Join leaders for a half‑day experience intentionally designed to foster real connection, fresh perspective, and meaningful dialogue.
1. Perspectives you can take back to the business
Gain insights from new industry research and peer discussion focused on relationships, growth, and what’s next.
2. Curated peer circles, not open networking
Facilitated conversations with peers organized by industry to spark honest dialogue and real connection.
3. An iconic setting with exclusive access
Experience Yankee Stadium behind the scenes and close out the day with a private reception alongside former New York Yankees alumni.
A four‑time World Series champion, Tino Martinez was known for being a trusted presence in the Yankees lineup during one of the most successful eras in franchise history. At the closing reception, enjoy an informal meet‑and‑greet with Tino, including conversation and photo opportunities in a relaxed setting.
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Exclusive first look: this session will examine how financial advisors establish trust, personalize engagement, and maintain strong relationships in an increasingly complex environment. Coalition Greenwich will share new findings that update and expand on its 2020 study, reflecting how advisor behaviors and engagement models have evolved.
Join us for a first look at newly released research on growth in professional services. Phronesis Partners will present findings from its latest industry study, offering a data-backed view into how law, accounting, and consulting firms approach time allocation, proactive BD, relationship capital, and the tools and events that matter most for driving real business outcomes.
Explore how leading law, accounting, and consulting firms are turning growth insights into real behavior change, from creating space for proactive BD to making “who knows whom” visible across the firm. Hear practical, on-the-ground examples of what’s working, what’s not, and what they’d do differently.
The State of Banking
This session offers a research‑based overview of the banking landscape, highlighting shifts in market dynamics, client expectations, and competitive positioning. You'll hear perspectives intended to help leaders better understand the environment in which organizations are operating today.
Relationship‑Led Growth in Financial Services
A moderated panel featuring leaders in finance sharing practical perspectives on trust‑building, client engagement, and growth. Speakers will share real‑world perspectives on trust‑building, multi‑stakeholder engagement, and balancing in‑person relationships with digital coordination at scale.
Turning Relationship Capital into Revenue
Join us for a first look at newly released research on growth in professional services. Phronesis Partners will present findings from its latest industry study, offering a data-backed view into how law, accounting, and consulting firms approach time allocation, proactive BD, relationship capital, and the tools and events that matter most for driving real business outcomes.
The Modern ProServ Playbook: Relationships, Visibility, and Repeatable Growth
Explore how leading law, accounting, and consulting firms are turning growth insights into real behavior change, from creating space for proactive BD to making “who knows whom” visible across the firm. Hear practical, on-the-ground examples of what’s working, what’s not, and what they’d do differently.
Explore what it means to own the moment - from the market forces reshaping B2B sales to the product innovation helping teams act on them:
The old B2B playbook isn't just under pressure—it's breaking. More outreach isn't creating more pipeline. More tools aren't creating more clarity. And revenue leaders are being asked to deliver predictable growth in a market that feels anything but. This year's mainstage brings together revenue leaders who are navigating the same headwinds and outperforming anyway—not through more volume or noise, but by sharpening how relationships, timing, and real buyer behavior move deals forward.
The sales leaders who will define the next era aren’t waiting for AI to arrive — they’re already rethinking how their teams find, prioritize, and engage the right buyers. In this session, join LinkedIn VP of Product, Sales Solutions, Kumaresh Pattabiraman, and Outreach SVP of Product, Nithya Lakshmanan, in a candid conversation about the shift from reactive prospecting to proactive, signal-driven intelligence, what the best sales organizations are doing differently right now, and the real decisions sales leaders need to make to build the muscle for an agentic world.
Global hiring is down, job mobility has stalled, and volatility is the new normal. Explore how smarter workforce planning, skills-based strategies, and AI-driven productivity gains are helping companies turn disruption into opportunity and build for what’s next.
We’re bringing together leaders from law, accounting, and consulting firms for a curated session on how firms are evolving client development from a rainmaker‑dependent model to a scalable, firmwide capability, without losing the personal relationships that matter. Hear from firms that are scaling origination and protecting relationships by pairing human networks with technology, shared processes and broader ecosystems - without losing the personal touch that drives growth.
SVP Sales & Client Solutions, Phronesis
Professional Services Vertical Leader, LinkedIn
Drea Jordan
Director of Sales Operations
Armanino
Managing Director, FTI Consulting
Scott Seiler
Director, Global Business Development
Latham & Watkins
Hear proven approaches and real-world examples for integrating AI into everyday workflows. Hear what’s working, common pitfalls to avoid, and how to drive measurable impact.
The State of Banking
This session offers a research‑based overview of the banking landscape, highlighting shifts in market dynamics, client expectations, and competitive positioning. You'll hear perspectives intended to help leaders better understand the environment in which organizations are operating today.
Relationship‑Led Growth in Financial Services
A moderated panel featuring leaders in finance sharing practical perspectives on trust‑building, client engagement, and growth. Speakers will share real‑world perspectives on trust‑building, multi‑stakeholder engagement, and balancing in‑person relationships with digital coordination at scale.
Turning Relationship Capital into Revenue
Join us for a first look at newly released research on growth in professional services. Phronesis Partners will present findings from its latest industry study, offering a data-backed view into how law, accounting, and consulting firms approach time allocation, proactive BD, relationship capital, and the tools and events that matter most for driving real business outcomes.
The Modern ProServ Playbook: Relationships, Visibility, and Repeatable Growth
Explore how leading law, accounting, and consulting firms are turning growth insights into real behavior change, from creating space for proactive BD to making “who knows whom” visible across the firm. Hear practical, on-the-ground examples of what’s working, what’s not, and what they’d do differently.
Explore what it means to own the moment - from the market forces reshaping B2B sales to the product innovation helping teams act on them:
The old B2B playbook isn't just under pressure—it's breaking. More outreach isn't creating more pipeline. More tools aren't creating more clarity. And revenue leaders are being asked to deliver predictable growth in a market that feels anything but. This year's mainstage brings together revenue leaders who are navigating the same headwinds and outperforming anyway—not through more volume or noise, but by sharpening how relationships, timing, and real buyer behavior move deals forward.
The sales leaders who will define the next era aren’t waiting for AI to arrive — they’re already rethinking how their teams find, prioritize, and engage the right buyers. In this session, join LinkedIn VP of Product, Sales Solutions, Kumaresh Pattabiraman, and Outreach SVP of Product, Nithya Lakshmanan, in a candid conversation about the shift from reactive prospecting to proactive, signal-driven intelligence, what the best sales organizations are doing differently right now, and the real decisions sales leaders need to make to build the muscle for an agentic world.
Global hiring is down, job mobility has stalled, and volatility is the new normal. Explore how smarter workforce planning, skills-based strategies, and AI-driven productivity gains are helping companies turn disruption into opportunity and build for what’s next.
We’re bringing together leaders from law, accounting, and consulting firms for a curated session on how firms are evolving client development from a rainmaker‑dependent model to a scalable, firmwide capability, without losing the personal relationships that matter. Hear from firms that are scaling origination and protecting relationships by pairing human networks with technology, shared processes and broader ecosystems - without losing the personal touch that drives growth.
SVP Sales & Client Solutions, Phronesis
Professional Services Vertical Leader, LinkedIn
Drea Jordan
Director of Sales Operations
Armanino
Managing Director, FTI Consulting
Scott Seiler
Director, Global Business Development
Latham & Watkins
Hear proven approaches and real-world examples for integrating AI into everyday workflows. Hear what’s working, common pitfalls to avoid, and how to drive measurable impact.
Inside the Advisor Mindset
Exclusive first look: this session will examine how financial advisors establish trust, personalize engagement, and maintain strong relationships in an increasingly complex environment. Coalition Greenwich will share new findings that update and expand on its 2020 study, reflecting how advisor behaviors and engagement models have evolved.
The New Advisor Playbook: Trust, Relevance, and Modern Client Engagement
Explore how leading firms are turning insights on trust, personalization, and hybrid engagement into action. You'll hear how advisors and firm leaders are rethinking relationship‑led growth in today’s evolving client landscape.
The State of Banking
This session offers a research‑based overview of the banking landscape, highlighting shifts in market dynamics, client expectations, and competitive positioning. You'll hear perspectives intended to help leaders better understand the environment in which organizations are operating today.
Relationship‑Led Growth in Financial Services
A moderated panel featuring leaders in finance sharing practical perspectives on trust‑building, client engagement, and growth. Speakers will share real‑world perspectives on trust‑building, multi‑stakeholder engagement, and balancing in‑person relationships with digital coordination at scale.
Turning Relationship Capital into Revenue
Join us for a first look at newly released research on growth in professional services. Phronesis Partners will present findings from its latest industry study, offering a data-backed view into how law, accounting, and consulting firms approach time allocation, proactive BD, relationship capital, and the tools and events that matter most for driving real business outcomes.
The Modern ProServ Playbook: Relationships, Visibility, and Repeatable Growth
Explore how leading law, accounting, and consulting firms are turning growth insights into real behavior change, from creating space for proactive BD to making “who knows whom” visible across the firm. Hear practical, on-the-ground examples of what’s working, what’s not, and what they’d do differently.
Explore what it means to own the moment - from the market forces reshaping B2B sales to the product innovation helping teams act on them:
The old B2B playbook isn't just under pressure—it's breaking. More outreach isn't creating more pipeline. More tools aren't creating more clarity. And revenue leaders are being asked to deliver predictable growth in a market that feels anything but. This year's mainstage brings together revenue leaders who are navigating the same headwinds and outperforming anyway—not through more volume or noise, but by sharpening how relationships, timing, and real buyer behavior move deals forward.
The sales leaders who will define the next era aren’t waiting for AI to arrive — they’re already rethinking how their teams find, prioritize, and engage the right buyers. In this session, join LinkedIn VP of Product, Sales Solutions, Kumaresh Pattabiraman, and Outreach SVP of Product, Nithya Lakshmanan, in a candid conversation about the shift from reactive prospecting to proactive, signal-driven intelligence, what the best sales organizations are doing differently right now, and the real decisions sales leaders need to make to build the muscle for an agentic world.
Global hiring is down, job mobility has stalled, and volatility is the new normal. Explore how smarter workforce planning, skills-based strategies, and AI-driven productivity gains are helping companies turn disruption into opportunity and build for what’s next.
We’re bringing together leaders from law, accounting, and consulting firms for a curated session on how firms are evolving client development from a rainmaker‑dependent model to a scalable, firmwide capability, without losing the personal relationships that matter. Hear from firms that are scaling origination and protecting relationships by pairing human networks with technology, shared processes and broader ecosystems - without losing the personal touch that drives growth.
SVP Sales & Client Solutions, Phronesis
Professional Services Vertical Leader, LinkedIn
Drea Jordan
Director of Sales Operations
Armanino
Managing Director, FTI Consulting
Scott Seiler
Director, Global Business Development
Latham & Watkins
Hear proven approaches and real-world examples for integrating AI into everyday workflows. Hear what’s working, common pitfalls to avoid, and how to drive measurable impact.
Inside the Advisor Mindset
Exclusive first look: this session will examine how financial advisors establish trust, personalize engagement, and maintain strong relationships in an increasingly complex environment. Coalition Greenwich will share new findings that update and expand on its 2020 study, reflecting how advisor behaviors and engagement models have evolved.
The New Advisor Playbook: Trust, Relevance, and Modern Client Engagement
Explore how leading firms are turning insights on trust, personalization, and hybrid engagement into action. You'll hear how advisors and firm leaders are rethinking relationship‑led growth in today’s evolving client landscape.
The State of Banking
This session offers a research‑based overview of the banking landscape, highlighting shifts in market dynamics, client expectations, and competitive positioning. You'll hear perspectives intended to help leaders better understand the environment in which organizations are operating today.
Relationship‑Led Growth in Financial Services
A moderated panel featuring leaders in finance sharing practical perspectives on trust‑building, client engagement, and growth. Speakers will share real‑world perspectives on trust‑building, multi‑stakeholder engagement, and balancing in‑person relationships with digital coordination at scale.
Turning Relationship Capital into Revenue
Join us for a first look at newly released research on growth in professional services. Phronesis Partners will present findings from its latest industry study, offering a data-backed view into how law, accounting, and consulting firms approach time allocation, proactive BD, relationship capital, and the tools and events that matter most for driving real business outcomes.
The Modern ProServ Playbook: Relationships, Visibility, and Repeatable Growth
Explore how leading law, accounting, and consulting firms are turning growth insights into real behavior change, from creating space for proactive BD to making “who knows whom” visible across the firm. Hear practical, on-the-ground examples of what’s working, what’s not, and what they’d do differently.
Explore what it means to own the moment - from the market forces reshaping B2B sales to the product innovation helping teams act on them:
The old B2B playbook isn't just under pressure—it's breaking. More outreach isn't creating more pipeline. More tools aren't creating more clarity. And revenue leaders are being asked to deliver predictable growth in a market that feels anything but. This year's mainstage brings together revenue leaders who are navigating the same headwinds and outperforming anyway—not through more volume or noise, but by sharpening how relationships, timing, and real buyer behavior move deals forward.
The sales leaders who will define the next era aren’t waiting for AI to arrive — they’re already rethinking how their teams find, prioritize, and engage the right buyers. In this session, join LinkedIn VP of Product, Sales Solutions, Kumaresh Pattabiraman, and Outreach SVP of Product, Nithya Lakshmanan, in a candid conversation about the shift from reactive prospecting to proactive, signal-driven intelligence, what the best sales organizations are doing differently right now, and the real decisions sales leaders need to make to build the muscle for an agentic world.
Global hiring is down, job mobility has stalled, and volatility is the new normal. Explore how smarter workforce planning, skills-based strategies, and AI-driven productivity gains are helping companies turn disruption into opportunity and build for what’s next.
We’re bringing together leaders from law, accounting, and consulting firms for a curated session on how firms are evolving client development from a rainmaker‑dependent model to a scalable, firmwide capability, without losing the personal relationships that matter. Hear from firms that are scaling origination and protecting relationships by pairing human networks with technology, shared processes and broader ecosystems - without losing the personal touch that drives growth.
SVP Sales & Client Solutions, Phronesis
Professional Services Vertical Leader, LinkedIn
Drea Jordan
Director of Sales Operations
Armanino
Managing Director, FTI Consulting
Scott Seiler
Director, Global Business Development
Latham & Watkins
Hear proven approaches and real-world examples for integrating AI into everyday workflows. Hear what’s working, common pitfalls to avoid, and how to drive measurable impact.
Inside the Advisor Mindset
Exclusive first look: this session will examine how financial advisors establish trust, personalize engagement, and maintain strong relationships in an increasingly complex environment. Coalition Greenwich will share new findings that update and expand on its 2020 study, reflecting how advisor behaviors and engagement models have evolved.
The New Advisor Playbook: Trust, Relevance, and Modern Client Engagement
Explore how leading firms are turning insights on trust, personalization, and hybrid engagement into action. You'll hear how advisors and firm leaders are rethinking relationship‑led growth in today’s evolving client landscape.
The State of Banking
This session offers a research‑based overview of the banking landscape, highlighting shifts in market dynamics, client expectations, and competitive positioning. You'll hear perspectives intended to help leaders better understand the environment in which organizations are operating today.
Relationship‑Led Growth in Financial Services
A moderated panel featuring leaders in finance sharing practical perspectives on trust‑building, client engagement, and growth. Speakers will share real‑world perspectives on trust‑building, multi‑stakeholder engagement, and balancing in‑person relationships with digital coordination at scale.
Turning Relationship Capital into Revenue
Join us for a first look at newly released research on growth in professional services. Phronesis Partners will present findings from its latest industry study, offering a data-backed view into how law, accounting, and consulting firms approach time allocation, proactive BD, relationship capital, and the tools and events that matter most for driving real business outcomes.
The Modern ProServ Playbook: Relationships, Visibility, and Repeatable Growth
Explore how leading law, accounting, and consulting firms are turning growth insights into real behavior change, from creating space for proactive BD to making “who knows whom” visible across the firm. Hear practical, on-the-ground examples of what’s working, what’s not, and what they’d do differently.
Explore what it means to own the moment - from the market forces reshaping B2B sales to the product innovation helping teams act on them:
The old B2B playbook isn't just under pressure—it's breaking. More outreach isn't creating more pipeline. More tools aren't creating more clarity. And revenue leaders are being asked to deliver predictable growth in a market that feels anything but. This year's mainstage brings together revenue leaders who are navigating the same headwinds and outperforming anyway—not through more volume or noise, but by sharpening how relationships, timing, and real buyer behavior move deals forward.
The sales leaders who will define the next era aren’t waiting for AI to arrive — they’re already rethinking how their teams find, prioritize, and engage the right buyers. In this session, join LinkedIn VP of Product, Sales Solutions, Kumaresh Pattabiraman, and Outreach SVP of Product, Nithya Lakshmanan, in a candid conversation about the shift from reactive prospecting to proactive, signal-driven intelligence, what the best sales organizations are doing differently right now, and the real decisions sales leaders need to make to build the muscle for an agentic world.
Global hiring is down, job mobility has stalled, and volatility is the new normal. Explore how smarter workforce planning, skills-based strategies, and AI-driven productivity gains are helping companies turn disruption into opportunity and build for what’s next.
We’re bringing together leaders from law, accounting, and consulting firms for a curated session on how firms are evolving client development from a rainmaker‑dependent model to a scalable, firmwide capability, without losing the personal relationships that matter. Hear from firms that are scaling origination and protecting relationships by pairing human networks with technology, shared processes and broader ecosystems - without losing the personal touch that drives growth.
SVP Sales & Client Solutions, Phronesis
Professional Services Vertical Leader, LinkedIn
Drea Jordan
Director of Sales Operations
Armanino
Managing Director, FTI Consulting
Scott Seiler
Director, Global Business Development
Latham & Watkins
Hear proven approaches and real-world examples for integrating AI into everyday workflows. Hear what’s working, common pitfalls to avoid, and how to drive measurable impact.
Exclusive first look: this session will examine how financial advisors establish trust, personalize engagement, and maintain strong relationships in an increasingly complex environment. Coalition Greenwich will share new findings that update and expand on its 2020 study, reflecting how advisor behaviors and engagement models have evolved.
Exclusive first look: this session will examine how financial advisors establish trust, personalize engagement, and maintain strong relationships in an increasingly complex environment. Coalition Greenwich will share new findings that update and expand on its 2020 study, reflecting how advisor behaviors and engagement models have evolved.
Held in iconic New York City, the agenda is tailored to energize and inspire our partner ecosystem. You'll hear from experts showcasing successful B2B campaigns, learn about LinkedIn's product vision, and explore B2B industry trends shaping the future.
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Learn more at: learning.linkedin.com
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