From experimentation to enterprise value.

AI is moving beyond the pilot. The challenge now is rewiring how work gets done and proving its impact on the P&L.

Join a select group of enterprise leaders for an intimate, off-the-record evening of candid discussion, a hands-on use-case lab and seated dinner. Explore how to rewire workflows across people, systems and AI, size the return, and turn promising initiatives into measurable outcomes.

WHY ATTEND

An evening for technology leaders taking AI from pilot to P&L, with an independent read on where value stalls, a hands-on use-case lab, and a CFO’s test for AI value.

79% – of technology leaders cite driving business outcomes as their top priority

42% – still report low or no ROI from their AI investments

Source: Deloitte, 2026 Global Technology Leadership Study

Overview

When – Thursday, November 12, 2026 4:30 – 8:15 pm

Where – The St. Regis, San Francisco

Format – Use-case lab and seated dinner

Guests – ~30 executives

Host – UnifyApps

Agenda

4:30   –    Arrival and curated introductions

5:00   –    Welcome: what your board is asking · ICONIQ

                  Where AI value is accruing, and how to answer your board in revenue, cost and risk.

5:15   –      Analyst briefing: why AI value stalls between pilot and P&L · Independent analyst

                   Where enterprise AI stands today, and the points where value breaks down before production.

5:30   –     Use-case lab · Keynote by Ragy Thomas, Co-CEO & Co-Founder, UnifyApps

                   A 10-minute keynote on workflow design for outcomes, then a facilitated lab at tables of five: map one use-case across your
                    systems, human and AI, and size the ROI.

6:45   –     Customer fireside: the CFO’s test for AI value · A customer CFO in conversation with UnifyApps

                   What a CFO counts as AI value, how the business case is built and defended, and what it took to reach production

7:10   –      Seated dinner with facilitated table conversation

                   One question per course, built on the lab. Which of your AI wins would your CFO count?

8:05   –     Synthesis and close · Richard Rivera, CRO, UnifyApps

                   Three patterns from the evening on where AI value lands, and your next step.

8:15   –      Dessert, drinks and open networking · Optional, until 9:00

WHAT YOU GET

Following the event, UnifyApps will build a working prototype of the workflow you rewire in the lab.

Speakers:

Rena brings over 20 years of experience to her role as Chief Analyst and Practice Lead for Enterprise Technology & Services, including over ten years with GlobalData. She covers analytics solutions, as well as Systems Integrator strategies and enterprise communications. Her expertise encompasses artificial intelligence, cloud-based AI platforms, systems integration and IT services, digital transformation, and business networking.

• Matthew Jacobson, Partner, ICONIQ – bio needed
• Ragy Thomas, Co-CEO and Co-Founder, UnifyApps
• Waseem Bhatti, Principal Solutions Consultant, UnifyApps
• Margi Lynn, SVP Marketing, UnifyApps
• Richard Rivera, CRO, UnifyApps – bio needed
  
  
  

  Richard Rivera

  CRO, UnifyApps

  

  Margi Lynn

  SVP Marketing, UnifyApps

  

  Waseem Bhatti

  Principal Solutions Consultant, UnifyApps

  

  Ragy Thomas

  Co-CEO and Co-Founder, UnifyApps

  

  Matthew Jacobson

  Partner, ICONIQ

  

  Rena Bhattacharyya

  Chief Analyst and Practice Lead, Enterprise Technology & Services at GlobalData