1 COL BANNER
A conversation with Salesforce, Spaulding Ridge, and Certinia.
Panel & Reception with:
1 COL BANNER
A conversation with Salesforce, Spaulding Ridge, and Certinia.
Panel & Reception with:
Live Webinar Series
See what new features are available in Professional Services, Customer Success and Financial Management products.
Wednesday, August 26, 2026 | 11:00 a.m. ET - 2:00 p.m. ET
Panel & Reception with:
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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:
| 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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Convert sales to delivery fast
Work from one shared record
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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
Take your services business to the next level
Join our product management team for one or all of our Summer 2026 Release webinars! Get an exclusive first look at the brand-new features and powerful improvements the team has delivered to make your day-to-day work more predictable, boost your profitability, and deliver outstanding results to your customers with certainty.
What’s new in CS Cloud
Skip the tab-switching and slide building. Our conversational CS Assistant Agent acts as a digital teammate to prioritize workloads, proactively mitigate risks, and draft talk tracks for meeting prep. This frees your team for high-value client relationships while AI spots hidden upsell signals in account activity. Lastly, discover how we fast-track time to value with ready-to-use reporting packs and rolled-up views for enterprise accounts.
Live webinar | August 26 at 11:00 a.m. ET
What’s new in PS Cloud
Eliminate spreadsheets and guesswork. Certinia Professional Services gets smarter with intelligent reallocation suggestions, CV-to-skills profiling, and streamlined scheduling to staff the right people faster. Your Project Assistant Agent helps assess task impact and reassign work as plans shift, while richer Gantt controls and generative project summaries keep delivery on track. Plus, gain a full, accurate picture of project profitability with dated cost rates, non-resource direct cost capture, and more complete revenue forecasting to deliver smarter and grow stronger.
Live webinar | August 26 at 12:00 p.m. ET
What’s new in FM Cloud
Drive efficient growth with automated workflows that simplify core financial processes. Beyond automated account visibility, eliminate manual click fatigue in your supply chain with a streamlined Order & Inventory Management interface to split sales orders and allocate lines directly from a single Lightning screen. An enhanced prepaid expenses UI lets you visualize, review, and amend expected multi-month journals from a single view before they are officially generated. Finally, automated cross-product bill reversals seamlessly sync records and create an audit trail between PSA and Core Accounting, turning daily maintenance into an agile, error-resistant operation.
Live webinar | August 26 at 1:15 p.m. ET
Turn financial data into actionable customer insights.
Job title, Company name
Job title, Company name
Job title, Company name
Job title, Company name
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Firstname Surname
Job title, Company name
What you’ll learn
Join our product management team for our Summer 2026 Release webinar series! Get an exclusive first look at the brand-new features and powerful improvements the team has delivered to make your day-to-day work more predictable, boost your profitability, and deliver outstanding results to your customers with certainty.
1 COL BANNER
A conversation with Salesforce, Spaulding Ridge, and Certinia.
Skip the tab-switching and slide building. Our conversational CS Assistant Agent acts as a digital teammate to prioritize workloads, proactively mitigate risks, and draft talk tracks for meeting prep. This frees your team for high-value client relationships while AI spots hidden upsell signals in account activity. Lastly, discover how we fast-track time to value with ready-to-use reporting packs and rolled-up views for enterprise accounts.
Eliminate spreadsheets and guesswork. Certinia Professional Services gets smarter with intelligent reallocation suggestions, CV-to-skills profiling, and streamlined scheduling to staff the right people faster. Your Project Assistant Agent helps assess task impact and reassign work as plans shift, while richer Gantt controls and generative project summaries keep delivery on track. Plus, gain a full, accurate picture of project profitability with dated cost rates, non-resource direct cost capture, and more complete revenue forecasting to deliver smarter and grow stronger.
Drive efficient growth with automated workflows that simplify core financial processes. Beyond automated account visibility, eliminate manual click fatigue in your supply chain with a streamlined Order & Inventory Management interface to split sales orders and allocate lines directly from a single Lightning screen. An enhanced prepaid expenses UI lets you visualize, review, and amend expected multi-month journals from a single view before they are officially generated. Finally, automated cross-product bill reversals seamlessly sync records and create an audit trail between PSA and Core Accounting, turning daily maintenance into an agile, error-resistant operation.
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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Sarah Jenkins, Company
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
“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
Next stop: AppExchange to explore Certinia PS Cloud’s capabilities and setup.
Next stop: AppExchange to explore Certinia PS Cloud’s capabilities and setup.
Next stop: AppExchange to explore Certinia PS Cloud’s capabilities and setup.
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