CX Culture & Engagement

07:40 - 08:30 Continental Breakfast & Registration In The Solutions Zone

08:30 - 08:35 Welcome Remarks

08:35 - 08:50 Chairperson’s Opening Address: How To Evolve Your CX Maturity, And Reap The Rewards

In this session you will learn about a revolutionary approach to evolving your level of CX maturity—and experiencing the business benefits that accrue along the way.
Matt Inman of MaritzCX will reveal a practical framework called "CXEvolution" that encompasses a maturity model, a series of assessments that measure performance in 14 key CX competencies, and a prescriptive set of action-based solutions that will take your organization to the next level of CX maturity.
This framework will help you launch or evolve your CX program by measuring where you are today. And then, it will help you create a CX roadmap that is quantitatively proven to enhance business outcomes.
In this session, Matt will:
Demonstrate how to map your CX efforts to clear business benefits
Explain the features of the CX assessment and benchmarking framework
Provide a roadmap and the tools for moving your program forward

Matt Inman, Senior Director, Customer Experience Strategy & Design at MaritzCX

Matt Inman

Senior Director, Customer Experience Strategy & Design
MaritzCX

08:50 - 09:10 Keynote: Using The Power Of Storytelling To Create Emotionally Engaging Experiences

A session designed to articulate how customer experiences or story telling can become your organizations calling card to gain or loose business. We will explore both positive and negative customer encounters and their shared experiences and how social media plays a major part of telling their story on behalf of your company.

• Understand the significant impact experiential story telling can be
• Does experiential story telling actually resonate with customers
• What role does social media play in this venue
Tim Genovese, Vice President Of  Guest Experience and Brand Consistency at Intercontinental Hotels Group

Tim Genovese

Vice President Of Guest Experience and Brand Consistency
Intercontinental Hotels Group

09:10 - 09:30 Keynote: Your People Are Your Front Line. Your Front Line Is Brand Strategy

Build amazing teams over people, provide education over training, and empower through values to create passionate advocates for your customers. Because every customer touch constitutes a brand experience.

Resonant value propositions, innovative technology, high quality products & services are all critical to a company’s success, but these components must be fortified by your consumer facing ambassadors. Hear how Dollar Shave Club’s Member Services organization to serve as the strategic, day-to-day front line of the DSC brand.

This session will provide insights into how the company’s culture and brand values steered hiring and development strategies, including the inspiration behind DSC University, an internal education platform with learning modules that ensure employees deliver on the brand's mission during every contact. No scripts, no BS — only a promise of exceptional service by way of "on brand" solutions, truly personalized interactions, and knowledgeable 1:1 consultations. Let your people, your culture, and your brand values provide the cornerstone of delivering unique and memorable customer experiences.
Janet Song, SVP, Member Services at Dollar Shave Club

Janet Song

SVP, Member Services
Dollar Shave Club

09:30 - 09:50 Keynote: Transforming the Customer Experience Through Employee Engagement

Learn how “The Sharp Experience,” a performance improvement initiative, profoundly transformed Sharp HealthCare’s culture. Launched 15 years ago and embracing experience economy concepts and learning from organizations inside and outside of health care, Sharp created a sustainable platform that engaged its 20,000 employees, affiliated physicians and volunteers to be the architects of change. Through their work, “The Sharp Experience” has become Sharp’s core competency, brand promise and overarching guide to everything we do.
Lynn Skoczelas, Chief Experience Officer at Sharp HealthCare

Lynn Skoczelas

Chief Experience Officer
Sharp HealthCare

Every organization approaches their customer experience strategy, structure and governance a bit differently. Panelists will walk you through a few different strategies for involving employees in their customer experience efforts and highlight which methods are working and why.
Bill Schimikowski, Customer Experience Vice President at Fidelity Investments

Bill Schimikowski

Customer Experience Vice President
Fidelity Investments

Karen Kallet, Chief Digital Officer, SVP of Marketing at Bank of Internet

Karen Kallet

Chief Digital Officer, SVP of Marketing
Bank of Internet

Paul Quinn, Head, Claims Customer Experience at Farmers Group, Inc.

Paul Quinn

Head, Claims Customer Experience
Farmers Group, Inc.

10:30 - 11:10 Morning Refreshment & Networking Break In The Solutions Zone

Stream 1: Customer & Employee Engagement

11:10 - 11:20 Opening Remarks By The Track Chair

Stream 2: Omni-Channel CX

11:10 - 11:20 Opening Remarks By The Track Chair
Lily Christensen, Head of Business Development – US & Americas at Usabilla

Lily Christensen

Head of Business Development – US & Americas
Usabilla

Stream 1: Customer & Employee Engagement

11:20 - 12:00 Case Study Revolution: The Business Of Joy
Employee engagement is not a goal. Rather it is a byproduct of the experience you foster for your team members and driver of business results. PIRCH, a purveyor of joy in the luxury retail appliance and plumbing space, attributes its success and rapid growth to a thriving culture leading to genuine care for our customers.

Learning Objectives
• What joy has to do with appliances and plumbing
• The blueprint PIRCH follows for developing a vibrant, human-centered culture
• How PIRCH operationalizes its manifesto (values) and develops empathy across the organization

Mark Tomaszwicz, Ambassador of Joy at PIRCH

Mark Tomaszwicz

Ambassador of Joy
PIRCH

Stream 2: Omni-Channel CX

11:20 - 12:00 Case Study Revolution: Measuring And Evaluating Your Omni-Channel Customer Experience
In today’s global and highly connected world, understanding the customer’s buying experience from research and learning, to evaluation and finally purchase is key as the customers have many sources of information and can choose to interact in multiple ways. Providing a seamless customer experience is an interesting challenges for a company that operates in over 150 countries and also adapts to the local culture. In this interactive session you will learn:
• What are some of the challenges faced by customers who use multiple channels
• How does this impact the customer experience
• What are some steps that can be taken to address the challenges to provide a consistent experience

Swati Saxena, Sr. Manager Customer Experience, Customer Experience Measurement at Hewlett Packard

Swati Saxena

Sr. Manager Customer Experience, Customer Experience Measurement
Hewlett Packard

Stream 1: Customer & Employee Engagement

12:00 - 12:10 Innovation Spotlight

Stream 2: Omni-Channel CX

12:00 - 12:10 Innovation Spotlight: Customer Experience is The New Marketing
In the age of the empowered customer, customer experience is the new marketing. The challenge of making voice of customer metrics actionable in real-time is that they are collected at the sample level. Historically, ROI could only be achieved by translating analytic insights into informed decisions for marketing programs, usability, design, and strategy. Learn how you can re-engineer your customer experience analytics to evolve from decision support to automatic recognition and personalization of the customer experience.
Duff Anderson, SVP, Co-Founder at iPerceptions

Duff Anderson

SVP, Co-Founder
iPerceptions

Stream 1: Customer & Employee Engagement

12:10 - 12:30 Presentation: Creating Wow Experiences For Employees That Translate Into Wow Experiences For Customers
MOO is an award winning print and design company that is passionate about great design and the difference it can make to our customers. This presentation will focus on how MOO delivers on our company mission of “Design Works Wonders” by engaging with our employees around a common purpose in order to deliver a superior customer experience. Learn how we help our employees feel how their role fits into the entire company and delivering on that mission through storytelling and rituals, rewards and recognition and training and development.
Tracy Paterson, Head of Customer Experience at MOO Inc.

Tracy Paterson

Head of Customer Experience
MOO Inc.

Stream 2: Omni-Channel CX

12:10 - 12:30 Presentation: How To Gain Executive Buy-In To Deliver An Omni-Channel Experience

  • What defines a great omni-channel experience
  • How do you align internally to reduce CustomerEffort
  • How can you leverage VoC to improve the customerexperience
Carol Fink, Director Executive Relations at Verizon

Carol Fink

Director Executive Relations
Verizon

12:30 - 13:35 Lunch

Stream 1: Customer & Employee Engagement

13:35 - 13:40 Chairperson’s Welcome

Stream 2: Customer Insights & Analytics

13:35 - 13:40 Chairperson’s Welcome
Lily Christensen, Head of Business Development – US & Americas at Usabilla

Lily Christensen

Head of Business Development – US & Americas
Usabilla

Stream 1: Customer & Employee Engagement

13:40 - 14:00 Presentation: Presentation: Building A Culture Of Employee Empowerment
How do you shape your employees to be strong, confident ambassadors of your brand? GO Transit, moving 70 million passengers a year, did it and won an award for "Best Transit System in North America". Participants will learn:
• How to use a better tool than the traditional “mission statement” for helping employees learn and evangelize their company’s purpose
• The ways in which employees can help “co-create” the ideal customer experience, and
• How to overcome resistance to change

Mary Proc, Vice President of Customer Service at Metrolinx/GO Transit

Mary Proc

Vice President of Customer Service
Metrolinx/GO Transit

Stream 2: Customer Insights & Analytics

13:40 - 14:00 Presentation: Three Trends For CX Success
What does it take to build a winning customer experience strategy? What do successful CX teams do differently than their peers? How can I take my customer experience efforts to the next level?

In this session, Sarah Simon, VoC Consulting Director at Confirmit, shares three characteristics common to successful, effective Customer Experience programs. She also shares her tips for how you can realize these trends within your company.

1. Winning CX practitioners thoughtfully balance VoC and CX
Smart CX practitioners know not to bite off more VoC than their organization can convert to improvement efforts, running efficient customer-focused programs and listen only to what they can and will act upon.
2. Winning CX practitioners weave a richer customer story
Reporting metrics in charts and graphs only takes reporting and analysis so far. Winning CX practitioners tell a more robust customer story by increasingly weaving a qualitative, human element into their information gathering and results sharing.
3. Winning CX practitioners hire and/or develop a CX evangelist
Highly effective CX teams are “building or buying” an entirely new professional: Communicator. Change agent. Educator. Story teller. Customer advocate. Relationship builder. Strategist. Persuader.
Sarah Simon, VoC Consulting Director at Confirmit

Sarah Simon

VoC Consulting Director
Confirmit

Stream 1: Customer & Employee Engagement

14:00 - 14:20 Presentation: Lessons Learned from Citrix’s User-Centered Design Journey
We’re living in the “Age of the Customer,” but what does that mean? Businesses are still unsure on how to make customer experience the key differentiator that can separate them from the competition. What they often fail to realize is that customer experience is everyone’s responsibility and adopting and applying user-centric, experience design approaches across a company comes with a few challenges. In this proposed speaking session, Saul will explain why it is so critical that everyone approaches their work with the customer at the center and what he has learned over the past 6 years at Citrix leading this user-centric innovation cultural change.
Attendees will walk away learning:
Why now is the right time to transform your company
Approaches to embed user-centered design in your company
Tips, tricks and lessons learned

Saul Gurdus

Former VP, Insights & Enablement
Citrix

Stream 2: Customer Insights & Analytics

14:00 - 14:20 Presentation: Hoard No More: Operationalizing Customer Feedback And Closing the Loop
A Voice of the Customer program is doing stakeholders and customers a disservice if it keeps all the company's valuable insights to itself. Learn not to be a data hoarder with these best practices for socializing learnings high and wide across the organization in formats appropriate for each distinct audience. Also learn how to take the extra step of closing the loop with customers, to ensure they know their voices were heard and encourage continued and even increased levels of feedback.
Learning objectives:
• Learn successful approaches for getting the right data into the right hands at the right time to optimize actionability
• Be exposed to multiple ways to present Voice of the Customer insights in audience-centric manners
• Discover successful approaches for closing the loop with the customer to help drive future engagement

Jennifer Maldonado, Sr. Business Analyst, Voice of the Gamer Program Owner at Activision Inc.

Jennifer Maldonado

Sr. Business Analyst, Voice of the Gamer Program Owner
Activision Inc.

How can you ensure employees are engaged, understand their role and are recognized for it? In this panel, find out how to shift employee KPI’s and metrics to be more customer-centered and continue to motivate, inspire and empower them to deliver exceptional experiences.
Cassie Alvey, Director, B2B Strategy at Kansas City Steaks

Cassie Alvey

Director, B2B Strategy
Kansas City Steaks

Erika Paman-Mercado, Customer Loyalty Operations Supervisor at Zappos Family of Companies

Erika Paman-Mercado

Customer Loyalty Operations Supervisor
Zappos Family of Companies

Daniel Moure, Chief Marketing Officer at Pureformulas.com

Daniel Moure

Chief Marketing Officer
Pureformulas.com

Claudia Vale, Customer Experience Manager at John Deere Latin America

Claudia Vale

Customer Experience Manager
John Deere Latin America

Customer experience professionals are not hurting for data. In fact, some would say they are overwhelmed by the sheer amount of customer information flooding in from all touch points. The issue is—how can you best capture customer feedback, get it to the right people within the organization and really do something with it?
Gokben Cramer, Customer Experience and Retail Process Manager at Jaguar Land Rover

Gokben Cramer

Customer Experience and Retail Process Manager
Jaguar Land Rover

Annette Franz, Founder & CEO at CX Journey Inc.

Annette Franz

Founder & CEO
CX Journey Inc.

Leigh-Anne Spokane, Senior Director, Customer Experience & Integration at American Cancer Society

Leigh-Anne Spokane

Senior Director, Customer Experience & Integration
American Cancer Society

Brad Marg, Chief Operating Officer at Clutch

Brad Marg

Chief Operating Officer
Clutch

15:00 - 15:40 Afternoon Refreshment & Networking Break In The Solutions Zone

Table 1: Connecting your brand vision with your customer experience strategy
Moderator: Melina Young, Director, Marketing, Verity Credit Union

Table 2: Three trends for CX success
Moderator: Sarah Simon, VoC Consulting Director, Confirmit

Table 3: CES 2.0, Is It Worth The Effort?
Moderator: Jennifer Maldonado, Senior Business Analyst, Voice of the Gamer program owner, Activision

Table 4: How to build a robust social customer care strategy
Moderator: Janet Song, SVP, Member Services, Dollar Shave Club

Table 5: Engaging non-customer facing employees with your CX strategy
Moderator: Claudia Vale, Customer Experience Manager, CCXP, John Deere L. America

Table 6: Customer experience programs: what’s working?
Moderator: Karen Kallet, Chief Digital Officer, SVP, Marketing BofI Federal Bank

Table 7: Establishing an enterprise-wide customer experience steering committee
Moderator: Rob Scruggs, Former Director, Customer Experience, E*TRADE

Table 8: Social media for CX: lessons learned
Moderator: Alessa Martin, Director of Marketing, Tacori

Table 9: Topic Pending
Moderator: Kathleen Jezierski, President & COO, COPC

Table 10: Transforming customer engagement to grow revenue
Moderator: David Caldeira, SVP, Product & Solution Marketing, Kofax from Lexmark

Table 11: Approaches and techniques for customer journey mapping
Moderators: Anne Cramer, Customer Success Manager, SuiteCX, Valerie Peck, CEO, SuiteCX

Table 12: How language technology drives customer satisfaction up and call volume down
David Hetland, Sales, Systran Group, Craig Stern, Marketing, Systran Group

Jennifer Maldonado, Sr. Business Analyst, Voice of the Gamer Program Owner at Activision Inc.

Jennifer Maldonado

Sr. Business Analyst, Voice of the Gamer Program Owner
Activision Inc.

Karen Kallet, Chief Digital Officer, SVP of Marketing at Bank of Internet

Karen Kallet

Chief Digital Officer, SVP of Marketing
Bank of Internet

Janet Song, SVP, Member Services at Dollar Shave Club

Janet Song

SVP, Member Services
Dollar Shave Club

Claudia Vale, Customer Experience Manager at John Deere Latin America

Claudia Vale

Customer Experience Manager
John Deere Latin America

Rob Scruggs, Former Director, Customer Experience at E*TRADE

Rob Scruggs

Former Director, Customer Experience
E*TRADE

Sarah Simon, VoC Consulting Director at Confirmit

Sarah Simon

VoC Consulting Director
Confirmit

Anne Cramer, Customer Success Manager at SuiteCX

Anne Cramer

Customer Success Manager
SuiteCX

Valerie Peck, Chief Executive Officer at SuiteCX

Valerie Peck

Chief Executive Officer
SuiteCX

Alessa Martin, Director of Marketing at Tacori

Alessa Martin

Director of Marketing
Tacori

Dave Caldeira, SVP, Product & Solution Marketing at Kofax from Lexmark

Dave Caldeira

SVP, Product & Solution Marketing
Kofax from Lexmark

David Hetland

Sales
Systran Group

Craig Stern

Marketing Manager
Systran Group

Melina Young

Director of Marketing
Verity Credit Union

Join your fellow B2B CX professionals for an open, in-depth discussion on building an effective CX strategy in a B2B environment. Come prepared to share what has worked for you and bring your questions to get the input of your fellow B2B CX peers. We’ll have a facilitator on hand to guide the discussion and ensure we hear lots of different ideas and questions on this topic, giving you great ideas to take home and put into practice.
Tabitha Dunn, Vice President, Customer Experience at Concur Technologies

Tabitha Dunn

Vice President, Customer Experience
Concur Technologies

17:05 - 17:30 Guest Speaker: Customer Experience An Inside Out Experience

Organizations don't create customer experiences; they enable them by carefully orchestrating the various interactions and scenes that bring customers' internal stories to life. This entertaining and thought-provoking talk will describe the three self-enhancing value components you need to focus on to develop more appealing and relevant experiences, and capture customers' hearts and minds from the inside out.
Learning objectives:
How the brain makes brand choices in an overstimulated environment
A new framework for creating engagement and belief in this new, customer-controlled economy
How to become a more strategic thinker about experience design and value creation

Tom Asacker, Author at "The Business Of Belief"

Tom Asacker

Author
"The Business Of Belief"

17:30 - 18:30 Poolside Networking and Cocktail Reception

18:30 - 23:59 End of Day Two