[Fireside Chat] Key Learnings from the Insight CxO Client Advisory Council ​Watch the Video Below ↓

Fortune 500 company Insight launched its CxO Client Advisory Council in June 2021. They successfully recruited a strong roster of CIOs and technology leaders from a broad range of industries. They have since maintained a cadence of quarterly virtual meetings. Insight recently held their first in-person Council meeting.

The CxO Council provides a platform for industry thought leaders to explore innovative IT solutions. Council members discuss industry trends and opportunities and how to overcome shared challenges. Through the Council, Insight is deepening client relationships. The Council’s valuable perspectives help ensure alignment with clients’ future business needs. Council members appreciate connecting with their peers and Insight’s executive leadership team.

This fireside chat features guest speakers from Insight, Gary Richards and Megan Amdahl. Gary and Megan are co-executive sponsors of the CxO Council.

Gary and Megan talked about the value of the CxO Council and key learnings from the year. And what they’ll do differently moving forward.

Speakers:

  • Gary Richards, Senior Vice President-Client Experience and Operations, Insight
  • Megan Amdahl, Senior Vice President-Partner Alliances & North America Transformation, Insight
  • Nancy Trachtenbarg, Senior Consultant and Facilitator, Ignite Advisory Group

Fireside Chat Content:
[01:55] Welcome, Housekeeping
[02:33] About Ignite, Poll (What is the status of your CAB program?)
[04:43] Speaker introductions
[06:01] About Insight
[07:16] About the Insight CxO Client Advisory Council
[09:55] Overall key learnings from the CxO Council
[11:58] How did Insight’s first in-person CxO Council meeting go?
[15:19] Key benefits for Insight and clients from the CxO Council
[18:13] Insight team dedicated to this initiative
[19:12] How to ensure the CxO Council is successful (and the importance of client interviews)
[20:47] The 2:1 ratio. Who from Insight joins Council meetings? And who doesn’t?
[23:42] Comments on outside speakers at advisory council meetings
[24:21] Supporting virtual option for in-person meetings (hybrid meetings)
[28:13] Do you ask the members who they want to hear from at Insight?
[29:12] How are the insights from the Council meeting shared back to other Insight executives?
[30:34] Comments on meeting formats and agendas
[32:02] Benefit of the CxO Council – Client references and video testimonials
[34:02] How Insight communicates with Council members post-meeting and in between Council meetings
[35:30] Are Council meeting discussions recorded?
[36:00] What are you going to do differently going forward based on the learnings so far?
[38:40] Breakout sessions – what specific types of breakouts worked well? Do you split breakouts by vertical?
[44:26] What advice do you have for others launching an advisory council in the coming year?
[46:36] CAB resources and close of the fireside chat