ABOUT       SPEAKERS     SCHEDULE     AWARDS     ACCOMODATIONS     REGISTER

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, examples, recommendations, 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

“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

“Elevate is educational for both newbies as well as the highly experienced. There are very open discussions on new features, what’s working or not in different programs, and I love the strategic and tactical focus shared by my peers.”

Barbara Thomas

Global Customer Advocacy Reference Team Leader, Microsoft

“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

 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

Bryan Stone

Bryan Stone

Commercial Sales and Marketing Engineering Leader, Microsoft

William Toms

William Toms

Vice President Client Success, Rimini Street

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

Mary Ketter

Mary Ketter

Global Customer Reference Manager, JDA Software

Rhett Livengood

Rhett Livengood

Director, Digital Business Enabling at Intel Corporation

Rich Clooke

Rich Clooke

Senior Marketing Manager, Symantec

Helen Feber

Helen Feber

Managing Partner, Referential, Inc.

Howard Tarnoff

Howard Tarnoff

Managing Director, Customer Success LLC

Tony DeLollis

Tony DeLollis

CTO, RO Innovation

Karen Meyer

Karen Meyer

Senior Director Product & Customer Success, Upland Software

Dan Montoya

Dan Montoya

VP of Operations and Professional Services, RO Innovation

Sharon Parsons

Sharon Parsons

Director, Client Implementations, RO Innovation

Nichole Auston

Nichole Auston

Customer Marketing Director, RO Innovation

 SCHEDULE

Wednesday, November 14

 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 Breakout Sessions: Real Life Best Practices & Cool Ways to Use RO Features Series of 15 minute discussions & training on major features, use cases and new functionality. These are presentations and examples directly from your peers on how they are using features & finding success.

Dianne Jolly, Kofax

Trish Borrmann, Fortinet

Tracie Li‐Ilyes, Microsoft

Jack Ferres, Kronos

Mary Ketter, JDA Software

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

Adina Crossley, Apttus

Kalina Bryant, Talkdesk

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

Thursday, November 15

Time Session Description Speaker
7:30-8:30 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, explains how Upland’s program can help you achieve your goals. Karen Meyer, Upland Software
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 the second half of the 2018 winners Jeff Weil, Upland Software

Nichole Auston, RO Innovation

10:30-10:45 BREAK
10:45-12:00 Incorporating Customer Advocacy End-to-End: Customer Lifecycle Benchmarking & Workshop From customer program triage to maturity model assessments, this session has a history of delivering the latest and greatest best practices that becomes a “roll up your sleeves” highly actionable plan you can implement on your program on Friday. Howard Tarnoff, Customer Success LLC
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! Jeff Weil, RO Innovation

Nichole Auston, RO Innovation

1:15-1:45 From Tactical to Strategic: How to Transform Your Customer Advocacy Program Learn how to take your program to the next level from ‘lessons learned’ by Informatica as they repositioned their program to deliver outstanding value. Rob Karel, Informatica
1:45-2:45 Option 1: Speed Networking Network with your RO peers in a fast paced ‘speed dating’ style session. RO Innovation Customers
1:45-2:45 Option 2: RO Feature Help Desk Have a question about a specific RO feature? Want to see a deeper demo? Need a quick update made to your system? Meet with members of the RO staff to get your questions answered Upland RO Innovation Staff
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 3 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

Bryan Stone, Microsoft

Will Toms, Rimini Street

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, Upland Software

 RO SHERPA AWARD

Recognizing the Best of the Best in Customer Advocacy Management

The RO Sherpa 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.

2017 RO SHERPA WINNERS

 These 6 B2B companies with best-in-class customer advocacy programs are leading the way in sales, marketing and customer success in the new B2B buying reality. Winners of these awards demonstrate marketing excellence, business impact and strategic value via the execution of the customer advocacy programs at their companies.

View Winners

ARE YOU NEXT?

The RO Sherpa Awards bestow the highest honor on organizations, large and small, 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!

Nominations are now closed.  Stay tuned for the 2018 award winners announcement.  

REGISTER

EARLY BIRD VIP

$299

 Ends Sep 10, 2018

GROUP PACKAGE

$598

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

Early Bird Pricing Ends September 10, 2018

REGULAR PRICE

$399

Seriously though…NO ONE likes to pay full price!

ACCOMMODATIONS

Doubletree by Hilton San Jose

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

Please visit the Elevate Information Page for more event information.

For more information please contact roelevate@roinnovation.com.

EVENT COUNTDOWN

Day(s)

:

Hour(s)

:

Minute(s)

:

Second(s)

Top