Agenda
Stay tuned - agenda details will be posted in September 2025
2-Day Format
Day 1
Wednesday, November 12
Registration opens at 1:00 pm PT
An opening keynote from AI and go-to-market expert Liza Adams followed by breakout sessions packed with practical ideas that you can implement right away to increase your strategic impact.
Day 2
Thursday, November 13
Registration opens at 8:00 am PT
An opening keynote from ARInsights CEO Howard Kogan followed by practitioner presentations, fireside chats, and a panel bringing together AR pros and analysts—all designed to ensure you go home knowing how to scale and show the impact of your AR program.
Day 1 Sessions
AR at the Center of a Seismic Shift: Managing the Trust Signals that Influence People & AI Systems
2:15PM – 3:00PM
AI is changing how analysts and buyers find, evaluate, and trust vendors. Analyst Relations now sits at the center of this shift. AR professionals manage trust signals that influence not just people, but the AI systems those people rely on. By the end of this keynote from Liza Adams, you will have learned how analysts and buyers are using AI to evaluate vendors earlier and faster, what signals AI systems pull from (and which ones AR can influence), how AR can act as a strategic insight engine for the business, and more.
Liza Adams
AI Advisor & GTM Strategist @ GrowthPath Partners
Speaker Name
Speaker credentials
Breakout Session - From Activity to Impact: How AI Helps You Finally Prove AR's Business Value
3:30PM – 4:15PM
We all know AR drives business results, but most of us struggle to prove it. Why? Because tracking what we do every day feels impossible—and honestly, pretty boring. In this session, Jerry Weltsch will show how AI can handle the tedious tracking of work for you, enabling you to scale your reach and availability. More importantly, you’ll learn (through real-world examples) how to turn that data into the kind of compelling business stories that get executives’ attention and secure the resources your program deserves.
Jerry Weltsch
Head of AR @ Asana
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Speaker credentials
Breakout Session - The 30-Day AR Intelligence Challenge: Demo, Plan, Commit
3:30PM – 4:15PM
You had a terrific analyst conversation last week. You took great notes. And now … wait, where did you put those notes? AR teams excel at having meaningful analyst conversations, but struggle to turn those insights into business intelligence that actually influences decisions. You’ll leave this breakout session with a clear understanding of the three workflows that solve this problem, a personal action plan for your next 30 days, and an accountability partner for follow-through.
Crystal Golightly
VP Customer Experience @ ARInsights
Dan Lake
VP Growth @ ARInsights
Breakout Session - Sneak Peek: How Analyst Firms Are Really Using AI
4:15PM – 5:00PM
Every analyst firm is racing to add “AI-powered” to their story, but what’s really happening behind the scenes? In this session, Carter Lusher will share never-before-published findings from his ongoing research with analyst firms on how they’re deploying AI in their research workflows, client tools, and GTM models. You’ll learn what’s hype, what’s real, and what it means for AR pros trying to influence analysts and protect their own strategic value. You’ll walk away with practical insights you can bring straight into stakeholder conversations about the evolving analyst landscape.
Carter Lusher
Founder & Principal Analyst @ Lusher Advisory
Speaker Name
Speaker credentials
Breakout Session - From Scramble to Strategic Success: RFI Automation Workshop
4:15PM – 5:00PM
Every AR pro knows the pain: An RFI arrives with a 30-page questionnaire, tight deadline, and requirements that span your product portfolio. What follows is weeks of chasing stakeholders, piecing together answers from outdated docs, and scrambling to meet deadlines while your other strategic work gets pushed aside. This hands-on workshop shows you what actually works for RFI automation – cutting through the noise to deliver real time savings that free you up for the strategic work that drives impact. You’ll understand your options for RFI automation, discover critical implementation gotchas most teams miss, and leave with a clear roadmap that ensures success from day one.
Howard Kogan
CEO @ ARInsights
Greg Wind
VP Services @ ARInsights
Patty Wind
VP Services @ ARInsights
Day 2 Sessions
ARInsights Keynote
9:00AM – 9:45AM
ARInsights CEO Howard Kogan will kick off day 2 of AR Engage Live 2025 with a look back at the past year and a look ahead to 2026 and beyond. Drawing inspiration from the hundreds of conversations he’s had with AR leaders and analysts alike, Howard will share an overview of how ARchitect has evolved and how we plan to continue pushing it forward in the years ahead. His keynote will also include an update on our agency services: what we’re doing today to drive customer success, as well as what’s in store for tomorrow.
Howard Kogan
CEO @ ARInsights
Speaker Name
Speaker credentials
Fireside Chat - Managing the Impossible: Strategic Prioritization in High-Volume AR
9:45AM – 10:30AM
When you’re one of the most analyst-requested companies on the planet, saying “yes” to everything isn’t an option. Join Stephanie Look for an honest conversation about the art of strategic prioritization—how to make the tough calls on analyst requests, educate internal stakeholders on resource realities, and scale your impact without scaling your headcount. You’ll hear real examples of creative solutions for handling global volume while protecting time for relationships that actually move the needle.
Stephanie Look
Head of AR @ Google
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Speaker credentials
Power Product & Business Success with Analyst-Led Strategic Intelligence
10:45AM – 11:30AM
With AI handling more and more routine tasks, AR professionals must make a choice: evolve into business strategists or become obsolete. This session is for those who choose the former. Nathan Herrman will share the four foundational elements every strategic AR professional needs: product fluency, strategic access, intelligence systems, and stakeholder integration. Through real examples of AR reshaping product decisions, you’ll learn how to position yourself as indispensable to your organization’s strategic direction.
Nathan Herrman
AR Lead @ Meter
Dan Lake
VP Growth @ ARInsights
Fireside Chat - From Technical to Strategic: Upleveling AR for Business Impact
11:30AM – 12:15PM
What does it actually look like to manage an analyst relations program that is a strategic business driver? Join Brenna Karr as she shares her hands-on experience leading AR programs and introducing corporate storytelling that influences business decisions. Discover how to integrate analyst insights across your organization, prepare executives for meaningful (not just informational) analyst interactions, and build the internal credibility that turns AR into a strategic partner.
Brenna Karr
Global Head of AR @ Palo Alto Networks
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From Data to Deals: Foundational Building Blocks of a Sales AR Program
1:45PM – 2:30PM
Do you know what is the perennial #1 inquiry topic for Gartner end users? In Chris Burrell’s presentation, “From Data to Deals,” he’ll break down his approach to using Gartner’s inquiry analytics to build a Sales AR program, sharing statistics, industry anecdotes, and fun facts along the way. You’ll learn the methodology to run your own end user inquiry statistics, why they’re important, and how these insights can help you build a program to assist closing deals and moving dot position.
Chris Burrell
Director of AR @ Zscaler
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Speaker credentials
AR as the Foundation of GTM: Beyond Magic Quadrants to Revenue Impact
2:30PM – 3:10PM
Most AR teams get stuck proving their worth through analyst report placements while missing the bigger opportunity—driving actual go-to-market success. In this session, Arthur Bailey will reveal how to transform analyst insights into targeted customer acquisition, personalized content strategies, and measurable campaign performance. Through real stories of collaboration between marketing and AR teams, you’ll discover how to integrate third-party data and analyst intelligence directly into GTM strategy planning and execution.
Arthur Bailey
Chief of Staff to the CEO @ MIMIK
Greg Wind
VP Services @ ARInsights
Panel - What NOT to Automate: Where the Human Edge Still Wins AR
3:35PM – 4:20PM
Everyone’s racing to automate everything in AR—but what if you’re automating the wrong things? While you’re busy chatbot-ing your way through analyst interactions, you might be destroying the very relationships that make your program valuable. This isn’t another session about AI tools or workflow automation. This is about drawing the line that protects your strategic value. An honest conversation about where automation helps—and where it absolutely backfires. You’ll hear real stories from both sides of the AR relationship about moments when human judgment made all the difference, and when over-automation felt insulting or impersonal.
Becca Chambers
CMO
Scale
Dan O'Brien
President, COO
Futurum
Bill Hopkins
CEO
KCG
Jennifer Borun
Sr. Director, AR
Cornerstone OnDemand
Nathan Herrman
AR Lead
Meter
Crystal Golightly
VP Customer Experience
ARInsights
About ARInsights
ARInsights is the provider of expert services and the leading platform for analyst relations professionals, trusted by hundreds of companies worldwide to guide their AR journey and drive strategic impact.
Our ARchitect platform helps AR teams manage relationships, measure impact, and demonstrate ROI through intelligent automation and proven methodologies. But we’re more than a consultancy and a software company—we’re part of the AR community, built by practitioners who understand the unique challenges you face every day.
AR Engage Live represents our commitment to fostering connections, sharing knowledge, and advancing the entire analyst relations profession.
If you have questions, let us know!
A member of our team will be in touch to help answer any questions you have about AR Engage.
Event Location :
InterContinental Mark Hopkins 999 California St, San Francisco, CA 94108
Event Date :
Wed, November 12th - Thu, November 13th, 2025
