— Digital event —
— Live event —
How Finance & Ops Leadership Collaborate on Sales Incentive Planning
Top revenue leaders explore how they break down silos between Finance, Sales Ops, and Sales to set teams up for a high-performing FY26
The foundation for next year’s revenue growth starts with the plans you make today.
Join top leaders from Stripe, BD, ClickUp, and Forma.ai to learn how cross-functional collaboration can make your territories, quotas, and incentives more effective.
What you’ll learn:
- Apply lessons from FY25 to design smarter FY26 plans
- Align Finance, Sales, and Ops for seamless execution
- Design incentives that drive the behaviors that matter
- Use data to forecast accurately and plan with confidence
- Launch territories, quotas, and incentives without friction
What we'll cover
What Should This Say?
With your hosts:
Tanu Agrawal
Alex Armbruster
Jason Wooten
Shawn Rossi
Shawn Rossi is VP of Strategic Services at Forma.ai, where he helps 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, insurance, 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.
Tanu Agrawal
Alex Armbruster
Jason Wooten
Shawn Rossi
Tanu Agrawal
Alex Armbruster
Jason Wooten