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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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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

Riccardo
Composto
Director, Renewals
Salesforce
Sara
Wolf
Director, Customer Onboarding, Americas
Google
Aaron
Sturgill
Director, Customer Success
Udemy
Madison
Hall
Sr Director, Customer Success
RingCentral
Frank
Auger
Chief Operating Officer
OnRamp
Carolina
Nemi
Director, Client Success (Canada & Brazil)
Indeed
Patrick
Shields
Director of Customer Success
Informa
Kadee
Acree
Director, Customer Success
UKG
Steven
Van Muijden
Director Customer Success & Renewals EMEA
Nutanix
Brad
Nycz
Director of Customer Success Engineering
UKG
David
Shao
Director Customer Success Operations and Training
Lumeris
Keegan
Phillip
Global Customer Retention Strategy Director
Pitchbook
Jelo
Rillo
Associate Director, Customer Success
S&P Global
Haimee
Code
Director, Customer Success
LinkedIn
Frank
Murphy
Director, Customer Success
Cisco
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Explore the

agenda


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

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
Catch Disengagement Where It Starts: Onboarding.
Frank Auger, Chief Operating 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
Keegan Phillip, Global Customer Retention Strategy Director, Pitchbook
11:30
Onboarding & Retention Summit
Onboarding in the Age of Agentic AI: What It Means for Customer Success Teams
Haimee Code, Director, Customer Success, LinkedIn
12:15
Onboarding & Retention Summit
Panel | The art of onboarding: What great looks like and how to get there
Emily Evans, Senior Director, Customer Success Programs, Ping Identity
Aaron Sturgill, Director, Customer Success, Udemy
David Shao, Director Customer Success Operations and Training, Lumeris
Jelo Rillo, Associate Director, Customer Success, S&P Global
13:15
Onboarding & Retention Summit
Retention Without the Scramble: How to De-Risk Renewals Through Ongoing Customer Engagement
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
From Onboarding to Indispensable Growth Partnerships
Sara Wolf, Director, Customer Onboarding, Americas, Google

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May 13, 2026

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What you'll get

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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
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

RSVP →

Jan 27, 2027
Customer Success Summit Washington DC
Washington

RSVP →

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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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