/CXC_webpage_logo_header-3.png?width=278&height=69&name=CXC_webpage_logo_header-3.png "CXC_webpage_logo_header-3"){kind=logo}
/logo_ZM_wordmark_bloom-RGB.png){kind=logo}
In person
CxO dinners
The heavyweight. Breaking bread with a small group builds trust faster than anything else in B2B, and it converts to pipeline fastest. Best for the high-value accounts you are serious about closing.
Executive roundtable provider
Executive roundtables that book meetings.
Not just seats.
ConvergeX Connections is the executive roundtable agency B2B teams trust to put genuinely senior buyers in the room, run the conversation, and turn it into booked meetings for your sales team. Across North America, EMEA and APAC.
Trusted by marketing teams at Vimeo, Wolters Kluwer and other enterprise technology brands.
Empowering top brands with events
The problem with most vendors
Most vendors sell you a full room. We sell you a full pipeline.
You have probably been promised fifty CISOs and handed fifteen junior managers. You have watched the relationship go cold the moment the event ended, because the vendor thought their job was to fill seats.
The event was never the deliverable. Booked meetings with the right people are. That gap is the entire reason ConvergeX exists, and it is why our model puts the outcome, not the guest list, on the line.
Our guarantee
No booked meetings? We re-run the event. On us.
We are one of the only executive roundtable providers that guarantees post-event meetings on every event we deliver. If we do not, we run it again. Our pricing is built on that promise, which is why we are careful about who we say yes to.
Host your roundtableWhy our roundtables work
Three phases. Most providers only run one.
Teams obsess over the dinner itself and ignore the bookends. The bookends are where the money is. We run all three.
-
01 / Curation
The right room
We map your ideal customer profile, then use our network and high-touch, multi-channel outreach to fill the table with genuinely senior buyers. Not a volume blast to four thousand contacts. The right forty people, reached in a way that earns the yes.
-
02 / Conversation
The right room, working
A skilled, neutral moderator keeps the discussion candid and balanced, runs it under a Chatham House understanding, and keeps the host out of pitch mode. Peer-led, never vendor-led. The moment a slide deck appears, the trust evaporates.
-
03 / Continuation
Where the deals happen
The conversation is the start, not the finish. We build the post-event motion that turns a great evening into real meetings: the recap, the personalised follow-up, and a clean handoff to your sales team. This is the work most vendors skip.
Our process
You strategise. We design and deliver.
Our process is our code. Here is how an executive roundtable comes together with us.
01
Understand your audience
We run a strategic onboarding session to learn exactly who you need in the room, whether that is CISOs, CDOs, or tax and supply chain leaders, and where they are most reachable.
02
Map your ABM list
Your target account list is the audience strategy. We build the invitation around it and lead with relevance, using phone, LinkedIn and email outreach that is tailored to each person rather than blasted at a list.
03
Venue and date strategy
The setting is the experience. We source the right venue and use intelligent insights on your audience to recommend the days most likely to land a yes.
04
Run the conversation
A neutral moderator hosts the room, draws out the quiet expert, gently moves past the person who will not stop talking, and protects the confidentiality that makes people honest.
05
Turn it into meetings
A deliberate follow-up motion and a clean handoff to your sales team, backed by our meetings guarantee. The conversation is supposed to continue. Accepted meetings with those executives are what speaks volumes.
Formats
In-person CxO dinners or virtual roundtables. Often both.
Virtual
Virtual roundtables
No travel, no venue bill, and a busy VP is far more likely to say yes to sixty minutes on video. Ideal for opening early relationships and reaching leaders across regions. We cap these tighter so everyone genuinely contributes.
The smartest programmes sequence the two. Open with a virtual roundtable to find the accounts worth pursuing, then invite the best fits to an intimate dinner where the real progress happens.
Who runs your room
Meet your moderator, Keven Richards
A roundtable lives or dies on the person running it. Yours is Keven Richards, ConvergeX's Chief Customer Officer, who has spent years facilitating candid conversations between senior business leaders about the technology challenges that keep them up at night.
As a moderator, his job is to keep the room balanced and honest: drawing out the quiet expert at the end of the table, steering gently past the person who will not stop talking, and protecting the confidentiality that lets people share real failures rather than sanitised wins. A background in education sits behind a facilitation style built to get a room of senior people genuinely talking, not performing.
- Moderating
- Facilitation
- Focus groups
- Event management
Chief Customer Officer, ConvergeX Connections
- 8 to 15Senior leaders per roundtable, the size where every voice carries weight
- 3 to 5XReturn on investment we typically steer clients toward
- 3 regionsDelivered across North America, EMEA and APAC
- GuaranteedPost-event meetings, or we re-run the event
Sectors and regions
Built for enterprise technology. Run wherever your buyers are.
We support high-growth startups through to global enterprises, with deep experience across:
- Cybersecurity
- Fintech
- ProcureTech
- MarTech
- Enterprise SaaS
- Business consulting
- Data and AI
Active across North America, EMEA and APAC.
In their words
The people we have put in rooms together.
-
The Convergex team has been instrumental in connecting us with key decision-makers and influencers within our target enterprise software accounts. Their dedication and focus have made them a valuable extension of our sales team.
Hayley DoelGlobal Marketing Manager, Wolters Kluwer -
The curation. They do not just fill seats. Every attendee matches a profile that makes sense for the conversation, so the discussion is useful, not generic. And because the groups are small, relationships form faster.
Nick BennettField Marketing and ABM, Reachdesk -
Their virtual roundtables and CxO dinners are built around genuine peer exchange, which means your target accounts show up engaged, and you leave with the kind of account intelligence that moves an opportunity forward.
Alice de CourcyFractional CMO and author
Case study
Vimeo's first executive dinner in New York
We brought together C-suite and senior leaders across IT, learning and development, enablement, production and digital experience for a focused discussion on mastering enterprise learning and development through the power of video.
The evening ran over an exquisite fine dining experience at the elegant Aqua New York, and the conversation carried well past the last course.
- 15Senior executives at the table
- 7+Post-event meetings booked for the team
- 1Evening in New York City
The dinner event was a resounding success. The caliber of attendees was incredibly high, so much so that our CEO almost made an appearance. We have worked with many vendors for these dinners, and this was by far the best one.
You may need to know
Executive roundtable FAQs
What is an executive roundtable?
An executive roundtable is a closed-door, invitation-only discussion that brings a small group of senior leaders together around one shared business challenge. Groups are kept intimate, usually 8 to 15 people, so every voice carries weight. There is no stage, no audience and no sales pitch. A skilled moderator keeps the conversation candid and balanced, and the value comes from peer-to-peer exchange rather than a presentation.
What does an executive roundtable provider actually do?
A good executive roundtable provider runs the parts most teams find hardest. That means mapping your ideal customer profile, using a real network and high-touch outreach to get genuinely senior buyers to say yes, sourcing the venue and date, moderating the conversation so the host never slips into pitch mode, and building the follow-up motion that turns the evening into booked meetings. The event is not the deliverable. Meetings with the right people are.
How do you choose the right executive roundtable agency?
Look for three things. First, curation strength, which is the network and personalisation to fill the room with the right seniority rather than a volume blast. Second, a neutral, skilled moderator who protects the candour. Third, and most important, a deliberate post-event motion. If a partner cannot tell you exactly how they turn the conversation into booked meetings, they are selling you a party, not a pipeline channel.
Should an executive roundtable be virtual or in person?
Both work, for different goals. In-person CxO dinners build the deepest trust and tend to convert to deals fastest. Virtual roundtables extend reach across regions and are excellent for opening early relationships at lower cost. Many strong programmes run both and use virtual sessions to warm up accounts before an in-person invite. We cap virtual groups tighter so everyone genuinely contributes.
How much does it cost to host an executive roundtable?
Cost depends on the seniority of the room, the venue and city, the group size, and whether the format is virtual or in person. ConvergeX works on a model most agencies avoid: we guarantee post-event meetings on every event we deliver, and if we do not deliver them we re-run the event. The higher your average enterprise deal size, the more these formats return. Try our B2B event ROI calculator for a rough estimate.
How do you measure executive roundtable ROI?
Skip attendance as your headline number. Track cost per qualified meeting, pipeline influenced, deal velocity for attendees versus non-attendees, and your pipeline-to-cost ratio. Agree those metrics before the event and connect attendee data to your CRM so you can attribute pipeline properly.
What topics work best at an executive roundtable?
The best topics are specific, timely and tied to a real pressure your attendees feel right now. The sweet spot is a subject that is urgent and unresolved, where senior leaders genuinely want peer input. Narrow it down, so instead of AI in marketing you run how AI is reshaping demand generation for enterprise teams. For a pipeline programme, the topic should map closely to your ideal customer profile so it naturally attracts the decision-makers you want in the room.
Go deeper
Resources
Ready when you are
Let us build a roundtable programme around your accounts.
Not a generic guest list. Tell us the accounts you are trying to reach, and we will show you how we would fill the room and turn it into meetings.
Book a call with our team