Business Transformation World Summit: Event Information

The 28th Business Transformation World Summit | 2027 Event Guide

The 28th Business Transformation World Summit | 2027 Event Guide

The 2027 Business Transformation World Summit  Agenda is here. Every enterprise is in transformation. Boards are demanding it. CEOs are staking their tenures on it. Investors are pricing it ...

Reports, Infographics, Whitepapers & Case Studies - Your Hub of Insights

Checklist | Are You Really Running Continuous Transformation, or Just More Transformation Programs? The Continuous Transformation Operating Model Health Check

Checklist | Are You Really Running Continuous Transformation, or Just More Transformation Programs? The Continuous Transformation Operating Model Health Check

Most organizations know how to launch a transformation program, but far fewer have built the operating model to make transformation a permanent enterprise capability.

This exclusive health check challenges you to look beyond transformation activity and assess whether your organization has the accountability, governance, decision-making, structure, capability and culture required to transform continuously.

This six-question diagnostic gives you a practical way to assess where your transformation operating model is strong – and where it may be holding you back.

The health check will help you assess:

  • Whether the business or transformation team owns the value
  • Whether your governance creates decisions or simply more reporting
  • How quickly you can prioritize, fund and adapt transformation
  • Whether you have persistent transformation capabilities rather than temporary teams
  • Whether transformation is embedded into culture, capability and everyday operations
  • Whether your transformation portfolio is genuinely aligned to strategic outcomes

Download the operating model health check to identify your biggest operating model gaps and discover what needs to change to build a transformation capability that lasts.

Failure Case Stories | Deal Value is Not Business Value: Why There May be a Gap Between what Investors Underwrite and what Management Intends in its Value Creation Plan

Failure Case Stories | Deal Value is Not Business Value: Why There May be a Gap Between what Investors Underwrite and what Management Intends in its Value Creation Plan

Every value creation plan starts with an investment thesis. But once the deal closes, what investors underwrite and what management needs to change in the business can diverge – creating an alignment gap that can undermine execution and value creation.

In this aggregate case study, Victor Vadaneaux draws on experiences from across the VCPE speaker cohort to examine what happens when PE investors, management teams and boards are not aligned around what needs to change, why it matters, and how it will be delivered.

Rather than focusing on a single "failure," the case study explores the realities of stalled or underperforming value creation initiatives, and the lessons leaders can take forward.

Download these failure stories to discover:

  • Where deal value and business value can diverge after close
  • The alignment and execution issues that can derail value creation
  • Lessons from real-world situations where initiatives stalled or required a change in direction
  • What Deal Partners, CTrOs, Operating Partners, and management teams can do differently to close the gap

Value creation is not delivered by a spreadsheet or a VCP. It is delivered by people aligned around what needs to change – and how they will make it happen. Download the case study to explore the lessons behind stalled value creation and how stronger alignment can turn the investment thesis into business value.

PEX Network | Global State of Business Transformation Industry Report 2026-27

PEX Network | Global State of Business Transformation Industry Report 2026-27

Transformation is accelerating; can your organization keep up?

The PEX Report 2026/27: Global State of Business Transformation draws on 185 professionals surveyed between May and August 2026, with 61% of respondents at the board, C-suite, SVP, VP or director level. Now in its second year of matched, like-for-like data, the report provides a detailed view of how transformation priorities, investment, technology adoption, and organizational challenges are changing, as well as featuring expert perspectives and real-world examples from senior transformation leaders and practitioners.

What does the data tell us?

  • 61% say AI is now the most-used methodology for business transformation
  • 57% say Agentic AI is the most-planned investment, rising from 39% the previous year
  • 71% say AI skills are the most-cited capability gap among transformation organizations
  • 54% say Change Management has overtaken cost as the biggest transformation challenge

Together, these findings point to a fundamental shift: the challenge is no longer simply deciding whether to transform but how to build an organization capable of transforming continuously.

Download the report and explore the forces reshaping the transformation agenda, including:

  • AI and Agentic AI: From experimentation and pilots to enterprise-scale investment and autonomy
  • Governance: Why organizational controls are struggling to keep pace with AI adoption
  • Value Realization: The shift from AI use cases toward measurable business value
  • Data and Process: Why strong foundations remain critical to scaling transformation
  • Change and Workforce: The growing impact of change fatigue, skills gaps and sustained adoption
  • Investment Priorities: Where transformation leaders are directing resources over the next 12 months
  • Success Measures: How organizations are redefining transformation impact, from efficiency to top-line growth
  • Transformation at Scale: What the latest data reveals about building a permanent transformation capability

The transformation agenda is changing, but the big question is: what comes next? Download the report to explore the data shaping the next chapter of business transformation.

Report | The Chief Transformation Officer Benchmarking Report 2027: Defining the New Transformation Mandate

Report | The Chief Transformation Officer Benchmarking Report 2027: Defining the New Transformation Mandate

The transformation mandate has changed – has yours?

What are 125 Chief Transformation Officers actually prioritizing, funding, and struggling with? This benchmark report gives you the answer.

Drawing on survey responses from 125 Chief Transformation Officers, it reveals where transformation leaders are investing, where they have budget authority, what is holding transformation back – and how the role itself is evolving.

Rather than another collection of predictions about the future of transformation, this report gives you a benchmark of what your peers are doing right now.

The numbers tell a detailed story:

  • 81% rank AI platforms and applications as a high priority for the next 12 months
  • 71% have direct budget authority for AI – the highest of any investment category
  • 62% are managing 5+ transformation initiatives simultaneously
  • Yet just 34% prioritize AI governance, safety and risk
  • Only 7% prioritise data architecture and platforms

The message is clear: transformation is scaling faster than many organizations are building the foundations to support it.

Featuring expert perspectives from:

  • Nazia Raoof, Business Transformation Executive, Cotiviti
  • Madhu Mukherjee, VP and Head of Transformation and Data Science, USA TODAY
  • Jacques McGregor, VP, Digital Business Enablement, Marathon Petroleum Enablement
  • Jennifer Dorre, SVP of Business Transformation, KnitWell Group
  • Vineet Mehra, Head of Functional Platform, Landside Finance and Controls, Maersk

Download the Benchmark Report and discover where your priorities align, where the gaps are emerging, and what the next generation of transformation leadership will demand.

Guidebook | Stop Running Transformation Like a Project: The Operating Model Built for Continuous Change

Guidebook | Stop Running Transformation Like a Project: The Operating Model Built for Continuous Change

Transformation doesn't have an end date, so why are you still managing it like it does?

As AI accelerates the pace of change, temporary programs, annual planning cycles and project-based governance are no longer enough to sustain transformation. 

This exclusive guidebook brings together insights from leading transformation and operational excellence executives, including:

  • Jots Sehmbi, Chief Digital and Information Officer, City St Georges, University of London
  • Ricardo Henriques, Transformation Leader and Business Automation Professor, EDP and Católica Lisbon School of Business and Economics; PEX Network Advisory Board Member
  • Nao Anthony, Senior Manager, Operational Excellence, Commonwealth Bank
  • Sudeshna Banerjee, Transformation Consultant, OakNorth

Together, they explore what it takes to move from program-based transformation to a permanent enterprise capability.

Download to discover more about:

  • Why traditional transformation programs struggle to sustain momentum and value
  • The five shifts required to build a continuous transformation operating model
  • How leading organizations are rethinking governance, accountability and transformation investment
  • Why building permanent transformation capabilities is becoming critical
  • The six questions every leadership team should ask about their transformation model

The next transformation program won't be the last - make sure you are building an organization ready for continuous change. Download the guidebook to hear directly from the leaders navigating this shift are doing it, and benchmark it against your own strategy and model.

Failure Case Study | From 14% to 100%: How One M&A Integration Recovered from Near Failure to Deliver Ultimate Value Creation

Failure Case Study | From 14% to 100%: How One M&A Integration Recovered from Near Failure to Deliver Ultimate Value Creation

Every acquisition begins with a compelling investment thesis, ambitious synergy targets, and a clear value creation plan. But when those synergies fail to materialize, the investment case quickly comes under pressure, and with it, the path to EBITDA growth and exit value.

In this candid failure case study, Nick Berry, M&A Value Creation Director at Miryo, shares how an acquisition that was rapidly falling short of its investment thesis was brought back on track when, just six months after close, only 14% of the expected revenue synergies had been achieved.

Through a fundamental rethink of the integration strategy, the business ultimately recovered to deliver 100% of its original synergy targets, while generating 66% of the following year's target before the earn-out had even ended. Nick shares the practical lessons every Operating Partner, deal team, and portfolio executive can apply to prevent value destruction and accelerate post-deal performance.

Download this case study to discover:

  • Why revenue synergies so often fail to materialize, even when the investment thesis looks compelling
  • The leadership, governance, and integration mistakes that quietly destroy enterprise value after close
  • How to build a commercial synergy engine that accelerates EBITDA growth rather than delaying it
  • A proven turnaround playbook for recovering underperforming integrations before value is lost

This case study explores why, and, more importantly, what experienced value creation leaders do when an integration begins to go off track. Download your complimentary copy today to learn how to recognize the warning signs of value destruction early, recover momentum, and protect enterprise value before it's too late.

FAQ | You Can't Transform What You Can't See: The Business Architecture FAQ for Enterprise Transformation

FAQ | You Can't Transform What You Can't See: The Business Architecture FAQ for Enterprise Transformation

Business Architecture is becoming an increasingly important part of the transformation conversation, but what does it actually mean, and how can transformation leaders use it?

This practical FAQ demystifies Business Architecture, breaking down what it is, why it matters and how transformation leaders can use business capability mapping to connect strategy with the capabilities, processes, technology, data and people needed to deliver it.

Download to learn more about:

  • What Business Architecture actually is and why it is becoming increasingly relevant to enterprise transformation
  • How business capability mapping works and what it can reveal about your organization
  • How to identify capability gaps, duplication and transformation priorities across the enterprise
  • How Business Architecture connects strategy to execution, helping leaders make more informed transformation and investment decisions
  • Where Business Architecture fits within AI, digital and operating model transformation

Download the FAQ to understand Business Architecture, demystify capability mapping and discover how to use it to move from enterprise complexity to transformation clarity.

Infographic | AI Isn’t What’s Putting Your Transformation at Risk. These 12 Challenges Are

Infographic | AI Isn’t What’s Putting Your Transformation at Risk. These 12 Challenges Are

For the transformation leaders responsible for delivering enterprise-wide change, the biggest obstacles to transformation success extend far beyond technology.

Drawing on exclusive insights from a global pool of Chief Transformation Officers, this infographic reveals the 12 challenges having the greatest impact on enterprise transformation today – from organizational complexity and capability gaps to alignment, execution, and value realization.

Download the infographic to discover:

  • The 12 biggest challenges transformation leaders say are slowing enterprise transformation today
  • Why AI is only one part of a much bigger transformation challenge, and where organizations continue to struggle most
  • How your transformation priorities compare with those of other enterprise leaders
  • Where transformation leaders need to focus next to overcome barriers and deliver measurable business impact

Whether you're responsible for enterprise transformation, digital strategy, AI, operational excellence, or organizational change, this infographic provides a valuable benchmark of the challenges shaping the transformation agenda.

Download your copy today to discover what is really standing between transformation ambition and transformation impact – and how leading organizations are tackling these challenges.

Fact Sheet | Governance Before Scale: Why Enterprise AI Fails Without the Right Operating Model

Fact Sheet | Governance Before Scale: Why Enterprise AI Fails Without the Right Operating Model

While investment in AI continues to accelerate, governance, accountability, and operating models are struggling to keep pace – making it increasingly difficult to scale AI beyond isolated use cases and deliver sustainable business value.

Without clear ownership, robust governance, and an enterprise-ready operating model, AI initiatives risk creating fragmented decision-making, increased operational risk and unrealised transformation value.

This fact sheet explores the critical foundations organizations must put in place before AI can be successfully scaled across the enterprise.

Download this fact sheet to discover:

  • Why governance is becoming one of the biggest barriers to scaling enterprise AI successfully
  • The operating model, leadership, and accountability structures required to support enterprise-wide AI adoption
  • The most common governance gaps preventing organizations from realising AI value at scale
  • Practical steps to build an AI-ready operating model while preparing for an evolving regulatory landscape

The organizations that will lead in the AI era will not simply be those that deploy AI first – they will be the ones that build the governance, operating model, and organizational capabilities needed to scale it successfully. Download the fact sheet to benchmark your AI readiness, identify governance gaps, and build the foundations for successful enterprise AI transformation.

Report | Agentic AI Governance Made Practical: What Leaders Need to Do Now to Balance Risk, Innovation, and Accountability

Report | Agentic AI Governance Made Practical: What Leaders Need to Do Now to Balance Risk, Innovation, and Accountability

As Agentic AI becomes embedded across enterprise workflows, the challenge for leaders has fundamentally shifted. It's no longer about if you use AI; it's about how you stay in control of systems that can act on your behalf.

But here's the real challenge: Most governance models were built for static systems, not autonomous agents that learn, adapt, and make decisions in real time.

This report gives you clear and actionable insights for governing Agentic AI in the real world, helping you shift from reactive compliance to confident, scalable control.

Download to learn more about:

  • How to navigate complex, fast-evolving AI regulations: Understand what global frameworks like the EU AI Act and U.S. policies mean in practice and how to align your organisation before enforcement catches up
  • How to design governance for autonomous systems, not just models: Learn how to implement real-time controls, human oversight, and auditability for AI agents that act, interact, and make decisions independently
  • How to reduce risk while still scaling innovation: Discover practical frameworks that help you balance compliance, accountability, and performance without slowing down transformation

In the Agentic Age, governance isn't just a compliance exercise; it's a strategic capability. Download the report now to gain the clarity, frameworks, and confidence you need to lead in a world where AI doesn't just support decisions – it makes them.

Infographic | 10 Agentic AI Predictions 2026: Which One is Going to Happen First?

Infographic | 10 Agentic AI Predictions 2026: Which One is Going to Happen First?

Agentic AI is rapidly moving beyond pilots and point use cases into medium and large scale deployment. For enterprise leaders, the critical questions are no longer what AI can generate, but what it can safely do, at what scale, and under what controls.

This infographic presents 10 daring predictions that show how Agentic AI will evolve into a governed, auditable, enterprise grade capability – reshaping operating models, accountability, and leadership decision making.

Download to learn more about:

  • See where Agentic AI is truly heading beyond copilots to enterprise scale, policy bound autonomy
  • Understand what will define success and failure, regulation, certification, AgentOps, and real accountability
  • Get ahead of the operating model shift as AI agents move from supporting teams to running end to end business functions

Download now to understand how these Agentic AI predictions could impact your organization, and what you need to do now to stay ahead of the curve.

Failure Content Bundle | Failure First: Four Transformation Failures That Will Change How You Lead

Failure Content Bundle | Failure First: Four Transformation Failures That Will Change How You Lead

Transformation doesn’t fail quietly. It fails in missed targets, stalled programs, frustrated teams, and strategies that looked perfect on paper but didn’t survive reality – and yet, most leaders are still only hearing the success stories.

This is different. This content bundle brings together four candid, real-world transformation failures from experienced senior leaders who have been in the room, made the decisions, and seen what happens when things don’t go to plan. No polish and no hindsight bias, just honest insight into what went wrong, and what they would do differently now.

Download to learn more about:

  • Where transformation really breaks: Uncover the hidden gaps in strategy, culture, and execution that derail even the most well-funded initiatives
  • The leadership decisions that make-or-break change: Learn how small missteps at the top can cascade into organisation-wide resistance or failure
  • What to do differently next time: Walk away with practical, experience-led insights you can apply immediately to avoid the same pitfalls

Featuring Experts:

  • Kartick Kalaimani, Vice President, Dentsu
  • Gerald Lackey, Commissioner, Virginia Department of Motor Vehicles
  • Iván Céspedes, Continuous Improvement Expert, Roche
  • Mike Jefferson, VP, Head of Business Operations for Technology, Volvo Group 

    Download the bundle now and learn the valuable lessons most leaders only discover too late – and so you don’t make the same mistakes they did.
Infographic | The Verdict Is In: What Enterprise Leaders Really Thought of BTWS 2026

Infographic | The Verdict Is In: What Enterprise Leaders Really Thought of BTWS 2026

When transformation leaders gather, the real story isn’t just on stage – it’s in the conversations, the connections, and the momentum that builds inside the room.

At the Business Transformation World Summit 2026, senior executives from across the globe came together to tackle the most pressing challenges in enterprise transformation: scaling AI responsibly, aligning leadership around change, reinventing operating models, and building cultures that can sustain continuous transformation.

This testimonial infographic captures the unfiltered reflections from Mastercard, Dentsu, Dana Inc, Mimica, Personify Health, Philip Morris International, and many, many more.

Download this infographic to discover:

  • Why senior transformation leaders say BTWS delivers conversations they can’t have anywhere else
  • What sets the community, networking, and content apart from other industry events
  • How attending BTWS helped leaders refine strategy, validate priorities, and accelerate action inside their organizations 

Transformation doesn’t happen in isolation. It happens when bold leaders come together to challenge, test, and elevate one another. See why the most senior leaders in the transformation community continue to choose BTWS, and why you’ll want to be in the room next time.

Infographic | The State of Enterprise Transformation 2026: Insights From 100+ Transformation Leaders

Infographic | The State of Enterprise Transformation 2026: Insights From 100+ Transformation Leaders

At the Business Transformation World Summit 2026, we surveyed over 100 enterprise transformation leaders to understand how organizations are really navigating transformation today: from cadence and friction points to Agentic AI maturity, value creation, and the evolving scope of the Chief Transformation Officer role.

The results reveal a clear picture of where transformation is accelerating, and where it’s still breaking down.

This infographic uncovers:

  • Where transformation creates the most friction, and why people, culture, and leadership alignment remain the hardest challenges to solve
  • How far enterprises have progressed on the Agentic AI maturity curve, from early exploration to embedded adoption
  • The single biggest concern holding back enterprise AI adoption (and it’s not regulation)
  • Which transformation approaches are delivering the most tangible value today, and where value remains unclear
  • How the CTRO role is expanding, and what leaders are prioritising over the next 12 months

One message is unmistakable: Transformation leaders are no longer debating whether to transform; they are grappling with how to scale impact, build trust, and move from experimentation to execution.

Download the infographic to benchmark your transformation maturity, priorities, and AI readiness against peers across leading enterprises, and identify where to accelerate, recalibrate, or lead.

Market Report | Powering Transformation with Agentic AI: How to Drive Readiness, ROI & Smarter Build-vs-Buy Decisions

Market Report | Powering Transformation with Agentic AI: How to Drive Readiness, ROI & Smarter Build-vs-Buy Decisions

In this exclusive report, get the ultimate transformation, data and AI pragmatic playbook for establishing the business context, infrastructure and vendor strategy needed to make agentic AI deliver repeatable ROI. Designed for transformation leaders who must balance bold innovation with operational reality, this briefing gives you the actionable insights to get AI working for your business, not against it.

Inside, you’ll find guidance on the questions that keep you awake at night:

  • Where should AI agents sit in your organization? Identify the right business contexts where agentic AI can deliver ROI, beyond flashy pilots.
  • Build vs. Buy: The practical framework: Weigh speed, differentiation, talent, and governance to decide whether to develop in-house or partner with vendors.
  • Infrastructure and team readiness: Understand the data, compute, and organizational foundations required to scale AI without hitting the usual roadblocks.

Why this matters to you:

  • Pinpoint high-impact use cases: Focus on projects that move the needle, not just generate excitement.
  • Close critical gaps: Learn where data quality, AI literacy, and governance are most likely to stall progress, and how to fix them.
  • Align leadership and teams: Bridge the gap between C-suite expectations and frontline capabilities, ensuring adoption doesn’t just happen, it succeeds.
  • Prepare for enterprise-scale AI: Build the right infrastructure, governance, and cross-functional teams to turn experimental pilots into repeatable outcomes.

Download Part 1 now, the essential briefing every transformation leader needs before approving pilots, signing contracts, or setting enterprise AI strategy. If you want AI to actually change your business for the better, this is where you start.

Market Report Part 2 | Scale Agentic AI with Confidence: How to Harness Agentic AI Governance, People, and the Future of Transformation

Market Report Part 2 | Scale Agentic AI with Confidence: How to Harness Agentic AI Governance, People, and the Future of Transformation

Part 2 of the Agentic AI playbook is built for the challenges you face right now: moving beyond pilots and scaling agents into business-critical workflows, without exposing your organization to unnecessary risk.

As a transformation leader, you’re under pressure to deliver innovation, prove ROI, and keep your enterprise safe. This report is designed to help you strike that balance. You’ll get practical guidance on the decisions that determine whether Agentic AI strengthens your business or puts it at risk.

Inside, you’ll find answers to the questions keeping you up at night:

  • How do you safeguard scale? The governance and AgentOps controls that satisfy regulators while preserving agility.
  • What new roles will your enterprise need? How to define and build the critical hybrid positions: AgentOps managers, AI product owners, and governance leads, that make AI adoption sustainable.
  • How do you prepare your people? Strategies for reskilling and communication that empower employees, align expectations, and ensure AI agents augment - not replace - human talent.

How this report will help you:

  • De-risk your roadmap: Master the concrete controls EU and U.S. regulators expect, from audit logs to human oversight.
  • Scale responsibly: Get the operating-model blueprint for embedding agents safely into enterprise workflows.
  • Win trust across the business: Use our people-first adoption playbook to align C-suite ambitions with frontline realities and embed continuous learning.

Download Part 2 now to get the frameworks, safeguards, and adoption strategies you need before scaling agents into mission-critical workflows. For leaders who want Agentic AI to deliver measurable value without compromising trust, this is your next step.

Guide | Grateful for Growth: Upskilling and Reskilling 2.0 to Empower Change-Ready Teams

Guide | Grateful for Growth: Upskilling and Reskilling 2.0 to Empower Change-Ready Teams

As a transformation leader, you’re already navigating constant reinvention; new technologies, evolving customer expectations, and mounting performance pressure. But even the best strategy will stall if your workforce can’t move with you.

This Upskilling & Reskilling Guide was built for you: the leaders designing the future of work. Inside, you’ll find practical checklists, proven frameworks, and real-world insights from transformation experts, including Stephanie Licht, Senior Director of Process Optimization & Automation at Old National Bank, who has turned uncertainty into progress.

It’s not about more training. It’s about creating a culture that learns, adapts, and leads, no matter what 2026 brings.

What You’ll Gain When You Download:

  • Roadmap to close your organization’s skills gap and keep pace with AI-driven transformation.
  • Tools to strengthen leadership readiness and culture, so change feels shared, not forced. 
  • Methods to prove ROI and business value for every upskilling and reskilling initiative.

Download your guide now and start building the future-ready workforce your strategy needs to succeed.

Infographic | Facing the Future: How Transformation Leaders Are Turning ‘Automation Anxiety’ into Human-Centric Opportunity

Infographic | Facing the Future: How Transformation Leaders Are Turning ‘Automation Anxiety’ into Human-Centric Opportunity

For today’s transformation leaders, the rise of generative AI, agentic AI, and intelligent automation is more than a technological shift; it’s a test of leadership capabilities. You’re not just tasked with integrating disruptive tools; you’re navigating the human impact. From frontline staff to the C-suite, your challenge is to balance rapid adoption with preserving trust, morale, and cultural cohesion in a time of heightened uncertainty.

This infographic captures insights from global transformation executives, including leaders from L’Oréal, VISA, Diebold Nixdorf, and more, on how they are reframing anxiety into opportunity. Through empathy, transparency, and a willingness to experiment, they are unlocking both human potential and the true enterprise value of automation.

It’s a preview of the conversations that will take centre stage at the Business Transformation World Summit 2026, where transformation, OPEX, digital, AI, and change leaders come together to chart the future of human-centric, AI-enabled enterprise reinvention.

Infographic | No More BS (Bogus Statements): 10 Industry Leaders Set the Record Straight on What ‘Transformation’ Actually Means

Infographic | No More BS (Bogus Statements): 10 Industry Leaders Set the Record Straight on What ‘Transformation’ Actually Means

Still wading through the noise about “transformation”? You’re not alone. Every leader is under pressure to deliver change, keep up with AI, engage their people, and protect business-as-usual, all while being bombarded with trends, tools, and buzzwords that promise everything but sometimes deliver little.

Here’s the good news: you don’t have to waste time chasing myths anymore.

In this guide, 10 industry leaders from Kraft Heinz, Konica Minolta, Swiss Re and many others cut through the bogus statements around transformation. They’ve lived the same challenges you face, and they’re exposing the biggest lies and misconceptions that keep organizations stuck. Instead of hype, you’ll get practical, people-first, tech-smart insights you can actually use.

This isn’t theory. This is straight talk for leaders like you who need transformation that works — and lasts.

What You’ll Get from This Guide:

  • The red flags to watch for: Spot bad advice before it wastes your time, energy, and budget.
  • A mindset reset: Rethink technology, leadership, and culture with clarity and confidence.
  • Actionable wisdom from real leaders: Advice from executives who’ve been where you are and know how to get it right.

Download your copy now and leave the myths behind. Transformation without the BS starts here.

Agentic AI 101: The Questions Everyone Is Asking - Answered

Agentic AI 101: The Questions Everyone Is Asking - Answered

As enterprises enter the Age of Agents, the conversation is no longer just about automation; it’s about transformation. Leaders face urgent questions on how to integrate agentic systems into the heart of their organizations, balancing innovation with governance, opportunity with responsibility.

This essential FAQ tackles the strategic, regulatory, and cultural challenges enterprises must navigate to harness Agentic AI as a true partner in growth:

  • How do agents store and retrieve memory — and what does that mean for enterprise intelligence?
  • What new cybersecurity imperatives emerge under the NIS2 Directive?
  • Is Agentic AI classified as “high-risk” under the EU AI Act, and how should leaders respond?
  • How can autonomous systems be audited, governed, and trusted at scale?
  • What happens when agents overuse or mismanage enterprise data?

Whether you’re designing AI governance structures, leading cultural transformation, or preparing your enterprise for regulatory scrutiny, this guide offers clarity and foresight. It equips leaders to not just adapt to the agentic era, but to lead it.

Business Transformation World Summit 2027 Information

Infographic | Operational Excellence & Continuous Improvement Summit - Building intelligent value streams

Infographic | Operational Excellence & Continuous Improvement Summit - Building intelligent value streams

Work still operates in functional silos, so why are you expecting enterprise-wide operating model transformation?

As organizations move beyond task automation, combining the power of AI with proven OPEX methods is essential to drive ground-breaking efficiency.

This exclusive program guide brings together insights from operational excellence executives, including: 

  • Lutfur Rabbani, Vice President, Operational Excellence & AI Transformation, Experian
  • Anu Pujji, Principal for Global Strategic Programs & Operational Excellence, Amazon
  • Justin Webb, SVP of Operational Excellence and Strategic Initiatives, 24 Hour Home Care
  • Michael Dove, Vice President Enterprise Process Excellence, Velera

Together, they explore what it takes to build intelligent value streams end-to-end and deliver tangible business value

Download to discover more about:

  • Shifting from functional silos to true horizontal ownership of end-to-end processes
  • Empowering Global Process Owners (GPOs) with cross-business decision rights
  • Moving beyond isolated AI use cases to redesigning entire value chains
  • Leveraging process intelligence tools to champion a culture of continuous improvement

Isolated pilots only result in limited productivity improvements. Make sure you are unlocking gains that actually show up in the P&L. Download the program guide to see how leaders are doing it, and benchmark your own strategy.

Infographic | Agentic AI Transformation Summit - Scaling AI into core operations

Infographic | Agentic AI Transformation Summit - Scaling AI into core operations

AI investments demand measurable business value, so why are you still stuck in pilot paralysis?

As economic pressures intensify, isolated experiments are no longer enough to scale resilient, production-ready AI systems without disrupting core operations. This exclusive program guide brings together insights from digital transformation executives, including:

  • Aaron Washburn, Executive Director, Business Transformation, CME Group
  • Saurabh Pitkar, Director Product Management, Agentic Commerce, Dell Technologies
  • Rav Gupta, Head of Global Digital Patient Services, Takeda
  • Dr John Almasan, Chief AI, Data, & Infra Officer, SVP, Banner Health

Together, they explore what it takes to move beyond experimentation and embed agentic AI into core operations.

Download to discover more about:

  • Why AI initiatives stall and how to move from proof of concept to enterprise-wide impact
  • Architecting the technical foundations and team structures to operationalize AI at scale
  • Reimagining business processes with LLMs, agentic workflows, and process mining
  • Redesigning teams and governance to thrive in an AI-enabled future

The next AI program won't be the last. Make sure you are building an organization ready for continuous change. Download the program guide to see how leaders are doing it, and benchmark your own strategy.

Infographic | Change & Transformation Summit - Leading cultural change through disruption

Infographic | Change & Transformation Summit - Leading cultural change through disruption

The future operating model hasn't been defined yet, so who is charting the course for your enterprise?

With agentic AI reshaping work and boards demanding measurable ROI, fragmented transformation portfolios are no longer sustainable. This exclusive program guide brings together insights from leading executives, including:

  • Jacques McGregor, Vice President, Digital Transformation, Marathon Petroleum
  • Craig Carrington, Chief Transformation Officer, Ford Credit
  • Matt Morgan, Chief Operating Officer, EisnerAmper
  • Jennifer Dorre, Senior Vice President Business Transformation, KnitWell Group

Together, they explore what it takes to close the execution gap and drive real operational outcomes.

Download to discover more about:

  • Reinventing the future operating model through cross-functional organizational design
  • Building rigor in transformation governance to ensure tangible outcomes
  • Positioning AI as a strategic enabler to manage enterprise-wide change
  • Connecting strategy, technology, data, and people teams seamlessly

Transformation can be the loneliest seat in the building. Make sure you are equipped to lead the change. Download the program guide to see how leaders navigating this shift are doing it, and benchmark your own strategy.

The Business Case for BTWS 2027: Solving AI & Transformation Challenges

The Business Case for BTWS 2027: Solving AI & Transformation Challenges

Transformation and AI leaders are under intense pressure to deliver greater value, faster execution, and measurable returns. While securing budget can be challenging, the cost of a delayed transformation program, a failed AI deployment, or an unsuccessful technology investment far exceeds the price of a conference ticket.

BTWS 2027 brings together the organizations already achieving tangible outcomes so you can learn directly from their success and avoid expensive trial-and-error. Download our Delegate ROI Guide to help build your CFO approval pitch and discover how attending will help you overcome your biggest operational hurdles.

What you will find inside the guide:

  • Proof of ROI: See real-world metrics, including how Experian delivered a 74% CAGR productivity impact and how Apollo generated over $195 million in EBITDA savings Overcoming
  • Pilot Paralysis: Find targeted sessions designed to help you scale AI across the business and transition from isolated experiments to real enterprise value.
  • Demonstrating Business Value: Uncover frameworks for AI storytelling, business case development, and designing value-backed AI portfolios.
  • The CFO Business Case: A clear justification proving that a single idea that accelerates execution or avoids an investment mistake generates returns far exceeding the cost of participation.

Download the guide now to build your business case and join 450+ transformation leaders in Orlando this January.

Infographic | Value Creation for Private Equity - Driving measurable EBITDA impact

Infographic | Value Creation for Private Equity - Driving measurable EBITDA impact

Pressure is mounting to deliver measurable EBITDA growth, so why are you relying on outdated value creation plans?

As the investment landscape shifts, bringing together Operating Partners and portfolio company C-suite leaders is essential to bridge the gap between strategy and execution. This exclusive program guide brings together insights from leading private equity executives, including:

  • Carletta Ooton, Operating Partner, Head of Responsible & Sustainable Operations, Apollo
  • Ariel Garcia, Partner, OceanSound Partners
  • Steve Rooks, Managing Director, Value Creation, Portfolio Solutions, Ontario Teacher's Pension Plan 
  • Marc Jourlait, Operating Partner, Riverside Value Fund, The Riverside Company

Together, they explore what it takes to unlock field-tested playbooks and prioritize the levers that truly drive EBITDA growth.

Download to discover more about:

  • Focusing on high-impact growth, AI, and transformation levers to improve equity value
  • Prioritizing value creation efforts across procurement, M&A, and commercial execution
  • Identifying hidden value through comprehensive commercial and operational due diligence
  • Transforming operating models and governance structures for an AI-enabled future

A successful value-creation plan isn't about doing everything. Make sure your leadership attention flows to the levers that actually move equity value. Download the program guide to see how leaders are doing it, and benchmark your own strategy.

An Easy Guide to the OPEX & Continuous Improvement Transformation Case Studies

An Easy Guide to the OPEX & Continuous Improvement Transformation Case Studies

A major highlight of the event is the depth of case studies being shared by companies, including Marathon Petroleum, Experian,  24 Hour Home Care, BeOne Medicines, PenFed Credit Union and more. Case studies offer a rare window into how peers navigate similar challenges, translating real‑world execution into insights you can apply straight away and are not to be missed. Download our easy guide today to view all of the OPEX & Continuous Improvement case studies taking place at the Business Transformation World Summit.

An Easy Guide to the Agentic Transformation Case Studies

An Easy Guide to the Agentic Transformation Case Studies

A major highlight of the event is the depth of case studies being shared by companies, including Pfizer, CME Group, William Jessup University, Cencora and more. Case studies offer a rare window into how peers navigate similar challenges, translating real‑world execution into insights you can apply straight away and are not to be missed. Download our easy guide today to view all of the Agentic Transformation case studies taking place at the Business Transformation World Summit.

An Easy Guide to the Change & Transformation Case Studies

An Easy Guide to the Change & Transformation Case Studies

A major highlight of the event is the depth of case studies being shared by companies, including JMMB, Edward Jones, Old National Bank, Southern Glazer's Wine & Spirits and more. Case studies offer a rare window into how peers navigate similar challenges, translating real‑world execution into insights you can apply straight away and are not to be missed. Download our easy guide today to view all of the Change & Transformation case studies taking place at the Business Transformation World Summit.

The 2026 Post Show Report

The 2026 Post Show Report

Explore the Post-Show Report for Business Transformation World Summit 2026!

In this report, you will discover:

  • Our audience overview, including region breakdowns and who attended
  • Key themes and takeaways from the event
  • Standout sessions
  • Exclusive insights from our CTO Boardroom
  • Attendee testimonials

Thank you to everyone who joined us on-site and we hope to see you in 2027!

Testimonials | MAKE IT NON-NEGOTIABLE: Why BTWS Is the One Event You Should Block Your Calendar For

Testimonials | MAKE IT NON-NEGOTIABLE: Why BTWS Is the One Event You Should Block Your Calendar For

As a transformation leader, you’re under constant pressure to deliver change, keep people engaged, and stay ahead of AI — all while the clock never stops. That’s exactly why some of the most senior leaders in the world choose to step away from their day-to-day and join the Business Transformation World Summit. From organizations such as Edward Jones, EO.N, Lean Focus, Siemens Gamesa Renewable Energy, Personify Health, and the Medical University of South Carolina, our advisory board shares why BTWS is a non-negotiable when it comes to their calendar.

In this exclusive infographic, the BTWS Advisory Board shares why the Summit is so valuable to them — not just for their organizations, but for their own careers and growth as leaders.

When you download, you’ll learn:

  • Why global executives see BTWS as the best place to recharge, reflect, and challenge their own thinking.
  • How Advisory Board members use the Summit to benchmark, network, and gain actionable insights they can use immediately.
  • Why leaders value BTWS as the community where the messy, real side of transformation gets talked about openly.

Download now to hear why your peers — with the same pressures and challenges as you — are making BTWS their must-attend event.

The 2027 BTWS Attendee List

The 2027 BTWS Attendee List

The renowned 28th Annual Business Transformation World Summit will take place from the 25-27th January 2027. Are you interested in seeing who will be joining us in 2027 for valuable learning and networking? Unlock our sample attendee list here.

Bringing together a global audience of over 650 attendees from 330 companies, the Business Transformation World Summit defies the traditional constraints of other transformation conferences. Here, we bring together Transformation and AI leaders for breakthrough case studies, not heard anywhere else, within 5 Summits, in 3 Days, under 1 landmark event.

The 2027 event is already shaping to be the most impactful yet & you won't want to miss it!

Transformation Trailblazers: The Interviews

Interview | From Overwhelm to Impact: How to Lead Agentic AI Transformation That Actually Works

Interview | From Overwhelm to Impact: How to Lead Agentic AI Transformation That Actually Works

Every transformation leader is asking the same question right now: How do we make AI meaningful and not just another experiment? Success in this new era isn’t about chasing the latest model or platform. It’s about leading with purpose, aligning your teams, and embedding AI that drives measurable impact.

In this exclusive interview, Kartick Kalaimani, Vice President, Dentsu, shares hard-won lessons on how to bring clarity, trust, and confidence to AI-led transformation. His insights cut through the noise by helping you lead your organization through uncertainty and toward intelligent and responsible growth.

What you’ll gain when you download:

  • A roadmap for purpose-led AI adoption: Knowing where to start and what to stop doing, so that every AI initiative aligns directly with your organization’s most meaningful business outcomes.
  • A governance model that accelerates, not restricts, innovation: Learn how to embed transparency, ethics, and accountability into your AI frameworks, creating systems that drive trust while empowering your teams to move faster and scale responsibly.
  • A practical blueprint for enterprise-wide AI literacy: Discover how to build confidence and engagement across every level of your organization, transforming fear into curiosity and resistance into readiness.

Download now and discover how today’s most forward-thinking leaders are shaping transformation in the Agentic Age, before it shapes them.

Interview | Momentum over Perfection: How The Clorox Company is Embedding Transformation in Culture, Systems, and People

Interview | Momentum over Perfection: How The Clorox Company is Embedding Transformation in Culture, Systems, and People

Transformation isn’t a one-off initiative; it’s a continuous leadership mandate. Yet for many organizations, translating strategy into execution remains the hardest challenge.

In this exclusive interview, Jon Nichols, Associate Director, Business Planning Center of Excellence, The Clorox Company, shares hard-earned insights on overcoming change fatigue, embedding AI into business processes, and creating a culture of continuous learning across the organization.

If you’re responsible for driving enterprise-wide change, this is a must-read conversation that shows how to turn transformation into a capability, not just a project.

Download this interview and discover:

  • How to overcome data, technology, and cultural barriers that stall transformation.
  • Practical strategies to sustain momentum, build trust, and reduce resistance.
  • Ways to bridge the skills gap between technical experts and transformation leaders.

Download the full interview today, learn how the team at Clorox is celebrating small wins to empower teammates as co-creators of change. Jon offers a practical, people-centric roadmap for leaders determined to keep momentum alive and scale impact.

Interview | Making Agentic AI Work for You: Practical Lessons on Strategy, Governance, and Culture

Interview | Making Agentic AI Work for You: Practical Lessons on Strategy, Governance, and Culture

Every leader today faces the same challenge: AI is moving fast, but making it deliver real value inside your business is harder than it looks. The pressure to “do something with AI” is relentless, yet too often initiatives stall, misfire, or never make it past pilots.

That’s why this interview matters for you. Eran Nevo, Senior Director of Data & AI at Teva Pharmaceuticals, shares lessons you can apply right now, so you avoid wasted effort and focus on what creates competitive advantage.

Download this interview to discover how to:

  • Prioritize the AI opportunities that actually move the needle for your business.
  • Build governance that empowers innovation while protecting against risk.
  • Create a culture where employees see AI as useful, safe, and relevant to their role.

This isn’t theory. These are insights you can act on today to lead your organization with confidence into the Agentic Age.

Interview | Transformation that Acts: Crystal Broj on the Next Era of Human-Machine Collaboration

Interview | Transformation that Acts: Crystal Broj on the Next Era of Human-Machine Collaboration

In the age of Agentic AI, transformation is no longer about passive analysis — it’s about action, ecosystems, and human-machine collaboration at scale. In this exclusive interview, Crystal Broj, Enterprise Chief Digital Transformation Officer, Medical University of South Carolina, shares how she’s leading real-time, AI-enabled change across operations and patient care — and why the future of transformation lies in cross-functional thinking and purpose-driven design.

Download the full interview to learn:

  • How Agentic AI is enabling systems that not only suggest but initiate and execute actions — from patient access to revenue cycle transformation
  • Why building ecosystems of tools (not siloed tech) is reshaping organizational models and leadership roles
  • What it really means to elevate the human experience in a machine-powered world

Crystal makes it clear: the true value of transformation isn't speed — it's intentionality, alignment, and impact. This is a must-read for transformation leaders navigating the crossroads of AI and organizational change.

Interview | “Advisors and AI Together Create a New Kind of Intelligence”: Edward Jones' Bold Vision for Future Transformation

Interview | “Advisors and AI Together Create a New Kind of Intelligence”: Edward Jones' Bold Vision for Future Transformation

In the agentic age, where AI is reshaping every industry, Kristin Johnson, Chief Operating Officer, Edward Jones, is clear: transformation must blend cutting-edge technology with human wisdom.

From launching high-impact solutions for high-net-worth clients to designing a resilient transformation model grounded in purpose, Johnson shares how Edward Jones is delivering results and relationships through what she calls AI+AI (Advisor Intelligence + Artificial Intelligence).

With insights into aligning grassroots energy with strategic direction, she reveals how long-term planning is evolving and why people-first leadership is more crucial than ever.

Download to learn more about:

  • How AI and human insight can work together—not compete—to create better client outcomes
  • What it takes to move large transformation projects from pilot to business-as-usual
  • How to hold focus on your North Star in an era of agility, volatility, and change
  • Why listening to your clients is only half the equation—and what it takes to act on insight
  • How to embed ownership, momentum, and accountability across a large organization

With initiatives tied directly to stakeholder readiness and a transformation model that puts people first, Johnson is showing how large, legacy firms can transform boldly, without losing what makes them human.

Interview | Strategic Courage and Clarity: Why Transformation Needs to Start with the Right ‘Why’

Interview | Strategic Courage and Clarity: Why Transformation Needs to Start with the Right ‘Why’

For Christopher Paquette, Chief Transformation Officer, Personify Health, transformation is not about incremental evolution; it’s about intentionally reinventing the business to pursue new value, new markets, and a clearer ‘why’.

In this pragmatic and provocative interview, Christopher outlines how to balance agentic AI with human leadership, track ROI through the lens of digital workers, and cascade transformation from boardroom to frontline through focused OKRs and cultural clarity.

Download this interview to learn more about:

  • AI + Human Leadership: Why strong leadership and creative thinking are essential to guide AI adoption and unlock true strategic value.
  • Accountability and Ownership: How cascading OKRs, aligned incentives, and leadership role-modeling drive buy-in across the business.
  • Customer-Led Transformation: Why understanding the customer’s ‘why’ is the foundation of strategy, and how to translate it into commercial outcomes.

From low-code enablement to customer-led strategy, this is a conversation for transformation leaders who aren’t chasing buzzwords but are committed to leading change with purpose, precision, and people-first intelligence.

Business Transformation Awards

Showcase | Award-Winning Excellence: Real Results from the BTWS 2026 Awards

Showcase | Award-Winning Excellence: Real Results from the BTWS 2026 Awards

Go behind the scenes of the BTWS 2026 Impact Awards and uncover the projects, insights and expert advice defining transformation excellence.

Did you know one of our 2026 award winners achieved over $295 million in combined cost savings and cost avoidance?

The Business Transformation World Summit Impact Awards recognize the organizations delivering the most innovative, measurable and impactful transformation programs across operational excellence, AI, strategy, process improvement and change.

Whether you're planning to apply or simply want to benchmark your own transformation journey, this exclusive showcase provides practical insights from the organizations and leaders setting the standard.

Inside this exclusive resource, you'll discover:

  • Exclusive interviews with BTWS Awards judges: Carolyn Lum, Retired Vice President, Operational Excellence, Philip Morris International, and Victoria Săplăcan, Head of Global Business Transformation, E.ON, sharing what separates good applications from award-winning ones.
  • Real-world case studies from our 2026 winners: The Bank of Missouri, Independent Electricity System Operator (IESO), Medical University of South Carolina, Blue Cross Blue Shield of Michigan and Bristol Myers Squibb.
  • Everything you need to know about entering the BTWS Impact Awards: Application guidance, FAQs, key deadlines and practical tips for creating a standout submission.

Download your exclusive copy today to explore exclusive judge insights, proven enterprise case studies and practical guidance that could help shape your next transformation success story, or your next award-winning application.

The Business Transformation World Summit Awards Guidelines

The Business Transformation World Summit Awards Guidelines

For years, the annual global Business Transformation Awards has recognized and celebrated those who have spearheaded superior operational excellence and business transformation initiatives within their organizations.

We are now accepting applications for The Business Transformation Awards 2027!

Download the guidelines to learn more about:

  • 2027 key dates & award categories
  • How to apply
  • Meet our esteemed judging panel