Monday, October 21

(Meeting for CAB members only)

5:30 pm - 8:00 pm | Welcome reception at the Windsor Court

‍Join us in the library and Palm Court rooms to connect with peers and treat your tastebuds to delicious drinks and appetizers while soaking up some New Orleans charm.

• 11:00 am - 4:00 pm | Customer Advisory Board
  (Meeting for CAB members only)
  ‍
• 5:30 pm - 8:00 pm | Welcome reception at the Windsor Court
  ‍Join us in the library and Palm Court rooms to connect with peers and treat your tastebuds to delicious drinks and appetizers while soaking up some New Orleans charm.

• 11:00 am - 4:00 pm | Customer Advisory Board
  (Meeting for CAB members only)
  ‍
• 5:30 pm - 8:00 pm | Welcome reception at the Windsor Court
  ‍Join us in the library and Palm Court rooms to connect with peers and treat your tastebuds to delicious drinks and appetizers while soaking up some New Orleans charm.

Tuesday, October 22

10:15 am | Break

Start here: Foundational frameworks for social success
GALLERY C

Explore the crucial role of social selling in building new business with Head of Compliance Bill Simpson. Learn how to align user and content goals, combat resource constraints, and tackle common compliance challenges. Feel confident about overcoming initial inertia and equipping your field for social selling success in this interactive session!

Mastering digital presence: What customers want (and how to deliver)
GALLERY A
‍
Building an ideal digital customer journey means being present, accurate, and engaging across every touchpoint. Led by Senior Product Marketing Manager Trent Ruffolo, this session highlights key themes and takeaways from Yext’s 2024 Digital Presence Report. Discover how key brand trust factors like listings and reviews impact everything from search visibility to customer decision-making—and learn actionable ways to optimize brand discoverability, engagement, and reputation management.

Drive, engage, diversify: Next-level social optimization
‍GALLERY A
‍
What are the hallmarks of a successful social selling program? Strong field adoption, consistent content engagement, and strategic program diversity. In this session with Head of Content Erica Spelman, learn how to uplevel your firm’s social selling efforts by analyzing and optimizing your content strategy, driving greater program engagement.

Think Tank: Using KPIs to define success
‍GALLERY C
‍
Learn in real-time from fellow attendees! Join this expert-led group discussion to benchmark how different leaders measure program success. Share and compare your program’s experience with others, and get one-of-a-kind insight from peers on KPI best practices, proven strategies, opportunities for improvement, and trial-and-error learnings.

1:45 pm | Break

Acronyms for success: UMM + EMV = social ROI
‍GALLERY A
‍
Once your social program is humming along, how do you assess its performance? And more importantly, how do you spot opportunities for improvement? In this session, Head of Digital Transformation Amanda Peitz explains exactly how to measure and evaluate success based on user behavior and tangible business value generated by social selling.

Raising the bar: Getting to gold with Hearsay Social and Relate
‍GALLERY C
‍
What does it take to run a gold-standard program for Hearsay Social or Relate? In this workshop, Customer Success Principal Michele Bateman will lead attendees through a comprehensive program analysis to review key features and workflows adopted by our most successful customers. Evaluate your program and identify opportunities to fully utilize the many Hearsay resources at your disposal.

3:30 pm - 5:00 pm | [Optional] 1:1 Strategy sessions

5:30 pm | Networking activity

‍Meet in the lobby to walk to Toulouse Terrace, 541 Decatur St.

8:30 pm | Activity concludes

Wednesday, October 23

Departures