Silicon Valley CCO Forum (Hosted by Statisfy)
12:00-12:30p: Lunch and Networking
12:30p-2:30p Discussion
Closed Room Session: What's Actually Working with AI in Post-Sale
Every post-sale leader is being asked the same question right now: what is AI actually doing for your team? Most answers are still forming. This session is a chance to compare notes with peers who are further along on some things and behind on others — and to leave with a clearer read on where to place your bets for 2026.
Join an exclusive roundtable with Rod Cherkas, Founder and CEO of HelloCCO and author of the forthcoming The Chief Customer Officer Playbook for the AI Era. Rod's new book was built almost entirely from the field — research with nearly 200 post-sale leaders, dozens of interviews with CCOs and VPs about what they tried and what happened, and months of running the AI in Post-Sale Council. He's coming to keep that same conversation going, in person, with this room.
Why Attend
A closed-room, peer-driven conversation designed for practical insights and real-world collaboration. Attendees will:
Hear what's genuinely working from a leader who has spent the last year collecting patterns across hundreds of post-sale teams
Compare their own AI progress against peers who are solving the same problems
Leave with a clearer view of what to redesign now versus what to wait on
Discussion Themes
Where is AI creating real value? The use cases that have moved past pilot and into production — and the ones that quietly stalled.
Where are teams stuck? The common blockers: data, trust, adoption, unclear ownership, and executives expecting results faster than the work allows.
What are people redesigning now that the constraints have changed? Coverage models, team structures, CSM roles, and metrics that were built for human-limited capacity.
Who Should Attend
Chief Customer Officers, VPs and Directors of Customer Success, and leaders overseeing Renewals, Expansion, and Revenue Operations shaping customer strategy for 2026 and beyond.
About Rod Cherkas
Rod Cherkas is a leading advisor to CEOs, CCOs, and customer-facing leaders. A former post-sale executive at Intuit, RingCentral, Marketo, and Gainsight, he now runs HelloCCO, a consulting firm that helps companies build and scale their customer-facing strategies. He is the author of the bestselling The Chief Customer Officer Playbook and REACH, with his third book, The Chief Customer Officer Playbook for the AI Era, out in September 2026. He also chairs the AI in Post-Sale Council.
🍽️ Lunch will be served
📩 Attendance is by invitation only — please RSVP early to confirm your seat.