In-person event Β Β· Β By invitation

GTM OPS briefing series

Join us in New York for our GTM ops briefing

Be part of a select group of sales compensation and GTM leaders for a half-day discussion on how leading organizations are evaluating β€” and adjusting β€” territory, quota and compensation decisions throughout the year.

September 17, 2026
12:00 - 4:00 EST
Yext office, NYC

IN PARTNERSHIP WITH:

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Why this briefing

Sales planning can no longer be a once-a-year exercise

Hosted in person, this briefing will examine how shifting market conditions, seller productivity and revenue assumptions are putting traditional annual planning cycles under pressure.

Together, we'll explore how organizations can build the analytics,operating models and governance needed to evaluate (and responsibly refine) territory, quota and compensation decisions throughout the year, without creating constant disruption for the field.

25 seats

Deliberately small, peer-level room

5 hours

Working discussion and networking

Event details

Built for the people who own the operating model

Who should attend

This briefing is designed for leaders responsible for the decisions, systems, and operating processes behind sales performance, including:

Sales Compensation
Sales Operations
Revenue Operations
GTM Operations
Sales Planning
Territory & quota planning
Incentive design & administration

Discuss approaches, challenges and lessons with your peers.

What we'll discuss

01
Trends reshaping planning assumptions
02
Moving from annual to continuous planning
03
Analytics & decision frameworks that hold up
04
Governance without disrupting the field
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Event agenda

Here's what you can expect

12:00 PM–1:00 PM
1:00–2:30 PM
2:45–3:45 PM
3:45–4:00 PM
4:00 PM

12:00 PM–1:00 PM

Lunch & networking

Guest arrival, lunch, and informal networking.

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1:00–2:30 PM

State of business: Trends & signals shaping sales planning

How current macro and microeconomic trends are influencing sales planning assumptions across territory, quota, and incentives.

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2:45–3:45 PM

Operationalizing continuous planning

Analytics and governance models used to support ongoing evaluation and refinement of planning decisions throughout the year.

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3:45–4:00 PM

Closing discussion & key takeaways

‍

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4:00 PM

Happy hour

Continue the conversation over drinks at a nearby bar.

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Speaker

Meet your host

Shawn Rossi

VP, Revenue Optimization Services, Forma.ai

Shawn Rossi has built a career helping enterprise organizations maximize the effectiveness and agility of their sales incentive strategies. With 30 years of experience spanning industries (from tech and telecom to healthcare and finance), Shawn has led transformation initiatives for some of the world’s most iconic brands, including Apple, Microsoft, Johnson & Johnson, Sysco, Marriott, T-Mobile, and FedEx. His deep expertise in quota setting, territory design, and incentive optimization makes him a trusted advisor to organizations navigating complex sales performance challenges.

Venue & experience

Hosted in partnership with Yext

Located at 61 9th Ave, New York, NY 10011, USA

Lunch included
Transit accessible
Accessible venue
Parking nearby

IN PARTNERSHIP WITH FORMA CUSTOMER:

Reserve your seat

Connect with GTM operators in person

Come explore how leading organizations are building the analytics, decision frameworks and governance required to respond faster as planning assumptions change.

Register now
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