolve. This session shows how to align revenue, functional, and campaign planning around shared accountability and outcome-based metrics. Learn to build architectures that withstand shifting signals, prioritize results, and create trusted cadences. You’ll learn how to: 

  • Use leading indicators when early-stage visibility declines 
  • Prevent over-rotation with decision guardrails and agile frameworks 
  • Connect revenue targets to functional contributions for executable campaigns 

Speakers:
Laura Cross, VP, Principal Analyst, Forrester

Data & Insights
Building The GTM Knowledge Graph For GenAI

GenAI relies on clean, connected data and a strong context layer. Many enterprises struggle to build a GTM Knowledge Graph, limiting advanced use cases. This session shows how operations and technology teams can integrate operational data to enable AI-driven analytics and decision-making. Attendees will learn: 

  • How a GTM Knowledge Graph powers advanced genAI use cases 
  • How vendor capabilities influence build vs. buy decisions 
  • Where marketing and sales operations teams most often get stuck 

Speakers:
Brett Kahnke, Principal Analyst, Forrester

Leadership & Org
Diagnose The Barriers To Your Organizational Effectiveness

Is your team struggling to make magic happen, meet deadlines, or create the value you believe is possible? Look beyond your dashboards at essential root causes for performance, alignment, and delivering outcomes with a facilitated discussion about organizational effectiveness. In this session, you will: 

  • Understand what works to support small and large teams alike 
  • Learn how to use a tested approach to pinpoint what’s not working 
  • Help your team improve what matters  

Speakers:
Betsy Summers, Principal Analyst, Forrester

AI, Agents & Automation
Align AI Agents With Strategic Initiatives To Accelerate Growth

AI agents will soon impact every interaction and workflow supporting the purchasing journey and postsale experience. While the full potential of agentic AI has yet to be realized, B2B organizations must get the foundations in place now. In this session, you’ll learn: 

  • How AI agents accelerate decision-making, orchestrate complex workflows, and scale personalized engagement 
  • Which AI agent archetypes and capabilities are the best fit for key GTM initiatives and use cases 
  • How to onboard your AI agents 

Speakers:
Jessie Johnson, Principal Analyst, Forrester

2:15 pm – 2:45 pm

Sponsor Case Studies

Attend one session:

Adobe Case Study
Clozd Case Study
Cvent Case Study
Demandbase Case Study
Intentsify Case Study
Lead2Pipeline Case Study
Optimizely Case Study
2:45 pm – 3:45 pm

Analyst-Led Roundtables

Small group discussions where participants gather to discuss specific topics, share ideas, or address issues collaboratively in a structured, yet informal meeting format. Limited seats are available. More details to come.

2:45 pm – 3:45 pm

Marketplace Coffee Break & Networking

3:45 pm – 4:15 pm

Breakout Sessions

GTM Transformation
The Next Decade Of Selling — Described In Detail

AI, automation, and digital buying stress B2B teams in unprecedented ways. Paradoxically, these forces fuel an emerging sales supercycle — an extended period of growth and transformation. The dynamic decade ahead will reshape the beliefs and practices you have long relied on. During this session, you will: 

  • Understand the quantitative impact of AI on US sales jobs 
  • See simulated vignettes of future buyer-seller interactions 
  • Discover how sellers and GTM teams will cosell with AI agents 

Speakers:
Rick Bradberry, Principal Analyst, Forrester

Buyer & Customer Experience
The Future Of DX Is Multi-Modal

AI, voice, and video are reshaping how buyers and customers discover, engage, and decide. Static websites can’t compete with experiences that think, speak, and deliver instant answers. B2B companies must act now to adapt their digital experience and reimagine engagement. In this session, attendees will: 

  • Learn why multi-modality is a must-have in modernizing your digital CX 
  • Obtain insights and examples to accelerate DX initiatives 
  • Gain practical techniques to craft digital experiences that win audiences 

Speakers:
Renee Irion, Principal Analyst, Forrester

Engagement & Activation
Surviving When Your Revenue Process Is Obsolete

The biggest threat to your business is its antiquated revenue process.  Because it’s based on outdated assumptions and not aligned to anything — internally or externally  — performance continues to decline.  This session includes: 

  • A frank discussion about the biggest problems restricting current revenue processes 
  • A roadmap for adopting new, best-practice processes for signals, buying groups, intent, brand, GTM, and customer alignment that organizations need to thrive  
  • Examples of real-world business impact realized by this transformation 

Speakers:
Terry Flaherty, VP, Principal Analyst, Forrester

Planning & Measurement
Turning Transparency Into Trust For GTM Growth

In an AI-powered, buyer-driven market, partner trust hinges on transparency. In this fireside chat, an enterprise software company reveals what happened when partners questioned lead routing and attribution. Discover how they made transparency non-negotiable, leveraging connected systems and shared dashboards to rebuild confidence, align GTM teams, and drive measurable ecosystem impact. Attendees will learn: 

  • How transparency reshapes partner behavior 
  • What worked  and what didn’t  when proving attribution 
  • How to overcome resource constraints with phased innovation 

Speakers:
Maria Chien, VP, Principal Analyst, Forrester

Data & Insights
From Data Silos To A Unified AI Foundation

Operations and technology teams must overcome persistent data fragmentation across marketing and sales systems. Learn how a global software vendor replaced outdated, fragmented data silos with a modern, distributed approach that connects and normalizes data for an AI-ready foundation. In this session, you’ll hear how this vendor: 

  • Aligned leaders across the go-to-market functions to drive data support 
  • Got past inevitable bumps in the road 
  • Delivered AI results through data literacy and governance 

Speakers:
Katie Linford, Principal Analyst, Forrester

Leadership & Org
Crank Up Your Transition Leadership Prowess

Your leadership matters — whatever your level in the organization. Learn what questions to ask yourself in preparation to lead your team, your product, and your initiative in a changing age. In this session, you will learn the power of: 

  • A change model that understands individual differences in change readiness  
  • Human-centered, emotionally intelligent awareness in your role  
  • Listening, communication, and storytelling prowess from beginning to end 

Speakers:
James L. McQuivey, PhD, VP, Research Director, Forrester

AI, Agents & Automation
Build AI-Ready Content Capabilities That Scale

AI agents and automation are reshaping content work, but the next phase will reveal who can scale value. As budgets tighten and scrutiny rises, B2B leaders must make smarter tech and workflow decisions. This session helps leaders build scalable, defensible content capabilities under pressure. Attendees will learn: 

  • Where content creation and optimization deliver real ROI today 
  • How to reduce vendor, disruption, and tech-debt risk 
  • Why workflows, people, and governance are the determinants for success 

Speakers:
Lisa Gately, Principal Analyst, Forrester

4:30 pm – 5:00 pm

Sponsor Case Studies

Attend one session:

Influ2 Case Study
Informa TechTarget Case Study
LeanData Case Study
NetLine Case Study
Optimizely Case Study
People Data Labs Case Study
5:15 pm – 5:45 pm

Guest Keynote

5:45 pm – 6:45 pm

Networking Reception

Join us in the Marketplace to debrief with your team, create new connections and engage with sponsors while enjoying great food and delicious refreshments in a fun atmosphere!

Tuesday Apr 28

8:00 am – 9:15 am

General Breakfast

8:00 am – 9:15 am

Workshops

Hands-on, interactive, and focused sessions designed to dive deep on specific topics relevant to B2B professionals. More details coming soon.

8:15 am – 9:15 am

Analyst-Led Roundtables

Small group discussions where participants gather to discuss specific topics, share ideas, or address issues collaboratively in a structured, yet informal meeting format.

9:30 am – 9:35 am

Welcome Back

Join us as we kick off Day 2 of the B2B Summit with an energizing welcome session. We’ll recap key insights from Day 1, highlight today’s agenda, and share what’s ahead to help you maximize your experience.

Speakers:
Dave Frankland, VP, Research Director, Forrester

9:35 am – 10:00 am

Keynote: Make Brand + Demand Your Preference Multiplier

Brand and demand have long worked in silos, but increasingly self-guided buyers form preferences that are forcing convergence. Traditionally, brand impact is hard to tie to revenue, and AI is now reshaping how demand proves its contribution. This keynote showcases why connecting brand and demand ensures every interaction builds trust and fosters preference. Learn:

  • What intent really indicates
  • How to measure preference and its impact
  • Why brand + demand drives greater pipeline performance

Speakers:
Ian Bruce, VP, Principal Analyst, Forrester
Kelvin Gee, Principal Analyst, Forrester

10:00 am – 10:30 am

Return On Integration Honors

The 2026 B2B Return On Integration Honors showcase C-Level experts in organizations that have achieved strong product, marketing, sales, and customer engagement alignment, and as a result have improved company performance.

10:30 am – 11:30 am

Marketplace Coffee Break & Networking

11:30 am – 12:00 pm

Breakout Sessions

GTM Transformation
A Candid Look At One Company’s GTM Transformation

Most B2B go-to-market strategies are product-focused and developed from an “inside out” perspective. A consistent, repeatable approach is needed to create winning GTM strategies that deliver customer value and simplify revenue generation. Join this engaging discussion with a senior B2B executive to learn:  

  • Challenges their organization faced by operating from a product-centric view  
  • The approach they took for an audience-focused GTM strategy transformation 
  • How the strategy will guide resourcing, budgeting, and go-to-market execution 

Speakers:
Katie Fabiszak, VP, Principal Analyst, Forrester

Buyer & Customer Experience
Agile Messaging Delivers Engaging Experiences And Campaigns

Agile messaging implies messaging that changes quickly, but that often has a negative perception as messaging that simply reacts. Instead, messaging that adapts to what buyers and customers seek, while remaining true to the brand promise and product capabilities, delivers impactful experiences and revenue. This session will: 

  • Introduce an approach to building agile messaging that leverages differentiators 
  • Discuss how storytelling helps buyers and customers envision themselves gaining value 
  • Show how to craft winning campaigns using audience-centric messaging 

Speakers:
Barry Vasudevan, VP, Principal Analyst, Forrester

Engagement & Activation
Win The Post-Zero-Click Search Game

In today’s AI-powered search landscape, visibility alone won’t drive results. The modern marketer’s challenge is optimizing not just for discovery and click volume, but also for relevance and audience quality — where credibility, trust, and activation converge. Those who master post-zero-click engagement will turn their marketing activation into meaningful momentum. In this session: 

  • Understand why AI-powered search redefines engagement dynamics 
  • Get insights and examples that inspire new approaches 
  • Learn actionable AEO strategies that deliver value 

Speakers:
Renee Irion, Principal Analyst, Forrester

Planning & Measurement
From Cold Outreach To AI-Orchestrated Growth

AI, automation, buyer self-service, and partner ecosystems are transforming prospecting. This session explores how modern sales organizations must rethink roles, processes, and incentives to thrive in an AI-powered environment. Move beyond legacy prospecting and adopt agile, data-driven approaches that align with today’s buying dynamics. Attendees will learn how to: 

  • Redesign prospecting roles and motions for AI-assisted selling 
  • Align quotas, incentives, and processes to modern buyer behavior 
  • Replace outdated tactics with collaborative strategies 

Speakers:
Shakeel Khan, Principal Analyst, Forrester

Data & Insights
Market And Buyer Intelligence That Powers GTM Success

Market, competitive, and buyer insights are critical for GTM success, yet many organizations struggle to operationalize intelligence. This session introduces a maturity model for building a robust intelligence program that drives decisions across product, marketing, sales, and executive teams. Attendees will learn: 

  • Steps to develop and advance a comprehensive intelligence program 
  • How to leverage AI for faster, deeper insights 
  • Use cases that ensure consistency and growth across the organization 

Speakers:
Beth Caplow, , Forrester

Leadership & Org
Leading When AI Democratizes Work

AI is scaling creation faster than most go-to-market teams can adapt. Using content democratization as a practical lens, this session shares adaptable frameworks and approaches leaders can use to address: 

  • How workflows, roles, and decision rights shift as creation scales 
  • Which skills gain value in AI-enabled teams 
  • Redesigning collaboration, governance, and readiness 

Speakers:
Lisa Gately, Principal Analyst, Forrester

AI, Agents & Automation
Navigate The AI Capability Collision In Revenue Tech

With AI embedded in nearly every marketing and sales platform, organizations face a new challenge — ensuring these technologies work together instead of creating confusion. Like air traffic controllers managing busy skies, leaders must avoid collisions and misalignment across the revenue tech stack to maintain operational efficiency.  Attendees will: 

  • Learn where AI capabilities complement or conflict across 40 technology categories 
  • Identify pitfalls that undermine AI-driven productivity and customer experience 
  • Discover best practices to ensure smooth operations 

Speakers:
Kathleen Pierce, Principal Analyst, Forrester

12:15 pm – 12:45 pm

Sponsor Case Studies

Attend one session:

1mind Case Study
Dun & Bradstreet Case Study
Informa TechTarget Case Study
LeanData Case Study
Salesforce Case Study
WordPress VIP Case Study
12:45 pm – 2:00 pm

Marketplace Lunch & Networking

2:00 pm – 2:45 pm

Breakout Sessions

GTM Transformation
Partner Your Way To Complete Solutions 
For market and long-term success, B2B organizations must co-innovate and orchestrate with partners to create complete solutions. Yet many organizations are stuck proliferating atomized product offerings rather than looking across the partner ecocystem to solve bigger customer problems. In this session, you will learn:
  • Why this approach is important now
  • How to identify offering gaps and create new opportunities
  • Where to leverage Forrester’s Portfolio Model with partners in the offering lifecycle

Speakers:
Kathy Contreras, VP, Principal Analyst, Forrester
Tony Plec, Principal Analyst, Forrester

Buyer & Customer Experience
A Personalization Prescription: Rx For Winning Experiences
AI-first interactions have infused buyer and customer behavior, and there’s no going back. Marketers must move beyond static segmentation and preplanned sequences to deliver personalized, context-aware experiences that match real-time behaviors. In this session, we’ll:
  • Show Forrester data that tracks changes in buyer and customer expectations and behaviors
  • Explain how AI can help you craft winning experiences for buyers’ purchasing journeys and customers’ postsale engagement
  • Explore how to segment and personalize for AI-enabled customers

Speakers:
Jessie Johnson, Principal Analyst, Forrester
Amy Bills, VP, Principal Analyst, Forrester

Engagement & Activation
Win Buyer Trust With Proof
Answer-engine-led discovery and increasing buyer skepticism are raising the search bar: buyers want evidence, not claims. As AI reshapes buyer research, teams must deliver decision-driving proof that buyers trust. Learn how to move from unsubstantiated claims to buyer-ready evidence. In this session, you’ll learn:
  • Practical examples of evidence buyers expect across common scenarios
  • How to structure proof for credibility, comparison, and answer engine optimization
  • How teams can align on proof priorities and deliver on them consistently

Speakers:
Lisa Gately, Principal Analyst, Forrester

Planning & Measurement
Evaluating Content Impact In An AI World
Understanding content performance has been a perennial marketing challenge. AI can turn content and engagement into actionable data — a potential embarrassment of riches or a cache of anecdata until you figure out what represents actual content intelligence. In this session, you will learn:
  • How to determine what metrics matter most
  • The latest technology developments that can support your content intelligence journey
  • How to craft a content intelligence pilot

Speakers:
Phyllis Davidson, VP, Principal Analyst, Forrester

Data & Insights
Future-Proofing Product Growth Insights
Today’s buying networks include both human and AI decision-makers, demanding a more intentional approach to data and insights for sustainable product growth. Many organizations are overly rotated on activity tracking rather than customer value. In this session, you will learn:
  • Metrics practitioners have stopped measuring and why
  • Unexpected signals marketing, product and customer success leaders rely on to understand customer value
  • New practices adopted by organizations and how these changes improved their business outcomes

Speakers:
Lisa Singer, VP, Principal Analyst, Forrester

Leadership & Org
Get Ready For AI With Forrester's AIQ
Your AI tools will only succeed if your people choose to let them. Increase their AI readiness and boost their motivation to choose AI-fueled success for your and their ultimate benefit. Forrester’s AIQ tool will reveal what you need to work on to boost your AI outcomes. In this session, you’ll:
  • Understand why the people matter to AI success more than the tools
  • Learn what AIQ tells you about people’s readiness
  • Assess yourself and learn to assess your teams

Speakers:
James L. McQuivey, PhD, VP, Research Director, Forrester

AI, Agents & Automation
When AI Agents Take Over, What’s Left For You?
AI agents are moving from pilots to full-scale deployment across marketing, sales, customer, and product. Adoption reshapes roles, responsibilities, hiring, workflows, and metrics. In this panel discussion, attendees will learn:
  • Which jobs will shift, shrink, or grow as agents automate tasks and orchestrate journeys
  • Where humans deliver unique value — and what human specialties will be in high demand
  • How organizations should define clear ownership between agents and humans

Speakers:
Laura Cross, VP, Principal Analyst, Forrester
Laura Ramos, VP, Principal Analyst, Forrester
Naomi Marr, Principal Analyst, Forrester
Mark Ogne, Principal Analyst, Forrester
Emily Collins, VP, Research Director, Forrester

3:00 pm – 3:30 pm

Sponsor Case Studies

3:30 pm – 4:30 pm

Analyst-Led Roundtables

Small group discussions where participants gather to discuss specific topics, share ideas, or address issues collaboratively in a structured, yet informal meeting format.

3:30 pm – 4:30 pm

Marketplace Break & Networking

4:30 pm – 5:00 pm

Programs Of The Year Honors

The 2026 B2B Programs Of The Year Honors recognizes outstanding achievements in a particular area in product, marketing, sales, and customer engagement functions based on innovative frameworks and best practices to improve functional performance.  

5:15 pm – 5:45 pm

Keynote: The Accountability Reset

Distributed buying networks, answer engine adoption, and increasing self-service behavior has turned fragmented processes, technology, and mismatched incentives into GTM’s Achilles’ heelMeasuring what works is no longer just about volume-obsessed engagement measures. This keynote calls for an accountability reset, one that unifies teams around shared outcomes. Explore new ways to measure performance when buyer invisibility is the norm, not the exception.

Speakers:
Ross Graber, VP, Principal Analyst, Forrester

8:00 pm – 10:00 pm

Reception and Concert (Off-site)

Join us for an evening of festivities!

Wednesday Apr 29

8:00 am – 9:15 am

General Breakfast

8:00 am – 9:15 am

Workshops

Hands-on, interactive, and focused sessions designed to dive deep on specific topics relevant to B2B professionals. More details coming soon.

8:15 am – 9:15 am

Analyst-Led Roundtables

Small group discussions where participants gather to discuss specific topics, share ideas, or address issues collaboratively in a structured, yet informal meeting format.

9:30 am – 9:35 am

Welcome Back

Join us as we kick off Day 3 of the B2B Summit with an energizing welcome session. We’ll recap key insights from Day 2, highlight today’s agenda, and share what’s ahead to help you maximize your experience.

Speakers:
Dave Frankland, VP, Research Director, Forrester

9:35 am – 10:00 am

Keynote: Human + AI GTM

The future of GTM isn’t human or AI, it’s calibrated for both. This keynote session unpacks how to orchestrate a hybrid model where human creativity and machine intelligence work in harmony. From predictive, generative, to agentic AI, learn how to embed AI and AI agents into workflows without losing the human touch that builds relationships and trust.

Speakers:
Jessie Johnson, Principal Analyst, Forrester

10:00 am – 10:30 am

Keynote Case Study

10:35 am – 11:20 am

Breakout Sessions

GTM Transformation
Should You Verticalize? Making The GTM Shift
Many B2B organizations are considering verticalization, but is it right for you? This session explores when a vertical approach can create an advantage as well as changes required in GTM strategy, roles and responsibilities, and team member behaviors. This session includes a guided Q&A discussion to test your own ideas. You will learn:
  • How to assess whether verticalization fits your market and business model
  • The GTM changes required to operationalize a vertical strategy
  • Team capabilities and structures needed to support vertical focus

Speakers:
Barry Vasudevan, VP, Principal Analyst, Forrester

Buyer & Customer Experience
Authentic Content Builds Buyer And Customer Trust
As AI-generated content proliferates, buyers and customers increasingly seek truth, expertise, and validation. This panel explores what authentic content really means — and how to create and promote it with integrity. Panelists will share how human insight, third-party credibility, and content strategies drive trust across channels that humans and AI rely on. Learn:
  • What authentic content means in the AI era
  • How to cocreate credible content
  • Ways to activate owned, earned, and paid channels

Speakers:
Karen Tran, Principal Analyst, Forrester
Phyllis Davidson, VP, Principal Analyst, Forrester

Engagement & Activation
Align Pre- And Postsales Teams To Power Value Realization
Organizations struggle to activate customers because presale expectations, signals, and context rarely align with their onboarding experience. Buyers expect continuity, yet most organizations treat onboarding as a disconnected, downstream task. This session shows how unified presale and postsale processes create the conditions for early value realization and stronger retention. Attendees will learn to:
  • Align sales and customer success on readiness and shared outcomes
  • Transfer context, not tasks, during the handoff
  • Design onboarding to accelerate value

Speakers:
Shari Srebnick, Principal Analyst, Forrester

Planning & Measurement
Forget Everything You Know About Measuring Marketing Contribution
AI search, with its easy, zero-click answers, is transforming B2B buying behavior. With that change, AI search is poised to upend the decades-old, engagement-based accountability model that defines B2B marketing contribution. In this session, you will learn:
  • How AI search has created an urgent, unavoidable disruption
  • Why the impact of AI search is much more significant than adjusting a few new metrics
  • How to lead your organization toward a new vision of marketing contribution

Speakers:
Ross Graber, VP, Principal Analyst, Forrester

Data & Insights
Unlocking Insights In The Era Of AI-Powered Search
Zero-click search is reducing organic site traffic, making trustworthy buying signals more critical. As first-party volumes decline, qualified buyers remain. This session shows how to augment first-party insights with third-party intent data and signals from across the buying network, including AI engines. Attendees will learn:
  • How AI-powered search elevates third-party signal importance
  • How data strategies adapt as early-stage engagement declines
  • How combining sources reveals buyer behavior for smarter GTM decisions

Speakers:
Brett Kahnke, Principal Analyst, Forrester

Leadership & Org
Organizational Design Will Drive Your Operational Excellence
When organizational design lacks clarity, trust erodes, conflict grows, and execution stalls. This panel features client leaders who have reimagined structures to align responsibilities, empower teams, and strengthen the often-overlooked “people muscle.” Attendees will learn how clear roles, accountability, and intentional talent strategies drive engagement, reduce friction, and create operational excellence.
  • How to design clarity that builds trust and accelerates execution
  • Approaches to align roles and empower teams
  • Talent strategies to boost engagement and minimize conflict

Speakers:
Laura Cross, VP, Principal Analyst, Forrester

AI, Agents & Automation
Harnessing AI To Reshape Customer Experiences And Value
Teams in sales, product, and postsale can elevate customer experiences by wielding AI tools to make those experiences more contextual. This panel discussion will explore:
  • The role these teams play in aligning and accelerating how customers attain value.
  • How teams can deliver highly relevant product experiences and shape interactions that feel tailored and timely.
  • How to enhance customer satisfaction and strengthen loyalty by consistently reinforcing the value these teams deliver across the entire relationship

Speakers:
Peter Ostrow, VP, Principal Analyst, Forrester
Tony Plec, Principal Analyst, Forrester
Laura Ramos, VP, Principal Analyst, Forrester
Emily Collins, VP, Research Director, Forrester

11:35 am – 12:05 pm

Sponsor Case Studies

12:05 pm – 12:50 pm

Marketplace Lunch & Networking

12:50 pm – 1:20 pm

Breakout Sessions

GTM Transformation
From Products To Platforms: Stories From The Trenches

The shift from individual products to SaaS-based platforms and unified portfolios is redefining the B2B landscape. Although these solutions are designed to unlock efficiencies and drive better outcomes for customers, vendors face challenges in design, GTM strategies, and adoption. Join our panel of industry experts to:

  • Hear about real-world experiences in navigating this transition
  • Gain insights for managing the complexities of multi-product solutions
  • Learn about ways to align teams for successful product and go-to-market execution

Speakers:
Beth Caplow, , Forrester

Buyer & Customer Experience
Driving Growth Through A Proof-Driven Strategy
Larger deal sizes, higher switching costs, and greater budget scrutiny are forcing buyers to demand experiential proof of value before they buy. However, trials and proofs-of-concept often fail when marketing, sales, and product misalign on objectives, success criteria, value narrative, experience expectations, and more. In this session, you will:
  • Learn how cross-functional collaboration creates a stronger, proof-led growth strategy
  • Discover key buyer insights for successful trial and proof-of-concept experiences
  • Understand requirements to drive measurable growth

Speakers:
Lisa Singer, VP, Principal Analyst, Forrester

Engagement & Activation
How AI Transforms ABM For Sales And Marketing
Automation and genAI have changed the rules of how marketing and sales teams engage in ABM, bringing personalized, orchestrated experiences within reach. However, it’s not as simple as flipping a switch. This session explores how to:
  • Build foundations to effectively leverage automation and unite ABM efforts
  • Align sales and marketing from planning through execution
  • Rethink your ABM approaches to capitalize on focus and scale

Speakers:
Nora Conklin, Principal Analyst, Forrester

Planning & Measurement
Link Brand And Demand To Show Marketing Effectiveness
B2B marketers have long struggled to quantify brand’s impact on business outcomes, leaving brand undervalued compared to demand metrics. This session shares how one organization used the B2B Brand Measurement Framework to link brand equity to tangible results. You’ll learn how to:
  • Apply a unified framework that ties brand to revenue outcomes
  • Integrate brand and demand metrics for holistic planning
  • Use actionable insights to elevate brand as a growth driver

Speakers:
Ian Bruce, VP, Principal Analyst, Forrester

Data & Insights
Turning Deal Intelligence Into Advantage
Accurate quoting isn’t just about speed, it’s about intelligence. By capturing insights from every deal, organizations can tailor solutions, improve retention, and anticipate future buying behavior. This session explores how deal-driven intelligence informs smarter decisions, enabling personalized offers, better forecasting, and sustainable growth. Attendees will learn how to:
  • Extract actionable insights from quoting processes to shape future demand
  • Use deal intelligence to personalize offers and strengthen relationships
  • Apply insights for improved forecasting and profitable growth

Speakers:
Vicki Brown, VP, Principal Analyst, Forrester

Leadership & Org
AI Won't Fix Your Org Chart, You Will
Leaders betting on AI to solve marketing chaos are scaling dysfunction, not progress. This session flips the script: fix the org first, then make AI work for you. In this session, attendees will:
  • Learn how to diagnose structural gaps before automating broken processes
  • Understand how to align leadership on problem-first strategy
  • Build AI fluency as a shared competency, not a silo

Speakers:
Rani Salehi, Principal Analyst, Forrester

AI, Agents & Automation
How To Avoid Random Acts Of AI
The pressure to adopt AI drives go-to-market teams to hastily buy tools in silos, leaving them with fragmented capabilities, limited visibility into AI’s impact, and struggling to demonstrate value and scale AI with confidence. AI must be deployed with the intention to unlock business outcomes and support customer needs. Join this session to learn:
  • The consequences of playing into the AI hype
  • How to implement a scalable, measurable model to onboard AI
  • The keys to AI success

Speakers:
Katie Linford, Principal Analyst, Forrester

1:30 pm – 1:50 pm

Closing Keynote

1:50 pm – 2:00 pm

Closing Remarks

Speakers:
Dave Frankland, VP, Research Director, Forrester

B2B Summit North America · April 26 – 29, 2026 · Phoenix

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