AN EXCLUSIVE
MILLENNIUM DINNER
April 22, 2026 | Ocean Prime | Chicago
In partnership with
Overview
Professional Services Organizations are under pressure to grow revenue, protect margins, and deliver flawlessly—often while navigating disconnected systems, siloed decision‑making, and rising client expectations. CEOs push for growth, CFOs guard profitability, and COOs focus on delivery excellence, yet each often operates with different data, different priorities, and different definitions of success.
This executive roundtable explores how leading PSOs are redefining their operating models by unifying strategy, delivery, and finance into a single, connected view of the business—powered by modern platforms and practical AI. We will examine where firms lose margin today, why growth alone doesn’t guarantee profit, and how emerging AI capabilities in forecasting, resource planning, and financial visibility are reshaping how leaders make decisions. With insights from Unit4’s Chief Product Officer, Jennifer Sherman, we’ll discuss how product innovation is enabling PSOs to anticipate risks earlier, act faster, and scale more confidently.
like-minded leaders in a relaxed but focused manner
conducive for you to establish powerful connections
to ensure your brand sustains its competitive advantage
Roundtable Discussions
During the Dinner you will participate in an interactive roundtable discussion of your choosing. Below are the topics:
- Protecting Margin While Accelerating Growth
- The Next Operating Model: One View of Strategy, Delivery, and Finance
- Practical AI for PSOs: What’s Real, What’s Next, What to Watch
Dinner Format
- Cocktails & Networking
- Welcome Address
- Dinner and Roundtable Discussion
- Dessert & Round-Robin
