Trip Read
The official conference runs Tuesday, June 2 through Thursday, June 4, 2026 at the InterContinental New York Barclay, 111 East 48th Street, New York, NY 10017.
Your personal agenda is currently presentation-heavy on Tuesday. Jaisal forwarded a richer 1x1 meeting schedule with multiple Wednesday/Thursday meetings, including CACI, KN, NOVT, WK, AGYS, and MSA.
Wednesday evening has two competing/logistically adjacent items: Baird CTO dinner interest at 5:30 PM with location still TBA, and the accepted Baird rooftop reception at The Kimberly Hotel from 6:30-9:30 PM.
Control Panel
NYC Trip Thread
Ted/Jaisal thread mentions the possibility of staying with John and taking the LIRR in. I did not find a hotel confirmation or hotel-calendar block.
Source: Outlook search, "Baird Conference - NYC Trip Plans"; Baird hotel / Passkey search.
Other Calendar Items
Next-week calendar has non-Baird items that may collide with travel: VCYT call on Monday morning; DSG earnings and Baird reception Wednesday; TTC/GWRE calls Thursday; AA PHL-ORD Friday and ORD-PHL Sunday.
Source: Outlook calendar window June 1-7, 2026.
Weather / Transit
NYC weather and LIRR/parking are still open. Add this closer to departure when hotel/stay decision is final.
No live forecast embedded yet.
Tuesday, June 2 - John's Itinerary
Session II, Grand Ballroom III. Breakout 9:40-9:55 AM, Astor Suite II. Presenter: Greg Orenstein.
Session III, Empire Ballroom I. Breakout 9:40-9:55 AM, Astor Suite I B. Presenter: Sumeet Gagneja.
Multiple simultaneous sessions. Choose based on coverage priority and Baird preview relevance.
Session I, Grand Ballroom I&II. Useful AI-commerce theme read-across.
Session I, Grand Ballroom I&II. Breakout 1:25-1:40 PM, Astor Suite I A.
Two relevant software/security sessions in parallel; BL has breakout 2:35-2:50 PM.
LFUS has breakout 4:20-4:35 PM; Cast.ai is private vertical AI / cloud optimization.
DV breakout 4:55-5:10 PM.
Wednesday / Thursday Known Items
From Baird vertical software preview. CFO Joe Del Preto first SPS GCTS appearance.
Baird preview flags AI-ready schema, iTwin, Open Applications, and EMEA / Resources strength.
Vertical AI / legal workflow. Baird note cites recent $550M raise at $5.55B valuation.
Tim Byrne with Rob Oliver, Colin Sebastian, Will Power. Location still TBA. You told Ted you had already responded yes.
Accepted on calendar. Upstairs Rooftop, 145 E 50th St, New York, NY.
Session II, Grand Ballroom III. Breakout 9:05-9:20 AM, Astor Suite II.
Baird preview flags vertical software + AI portfolio debates.
Tuesday 1x1s
EquipmentShare, Simpson Manufacturing, Belden, Parsons.
Jaisal forwarded schedule as of May 14, 2026.
Wednesday 1x1s
CACI, InterDigital, Knowles with Ted, Novanta with Ted.
Potentially useful if you want to divide-and-conquer.
Thursday 1x1s
Workiva, Agilysys, MSA Safety.
Could drive follow-up prep or company dashboard links.
Overlap With Last Week's List
I found the most likely "ticker list from last week" in your May 18 NH trip materials: ALGM, SXI, and MDA. None of those three appear in the 231-company Baird GCTS company list from the Excel attachment.
Source: Outlook May 18 NH trip emails and local file __co-list_cp.xlsx. If you meant a different ticker list, drop it here and this section can be re-run.
Best Use Of Incremental Time
The conference list is too broad to see everything. Highest-probability use of time is companies with Conestoga-style recurring revenue, vertical software, infrastructure software, industrial technology, payments, or a clear AI/product-cycle debate.
Top adds to consider: WK, AGYS, NOVT, KN, AVPT, BL, CVLT, FROG, BRZE, ITRI, LFUS, DLB, PAY/PCTY, EXLS, WEX, ZETA, Wasabi, Contentful, Pendo.
Source: CTS26Agenda-Distribute.pdf and __co-list_cp.xlsx, cross-checked against the Baird vertical-software preview.
Highest Priority
WK Workiva, Thu 12:15 PM. Governance/reporting workflow, durable compliance demand, and a clean AI-document/workflow angle.
AGYS Agilysys, Thu 2:00 PM. Vertical hospitality software with operating leverage and a small-cap growth setup.
NOVT Novanta, Wed 10:15 AM. Precision motion/photonics exposure that fits industrial technology and automation diligence.
KN Knowles, Wed 11:25 AM. Electronic components / precision audio and specialty sensor exposure; already on Jaisal/Ted schedule.
Software / AI Watchlist
AVPT AvePoint, Wed 1:25 PM. Microsoft ecosystem governance / data protection; ask whether AI increases compliance and backup intensity.
BL BlackLine, Tue 2:00 PM. CFO-office automation with margin/FCF self-help; good test for AI in close/reconciliation workflows.
CVLT Commvault, Wed 2:35 PM. Data protection and cyber-resilience with an AI data-estate angle.
FROG JFrog, Tue 10:15 AM. DevSecOps/software supply chain; useful read-through to developer-platform budgets.
Industrial Tech / Payments
ITRI Itron, Wed 2:00 PM. Grid modernization / utility data infrastructure.
LFUS Littelfuse, Tue 3:45 PM. Power electronics and industrial cycle read; likely useful after ALGM/SXI work.
PAY / PCTY / WEX. Payments and HCM workflow names with actionable unit-economics questions.
EXLS EXLService, Wed 1:25 PM. Analytics/BPO with AI productivity and vertical-process exposure.
Grand Ballroom III
Baird frames the debate around sustained leadership in commercial lending, platform pricing, international / consumer / mortgage progress, and adoption of AI skills / role-based agents.
- What proof points show FY27 ACV momentum is repeatable rather than catch-up from FY26 acceleration?
- How much of Banking Advisor / Digital Partners is monetized today versus adoption-only?
- Where are banks lengthening decision timelines, and what dislodges that?
Grand Ballroom I&II
Key question is whether AI becomes a reason for on-prem customers to accelerate cloud migration, adding to already strong cloud bookings / services momentum.
- Are AI pilots converting to paid modules or just improving competitive win rate?
- What do CFO Linda Pinne and CTO Sanjeev Siotia want investors to underwrite differently?
- Is services revenue acceleration a leading indicator or a temporary implementation bulge?
Not on John's visible itinerary
Baird wants to test whether key revenue lines are stabilizing, Amazon-related recovery pressure is easing, and the MAX AI agent can evolve into agent-to-agent network value.
- Which revenue lines are now performing to plan, and where is forward growth still most debated?
- How does MAX change attach, retention, or transaction volume?
- What should investors expect from Joe Del Preto's first GCTS appearance as CFO?
Not on John's visible itinerary
The Baird preview highlights steady double-digit growth, surprising EMEA / Resources contribution, and AI workflow opportunities around iTwin and Open Applications.
- What changed in EMEA and Resources, and is it durable?
- Where are customers actually using Bentley in AI pursuits today?
- Does AI-ready infrastructure data create incremental monetization or just protect the base?
Grand Ballroom III
Baird expects an AECO-centric AI discussion with Sidharth Haksar, Head of Construction Strategy & Partnerships. Focus areas: cloud, APIs, data management, model training, and consumption monetization.
- What is the first product area where AI consumption meaningfully changes growth?
- How should investors separate cloud migration, API usage, and AI monetization?
- Where is construction strategy gaining or losing share?
Preview flagged
Baird frames Roper as a portfolio-level AI debate: certain legal / healthcare software businesses appear to be strengthening rather than getting squeezed by aggressive AI spending.
- Which portfolio businesses have measurable AI productivity / product wins?
- Where are customers increasing, not reducing, spend as AI budgets rise?
- How fast can portfolio AI efforts become visible in organic growth?
AI Monetization
- What is the most concrete paid AI SKU or usage event we can track over the next four quarters?
- Are customers paying more, buying faster, or simply expecting AI inside the base product?
- Which AI use case changes gross retention or net expansion first?
Demand Quality
- Where are buying committees still frozen despite better demos and ROI?
- What changed in close rates or sales-cycle duration since Q1?
- What customer segment is most underappreciated by investors?
Margin / FCF
- What is the cleanest bridge from current margin to the medium-term target?
- How much AI spend is incremental versus reallocated R&D?
- Where could services growth mask implementation friction?
Logistics
- Book or confirm hotel / staying plan. I did not find a hotel confirmation, and the Baird email says hotel changes/cancellations must be handled through the hotel confirmation if booked through Passkey.
- Decide LIRR / NYC arrival plan with Ted and Jaisal; the thread suggests possibly staying with John and taking LIRR in.
- Log into the Baird registration portal and mark blackout times for arrival/departure.
- Watch for final schedule on Friday, May 29; replace tentative agenda when it arrives.
- Confirm CTO dinner allocation and location; current email says location TBA and a calendar invite should follow interest.
- Resolve Wednesday 5:30 dinner vs 6:30 rooftop reception priority once dinner location is known.
Research / Meetings
- Select preferred general presentations in the "Presentation Agenda" tab so they populate your personal itinerary.
- Respond with any additional companies of interest from the availability list: AVPT, BRZE, DLB, RAMP, PLTR, S, SPT, PYPL, Cast.ai, Contentful, Pendo, Wasabi, etc.
- Coordinate with Jaisal/Ted on 1x1 coverage: CACI, KN, NOVT, WK, AGYS, MSA, Parsons.
- Prep focused question sheets for NCNO, MANH, ADSK, BSY, SPSC, ROP and any team 1x1s you attend.
- Open / file the Baird vertical software preview PDF for quick reference.
- Decide whether any dinner/breakfast requests are still worth submitting given limited allocation.
Public names with availability as of May 15: AMRC, AVPT, BB, BRZE, GOOS-CA, CENT, CMRC, CRSR, DLB, QBTS, UUUU, LIFE, EVI, EXLS, FOXF, THRM, HIMX, IIIV, IBEX, KELYA, KFRC, LAND-CH, RAMP, LCID, MCHP, NSSC, NIQ, PLTR, PYPL, QS, RDNW, RCKY, S, SPT, SMP, STRZ, RMIX, RUN, TASK, COOK, VSTS, WW, YELP.
Private names: Cast.ai, Contentful, Globalization Partners, Golden Pet Brands, Identity Digital, Lunar Energy, Pendo, SAS, Verbit, Wasabi, Yanolja.
Outlook / SharePoint Evidence
Outlook calendar: June 1-7, 2026 calendar window; Baird reception accepted June 3, 6:30-9:30 PM ET.
Outlook email: Baird tentative itinerary received May 15; dinner/breakfast email received May 15; CTO dinner thread May 26; Jaisal forwarded 1x1 schedule May 15; Baird NYC trip-plans thread.
SharePoint: "2026.05.26 - Baird - Vertical_Software; Thoughts Ahead of Baird's GCTS Conference Next Week (ADSK, BSY, MANH, NCNO, ROP).pdf".
Public Web Evidence
Official Baird conference page confirms June 2-4, 2026, InterContinental New York Barclay, invitation-only format, and approximately 250 participating public/private companies.