JMI Gathers Sales, Marketing, and Customer Success Leaders for its Largest-Ever Roundtable

Last week, more than 130 executives gathered in San Diego for JMI’s annual Go-To-Market Roundtable. The two-day event was JMI’s largest Roundtable to-date and focused on foundational strategies to capitalize on future trends, all centered around the theme: Back to the Future – Getting Back to Basics to Drive Future Growth.

The agenda featured a variety of keynote speakers and facilitated breakout sessions designed to help executive leaders refine their go-to-market approaches while embracing the potential of AI and data-driven decision-making in their respective fields.

Aron Ain, Chairman and former CEO of UKG, set the tone with a compelling keynote session entitled, “Work Inspired: How to Build an Organization Where Everyone Loves to Work”. Drawing on his experience growing UKG into a multi-billion-dollar powerhouse, Aron challenged leaders to prioritize employee well-being as a cornerstone for business success. He underscored that creating a workplace where employees feel truly valued is not only good for morale—it directly contributes to sustainable growth and performance.  In doing so, he encouraged the group to more effectively communicate, seek ultimate clarity, provide real-time feedback, and tackle tough conversations head-on.

Throughout the event, sessions focused on topics such as positioning, optimizing outbound demand gen, customer retention, and AI-driven innovation. Breakout groups tackled essential go-to-market questions, including how companies can establish clear differentiation in crowded markets and why focusing on Ideal Customer Profiles (ICP) leads to greater efficiency and productivity.

AI emerged as a major theme in discussions around sales and marketing strategy. Jake Dunlap from Skaled Consulting shared actionable insights on implementing generative AI in revenue organizations, focusing on how AI can drive efficiencies and better performance across different roles within sales teams. A particularly engaging session on customer retention explored how data and AI can help identify at-risk customers early, providing companies with opportunities to improve customer experiences before it’s too late.

Prior to the Roundtable, certain executives also attended JMI-hosted workshops – half-day, in-person working sessions designed around a single topic, which included creating better company pitches and utilizing AI to drive efficiencies in customer support.

Thank you to all the executives, presenters, and discussion leaders who helped make this year’s Go-To-Market Roundtable a tremendous success. We’re grateful to have such a talented group of leaders shaping the future of the industry.