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May 13, 2026

Onboarding & Retention

Summit

Turn onboarding into your strongest retention strategy.

Learn how the most effective customer success teams cut early churn, build lasting loyalty, and drive growth by keeping the customers they already have.

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

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Event starts in:
32

days

11

hours

48

minutes

46

until the summit starts

About the
summit

If you're not improving onboarding and retention, you're leaving revenue, loyalty, and growth on the table. In today's high-stakes SaaS landscape that's a fast-track to failure.

Join this summit and learn to:

  • Stop losing customers in the first 90 days with scaleable onboarding that realizes value faster

  • Build loyalty from day one so customers stay longer, spend more, and become advocates

  • Steal proven onboarding playbooks from CS teams that have already figured it out

San Francisco
September 4 - 5, 2024

Secure your free seat

Our Stats

12+

Speakers

800+

Attendees

8+

Sessions

0

Cost to attend

Meet our

speakers

Carolina
Nemi
Director, Client Success (Canada & Brazil)
Indeed
Elodie
O'Rourke
Global Customer Success Director
Financial Times
Patrick
Shields
Director of Customer Success
Informa
Kadee
Acree
Director, Customer Success
UKG
Riccardo
Composto
Director, Renewals
Salesforce
Madison
Hall
Sr Director, Customer Success
RingCentral
Frank
Murphy
Director, Customer Success
Cisco
Emily
Evans
Customer Success Director
Ping Identity
Sara
Lappen Wolf
Director, Customer Onboarding, Americas
Google
Mark
Anderson
Director of Customer Success and Proposals
Siemens
Brad
Nycz
Director of Customer Success Engineering
UKG
Frank
Auger
Chief Customer Officer
OnRamp
Steven
Van Muijden
Director Customer Success & Renewals EMEA
Nutanix
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Explore the

agenda


The event will kick off at 6 am PT | 9am ET | 2pm BST. All times below shown in ET.

Agenda
Agenda
Agenda
09:00
Onboarding & Retention Summit
Churn starts on Day 1: aligning onboarding, Customer Success, and renewals
Riccardo Composto, Director, Renewals, Salesforce
09:45
Onboarding & Retention Summit
From Onboarding Completion to Agentic Engagement: The Post-Sales Shift
Frank Auger, Chief Customer Officer, OnRamp
10:30
Onboarding & Retention Summit
Panel | Proving your worth: How CS teams are tying retention to revenue
Madison Hall, Sr Director, Customer Success, RingCentral
Patrick Shields, Director of Customer Success, Informa
Steven Van Muijden, Director Customer Success & Renewals EMEA, Nutanix
11:30
Onboarding & Retention Summit
From onboarding to retention: Product adoption strategies for small businesses
Carolina Nemi, Director, Client Success (Canada & Brazil), Indeed
12:15
Onboarding & Retention Summit
Panel | The art of onboarding: What great looks like and how to get there
Emily Evans, Customer Success Director, Ping Identity
Elodie O'Rourke, Global Customer Success Director, Financial Times
Sara Lappen Wolf, Director, Customer Onboarding, Americas, Google
13:15
Onboarding & Retention Summit
Retention without the scramble: How to de-risk renewals through ongoing customer
Frank Murphy, Director, Customer Success, Cisco
14:00
Onboarding & Retention Summit
Turning product signals into risk insights with AI
Kadee Acree, Director, Customer Success, UKG
Brad Nycz, Director of Customer Success Engineering, UKG
14:45
Onboarding & Retention Summit
Seamless synergy: Blending human and digital touch for optimal onboarding
15:30
Onboarding & Retention Summit
First impressions count: Measuring onboarding success
Mark Anderson, Director of Customer Success and Proposals, Siemens

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May 13, 2026

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Why you need

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What you'll get

out of the event

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Gain knowledge

Hear real-world case studies and proven strategies to make retention your growth strategy. Discover why the fastest path to growth is not more leads, it’s keeping the customers you already have.

Perfect your onboarding

Build onboarding that keeps customers around. See how leading CS teams scale onboarding experiences that feel personal, even as they grow.

Crush churn

Turn churn into a warning sign, not a surprise. Learn how to spot the patterns behind early drop-off and fix them before customers leave.

May 13, 2026

Watch every summit

OnDemand

Committ 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 in to our enormous content library featuring the best speakers from around the world

  • Discover the content you need as 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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Discover our
in-person events

See all events

Feb 24 & 25, 2026
Customer Success Summit Austin
Austin

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Mar 10 & 11, 2026
Customer Support Summit New York
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Mar 10 & 11, 2026
Customer Success Summit New York
New York

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Apr 01 & 02, 2026
Customer Success Summit Denver
Denver

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May 28 & 29, 2026
Customer Success Summit Amsterdam
Amsterdam

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Jun 18, 2026
Customer Success Festival London

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Sep 15 & 16, 2026
Customer Support Summit San Francisco
San Francisco

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Sep 15 & 16, 2026
Customer Success Summit San Francisco
San Francisco

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Oct 28, 2026
AI for Customer Support Summit Boston
Boston

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Oct 28 & 29, 2026
Customer Success Summit Boston
Boston

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Oct 29, 2026
Customer Success Summit Sydney
Sydney

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Nov 11 & 12, 2026
Customer Success Summit Toronto

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Nov 18 & 19, 2026
Customer Success Summit Chicago
Chicago

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Dec 02 & 03, 2026
Customer Support Summit London
London

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Dec 02 & 03, 2026
Customer Success Summit London
London

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Jan 20, 2027
Expand by Customer Success Collective
Silicon Valley

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Jan 27, 2027
Customer Success Summit Washington DC
Washington

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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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