Next Generation Customer Experience 2015 (past event)
March 23 - 25, 2015
Omni Hotels & Resorts, San Diego, CA
Contact Us: 1.888.482.6012
Speakers
Speaker
Before joining USAA in 2010, Jim was Senior Vice President, Strategic Marketing Executive at Bank of America. Prior to Bank of America, he served as Chief Marketing Officer for Countrywide Insurance Group, held several positions at Allstate Insurance Company and began his career in the advertising industry in Chicago.
Jim earned a BS in economics from University of Iowa. He lives in Texas with his wife and two wonderful girls.
During the two and a half years that she served as Chief Marketing Officer for Origami Owl, she helped grow the humble start-up into a $250 million enterprise, and had the opportunity to build an iconic brand and culture from the ground up. Along with her husband, Jeff, she now runs Thinkful Inc., a business incubator that provides funding, mentorship, and strategic planning to young companies that make a positive impact in the world. Thinkful Inc. is the culmination of her vast experience and the continuation of a legacy of giving back. She and Jeff have three young children, splitting their time between Arizona and New Hampshire.
Rachel’s airline career started early - while she was still at College, interning for Air Canada in the UK and since then she’s spent over 25 years working in the airline world - for Delta in the UK, Germany and Atlanta, then several years with United in Chicago joining JetBlue in July 2009 as Director, Product Development. While born just outside of London and married to an Irishman they are pleased to call New York home! Outside of work Rachel enjoys running – she’s run several marathons and also has a love of travel which is lucky as she has family living across 3 continents – the US, Europe and Asia.
A true travel family, Maggie’s husband is a pilot for Virgin America and her two kids are travel veterans. When not working, Maggie enjoys Yoga, cooking and running.
@andylevey
@cirque
As the CEO of Change Catalyst, Melinda leads a high-impact innovation firm that empowers leaders in social and environmental change. She is particularly passionate about supporting women leaders of change – through events, workshops, and a new online accelerator and investment platform for early stage female social entrepreneurs.
Melinda is also a writer, speaker and award-winning documentary filmmaker. Her film and television work includes projects that exposed the AIDS crisis in South Africa, explored women’s rights in Turkey, and prepared communities for the effects of climate change. She has also worked on several television shows, including NBC’s The West Wing.
Prior to joining General Motors, Mingle served as Senior Director, Chief Customer Manager for Nissan North America, where he led Nissan North America’s customer experience activities. In this position, he formed and chaired the organization’s Customer Experience Program Management Office, which coordinated and provided governance for customer-related activities across all of Nissan’s business functions. In addition, he oversaw lead management, owner direct marketing and customer support call center operations across various communication platforms, which included the extension of the organization’s customer support framework to include social media.
Mingle began his diverse Automotive career at Ford Motor Company, where he gained experience as a financial analyst before taking on a role in marketing.
A native of Illinois, Mingle received both his Bachelor of Arts Degree in Economics and his Master of Science Degree in Economics and Finance from the University of Illinois at Urbana-Champaign. He currently serves as a board member for several personal interest organizations including the Jason Whitfield Foundation, which has provided scholarships to aspiring Olympic athletes in men’s gymnastics. Mingle resides in Oakland Township, Mich., with his wife, Heather, and is the father of three children.
Prior to joining Scottrade, Gina was a UX consultant for four years at Perficient, Inc. Prior to Perficient she worked in the accessibility industry first at the Georgia Tech Research Institute and then at Criterion 508 Solutions. She has a MS in Human-Computer Interaction from the Georgia Institute of Technology and undergraduate degrees in Psychology and Computer Science from Trinity University. In her free time Gina is a lover of endurance sports and enjoys competing in marathons.
Professor & Co-Author, Decisive: How to Make Better Decisions in Life and W
Stanford Graduate School of Business
Chip Heath is a professor at Stanford Graduate School ofBusiness, teaching courses on business strategy and organizations. He is theco-author (along with his brother, Dan) of three books. Their latest book, Decisive: How to Make BetterDecisions in Life and Work was published in spring of 2013 anddebuted at #1 on the Wall Street Journal bestseller list and #2 on the New YorkTimes. Their 2010 book, Switch:How to Change Things When Change is Hard, hit #1 on both bestsellerlists. Their first book, Made to Stick: Why Some Ideas Survive and Others Die,spent two years on the Business Week bestseller list and was an Amazon Top 10Business Book for both editors and readers. Their books have been translatedinto over 30 languages including Thai, Arabic, and Lithuanian. Chip hasconsulted with clients ranging from Google and Gap to The Nature Conservancyand the American Heart Association.
Chevrolet Marketing Team.
GM Customer Service and Incentive Team.
Comcast Sales Manager
Apple, Inc. – Business Team, Store Launch Team, Apple Steps of Service Trainer, and Customer Experience Specialist for retail stores.
Ford Motor Company – Lincoln Specialist, and currently Customer Experience Specialist
He received his M.S. Degree in Technology Management from The Wharton School and The School of Engineering at the University of Pennsylvania. He graduated with a B.S. Degree in Mechanical Engineering from Stevens Institute of Technology in Hoboken, NJ.
Kerry is a customer experience consultant whose ideas, analysis, and opinions have appeared on sites like The Wall Street Journal, Harvard Business Review, Fast Company, Forbes, and USA Today. She holds a master’s degree in human-computer interaction from Carnegie Mellon University and has designed interfaces for websites, mobile apps, wearable devices, and robots.
Since 2012, Heather has managed the social media program for Scripps Health, a not-for-profit health care organization in San Diego, California. She manages everything from social media strategy to the daily engagement throughout more than a dozen social channels. Scripps treats a half-million patients annually through the dedication of 2,600 affiliated physicians and 13,500+ employees.
When she’s not on the clock, you can find Heather walking her dog Izzie along the beach, globetrotting or Instagramming her latest food obsession.
Connect with her just about everywhere social: @LilMsSociable.
Prior to joining Sun Life, Susan worked as a Senior Strategist for Continuum, a design innovation consultancy, where she collaborated with clients to develop programs that helped them achieve their design and innovation goals. She also led a thought leadership program for Continuum that focused on women and children as a global driver of consumer decisions. She has worked in Munich, Germany for Siemens, designing a range of phones for TMobile and in New York City for Smart Design.
In addition, Susan has been a guest speaker at several conferences, a guest lecturer at Massachusetts Institute of Technology (MIT), Tufts University, Bentley University, and Simmons College, and has been published in Fast Company and Quartz.
Susan holds a Bachelor’s Degree in Psychology from Oberlin College and a Bachelor’s Degree in Industrial Design from the Rhode Island School of Design.
Since leaving Mrs. Fields in November, she has been consulting in Salt Lake on both customer experience as well as business development for several technology start ups in the valley.
Geriel Thornburg May is a Customer Experience leader in the financial services marketplace with over 20 years’ experience leading successful organizational transformations. Geriel leverages previous results from the energy, telecom, and non-profit sectors to bring creative solutions to Fortune 500 companies. She has also served as adjunct faculty at the University of North Carolina at Chapel Hill. Geriel is currently the Director of Customer Experience and Market Segmentation for Genworth US Mortgage Insurance.
Barbie is first and foremost a customer champion and a relentless advocate for great end-to-end experiences across the customer lifecycle. During her tenure with Adobe, Barbie has been a leader in the creation and implementation of a company-wide customer “top issues” process with a set of related best practices, including root cause analysis, issue triage and prioritization, customer storyboarding, experiential improvement strategies and measurement. She was also critical to the introduction of customer experience reviews to Adobe, allowing a broader set of teams to better anticipate customer needs based on product, audience, or location, and establishing new best practice for multiple teams to leverage as part of their go-to-market processes. Barbie is an engaging storyteller, using customer stories together with measurable data and analysis, to raise visibility around the issues customers face – creating urgency and inspiring meaningful change in the way leaders and teams incorporate customer experience in their planning and execution.
With over two decades of direct customer engagement and learning, Barbie has applied her passion for the customer experience in many areas of Adobe’s customer-focused operations, including Customer Care, Technical Support, Operations, Knowledge Management & Self-Help, and Online Experience.
She has a Green Belt in Lean Six Sigma, and is a Net Promoter Certified Associate. Barbie is an active member of the Customer Experience Professionals Association (CXPA) and is deeply engaged in supporting knowledge sharing and best practice evolution. She is a Certified Customer Experience Professional (CCXP) and is a member of the CCXP Board. Barbie received a BA in Psychology from the University of Maryland.
Find Barbie online at:
LinkedIn: www.linkedin.com/in/barbiefink
Adobe is the global leader in digital marketing and digital media solutions. For more information, visit www.adobe.com.
In addition, Janna spent several years working with Intel’s Digital Health Group where she developed technology to help seniors stay in their homes as long as possible. Projects included medication reminders and the Intel Health Guide 6000, a telehealth device for seniors with chronic disease. In the 1990’s Janna could be found in theatrical costume shops and running a business making adaptive apparel for seniors and people with special needs. She has published and presented on motivation, behavior change, user research and wearable technology. She is a ramblin’ wreck with a master’s degree in industrial design from Georgia Tech.
Jeannie is a Certified Customer Experience Professional (CCXP), a TEDx Speaker, the Chicagoland Ambassador for the Customer Experience Professionals Association, and a member of the global Editorial Team for Social Media Club. She currently co-hosts a popular business podcast called Crack the Customer Code with Adam Toporek, a global customer service expert.
She was named one of the Huffington Post's “Top 100 Most Social Customer Service Pros On Twitter" and the Online Marketing Institute's "Top 20 Digital Marketing Strategists for 2015."
As Director, Customer Experience Design & Analytics, Ram heads Customer Analytics and Continuous Process Improvement strategies for Discover’s credit card operations. He is responsible for providing data driven business insights by leading teams focused on Voice of the Customer Analytics, Demand Management, Predictive Analytics and Web Analytics. Before joining Discover in 2013, Ram held several leadership positions in Customer Planning and Strategy at US Airways. Prior to US Airways, Ram worked as a Consultant & Professional Engineer for ESG Engineering for several years in the fields of Computational Engineering Analysis and Lean Six Sigma. Ram holds a B.E. in Mechanical Engineering from University of Delhi, M.S. in Mechanical Engineering from Michigan State University, and, Master of Business Administration from Arizona State University.
Dan has cultivated a group of 300 Autodesk employees who participate in the companies Social Web Council, a group that meets on a regular basis to align activities and best practices for engaging with customers via social media. He also oversees an initiative to strategically inject Autodesk into conversations about relevant trending topics and events. These efforts (and amazing customer stories) helped to land Autodesk on Fortune Magazine's 2014 Social Media Superstars list.
Prior to joining Autodesk, Dan worked with Sun Microsystems where he worked on executive influencer, cause marketing, and Sun Microsystem Foundation programs.
Miguel was previously Director of Employee Experience and Customer Business Intelligence Systems where he was accountable for the user experience design strategy and technology operations of Verizon’s self-service intranet that reached 200000 employees in 50 countries as well as capabilities such as Voice of the Customer analytics, Voice of the Employee ideation, and social business collaboration. Earlier, he served in various technology director roles in CRM and sales operations, capital planning, and program management functions.
Miguel holds an MBA from Columbia University and a BS in Computer Science from The University of Texas at Dallas. He serves on the National Advisory Council of DonorsChoose.org, a non-profit that allows individuals to donate directly to public school classroom projects and was listed in the top 10 Most Innovative companies in 2014 by Fast Company. Miguel is an advisor for the Parental Readiness & Empowerment Program (PREP), a program of the Educational Opportunities Project of the Lawyers' Committee for Civil Rights Under Law, which focuses on improving student performance and equitable educational opportunities. He is also a member of HITEC, a global leadership organization of Hispanic business and technology executives.
Eric is an elected board member of the Digital Analytics Association (DAA) and an adjunct professor of mobile marketing at the University of California, Irvine Extension. Previously, he worked as a web analyst, multichannel strategy consultant, usability specialist and focus group moderator.
Eric is a graduate of the University of Michigan.
Bridget joined Root in 2006 and has worked with clients in industries as varied as retail and hospitality to banking to home-building to uncover the tangible, replicable practices that produce exceptional customer experiences. Her recent clients include Hilton Worldwide, PulteGroup and H&R Block.
Bridget has a BA in Sociology from Tulane University, and an MBA from the Ross School of Business at the University of Michigan. She lives in Chicago with her husband and two daughters.
The recent proprietary study/white paper that he co-authored (From Me, Me, Me to Mommy: The Shifting Story of Millennial Motherhood) has inspired new strategic directions for Strottman clients to better emotionally connect with Millennial families and ultimately drive revenue and loyalty.
At Strottman, Katie is leading the charge in understanding the unique Millennial Family with research and insights that inspire consumer connected strategies for our clients. You can take a look at some of these insights on our blog Millennial Family Marketer: www.millennialfamilies.com. Before Strottman, Katie has worked with full service advertising agencies such as The Richards Group and 22squared and on a variety of brands including Buffalo Wild Wings, Warner Bros, Florida’s Natural Orange Juice, Chick-fil-A, Patron, Baskin Robbins, Lowe’s, Wendy’s, Southeast Toyota and Lincoln Financial.
From its headquarters in Sylvania, Ohio, and office in Chicago, Root partners with senior teams at major companies worldwide to build creative ways to execute strategy. A unique blend of 150 business experts, analysts, artists, writers, and educators, the Root team draws an organization’s people into the business by appealing to basic human curiosity and intelligence and by combining insights, art, visualization, and dialogue in innovative ways.
Jim believes that business results don’t come from creating a great strategy, but by meaningfully connecting it to all of the people in the company to bring it to life. And the Root team agrees, resulting in eight straight years on the Great Place to Work® Institute’s 25 Best Small and Medium Workplaces and being among the 2009 Top Small Workplaces according to the Wall Street Journal and Winning Workplaces Inc.
Root’s clients include some of the biggest names in business, such as Gap Inc., Petco, Dow Chemical, Pepsi, Novartis, Taco Bell, and Hilton Hotels – more than 500 companies and tens of millions of people. The impact of Root’s approach on so many people and organizations over two decades is captured in Jim’s national best-selling book, The Art of Engagement: Bridging the Gap Between People and Possibilities (McGraw-Hill, 2008).
Jim is a frequent speaker on leadership alignment, strategy execution, employee engagement, business transformation, change management, and accelerated learning. He has spoken at TEDx BGSU, Tampa TEDx, the Conference Board events, and numerous client meetings. He also contributes regularly to business publications and blogs, including Switch & Shift, where he was on the list of Top 75 Guest Posts of 2014.
He lives in Sylvania with his wife, Michelle. They have three children, Brad, Brooke, and Blake. When he’s not traveling the globe visiting clients, he enjoys relaxing with his family at their lake cottage, golfing, fishing, sailing, photography, and attending Jimmy Buffett concerts.
As a senior business consultant, Brian’s strengths revolve around his consultative and relationship building approaches when addressing the issues impacting sales/employee effectiveness. Brian works with clients from around the world, including Delta Faucet/MASCO, Bosch, Allstate, Rust-Oleum, Ace Hardware, RE/MAX, numerous life-science companies and some of the largest credit unions in the nation.
Brian is a published author and contributor to various industry associations. He is degreed in Marketing from the University of Iowa, and a 4 year Varsity Letterman in Baseball. Brian now spends his summer nights behind the plate as a travel ball umpire. Brian resides in Libertyville, IL with his wife Linda and has three children.
Dave leads the Expert Services team for MaritzCX. With more than 20 years of applied experience in both organizational and consumer contexts, he is well versed in all aspects of customer experience (CX) and consumer research. He has held several positions at Maritz Research over the past 12 years, most recently running Client Solutions and the Automotive Sector. Previously, Dave was Director of Proprietary Research for J.D. Power and Associates and held various management positions at Toyota Motor Sales and American Savings Bank.
Dave earned his M.A. and Ph.D. in Applied Psychology from Claremont Graduate University, and earned his undergraduate degree at Shippensburg University of Pennsylvania. He has extensive experience in product, advertising, social trend, and CX research, and regularly writes and presents on those topics. Dave also served as Adjunct Professor of Marketing at California State University, Dominguez Hills, and worked in the Drucker School of Management. He resides in the foothills of the Ozarks with his wife and two daughters in Rogers, Arkansas.
Her career has included working with 3M, CAT, CNA, several BCBS companies, Large Telco, retail and many others. She has helped customers explore how technology and packaged portals and web-content management can benefit marketing, service, contact centers and sales. Janet worked for the IBM CIO's office developing ROI models and business case recommendations for tools and technology deployment inside IBM. Prior to this, Janet worked as a Baldrige Examiner to help companies develop and improve their customer sales and service processes.