CustomerX 2026 Roadshow | San Francisco Bay Area

IN-PERSON

9:00 AM - 5:00 PM PDT

(Event time zone)

May 7, 2026

CustomerX 2026 Roadshow | San Francisco Bay Area

Name: CustomerX%202026%20Roadshow%20%7C%20San%20Francisco%20Bay%20Area
Start: 2026-05-07T16:00:00.000Z
End: 2026-05-08T00:00:00.000Z
Location: Allied Arts Guild

Note: This event has been extended to a full-day format to allow for additional participants, however if you registered for the half day you are welcome to join at the original time for an afternoon of hands on AI for CMA pros!

Putting AI to Work: The Customer Marketer's Playbook for a Smarter Program

Sponsored by SlapFive and Referential

The CustomerX 2026 Roadshow is coming to the SF Bay Area!

For almost ten years, CustomerXCon has brought the customer marketing and advocacy community together to advance the profession. In 2026 we're evolving to a regional format. Smaller rooms, more senior practitioners, and an agenda built for people who are past the curiosity stage and ready to get specific about where AI fits in their CMA program.

The day brings together a curated group of senior level practitioners to hear where we see the state of CMA, a leadership panel on Putting AI to Work for CMA: Navigating the Challenges of AI While Keeping Humans in the Loop, followed by small group workshops where you'll map out actionable AI workflows for your specific team, tools, and budget. You'll leave with a plan you can bring back to your team on Monday and a cohort of senior peers who are navigating the same challenges at the same level.

And it wouldn’t be CustomerX without a lively networking cocktail hour to follow!

Seats are limited. Register now.

Location: Allied Arts Guild | 75 Arbor Road at Cambridge Avenue, Menlo Park, CA

Speakers

Jeff Ernst

CEO @ SlapFive

Emily Feber

CEO @ Referential, Inc.

Jennifer Doyon

Customer Marketing and Advocacy Strategist, Principal @ Referential, Inc.

Marianna Levyash

Head of Customer Advocacy @ RingCentral

James Lustenader

Director, Customer Marketing @ Planview

Marius Ciortea

Chief Community Officer @ Higher Logic

Elisabeth Catuogno

Senior Vice President, CMA Strategy @ SlapFive

Agenda

9:00 AM

9:30 AM

PDT

Break

Welcome & Coffee

9:30 AM

10:30 AM

PDT

Keynote

The State of AI in CMA: Where Smart Programs are Headed in 2026

Wondering how to meet the AI ball where it's being kicked when it seems like new tools and possibilities are coming on the scene every day? These exciting perspectives from SlapFive and Referential on the potential and power of AI to transform how we approach customer programs, communities, and all aspects of CMA will help you do just that.

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10:30 AM

12:00 PM

PDT

Panel Discussion

Leadership Panel: Human-in-the-loop AI for CMA Programs

In 2026, the conversation moves past whether to use AI and focuses on how. Leadership panelists share real experiences navigating the decisions, trade-offs, and stakeholder dynamics involved in bringing AI into a customer marketing program. Discussion themes go beyond gen-AI and include where AI is actually moving the needle today, use cases that are working and ones that aren't, managing stakeholders and building the internal case, workflow changes and what implementation really takes, and elevating the human connection at the center of customer relationships.

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12:00 PM

1:00 PM

PDT

Break

Lunch

1:00 PM

1:30 PM

PDT

1:1 networking

Afternoon Arrivals

1:30 PM

3:00 PM

PDT

Breakout Session

Workshop: Building AI Workflows for CMA Programs

Small groups organized by interests expressed during registration, facilitated by our experts, to design real-world AI workflows for your program requirements using the tools you already have. Go back to your team with a challenge solved and a workflow ready to deploy!

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3:30 PM

5:00 PM+1

PDT

Presentation

Present-backs: Showing off what we built + Q&A

Facilitated by a SlapFive expert, groups share what their challenges were, what tools they have available and how they solved it with an AI workflow. Expect lively discussion and Q&A!

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5:00 PM +1

6:00 PM+1

PDT

Break

Happy Hour & Networking on the Terrace

Sip, snack, chat, and enjoy the Allied Arts Guild's beautiful grounds and artist studios.

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Event has finished

9:00 AM - 5:00 PM PDT (Event time zone)

May 7, 2026

Location

Allied Arts Guild, 75 Arbor Road at Cambridge Avenue, Menlo Park, CA, USA

Organized by

CustomerX Pros

Event has finished

9:00 AM - 5:00 PM PDT (Event time zone)

May 7, 2026

Location

Allied Arts Guild, 75 Arbor Road at Cambridge Avenue, Menlo Park, CA, USA

Organized by

CustomerX Pros