FUTURE PROOF YOUR BUSINESS

― AI & LEADERSHIP EDITION ―

CO-LOCATED EXECUTIVE ROUNDTABLES

ACCOUNTING - FINANCE - INSURANCE - LEGAL - HR - PLANNING

YOUR HOSTS

Julie Holmes

AI, Innovation & Technology Expert

Jenna Dominique

Pitch & Influence Coach

AGENDA

08.30 - 09.15: Welcome & Breakfast Networking

09.15 - 10.30: "Five AI Shifts Reshaping Business Growth Right Now", with Julie Holmes

10.30 - 11.30: Executive Industry Round Tables

WIN MORE BUSINESS, FASTER!

The Professional Services Growth Summit (AI & Leadership Edition) 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.

SPONSORSHIP OPPORTUNITIES

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?

+ Chief Revenue Officers (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

Laura Crawford

Industry Publisher

Dan Shipway

Head of Sales

Laura Hayton

Head of Business
Development (North)

Josh Dugdale

Head of AMUK

Alan Arthur

Chief Executive Officer

James Fudge

Head of Operations

Peter Williamson