Kick off the conference by connecting with fellow CX leaders, innovators, and changemakers in a dynamic, interactive session designed to go beyond small talk. This isn’t just networking—it’s about discovering shared challenges, fresh perspectives, and new ideas around understanding the modern customer. Whether you're an AI explorer, a frontline expert, or a VOC strategist, this session sets the stage for deeper conversations throughout the event.
• Learn how customer experience efforts translate into tangible business outcomes, proving value for long-term dependability, and how to stay in touch with the heart of your customer.
• Discover how implementing new technologies/Gen AI can enhance your customer journey, hurdles in bringing it to market, and how to maintain customer trust throughout the process.
• Develop an actionable framework to navigate a new generation of agents and consumers through change management, upscaling your team and maintaining both colleague and customer satisfaction.Â
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Speaker: Gerardo Mejia, Executive Vice President - Global Servicing, AmexÂ
Moderator: Justin Robbins, Founder & Principal Analyst, Metric Sherpa
For CX leaders, the AI-fueled pace of change is leaving traditional agility gasping for air. IBM will share new research and insights into what is setting leading executives apart from their underperforming peers and how harnessing the strategies and technologies necessary to succeed is delivering expected ROI on AI projects, driving revenue growth, accelerating profitability, and expanding customer retention.
Turning these insights into actions will help you reach your CX aspirations, turning user needs and intelligence into AI-powered experiences that improve loyalty, satisfaction, and competitive advantage.
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Ambhi Ganesan, Partner, IBM Consulting
• Learn proven methodologies to elevate your data from a passive resource to an active business asset, creating measurable ROI through enhanced customer insights and personalized engagement strategies.
• Master practical techniques for unifying fragmented customer data across departments, enabling predictive analytics that anticipate customer needs and drive loyalty while maintaining compliance standards.
• Discover how leading organizations are transforming raw customer data into meaningful relationships, with actionable frameworks that balance personalization with privacy to create competitive advantage in today's experience economy.Â
Jaime Hodari, Chief Commercial Officer and CEO, Building operations and Experience, CBRE
Kevin Vasconi, Chief Digital and Technology Officer, Papa Johns
Christina Goldschmidt, VP Product Design, Warner Music Group
Moderator: Joe Meersman, Managing Partner, Gyroscope
• Learn proven strategies from Vanguard's CX Alpha initiative to gain and sustain long-term executive support for your CX programs, even as technology rapidly evolves.Â
• Discover how to effectively measure and articulate the tangible client and business value generated by your CX efforts, moving beyond traditional metrics to showcase a compelling return on investment.
• Gain actionable insights into leveraging hyper-personalization, AI, and behavioural science—grounded in core CX principles—to design interventions that deliver significant, measurable outcomes for both your clients and your organization.
Nathan Zahm, Head of Investing and Saving Digital Experience, Vanguard
Moderator: Nate Brown, Head of Education and Enablement, Metric Sherpa
AI in CX is evolving beyond automation toward genuine understanding. In this session, Parloa unveils how its Agentic AI platform enables enterprises to deliver human-level customer relationships at scale—without the typical OpEx of traditional service models. Drawing on global deployments with Fortune 500 companies, we’ll explore how managing AI agents like human teams transforms service from a cost center into a growth engine, driving measurable gains in satisfaction, efficiency, and revenue.
Daniel Nieves, Regional Vice President, Parloa
• Develop a CX team with strong emotional intelligence and empathy that enables your organization to deliver personalized, compassionate, and memorable experiences that drive loyalty and advocacy.
• Foster a culture of creativity, experimentation, and calculated risk-taking, CX leaders can unlock new opportunities for growth, differentiation, and customer delight.Â
• Develop CX leaders who can inspire, motivate, and empower their teams to create a shared vision and purpose that drives customer obsession, collaboration, and continuous improvement, ultimately leading to
sustainable business success and growth.Â
Heather Bissell, Senior Director Customer Care, Nordstrom
Moderator: Nate Brown, Head of Education and Enablement, Metric Sherpa
Take a break, grab a bite, and dive into meaningful conversation.
This isn’t your typical conference lunch. We’re turning the tables—literally—with curated Conversation Cards designed to spark fresh thinking, honest dialogue, and unexpected connections around the future of customer experience.
Whether you're sitting with familiar faces or meeting someone new, each card offers a thought-provoking question or challenge to explore—from AI ethics to empathy at scale, and everything in between.
No agenda. No presentations. Just great food and even better conversation.
Come hungry for ideas, and leave with new perspectives (and maybe a few new contacts too).
Unlocking Real-Time Customer Insights: Removing the Noise Between You and Your Customers with AI
Many organizations aim to be customer-centric, but fragmented feedback channels, manual analysis, and regulatory complexity often get in the way. This presentation will uncover the biggest blockers preventing teams from identifying and acting on customer insights in real time. Discover how AI can unify customer feedback, automate analysis, and surface critical issues instantly—enabling your teams to drive growth, reduce churn, and strengthen customer loyalty.
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Learn how leading financial organizations:
• Unify fragmented feedback and automate real-time analysis with AI to replace manual, siloed processes.
• Surface critical issues instantly to proactively reduce churn and strengthen customer loyalty.
• Turn customer insights into growth opportunities by enabling teams to act faster and more effectively.
Chris Bryan, Director of Product Marketing, UnitQ
• Explore how real-world case studies demonstrate the integration of AI into daily operations, leading to extended service hours and enhanced customer experiences. Learn practical strategies to streamline processes and maximize resource utilization.
• Access to a step-by-step guide designed to simplify AI adoption. This checklist will provide actionable insights to help your organization seamlessly incorporate AI technologies, ensuring a smooth transition and immediate operational benefits.
• Discover how to foster a culture of innovation by utilizing AI to add value to your services. Learn how to leverage AI tools to offer personalized, data-driven solutions that meet evolving customer needs and expectations.
Moderator: Joe Meersman, Managing Partner, Gyroscope
• Discover how AI-driven personalization can open up new avenues for revenue generation by tailoring products and services to meet the unique preferences and needs of individual customers, enhancing their satisfaction and loyalty.
• Learn how AI can be used to create highly engaging and interactive customer experiences that drive higher conversion rates and increase lifetime customer value, by delivering relevant content and offers at the right time.
• Explore strategies for leveraging AI to differentiate your brand in the marketplace, offering unparalleled personalized experiences that set you apart from competitors and attract a broader customer base.Â
Justin Robbins, Founder & Principal Analyst, Metric Sherpa
• Gain crucial insights into evolving global cost structures and emerging outsourcing destinations, empowering you to make smarter, future-proof BPO selection decisions.
• Learn proven strategies to effectively vet potential partners and seamlessly migrate operations, ensuring minimal disruption and accelerated achievement of your quality and efficiency targets.
• Hear directly from BPO leaders on how to strategically reduce operational costs while enhancing customer experience and learn what truly makes a client-BPO partnership thrive in today's dynamic environment.
Nate Brown, Head of Education and Enablement, Metric Sherpa
• Discover What Sets Top CX Executives Apart: IBM reveals exclusive research into the strategies and technologies that distinguish high-performing leaders from their peers.
• Turn AI Investment into Tangible Business Outcomes: Learn how leading organizations are achieving measurable ROI—boosting revenue, accelerating profitability, and increasing customer retention.
• Transform Insights into Actionable Experiences: Harness AI to convert user needs into intelligent, loyalty-driving CX that enhances satisfaction and competitive edge.
Rosane Giovis, Partner, Global Customer Service Transformation Offerings Leader, IBM
Raju Kattady Vice President - Retail, Consumer Products, Industrial, Travel & Transportation, IBM Technology Sales
• Hear how Barnes & Noble uses Ada’s AI CX platform to track metrics like AI Handle Time, CSAT, and conversation quality, unlocking data-driven insights that go beyond ticket deflection to elevate satisfaction and efficiency.
• Discover how automation insights can inform broader CX strategy and business decisions.
• Learn from Barnes & Noble’s operational blueprint to orchestrate consistent, cohesive, efficient AI customer service across chat, email, and voice.
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Brendan McGuire, Enterprise AE, Ada
Michael Locurcio, Head of IT, Barnes and Noble
• Discover how leading CX teams are using AI to strike the right balance between automation and human support, helping agents deliver faster, more accurate responses that elevate customer satisfaction.
• Learn how to apply AI and automation where they create the most value—enhancing agent productivity, improving resolution times, and personalizing every customer interaction.
• Explore proven strategies to build AI-driven workflows that scale effortlessly, ensuring speed, consistency, and meaningful engagement across every customer touchpoint.
Lawrence Solis, Sr. Strategic CX Account Executive, Freshworks
In this fireside chat, Suyog Singh, VP of Product & AI Strategy at Oportun, joins Chris Reese, VP of Customer Success at Cresta, to share the lessons learned from Oportun’s journey to modernize its contact center with AI.
Suyog will discuss how his team designed and validated a scalable framework for using AI to enhance human performance—empowering agents with real-time assistance, translation, and data-driven coaching while achieving 100% QA coverage. The conversation will unpack what worked, what didn’t, and how to build the cross-functional alignment required to translate AI pilots into measurable business results.
Key Takeaways:
• How to structure and test AI initiatives for real operational ROI
• Best practices for aligning data, product, and CX teams around shared outcomes
• How to use AI-driven insights for targeted coaching and performance consistency at scale
• Learn methodologies to capture and interpret the genuine voice of your customer, transforming raw feedback into actionable insights that reveal unmet needs and emotional drivers behind purchasing decisions.
• Explore practical frameworks for dismantling organizational silos, creating cross-functional collaboration that enables seamless customer journeys aligned with your brand promise at every touchpoint.Â
• Discover how to explicitly connect your customer experience initiatives to your overall brand strategy, ensuring every interaction reinforces your unique market positioning and translates into measurable business
outcomes and sustains customer loyalty.Â
Sharon Scanlon, SVP Group Protection Product, Workplace Solutions Marketing and Customer Experience, Lincoln Financial
Moderator: Branden Cobb, Fractional Chief Marketing Officer, MarketingExec.US
• Support redefined: No longer a cost center, modern support is now where purchase intent, loyalty, and lifetime value intersect.
• From resolution to revenue: AI is transforming service moments into sales opportunities and churn prevention into growth.
• Real-world playbook: Real-world strategies and examples of how forward-thinking companies are making support a true growth driver.
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Charles Studt, Chief Marketing Officer, Sendbird
• Learn how AI analyzes customer feedback across channels to uncover critical CX issues and drive improvements—while also revealing customer attitudes toward AI, how to build trust and early usage trends through fresh data and insights.
• Discover how AI forecasts customer behavior from VOC data, enabling proactive action and churn reduction. See how AI complements existing CX tools like surveys and journey mapping to enhance traditional methodologies.
• Engage the new-age customer with smarter insights—discover how AI helps turn data into action, enabling personalized experiences and driving meaningful change across your VOC program.
Cathinka Wahlstrom, Chief Commercial Officer, BNY
Mike Kresse, Executive Vice President, Commercial and New Payments Flows, Mastercard
Katie Webb, Chief Digital & Experience Officer, Synovus
Gayathri Krishnamurthy, Head of Product Marketing, Level AI
Moderator:Â Justin Robbins, Founder & Principal Analyst, Metric Sherpa
Unwind, connect, and continue the conversation over drinks with fellow CX leaders, innovators, and changemakers. This relaxed, informal session is designed to help you build meaningful relationships beyond the conference room—whether you're reconnecting with peers or meeting new faces in the industry.
Host: Janis Avila, Customer & Employee Experience
·       Leading with Authenticity & Purpose
·       Breaking Barriers & Amplifying Voices
·       Building Bridges & Supportive Communities
·       Balancing Professional Growth & Personal Wellbeing
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PANEL:
Heather Bissell, Senior Director Customer Care, Nordstrom
Christina Goldschmidt, VP Product Design, Warner Music Group
This dynamic, unscripted session is your opportunity to bring real-world challenges, burning questions, and bold ideas to the table. Whether you're navigating complex customer journeys, experimenting with new tech, or rethinking CX strategy—this is your space
to ask, share, and learn.
Led by a panel of industry experts and guided by audience input, the Open Question Forum is designed to spark candid dialogue, uncover practical solutions, and surface the questions others might not be asking yet.
No slides. No filters. Just real conversations.
• Optimize Agent Performance & Satisfaction by implementing next-gen training programs that empower your team with the skills to delight modern consumers, leading to higher job satisfaction and lower churn.
• Learn to navigate organizational change with precision, ensuring your workforce embraces new tools and strategies to continuously elevate the customer journey.
• Discover how strategic upskilling and a proactive approach to consumer engagement translates directly into superior customer experiences and sustainable market leadership.
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Shuvankar Roy, Chief Customer Experience Officer, Optimum
Moderator: Aaron Jackson, Reuters Events
• Explore practical strategies to move beyond fear and hype, building understanding and confidence in AI's potential among your service teams.
• Learn how to identify opportunities where AI can augment human capabilities, freeing up staff for higher-value interactions and co-creating superior customer and employee experiences.
• Discover leadership principles and communication tactics essential for championing AI adoption, encouraging experimentation, and embedding a culture of continuous learning around AI tools.
Miya Gray Torain, VP, Customer Experience & Engagement, Pfizer Digital
Andrew Hohwald, Director, AI Enablement, HCA Healthcare
Palin Liu, Head of Client Experience - Retail Institutional Services CX, Charles SchwabÂ
Shawn Zhang, CTO and Co-Founder, Sanas
Moderator: Justin Robbins, Founder & Principal Analyst, Metric Sherpa
• Learn how AI analyzes customer feedback across channels to uncover critical CX issues and drive improvements—while also revealing customer attitudes toward AI and early usage trends through fresh data and insights.
• Discover how AI forecasts customer behavior from VOC data, enabling proactive action and churn reduction. See how AI complements existing CX tools like surveys and journey mapping to enhance traditional methodologies.
• Explore how AI segments audiences and personalizes interactions based on individual needs—delivering tailored experiences and integrating seamlessly with your VOC program for a more complete view of the customer journey.
 
Daniel Blatt, Senior Director CX & Behavioral Psychology, Pfizer
Chris Chaten, VP Digital Strategy, Transformation, & Innovation, First Citizens Bank
Angie Han, Senior Director of Client Engagement, NPS Prism by Bain & Company
Moderator: Nate Brown, Head of Education and Enablement, Metric Sherpa
• Foster a culture of intergenerational collaboration, where employees of different age groups work together to share knowledge, skills, and experiences.   Â
• Lead your teams with a communication strategy that considers the diverse communication styles and preferences of different age groups, including digital natives, Gen X, Baby Boomers, and Traditionalists.   Â
• Reduce turnover rates with recognition programs that value contributions from all generations, celebrating both digital innovation and traditional expertise. Â
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Andrew Schulkind, VP of Customer Experience, Domino Amjet
ROUNDTABLE 1:Â Re-ignite the spark for customer care amongst existing agents whilst motivating the new generation of agents as they onboardÂ
• Develop programs that focus on improving a sense of pride when delivering good service to improve agents care towards the outcome of each interaction.
• Establish a peer recognition system where agents can nominate colleagues for exceptional customer care, fostering a culture of appreciation.
• Leaders should exemplify the values and behaviors they wish to see in their teams. By demonstrating passion forcustomer care, leaders can inspire agents to emulate the same level of
dedication and enthusiasm.
Nate Brown, Head of Education and Enablement, Metric Sherpa
• Develop strategies to optimize CX investments while maintaining budget constraints, ensuring maximum ROI for CX initiatives.
• Master techniques for prioritizing CX projects and allocating resources effectively to achieve the best balance between cost savings and customer satisfaction .
• Learn to create data-driven business cases that justify CX expenditures to stakeholders, demonstrating the long-term value of customer-centric investments.
Justin Robbins, Founder & Principal Analyst, Metric Sherpa
ROUNDTABLE 3: Revolutionize your contact center with AI: Boost productivity, reduce costs and empower the front line through the utilization of AI
• Understand how AI can enhance the customer experience by providing personalized interactions, ensuring that customers receive timely and relevant support, that drives loyalty
and retention.
• Gain a new level of service with the power of AI tools such as agentic AI and specialized language models, creating efficiency and accuracy to match the expectations of today’s consumers.
• Predict and resolve faster with predictive AI to analyze customer data, anticipating common inquiries and issues, reducing average handling time and enabling agents to resolve queries more efficiently. Utilize AI to help agents get the best answer for customers, allowing them to focus on more complex tasks.
Joe Meersman, Managing Partner, Gyroscope
An MIT study shows 95% of enterprise AI projects fail to deliver ROI—yet some companies are achieving 10X returns through targeted CX automation. Join Daniel Ziv, Global VP of AI Analytics at Verint, for a dynamic workshop designed for senior CX leaders. Discover how generative and agentic AI are transforming customer experience, cutting costs, and driving revenue. Walk away with a proven framework to accelerate AI impact in your CX strategy—today.
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Don’t miss this opportunity to lead with confidence and unlock real business outcomes.
SPONSORED BY VERINT