CXO Unfiltered Member Meeting 8/22/25

Agenda Opening Remarks 5-min

Expert Speaking Session 25-min

Peer-to-Peer Discussion 10-min

Closing Remarks 5-min

Opening Remarks With Kelly and Davis

Introducing Your Hosts

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Kelly Hopping Davis Potter CMO

Demandbase CEO, Co-founder

ForgeX

Our Mission CXO Unfiltered is an invite-only peer group for B2B executives, offering exclusive access to

research, curated events, and real-time collaboration with peers.

Benefits of CXO Unfiltered Membership

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Monthly Member Meetings

Exclusive Research & Resources

Private Network & Community

● Participate in private, CXO-only sessions featuring guest keynote speakers, enterprise case studies, and exclusive in-person gatherings

● Access proprietary research, benchmarking data, and GTM frameworks built specifically for CXO-level decision-makers

● Engage with fellow CXOs in a secure, members-only Slack workspace built for candid conversations, strategic feedback, and support from peers

Exclusive CXO Unfiltered Portal

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Exclusive CXO Unfiltered Portal Access

The CXO Unfiltered Portal is your central hub for accessing all resources, including research, executive meetings, and the private Slack community.

Access is limited to CXO Unfiltered members.

Access here:

https://research-hub.forgex.ai/cxo-unfiltered

https://research-hub.forgex.ai/cxo-unfiltered

Private Member Slack Channel

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Private Network & Community

We use Slack to host our private channel. Itʼs your space to ask questions, connect with peers, and gather real-time feedback.

Access is limited to CXO Unfiltered members.

Access here:

Coming soon!

Call for Nominations to Join

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Weʼre keeping this boutique community exclusive to CXOs.

As a founding member, your voice matters.

If you know a world-class CXO who should be part of this group, nominate them by reaching out to:

📩 davis@forgex.ai

Operationalizing AI in the Enterprise with Liza Adams

Expert Speaker Introduction

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Background

● 20+ years leading GTM and marketing transformation across startups and global enterprises

● Accelerates responsible AI adoption through advisory, workshops, and fractional CMO roles

● Recognized thought leader featured by Forbes and SaaStr, known for driving real business impact with AI

Liza Adams Liza Adams,

AI Advisor & GTM Strategist, GrowthPath Partners

From Using AI Tools to Building and Guiding AI Teammates

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Moderna leading the charge

Human-AI Org Transformation Case Study and Playbook www.growthpath.net

https://www.wsj.com/articles/at-moderna-openais-gpts-are-changing-almost-everything-6ff4c4a5 https://www.wsj.com/articles/at-moderna-openais-gpts-are-changing-almost-everything-6ff4c4a5 https://www.linkedin.com/posts/lizaadams_aiinmarketing-gtmtransformation-aiadoption-activity-7288189990142976005-qnYA?utm_source=share&utm_medium=member_desktop

45-Member Powerhouse Marketing Team (25 Humans & 20 AI) and 100% AI Adoption in 6 Months

13www.growthpath.net

● Jan - 20 AI teammates ● Apr - 63 AI teammates ● Summer - more than 100 AI teammates

Human-AI Org Transformation Case Study and Playbook

https://www.linkedin.com/posts/lizaadams_aiinmarketing-gtmtransformation-aiadoption-activity-7288189990142976005-qnYA?utm_source=share&utm_medium=member_desktop

A Mindset & Behavior Shift: From AI Tool Users to Teammates

14Reference: Real Life Case Study www.growthpath.net

AI Ecosystem for the Head of Demand Gen

https://www.linkedin.com/posts/megan-ratcliff_we-all-know-that-feeling-back-to-back-meetings-activity-7307820390821548032-sCQ-?utm_source=share&utm_medium=member_desktop&rcm=ACoAAABO9I0BwLXGa43-7PJLaexXcn71tIaW5sc

15www.growthpath.netHuman-AI Org Transformation Case Study and Playbook

https://www.linkedin.com/posts/lizaadams_aiinmarketing-gtmtransformation-aiadoption-activity-7288189990142976005-qnYA?utm_source=share&utm_medium=member_desktop

16www.growthpath.netThe End of Handoffs: How AI Teammates Work Together

https://www.linkedin.com/pulse/end-handoffs-how-ai-teammates-work-together-liza-adams-7aqec

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Case Studies AI is Breaking Department Silos: Moving from Org Charts to Work Charts

www.growthpath.net

https://www.linkedin.com/pulse/ai-breaking-department-silos-moving-from-org-charts-work-liza-adams-dqumc https://www.linkedin.com/pulse/ai-breaking-department-silos-moving-from-org-charts-work-liza-adams-dqumc https://www.linkedin.com/pulse/ai-breaking-department-silos-moving-from-org-charts-work-liza-adams-dqumc https://www.linkedin.com/pulse/ai-breaking-department-silos-moving-from-org-charts-work-liza-adams-dqumc https://www.linkedin.com/pulse/ai-breaking-department-silos-moving-from-org-charts-work-liza-adams-dqumc https://www.linkedin.com/pulse/ai-breaking-department-silos-moving-from-org-charts-work-liza-adams-dqumc https://www.linkedin.com/pulse/ai-breaking-department-silos-moving-from-org-charts-work-liza-adams-dqumc https://www.linkedin.com/pulse/ai-breaking-department-silos-moving-from-org-charts-work-liza-adams-dqumc

18www.growthpath.net

“Building AI Teammates” Demo

Closing Remarks With Kelly and Davis

Monthly Meeting Dates Through FY-25

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September, 26

October, 30

November, 21

December, 12

Jon Miller Former Marketo CMO, Co-Founder

Next Steps

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1. Join our private Slack channel. 2. Explore the Member Portal. 3. Let us know any questions or

key concepts our next session with Jon Miller.

Invite your network to join!