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SPM in Financial Services

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Explore why financial services organizations continue to struggle with sales performance challenges despite investing in new tools, processes, and AI. The issue often traces back to an SPM infrastructure built to manage compensation rather than connect sales strategy, seller behavior, and financial outcomes.

It examines 5 key challenges:

  • Forecasting and revenue visibility
  • Compensation disputes and administrative burden
  • Disconnected data
  • Compliance and governance risk
  • Limited value from technology and AI

It also highlights how leading organizations are shifting SPM from a back-office function to a strategic revenue capability that supports stronger alignment, scalability, and growth.

 

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When

Date
Wednesday, August 20, 2026

Location
TBD

Location
6111 W. Plano Parkway, Suite 1500 Plano, TX 75093

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Agenda
  • 6:00–6:30 PM — Arrivals, registration, food & drinks
  • 6:30–6:40 PM — Welcome & brief introductions
  • 6:40–7:25 PM — Featured Sessions (2 talks)
  • 6:40–7:00 PM — Databricks SA Session: Technical keynote on Context Engineering & The Agentic CDP Stack
  • 7:00–7:20 PM — Real-World Panel: Moving from Simple Reporting to Decision Execution
  • 7:20–7:25 PM — Open Q&A
  • 7:25–8:00 PM — Networking & Wrap-Up

Track A
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Track B
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Track C
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3  KEY TAKEAWAYS

AI

Turn AI experimentation into operationalized high-impact business decisions 

Dynamics Extensions - Data Insights

Build actionable data products using robust, centralized semantic governance

Peak PerformanceV2

Speed to value minimizes risk

3 key takeaways

3 key takeaways
AI

SPM challenges are connected: Forecasting, disputes, data gaps, compliance, and AI limitations often share the same root cause. 

Dynamics Extensions - Data Insights

Technology alone isn’t enough: Modernization requires a scalable SPM foundation to unlock the full value of automation and AI. 

Peak PerformanceV2

SPM should drive revenue: Leading firms use SPM to better connect strategy, seller behavior, and financial outcomes. 

Schedule

Time

8:00-9:00 AM

9:00-9:30 AM

9:30-10:20 AM

10:30-11:20 AM

11:20 AM -12:00 PM

12:00-12:30 PM

12:30-1:20 PM

1:30-2:20 PM

2:30-3:20 PM

3:30-5:00 PM

Topic

Registration and Breakfast

Keynote Speaker

Breakout 1 (All 3 Tracks)

Breakout 2 (All 3 Tracks)

Lunch and Networking

Fireside Chat

Breakout 3 (All 3 Tracks)

Breakout 4 (All 3 Tracks)

Breakout 5 (All 3 Tracks)

Reception and Networking

Networking Reception at the NEST Rooftop at the Thompson Seattle

Speakers

Ascend_Speakers-6-Ignite_John Harding

John Harding
Director, EPM Delivery

Ascend_Speakers-2-Blueprint_Brian Dandeneau

Brian Dandeneau
Director, EPM Delivery

Blueprint_Terrance Walker

Terrance Walker
Vice President, EPM Delivery

Ascend_Speakers_Josie Manzano-Stettler

Josie Manzano-Stettler
Vice President, EPM Delivery

Ascend_Speakers-8-Ignite_Veronica Tafoya

Veronica Tafoya
Director, EPM Delivery

Ascend_Speakers-7-Ignite_Caroline Faeth

Caroline Faeth
Principal Solutions Architect

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Contact us today to learn how our solutions fuel your high-performance business operations.

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Argano, 6111 W. Plano Parkway Suite 1500,  Plano, TX 75093, USA