Aligning Intelligence,Innovation & Impact in the AI Era

Aligning Intelligence, Innovation & Impact in the AI Era

April 14-15, 2025 | In-Person
Rancho Bernardo Inn, San Diego, CA

Flatfile Exec Summit
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A message from our CEO:

A common misconception is spreading in enterprise AI adoption: that we can solve today's challenges with yesterday's playbooks. We're bringing together a select group of leaders who recognize the need for a new approach.

Most organizations treat AI implementation as a technology problem, but this misses a fundamental reality: for the first time, businesses must integrate AI as a true collaborator, not just another tool. This isn't about better software—it's about reimagining how businesses operate and make decisions.

That's why we're convening Axis 2025, an invite-only forum for industry leaders who understand what's at stake. Success in the AI era depends on strong networks and frameworks that help us leverage imperfect AI safely and effectively—just as we've done with human talent for centuries.

Join us for our first exclusive executive summit at the stunning and serene Rancho Bernardo Inn in San Diego, California. The future of enterprise AI isn't written yet, but its authors will be in this room.

Hope to see you there,

CEO Signature

David Boskovic, Chief Executive Officer

Agenda

Aligning Intelligence, Innovation & Impact in the AI Era

Arrival

Sunday, April 13th

  • Welcome Reception & Dinner

    6:00pm9:00pm

Day 01

Monday, April 14th

  • Breakfast

    7:45am8:30am

  • Executive Welcome

    8:30am9:00am

  • AI for Services: Evolution or Revolution - Keynote

    9:00am9:35am

  • Break

    9:35am9:50am

  • AI-First Service Stack: Revolutionizing Customer Engagement - Panel

    9:50am10:25am

  • Reducing Churn in AI Adoption - Round Table

    10:30am11:15am

  • Break

    11:15am11:25am

  • The 10x Employee: How AI-enabled Cultures Create Exponential Leverage for the Most Talented Individuals - Panel

    11:25am12:00pm

  • Lunch Break

    12:00pm13:00pm

  • The New Era of Work: Adapting to the Rise of Intelligence Systems - Panel

    13:00pm13:40pm

  • How Existing Roles Change as Cognitive Labor Shifts to Intelligence Systems - Round Table

    13:45pm14:30pm

  • Break

    14:30pm15:00pm

  • Activity

    15:00pm17:00pm

  • Cocktail Reception & Dinner

    18:00pm20:30pm

  • Casino Night

    20:30pm

Day 02

Tuesday, April 15th

  • Breakfast

    7:45am8:30am

  • Modern Customer Onboarding: How to Uplevel Your Customer Experience with AI - Panel

    8:30am9:05am

  • Break

    9:05am9:15am

  • Navigation the Hype Cycle to Create Durable Value with AI - Panel

    9:15am9:50am

  • Break

    9:50am10:10am

  • Making AI Work: Turning Potential into Practical Impact - Round Table

    10:15am11:05am

  • Zero Trust AI / Policy & Governance - Session

    11:10am11:45am

  • Lunch Break

    11:40am12:45pm

  • Building, Training, and Managing an Agent Workforce - Keynote

    12:45pm13:25pm

  • AI Across the Org Chart: How Every Job Level is Adapting to Change - Round Table

    13:30pm14:15pm

  • The Future: How to Lead, Innovate and Thrive in the Age of Intelligent Technology - Keynote

    14:15pm14:45pm

  • Break

    14:45pm15:00pm

  • Activity

    15:00pm17:30pm

  • Farewell Cocktail Reception & Dinner

    18:00pm20:00pm

Depart

Wednesday, April 16th

  • Breakfast

    7:30am9:30am

Topics & Talk Tracks

Where ideas
meet conversation

AI Policy & Governance

Zero trust AI

AI-First Service Stack

Modern Customer Onboarding: Uplevel Your Customer Experience with AI

Reducing Churn in AI Adoption

How existing roles change as cognitive labor shifts to intelligence systems

Building, Training, and Managing an Agent Workforce

Aligned AI: Reducing hallucinations and training agents to think like you

Navigating the hype cycle to create durable value with AI

Optimize onboarding efficiency and elevate customer satisfaction

Speakers

Axis 25 Announced Speakers

  • Maryam Norouzi

    Maryam Norouzi

    Advisor / Co-founder, KMG Alliance Inc.


    Maryam is a seasoned technology executive and strategic advisor, previously at Twilio and Salesforce, with a track record of scaling and optimizing tech services organizations. She has held leadership roles at Twilio, Salesforce, and Appirio, driving global growth, service excellence, and industry partnerships.

  • David Boskovic

    David Boskovic

    Founder / CEO, Flatfile


    David Boskovic is Founder and CEO of Flatfile, where he leads the mission to streamline the data migration process. With over a decade of experience in software engineering and platform development, David is passionate about building innovative solutions.

  • Lori Asburry

    Lori Asburry

    Director Client Services, Smartsheet


    Lori Asburry is a seasoned leader with over 20 years of experience building customer-focused global teams and driving business transformation. As Director of Client Services at Smartsheet, she leads Services Sales for the Professional Services team, combining technology, human-centered service delivery, and AI to enhance efficiency, customer satisfaction, and meaningful human connections.

  • Jon Bell

    Jon Bell

    VP Product, Flatfile


    Jon is the VP of Product at Flatfile, where he leads design, product, and engineering building intelligent systems for transforming enterprise data workflows. A multi-time founder, he has also held leadership roles at Netflix, Mailchimp and Udacity, with a career spanning product, design, and marketing.

  • Shanna Birky

    Shanna Birky

    VP Customer Experience, GoFundMe


    Shanna Birky, VP of Nonprofit Customer Experience at GoFundMe, has spent 15 years advancing nonprofit success through customer success, product, and research. She now leads efforts to equip nonprofit partners with the tools, insights, and support needed to maximize their impact within the GoFundMe ecosystem, contributing to GoFundMe’s facilitation of over $30 billion in giving.

  • Eric Crane

    Eric Crane

    Co-Founder / COO, Flatfile


    Eric Crane, Co-Founder and COO of Flatfile, has over a decade of experience in enterprise software, startups, and scaling businesses. He co-founded Flatfile with David Boskovic to tackle the challenge of human-in-the-loop data transactions.

  • Lori Williams

    Lori Williams

    CEO, Caylent


    Lori Williams is the CEO of Caylent, a leading AWS partner specializing in AI services, with deep expertise in scaling high-growth technology companies. Previously, she held executive roles at Appirio, Gigster, and Traction on Demand, leading to its acquisition by Salesforce, after starting her career at Lotus and IBM.

  • Silas Garrison

    Silas Garrison

    CEO, HS GovTech


    Silas Garrison is a self-taught software engineer and entrepreneur with a focus on govtech. After selling his first startup in 2015, he sold HS GovTech to Banneker Partners in 2023 and continues to lead the company as CEO, serving nearly 1,000 local regulatory agencies across the U.S. and Canada.

  • Becca Weiss

    Becca Weiss

    VP Customer Success, Flatfile


    Becca Weiss is the VP of Customer Success at Flatfile, where she leads initiatives to enhance customer experiences with radical support. Before joining Flatfile, she held leadership roles at Twilio and SendGrid, focusing on customer onboarding and managed services.

  • Lindsay Haun

    Lindsay Haun

    Vice President Managed Support Operations, Netrix Global


    Lindsay Haun is what you’d get if you crossed a customer support powerhouse with a connoisseur of pop culture. With a career spent mastering the art of people and technology management, Lindsay has honed her skills in building operational excellence into every corner of her work. Lindsay takes great pride in breaking the executive mold, leading with heart, humor, and a people-first mindset that proves you don’t need a collared shirt to build something extraordinary.

  • More Coming Soon

What You'll Learn

We'll bring the best
minds together to discuss:

Building Smarter Workforces

Training and managing a blended workforce (humans + AI)

Mastering AI Strategy

Gain insights into AI policy, governance and the evolving economics of service to create durable, long-term value

Navigating AI Challenges

Tackling adoption hurdles, reducing AI churn and aligning systems to drive impact

Enhancing Customer Experiences

Redefining the customer journey by shifting from "self-service" to agent-led service

FAQ

You have questions
& we've got answers


This event is designed for business leaders who are at the forefront of AI adoption and innovation. The conversations we’ll be having will not be surface level or the same ones you’ve heard a hundred times. We’ll be looking at AI through the lens of its impact on the workforce, developing frameworks for responsible and effective usage and discussing how to empower teams to work within this new dynamic. You should attend if you want to be in the room with other visionary leaders who are motivated to win in this new era.


There’s no cost to attend Axis 25—you are our guest! We’ll cover all food, beverages and your hotel stay for the duration of the event.


Axis 25 kicks off on the evening of Sunday, April 13th, with a welcome celebration and dinner. Monday and Tuesday will be full event days, including engaging content sessions, roundtables, activities and more. The event concludes with a farewell dinner on Tuesday, April 15th, and departures on Wednesday, April 16th.


The closest airport is San Diego International Airport (SAN), located about 30 minutes from Rancho Bernardo Inn. You can find more information about the airport here.


Reach out to us at events@flatfile.com, and we’ll be happy to help.