An

Event

Plans Uncorked

Make your Forrester B2B Summit week count twice—elevate your planning approach
through fresh perspectives, meaningful connections, and bold insights.
All marketing professionals welcome.

MARCH 31 – APRIL 2, 2025

MANCUSO’S RESTAURANT | PHOENIX, AZ

Make plans with us

Pick your perfect flight

Engaging panels

Real conversations with
marketing leaders about
solving planning
challenges.

Live MOps Huddle

Meet Darrell Alfonso and
your marketing ops peers
for the first ever in-person
session.

Free headshots

Get a new, professional
headshot for your LinkedIn
profile.

Savor local flavors

Leave the stale convention
center pastries for
something tastier.

Swag you really want

Mementos from
Lululemon, Callaway, and
LARQ that deserve space
in your suitcase.

Open bar

Please don’t make us
regret this.

Drop in for a single session that catches your eye or immerse yourself fully across
all three days—this marketing flight is best enjoyed at your own pace.

March 31

2pm

– 4:30pm

Dynamic Marketing Planning Certification Workshop  

Stop drowning in spreadsheets and start building marketing plans that actually drive revenue. This 2.5-hour workshop led by Inverta’s strategic consulting team is designed for Demand Generation and Marketing Ops leaders currently working in a complex, enterprise environment.

Limited spots remaining.

4:30pm

– 9pm

Happy hour 🍷🍕

Happy hour 

April 1

8am

– 12pm

Morning open house ☕ 

Stop in for a complimentary breakfast or network with your peers away from the crowded showroom floor.

 

12pm

– 12:30pm

Lunch 🍕

12:30pm

– 2pm

Panel | The Modern CMO’s Secret Planning Weapon

Marketing ops aren’t just number crunchers in spreadsheets. They’re the secret weapon every CMO needs but might not realize they can lean on.

In this panel, we’ll explore how these behind-the-scenes strategists help marketing leaders build plans that actually move the needle on business goals.

Panelists:

Allysa Veigel, Sr. Campaigns Center of Excellence Manager, Planning & Operations, Workday
Tim Doolittle, Sr. Director Marketing Operations, Appfolio

2pm

– 3pm

Professional headshots

3pm

– 5pm

Panel | Marketing & Finance: The Revenue Power Couple 

When marketing and finance stop seeing each other as obstacles and start working as partners, they become the power couple driving your company’s growth story forward. Like any great love story, it starts with communication and trust.

In this panel, we’ll talk about how to build lasting alignment between the two departments.

Panelists:

Chloe Tambe, Chief of Staff to the CMO, HubSpot
Jon Pipas, Senior Director, Marketing Strategy and Insights, Confluent

5pm

– 10pm

The Uncorked Experience Dinner Party 🍾

Real connections happen after hours. Join industry peers for dinner, drinks, and conversations.

Full dinner and drinks provided.

5pm

– 7pm

Professional headshots

April 2

8am

– 12:15pm

Morning open house ☕ 

Stop in for a complimentary breakfast or network with your peers away from the crowded showroom floor.

12:15pm

– 12:45pm

Marketing Operations Lunch

Marketing Operations Lunch 

12:45pm

– 2:15pm

Live MOps Huddle with Darrell Alfonso | Adapting to Change: The Top Marketing Ops Priorities for the Future

Marketing ops professionals are at the forefront of driving efficiency, innovation, and cross-functional alignment in today’s rapidly evolving landscape. To stay ahead, they must focus on the right priorities—balancing innovation with operational excellence while adapting to changing technologies and strategies.

A panel of experts break down the top priorities shaping the future of marketing ops, including:

  • AI and automation: what’s real and what’s just hype
  • Go-to-market (GTM) execution: aligning marketing ops for impact
  • Cross-functional collaboration: bridging the gap between teams
  • Leadership in marketing ops: navigating change and proving business value

Panelists:

Amanda Shelly, Global Marketing Operations Leader at Rockwell Automation
Lauren Hewlett, Marketing Operations Manager at GE Vernova
Jessica Hreha, Director, AI Transformation Office at Jasper

2:15pm

– 4:30pm

Professional headshots

4:30pm

– 7:30pm

Happy hour 🍷 🧀

Your all-access pass

Hop between Plans Uncorked and Forrester Summit across the street. Skipping Forrester but in Phoenix? Join us at Plans Uncorked!

Stop by Mancuso’s (bring your ID or Forrester badge) to pick up your VIP sticker for easy in-and-out access during the event.

Event info

Email events@uptempo.io

Join us in Phoenix

Our venue

Mancuso’s Restaurant

201 E Washington St Suite 201

Phoenix, AZ 85004

Conveniently located steps away from
the Phoenix Convention Center.

About your hosts

Uptempo connects marketing plans, budgets, and
performance in one unified platform for enterprise teams.