The Most Exclusive Event in Customer Advocacy

This is it. The big one. If you work in any customer marketing or customer-facing role, or use the RO Innovation platform in any way, shape or form, you simply can’t afford to miss the best networking and learning conference in the Customer Advocacy industry.

HANDS-ON LEARNING

Forget boring PowerPoint presentations! You don’t need another session trying to convince you Customer Advocacy rocks. You need hands-on networking, cutting-edge best practices, roll-up-your-sleeves product training, and the most recent data on trends, tactics, and strategies.

ELITE SPEAKERS

Get more from a conference than 1 or 2 new ideas. The majority of Elevate speakers this year are your peers – experienced, knowledgeable and committed to sharing their actionable stories, tips, recommendations, examples, and more that you can immediately implement on Friday.

SMART NETWORKING

Relationships are built morning, noon and night at this event where you’ll have the chance to network with more than 100 of the top Customer Advocacy professionals in the business. We’ve got a plan to help you make lasting connections without being overwhelmed.

What Your Peers Said

Attendee Testimonials

“Whether you’re new to RO or a seasoned customer marketing professional, you’re guaranteed to have major takeaways to bring to your program to the next level.”

Becky Leung
Customer Marketing Manager, Jive Software

“The networking with my peers was great! I also took away lots of best practices, ways to use tools, and innovative ways that others use RO.”

Brianne Yoshimoto
Global Customer Advocacy Manager, Hitachi

2018 Elevate Summit Speakers

We’re adding even more speakers to this already amazing lineup!

Jim Mooney

Jim Mooney

Founder & CEO,
RO Innovation

Jeff Weil

Jeff Weil

General Manager,
Upland RO Innovation

Rob Karel

Rob Karel

Vice President Strategic
Marketing Initiatives, Informatica

Sean Nathaniel

Sean Nathaniel

SVP of Workflow Automation, Chief Technology Officer
Upland Software

William Toms

William Toms

Vice President Client Success
Rimini

Adina Crossley

Adina Crossley

VP of Global Customer Advocacy,
Apttus

Trish Borrmann

Trish Borrmann

Director, Customer Marketing
Programs, Fortinet

Tracie Li-Ilyes

Tracie Li-Ilyes

Business Program Manager,
Microsoft

Jack Ferres

Jack Ferres

Sr. Manager, Customer Marketing,
Kronos

Dianne Jolly

Dianne Jolly

Sr. Customer Programs Manager,
Kofax

Lisa Hoesel

Solutions Consultant and Reference Manager,
Upland RO Innovation

Rhett Livengood

Rhett Livengood

Director, Digital Business Enabling,
Intel Corporation

Rich Clooke

Rich Clooke

Senior Marketing Manager,
Symantec

Helen Feber

Helen Feber

Managing Partner,
Referential, Inc.

Cynthia Hester

Cynthia Hester

Senior Director, Customer Marketing
New Relic

Tony DeLollis

Tony DeLollis

CTO
RO Innovation

Karen Meyer

Karen Meyer

Senior Director Product & Customer
RO Success, Upland Software

Dan Montoya

Dan Montoya

VP of Operations and Professional
Services, RO Innovation

Amy Friedman

Amy Friedman

Director, Customer Marketing,
Adaptive Insights

Bev Barnett

Senior Manager, Customer Marketing,
Adaptive Insights

Stacy St. Louis

Senior Manager, Customer Marketing,
Adaptive Insights

Sharon Parsons

Sharon Parsons

Director, Client Implementations,
RO Innovation

Nichole Auston

Nichole Auston

Customer Marketing Director,
RO Innovation

Toby Buschini

Toby Buschini

Regional Sales Director – Enterprise West,
Fortinet

2018 Elevate Summit Schedule

 

Wednesday, November 14th

Time Session Description Speaker(s)
7:30-9:00 Breakfast & Check-In
9:00-9:30 Welcome Kick off the third annual RO Elevate Customer Summit with Jim Mooney, Founder of RO Innovation and Jeff Weil, General Manager of Upland RO Innovation as they share their wisdom, stories, and vision for the future of the RO solution and this industry. Jim Mooney, RO Innovation

Jeff Weil, Upland Software

9:30-10:15 Welcome to Upland Software Unless you’ve been under a rock for 6 months, you know RO Innovation is excited to be joining the Upland family. Learn more about Upland Software and what it means to you as a member of the larger Upland customer community. Jeff Weil, Upland Software
10:15-10:30 RO Sherpa Awards Presentation of RO Sherpa Awards to half of the 2018 winners. Jeff Weil, Upland Software

Nichole Auston, RO Innovation

10:30-10:45 BREAK
10:45-12:00 Product Vision & Roadmap RO Elevate may be a user conference, but when it comes to product developments, our customer’s ideas are the star! Join the joint RO-Upland product teams as they share what’s coming next to your RO Platform. We’ve been working on some exciting stuff, and you won’t want to miss this session! Karen Meyer, Upland Software

Tony DeLollis, RO Innovation

12:00-1:00 LUNCH
1:00-3:00 Performance Track Breakout: Innovative Uses of the RO Platform Our Performance Track will focus on innovative ways to use specific features of the RO platform to increase the adoption and performance of your program. 1. Trish Borrmann, Fortinet

2. Dianne Jolly, Kofax

3. Jack Ferres, Kronos

1:00-3:00 Alignment Track Breakout: Executive Buy-In & Alignment Our Alignment Track will focus on ways to get greater executive buy-in and departmental alignment around advocacy at your company. 1. Tracie Li-Ilyes, Lucia Ehimika, Microsoft

2. Rich Clooke, Symantec & Helen Feber, Referential Inc.

3. Cynthia Hester, NewRelic

4. Adina Crossley, James Lustenader Apttus

3:00-3:20 BREAK
3:20-3:30 Reference Elite Awards Presentation of RO Reference Elite Awards to the “Class of 2018” Jeff Weil, Upland Software

Nichole Auston, RO Innovation

3:30-4:30 RO Integrations/Demos Ever wonder what other platforms integrate with RO Innovation or how you can better optimize the flow of data with other departments your program touches? Dan Montoya and Tony DeLollis, along with a few of your fellow customer peers, discuss the use cases and the value it’s driven for their organization. Dan Montoya, RO Innovation

Tony DeLollis, RO Innovation

5:00-8 Networking Party Unwind after a jam-packed day of learning whle enjoying some delicious free food and drinks! Decompress with your peers while getting to know them better in a super fun setting. Paper Plane, 72 S 1st St, San Jose, CA 95113

Thursday, November 15th

Time Session Description Speaker(s)
7:45-8:00 Breakfast & Check-In
8:30-9:15 Upland Customer Success: Our Commitment to You Upland’s focus is on delighting customers through exceptional solutions and value, and we strive to achieve 100% customer success. Karen Meyer, Senior Director of Customer Success and Product, walks through what to expect as an
Upland RO Innovation customer as she details how the customer success program can help you achieve your goals.
Karen Meyer, RO Innovation
9:15-10:15 RO Innovation Training A tool is only as useful as you make it. In this session, you will focus on optimizing your existing RO Innovation platform and positioning your advocacy content in the right place at the right time throughout the customer’s journey. Dan Montoya, RO Innovation

Sharon Parsons, RO Innovation

10:15-10:30 RO Sherpa Awards Presentation of RO Sherpa Awards to half of the 2018 winners. Jeff Weil, Upland Software

Nichole Auston, RO Innovation

10:30-10:45 BREAK
10:45-12:00 Workshop: Building a Scalable Reference Program If you build it, they will come. But are they? In this hands-on session, led by the customer marketing team at Adaptive Insights, you’ll complete a short assessment about your program and then discuss three key areas that require scalability for success: recruitment, fulfillment and adoption. What role does RO Innovation play? How can you integrate other tools in your MarTech stack for scalability?  Our goal is to foster discussion, so you will leave with ideas you can implement right away. Amy Friedman, Bev Barnett, Stacy St. Louis, Adaptive Insights
12:00-1:00 LUNCH
1:00-1:15 Sherpa Awards – “Best of the Best” We’ve saved the BIGGEST one of all for last! Presentation of the highly coveted ‘Best of the Best’ RO Sherpa Award.
This is one story you won’t want to miss!
Nichole Auston, RO Innovation

Jeff Weil, RO Innovation

1:15-1:45 Advocacy’s Journey from Tactical to Strategic Many organizations begin their customer advocacy competency as a reactive, supporting function to hunt down sales reference or customer stories on an as-needed basis.  Hear about Informatica’s Customer Advocacy journey from a small, supporting team to a strategic contributor in the transformation of the company’s brand, business model and market opportunity. Rob Karel, Informatica
1:45-2:45 [Option 1] Breakout Session: Speed Networking Network with your RO peers in a fast-paced ‘speed dating’ style session. RO Innovation Customers
1:45-2:45 [Option 2] Breakout Session: Innovation Lounge Have a question about a specific feature? Want to learn some best practices or see a demo of something specific? Need a quick update made to your system? Hosted by Lisa Hoesel, a team of our product experts will be available to share with you ideas and ways to improve the use of your RO solution. Lisa Hoesel & RO Innovation Product Experts
2:45-3:00 BREAK
3:00-4:00 Executive Panel Discussion This was the highest rated session from Elevate 2017, and we’re excited to bring it back again this year! Pick the brains of a panel of RO customer executives as they share their insights on how you can be most successful in getting executive-level support and attention at your own company. Rhett Livengood, Intel

Will Toms, Rimini Street

Adina Crossley, Apttus

Toby Buschini, Fortinet

4:00-4:15 Closing Remarks Cap off the third annual RO Elevate Customer Summit with a recap of the biggest takeaways and advice as you head back to the office. Jeff Weil, RO Innovation

RO Sherpa & Reference Elite Awards

Recognizing the Best of the Best in Customer Advocacy Management

The RO Sherpa & Reference Elite Awards recognize the leaders in the customer marketing space; the guides, the heroes that do incredible things in their companies but do not always get the recognition they deserve. These awards are a way to elevate the thought leadership, advocacy, great ideas and remarkable customer reference program best practices in the marketplace.

2018 Reference Elite Award Winners

Meet this year’s Reference Management Rock Stars! These four leaders are helping to shape the direction of this industry, and we want to recognize – and celebrate –  the amazing work they do.

  • Dawn Miears, Global Customer Reference Manager, Rimini Street
  • Chris Bergman, Director, Client Reference Program, Cognizant
  • Trish Borrmann, Director of Customer Marketing Programs, Fortinet
  • Therese Van Ryne, Director of Global Public Relations & Customer Reference Program, Zebra Technologies

2018 RO Sherpa Award Winners

The RO Sherpa Awards bestow the highest honor on organizations that are taking the future by force and powering the world’s best customer marketing programs. You have shaped our industry and we are excited to give you the spotlight!

  • Outstanding Executive Leadership: Rimini Street
  • Most Valued Program: IBM
  • Most Improved Program: Informatica
  • Best Advocate Engagement Strategy: IBM
  • Rising Star: Symantec
  • Best Tech Stack: Ceridian
  • Innovative Feature Use: Fortinet
  • Top Game Changer: Forescout
  • Exceptional Customer Advocacy Alignment: Marketo
  • Best In Class Advocacy Program: Marketo

2018 Sherpa Award Honorable Mentions

Recognition of a job well done is a closely held value for RO Innovation. This year, there were so many stories of excellence, we created a spot for our Honorable Mentions, so the world could hear their stories.

  • Outstanding Executive Leadership: Nuance
  • Most Valued Program: Cognizant
  • Most Improved Program: ServiceMax
  • Best Advocate Engagement Strategy: Ceridian
  • Rising Star: Talkdesk
  • Best Tech Stack: OutSystems
  • Innovative Feature Use: IBM
  • Top Game Changer: JDA
  • Exceptional Customer Advocacy Alignment: Zebra Technologies
  • Best In Class Advocacy Program: Microsoft

Download the official Elevate companion piece to get best practices and profiles of our 2018 Reference Elite & Sherpa Award winners!

Register for the 2018 Elevate Customer Summit

Register Now

Group Package

$598

Want to bring your whole team?
Buy two tickets (totaled above) and everyone else gets in FREE!

Regular Price

$399

Seriously though…NO ONE likes to pay full price!

Accommodations

Fairmont Hotel

Fairmont San Jose
170 South Market Street
San Jose, California 95113

If you need a room, please contact the Fairmont San Jose ASAP as the hotel is already almost fully booked!

For more information on other hotels in the area click here!

Questions?

For more information please contact roelevate@roinnovation.com.

 

Questions regarding the summit agenda or anything about your stay?