CustomerX 2026 Roadshow | San Francisco Bay Area
IN-PERSON
(Event Time Zone)

CustomerX 2026 Roadshow | San Francisco Bay Area

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

From9:00 AM
To9:30 AM
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Break
Welcome & Coffee
From9:30 AM
To10:30 AM
PDT
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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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From10:30 AM
To12:00 PM
PDT
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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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From12:00 PM
To1:00 PM
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Break
Lunch
From1:00 PM
To1:30 PM
PDT
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1:1 networking
Afternoon Arrivals
From1:30 PM
To3:00 PM
PDT
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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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From3:30 PM
To5:00 PM+1
PDT
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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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From5:00 PM +1
To6:00 PM+1
PDT
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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
May 07, 9:00 AM PDT (Event Time Zone)
Location
Allied Arts Guild, 75 Arbor Road at Cambridge Avenue, Menlo Park, CA, USA
Organized by
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CustomerX Pros
Event has finished
May 07, 9:00 AM PDT (Event Time Zone)
Location
Allied Arts Guild, 75 Arbor Road at Cambridge Avenue, Menlo Park, CA, USA
Organized by
user's Avatar
CustomerX Pros
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