Event Archives

Roundtable, How CEOs are Identifying ROI Use Cases for AI Agents
Date: Thursday, March 13, 2025
Location: ZOOM

The Alliance of CEOs is hosting a series of CEO Roundtables intended to dive deep into the use of AI by real-world CEOs to drive business performance. This was our eleventh session and we showcased CEOs who are already leveraging their data to increase revenues and profits by applying AI to improve their marketing, sales, customer support, operations and more. A recording of this Roundtable can be accessed by clicking HERE. A summary of the roundtable can be accessed by clicking HERE.

Our moderator, Matthew Swanson, Managing Partner of Silicon Valley Software Group (Motion Enterprises), is a 3x founder who specializes in bringing AI productivity software to the enterprise.  He was joined by Umair Aziz, Managing Partner of Creative Chaos, an innovation delivery agency that helps startups and enterprises ideate, build, and scale technology solutions. With a background in software engineering, strategy, and operations, Umair has spent over two decades leading businesses across multiple industries. As an entrepreneur and investor, he has built, scaled, and advised numerous startups, including launching RallyCry Ventures, a micro-VC fund backing early-stage companies. He is also the author of The PeopleOps Manifesto, advocating for CEO-led workforce transformation. Currently, Umair is focused on leveraging AI agents to automate repetitive tasks, enhance decision-making, and augment human teams—helping businesses scale smarter and more profitably. He is actively experimenting with AI-powered workflows, rethinking pricing models, and proving the ROI of AI-driven workforce augmentation. Matthew's slide deck can be accessed by clicking HERE.

AI agent capabilities are rapidly improving, but many businesses are struggling to identify where and how to apply them. One key challenge is determining the return on investment of an AI agent. In this Roundtable, Matthew and Umair discussed how they are identifying AI agent use cases that tie to revenue. Topics covered included:

• End to end automation capabilities of AI agents
• Revenue use cases for AI agents
• Approaches to measuring ROI for AI agents

Additionally we have compiled a list of recommended AI software which may be accessed by clicking HERE.

Roundtable, How CEOs are Using AI Agent Swarms to Automate Business Processes
Date: Thursday, January 30, 2025
Location: ZOOM

The Alliance of CEOs hosts a series of CEO Roundtables intended to dive deep into the use of AI by real-world CEOs to drive business performance. This was our tenth session and we shared how CEOs are leveraging their data to increase revenues and profits by applying AI to improve their marketing, sales, customer support, operations and more. A recording of this Roundtable can be accessed by clicking HERE. A summary of the roundtable can be accessed by clicking HERE.

Our moderator, Matthew Swanson, Managing Partner of Silicon Valley Software Group, is a 3x founder who specializes in bringing AI productivity software to the enterprise. He was joined by Mehdi Djabri, Founder & CEO of Revo, an AI Product Manager and Product Copilot that is designed to unlock the full potential of PMs and product teams. By providing proactive insights, managing delivery, assisting with tasks, and seamlessly integrating with existing workflows, Revo empowers product managers to focus on high-level strategy, customer empathy, and innovative thinking.

AI agents now have access to “computer use," which allows them to click around software like employees. In this Roundtable, Matthew and Mehdi discussed how they are using AI agents to automate marketing and product tasks in their businesses, and shared insights on: 

• What are AI agents and agent "swarms"
• Use cases: what AI agents can and cannot do
• A comparison of leading AI agent vendors

Roundtable, How CEOs are Planning Their 2025 AI Roadmap
Date: Thursday, November 21, 2024
Location: ZOOM

AI exploded onto the business scene in 2023 due to its ability to process and analyze massive amounts of data in real-time enabling new applications in virtually all aspects of business operations. While major players such as OpenAI, Microsoft, Alphabet, Amazon and Nvidia are investing billions to become leaders in the next wave of innovation, most CEOs are still uncertain about how they can go beyond experimentation to improving actual business results.

The Alliance of CEOs hosts a series of CEO Roundtables intended to dive deep into the use of AI by real-world CEOs to drive business performance. This was our ninth session and we shared how CEOs are planning their 2025 AI roadmap. A recording of this Roundtable can be accessed by clicking HERE. A summary of the roundtable can be accessed by clicking HERE.

Our moderator, Matthew Swanson, Managing Partner of Silicon Valley Software Group, is a 3x founder who specializes in bringing AI productivity software to the enterprise. He was joined by Alan Descoins, CEO of Tryolabs, an AI services firm that empowers companies like Ulta Beauty, Hyundai, and Grubhub to accelerate their AI adoption and drive measurable business impact. With experience helping clients establish robust AI capabilities that function as internal Centers of Excellence (CoEs), Tryolabs bridges the gap between strategic goals and scalable AI solutions. In this Roundtable, Alan shared insights on:

• Aligning business goals with AI and technology roadmaps for 2025 planning sessions.
• What an “AI team” looks like, how and when to build one.
• AI use cases that will shape 2025 and beyond, and what to expect. 

 Matthew's slide deck can be accessed by clicking HERE.

Alliance Visionary Leaders Roundtable, "Future of Health & Healthcare"
Date: Thursday, October 31, 2024
Location: ZOOM

A recording of the “Future of Health & Healthcare" Alliance Roundtable can be accessed by clicking HERE. The “Future of Health & Healthcare” Alliance Roundtable was the seventh of our “Visionary Leaders” Series where we bring leaders together to share their visions, and debate how the future will evolve. 

Prior to breaking into smaller groups for our interactive discussions, Alliance Founder & CEO Paul Witkay moderated a discussion with our amazing panel, which included: Meenesh Bhimani of Hippocratic AI, Mathai Mammen of Parabilis Medicines, Jeff Margolis of Blackstone Life Sciences, John Murphy of Virtual Incision, Bill Newell of Sutro Biopharma, Adityo Prakash of Verseon, and Mary Rozenman of insitro.

Roundtable, How CEOs are Using AI Agents to Improve Marketing Spend
Date: Thursday, October 24, 2024
Location: ZOOM

AI exploded onto the business scene in 2023 due to its ability to process and analyze massive amounts of data in real-time enabling new applications in virtually all aspects of business operations. While major players such as OpenAI, Microsoft, Alphabet, Amazon and Nvidia are investing billions to become leaders in the next wave of innovation, most CEOs are still uncertain about how they can go beyond experimentation to improving actual business results.

The Alliance of CEOs hosts a series of CEO Roundtables intended to dive deep into the use of AI by real-world CEOs to drive business performance. This was our eighth session and we learned how AI agents can be used to give sales and marketing teams better business intelligence into how marketing dollars lead to revenue.  A recording of this Roundtable can be accessed by clicking HERE.

Our moderator, Matthew Swanson, Managing Partner of Silicon Valley Software Group, is a 3x founder who specializes in bringing AI productivity software to the enterprise. He was joined by Daniel Kravtsov, Co-Founder and CEO of Improvado, a marketing automation company that uses AI agents to measure the attribution of its internal marketing spend. The AI agents are able to automate the data governance of marketing campaigns so that all records are kept up to date without requiring manual employee oversight. Matthew's slide deck can be accessed by clicking HERE.

Roundtable, How CEOs are Using No-Code AI Agents to Improve Marketing Operations
Date: Thursday, September 26, 2024
Location: ZOOM

AI exploded onto the business scene in 2023 due to its ability to process and analyze massive amounts of data in real-time enabling new applications in virtually all aspects of business operations. While major players such as OpenAI, Microsoft, Alphabet, Amazon and Nvidia are investing billions to become leaders in the next wave of innovation, most CEOs are still uncertain about how they can go beyond experimentation to improving actual business results.

The Alliance of CEOs hosts a series of CEO Roundtables intended to dive deep into the use of AI by real-world CEOs to drive business performance. This was our seventh session and we showcased CEOs who are already leveraging their data to increase revenues and profits by applying AI to improve their marketing, sales, customer support, operations and more. A recording of this Roundtable can be accessed by clicking HERE.

Our moderator, Matthew Swanson, Managing Partner of Silicon Valley Software Group, is a 3x founder who specializes in bringing AI productivity software to the enterprise. He was joined by Arjun Saksena, CEO of Humanic, an AI agent marketing platform that helps companies automate email campaigns. Additionally, as the organizer of code Growth, Arjun has direct visibility into the emerging landscape of AI vendors that are providing business users with no-code AI agent tools that perform sales and marketing tasks just like employees. 

Roundtable, How CEOs are Using AI Agents to Augment Sales Team
Date: Thursday, August 22, 2024
Location: ZOOM

AI exploded onto the business scene in 2023 due to its ability to process and analyze massive amounts of data in real-time enabling new applications in virtually all aspects of business operations. While major players such as OpenAI, Microsoft, Alphabet, Amazon and Nvidia are investing billions to become leaders in the next wave of innovation, most CEOs are still uncertain about how they can go beyond experimentation to improving actual business results.  

The Alliance of CEOs hosts a series of CEO Roundtables intended to dive deep into the use of AI by real-world CEOs to drive business performance. This was our sixth session and we showcased CEOs who are already leveraging their data to increase revenues and profits by applying AI to improve their marketing, sales, customer support, operations and more. A recording of this Roundtable can be accessed by clicking HERE.

Our moderator, Matthew Swanson, Managing Partner of Silicon Valley Software Group, is a 3x founder who specializes in bringing AI productivity software to the enterprise. He was joined by David Zhang, CEO of Aomni, a technology startup that has been an early pioneer of AI agents and has been using its platform to enable its own sales team to be more productive. 

Roundtable, How CEOs are Using AI Agents to Improve Business Performance
Date: Thursday, July 25, 2024
Location: ZOOM

AI exploded onto the business scene in 2023 due to its ability to process and analyze massive amounts of data in real-time enabling new applications in virtually all aspects of business operations. While major players such as OpenAI, Microsoft, Alphabet, Amazon and Nvidia are investing billions to become leaders in the next wave of innovation, most CEOs are still uncertain about how they can go beyond experimentation to monetization - particularly those running mid-sized businesses.

The Alliance of CEOs hosts a series of CEO Roundtables to discuss the complicated and ever-changing aspects of AI in our organizations. This was our fifth session and we dove deep into the monetization of AI, showcasing CEOs who are already leveraging their data to increase revenues and profits by applying AI in their marketing, sales & customer support operations and more. A recording of this Roundtable can be accessed by clicking HERE.

Our moderator, Matthew Swanson, Managing Partner of Silicon Valley Software Group, is a 3x founder who specializes in bringing AI productivity software to the enterprise. He was joined by Ted Elliott, the CEO of Copado, a platform that allows companies to manage and release customized Salesforce instances in the cloud. Ted shared how his company has created AI agents that are able to automate software development and support use cases that has resulted in a 50% reduction in Copado's operating costs.  Matthew's slide deck can be accessed by clicking HERE.

Roundtable, How CEOs Can Customize AI with Their Customer and Employee Data
Date: Thursday, June 27, 2024
Location: ZOOM

AI exploded onto the business scene in 2023 due to its ability to process and analyze massive amounts of data in real-time enabling new applications in virtually all aspects of business operations. While major players such as OpenAI, Microsoft, Alphabet, Amazon and Nvidia are investing billions to become leaders in the next wave of innovation, most CEOs are still uncertain about how they can go beyond experimentation to monetization - particularly those running mid-sized businesses.

The Alliance of CEOs hosts a series of CEO Roundtables to discuss the complicated and ever-changing aspects of AI in our organizations. This was our fourth session and we dove deep into the monetization of AI, showcasing CEOs who are already leveraging their data to increase revenues and profits by applying AI in their marketing, sales & customer support operations and more. A recording of this Roundtable can be accessed by clicking HERE.

Our moderator, Matthew Swanson, Managing Partner of Silicon Valley Software Group, is a 3x founder who specializes in bringing AI productivity software to the enterprise. He was joined by Chris Beall, CEO of ConnectAndSell, a leading provider of call automation software that uses AI to improve the productivity of its 600 contractor workforce. With a dataset of over 200 million phone calls, ConnectAndSell has been able to train custom AI solutions that have improved its internal operating margins by 30%. In this Roundtable, we heard the CEO’s journey of identifying practical business use cases along with tips as to how you can customize AI without requiring an army of data scientists.

Roundtable, Going Beyond ChatGPT - How CEOs Can Collect, Enrich and Organize Their Data to Train AI
Date: Thursday, May 23, 2024
Location: ZOOM

AI exploded onto the business scene in 2023 due to its ability to process and analyze massive amounts of data in real-time enabling new applications in virtually all aspects of business operations. While major players such as OpenAI, Microsoft, Alphabet, Amazon and Nvidia are investing billions to become leaders in the next wave of innovation, most CEOs are still uncertain about how they can go beyond experimentation to monetization - particularly those running mid-sized businesses.

The Alliance of CEOs hosts a series of CEO Roundtables to discuss the complicated and ever-changing aspects of AI in our organizations. This was our third session and we dove deep into the monetization of AI, showcasing CEOs who are already leveraging their data to increase revenues and profits by applying AI in their marketing, sales & customer support operations and more. A recording of this Roundtable can be accessed by clicking HERE.

Our moderator, Matthew Swanson, Managing Partner of Silicon Valley Software Group, is a 3x founder who specializes in bringing AI productivity software to the enterprise. He was joined by Cal Lai, CEO & President of AskVet, the leader in veterinary telehealth, which has built the world’s first and only AI & data-powered digital veterinarian - VERA. This conversational AI agent helps the companion and food animal industries close the gap between the growing demand for veterinary expertise and the limited availability of veterinarians and technicians. With a staff under 50, AskVet has created a group of AI products that address the needs of animal brands, animal owners, livestock producers and veterinary hospitals. In this Roundtable, we heard the CEO’s journey collecting, enriching and structuring his company’s data in order to develop an AI solution that is transforming the delivery of animal care. Matthew's slide deck can be accessed by clicking HERE.

Roundtable, How CEOs are using AI to Measure, Diagnose and Fix Revenue
Date: Thursday, April 11, 2024
Location: ZOOM

AI exploded onto the business scene in 2023 due to its ability to process and analyze massive amounts of data in real-time enabling new applications in virtually all aspects of business operations. While major players such as OpenAI, Microsoft, Alphabet, Amazon and Nvidia are investing billions to become leaders in the next wave of innovation, most CEOs are still uncertain about how they can go beyond experimentation to monetization - particularly those running mid-sized businesses.

The Alliance of CEOs hosts a series of CEO Roundtables to discuss the complicated and ever-changing aspects of AI in our organizations. This was our second session and we dove deep into the monetization of AI, showcasing CEOs who are already leveraging their data to increase revenues and profits by applying AI in their marketing, sales & customer support operations and more. A recording of this Roundtable can be accessed by clicking HERE.

Our moderator, Matthew Swanson, Managing Partner of Silicon Valley Software Group, is a 3x founder who specializes in bringing AI productivity software to the enterprise. He was joined by Mike Adams, CEO of Pop, who shared how the organization turned around a revenue challenge by developing an AI solution that allows prospects to be distinguished from leads. With this new ability, Pop can now prioritize lead assignments to high performing reps, leading to a 3x increase in conversion rates. Matthew's slide deck can be accessed by clicking HERE.

Roundtable, How CEOs are Using AI to Make Money
Date: Thursday, February 22, 2024
Location: ZOOM

AI exploded onto the business scene in 2023 due to its ability to process and analyze massive amounts of data in real-time enabling new applications in virtually all aspects of business operations. While major players such as OpenAI, Microsoft, Alphabet, Amazon and Nvidia are investing billions to become leaders in the next wave of innovation, most CEOs are still uncertain about how they can go beyond experimentation to monetization - particularly those running mid-sized businesses.

The Alliance of CEOs hosts a series of CEO Roundtables to discuss “How CEOs are using AI to make money” and this was our first session. A recording of this Roundtable can be accessed by clicking HERE.

Our moderator, Matthew Swanson, Managing Partner of Silicon Valley Software Group, is a 3x founder who specializes in bringing AI productivity software to the enterprise. He was joined by Sam Levan, CEO of MadKudu, who showcased how his marketing team uses Generative AI to mine their internal sales calls in order to determine marketing attribution. Sam shared how these AI capabilities have led to a 20% increase in MQLs (Marketing Qualified Leads) for his company.  Matthew's slide deck can be accessed by clicking HERE.

Roundtable, Engaging Employees in a Post-COVID World
Date: Friday, October 13, 2023
Location: ZOOM

In our post-COVID world, CEOs have designed their organizations to engage with employees in a wide variety of environments, ranging from 100% virtual to 100% in-person and a mix of variations in-between.  During this Alliance Roundtable, the following leaders shared real-world examples, key factors and fresh ideas for how they designed their organizations, and what they’ve learned thus far as they strive to maximize employee engagement, productivity and idea generation while enhancing their company cultures: Bernard Coulie, CEO of Pliant Therapeutics; Chris Shipley, Author of The Empathy Advantage: Leading the Empowered Workforce; Everett Harper, CEO of Truss; Jessica Yuen, Advisor to People-Focused Leaders; Mike Slessor, CEO of FormFactor; Stan Schneider, CEO of Real-Time Innovations; and Stuart McFaul, Principal of Stuart McFaul Associates. A recording can be accessed by clicking HERE.

Alliance Visionary Leaders Roundtable, "Future of Health & Healthcare"
Date: Wednesday, August 23, 2023
Location: ZOOM

A recording of the “Future of Health & Healthcare" Alliance Roundtable can be accessed by clicking HERE. The “Future of Health & Healthcare” Alliance Roundtable was the sixth of our “Visionary Leaders” Series where we bring leaders together to share their visions, and debate how the future will evolve. Prior to breaking into smaller groups for our interactive discussions, Alliance Founder & CEO Paul Witkay moderated a panel discussion with the following leaders: Amir Dan Rubin, CEO of One Medical; Ash Zenooz, CEO of Commure; Freddie Bowie, CFO of Eikon Therapeutics; Jeffrey Margolis, Sr. Advisor of Blackstone Healthcare Industry; Maria Freire, former President of FNIH; Mary Rozenman, CFO/CBO of insitro; Mathai Mammen, CEO of FogPharma; and Rachel Haurwitz, CEO of Caribou Biosciences.

Roundtable, What CEOs Need To Know About AI
Date: Wednesday, August 16, 2023
Location: ZOOM

During our August 2023 Alliance of Chief Executives Roundtables, Alliance Director Jim Cook, Cal Lai of AskVet, Kat Orekhova of Vareto, and Andrew Antos of Klarity, orchestrated an enlightening deep-dive into AI, sharing fresh insights on What CEOs Need To Know About AI. A recording can be accessed by clicking HERE.

Roundtable, The Value of Advisory Boards
Date: Wednesday, May 24, 2023
Location: ZOOM

During this Alliance of Chief Executives Roundtable, we discussed the value of Advisory Boards and how to create a high-performance board. Prior to breaking into smaller groups for our interactive discussions, Alliance Founder & CEO Paul Witkay moderated a panel discussion with the following leaders: Louise Broekman and Renee Lahti of Advisory Board Centre, Jim MacDonald, CEO of R.F. MacDonald & Company, and Lena Wu, former CEO of Intabio.

Panelist Louise Broekman was kind enough to share her slide deck with us, which you can access HERE. A recording of this Roundtable discussion can be accessed by clicking HERE.

Roundtable, Alliance Discussion of the Silicon Valley Bank Closure and How Leaders Deal With Crises
Date: Wednesday, March 22, 2023
Location: ZOOM

Following the Silicon Valley Bank closure by the FDC on Friday, March 10th, our Alliance community immediately began sharing up-to-date information and recommendations. Now that the FDIC has stepped in to protect all deposits and SVB appears to be back in operation, we held an Alliance of CEOs Roundtable to discuss what we can learn from this latest “black swan” event and take appropriate actions to address any current and future potential risks to our organizations.  Alliance Director Jim Cook led off the discussion by a conversation with Chris Stedman, Head of Technology Corporate Banking for SVB and then shared his “Crisis Communication Playbook” for leaders who are dealing with this latest “shockwave.”  (click HERE for his slide deck). We ended with a Q&A session with our attendees. Jim is one of Silicon Valley’s most respected and experienced CFOs with experience from Intuit, Netflix, Mozilla and others.  

Alliance Visionary Leaders Roundtable, “Future of the Built Environment”
Date: Tuesday, February 07, 2023
Location: ZOOM

A recording of the “Future of the Built Environment" Alliance Roundtable can be accessed by clicking HERE. The “Future of the Built Environment” Alliance Roundtable was the fifth of our “Visionary Leaders” Series where we bring leaders together to share their visions, and debate how the future will evolve. Prior to breaking into smaller groups for our interactive discussions, Alliance Founder & CEO Paul Witkay moderated a panel discussion with the following leaders to discuss how the changes in our built environment will impact our lives in the future: Rahul Bammi of View, Jessica Carps of Skyline Enterprises, David Gensler, former CEO of Gensler Architects, Kevin Kujawski of Menlo Equity, Jane Macfarlane of The Institute of Transportation Studies at UC Berkeley, Jes Pedersen of Webcor Builders, and Jeff Sprau of Legence.

Alliance Roundtable, Keystone Leadership
Date: Tuesday, September 27, 2022
Location: ZOOM

Our September 27/28 Alliance Keystone Leadership Roundtable brought CEOs together from 12 different countries and 6 continents to reflect on the wonderous “learning lab” of nature, the impact Keystone leaders have on others, and the tracks they leave for others to follow. You can find resources from this discussion here.

Alliance Visionary Leaders Roundtable, “Future of Transportation & Mobility”
Date: Wednesday, August 17, 2022
Location: ZOOM

A recording of the “Future of Transportation & Mobility" Alliance Roundtable can be accessed by clicking HERE. The “Future of Transportation & Mobility” Alliance Roundtable was the fourth of our “Visionary Leaders” Series where we bring leaders together to share their visions, and debate how the future will evolve. Prior to breaking into smaller groups for our interactive discussions, Alliance Founder & CEO Paul Witkay moderated a panel discussion with the following leaders who are building our transportation systems of the future: Gary Gysin of Wisk Aero, Stefan Heck of Nauto, Mark Joseph of Mobitas Advisors, Jane Macfarlane of The Institute of Transportation Studies at UC Berkeley, Dragos Maciuca of Meta Reality Labs, Tekedra Mawakana of Waymo, Peter Murley of Aluminium Revolutionary Chassis Company, Arwed Niestroj of Sakuu, and former Deloitte Managing Director, Future of Mobility & Smart Logistics Leader Rasheq Zarif.