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May 28, 2025

Onboarding & Retention

Summit

Unlock strategies to personalize onboarding, map your full customer journey, decode churn signals, and re-engage at-risk customers - all while aligning your efforts with key business goals.

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Event starts in:
38

days

17

hours

38

minutes

33

until the summit starts

About the
summit

Dive into sessions on blending human and digital touchpoints, crafting impactful onboarding experiences, and driving long-term customer retention.

Secure your free pass for live and OnDemand access to expert-led discussions, live Q&As, and actionable insights to future-proof your role.

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...

Karen
Schuppe
Group Vice President, Customer Success
Docusign
Krista
Hardebeck
Senior Director, Agentforce Success Engineers
Salesforce
Ian
Hurlock
Head of Customer Success
LinkedIn
Riti
Brooks
Assistant Director, Customer Success
Moody's
Joe
Di Grande
Vice President of Customer Success & Sales
Business Insider
Brit
Ferguson
Senior Principal Success Manager
Slack
Matt
Harmon
Senior Director of Customer Success Operations
CDK Global
Matt
Charley
Senior Manager, Customer Success
Forter
Doug
Norton
Senior Director, Head of Customer Success
BILL
Sandra
Alie
Director of Customer Success
Red Hat
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Explore the

agenda

The event will kick off at 6 am PST | 9am EST | 2pm BST.

Onboarding & Retention Summit
Agenda
Agenda
Agenda
09:00
Onboarding & Retention Summit
Seamless synergy: Blending human and digital touch for optimal onboarding
Ian Hurlock, Head of Customer Success, LinkedIn
09:45
Onboarding & Retention Summit
From onboarding to advocacy: Mapping the retention journey
Riti Brooks, Assistant Director, Customer Success, Moody's
Karen Schuppe, Group Vice President, Customer Success, Docusign
Brit Ferguson, Senior Principal Success Manager, Slack
Krista Hardebeck, Senior Director, Agentforce Success Engineers, Salesforce
10:45
Onboarding & Retention Summit
Renewals redefined: The modern CSM's role in driving growth
Matt Charley, Senior Manager, Customer Success, Forter
11:30
Onboarding & Retention Summit
Tech touch & customer retention: The winning formula for success
Joe Di Grande, Vice President of Customer Success & Sales, Business Insider
12:15
Onboarding & Retention Summit
The power of health scores: Retention metrics that matter
Sandra Alie, Director of Customer Success, Red Hat
13:00
Onboarding & Retention Summit
The churn code: Using predictive analytics to retain & re-engage customers
Matt Harmon, Senior Director of Customer Success Operations, CDK Global
13:45
Onboarding & Retention Summit
First impressions count: Measuring onboarding success
Doug Norton, Senior Director, Head of Customer Success, BILL

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May 28, 2025

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What you'll get

out of the event

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Gain knowledge

Access real-world case studies, expert Q&As, and proven strategies to drive revenue, improve customer experiences, and elevate your role as a CSM.

Perfect your onboarding

Learn how today’s leading CS teams are crafting experiences that scale efficiently while still feeling personal, purposeful, and impactful from day one.

Crush churn

Master the skills that drive retention and turn customers into advocates, and showcase your impact to internal stakeholders.

May 28, 2025

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 enourmous 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 PST | 9am EST | 2pm BST

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Discover our
in-person events

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May 13 & 14, 2025
Customer Success Summit Amsterdam
Amsterdam

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Jun 24 & 25, 2025
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Sep 16 & 17, 2025
Customer Success Summit San Francisco
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Oct 29 & 30, 2025
Customer Success Summit Boston
Boston

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Nov 06, 2025
Customer Success Summit Sydney
Sydney

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Nov 12 & 13, 2025
Customer Success Summit Chicago
Chicago

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Dec 03 & 04, 2025
Customer Success Summit London
London

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Jan 29, 2026
Customer Success Summit Washington DC
Washington

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Feb 11 & 12, 2026
Customer Success Summit Austin
Austin

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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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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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