LEADERS EDITION

AI MASTERCLASS FOR GROWTH

CO-LOCATED EXECUTIVE ROUNDTABLES

ACCOUNTING - FINANCE - INSURANCE - LEGAL - HR - PLANNING


YOUR HOST & SPEAKERS

Jenna Dominique

Pitch
& Influence Coach

Julie Holmes

AI, Innovation
& Technology Expert

Luke Richards

RVP,
EMEA - Commercial


AGENDA - 15:00 - 18:00

BADGE PICK-UP & SELECT YOUR ROUNDTABLE TOPIC

15:00 - 15:30

THE AI PLAYBOOK FOR
PREDICTABLE REVENUE GROWTH

15:30 - 15:45

Key Takeaways:

⭐ Discover how to make revenue growth more predictable.

⭐ Learn how to unlock more revenue from existing accounts.

⭐ Understand how to scale sales, without scaling headcount.

Luke Richards

RVP, EMEA - Commercial,
Clari/Salesloft

INDUSTRY ROUNDTABLES

15:45 - 16:30

The Chatham House Rule: Share your Industry Challenges with peers in a trusted environment across various sectors:

⭐ AI for Account Retention
⭐ AI for Lead Generation
⭐ AI for New Business
⭐ AI to Unlock Installed Base Revenue
⭐ Bids & Proposals
⭐ Future of Data & Manufacturing

FIVE AI SHIFTS RESHAPING BUSINESS GROWTH RIGHT NOW

16:30 - 17:30

Key Takeaways:

⭐ Understand why context, not just contact, is the new currency in complex sales.

⭐ Assess your AI readiness using the AI Maturity Map.

⭐ Identify leadership shifts required to turn AI adoption into actual revenue impact.

Julie Holmes

AI, Innovation
& Technology Expert

CLOSE & SOCIAL DRINKS

17:30 - 18:00


WIN MORE BUSINESS, FASTER!



The Professional Services Growth Summit is for C-level, business leaders, VPs, sales directors and heads of revenue generating teams working across professional & financial services.

Five AI Shifts Reshaping Business Growth Right Now...
In this program, inventor, tech founder, and AI strategist Julie Holmes breaks down the five transformations reshaping revenue generation right now and shows your team how to respond with clarity instead of concern. Using her AI Maturity Map, attendees will assess where they actually stand and map a practical path forward. Because tools alone don't drive transformation, Julie also tackles the leadership and organisational shifts required to make AI work across your revenue team. A self-described 'Now-ist', Julie doesn't deal in distant predictions. She equips you with what works today.


ROUNDTABLES

C-Level, Leadership & AI Challenges

⭐ Account Retention ⭐ Bids & Proposals ⭐ AI for Lead Gen ⭐ AI for Market Research ⭐ AI for New Business ⭐ AI for Productivity ⭐ AI for Customer Success ⭐ Women in Insurance

MORE INFO

Who should attend?

+ C-Suite: CROs, CCOs, CSOs, CMO, CTOs & COOs

+ MDs, VPs, Sales Directors & Heads of Business

+ National, Regional, Territory & Sales Managers

+ GTM, Strategy & Marketing Leaders

+ Service Directors & Customer Success Leaders.

Why should I attend?

+ Stay ahead of industry trends shaping the future of professional and financial services.

+ Gain actionable insights to enhance your revenue strategies.

+ Expand your professional network with industry revenue & sales leaders in professional and financial services.

+ Discover cutting-edge technologies that streamline sales operations & revenue accelerate growth.

What are the key themes & topics?

+ Sales Transformation: AI Implementation and Digital Integration.

+ Revenue Growth Tactics: Best practices for pricing, forecasting, and maximizing margins in a competitive market.

+ Customer-Centric Selling: How to align sales efforts with evolving customer needs.

+ Data-Driven Sales: Using analytics and automation to drive predictable revenue growth.

+ Round Tables & Panel Discussions: Insights from top revenue leaders on overcoming industry-specific challenges.

ROUNDTABLE HOSTS

Ben Turner

Executive Director, Member Engagement

Emma Pritchett

Regional Sales Director

Adrian Goddard

Commercial Director

Sam Welch

Chief Revenue Officer

Kerry Reynolds

Director of Retail & Business Banking

Stella Round

Mental Health & Wellbeing Ambassador


SET YOUR COURSE

Hyatt Regency London Blackfriars, 7 July 2026


IN PARTNERSHIP WITH