Agenda

Hyatt Regency

Santa Clara

MAY

14 - 15

SESSIONS

DAY 1

May 14, Wednesday
Time (PST)
TITLE
Speaker
7:30 am
Registration & Networking Breakfast

7:30 am

|

9:00 am
Intro
Introduction

9:00 am

|

Ballroom
9:15 am
Keynote
Keynote Day 1

9:15 am

|

Ballroom
9:45 am
Session
Session by Benjamin Sandmann, VP WW Professional Services, MongoDB

9:45 am

|

Ballroom
10:15 am
Session
Addressing PS practice challenges with modern tools and techniques

Discover innovative strategies to overcome common professional services challenges using modern tools, automation, and analytics. Learn proven methods and practical insights to streamline operations, increase profitability, enhance project visibility, and improve client satisfaction.

10:15 am

|

Ballroom
10:45 am
Break

10:45 am

|

11:00 am
Session
The Growth Stage SaaS Paradox: Why PS Leaders Keep Fixing the Wrong Things

In high-growth SaaS, success can mask deeper misalignments. Join Justin Manduke, VP of PS at AuditBoard, as he shares how great teams fall into the trap of premature optimization. Drawing from roles at Medallia, Blend, and Afresh, Justin unpacks why fixing the wrong problems—even with good intentions—can derail long-term success. Learn how to time your priorities right and avoid building a house on a shaky foundation.

11:00 am

|

Ballroom
11:30 am
Panel Discussion
AI in the enterprise: CIO Perspectives on AI, transformation, and the role of PS

How are enterprise CIOs thinking about AI? Join this panel of technology leaders as they share strategies for responsible AI adoption, cross-functional alignment, and navigating the risks and rewards of enterprise transformation.

11:30 am

|

Ballroom
12:15 am
Networking Lunch

12:15 am

|

1:15 pm
Session
Professional Services for a Multi-Product SaaS Company

One product is challenging enough—now multiply that. In this session, discover how to deliver consistent value across a complex, multi-product SaaS offering. Learn how to adapt service models, streamline resource management, and ensure delivery excellence at scale.

1:15 pm

|

Ballroom
1:45 pm
Session
Operational Excellence: Driving Profitability in Professional Services

Learn how operational excellence can significantly boost profitability in professional services. This session explores proven methods to streamline service delivery, optimize resource utilization, leverage automation, and enhance project governance to consistently achieve higher margins and growth.

1:45 pm

|

Ballroom
2:15 pm
Session
Scaling Professional Services in High-Growth SaaS: Lessons from MaintainX and unicorn SaaS companies

Hypergrowth tests everything—processes, people, and patience. Learn from PS leaders who’ve scaled fast without sacrificing quality. Walk away with actionable tactics to manage growth, avoid common traps, and keep your margins and customers happy.

2:15 pm

|

Ballroom
2:45 pm
Panel Discussion
Starting and scaling partner implementations

2:45 pm

|

Magnolia
2:45 pm
Session
The Influence Playbook: Driving System Adoption Through Smart Conversations

Master the power of persuasive communication to accelerate system adoption across your organization. This session offers practical frameworks for influential conversations, effective stakeholder engagement strategies, and proven methods to enhance user acceptance, adoption rates, and ROI.

2:45 pm

|

Ballroom
3:15 pm
Break

3:15 pm

|

3:30 pm
Session
Rocket Fuel for Onboarding: The Actabl Playbook for Customer Excellence.

Discover Actabl’s proven playbook for delivering exceptional customer onboarding experiences. This session reveals actionable strategies, best practices, and tools to accelerate onboarding, enhance client engagement, reduce time-to-value, and establish lasting customer success and satisfaction.

3:30 pm

|

Magnolia
3:30 pm
Workshop
Services as a Product (SaaP™) - How to Accelerate Services Sales & Set Yourself up for Success

Today's customers demand clarity—not vague answers like “it depends.” This workshop introduces the SaaP™ model, turning professional services into clear, pre-packaged offerings with defined scopes, deliverables, and pricing. Learn step-by-step methods for building your SaaP™ portfolio, creating reusable service templates, and empowering your sales team to confidently sell services.

3:30 pm

|

Ballroom
4:15 pm
Session
Operationalizing CX beyond implementation: Turning post GoLive into a growth engine

Customer Experience doesn’t stop at GoLive—it evolves. In this session, uncover how modern PS teams are extending their influence post-implementation to unlock long-term value. Learn how to operationalize CX with success plans, usage insights, and customer education to transform support into strategy. Discover how proactive engagement post-GoLive can reduce churn, drive expansion, and turn delivery teams into growth partners.

4:15 pm

|

Magnolia
4:15 pm
Session
From Implementation to Impact: Using Data to Accelerate Time-to-Value

Data isn't just for dashboards—it's your path to faster outcomes. This session explores how top PS teams are capturing and leveraging delivery insights to reduce time-to-value, forecast project risks, and drive better decision-making across the customer lifecycle.

4:15 pm

|

Ballroom
4:45 pm
Awards Ceremony
Rocketlane Award Ceremony & Closing Session

4:45 pm

|

Ballroom
5:30 pm
Networking Dinner

5:30 pm

|

DAY 2

May 15, Thursday
Time (PST)
TITLE
Speaker
7:30 am
Networking Breakfast
7:30 am

|

9:00 am
Session
Introduction
9:00 am

|

Ballroom

9:10 am
Keynote
Product Keynote
9:10 am

|

Ballroom

9:40 am
Session
Strategic Resource Management to Accelerate Customer Time to Value
9:40 am

|

Ballroom

Under-resourced teams delay outcomes. Overloaded ones burn out. Learn how to optimize your most valuable asset—people—using smarter forecasting, prioritization, and planning. This session will help you staff with confidence and deliver with consistency.

10:10 am
Session
From Start to Success: Mastering the End-to-End Customer Journey to Deliver Unmatched Value
10:10 am

|

Ballroom

The best PS orgs own more than delivery—they shape the entire customer journey. This session reveals how to align every phase from onboarding to expansion, reduce friction, and deliver an experience that drives loyalty and revenue.

10:40 am
Panel Discussion
AI-First Leadership: How Technology is Elevating Middle Managers and Senior Leaders to Think Faster, Work Smarter, and Lead Better.
10:40 am

|

Ballroom

Leadership is changing—fast. Explore how AI is reshaping the role of leaders and empowering teams to make smarter decisions in less time. From productivity boosts to strategic insights, see how tomorrow’s leaders are acting today.

10:40 am
Workshop
Automating a Project
10:40 am

|

Magnolia

11:25 am
Break
11:25 am

|

11:35 am
Session
Session by Siddhant Puri, Head of Growth, Retool
11:35 am

|

Magnolia

11:35 am
Session
From Manual to Modern: How AlayaCare Transformed Professional Services
11:35 am

|

When legacy processes slow you down, reinvention is the only option. Learn how AlayaCare modernized its PS organization—digitizing delivery, streamlining operations, and accelerating time-to-value for customers. A transformation story with lessons for every leader.

12:05 am
Networking Lunch
12:05 am

|

1:00 pm
Session
Rocketlane Product roadmap
1:00 pm

|

Magnolia

1:00 pm
Session
The Domino Effect: Stopping Risk Chain Reactions in Onboarding
1:00 pm

|

Ballroom

Small misses in onboarding can spiral fast. This session teaches you how to identify hidden risk signals early, prevent escalation, and build onboarding processes that are resilient, repeatable, and designed for impact.

1:30 pm
Session
The Power of Story Telling with Data
1:30 pm

|

Ballroom

You’ve got the data. Now, tell the story. Learn how high-performing PS leaders are transforming metrics into narratives that win executive support, drive clarity, and move teams toward aligned action. It’s not about the numbers—it’s about what they mean.

1:30 pm
Session
Building a Professional Services Org Starting at Series A
1:30 pm

|

Magnolia

Gain essential insights into launching and scaling a successful professional services organization from Series A onwards. Learn practical strategies on hiring, structuring teams, aligning service offerings, managing growth, and leveraging early-stage resources to maximize efficiency and profitability.

2:00 pm
Break
2:00 pm

|

2:15 pm
Session
Unveiling the MEDDPIC framework for Professional services leader
2:15 pm

|

Ballroom

2:15 pm
Session
Governance and Financials
2:15 pm

|

Ballroom

2:45 pm
Session by Observe.AI
2:45 pm

|

Ballroom

2:45 pm
Session
How Rocketlane uses Rocketlane
2:45 pm

|

Magnolia

3:15 pm
Closing Session + Refreshments
3:15 pm

|

Ballroom