What Off the Record Is
The Format
The Format
The Format
Two topics anchor the day: what's actually changing across the profession, and how leaders are responding to it. Each one moves through the same arc: inhale, exhale, reset. The conversations compound. Nothing repeats.
Two topics anchor the day: what's actually changing across the profession, and how leaders are responding to it. Each one moves through the same arc: inhale, exhale, reset. The conversations compound. Nothing repeats.
Inhale
Keynote or Case Study
Keynote or Case Study
An operator walks through what's actually happening in their org: the decisions made, the tradeoffs navigated, the outcomes. Real context from someone who's been in the seat. This sets the table for everything that follows.
An operator walks through what's actually happening in their org: the decisions made, the tradeoffs navigated, the outcomes. Real context from someone who's been in the seat. This sets the table for everything that follows.
Exhale
Small Group Roundtables
Small Group Roundtables
The room breaks into small groups to work through the topic from your own vantage point. Facilitated, not scripted. You bring the experience. The group brings the perspective. This is where the real work happens.
The room breaks into small groups to work through the topic from your own vantage point. Facilitated, not scripted. You bring the experience. The group brings the perspective. This is where the real work happens.
RESET
Full Room Synthesis
Full Room Synthesis
Everyone reconvenes. What landed, what shifted, what you're taking back. The room closes each half together so nothing stays siloed.
Everyone reconvenes. What landed, what shifted, what you're taking back. The room closes each half together so nothing stays siloed.
The Standard In This Room
Peer Level
Everyone here is operating at the same level. Same scope, same unsolved problems, same conversations with the CRO and exec team.
No Noise
No vendor presentations. No sales agendas. Every attendee is vetted. Every seat is earned.
Off the Record
Chatham House rules. The insights travel. The specifics stay in the room.
All so you can finally have the conversation that only happens in a room like this.
The Standard In This Room
Peer Level
Everyone here is operating at the same level. Same scope, same unsolved problems, same conversations with the CRO and exec team.
No Noise
No vendor presentations. No sales agendas. Every attendee is vetted. Every seat is earned.
Off the Record
Chatham House rules. The insights travel. The specifics stay in the room.
All so you can finally have the conversation that only happens in a room like this.
The Standard In This Room
Peer Level
Everyone here is operating at the same level. Same scope, same unsolved problems, same conversations with the CRO and exec team.
No Noise
No vendor presentations. No sales agendas. Every attendee is vetted. Every seat is earned.
Off the Record
Chatham House rules. The insights travel. The specifics stay in the room.
All so you can finally have the conversation that only happens in a room like this.
Meet Our Speakers
Global Vice President, Solutions Engineering at Dynatrace
Explore the Agenda
Tuesday – April 14, 2026
Wednesday – April 15, 2026
Meeting The Moment
08:00 AM - 09:00 AM
Arrival & Executive Breakfast
09:00 AM - 09:15 AM
Opening Remarks
09:15 AM - 10:00 AM
Keynote
The Modern Solutions Mandate
A grounded look at how the Solutions function is being redefined and what that means for how you lead.
James Kaikis
Jeff Margolese
David Maloof
10:00 AM - 10:45 AM
Panel
Leaders Living The Modern Solutions Mandate
Operators share how the expanding mandate is showing up in their orgs right now, from org design to C-suite dynamics
David Maloof
Dan OBrien
Philippe Deblois
10:45 AM - 11:30 AM
Roundtables
The Mandate in Practice
Discussion with your peers on how your mandate is changing. What's resonating, what's missing, and how it's playing out in your org.
Designing The Future
11:30 PM - 12:00 PM
Networking and Flex Time
We know work doesn't stop. Use this time to catch up, take a call, or connect.
12:00 PM - 01:00 PM
Lunch
01:15 PM - 01:35 PM
Case Study
Designing the Next-Gen Solutions Org
Walk through a recent reorg, what broke, what was built, and what the new structure is designed to do.
Joe Horsey
01:40 PM - 02:00 PM
Case Study
Adapting Your Motion to a Changing Buyer
How one team rewired their discovery, demos, and POVs when the old buying motion stopped working.
Hannah Bloking
Iftach Bashan
02:00 PM - 02:45 PM
Roundtables
Translating the Shift
Your org is shifting. Your buyer is shifting. A peer exchange on how you're navigating both.
The Executive Lens
02:45 PM - 03:05 PM
Break
03:05 PM - 03:50 PM
Fireside Chat
From the Seat to the Suite
A candid conversation about the career move from Solutions leadership into the CRO seat. What actually changes, and how to be ready for it.
Jeff Margolese
Lexi Bohonnon
03:50 PM - 04:30 PM
Closing Remarks
Where We Go From Here
What we heard, what it means, and where we go from here.
04:30 PM - 04:50 PM
Networking & Departures
Your chance to finish the conversations worth continuing.
April 14, 2026
April 15, 2026
Meeting The Moment
08:00 AM - 09:00 AM
Arrival & Executive Breakfast
09:00 AM - 09:15 AM
Opening Remarks
09:15 AM - 10:00 AM
Keynote
The Modern Solutions Mandate
A grounded look at how the Solutions function is being redefined and what that means for how you lead.
James Kaikis
Jeff Margolese
David Maloof
10:00 AM - 10:45 AM
Panel
Leaders Living The Modern Solutions Mandate
Operators share how the expanding mandate is showing up in their orgs right now, from org design to C-suite dynamics
David Maloof
Dan OBrien
Philippe Deblois
10:45 AM - 11:30 AM
Roundtables
The Mandate in Practice
Discussion with your peers on how your mandate is changing. What's resonating, what's missing, and how it's playing out in your org.
Designing The Future
11:30 PM - 12:00 PM
Networking and Flex Time
12:00 PM - 01:00 PM
Lunch
01:15 PM - 01:35 PM
Case Study
Designing the Next-Gen Solutions Org
Walk through a recent reorg, what broke, what was built, and what the new structure is designed to do.
Joe Horsey
01:40 PM - 02:00 PM
Case Study
Adapting Your Motion to a Changing Buyer
How one team rewired their discovery, demos, and POVs when the old buying motion stopped working.
Hannah Bloking
Iftach Bashan
02:00 PM - 02:45 PM
Roundtables
Translating the Shift
Your org is shifting. Your buyer is shifting. A peer exchange on how you're navigating both.
The Executive Lens
02:45 PM - 03:05 PM
Break
03:05 PM - 03:50 PM
Fireside Chat
From the Seat to the Suite
A candid conversation about the career move from Solutions leadership into the CRO seat. What actually changes, and how to be ready for it.
Jeff Margolese
Lexi Bohonnon
03:50 PM - 04:30 PM
Closing Remarks
Where We Go From Here
What we heard, what it means, and where we go from here.
04:30 PM - 04:50 PM
Networking & Departures
Your chance to finish the conversations worth continuing.
Tuesday – April 14, 2026
Wednesday – April 15, 2026
Meeting The Moment
08:00 AM - 09:00 AM
Arrival & Executive Breakfast
09:00 AM - 09:15 AM
Opening Remarks
09:15 AM - 10:00 AM
Keynote
The Modern Solutions Mandate
A grounded look at how the Solutions function is being redefined and what that means for how you lead.
James Kaikis
Jeff Margolese
David Maloof
10:00 AM - 10:45 AM
Panel
Leaders Living The Modern Solutions Mandate
Operators share how the expanding mandate is showing up in their orgs right now, from org design to C-suite dynamics
David Maloof
Dan OBrien
Philippe Deblois
10:45 AM - 11:30 AM
Roundtables
The Mandate in Practice
Discussion with your peers on how your mandate is changing. What's resonating, what's missing, and how it's playing out in your org.
Designing The Future
11:30 PM - 12:00 PM
Networking and Flex Time
We know work doesn't stop. Use this time to catch up, take a call, or connect.
12:00 PM - 01:00 PM
Lunch
01:15 PM - 01:35 PM
Case Study
Designing the Next-Gen Solutions Org
Walk through a recent reorg, what broke, what was built, and what the new structure is designed to do.
Joe Horsey
01:40 PM - 02:00 PM
Case Study
Adapting Your Motion to a Changing Buyer
How one team rewired their discovery, demos, and POVs when the old buying motion stopped working.
Hannah Bloking
Iftach Bashan
02:00 PM - 02:45 PM
Roundtables
Translating the Shift
Your org is shifting. Your buyer is shifting. A peer exchange on how you're navigating both.
The Executive Lens
02:45 PM - 03:05 PM
Break
03:05 PM - 03:50 PM
Fireside Chat
From the Seat to the Suite
A candid conversation about the career move from Solutions leadership into the CRO seat. What actually changes, and how to be ready for it.
Jeff Margolese
Lexi Bohonnon
03:50 PM - 04:30 PM
Closing Remarks
Where We Go From Here
What we heard, what it means, and where we go from here.
04:30 PM - 04:50 PM
Networking & Departures
Your chance to finish the conversations worth continuing.
How This Works
How This Works
How This Works
Off the Record is invitation-only. We review for operator caliber and organizational fit. Every seat is allocated deliberately.
Steps:
Apply
We review your application
Accepted applicants are notified starting March 13, 2026
Applications are now closed.
Address:
701 Tillery Street,
Unit 12-3095
Austin, Texas 78702
Contact Information
Copyright © 2026 SolutionExec
Back to top
Address:
701 Tillery Street,
Unit 12-3095
Austin, Texas 78702
Contact Information
Copyright © 2026 SolutionExec
Back to top
Address:
701 Tillery Street,
Unit 12-3095
Austin, Texas 78702
Contact Information
Copyright © SolutionExec
Back to top