In today’s services economy, "business as usual" is the greatest risk to your margins. To stay competitive, leaders must bridge the gap between high-level AI potential and ground-level operational execution.

Join us for an immersive, one-day summit that moves past the buzzwords to give you the technical and strategic blueprint for a connected enterprise. This is your opportunity to step away from the screen and engage in the high-level collaboration that only happens in person.

What you’ll take away:

  • The AI Execution Roadmap 
     Transition from AI theory to practical application with insights from industry analysts and early adopters.
  • Predictive Growth Strategies  
    Learn how to use the Spring Release features to forecast demand and protect your margins.
  • The Value Blueprint  
    Gain a clear framework for building a business case for change that aligns your C-suite and accelerates ROI.

Who will be in the room

  • Certinia Executive Leadership Team
  • Industry Experts, Thought Leaders, & Analysts
  • Valued Customers and Partners

Special Guest Speaker:

Dave Hofferberth, SPI Research founder and widely known as the "Father of PSA," will break down exclusive benchmark data to reveal the real drivers of higher margins. Discover why foundational data quality, tech stack integration, and workforce upskilling correlate directly to increased billable utilization and profitability.

Speaker headshot

Registration form

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Who you’ll hear from:

Detailed Agenda:

8:30am
Registration + Breakfast
Fuel up for a day of insights. After you check in at our registration desk, grab a bite, get settled, and start connecting with fellow services leaders before we take the main stage.
9:45am
Main Stage Welcome
Gather with us at the main stage as the Certinia executive team kicks off a great day of learning and connection!
10:00am
Product Roadmap Session
Get an exclusive first look at our upcoming spring release and product roadmap. Discover how Certinia’s latest AI capabilities create a seamlessly unified customer journey across the entire services lifecycle.
10:45am
Break
11:15am
The Intelligence Session: SPI Research
Dave Hofferberth, SPI Research founder and widely known as the “Father of PSA,” will break down exclusive benchmark data to reveal the real drivers of higher margins.
12:00pm
Lunch
1:00pm
The Blueprint for Certainty: How Early Adopters are Leveraging AI to Master the Services Lifecycle
Learn how Certinia early AI adopters, DocuSign, Philips, and 3Cloud are using AI and intelligent automation to shift from reactive management to proactive strategies that optimize resources, protect margins, and drive predictable growth.
1:45pm
Break
2:00pm – 4:00pm
Breakouts
You will get to select your preferred breakout sessions before the event.
 
Partner and Customer Stories
We will be joined by our partners, VFP Consulting, Diabsolut, and OpMentors as well as Certinia customers, Underwriters Laboratories (UL), Further, and ACA Group. They will be sharing their stories on evolving Certinia at scale, value realization, and what happens when your business evolves faster than your technology.
 
Product Deep Dives
Dive into the platform that matters most to your team with dedicated breakout sessions for our Financial Management (FM), Professional Services (PS), and Customer Success (CS) clouds designed to help you drive faster operational results.
 
Extending the Value of Your Certinia Investment via CS Cloud & Services Estimator
Learn a practical framework to maximize your Certinia investment and drive quantifiable business outcomes, like reduced churn and improved bid-to-win ratios, by adopting Customer Success (CS) Cloud and Services Estimator.
 
Building Your Business Case for Change
Walk away with a clear, four-step process to build a compelling financial business case that justifies moving your organization from manual, siloed operations to a unified, scalable platform.
4:00pm
Closing Remarks
4:30- 5:30pm
Reception

Agenda Snapshot

Time Agenda Item
Morning

Arrival, Networking, & Breakfast
Keynote with Special Guest Speaker
Panel Sessions

Afternoon

Lunch
Product Roadmap
Breakout Sessions

Late Afternoon

Closing Remarks
Networking Reception