Cover Image for Teqfocus Presents the East Bay CXO Aug 2026 Meetup: Building the GTM Agentic Workflow
Cover Image for Teqfocus Presents the East Bay CXO Aug 2026 Meetup: Building the GTM Agentic Workflow
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Teqfocus Presents the East Bay CXO Aug 2026 Meetup: Building the GTM Agentic Workflow

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About Event

Connect. Exchange. Elevate.
An initiative by Teqfocus

Join fellow CXOs, VPs, and technical leaders from the East Bay for an exclusive, peer-driven teardown session:

Every vendor now has an agent. Almost nobody can explain the stack underneath one.

Agentforce, Copilot, Bedrock AgentCore, Vertex: the demos all end at "the agent did the thing." The hard part is everything below that line: the technology layers a team has to stand up before an agent can do real work in production without breaking trust, blowing a budget, or failing an audit.

This is a working teardown, not a keynote. We take one concrete go-to-market workflow (an agent that researches an account, engages a buyer, and advances an opportunity) and trace it through the five layers every enterprise agentic workflow runs on. At each layer: what it is, what it connects to, and where it breaks.

① Context: the data, retrieval, and memory the agent reasons over. Connects to: Salesforce Data 360, Snowflake, Databricks. Breaks when: the CRM is stale, and the agent produces confident garbage at scale.

② Orchestration: planning, multi-step control, and agent-to-agent handoffs. Connects to: LangGraph, CrewAI, Agentforce 360, Copilot Studio. Breaks when: a goal turns into a loop nobody can see.

③ Action: how the agent actually does things: connectors and APIs into CRM, ERP, and email. Connects to: MCP, AgentExchange, native APIs. Breaks when: an untrusted input flows straight into a real transaction.

④ Trust & Authorization: identity, guardrails, and the policy layer that bounds what the agent may do. Connects to: Okta, SailPoint, agent identity + short-lived tokens. Breaks when: the agent runs on a borrowed human login and no one can prove who authorized what. This is the layer most production plans are weakest on, and the one to build first, not last.

⑤ Observability & Evals: how you know it worked, catch drift, and stay auditable. Connects to: LangSmith, Arize, Datadog, Agent Fabric. Breaks when: it's an afterthought, and the first failure is invisible until it's expensive.

You'll leave with a reference architecture you can whiteboard on Monday, and a clear answer to the question that actually stalls these projects: which layer do we build first?

Who this is for: CIOs, VPs of Engineering, Heads of Platform, enterprise architects, and technical GTM leaders who are past the demo and thinking about production.

📅 Date: August 20th, 2026
🕔 Time: 5:00 PM – 7:00 PM PDT
📍 Venue: Patelco Credit Union, Dublin

In-person, East Bay. A 60-minute teardown and moderated discussion, followed by networking over evening snacks and drinks.

This meetup is part of the East Bay CXO Community, a Teqfocus-led initiative to foster trusted relationships, real conversations, and collective innovation in the Bay Area tech leadership circle. Not your typical meetup: an energizing space to swap ideas, share experiences, and grow your network with peers who are living this same build.

Seats are limited

Host & Moderator: Andy Singh
Founder & CEO, Teqfocus

Andy Singh is a technology and business leader focused on helping enterprises turn AI, data, and technology investments into measurable business outcomes. His work spans customer experience, GTM transformation, and driving technology-led execution at scale.

Host & Speaker: Jas Kaur
CTO, Teqfocus | AI & Data Strategist | Host, TeqTalk Podcast

Jas Kaur is the CTO at Teqfocus, where she leads AI and data-driven transformation strategies for global enterprises. With a background spanning IBM, Aviva, and Sainsbury’s, she blends technical depth with business insight. As the host of the TeqTalk Podcast, Jas brings bold ideas and real-world AI stories to the forefront of enterprise conversations.

Panel Speaker:
Sunny Bedi,
Founder and CEO of Whirl AI,

Sunny Bedi is Founder and CEO of Whirl AI, where he helps enterprise IT teams understand, enhance, and transform business processes and core systems. After serving as CIO and CDO at Snowflake, Bedi saw firsthand how few solutions truly transformed enterprise IT, an insight that led him to found Whirl AI. Prior to Snowflake, he spent 12 years leading IT and operations at NVIDIA and is currently a board member at GitLab.

Rahul Juneja,
Head of AI — Agentic Product & Platform, Epicor

Rahul Juneja leads Agentic Product and Platform AI at Epicor, having previously served as Group Vice President at PowerSchool — one of North America's largest K-12 edtech platforms. An MIT Sloan MBA, he writes and speaks on AI strategy and execution: his consistent argument is that the gap between AI ambition and AI outcomes is almost always an execution problem, not a technology problem. He brings that practitioner's lens directly to this conversation.

Mohit Dhamija,
Head of GTM Systems, Altera

Mohit Dhamija is a business technology leader with 20+ years building the GTM systems and data infrastructure that high-tech companies depend on. His career spans Head of Business Applications (GTM) at Uber, nearly a decade at TIBCO across ERP, BI, and integration leadership, and a seat on Salesforce's Sales Cloud Customer Advisory Board. He now leads GTM Systems at Altera, Intel's programmable solutions spinout. He brings the operator's view to how AI-ready systems actually get built — not just designed.

Product Demo: SimpleTest.ai
Vishnu Raju Datla
Founder, SimpleTest.ai

Vishnu Datla is a technology entrepreneur, investor, and community builder with deep experience building and scaling enterprise software companies. He is the founder of SimpleTest.ai, an AI-powered platform transforming Salesforce testing and automation. Previously, Vishnu was the founder and CEO of AutoRABIT, a leading DevOps platform for Salesforce teams. Today, he is actively involved in advising founders and building and accelerating vibrant startup communities across the Bay Area.

Agenda:

5:00 PM – Check-in & Networking

  • Grab a drink, meet fellow tech leaders, and settle in

🔹 5:30 PM – Welcome Remarks

  • Kickoff by Jas Kaur

  • Overview of the meetup series and today’s theme

🔹 5:45 PM – Panel Discussion

  • A candid conversation on "Building the GTM Agentic Workflow: The Technology Layers That Make It Real"

🔹 6:15 PM – Product Demo

🔹 6:30 PM – Open Networking + Drinks & Snacks

  • Continue the conversation over light snacks and drinks

  • Exchange ideas, contacts, and next steps in a relaxed setting

Just real talk.

Reserve your seat now—space is intentionally limited to keep the conversation intimate. And yes, we’ve got food and drinks covered. We look forward to having you at the table.

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A community for IT leaders. Built on conversations and powered by connections.

An initiative by Teqfocus

The East Bay CXO Summit is a monthly gathering of senior IT and tech leaders who believe real innovation begins with honest, peer-driven conversations.

Designed to be informal, insightful, and highly interactive, each meetup offers open networking, great food, and candid discussion—no slides, no fluff, just shared experiences and bold ideas.

More than an event, it’s the foundation of a trusted community—fostering collaboration, connection, and continuous leadership growth across East Bay’s technology ecosystem.

Join us at the table. Connect, contribute, and be part of shaping the region’s most trusted CXO network.

Notice: Teqfocus Consulting LLC is taking photographs and video recordings in this area. By entering, you agree to be photographed and/or recorded, and you understand that Teqfocus may use such photographs and recordings to promote the community.

About Teqfocus Consulting LLC:

Teqfocus is a strategic IT services and consulting partner that bridges the gap between technology promises and real business outcomes.

Specializing in Data, AI, and Applications, we help enterprises turn strategy into execution—accelerating transformation through cloud platforms, intelligent automation, data engineering, and modern application development.

Beyond delivery, we’re committed to building communities and sharing insight. Through the East Bay CXO Community and our flagship podcast TeqTalk, we bring senior leaders together to explore what’s next and how to get there.

At Teqfocus, we don’t just implement tech—we enable outcomes that matter.

Location
Patelco Credit Union Dublin
3 Park Pl, Dublin, CA 94568, USA
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