The Real Cost of Staying Put
Pinpoint exactly where legacy stagnation compromises your team’s time, project delivery, and overall profitability.
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Transforming Success: Real-World Strategies
for
Services Excellence in the AI Era
A conversation with Salesforce, Spaulding Ridge, and Certinia.
Tuesday, July 22
4:00 – 7:00 PM
Panel & Reception with:
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Transforming Success: Real-World Strategies
for
Services Excellence in the AI Era
A conversation with Salesforce, Spaulding Ridge, and Certinia.
Tuesday, July 22
4:00 – 7:00 PM
Panel & Reception with:
Live Webinar
Beyond the Pivot: How to Future-Proof Your Services Business (Before You Have To)
Stop absorbing the cost of inefficient systems. Learn how to secure your margins and forecast with certainty.
Wednesday, July 29, 2026 | 11am ET | 4 pm BST
Panel & Reception with:
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March 12, 2026
10am CT | 4pm GMT
Trusted by over 1400 customers
Subheading here transform your services and customer success organizations
Join industry leaders from Salesforce, Spaulding Ridge, and Certinia for a deep-dive conversation into the strategies reshaping service delivery and customer success.
Panel & Reception with:
Agenda
| Time | Agenda Item | Other (Delete column if not needed) |
|---|---|---|
| 11:45am- 1:00pm |
Registration & Networking Lunch |
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| 1:15pm - 1:30pm |
Welcome and Introductions |
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| 1:30pm - 2:00pm |
Keynote: Transforming Success in the AI Era |
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| 2:00pm - 2:30pm |
Customer Story |
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| 2:30pm - 2:45pm |
Panel Discussion |
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| 2:45pm - 3:15pm |
AI in Services: Enhancing Customer Experiences |
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| 3:15pm - 4:00pm |
Networking Reception |
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| 3:15pm - 4:00pm |
Closing Remarks |
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Info Cards
Sales & services on one platform
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Convert sales to delivery fast
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Work from one shared record
Sales & services on one platform
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Sales & services on one platform
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24
Currencies
across 40+
countries in a single view
10x
Increase in
projects
managed simultaneously
1 Click
Reporting
in seconds,
not hours
1 Click
Reporting
in seconds,
not hours
You don’t want to miss this
Running a Professional Services Organization on a legacy platform is no longer just inconvenient, it's actively draining your margins. We’re cutting through the fluff to address the three biggest operational headaches holding you back.
Uncover the Cost of Inaction
Sticking with a system at a strategic crossroads isn't safe; it's expensive. Discover how outdated tech directly hurts your forecast accuracy and erodes your margins.
Stop Wasting Expert Talent
Your best people shouldn't be manual data administrators. Learn how to shift their time away from busywork and back to high-value client judgment.
Find an AI-Forward Partner
See what a truly committed partner looks like when Professional Services Automation (PSA) is their core focus, ensuring your long-term operational certainty.
Certinia PS Cloud
Turn financial data into actionable customer insights.
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Meet Our Speakers w/o Bio
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Meet Our Speakers
Valmik Shah
Senior Value Advisor, Certinia
Valmik collaborates with services organizations to uncover hidden operational inefficiencies, build robust business cases, and maximize ROI through strategic platform adoption.
Connect on Linkedin
Tarun Sharma
Managing Director, Accordion
Tarun is a Managing Director on Accordion’s CFO Technology team, with more than two decades of experience leading large-scale digital transformation, customer success, account expansions, operations, and multi-cloud delivery programs for global enterprises.
Connect on Linkedin
Adam Rosenfield
Director, Accordion
Adam Rosenfield is a Director within Accordion’s CFO Technology – US Salesforce & Certinia Practice. He is a senior trusted advisor with over 26 years of experience in enterprise consulting, business strategy, and systems optimization.
Connect on Linkedin
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Job title, Company name
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Connect on Linkedin
Register for our FREE webinar now!
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Wednesday, 12 May 2025
2pm
Salesforce Tower, Ohana Floor (56th floor), 333 W Wolf Point Plaza, Chicago, IL
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What you’ll learn
Join Valmik Shah, Certinia’s Senior Value Advisor, for a candid, podcast-style conversation with Adam Rosenfield and Tarun Sharma from Accordion: a customer who has lived this exact transition firsthand, and the systems integrator who has guided this same transition for organizations like theirs.
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What you’ll learn
A conversation with Salesforce, Spaulding Ridge, and Certinia.
The Reality of Making the Switch
Get an insider look at Accordion's decision-making process, how the transition was actually built, and what operational life looks like now.
Practical AI Implementation
See where Artificial Intelligence quietly takes over repetitive tasks, freeing your team to drive actual client value.
Register for our FREE webinar now!
We’ll be discussing lorem ipsum dolor sit amet, consectetur adipiscing elit.
We’ll be discussing lorem ipsum dolor sit amet, consectetur adipiscing elit. Aenean nec urna at augue congue interdum. Fusce eu hendrerit nunc, a scelerisque tortor.
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Thank you to our sponsors
2 Cols Testimonials
Certinia PS Cloud acts as a bridge that fills the gap between Sales and Services. For example, opportunity data now directly drives resourcing plans, forecasted revenue, and project creation—no more manual handovers or duplicate entries.
Technical Solutions Manager
Certinia PS Cloud acts as a bridge that fills the gap between Sales and Services. For example, opportunity data now directly drives resourcing plans, forecasted revenue, and project creation—no more manual handovers or duplicate entries.
Technical Solutions Manager
3 Cols Testimonials
“Certinia PS Cloud acts as a bridge that fills the gap between Sales and Services. For example, opportunity data now directly drives resourcing plans, forecasted revenue, and project creation—no more manual handovers or duplicate entries.”
Technical Solutions Manager
“Certinia PS Cloud acts as a bridge that fills the gap between Sales and Services. For example, opportunity data now directly drives resourcing plans, forecasted revenue, and project creation—no more manual handovers or duplicate entries.”
Technical Solutions Manager
“Certinia PS Cloud acts as a bridge that fills the gap between Sales and Services. For example, opportunity data now directly drives resourcing plans, forecasted revenue, and project creation—no more manual handovers or duplicate entries.”
Technical Solutions Manager
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Next stop: AppExchange to explore Certinia PS Cloud’s capabilities and setup.
Certinia Professional Services Cloud | AppExchange
Next stop: AppExchange to explore Certinia PS Cloud’s capabilities and setup.