April 
15
, 
2025
How CCOs & VPs of Customer Success Can Be Incredible in the Boardroom

Michael Lee

Founder, Culture Plus

I'm passionate about music and cooking. Also my dog is named after a superhero.

All Day

Attendee Arrivals

Stop by to pick up your event materials and enjoy a chair massage.

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Equinox Golf Resort & Spa

Where does the Summit take place?

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The Summit takes place at The Equinox, a Luxury Collection Golf Resort & Spa, Vermont, established in 1769.

All Day

Attendee Arrivals

Stop by to pick up your event materials and enjoy a chair massage.

  • List Item 1

Equinox Golf Resort & Spa

Beer & Cheese Chat

1:00 PM - 5:00 pm

Join us in the Falcon Bar before and after your activity to taste the region's craft brews and local cheeses. This will be a casual lounge for you to come and go as you please.

Michael Lee

Founder, Culture Plus

I'm passionate about music and cooking. Also my dog is named after a superhero.

Silicon Valley Bank
Silicon Valley Bank
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How CCOs & VPs of Customer Success Can Be Incredible in the Boardroom
Tuesday
, 
April 
15
, 
2025
2:00pm
 - 
3:00pm 
PDT
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Presenting customer success to your company's board is hard — but Catalyst, together with Accel,  Silicon Valley Bank, and Primary are excited to show you how you can be awesome in the boardroom.


Recent massive IPOs from Snowflake, Freshworks, Slack, and others, show that if you hyperfocus on customer success and empowering your customers, your NDR and company revenue will grow considerably, leading to an extremely high valuation.


It's this realization that has given CS leaders a more prominent seat at the table—presenting to board members everything they can about customer stories, renewals, expansions, product adoption, and more.

But with this new attention comes increased pressure for CS leaders to not only hit important business goals, but also to present their function masterfully at every board meeting.


On October 14th, join Edward Chiu (Co-founder & CEO of Catalyst), and Vas Natarajan (Partner at Accel), Cassie Young (Operating Partner at Primary), and other CS leaders in attendance, as they show you everything you need to know about presenting customer success in the boardroom in a way that will blow your board away.


What You'll Learn:

• Critical metrics board members want to see, and how to accurately report them
• Metrics board members do NOT care about/want to see
• How to craft an overall customer story that will resonate with the board

• Strategies and resources to help you create an impactful and actionable slide deck
• Questions board members will want addressed and how to answer them masterfully


REGISTER TODAY to join us for this much-anticipated virtual event via Zoom.

 

Questions? 

Please email Courtney McClintock at cmcclint@svb.com. 

Registration is required to participate and receive link to the virtual event via Zoom.

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This event is invite only. Invitations are non-transferable. 

Empathy Banks Here: SVB is here to help. For additional information on resources available to you and your community during the COVID-19 pandemic, please visit https://www.svb.com/covid-relief


Review our event entertainment code of conduct.
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Wednesday
, 
April 
22
, 
2020
2:00pm
 – 
3:00pm 
PDT

Agenda

August 30
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August 31
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September 1
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September 3
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February 11th

8:15 AM

Check-in & Breakfast 

Stop by to pick up your event materials and enjoy a chair massage.

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Equinox Golf Resort & Spa

8:30 AM

Presentations

Stop by to pick up your event materials and enjoy a chair massage.

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Great Room

9:30 AM

Q&A / Networking 

Families & guests encouraged to attend. Arrive on time for the Master Falconer Experience.
There will be a supervised children's activity at the reception.

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Rockwell Courtyard

10:00 AM

Event End

Stop by to pick up your event materials and enjoy a chair massage.

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Equinox Golf Resort & Spa

August 31

All Day

Attendee Arrivals

Stop by to pick up your event materials and enjoy a chair massage.

  • List Item 1

Equinox Golf Resort & Spa

2:00 – 6:30 PM

SVB Registration Desk

Stop by to pick up your event materials and enjoy a chair massage.

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Great Room

6:00 – 10:00 PM

Welcome Reception

Families & guests encouraged to attend. Arrive on time for the Master Falconer Experience.
There will be a supervised children's activity at the reception.

  • List Item 1

Rockwell Courtyard

Speakers

Michael Lee

Founder, Culture Plus

Michael Lee is the Founder and CEO of the Culture Plus brand. Michael comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Eve McCormick

Partner & COO, Taconic

Eve McCormick is the Partner & COO of the Taconic brand. Eve comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Karla Proskauer

CFO & CCO, BVA Compliance Corp

Karla Proskauer is the CFO & CCO of the BVA Compliance Corp brand. Karla comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Patrick Fields

President, Century 53

Patrick Fields is the President of the Century 53 brand. Patrick comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Natalie Smith

President, Landmark Place

Patrick Fields is the President of the Landmark Place brand. Natalie comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Michael Lee

Founder, Culture Plus

Michael Lee is the Founder and CEO of the Culture Plus brand. Michael comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Sponsors

Featured Speakers

Edward Chiu

CEO and Co-founder, Catalyst

Edward Chiu is the CEO and Co-founder of Catalyst, an intuitive and flexible Customer Success Platform built by CS Leaders for CS teams. Through his leadership, Catalyst is helping the fastest growing brands drive retention and growth by giving them a clear line of sight into customer health. Catalyst has raised over $40M in venture funding from leading enterprise SaaS investors including Accel, True Ventures, Spark Capital, and Work-Bench. Previously, Edward built and led the customer success team at DigitalOcean, helping the company grow to $100M+ in revenue and 1M+ customers.

Vas Natarajan

Partner, Accel

Vas Natarajan joined Accel in 2010, and as a partner focuses on early-stage companies in the data infrastructure, API, and enterprise software spaces.


He led investments and sits on the boards of data platform companies like Segment and Radar; collaboration software companies like InVision, Ironclad, Blameless, Frame.io and Deepnote; and workflow automation companies like Catalyst, Transcend and atSpoke. He also spearheaded the firm's investments in VSCO (a mobile photography platform), Deepmap (HD mapping for autonomous vehicles), Skydio (autonomous drones), Propeller Aero (photogrammetry analytics) and Trace Data (a data observability platform).


Vas is active with Accel’s India practice and helps drive the firm’s Tech Council initiatives.


He is originally from Augusta, Georgia and graduated from the University of Pennsylvania.

Cassie Young

Operating Partner, Primary

As Primary's Operating Partner focused on go-to-market, Cassie helps founders and portfolio companies to build and scale their sales, marketing, and customer operations.

After graduating from Duke (making her a life-long Blue Devils fan), Cassie began her career as an analyst at Citigroup and entered the NYC tech scene in 2006 when she joined TheLadders as an early employee. Cassie took a quick break from NY to earn an MBA at the Tuck School at Dartmouth, but quickly returned to NY and has since worked as VP Marketing & Analytics at GLG and as VP Marketing & Partnerships for Savored (acquired by Groupon in 2012).


Before joining Primary in early 2020, Cassie was Chief Customer Officer for CM Group, where she ran global customer and commercial teams for a $200 million+ martech portfolio. Cassie joined CM Group as part of their acquisition of Sailthru, where she was the Chief Revenue Officer.

Simon Keyes

Director, Silicon Valley Bank

Simon Keyes has been with Silicon Valley Bank for 8.5 years and is currently a Director on the Enterprise Software Coverage team with Silicon Valley Bank in New York City. He serves companies from the seed stage to growth stage, and his role is to leverage the broader SVB platform on behalf of his clients. This includes banking services, debt financing (venture debt, growth capital, working capital, asset-based financing and mezzanine debt), access to SVB’s Private Bank, proprietary industry data, and connections to investors. He holds a BA in Art History from Middlebury College, and outside of work he enjoys running and bird watching around New York City.

Virtual Event Information

Registration is required to participate and receive the link to join this  virtual event via Zoom. 

 A link to join will be included in your registration confirmation email.

If you have any questions, please contact Courtney McClintock at cmcclint@svb.com  

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Access to Innovation

SVB is dedicated to the success of the innovation economy. Through our Access to Innovation program, we provide educational and job opportunities for emerging talent, make connections for female and minority founders and investors and encourage gender parity and diversity in leadership. Learn more

Providing educational and job opportunities for emerging talent

1:00 – 5:00 pm

SVB helps underserved youth gain a path to training and a tech career through paid work experiences, a community college certificate in business and data analytics, and events.

Encouraging gender parity and diversity in leadership

1:00 pm, meet at the Golf Club

SVB supports women and minorities in leadership in the innovation economy by focusing on activities and partnerships that will fund and increase the representation of diverse entrepreneurs and investors.

Making connections for female and minority founders and investors

2:00 pm, meet at the Tennis Courts

SVB creates opportunities for all by developing networks, partnerships and events to bring founders and investors together, and increase funding and support for entrepreneurs.

Gallery

Zoom Recording

Thank you to all who participated!

For your reference, we have added the Zoom recording replay video of the webinar here.

Frequently Asked Questions

Where does the Summit take place?

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The Summit takes place at The Equinox, a Luxury Collection Golf Resort & Spa, Vermont, established in 1769.

When does the Summit take place?

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The Summit takes place from Friday, August 30th through Monday, September 2nd, 2019, and registration opens at 8am.

Who is delivering the keynote at the Summit?

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Natalie Smith, the President of Landmark Place, will deliver the 2019 Silicon Valley Bank Summit.

What types of activities are on the schedule for this year's summit?

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The Summit will include professional development, networking, and activities like fly fishing, glass blowing, off-road driving, golf, and more, tailored just for Private Equity CFOs and COOs.

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Banking, lending, and trust products or services are offered by Silicon Valley Bank, a division of First-Citizens Bank & Trust Company. Accounts are subject to credit approval. Restrictions and limitations may apply. 

SVB Wealth LLC (“SVBW”), SVB Asset Management (“SAM”) and SVB Investment Services Inc. (“SVBIS”) non-bank subsidiaries of Silicon Valley Bank a division of First-Citizens Bank & Trust Company. SVBW and SAM are SEC-registered investment advisers; SVBIS a registered broker-dealer, Member FINRA and SIPC.

Services offered by SAM, SVBW, or SVBIS are not FDIC insured, not insured by any federal government agency, not bank guaranteed, and may lose value.

©2023 First-Citizens Bank & Trust Company. All rights reserved. Silicon Valley Bank, a division of First-Citizens Bank & Trust Company. Member FDIC. 3003 Tasman Drive, Santa Clara, CA 95054.

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