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August 19, 2026

Customer Expansion

Summit

Stop leaving expansion revenue on the table.

Learn how leading Customer Success teams spot expansion opportunities earlier, convert renewals into growth, and build repeatable systems that grow NRR.

Register for free to join live or catch up with every session recording OnDemand after the event.

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Event starts in:
31

days

12

hours

3

minutes

39

until the summit starts

About the
summit

Expansion isn't luck, it's a system. Too many CS teams are operating like a retention safety net and leaving ARR growth to sales.

Join us to learn the playbooks, systems and signals you need to to uncover expansion opportunities, grow existing accounts without damaging customer trust, and prove commercial impact.

Get ready to:

- Identify expansion signals using AI-driven scoring to surface upsell readiness weeks in advance.

- Turn every renewal into a growth conversation with tactics leading CS teams use to uncover new opportunities during QBRs, EBRs and customer check-ins.

- Measure, and prove, the commercial impact of Customer Success using the metrics leadership actually cares about.

San Francisco
September 4 - 5, 2024

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Our Stats

12+

Speakers

800+

Attendees

8+

Sessions

0

Cost to attend

Meet our

speakers

Colleen
Dwyer
Head of Customer Success
NVIDIA
Willa
Howe
Director of Customer Success
Boston Dynamics
Jack
Palley
Sr Director, Client Success
Flywire
Swati
Dora
Associate Director Client Success
Prolifics
Ron
Clark
Director Customer Success
CDK Global
Jess
Galenski
Senior Director, Global Customer Success
Apryse
John
Conley
VP, Customer Success
SambaSafety
Jeffrey
Pheteau
Director, Customer Success
First Advantage
Missie
Dunham
Senior Director, Customer Success
Constant Contact
Chanel
Cantey
Director, Client Success
Optiv
Matt
Charley
Senior Manager, Customer Success
Forter
Luke
Ferrel
Global Head of Customer Success
Deel
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Explore the

agenda


The event will kick off at 6 am PDT | 9am EDT | 2pm BST. All times below are shown in EDT.

Agenda
Agenda
Agenda
09:00
Customer Expansion Summit
The expansion-first mindset: Rethinking the role of CS in revenue growth
Jack Palley, Sr Director, Client Success, Flywire
09:45
Customer Expansion Summit
Panel | Who closes the upsell? Designing the CS-Sales handoff for expansion revenue
Swati Dora, Associate Director Client Success, Prolifics
Colleen Dwyer, Head of Customer Success, NVIDIA
Chanel Cantey, Director, Client Success, Optiv
Willa Howe, Director of Customer Success, Boston Dynamics
10:45
Customer Expansion Summit
From renewal to expansion: Running QBRs that open the door to growth
Ron Clark, Director Customer Success, CDK Global
Jeffrey Pheteau, Director, Customer Success, First Advantage
11:30
Customer Expansion Summit
Predictive customer intelligence: Using AI to identify expansion opportunities
12:15
Customer Expansion Summit
The science of the perfect upsell moment
Jess Galenski, Senior Director, Global Customer Success, Apryse
13:00
Customer Expansion Summit
Panel | Predictive customer intelligence: Using AI to identify expansion opportunities
Missie Dunham, Senior Director, Customer Success, Constant Contact
Luke Ferrel, Global Head of Customer Success, Deel
John Conley, VP, Customer Success, SambaSafety
13:45
Customer Expansion Summit
Value-based upselling that doesn’t feel like selling
Matt Charley, Senior Manager, Customer Success, Forter
14:30
Customer Expansion Summit
The CS-qualified leads playbook: Building a CS-led pipeline your sales team will actually trust

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August 19, 2026

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What you'll get

out of the event

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Predict expansion before it happens

Discover how leading CS teams use product usage signals, sentiment analysis, and AI-powered value scoring to identify expansion-ready accounts weeks before the conversation.

Master upsell & cross-sell conversations

Learn how to structure check-ins, QBRs, and business reviews that naturally progress from value delivery to expansion opportunity, without ever feeling like a sales pitch.

Build an NRR-positive CS function

Design a CS org, from compensation to playbooks to tooling, that structurally drives expansion revenue, so growth compounds quarter over quarter.

August 19, 2026

Watch every summit

OnDemand

Commit to a Customer Success Collective Pro membership and unlock over 700 hours of OnDemand content.

That’s right, you’ll have access to every session from every Customer Success Summit ever.

  • Dive into our enormous content library featuring the best speakers from around the world

  • Discover the content you need, when you need it. Just-in-time learning at your fingertips

  • Catch up anywhere, anytime, and never miss a summit again

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FAQS

Will sessions be recorded?

All sessions will be recorded and available to watch OnDemand after the event for all attendees, subject to speaker approval.


How do I join live sessions?

You will receive a unique joining link the day before the summit. Simply follow the link in your email to access the event.

What time will the live sessions begin?


The event will kick off at 6 am PDT | 9am EDT | 2pm BST

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Feb 23 & 24, 2027
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Mar 09 & 10, 2027
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Mar 09 & 10, 2027
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Apr 07 & 08, 2027
Customer Success Summit Denver
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May 27 & 28, 2027
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Jun 17, 2027
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Join 100,000+ passionate CS enthusiasts across the globe to exchange ideas, attend local meet-ups, get answers to your questions, and find new job opportunities.

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