in-person Agenda

Hayes Mansion, sAN JOSE
Day 1
May 21th, Tuesday
TIME (PST)
TITLE
SPEAKER
7:30 am
Registration and Breakfast
Registration and Breakfast
90 mins

Join us bright and early for attendee registration and a delicious breakfast to fuel up before the event kicks off!

9:00 am
Welcome Note
Welcome Note
15 mins

Start the day with a warm welcome as we set the stage for an engaging and insightful event ahead.

9:15 am
Keynote
5 emerging trends shaping the future of the post sale function
30 mins

In today's rapidly evolving business landscape, the post-sale function is undergoing significant transformation driven by emerging trends. This session delved into five key trends that are shaping the future of post-sale operations and strategies:

9:45 am
Session
Codifying your playbooks for consistent project deliveries
30 mins

Ensuring consistent project deliveries is paramount for organizational success. This session focused on the importance of codifying playbooks and standardizing processes to achieve reliable and repeatable outcomes across projects.

10:15 am
Session
The ultimate checklist to launch a service
30 mins

Launching a new service requires meticulous planning, coordination, and attention to detail to ensure a successful rollout. This session provided attendees with the ultimate checklist encompassing key steps and considerations for a smooth service launch.

10:45 am
Break
Break
15 mins

11:00 am
Panel
Evolution of a PS Leader: How goals, asks, and challenges change across business stages
45 mins

The journey of a professional services (PS) leader is marked by a series of transitions as their organization progresses through different stages of growth and ownership. This session explored how the goals, expectations, and challenges evolve for PS leaders as they navigate the trajectory from startup to scale-up, pre-IPO, IPO, and back to private or private equity (PE) ownership.

11:45 am
Session
How to maximize outcome from your PS tool
30 mins

Professional services (PS) tools play a pivotal role in streamlining operations, enhancing productivity, and delivering value to clients. This session focused on strategies to maximize outcomes from PS tools, enabling organizations to leverage technology effectively and drive business success.

12:15 pm
Session
Scaling and evolving the PS function
30 mins

Scaling and evolving the professional services (PS) function is crucial for organizations seeking to adapt to changing market dynamics, accommodate growth, and deliver exceptional value to clients. This session delved into strategies for effectively scaling and evolving the PS function to meet evolving business needs.

12:45 pm
Lunch
Lunch
60 mins

Recharge with a delicious lunch and connect with fellow attendees in engaging networking activities during the midday break!

01:45 pm
Fireside Chat
Designing and launching recurring services
30 mins

Designing and launching recurring services is a strategic initiative for organizations seeking to establish predictable revenue streams, foster long-term customer relationships, and drive business growth. This session explored the key considerations and best practices for effectively designing and launching recurring services.

02:15 pm
Panel
Setting the vision and charter for your PS team
30 mins

In this insightful session, attendees delve into the crucial process of defining the vision and charter for their Professional Services (PS) team. Led by experienced industry leader, Aaron Thompson, the session will provide valuable guidance and practical strategies to help organizations establish a clear direction and purpose for their PS initiatives.

02:45 pm
Break
Break
15 mins

03:00 pm
Panel
Aligning forces: The synergy between professional services and finance
45 mins

In this session, we'll explore the dynamic partnership between Professional Services (PS) and Finance departments within organizations. The collaboration between these two critical functions is becoming increasingly vital in driving business success and achieving strategic objectives.

03:30 pm
Panel
Journey to value-driven Implementations
30 mins

Deepak and Phil from Observe.ai will share their journey of refocusing on expediting value delivery as the primary focus for their implementations. Attendees will gain valuable insights into the motivations behind this strategic shift and learn how Observe.AI successfully executed this change across their teams.

04:00 pm
Session
UX of delivery: Unlock the service experience
30 mins

The UX of Delivery is a critical aspect of success for PS organizations, impacting client satisfaction, reputation, employee engagement, and competitiveness. By prioritizing client-centricity, continuous improvement, and innovation, PS organizations can elevate the overall client experience, drive business growth, and thrive in today's competitive landscape.

04:30 pm
Awards Ceremony
The Golden Comet Awards
60 mins

Step into the spotlight at The Golden Comet Awards, where we shine a light on the brightest stars in customer onboarding and professional services. Prepare to be inspired and uplifted as we recognize and honor exceptional individuals and teams for their remarkable contributions.

05:00 pm
Networking Happy Hour
Networking and Dinner
75 mins

Indulge in delectable culinary delights, mingle with industry peers, and raise a toast to new connections during our dedicated time slot for food, networking, and drinks. It's the perfect opportunity to unwind, connect, and forge meaningful relationships in a relaxed atmosphere.