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AI-Powered Customer Experience and Operational Excellence
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AI-Powered Customer Experience and Operational Excellence

# CSS Executive Forums
# Santa Clara

Join Us for an Afternoon of Insight, Innovation, and Peer Connection

Executive Roundtables (2:00 – 4:00 PM)

​Engage in intimate, interactive discussions with senior peers tackling today’s most pressing post-sales challenges.

​🔹 Roundtable 1: Operationalizing Customer Value at Scale (primarily for revenue and retention leaders)Discover how leading organizations embed value realization into daily workflows and align cross-functional teams around measurable business outcomes.

​🔹 Roundtable 2: Accelerating Issue Resolution with Knowledge and AI (primarily for customer support leaders)Discover how AI and automation are revolutionizing knowledge management, enabling faster resolutions, and revolutionizing the modern support experience.

Executive Forum (4:00 – 8:00 PM)

4:00 PM | Welcome ReceptionConnect with fellow leaders over refreshments and light bites.

4:30 PM | Opening RemarksShaping the Future of CX with AI Through Community - Omid Razavi (SuccessLab)

4:45 PM | Fireside TalkLeading CSS at ServiceNow with Innovation and AI - Brian Lomeli (ServiceNow)

5:00 PM | Product SpotlightCRM Built for the AI Era - Rohit Batra (ServiceNow)

5:15 PM | Roundtable Insights: Rapidfire TakeawaysHear key learnings from the roundtable discussions

5:30 PM | Keynote: AI and the Future of WorkGeoffrey Moore, renowned strategist and author of Crossing the Chasm and Zone to Win, shares how AI is transforming the way we work, lead, and grow.

6:00 PM | Leadership Exchange: Thriving Amid Scaled ExpectationsElisabeth Zornes (Autodesk), Anisha Sivakumar (Zscaler), Awinash Sinha (Zoom), and Simon Bamberger (BCG), moderated by Dharam Rai (Sonos), will explore how AI and evolving stakeholder expectations are reshaping value delivery—and how leaders can align people, technology, and processes for sustainable growth.

7:00 PM | Peer Exchange DinnerContinue the conversation over a curated dinner with industry peers.

​​Why Attend?

​​Gain valuable insights from industry experts, engage with peers, and leave with actionable strategies to transform your organization with AI.

Media ReleaseBy registering, you consent to the use of event photos and videos in highlights.

Contact SharingWe may share your name, company, and email with sponsors unless you opt out.

Free for approved guests – Space is limited!

​This event is hosted by ServiceNow and organized by SuccessLab in partnership with Valuize and others.

​​👉 Register Now!

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Speakers

Geoffrey Moore
@ Author & Strategist
Elisabeth Zornes
Chief Customer Officer @ Autodesk
Anisha Sivakumar
SVP and COO, R&D @ Zscalr
Brian Lomeli
SVP, Customer Service & Support @ ServiceNow
Rohit Batra
GM & VP Industries @ ServiceNow
Dharam Rai
Vice President, Global Customer Success, Support, and Experience @ Sonos
Awinash Sinha
Chief Digital & Information Officer @ Zoom
Ross Fulton
Founder & CEO @ Valuize
Simon Bamberger
Managing Director and Partner @ BCG
Omid Razavi
Founder @ SuccessLab
Mary Catherine Plunkett
Customer & Product Strategy Executive @ Autodesk
Grazyna Wicik
Director, Business Value Practice @ Red Hat
Brett Austad
Global GTM Leader @ Google
Hamid Haidari
Head of Global Support @ RCG
Avi Karnon
Vice President, Global Support @ Cribl
Geoffrey Moore
Author, Speaker, Advisor @ Geoffrey Moore Consulting, LLC
Rohit Batra
GM and VP, Manufacturing, Telecommunications, Media & Technology @ ServiceNow
Ross Fulton
Founder and CEO @ Valuize
Mary Catherine Plunkett
VP, Customer Success Design @ Autodesk

Agenda

From2:00 PM
To4:00 PM
PDT
Tags:
Roundtable
Workshop: Operationalizing Customer Value at Scale (primarily for revenue and retention leaders)

Discover how leading organizations embed value realization into daily workflows and align cross-functional teams around measurable business outcomes.

+ Read More
Speakers:
user's Avatar
user's Avatar
user's Avatar
From4:00 PM
To4:30 PM
PDT
Tags:
Break
Welcome Reception

Connect with peers over light refreshments.

+ Read More
From4:30 PM
To4:40 PM
PDT
Tags:
Opening / Closing
Opening Remarks

Shaping the Future of CX with AI Through Community - Omid Razavi (SuccessLab)

+ Read More
Speakers:
user's Avatar
From4:45 PM
To5:00 PM+1
PDT
Tags:
Presentation
Product Spotlight

CRM Built for the AI Era — Rohit Batra

+ Read More
Speakers:
user's Avatar
From5:00 PM +1
To5:30 PM+1
PDT
Tags:
Roundtable
Roundtable/Workshop Insights: Rapidfire Takeaways

Hear key learnings from the roundtable/workshop discussions.

+ Read More
Speakers:
user's Avatar
user's Avatar
From5:30 PM +1
To6:00 PM+1
PDT
Tags:
Presentation
Keynote: AI and the Future of Work

Geoffrey Moore, renowned strategist and author of Crossing the Chasm and Zone to Win, shares how AI is transforming the way we work, lead, and grow.

+ Read More
Speakers:
user's Avatar
From6:00 PM +1
To7:00 PM+1
PDT
Tags:
Roundtable
Leadership Exchange: Thriving Amid Scaled Expectations

Elisabeth Zornes (Autodesk), Anisha Sivakumar (Zscaler), Awinash Sinha (Zoom), and Simon Bamberger (BCG), moderated by Dharam Rai (Sonos), will explore how AI and evolving stakeholder expectations are reshaping value delivery—and how leaders can align people, technology, and processes for sustainable growth.

+ Read More
Speakers:
user's Avatar
user's Avatar
user's Avatar
user's Avatar
user's Avatar
From7:00 PM +1
To8:30 PM+1
PDT
Tags:
Break
Peer Exchange Dinner

Keep the conversations going over a relaxed, curated dinner.

+ Read More

Photos (52)

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Partners

Event has finished
October 29, 4:00 PM PST (Event Time Zone)
Location
2225 Lawson Ln, Santa Clara, California, United States
Event has finished
October 29, 4:00 PM PST (Event Time Zone)
Location
2225 Lawson Ln, Santa Clara, California, United States
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