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Bentley Strategy Workshop

Executive & Board Workshops

Bring your leadership team along. Build alignment and urgency around customer-centric growth, marketing technology, and AI.

Most marketing transformations don’t stall on a technology choice or a budget number. They stall because the people who need to support the work, the CEO, the CFO, the CTO, the board, were never brought into the case for change. A focused working session, designed and facilitated by someone who’s sat in the operator seat, closes that gap faster than weeks of one-on-one conversations. It puts the right questions in the room, surfaces real disagreements, and gives your team a shared framework to make decisions against once the workshop ends.

Three workshop formats

Each format is designed for a different audience and decision. All are interactive working sessions, not presentations. Each can be delivered as a half-day or full-day, depending on the depth needed.

1

Executive leadership team alignment

A working session for the CMO and cross-functional peers (sales, IT, finance, the CEO). Build a shared understanding of what marketing must deliver, where the friction is, and how the executive team will support the work.

2

Board education

A session for the board on customer-centric growth, marketing technology, and AI. Cut through the noise, ground the conversation in real economics, and equip directors to ask the right questions of the management team.

3

Marketing leadership offsite

A session for the marketing leadership team to align on customer strategy, prioritize the next 12 months of investment, and surface the operating model changes the strategy will require.

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