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5:30PM

to

7:00PM

Monday March 24

Monday Night Welcome Networking Reception

Whether you just arrived or have been attending all-day workshops, kickoff your Competitive Marketing Summit experience with our networking reception.

7:00AM to 8:00AM

Registration, Breakfast, & Sponsor Expo

Begin the day with breakfast, while having an opportunity to network with your competitive marketing peers.

8:00AM to 8:10AM

Conference Opening - Welcome

Welcome and opening remarks from the founder and prinicpals of the Competitive Marketing Summit

Ben Scheerer

Conference Keynote

Full Stack Competitive Marketing

A CMO & CRO Guide to Out-Marketing your competition 

8:10AM to 9:15AM

With 38 years of sales, marketing and GTM strategy across the high-tech and manufacturing industries, award-winning Joanne Moretti, sales leader turned marketing leader turned GTM business executive, will take you through her full-stack of competitive marketing tools, selling approaches, best practices and wisdom. 

 

She has come to realize pricing is a differentiator but full-stack competitive GTM strategies go well beyond that.  The audience will walk away inspired, and loaded with learnings you can take back and immediately apply.  

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Joanne Moretti

CRO, Fictiv

keynote
trujillo

Session 1: Data-Driven Competitive Intelligence and Digital Marketing in the Age of Generative AI

9:15AM to 10:00AM

Machine learning and generative AI have become powerful engines of innovation, driving rapid development of new products, features, and services that harness analytics and AI for critical decision-making. However, it's the effort to secure the right data—and trusting its accuracy and integrity—that distinguishes market leaders from the competition. This unprecedented pace of change has amplified the challenge of acquiring superior data in competitive intelligence and digital marketing.

Data is the catalyst for amplifying business outcomes in go-to-market strategies. Few things are more frustrating than launching new campaigns, sales playbooks, battle cards, and customer presentation decks, only to find they fail to deliver results. Often, the core issue lies in not having the right data in play. In this session, George Trujillo, a seasoned leader in data and AI initiatives with deep expertise in vendor ecosystems, will share valuable insights from his experience making technology decisions and shaping competitive intelligence strategies to drive impactful results.

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George Trujillo

10:00AM to 10:30AM

Break & Sponsor Expo

Grab a quick refreshment as well as have time to speak with the sponsors and network with your peers.

10:30AM to 11:15AM

If you don't know the real reasons you're winning and losing to your top competitors, how can you make the changes necessary to win more and drive more revenue? In this session, we’ll explore the significant competitive advantage you’ll create through collecting and analyzing direct customer feedback. The data you capture through effective win-loss analysis helps you identify your strengths and weaknesses, build strategic alignment, and refine your sales and marketing efforts.

Learn how to run an effective win-loss program -How to pull competitive insights from qualitative feedback

How to use that feedback cross-functionally to drive revenue

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Alysse Nockels

Palo Alto Networks

Spencer Dent

Clozd

Alysse-Clozd

11:15AM to 12:00PM

Session 3:  Intelligence Amplified: Filling the Gaps for Go-to-Market Success, and Wowing Your Stakeholders

Launching a successful product or service demands a deep market understanding. However, even thorough competitive research can miss "obvious" gaps—those seemingly self-evident insights crucial for your go-to-market strategy.  Effectively communicating these insights to Leadership is just as important as the findings and the subsequent actions needed. This session explores how to identify and address these hidden gaps, impressing your internal customers with them by understanding The Working Genius Model(TM), and integrating them into your plan for maximum impact. 


We'll uncover these overlooked insights through:

 

Reframing competitive analysis: Shifting beyond data to a holistic market view.

  • Embracing the "voice of the customer": Utilizing feedback to uncover unmet needs.

  • Challenging assumptions: Questioning beliefs about your industry and customers.

  • Exciting Leadership with your findings, analysis and action steps for peak uptake and maximum competitive advantage

Cindy Gerber Tomlinson

INOVIS

Ben Scheerer

Red Hat

IntelAmplified

12:00PM to 1:00PM

Lunch, Birds of a Feather, & Sponsor Expo

Enjoy lunch at a table with a subject matter expert & your peers while discussing a topics of interest.  Spend time speaking with our sponsor to better understand how they can help your business

Session 4:  From Data to Decisions: Influencing with Insights at the Executive Table

1:00PM

to

1:45PM

Getting a seat at the executive table is hard but aligning and implementing decisions? Not an easy task, even for the most seasoned competitive insights professionals. Join this session to learn more about creating the compelling case to get there, the data it takes to influence, implementation tactics, and how to make that invite recurring. 

Expect real stories from the trenches, examples from leading competitive programs, a live case study in action and tangible frameworks to take home -- and leave this session with more confidence and new competitive program plays on how to influence decision making at any executive level to beat the competition. 

Clara Smyth

Klue

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Claire Brunvand

Survey Monkey

ClaraS
CI_Mythbusters

1:45PM to 2:30PM

Your favorite “no topic is off limits” CI panel returns for another installment of Surviving CI in Tech, this time tackling the onslaught of AI for seemingly everything you do in your daily workflow. 
According to the hype (and your brother-in-law who’s really into crypto), AI is the ultimate key to workplace efficiency. But what does that mean for Competitive Intelligence? Where do intelligence professionals hit maximum payoff or encounter diminishing returns when incorporating AI into research or, dare we say, analysis? 
Our four filter-less intelligence practitioners will talk to you about how, where, and why they are (and are not) using AI to enhance parts of their competitive intelligence programs. You’ll get four distinct points of view on the use of AI in CI and leave with tactical takeaways you can use in your CI program ASAP.

Learning Objectives:

This session provides a healthy antidote to anyone who believes AI can magically take on all of their mundane tasks. Instead of hearing about how the right prompt will finally get you to that four hour work week, attendees will learn more about where AI can be useful in creating competitive intelligence assets, leveraging AI for intel collection, how to approach creating standards for AI usage, where they need to take extra care in relying on AI, and more.

Pat Wall

Palo Alto Networks

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Matt Krumholz

Splunk

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Alysse Nockels

Palo Alto Networks

2:30PM to 

3:00PM

Grab a quick refreshment as well as have time to speak with the sponsors and network with your peers.

Break & Sponsor Expo

3:00PM to 

3:50PM

Session 6: Become a Business Relationship "Ninja": Increase your Business Relationship Intelligence

We're gonna say it:

Teams are missing POWER skills.

Solid and meaningful relationships are more important than ever. Both internally AND externally. And developing them can't be done in the same "old" ways.

 

In fact, new studies show that the top skills client-facing teams need to deliver are:

  • Creativity

  • Emotional Intelligence

  • Empathy

  • Influence

 

Our Business Relationship Ninja Keynote addresses these needs in a totally kick a$$ and entertaining way (would you expect any less from two professional improvisers?) and shares immediate and actionable tips on how to deepen internal and external relationships.

 

KEYNOTE

Building:

  • Uncertainty Tolerance

  • Emotional Intelligence

  • Authentic Empathy

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Gail Montgomery

ExperienceYES

Bruce Montgomery

ExperienceYES

ExperienceYES

3:50PM to 

4:35PM

Session 7: The Missionary and The Mercenary: A Leadership Balancing Act

Every leader navigates the need to be both idealistic and pragmatic. Lean too far in either direction, and the consequences can derail decisive action, cause teams to crumble, and even limit your career. Mastering this balance between mindsets is the essence of high-impact leadership.

In this engaging panel, Derek and Arik Johnson, co-authors of The Missionary and The Mercenary, will unpack how intelligence leaders can practice the skills to capitalize on both perspectives.

 

You’ll gain actionable insights on:

  • Asking the right questions to navigate complex strategic, market and competitive decisions.

  • Harnessing both idealism and pragmatism to drive organizational results and success.

  • Avoiding common pitfalls while cultivating an adaptable leadership mindset.

Whether you’re seeking to elevate your leadership style or better guide your organization, this discussion will leave you with practical lessons to implement immediately. Join us to explore how our panelists have walked this tightrope in their career to help stakeholders control their future too.

Derek Johnson

Aurora WDC

Arik Johnson

Aurora WDC

AuroraWDC

4:35PM to 

6:15PM

Evening Networking and Cocktails

Enjoy light appetizers and refreshments while networking after the Day 1 of the Competitive Marketing Summit

Premiere Sponsors

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