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

Johnny Earle
CEO
Johnny Cupcakes
Why have thousands of customers from around the world chosen to get the Johnny Cupcakes' logos tattooed on themselves? And how does Johnny get hundreds of people to camp outside his fake bakeries? Over the past decade Johnny Cupcakes, founded by speaker Johnny Earle, has grown from a "joke" to a multi-million dollar, highly exclusive t-shirt brand driven by a community of world-wide collectors. Johnny shares his story of how he took his t-shirt brand from the trunk of his rusty car at age 19, with a learning disability, to some of the world's most sought after retail locations.
Johnny frequently speaks on entrepreneurship, innovation and brand loyalty at businesses and universities worldwide. He has been named Americas #1 Young Entrepreneur by BusinessWeek, one of the top innovative people in Massachusetts by The Boston Globe, he has been recognized 4 years in a row for making it into the INC 500/5000 fastest growing independent companies in America, and has been featured on MTV, NPR, FORBES, WIRED, and as a case study in several branding and business books.

Jim Tax
VP, Client Management
USAA
Jim Tax leads Client Management for the Enterprise Strategy and Marketing team.  Jim is responsible for planning and executing integrated marketing, sales and service plans for USAA’s insurance, bank and investments unit. 
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.

Michael Perman
Dean of Innovation
Gap, Inc.
Michael Perman is Dean of Global Innovation at Gap, Inc, where he leads innovation programs for new products and consumer experiences across all of Gap’s brands. He leads the “Mindspark” program, which is a multi-sensory team event that addresses key business challenges using creative problem-solving tools.  Michael is also responsible for developing innovation architecture and talent. Prior to joining GAP, Michael was Senior Director of Global Marketing at Levi’s, where he helped reposition the women’s business and introduce Levi’s Curve ID.
Jessica Reinhart
Co-Founder
Origami Owl & Thinkful Inc.
As an innovative entrepreneur, Jessica Reinhart has a passion for building brands with staying power. Her experience is far-reaching, from working as a marketing consultant with internationally recognized brands to launching several successful business ventures, including the direct sales company Origami Owl.

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.

Alison Circle
Chief Customer Experience Officer
Columbus Metropolitan Library
Alison Circle has more than 25 years marketing experience. For 13 years she was National Marketing Director for Garrison Keillor and "A Prairie Home Companion," which included performances, tours, products and international media coverage. Following that she was Account Director at Jack Morton Worldwide, a global branding agency, where her primary client was Target, for whom she managed internal branding, gift card and Target Visa launches. In 2004 she joined CML as Director of Marketing and Strategic Planning. In that capacity she rebranded the organization and won over 20 national and international awards for her work. In 2010 that work was recognized with the Library Journal’s Library of the Year. She blogged about libraries and marketing for Library Journal, titled Bubble Room, and speaks extensively around the nation on the subject. In 2011 Library Journal recognized her work with the Mover & Shaker award. In 2012 she was promoted to Chief Customer Experience Officer where she serves on the Executive Leadership Team and oversees 23 library locations, Marketing and all programs and products. 
Ted Molter
Chief Marketing Officer
San Diego Zoo
Ted Molter is the chief marketing officer for San Diego Zoo Global responsible for public relations, creative services, advertising and design, website, publications, interpretation, sales, licensing and partnership marketing activities that support the World-Famous San Diego Zoo, the San Diego Zoo Safari Park and the San Diego Zoo Institute for Conservation Research the Society’s scientific division. He joined San Diego Zoo Global in 1998 as the associate marketing director in charge of public relations.  In April 2002 he was promoted to director of marketing. 

Ted came to San Diego from Sea World of Ohio, where he worked for 13 years. His tenure there included positions as a penguin keeper and aquarist, ultimately working his way up to become director of the public relations department. The demands of that position ranged from traveling with Airship Shamu to the filming of the movie Pirates with Leslie Nielsen and Eric Idle for Busch Entertainment Corporation. 

Ted is a graduate of Kent State University with a degree in broadcast communications and a field of concentration in biology.  He is an active member of the Association of Zoos and Aquariums (AZA); past education and marketing committee chair, past board member and the founding foundation board chair for the International Association of Amusement Parks and Attractions (IAAPA); board and executive committee member of the San Diego Tourism Authority; and is a board member and past chairman of the California Travel Association.

With the opportunity to reach families around the world with the San Diego Zoo Global mission of conservation, education and family fun, Ted has continued to find ways to combine his passion for animals with an endless desire to share the wonders of nature through innovative marketing and communications programs in Southern California and beyond. 

Rachel McCarthy
VP, Inflight Experience
JetBlue Airways Corporation
As Vice President, Inflight Experience, Rachel is responsible for developing and delivering in-flight Service with the primary objective of maintaining the highest level of customer service being delivered by the 3000+ Inflight Crewmembers at JetBlue.  She has over 25 years of experience within the airline industry, much of it dedicated to the design and implementation of new products and services.

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. 

Kevin Thompson
Vice President of Customer Experience and Development
Barneys New York
Maggie Lang
Senior Director, Guest Marketing
Kimpton Hotels
Maggie joined Kimpton 2.5 years ago with the vision to innovate CRM and Loyalty in the industry. Her responsibilities at Kimpton include Loyalty, CRM, Guest Marketing, Social Media and Restaurant Marketing. Prior to Kimpton, Maggie spent 6 years at United Airlines in a variety of roles spanning Brand Management, Partnership Marketing, Loyalty and Merchandising. At the airline, Maggie launched Travel Options for United and later was responsible for the rebranding as United merged with Continental. Before joining United, Maggie was responsible for Digital Marketing at Walgreens. She got her degree in Economics in her native Sweden.
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.

Andy Levey
Director of Marketing, 360 & Content
Cirque du Soleil
As Director of Marketing, 360 & Content, Andy oversees all corporate marketing, content marketing and social media strategies for Cirque du Soleil shows across the globe. Since joining Cirque du Soleil in early 2011, he has developed unique marketing campaigns that have driven awareness, social growth, and revenue. He has also worked extensively with other large brand partners including MGM Resorts, Disney, The Beatles, the Michael Jackson Estate, the Elvis Presley estate, Nerdist, Marvel, Macys, and Paramount Studios.

@andylevey
@cirque


Claudiu Coltea
VP, Head of Customer Experience
Fresenius Medical Care
Tony Drummond
Vice President, Customer Experience
Manheim
Tony Drummond is Vice President, Customer Experience at Manheim, the world’s leading provider of vehicle remarketing services.  His responsibilities include operationalizing the voice of the customer through experience design, delivery and measurement in a high-touch and increasingly digital B2B auction environment.  Prior to joining Manheim, Tony was Associate Partner, IBM Global Business Services, where he provided customer-centric business transformation advisory services to clients in the Media, Entertainment and Telecommunications industries.

Steve Piehl
Event Strategy & Execution Manager
Harley-Davidson North America
Melinda Briana Epler
Chief Executive Officer
ChangeCatalyst.co
Melinda catalyzes positive social and environmental change through business model innovation, culture and behavior change, brand experience design and storytelling. She has more than 20 years of experience catalyzing social entrepreneurs, mature social enterprises and innovation initiatives for Fortune 500 companies and NGOs.

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.
John Sheppard
Retail Divisional Vice President, New Ventures
REI
Jennie Huynh
CEO
Socialbliss
Follow Her @Socialblisscom
Donna Peeples
Chief Customer Experience Officer
AIG
David Mingle
Executive Director, Global Connected Customer Experience
General Motors
David Mingle is the Executive Director, GM North America Customer Experience at General Motors. In this role, he is responsible for leading the execution of global customer experience strategies and processes in the U.S., Canada and Mexico. This includes customer and dealer standards, as well as contact centers.

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.
Lisa Brenneman
Cross Border Banking Customer Experience
TD Bank
Lisa leads the Cross-Border Banking Customer Experience and Employee Engagement team at TD Bank in Canada, where she works with teams in both the U.S. and Canada to deliver legendary banking experiences for Canadian customers living and traveling in the U.S.
Prior to joining TD in 2009, Lisa spent 20 years in the Consumer Packaged Goods industry holding positions in Innovation, Marketing & Business Strategy at companies such as Diageo, Nabisco, Kellogg’s, Labatt, Burger King and General Mills.  Lisa has a BSc. from the University of Western Ontario.  She currently is the Communications Chair for Ronald McDonald House Toronto. 
Lisa likes to run, golf and adventure travel and has a goofy yellow lab named Beth.

Gina Bhalwalkar
AVP, User Experience & Accessibility
Scottrade
Gina Bhawalkar is AVP of User Experience and Accessibility at Scottrade, Inc. in St. Louis MO, where she oversees a department tasked with designing great customer experiences for traders and investors.   At Scottrade she was hired to establish a User Experience practice within the firm and grow a UX team.  She has grown a team of one to a team of eight UX designers and UX researchers and has integrated user-centered design into the software development process.  In addition to overseeing the UX department Gina leads the firm’s journey mapping efforts and has been thrilled to see this technique embraced and leveraged as a tool to define product strategy from a client-centric standpoint.   Gina is also passionate about ensuring digital products are accessible to all users, regardless of ability, which has led her to oversee Scottrade’s accessibility efforts and educate associates throughout her company on the importance of inclusive design.

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.
Sue Martin
Senior Director of Customer Service
Newegg.com
Sue Martin is the Director of Customer Service at Newegg Inc., the leading electronics-focused e-retailer in the United States. As a 20-year veteran of customer service management, Sue brings a strong background managing large customer service organizations and centers in the airline, wireless, cable and outsourcing and retail industries. Her experience includes center assessments for best practices and standards optimization, agent and management training programs, inter/intra-departmental communications programs and project management. Sue joined Newegg in early 2011 to lead the company’s award-winning customer service division.
John Corrigan
Vice President of Customer Experience
ACT, Inc.
John Corrigan is Vice President of Customer Experience at ACT in Iowa City and is responsible for developing new customer-facing solutions designed to better serve millions of students, educators and educational institutions with personalized experiences.  Mr. Corrigan’s CX organization at ACT includes teams focused on user experience, customer journey mapping, new reporting concepts, customer metrics, web-based solutions, social business models, service design and design thinking.  Prior to joining ACT and entering the not-for-profit sector, Mr. Corrigan spent more than 20 years in the technology industry working for a combination of large and small software and consulting services companies ranging from the global consulting firm Accenture to innovative start-ups in Austin, Texas.  Mr. Corrigan has worked with a variety of technology products and services spanning fields such as cloud-based systems, mobile applications, enterprise software and business intelligence.  Mr. Corrigan has been a keynote presenter at Salesforce.com’s Dreamforce conference, served as a panelist at SXSWedu, presented at Social Media Week and has been quoted in major business publications such as Forbes Magazine.  He earned a B.A. degree at Drake University and M.S. degree from Northwestern University. 
Brenda Morris
Board of Directors
Boot Barn
Brenda Morris is on the Board of Directors of Boot Barn, a western and work wear retailer, carrying quality products and providing excellent customer experiences.  Brenda has over 30 years of experience in finance, accounting and operations roles, with over 20 years in the consumer products, retail and wholesale sectors. Brenda most recently served as Chief Financial Officer for 5.11 Tactical, a tactical gear and apparel wholesaler and retailer. From 2011 to 2013 Brenda was the Chief Financial Officer for Love Culture, a young women's fashion retailer. From 2009 to 2011 Brenda was the Chief Financial Officer for Icicle Seafoods, a premium seafood processor and distributor. Brenda was also Chief Operating Officer and Chief Financial Officer of iFloor.com from 2007 to 2009, Chief Financial Officer at Zumiez Inc. from 2003 to 2007, Chief Financial Officer at K2 Corporation from 1999 to 2003, Controller at Unionbay Sportswear from 1995 to 1999, Controller at Bowers Machine from 1992 to 1995 and held various senior accounting roles at UtilX Corporation from 1987 to 1992 and Wilcox Family Farms from 1984 to 1987. Brenda is a graduate of Pacific Lutheran University, where she earned a bachelor's degree in business administration with a concentration in accounting, and she earned her master's degree in business administration from Seattle University. Brenda has served on the Pacific Lutheran University Board of Regents from May 2011 to present and is the current Vice-Chair of that board. Brenda has served on several non-profit boards in various capacities, including Treasurer, Audit Chair and Compensation Chair. Brenda is a Certified Public Accountant (inactive), Certified Management Accountant and Certified Global Management Accountant.  Brenda is passionate about people and relationships and ensuring that engagement drives results!
Karen Kallet
Chief Digital Officer, SVP of Marketing
BofI Federal Bank
Mrs. Kallet has served as the Chief Digital Officer, SVP Marketing of BofI Federal Bank – Bank of Internet since February 2014. Prior to joining the Bank, Mrs. Kallet was CMO- Chief Marketing Officer for DrWeil.com and was Senior Director of Marketing at DeVry Inc., heading marketing and lead generation for the Carrington Colleges Group.  Prior she was Vice President of Marketing for SkyMall. Mrs. Kallet began her career with 10 years of bank marketing, where she assumed positions of increasing responsibility, including AVP of Direct Marketing and Sales Promotion at Valley National Bank in Phoenix Arizona. Mrs. Kallet completed her graduate program studies in Digital Marketing and Strategic Marketing Management at Stanford Graduate School of Business. Her undergraduate is from Syracuse University.

Jeff Stowell
Head of Customer Experience & Design
Oncue by Verizon
Marianne Scaffidi
Director of Organizational Development & Brand Culture
Swarovski North America
Chip Heath
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.

Jeanne Bliss
Author
Chief Customer Officer 2.0: How to Build Your Customer-Driven Growth Engine
Jeanne Bliss pioneered the Customer Leadership Executive position, holding the role for twenty years at Lands’ End, Allstate, Coldwell Banker, Mazda and Microsoft Corporations. Since 2002 she has led CustomerBliss, a preeminent customer experience transformation company where she helps companies achieve customer-driven growth. She is a worldwide keynote speaker, and sought frequently by major media for her point of view.  Jeanne is the co-founder of the Customer Experience Professionals Association, established to advance the worldwide discipline of customer experience and customer experience practitioners.  She is also the best-selling author of Chief Customer Officer: Getting Past Lip Service to Passionate Action (2006), and I Love You More than My Dog: Five Decisions to Drive Extreme Customer Loyalty in Good Times and Bad (2011).
Carrie Zuchorski
VP, Customer Experience
Handy
Kevin Gibson
Director, Consumer Experience
Humana
Kevin Gibson is the Director of Consumer Experience for Humana’s under 65 direct to consumer business.  He is responsible for creating dialogue around and defining the culture, systems and processes that allow Humana to better understand the consumer, help the consumer achieve his/her best health and make things easy for the consumer.  He is also responsible for enhancing consumer communications to drive trust, build confidence, and lead to positive behavior changes with the consumer’s health. He is a seasoned consultant and process improvement leader with experience managing the implementation of complex process, technology and consumer experience initiatives within the health insurance industry. He joined Humana in 2000 and has held a variety of positions focused on improving how Humana operates.  Most recently he designed and implemented the end to end experience for all consumer who enrolled in individual health insurance through the Affordable Care Act, also known as Healthcare Reform.
Tiger Cosmos
Consumer Experience Specialist
CX Specialist
Started professional career as a Business Analyst for EDS.
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
Christina Colligan
CLT Supervisor
Zappos Family of Companies
I am passionate about Zappos.  Passionate to the extent that I often say, “I’m in love.”  This is my third incarnation of self.  I had my own business in my 20’s, became a stay at home mom in my 30’s and went back to work in my 40’s.  I came to Zappos not expecting anything but a possible job and found myself in the most engaging, driven, emotionally connecting workplace I could have imagined.  It rivals my own business in terms of my engagement level. 
Kate McGunigal
Senior Manager, Consumer Insights
StubHub!
Kate has always been fascinated by people–and enjoys asking questions & observing the marketplace through market research. Those questions have been pointed in different areas (from financial services to social gaming) but the cheerful roar of sports games & concerts currently has her attention. Kate is focused on improving the mobile experience at StubHub.
Carlos Herrera
Senior Product Manager, Cloud Platform
Thermo Fisher Scientific
Carlos is the Global Cloud Software Services Program Manager for Thermo Fisher – Life Sciences Group, which is one of the largest providers of biological products and services for research and applied markets.    He is passionate about technology and how it can become a key enabler to make the world healthier, cleaner and safer.

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 Bodine
Co-Author
Outside In: The Power Of Putting Customers At The Center Of Your Business
Kerry Bodine believes that happy customers lead to happy shareholders. Her book, Outside In: The Power of Putting Customers at the Center of Your Business, helps business leaders understand the financial benefits of great customer experiences — and how their organizations must change in order to deliver them.

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.
James A. Floros
CEO
The Jacobs and Cushman San Diego Food Bank
Jim joined the Food Bank from the Burn Institute, a nonprofit dedicated to reducing fire and burn injuries and deaths, where he served as executive director and CEO from 1992 to 2012. Before that, Floros served as director of community relations at the world headquarters of Project Concern International, a development agency that provides clean drinking water and immunizations in the poorest regions of the world. 
During his tenure at the Burn Institute, Floros significantly expanded the nonprofit from an annual operating budget of $320,000 and 4 employees to 12 employees, a volunteer base of 1,500, an affiliate program, two offices and an operating budget of nearly $1.5 million. When devastating wildfires hit San Diego County in 2007, Floros organized emergency assistance for burn survivors and ramped up efforts to keep the public informed about evacuation procedures. In 2008, Floros was awarded the National Burn Prevention Award from the American Burn Association and the Maltese Award from the San Diego County Fire Chiefs’ Association. Under Floros’ leadership, the Institute became the leading burn foundation in the nation and is held as a national model.
Jim has held officer positions and served on the board of directors for numerous civic and nonprofit organizations. Jim served as board chair for the International Federation of Burn Foundations for seven years and as chair of the Chula Vista Civil Service Commission. Jim also served as president of the board of the Kiwanis Club of San Diego Foundation, chair of the Agency Executive Committee for Combined Health Agencies, and Jim currently serves on the County of San Diego Social Services Advisory Board. Born and raised in Wisconsin, Jim is a Packers fan “for life” and an avid golfer. He lives in San Diego with his wife and two children.

Jennifer Maldonado
Senior Business Analyst, Voice of The Customer Program
Activision Inc.
Jennifer Maldonado has served in dedicated Voice of the Customer and Customer Experience roles for 7 years.  She recently launched Activision’s Voice of the Gamer program and manages the company’s Customer Service Analytics team.  Previously she held titles of Sr. Program Manager, Global Client Experience for Cornerstone OnDemand, and Customer Experience Program Manager for the Business of Law Software Solutions division of LexisNexis.   Her expertise is in organization-wide Enterprise Feedback Management efforts  including CSAT, Net Promoter, Customer Effort Score, Closed Loop Feedback, and Client Advisory Board programs. Jennifer places a heavy focus on process redesign and foundational work enabling trustworthy data and actionable insights, as well as on fostering a client-centric culture by way of storytelling and socializing the Voice of the Customer.
Heather Gjerde
Social Media Specialist
Scripps Health
Heather Gjerde is a social media marketing professional committed to adapting in the evolving digital landscape while remaining grounded in tried-and-true marketing strategy. She began her career at a full-service marketing and brand development firm in Madison, Wisconsin where she practiced public relations and social media for a variety of regional and national consumer brands.
 
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.
Susan Fabry
Director, Customer Experience Design
Sun Life Financial
Susan Fabry is Director of Customer Innovation and Insights for Sun Life Financial U.S. She is responsible for making connections between Sun Life’s products and the company’s broad customer base. Susan approaches her work through holistic creative problem solving and systems logic, as well as with a human needs point of view. She draws upon her more than 15 years of experience using emotional, physical and environmental influences to design solutions that meet the needs of different people. She was named to this position in May 2013.  

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.
Karen Bennett
Senior Manager, Usability, Customer Analytics and Feedback Strategy
The Home Depot
Cassie Alvey
Former VP, General Manager
Mrs. Fields Gifts
Cassie started with Mrs. Fields in the summer of 1999 while she finished her last semester of college pent nearly 16 years with the Catalog division of Mrs. Fields Cookies. She grew within the organization from an administrative assistant to ultimately running the division as the Vice president and General Manager from 2012-2014. During her tenure, Cassie has held various rolls in Sales, Marketing & Merchandising. She also developed the Customer Experience team withing the Mrs. Fields organization. 

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
Director Of Customer Experience
Genworth Financial Inc

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. 

Valary Dornfeld
Director, Digital Guest Experience
Toys R Us
eCommerce & Omnichannel, customer experience executive and SME respected by both peers and managers alike as über-focused on the customer and building for the future, including corporate visibility, brand development, and customer satisfaction. Progressive management experience includes a highly visible leadership role with a top-tier retail corporation and success in building a high quality, strategic, end-to-end Omnichannel customer experience. Presently charged with driving a culture of customer and lifetime value by optimizing the digital customer experience and identifying options for continuous improvement. This is accomplished by leading a newly created eCommerce & Omnichannel team whose focus is ensuring the overall customer experience meets or exceeds both company and customer expectations. 

Build brand loyalty, maximize retail performance, and innovate service offerings by managing eCommerce customer service programs. Develop and motivate top-performing teams by exceeding expectations for training, support, resources, and guidance, and prioritize future strategic business enhancements by incorporating business results, customer insights, competitive industry data, and organizational feedback. 

With an unparalleled commitment to branding and the customer experience, knowledge spans business lines (eCommerce, catalog, wholesale, retail) and channels (phone, web, social, chat).

Leadership Highlights: 
- Delivered consistent, global Commerce experience by adopting existing US policies to align cross-channel customer experience operations, share best practices, and identify potential efficiencies. 
- Built phone order sales to $30+ million over six years by creating and developing phone sales program and structuring policies to grow with the business, including returns, price match, and damaged goods.
- Increased first-contact resolution, improved customer satisfaction, and decreased misinformation by creating call center operating procedures .

Kelly Harper
Director, Customer Experience Learning
BMO Financial Group
Kelly Harper is Director Customer Experience Learning for BMO Financial Group.   Kelly is accountable to develop and implement the Customer Experience Learning strategy for BMO Financial Group. The strategy includes creating customer experience learning curriculum, embed, fostering and sustaining a Customer Experience mindset and fostering a culture of customer experience innovation.

Prior to her current role she was Director Brand & Customer Experience; an enterprise role accountable, from a CE perspective, to drive and implement strategy to build a unique customer experience and champion this across the broader organization;  and, from a Brand perspective, accountable to develop and manage the ongoing implementation of a clear and articulated best-in-class brand strategy.

Kelly has been at the forefront of Customer Experience at BMO since the launch of their vision “to be the Bank that defines great customer experience” in 2008.  She describes herself as the resident “Customer Experience evangelist, coach and quarterback” -  working with line of businesses and Corporate Groups to help strengthen their connection to the customer and reengineer experiences that are valued by the customer and valuable to the organization.  

Kelly joined BMO Financial group in October of 1997 and has held various roles within Marketing.  She spent the first 11years at BMO as part of the Wealth Management Marketing team, before joining Corporate Marketing in 2008 with the re-launch of the BMO brand. 
Kelly holds has a Bachelor of Commerce and Masters of Management Studies, both from Carleton University in Ottawa, Ontario.

Tammy Mihailidis
Vice President, Ecommerce
Gander Mountain
Tammy Mihailidis is a Retail Professional and a Customer Experience “Architect”.  She brings 20 years of experience across all channels of retail including: Catalog, Online, Stores, Mobile and Call Centers.  Her expertise lies in strategic and operational planning, segment leadership, as well as customer experience design, test and measurement.  While she built her talents at Fingerhut and Best Buy, she recently joined the Gander Mountain team where she leads Gander Direct, including; Gandermountain.com, Overtons.com and Customer Service. 
Tammy balances her professional career with family life and enjoys spending time with her husband and 4 children. 

Barbie Fink
Principal Customer Experience Transformation Leader
Adobe Systems
Barbie Fink works with teams and leaders across Adobe to champion customer experience innovation and advocacy on a cross-functional basis. In her current role within Adobe’s Digital Media business unit, she is an agent for change, focused on creating and delivering innovative experiences for customers of many of Adobe’s leading products and solutions, including Adobe Creative Cloud. 

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.
Janna Kimel
Customer Experience Manager, Member Services
Blue Cross Blue Shield of Oregon
Currently the Customer Experience Manager at Regence Blue Cross Blue Shield, Janna C. Kimel has been practicing design and design research since 1991.  Her current role ensures that the organization puts customers first when designing new products and services. Prior to that, Janna was the principal of a small consultancy, third brain studio, llc, where she focused on healthcare and technology and partnered with innovative agencies such as Ziba, IDEO, Lunar, and health care companies including EnteroMedics, Providence.

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.
Leigh-Anne Spokane
Director, Customer Experience & Continuous Improvement
American Cancer Society
Leigh-Anne has worked at the American Cancer Society, a $900M cancer fighting organization, since 2005.  As Senior Director of Customer Experience and Integration, she has played a key role in the transformation of the Society’s CRM strategy team into a full-service Customer Insight and Experience department. The Society’s customer experience strategy is defined by four main components – overall customer strategy, customer insight (including a robust Voice of the Customer program and online analytics), mapping and design and continuous improvement.
Olivia Duane Adams
Chief Customer Officer
Alteryx
Olivia Duane Adams is the Chief Customer Officer and a founding partner of Alteryx. In this role, Libby is responsible for overseeing and maximizing the complete Alteryx customer experience, from engagement to on-boarding, communications, performance, and retention. She has interacted with nearly every Alteryx customer, giving her a holistic perspective of the overall experience from implementation to adoption success.
Kathryn Churches
Customer Experience Manager
American Family Insurance
Kathryn(Katy) is currently the manager for American Family Insurance’s Customer Experience team. An accomplished professional that has spanned across industries and business disciplines, Katy has developed a strong understanding of the customer through a sales, service and marketing lens.  Katy also has experience in care center operations leadership, financial services business development and talent sourcing/management.  Her education includes from a bachelor’s degree from the University of Wisconsin, previously held insurance licenses and a Pathways to Leadership alum. 
James Di Ciaula
Director of Customer Experience and Channel Integration
BMO Harris Bank
Jim Di Ciaula, is Director, Customer Experience, Personal & Small Business Banking at BMO Harris Bank. Jim is a senior leader applying over 25 years of financial services experience to evolving the Bank’s customer experience strategy and supporting discipline.  He is responsible for proactive design and management of the customer experience, in support of the bank’s vision; including establishing Voice of the Customer programs; development of customer insights to inform customer strategies; cultivating customer loyalty, and enhancing the overall delivery of the customer experience.  He is a passionate change agent and visible leader, creating an environment for continued growth and sustained success.

A graduate of DePaul University, Chicago (B.S. Accounting; MBA Finance), Jim began his career at BMO Harris in 1990. He has held a number of leadership positions across the organization including Corporate Audit;  Risk Management; Business Banking; Product Management; Marketing and Customer Strategies; and Acquisition Integration.

Jim has served on numerous community and non-profit boards and committees during his career.  In addition, Jim currently is currently President of the Board for Tri City Family Services, a family-centered mental health and wellness center in the Fox Valley, and a passionate advocate of the not-for-profit community in his home town of St. Charles, including Lazarus House, Living Well Cancer Resource Center and CASA Kane County.  Jim is also an active member of the BAI Retail Delivery Conference Planning Committee and Christ Community Church, St. Charles, Illinois. 

Jeannie Walters
Co-Founder
Global CX Panel
Jeannie Walters is the CEO and Founder of 360Connext, a global customer experience consulting firm dedicated to creating fewer ruined days for customers- improving loyalty, customer retention, and overall customer experience.
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."


Carol Buehrens
Principal, Customer Experience Strategist
ICW Group Insurance Companies
Carol Buehrens has been constructing extraordinary customer experiences for over 30 years for major companies, including Liberty Mutual, Northrop, McDonnell-Douglas, Bechtel, General Electric, Mercury Marine, and ICW Group Insurance Companies. She has authored over 20 books through McGraw-Hill and multiple software vendors. Carol’s passion for improving customer experience has resulted in numerous awards, including the prestigious “2012 CX Innovation Award” from the Customer Experience Professionals Association (CXPA), ICW Group CEO Award, and the Liberty Mutual Star Award. A Founding Member and Expert Panel Member of the international Customer Experience Professional Association (CXPA), Carol is also a Board Member of the San Diego Software Industry Council’s User Experience Business Interest Group (SDSIC-UX BIG), an active member of the San Diego Customer Experience Special Interest Group (CX SIG), and Adjunct Professor at California State University Fullerton.
Colby Hanks
Former Analyst for The Estee Lauder Companies
The Estee Lauder Companies Inc
Colby entered the eCommerce world through the doors of Coremetrics, as a Senior Trainer for the Digital Marketing Optimization suite of products. In 2011, she joined The Estée Lauder Companies as an Online Analyst for the UK region. Originally from Texas, Colby spent nearly 7 years in Europe and returned to the US in 2014 as an independent Online Marketing and Analytics Consultant. Monitoring behavioral trends across a wide variety of audiences and industries, Colby is passionate about harnessing the power of data to turn ideas into results and finding creative ways to engage decision-makers in the process.
Ram Subramanian
Director of Customer Experience Design and Analytics
Discover Financial Services

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.

Daniel Zucker
Senior Manager of Social Media
Autodesk, Inc.
Dan Zucker is Sr. Manager of Social Media at Autodesk, a maker of professional 3D design software and consumer applications. Dan joined Autodesk in 2009 and currently leads Autodesk's social media strategy and social media marketing activities.

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 Quiroga
Executive Director, Customer Experience
Verizon
Miguel Quiroga is Executive Director of Customer Experience for Verizon Communications’ Video/Broadband Division. In this role, he is responsible for establishing and leading the business integration strategy and execution of cross channel customer engagement efforts for both contact center and digital channels including TV, online, mobile, social, and voice. He leads a team focused on creating and implementing customer engagement practices to balance both customer experience and profitability.

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 Feinberg
Senior Director, Product Strategy
Answers
Eric works with product, delivery, sales and marketing teams to ensure Answers Cloud Services brings innovation and operational excellence to its offerings. Since joining ForeSee by Answers in 2004, he has contributed to the organization’s strategic growth, particularly providing leadership around mobile solutions.

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.

Kellan Williams
Manager, Customer Insight & Analytics
Safelite AutoGlass
Bridget Stallkamp
Managing Director, Root Insights
Root Inc.
Bridget is the Managing Director of Root’s Bright Spots practice, which uses proven research methods to uncover the critical, yet non-obvious, drivers of performance with organizations. She is passionate about harnessing the tacit practices of those most successful at their jobs and replicating that success with the average employee to drive overall business results.

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.
Fred Brown
Founder and Chief Executive Officer
Next IT
       Fred Brown is the Founder and CEO of Next IT Corporation—a company changing the way people interact with technology. Prior to Next IT, Fred was founder, president and CEO of LineSoft Corporation. At LineSoft, the calf-roper turned entrepreneur broke new ground in the energy industry with the development of software systems that are now considered industry standard worldwide. With Next IT, Fred continues to revolutionize technology's impact on business with his newest vision–personalizing and humanizing user interactions with technology. Fred is also actively involved in organizations serving the northwest educational and scientific communities, serving on the Board of Trustees at Gonzaga University as well as founding WIN Partners LLC, a private investment fund for aspiring technology entrepreneurs in Spokane, Washington.
Dan Bentz
Executive VP, Experience Strategy
Universal Mind
Dan Bentz loves working to convert complex ideas into elegant customer experiences and champions the role of Strategist while leading the Solutions Strategy practice at Universal Mind. Dan is an indomitable strategist, with the ability to analyze and advance solutions — the more complicated and involved, the better — particularly in regard to organizational and customer experiences.
Dan brings more than 22 years of real-world experience in being an organizational and experience strategist and has worked in multiples industries for companies big and small, such as Honeywell Technologies, International Paper, James River, Haworth, and U.S. Navy contracting. He has a Masters in Organization Leadership and a BS in Organizational Management, both focused in the organizational and customer experience realms.
Aside from talking your ear off about the informal culture of an organization, Dan has never met a bad joke he didn’t immediately foist upon suspecting coworkers. When not in the field, he spends his time with his wife, kids and dogs in Indiana.

David Jackson
CEO and Co-Founder
Clicktools - a CallidusCloud company
David Jackson is one of the original founders and CEO of Clicktools, the world’s leader in the field of customer feedback integrated with CRM. He developed the Excellence in Customer Experience assessment framework and is widely recognized as an expert in the area of customer focused organizations. Much of his time is spent with clients, working with senior managers to design and implement effective feedback measurement and management strategies to build organizations that can continually adapt to meet changing customer needs. David is a popular speaker around the world.  He has had many articles published and is the author of several books, including “Dynamic Organizations: The Challenge of Change” and “Becoming Dynamic.”  When not working, he enjoys listening to an eclectic selection of music and water color painting, at which he needs much practice!
Ron Coughlin
President
Strottman International
Ron’s professional passion is grounded in understanding the needs and motivations of today’s families and working with brands/organizations to create emotional connections with this target customer group. His client experience has covered a wide variety of retail channels including Quick Service Restaurants, Home Improvement, Financial Services, Mobile Devices, Mass Merchandise, Consumer Electronics to name a few.

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.

Katie McCarthy
Consumer Insights Analyst
Strottman International
With an innate curiosity for people and culture, Katie’s passions have always been focused on understanding why people tick and how brands can strategically fulfill the needs of their target consumer. A Millennial Mother herself, she spends her time immersed in the complicated and hectic world of motherhood. Together with this, her background in psychology and brand planning is a perfect combination to understand what truly drives Millennial Families and how brands can win with them today. Katie is in the process of working on The Story of Millennial Families.

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.

Jim Haudan
Chairman and Chief Executive Officer
Root Inc.
Jim Haudan is a different kind of CEO, with a passion that goes beyond leading Root to success. For more than 20 years, he has been helping organizations unleash hidden potential by fully engaging their people to deliver on the strategies of the business. With his background as a coach, it’s not a stretch that the company Jim co-founded focuses on tapping employees’ discretionary efforts – the kind that produces winning results.

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.
Matt Cohen
Vice President of Global Strategic Accounts
Clarabridge
Matt Cohen, Vice President of Global Strategic Accounts at Clarabridge, has been helping Global 1000 brands improve their consumers' experience for nearly 10 years. As one of Clarabridge's first employees, Matt has pioneered and evangelized the use of text and sentiment analytics to drive Customer Experience Management (CEM) programs that increase consumer satisfaction, top-line and bottom-line revenue. By focusing on CEM maturity and Voice of the Customer analytics from all feedback channels (social media, surveys, call center recordings, review sites, and more), Matt helps leading brands evolve and differentiate themselves in a consumer-driven marketplace.
Stacey Nevel
Director, Customer Experience Consulting
Confirmit
Stacey Nevel is a seasoned Engagement Management professional with 18 years of experience managing employee and customer loyalty programs from both the client and vendor sides of the business. Stacey is an expert in the linkages between VoC, VoE and operational metrics to positively impact customer loyalty and product usability.
Brian Snader
Vice President Client Development
Integrity Solutions
Brian Snader is the Vice President of Client Development for Integrity Solutions®,  a 45-year old performance improvement organization that focuses on developing organizations to achieve measurable business results — increasing sales, improving customer loyalty, employee engagement and retention. 

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 Fish
SVP, Expert Services
MaritzCX
 
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.

Thomas Engdahl
President/CEO
NPL
A seasoned emerging high tech start-up executive, Tom launched, operated, and expanded many successful businesses, including Applied Digital Access (ADAX Public 1994), Pathfire Inc. (sold to DG Systems 2005), Alopa Networks, (sold to Arris 2004), and Radiance Technologies (sold to Comcast 2008). 
Karen Konkel
Customer Engagement Specialist
LivePerson, Inc.
Karen Konkel is a digital customer engagement specialist from LivePerson. For over 20 years Karen has been helping executives evolve their customer experience strategies to provide measurable business value. Today’s consumer is more in control than ever before, creating new challenges for brands. They want more choices, with less effort and have higher expectations for service. Karen is a strategic resource in planning and sharing ideas to better manage the digital-first consumer.
Chris Travell
Vice President, Strategic Consulting
MaritzCX
Chris Travell is the Vice President, Strategic Consulting for MaritzCX where he is responsible for coordinating efforts amongst MaritzCX global offices to understand and interpret more fully the important trends facing automakers in North America, Europe, and Asia –Pacific. Chris joined Maritz in 1996 and has primarily been responsible for the company’s Canadian automotive operations. He began his career with Mazda and Toyota way back in 1986. He worked in a variety of field and head office positions. At Mazda Chris managed the vehicle distribution area and at Toyota he worked in the market representation department which involved locating new dealers and upgrading existing.  He has also held senior positions at R.L. Polk and JD Power & Associates.
Robi Ganguly
CEO & Co-founder
Apptentive
Robi Ganguly co-founded Apptentive, Inc. in 2011 and serves as its Chief Executive Officer. Robi spent 3 years at WebEx Communications, where he built one of the industry's first SaaS pricing strategies. He then joined Yahoo!, where he created the Supply Management practice and set many of today's ad standards. Since leaving Yahoo! in 2008, he has advised several global CPG brands on their digital communications strategies, which led him to create Apptentive. He attended Pomona College, graduating with a degree in Politics, Philosophy and Economics.

Robi is a frequent writer and speaker on topics related to mobile customer retention,relationship management, and lifetime value. Recently Robi has spoken at Salesforce’s annual Dreamforce Conference, presented an online seminar on “Measuring Mobile Customer Lifetime Value” with the Application Developers Alliance, and delivered keynote talks at the 360iDev and Mobile Commerce World conferences. He also frequently provides his perspective to the mobile, wireless, and software technology trade press. Please visit the Apptentive site “Press & Events” page for examples of his speaking and trade press coverage.
Janet Iams-Shannon
WW Sales Leader for Web Experience Solutions
IBM
Janet has worked in the web solutions space for 14 years.   She has consulted with many companies on their journey to a omni-channel experience for B2C. B2B and B2E.

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.
Scott Griffith
VP, Executive Strategist
Market Force
With over 15 years in practice, Scott’s a leading strategist with expertise in planning and implementing customer intelligence solutions. As Vice President and Executive Business Strategist at Market Force He has worked with prominent restaurant, retail, telecom and financial services brands in the US, Canada, Europe, and Australia; and currently leads a cross functional team supporting an extensive portfolio of clients.  Scott’s work is focused on providing analytics, strategy, and solutions designed to help clients grow sales and profits.  Prior to Joining Market Force Scott Co-Founded a Customer Intelligence Software firm in Canada that was acquired by Market Force in 2011.  He holds an honors Commerce degree from U of M, with emphasis in mathematics.