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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

Matt Young

Matt Young

Senior Program Director, Sales & Marketing, IBM

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

Kalina Bryant

Kalina Bryant

Sr. Manager, Customer Marketing, Talkdesk

Rich Clooke

Rich Clooke

Senior Marketing Manager, Symantec

Helen Feber

Helen Feber

Managing Partner, Referential, Inc.

Marie Ross

Marie Ross

Founding Partner, Next Level Customer Marketing

Kristen Hofstede

Kristen Hofstede

Senior Marketing Manager, Symantec

Rhett Livengood

Rhett Livengood

Director, Digital Business Enabling at Intel Corporation

Dan Montoya

Dan Montoya

VP of Operations and Professional Services, RO Innovation

Tony DeLollis

Tony DeLollis

CTO, RO Innovation

Sharon Parsons

Sharon Parsons

Director, Client Implementations, RO Innovation

Ian Levine

Ian Levine

CSO, RO Innovation

Nichole Auston

Nichole Auston

Customer Marketing Director, RO Innovation

 SCHEDULE

Wednesday, November 14

 Time Session Description Speaker
7:30-9:00 Breakfast & Check-In
9:00-9:30 Opening Keynote Jim Mooney, CEO & Founder of RO Innovation, kicks off the third annual RO Elevate Customer Summit with his wisdom, data and stories, and vision for the future of this industry. Jim Mooney, CEO, RO Innovation
9:30-10:15 Customer Advocacy Keynote SHHH…this is a secret we can’t reveal just yet! But this exciting and super experienced industry speaker can’t wait to share their strategies, research and more! You can expect the absolute latest research into Customer Advocacy trends and best practices. TBA
10:15-10:30 RO Sherpa Awards Presentation of RO Sherpa Awards to two of the 2018 winners. Nichole Auston, Marketing Director, RO Innovation
10:30-10:45 BREAK
10:45-12:00 RO Innovation Training A tool is only as useful as you make it. In this session, you will focus on optimizing your existing platform and positioning your advocacy content in the right place at the right time throughout the customer’s journey. Dan Montoya, VP of Customer Success, RO Innovation Sharon Parsons, Director Client Implementations, RO Innovation
12:00-1:00 LUNCH (Internal Note: Networking Based Topic Tables)
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. RO Innovation Customers
[Optional] 1:1 Workbench with RO Staff Have questions? Want additional training? Wish you could have a small update made on the spot to your system? Come visit 1:1 with our RO Services Team and get it done! RO Innovation Services Team
3:00-3:20 BREAK
3:20-3:30 Sherpa Awards Presentation of RO Sherpa Awards to two of the 2018 winners. Nichole Auston, Marketing Director, 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, VP of Customer Success, RO Innovation Tony DeLollis, Chief Technology Officer, RO Innovation Panel of RO Innovation Customers
4:30-5:00 Elevating the Customer Advocacy Profession Customer Advocacy deserves a seat at the table. But how do you get there? RO Innovation’s CSO, Ian Levine, discusses social media strategies for elevating your personal brand and the power of lifting the value of Customer Advocacy Programs across this industry as a whole. Ian Levine, Chief Sales Officer, RO Innovation
5:30-8 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. Location TBA

Thursday, November 15

Time Session Description Speaker
7:30-8:30 BREAKFAST & CHECK IN
8:30-9:00 Customer Advocacy Keynote SHHH…this is a secret we can’t reveal just yet! But this exciting and super experienced industry speaker can’t wait to share their strategies, research and more! You can expect the absolute latest research into Customer Advocacy trends and best practices. TBA
9:00-9:15 Sherpa Awards Presentation of RO Sherpa Awards to two of the 2018 winners. Nichole Auston, Marketing Director, RO Innovation
9:15-10:00 RO Product Vision RO Elevate may be a user conference, but when it comes to product developments, our customer’s ideas are the star! That’s why last year’s RO Product Vision was one of the most popular, highest-rated sessions at Elevate 2017. This year, we’re back with our Chief Technology Officer, Tony DeLollis. We’ve been working on some exciting stuff, and you won’t want to miss this session. Tony
10:00-10:15 BREAK
10:15-10:45 Industry Benchmarks & Strategy From Customer Program Triage to Maturity Model Assessments, this session has a history of delivering the latest and greatest research in tandem with an program assessment format that is highly actionable for your program. Marie Ross & Kristen Hofstede, Next Level Customer Marketing
10:45-12:00 Program Workshops Based on results from your assessment, you will participate in a ‘roll up your sleeves’ workshop with the appropriate group of your peers. Marie Ross & Kristen Hofstede, Next Level Customer Marketing
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, Marketing Director, RO Innovation
1:15-2:00 Customer Best Practices Breakout Sessions Previous Elevate attendees will tell you one of the most valuable parts of the conference is learning best practices, strategies and results from your peers that you can use to better your own program. In this series of 15-minute breakout sessions, you’ll get the real life stories, examples and metrics from your peers. Don’t be surprised if you walk away with about 10 pages worth of notes! RO Innovation Customers
2:00-2:45 Speed Networking Network with your RO peers in a fast paced ‘speed dating’ style session. RO Innovation Customers
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. RO Innovation Customers
4:00-4:15 Closing Remarks Jim Mooney, CEO & Founder of RO Innovation, caps off the third annual RO Elevate Customer Summit with his biggest takeaways and advice as you head back to the office. Jim Mooney, CEO, RO Innovation

 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!

Applications for the 2018 Sherpa Awards are open!

Apply Now

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.

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