Event Registration
Event check-in.
WX Technology Rounds 2026 — Build Forward: AI-Powered Enterprise at Tree House Brewing Company and Country Club in Tewksbury, Massachusetts
September 14, 2026 | 8:00 AM - 6:00 PM
Join WX Technology Group and 100 of the foremost CIOs, CTOs, IT Executives, award-winning suppliers and industry thought leaders to connect and collaborate on the top tech topics of 2026.
Hosted at Tree House Brewing Company and Country Club in Tewksbury, the full-day event pairs an optional 9-hole golf round with interactive round tables focused on IT strategy, business transformation, and emerging technology execution.
September 14, 2026 | 8:00 AM - 6:00 PM Tree House Brewing Company and Country Club
Theme
Build Forward: AI-Powered Enterprise
The window for competitive advantage through AI is open right now. The question isn't whether to build forward — it's whether you'll lead it or react to it.
Every round table, every conversation, and every peer connection at WX Technology Rounds 2026 is built around this reality: the enterprises that translate AI capability into operational resilience in the next 18 months will define the competitive landscape for the next decade.
This is the room where those strategies get pressure-tested by peers who understand exactly what you're up against.
Every enterprise IT leader is navigating the same inflection point: how do you move from AI experimentation to operational impact without breaking what already works?
Key Practitioners
Experience behind the conversation.
Our 2026 Key Practitioners are accomplished IT executives and subject-matter leaders selected for their experience, perspective, and willingness to share what they've learned along the way.
They aren't keynote speakers, and they aren't here to present. They're here to participate — joining roundtables, challenging assumptions, sharing lessons learned, and connecting with fellow technology leaders throughout the day.
Caseware
Kal Dhinsa
Chief Information Security Officer
Kal has spent two decades building and leading security programs for B2B SaaS companies across healthcare, retail, fintech, and audit. He has held CISO, SVP, and VP-level security roles through multiple stages of company growth. Today, he works at the intersection of AI transformation and the governance frameworks enterprises must satisfy as they drive operational change across technology and people.
Kal currently serves as Chief Information Security Officer at Caseware, leading information and product security. His focus is AI transformation and AI security, driving compliance and certification initiatives across ISO 42001 and AIUC-1 for AI-enabled audit workflows.
After 16 years at Virgin Pulse, where he rose to SVP of Information Security and built the security program for its employee well-being platform, Kal led Information Security at Salsify and served as CISO at NDVR wealth management.
Look forward to
No Sales Presentation
Expect a full day of disruptive ideas and groundbreaking insight, not an endless sales pitch. Sponsor attendance stays intentionally limited so the experience remains peer-driven and low-pressure.
Engaging Round Tables
With multiple thematic tracks, you can choose the sessions you want to join and build a schedule around the conversations that matter most.
Time to Tee Off (Optional)
Attending golfers can hit the links at the adjoining par 33 9-hole golf course, boasting terrific views and challenging play for golfers of every skill level.
Fresh-Brewed Ideas
Enjoy freshly brewed Tree House beverages alongside carefully selected sponsors, with thought-provoking ideas at the center of the conversation.
Meaningful Connections
Meet other technology leaders, exchange ideas, and lay the foundation for new, useful partnerships.
Friendly Festivities
Share a few laughs over a delicious BBQ lunch and Tree House's signature pizza, with recognition and prizes throughout the day.
Agenda
Schedule for the day
- 8:00 AM
- 9:00 AM
Welcoming Remarks
Kick-start your day with a warm welcome and a delectable assortment of pastries! Join us as we introduce your host for the day who will guide us through our exciting agenda.
- 9:30 AM
Morning Session: Round Tables / Golf
Attend three round tables focused on technology topics and trends that are relevant to you. OR (Optional) Play nine holes on the beautiful executive golf course (1 round per guest).
- 12:00 PM
Lunch
Enjoy a buffet style lunch provided by a local BBQ restaurant.
- 1:30 PM
Afternoon Session: Round Tables / Golf
Attend three round tables focused on technology topics and trends that are relevant to you. OR (Optional) Play nine holes on the beautiful executive golf course (1 round per guest).
- 4:00 PM
Reception
After a dynamic day of navigating the course and engaging in insightful technology-focused round tables, guests are invited to unwind, mingle with industry peers and expand your network while savoring delectable appetizers paired with exceptional Tree House beverages. This is the perfect conclusion to a day of innovation, collaboration, and camaraderie. Don't miss out on an evening filled with recognition, connection, and festivities!
Roundtable Facilitators
Meet the facilitators leading each round table.
Our 2026 facilitators bring hands-on experience across AI, cloud, cybersecurity, networking, and modern communications.
RingCentral
Dennis York
Solutions Engineer
With over four decades of deep industry expertise, Dennis York is a seasoned telecommunications professional who has been driving innovation at RingCentral for the past eight years. Since entering telecom in 1984, he has worked across every major technical shift—from traditional, on-premise PBX systems to advanced VoIP and cutting-edge, cloud-based solutions. His comprehensive background includes hands-on experience in voicemail, contact centers, Unified Communications as a Service (UCaaS), and Contact Center as a Service (CCaaS). Dennis helps organizations transition from legacy infrastructure to agile, cloud-forward environments.
Thrive
David Cohen
Solution Architect
David Cohen is a Solution Architect at Thrive, bringing over 25 years of IT experience to the design of secure, enterprise-grade technology solutions. Over the past year, he has become one of the firm’s subject-matter experts in applied AI, leading solution design for enterprise AI adoption—including Hatz.AI and Microsoft Copilot—and helping clients turn generative AI capability into governed, production-ready workflows. His AI expertise is grounded in formal training through an MIT program in Machine Learning and Generative AI and extends to Thrive’s Microsoft 365 collaboration and ServiceNow service management practices. David is a trusted advisor to executive stakeholders, translating emerging technology into practical business outcomes.
Vonage
Greg Franzen
Channel Chief
At Vonage, Greg Franzen helps lead the company’s channel strategy and partner ecosystem in the Eastern US. He focuses on driving partner-led growth and enabling the channel to deliver Vonage’s UCaaS, CCaaS, and API solutions to customers worldwide.
Comcast
Jamie Roller
Senior Director, Global Solutions Engineering
Jamie is the Senior Director of Global Solutions Engineering at Comcast Business, where he leads efforts to enable and scale the indirect channel through Technical Solutions Distributor and Technology Advisor communities. With more than 20 years in the IT industry and over 15 years in customer-facing sales and consulting roles, Jamie brings deep expertise in advanced solution design and security-driven outcomes. He has a proven track record of helping partners and customers navigate complex technology landscapes to deliver measurable business value.
Dialpad
Lou Morini
Sales Engineer
Lou Morini is a Sales Engineer at Dialpad, helping organizations bring calls, messages, and meetings together with AI-powered communications. With more than 10 years of experience in wireless software, cloud solutions, and collaboration technology, Lou makes it easier for businesses to understand their options and choose solutions that fit the way they work. Known for his energy, curiosity, and problem-solving approach, he helps companies modernize communications, work smarter, and create better experiences for customers and teams.
TierPoint
Tara Kovaleski
Solutions Architect
With over 25 years in the technology industry—from account and sales management to corporate training, solutions engineering, and her work today as a solutions architect—Tara brings a diverse skill set to every opportunity. Working with clients to improve their businesses and achieve meaningful outcomes is her top priority. When she’s not solving complex business challenges, Tara spends her free time traveling, watching her favorite sports teams, and spending time with family and her three very active huskies.
Round Tables
Select tables when registering Choose your conversations.
Each table is vendor-facilitated but attendee-driven. No product pitches — just peer dialogue designed to surface real challenges and strategic insights. Select your tables at registration. Seats fill fast.
01
Reckoning with Technical Debt in an AI-First World
Theme: Cloud Topics: Infrastructure, Data Center
Every organization wants to accelerate AI adoption, but many are discovering that yesterday's infrastructure decisions have become today's biggest obstacles. Technical debt hidden within applications, data platforms, cloud environments, and integration layers can limit the ability to scale emerging technologies. We'll explore how AI initiatives are reshaping infrastructure strategy and the realities behind cloud and hybrid architecture decisions, the growing trend toward workload repatriation, and what separates effective cloud strategy from expensive cloud sprawl.
Secure my spot 02
Beyond Recovery to True Business Continuity
Theme: Disaster Recovery Topics: Security
The last several years have reinforced a hard truth: it's no longer a matter of if disruption will occur, but when. Ransomware, third-party breaches, supply chain compromises, cloud outages, and AI-powered attacks have exposed the limitations of traditional disaster recovery and business continuity plans. We'll discuss how leading organizations are preparing for AI-accelerated threat actors, strengthening cyber recovery capabilities, and building adaptive security programs that evolve alongside the threat landscape.
Secure my spot 03
The Future of Infrastructure: Integrated, Observable, and Autonomous?
Theme: Network Topics: Infrastructure
A new generation of infrastructure companies is rethinking how enterprise networks and platforms are built, operated, and managed. From vertically integrated networking platforms and cloud-like on-premises infrastructure to network observability and AI-driven operations, the industry appears to be moving away from fragmented toolchains toward more integrated and autonomous models. Join peers to discuss emerging architectures, operational shifts, and what these trends could mean for the future of enterprise infrastructure.
Secure my spot 04
Augmentation, Displacement & the Skills Gap Reality
Theme: Strategy Topics: Workforce, AI
Artificial intelligence is reshaping the workforce faster than any technology shift in recent memory, leaving IT leaders with difficult questions about staffing, skills, and organizational design. We'll explore how leading companies are restructuring teams, identifying roles most likely to be augmented versus automated, investing in workforce upskilling, and preparing employees for an AI-enabled future. The discussion will also address the challenges of retaining talent and maintaining morale during periods of transformation.
Secure my spot 05
AI Governance in Practice: Policy, Accountability & the Liability Gap
Theme: Strategy Topics: Governance, AI
As AI adoption accelerates, so does the pressure from regulators, boards, customers, and legal teams to ensure these technologies are deployed responsibly. While most organizations recognize the need for AI governance, many are still determining what that means in practice. This round table explores the practical realities of building an effective AI governance framework, including policy development, auditability, risk assessment, data usage controls, and the governance structures leading organizations are implementing today.
Secure my spot 06
Vendor Breach, Your Crisis: Rethinking Third-Party Risk
Theme: Cybersecurity Topics: GRC
Organizations spend millions securing their own environments, yet some of the most significant breaches originate with trusted vendors. When a third party suffers a security incident, the consequences often extend far beyond the vendor itself, impacting customers who never chose that risk. Join this table for a candid discussion on the realities of third-party risk management; assessing vendor security, validating controls, managing breach response expectations, and determining whether contractual protections are sufficient when an incident occurs.
Secure my spot 07
Fireside Chat: WX CEO - The Partner World Explained
Theme: Strategy Topics: Channel Partners
Today's technology ecosystem is more layered than ever. Can the right partner really move the needle? In this candid discussion, WX President and CEO Willow Pfahler will unpack how the modern partner ecosystem really works, where enterprises gain leverage, and how to navigate vendors, advisors, and integrators without getting lost in the alphabet soup.
Secure my spot 08
The Next Call: AI and the Future of Customer Support
Theme: CX Topics: Contact Center
Join fellow technology and operations leaders for an interactive round table exploring how AI and automation are transforming support organizations across intelligent routing, agent assist, voice, QA, analytics, and orchestration. We'll explore real-world experiences, emerging best practices, and the metrics that matter most — while navigating the opportunities and challenges of AI-driven support.
Secure my spot 09
Time Well Saved: Practical AI for IT Operations
Theme: Strategy Topics: AI, IT Operations
AI is showing up across IT operations — but where is it delivering measurable results? Join fellow IT leaders for a candid discussion on how AI is being used across service desks, NOC workflows, end-user support, documentation, and routine operations. We'll explore real-world time savings, lessons learned from adoption, and the gap between promising pilots and proven outcomes. Bring your experiences and hear what's working, what's not, and where AI is creating the most value today.
Secure my spot 10
Standardize or Experiment? Scaling Employee AI
Theme: Strategy Topics: Workforce, Employee Experience
As AI becomes embedded in everyday work, organizations face a critical question: which use cases should be standardized across the enterprise, and where should teams continue to experiment? Join fellow IT and digital workplace leaders to discuss copilots, knowledge access, collaboration workflows, and decision support tools. We'll explore how leading organizations are balancing consistency, governance, and user adoption while still fostering innovation. Attendees will leave with practical insights on where standardization creates the most value — and where flexibility remains essential.
Secure my spot 11
Protecting Your Data from AI
Theme: Data Topics: Security, GRC
AI runs on data — but what happens when the system consuming your information becomes your biggest exposure point? From accidental deletion and over-permissioned copilots to AI-driven ransomware and backup compromise, this round table explores how enterprise IT leaders are rethinking resilience in the age of AI. We'll discuss practical strategies for protecting critical data and limiting the AI blast radius.
Secure my spot 12
AI on the Front Line: Reducing Volume, Raising Value
Theme: CX/EX Topics: Workforce, AI Bots
As AI-powered bots become more capable, organizations have an opportunity to remove high-volume, low-value interactions from contact centers and support teams — freeing agents to focus on complex issues where human expertise matters most. Join this round table to discuss where AI is successfully handling routine requests, how organizations are measuring impact, and what separates effective automation from frustrating customer experiences. We'll explore the balance between efficiency, service quality, and customer trust as support models continue to evolve.
Secure my spot 2025 Recap
Don't take our word for it.
The strongest proof point from last year: attendees valued the peer conversations because they felt useful, candid, and refreshingly light on sales pressure.
“I was very impressed by how such a small company could put together a great event with great attendees. The attendees are all in the same boat — hearing how other companies face the same challenges was my biggest takeaway.”
“IT departments are suffering and this was kind of like a support group. I connected with several people I'll stay in touch with for best practices. I found this event genuinely valuable and am glad I went.”
“I especially enjoy that no one is actively trying to sell me something. Getting to meet people I have only spoken to on the phone was the highlight. I hope you continue at the same venue — it's a fantastic setting.”
Sponsors
Thank you to our 2026 sponsors
WX Technology Rounds is made possible by a curated group of technology sponsors who believe in the power of peer-driven conversation over pitch-heavy presentations.
Interested in sponsoring? Email info@wxtechnologygroup.com to discuss availability.
Platinum
2 sponsors
Gold
3 sponsors
Silver
3 sponsors
Technology advisory and consulting About WX
WX Technology Group
WX Technology Group is a technology advisory and consulting firm with deep experience in end-to-end solutions, cost savings initiatives, and cloud migrations. Through an extensive partner ecosystem and a team of industry experts, WX gives clients real-time market insight, vendor intelligence, and unbiased recommendations across a broad range of technologies. Acting as an extension of each client's team, WX helps business leaders make informed decisions, capitalize on emerging technologies, and spend more time on strategic initiatives.
Learn more FAQ
A few things people ask.
If your question isn't here, email us directly.
Is this event free to attend?
Yes — WX Technology Rounds is complimentary for qualified technology executives. The event is underwritten by our sponsors. We review all registrations to ensure attendees meet the criteria.
Do I have to play golf?
Not at all. Golf is completely optional. Attendees who prefer not to golf are equally at home — the venue, terrace, and reception areas are open throughout, and many of the best conversations happen off the course.
How do I choose my round table sessions?
When session selection opens, you'll receive an email with instructions for choosing your round tables. Tables are first-come, first-served, so register early to secure your preferred topics.
What is the attendee profile?
The event targets CIOs, CISOs, CTOs, CDOs, and VP/Director-level IT leaders from mid-to-large enterprise organizations (500+ employees) primarily in New England and the Northeast.
Are vendor pitches allowed at round tables?
No — and we take this seriously. Round Table facilitators are specifically briefed to moderate discussion, not sell. Conversations are under Chatham House rules. Sponsors who don't follow this are not invited back.
Will alcohol be served? Is there food?
Yes to both. Tree House is nationally recognized for award-winning craft beers. Non-alcoholic options are always available. Tree House Pizza Kitchen serves their acclaimed pies, plus a buffet lunch is included.
What should I wear?
Smart casual. If you're golfing, golf attire is appropriate on the course. Most attendees wear business casual for round table sessions. Prioritize comfort and practicality for a day that moves between indoor and outdoor spaces.
I want to sponsor. Who do I contact?
Vendor-sponsored round table opportunities are available for each event. Sponsorships include table facilitation, brand visibility, and networking access. Email info@wxtechnologygroup.com to discuss availability.
Accommodations
Exclusive room block for WX Technology Rounds
To make the event easier to attend, WX Technology Group has secured a room block at the Hilton Garden Inn Tewksbury Andover for the event on Monday, September 14, 2026, at Tree House Brewing Company in Tewksbury.
Enjoy comfortable accommodations and exclusive amenities at a discounted rate of $129.00 per night plus taxes and fees.
Hotel details
Hilton Garden Inn Tewksbury Andover
4 Highwood Dr, Tewksbury, MA 01876
- Room rate
- $129.00 per night plus taxes and fees
- Rate availability
- Sunday, September 13 through Monday, September 14, 2026
- Booking deadline
- Friday, August 28, 2026
Discounted rate is not guaranteed after the booking deadline.
Questions? Email info@wxtechnologygroup.com Registration
Reserve your seat.
WX Technology Rounds is complimentary for qualified technology executives. Registrations are reviewed to keep the room focused on senior IT leaders from mid-to-large enterprise organizations.
Register now