Next Generation Customer Experience 2015 (past event)

March 23 - 25, 2015

Omni Hotels & Resorts, San Diego, CA

Contact Us: 1.888.482.6012

Day 2: Customer Experience Culture & Engagement

7:45 am - 8:35 am Continental Breakfast & Registration In The Solutions Zone

8:35 am - 8:40 am Welcome Remarks

8:40 am - 8:50 am Chairperson’s Opening Address

Chris Travell, Vice President, Strategic Consulting at MaritzCX

Chris Travell

Vice President, Strategic Consulting
MaritzCX

8:50 am - 9:10 am Keynote: Tapping Into The Entrepreneurial Spirit To Create An Irresistible Brand Experience

Revealing the sparks of inspiration and defining moments it took to build a powerhouse brand from the inside out, Jessica Reinhart shares her experiences as Co-Founder and Chief Marketing Officer of Origami Owl as well as the strategic insights that lead to the genesis of her newest venture, Thinkful Inc. The journey centers on tapping into the entrepreneurial spirit in your leadership, staff and customers in such an engaging manner as to create an irresistible community. It’s a keynote not to be missed, with wisdom and vision that can be applied to a business of any size that has the heart to create a brand experience centered on people, passion and purpose.
Learning Objectives:
• Applying the golden rule to your corporate culture and customer relationships
• Learning from the ideas and desires of your community through active listening
• How a collective sense of purpose can be the strongest unifying factor for success
Jessica Reinhart, Co-Founder at Origami Owl & Thinkful Inc.

Jessica Reinhart

Co-Founder
Origami Owl & Thinkful Inc.

9:10 am - 9:30 am Presentation: The Transcon Mint: A Fresh Approach To The Customer Experience

Rachel will discuss JetBlue’s new premium Transcontinental Service Mint and how they went about designing a new experience for their customers while ensuring they stayed true to JetBlue culture and brand.
Rachel McCarthy, VP, Inflight Experience at JetBlue Airways Corporation

Rachel McCarthy

VP, Inflight Experience
JetBlue Airways Corporation

9:30 am - 9:50 am Keynote: Chief Customer Officer 2.0: How To Build Your Customer-Driven Growth Engine

In this keynote, Jeanne Bliss gives us a sneak peak of her upcoming book, Chief Customer Officer 2.0., which is based on her 22 years as a practitioner and work in the past ten years coaching the C-Suite and CCO toward customer-driven growth. In her talk, Jeanne will walk us through the five-competency framework that has successfully guided this work in every business vertical around the world. And she will share some of the over forty accounts of actions taken by CCO’s around the world as they have put these ideas into practice. The five competency framework Jeanne will discuss is:
• Manage and Honor Customers as Assets
• Align Around Experience
• Build a Customer Listening Path
• Proactive Experience Reliability and Innovation
• One Company Accountability, Leadership & Decision Making

Jeanne Bliss, Author at Chief Customer Officer 2.0: How to Build Your Customer-Driven Growth Engine

Jeanne Bliss

Author
Chief Customer Officer 2.0: How to Build Your Customer-Driven Growth Engine

Personalization plays a critical role in achieving an exceptional experience. Customers now expect that you know who they are, what they are interested in and tailor messages, products and services to them. So companies are shifting away from more traditional segmentation techniques that target groups of customers to focusing on just 1 customer. But how do you create a 1 to 1 experience at scale?
Panelists will discuss:
• How do you jumpstart and take a deeper dive into personalization
• How CRM plays a role and where it falls short
• What level of support is necessary to get it down
• What kind of leadership is needed to make this happen
• Finding the balance between personal and creepy
• Personalization tools and technology

John Corrigan, Vice President of Customer Experience at ACT, Inc.

John Corrigan

Vice President of Customer Experience
ACT, Inc.

Fred Brown, Founder and Chief Executive Officer at Next IT

Fred Brown

Founder and Chief Executive Officer
Next IT

Karen Kallet, Chief Digital Officer, SVP of Marketing at BofI Federal Bank

Karen Kallet

Chief Digital Officer, SVP of Marketing
BofI Federal Bank

Dave Fish, SVP, Expert Services at MaritzCX

Dave Fish

SVP, Expert Services
MaritzCX

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

11:10 am - 11:30 am Presentation: Big Data Applied – How GM Is Using Big Data To Improve Customer Experience One Customer At A Time

Most CX professionals have plenty of data. What they lack are actionable insights that the front line can actually use to solve problems and deliver a better customer experience. David Mingle, Executive Director of North American Customer Experience for General Motors, will discuss how GM is using Big Data to do just that.
• How customer-centered thinking can and should guide your Big Data aspirations
• How Big Data can empower your front line staff and drive better business outcomes
• How to sell Big Data to your internal stakeholders without it sounding like a science project

David Mingle, Executive Director, Global Connected Customer Experience at General Motors

David Mingle

Executive Director, Global Connected Customer Experience
General Motors

In an all-things-digital world, it’s natural to put an emphasis on elements like devices and software when creating a digital experience. But that’s not going to cut it anymore. People aren’t satisfied with just a solution, and it’s no longer about the device — it’s all about the experience and the device being simply an extension of that experience. The digital piece is available, but the experience is what makes the difference.
People don’t engage in those experiences without bringing their lives with them — their own context, histories, perceptions, emotions, and expectations. So what does that mean now? What processes do you use to learn these things about the people you’re creating experiences for? What do businesses have to consider when creating a transformative experience?
In this panel, we'll discuss:
• How the customer experience piece and business model interact
• Experience transformation and what it means to transform the physical by using digital
• The ramifications of these advanced experiences

Dan Bentz, Executive VP, Experience Strategy at Universal Mind

Dan Bentz

Executive VP, Experience Strategy
Universal Mind

Valary Dornfeld, Director, Digital Guest Experience at Toys R Us

Valary Dornfeld

Director, Digital Guest Experience
Toys R Us

Carrie Zuchorski, VP, Customer Experience at Handy

Carrie Zuchorski

VP, Customer Experience
Handy

Matt Cohen, Vice President of Global Strategic Accounts at Clarabridge

Matt Cohen

Vice President of Global Strategic Accounts
Clarabridge

Dave Fish, SVP, Expert Services at MaritzCX

Dave Fish

SVP, Expert Services
MaritzCX

12:10 pm - 12:30 pm Presentation: Debunking Customer Experience Myths

There are established customer experience philosophies that companies aspire to achieve. Here from a company that debunks some of the ‘philosophies’ and proves that not all philosophies applies to all. Hear their approach to customer experience in a B2B space in a business segment where they are the undisputed leaders.
Tony Drummond, Vice President, Customer Experience at Manheim

Tony Drummond

Vice President, Customer Experience
Manheim

12:30 pm - 1:40 pm Luncheon

1:40 pm - 1:45 pm Chairperson’s Afternoon Address

Carol Buehrens, Principal, Customer Experience Strategist at ICW Group Insurance Companies

Carol Buehrens

Principal, Customer Experience Strategist
ICW Group Insurance Companies

1:40 pm - 1:45 pm Chairperson’s Afternoon Address

Miguel Quiroga, Executive Director, Customer Experience at Verizon

Miguel Quiroga

Executive Director, Customer Experience
Verizon

1:45 pm - 2:05 pm Steps Of Customer Engagement – Frontline Processes That Consistently Engage Customers

The focus of this talk is on the frontline execution of a customer experience strategy. How do employees consistently engage customers in the retail setting? Tiger will walk through a frontline Steps of Customer Engagement process for the Service Drive at a Ford Store. This process takes the input of similar process at Apple, Inc., Nordstrom, Four Seasons, and Starbucks.

• What is a Steps of Service or Engagement Process?
• Specific walk-through of a Steps of Engagement Process
The impact on the Customer Experience

Tiger Cosmos, Consumer Experience Specialist at CX Specialist

Tiger Cosmos

Consumer Experience Specialist
CX Specialist

1:45 pm - 2:05 pm Customer Experience Reviews: Leveraging Cross-Functional Customer Insights To Drive Improvements And Shape Culture


Barbie Fink, Principal Customer Experience Transformation Leader at Adobe Systems

Barbie Fink

Principal Customer Experience Transformation Leader
Adobe Systems

2:05 pm - 2:25 pm Marching To The Same Beat: Achieving CX Alignment And Buy-In Across The Organization

What does Portlandia's "Colin the chicken" have in common with health insurance? It's all about customer experience. Whether ordering in a restaurant or getting an annual checkup, consumers expect high-quality experiences. From the front lines of a changing industry, Regence BlueCross BlueShield will share its story of growing customer experience from a small scrappy team to an integrated partnership with the larger organization.
• Understand how health insurance is becoming more like the retail industry
• How to do more with less
• How to break through barriers and affect change


Janna Kimel, Customer Experience Manager, Member Services at Blue Cross Blue Shield of Oregon

Janna Kimel

Customer Experience Manager, Member Services
Blue Cross Blue Shield of Oregon

2:05 pm - 2:25 pm Presentation: Connecting Customer Experience To Business Outcomes

Are organizations seeing the value of delivering a great customer experience? They pay lip service, but we know that actions speak louder than words. Do they really get it? Unfortunately, for many companies, there's still no real commitment of time, resources, and budgets to initiatives that improve the customer experience. But there’s proof that CX leaders outperform the market. So how do we make the connection between delivering a great customer experience and your executives’ desired business outcomes? How do we show ROI?
Stacey Nevel, Director, Customer Experience Consulting at Confirmit

Stacey Nevel

Director, Customer Experience Consulting
Confirmit

When employees across the organization are engaged and empowered, they are better able to provide pro-active solutions and advice and boost customer satisfaction and loyalty. Panelists will discuss:
• How to engage employees and ensure they are tied in with the overall cx strategy of the organization
• The behavior needed to drive experience forward
• Tools that enable employees to provide customer solutions
• Case examples

Kelly Harper, Director, Customer Experience Learning at BMO Financial Group

Kelly Harper

Director, Customer Experience Learning
BMO Financial Group

Brian Snader, Vice President Client Development at Integrity Solutions

Brian Snader

Vice President Client Development
Integrity Solutions

With tools available to measure customer satisfaction, emotion and NPS, it’s easy to become caught up end up chasing the wrong metrics. From a KPI perspective, you might see that you are achieving high satisfaction scores based on your metric of choice, but the customer experience is not actually improving.
• Which metrics or combination of metrics are working
• How do you avoid chasing the wrong metric
Susan Fabry, Director, Customer Experience Design at Sun Life Financial

Susan Fabry

Director, Customer Experience Design
Sun Life Financial

Karen Bennett, Senior Manager, Usability, Customer Analytics and Feedback Strategy at The Home Depot

Karen Bennett

Senior Manager, Usability, Customer Analytics and Feedback Strategy
The Home Depot

David Jackson, CEO and Co-Founder at Clicktools - a CallidusCloud company

David Jackson

CEO and Co-Founder
Clicktools - a CallidusCloud company

Scott Griffith, VP, Executive Strategist at Market Force

Scott Griffith

VP, Executive Strategist
Market Force

3:05 pm - 3:25 pm Presentation: The Philosophy of Coaching And Performance Feedback

Good coaching depends on reliable and consistent feedback. It also mandates a commitment to a shared set of values, ideals, goals and standards. This commitment must be held by all levels of the organization, valued as investment worthy, and appreciated for its ability to propel the company towards greater customer loyalty.
• Crafting a philosophy document – easier than you think and WAY more important than you realize!
• Coaching the coaches – training is important at all levels
• Mentorship and coaching for performance – two sides, same coin.

Christina Colligan, CLT Supervisor at Zappos Family of Companies

Christina Colligan

CLT Supervisor
Zappos Family of Companies

3:05 pm - 3:25 pm Interview: Capturing, Mapping And Measuring Emotional Response

How are organizations mapping the emotional connections that a customer has with their brand? What are the benefits to capturing and measuring emotion vs. more traditional methods of capturing customer feedback? What are the challenges and how can you overcome them?
Kathryn Churches, Customer Experience Manager at American Family Insurance

Kathryn Churches

Customer Experience Manager
American Family Insurance

Jeannie Walters, Co-Founder at Global CX Panel

Jeannie Walters

Co-Founder
Global CX Panel

3:25 pm - 3:55 pm Afternoon Refreshment & Networking Break In The Solutions Zone

Table 1: Getting Buy-In and Alignment For Your CX Efforts
Janna Kimel, Director, Customer Experience, Regence Blue Cross Blue Shield of Oregon

Table 2: Connecting CX To Business Outcomes
Stacey Nevel Director, Customer Experience Consulting

Table 3: How to Win with Millennial Families
Ron Coughlin, President, Strottman International
Katie McCarthy, Consumer Insights Analyst, Strottman International

Table 4: Telling Customer Stories To Enlist Stakeholder Buy-In
Barbie Fink, Customer Experience Transformation Leader, Adobe Systems

Table 5: Building Customer Experiences In The Cloud
David Jackson, CEO and Co-Founder, Clicktools - a CallidusCloud company

Table 6: Gaining Speed with Analytics
Colby Renae Hanks, Former Online Analyst, The Estee Lauder Companies

Table 7: Drive lifetime value through continuous connection with an “always in their pocket” engagement strategy
Karen Konkel, Customer Engagement Specialist, LivePerson

Table 8: Achieving The Best Customer Engagement Across All Channels
Janet Iams-Shannon, WW Sales Leader for Web Experience Solutions, IBM

Table 9: The Philosophy of Coaching And Performance Feedback
Christina Colligan, Supervisor, ZCLT, Zappos Family of Companies
Christina Colligan, CLT Supervisor at Zappos Family of Companies

Christina Colligan

CLT Supervisor
Zappos Family of Companies

Janna Kimel, Customer Experience Manager, Member Services at Blue Cross Blue Shield of Oregon

Janna Kimel

Customer Experience Manager, Member Services
Blue Cross Blue Shield of Oregon

Colby Hanks, Former Analyst for The Estee Lauder Companies at The Estee Lauder Companies Inc

Colby Hanks

Former Analyst for The Estee Lauder Companies
The Estee Lauder Companies Inc

Barbie Fink, Principal Customer Experience Transformation Leader at Adobe Systems

Barbie Fink

Principal Customer Experience Transformation Leader
Adobe Systems

David Jackson, CEO and Co-Founder at Clicktools - a CallidusCloud company

David Jackson

CEO and Co-Founder
Clicktools - a CallidusCloud company

Ron Coughlin, President at Strottman International

Ron Coughlin

President
Strottman International

Katie McCarthy, Consumer Insights Analyst at Strottman International

Katie McCarthy

Consumer Insights Analyst
Strottman International

Stacey Nevel, Director, Customer Experience Consulting at Confirmit

Stacey Nevel

Director, Customer Experience Consulting
Confirmit

Karen Konkel, Customer Engagement Specialist at LivePerson, Inc.

Karen Konkel

Customer Engagement Specialist
LivePerson, Inc.

Janet Iams-Shannon, WW Sales Leader for Web Experience Solutions at IBM

Janet Iams-Shannon

WW Sales Leader for Web Experience Solutions
IBM

Hear from leading CXO’s about their roles, the case for creating a separate customer experience department, and their secrets to being an effective CX leader.
Donna Peeples, Chief Customer Experience Officer at AIG

Donna Peeples

Chief Customer Experience Officer
AIG

Alison Circle, Chief Customer Experience Officer at Columbus Metropolitan Library

Alison Circle

Chief Customer Experience Officer
Columbus Metropolitan Library

Dave Fish, SVP, Expert Services at MaritzCX

Dave Fish

SVP, Expert Services
MaritzCX

Olivia Duane Adams, Chief Customer Officer at Alteryx

Olivia Duane Adams

Chief Customer Officer
Alteryx

5:35 pm - 5:45 pm Non-Profit Partner Presentation: The Jacobs & Cushman San Diego Food Bank

James A. Floros, CEO at The Jacobs and Cushman San Diego Food Bank

James A. Floros

CEO
The Jacobs and Cushman San Diego Food Bank

5:45 pm - 11:59 pm Networking And Cocktail Reception