Agenda
Bold Starts: Monday
Jun 12- 2:00 pm – 4:45 pm CDT Forrester Workshop Sessions
- 2:00 pm – 5:00 pm CDT ForrWomen Leadership Program
- 3:30 pm – 5:00 pm CDT Certification
- 3:30 pm – 5:30 pm CDT Analyst Relations Exchange
- 5:00 pm – 6:00 pm CDT Welcome Reception
- 5:30 pm – 7:00 pm CDT ELE: Peer Meet & Greet Reception
Tuesday
Jun 13- 8:15 am – 9:15 am CDT Breakfast
- 9:15 am – 11:00 am CDT Opening Remarks & Keynotes
- 11:00 am – 11:30 am CDT Marketplace Break & Networking
- 11:30 am – 12:40 pm CDT Breakout Sessions & Case Study Sessions
- 12:40 pm – 1:45 pm CDT Lunch, Marketplace Break, Learn Sessions
- 1:45 pm – 3:35 pm CDT Breakout Sessions & Case Study Sessions
- 3:05 pm – 4:05 pm CDT EX Certification
- 3:35 pm – 4:20 pm CDT Marketplace Break & Networking
- 4:25 pm – 4:55 pm CDT Keynote Session
- 5:00 pm – 5:35 pm CDT Customer-Obsessed Enterprise Award Winner & Closing Remarks
- 5:35 pm – 6:35 pm CDT Reception
- 7:00 pm – 9:00 pm CDT Executive Leadership Exchange (ELE): Private Dinner
Wednesday
Jun 14- 8:30 am – 9:30 am CDT Breakfast | Majestic Breakfast
- 9:30 am – 10:50 am CDT Keynote Sessions
- 10:50 am – 11:35 am CDT Marketplace Break & ELE Roundtables
- 11:35 am – 2:50 pm CDT Breakout Sessions & Case Study Sessions
- 12:40 pm – 1:45 pm CDT Lunch, Learn Sessions, ELE Private Lunch
- 1:45 pm – 2:15 pm CDT Mastering CX Certification
- 1:45 pm – 3:05 am CDT Breakout Sessions & Case Study Sessions
- 2:55 pm – 3:35 pm CDT Marketplace Break & Networking
- 3:40 pm – 4:50 pm CDT Guest Keynote Sessions
- 4:50 pm – 7:05 pm CDT Reception & Special Entertainment
Thursday
Jun 15- 8:30 am – 9:30 am CDT Breakfast
- 9:30 am – 10:35 am CDT Breakout Sessions & Case Study Sessions
- 10:35 am – 11:15 am CDT Marketplace Break & Networking
- 11:15 am – 11:45 am CDT Breakout Sessions
- 11:50 am – 12:30 pm CDT Keynote Session & Closing Remarks
Bold Starts: Monday Jun 12
ForrWomen Leadership Program: Advancing Women’s Leadership (In-Person Only)
Join us as we focus on how to help advance women leaders in your organization break down barriers and overcome challenges. Learn from your peers on advancement strategies for women leaders and participate in a conversation about how to develop meaningful relationships with women leaders in CX, B2C, and Digital. All are welcome to join!
Stay tuned for the Agenda. Details to follow.
Speakers:
Katy Tynan, VP, Principal Analyst, Forrester
Catherine Beck, VP, Customer Experience & Analytics, Ameriprise Financial
Tisha Cole, Director, Customer Insights, Kenvue, part of the Johnson & Johnson Family of Companies
Elena Parlatore, Head of Global Consumer Experience, PepsiCo
Addie Swartz, CEO, reacHIRE
Certification | Mastering CX Workshop: Hone Your CX Measurement Practice (In-Person Only)
Solid CX measurement is vital to the success of any customer experience program. Without it, you risk guessing at the right areas to focus and missing out on buy-in and budget. This session will introduce a selection of Forrester’s CX measurement and ROI tools, then provide hands-on practice identifying the right metrics for your organization. The session provides a live sample of Forrester’s Mastering CX Certification course, available for individuals and teams looking to improve their CX skills.
Speakers:
Su Doyle, Senior Analyst, Forrester
Jenna Wohead, Director, Product Management, Forrester
Forrester Workshop Sessions (In-Person Only)
Join on of our interactive, in-person sessions led by Forrester analysts, featuring hands-on exercises that equip you with the skills needed to lead change. Engage with peers from other firms to enhance your skills and collaborate on common challenges. Workshop topics coming soon.
3:30 pm - 4:45 pm | First Look: The US Health Insurers Customer Experience Index, 2023
Although the US health insurance industry has (for the most part) been making a slow, steady climb in Forrester’s CX Index, the industry still stubbornly remains in the bottom half of industries tracked in our benchmark study. Session participants will get the first look at Forrester’s latest data on the industry and learn about bright spots that drive better health insurance experiences.
During this interactive session, participants will:
- Explore Forrester’s latest CX Index data for the US health insurance industry.
- Understand the top drivers of US health insurance CX quality.
- Engage with peers to learn ways that other US health insurers are overcoming hurdles and succeeding on these drivers.
Speakers:
Judy Weader, Principal Analyst, Forrester
3:30 pm - 4:45 pm | Driving CX And Trust In Banking: How To Do The Work That Matters Most
Retail banks that want to improve CX and customer trust, and also drive business outcomes such as loyalty, need to focus on the key drivers of CX quality and trust. Unfortunately, most departments spread their efforts too thin and have trouble making progress on the most vital initiatives, or in the case of trust, many banks don’t really understand what drives customer trust.
During this interactive session, participants will:
- Explore Forrester’s latest CX Index and Trust Index data for banking.
- Understand the top drivers of CX quality and customer trust in banking.
- Learn the strategies for staying focused on these drivers and best practices for improving on them.
- Examine their organization’s own performance on these top drivers.
- Engage with peers to learn ways that other banks are overcoming hurdles and succeeding on these drivers.
Speakers:
Alyson Clarke, Principal Analyst, Forrester
Analyst Relations Exchange (In-Person Only)
Targeted program for analyst relations leaders designed to provide private networking for AR professionals, insight on Forrester’s value proposition, product plans and research methods benefitting high-tech and service provider companies. This event is offered in-person only.
3:30pm-3:45pm | Pre-Forum Coffee & Networking
Find your seat, grab a coffee, and mingle with your fellow AR colleagues prior to the content agenda.
3:45pm-3:55pm | Welcome and Kick-Off
Speakers:
Jeff Lash, VP, Global Product Management, Forrester
3:55pm-4:15pm | Forrester Research Strategy and Update
Speakers:
Sharyn Leaver, Chief Research Officer, Forrester
4:15pm-4:45pm | Forrester’s Research Methodology And Insights For High-Tech & Service Providers
Speakers:
Danielle Jessee, Director, Evaluative Research, Forrester
5:00pm-5:30pm | Private Reception With Forrester Analysts
Enjoy light refreshments and connect with peers and Forrester executives and analysts during this private reception.
Welcome Reception (In-Person Only)
Join us for refreshments and light appetizers. All registered attendees are welcome.
Executive Leadership Exchange (Invite-Only): Networking Reception
Join us for a pre-conference reception where you can network with Forrester experts and industry peers who will be part of the ELE program throughout the event.
Tuesday Jun 13
General Breakfast
Opening Remarks
Speakers:
George Colony, CEO, Forrester
Keynote: Supercharge Your Customer-Obsessed Growth Engine
The business world is finally moving at the speed that digital consumers demand. Outdated growth strategies focusing on extracting value from customers will fail — and that includes your playbook from as recently as 2019. To grow, you must focus on creating value for customers efficiently, consistently, and constantly, and that means ensuring that your customer-facing departments are in lockstep and moving apace.
In this keynote, you’ll learn:
- How and why aligned marketing, CX, and digital functions will drive you toward growth.
- How technology and insights represent the fuel that will power your growth engine.
- The key challenges to plan for — and the bright future that lies ahead.
Speakers:
Melissa Parrish, VP, Group Director, Forrester
Guest Keynote: How A US National Retail Chain Delivers On Customer Obsession
Rob will discuss Tractor Supply’s Life Out Here Strategy and how it is propelling the company toward customer obsession. He will share how bringing together the Strategy, Technology and Digital functions of the business has allowed the organization to focus on providing Legendary Service to their customers by building on the “relationship retailer” mindset. The framework he will share is more than just customer facing capabilities – it’s tools that enable their Team Members to be empowered and interact with customers more effectively. He will also share how they are leveraging data and insights to power the decisions they are making when it comes to new capabilities for both customers and the Team.
Speakers:
Rob Mills, EVP and Chief Digital, Strategy and Technology Officer, Tractor Supply Company
Marketplace Coffee Break & Networking (In-Person Only)
Marketplace breaks are your chance to connect with sponsors and catch up with colleagues on the show floor.
Check out our Sponsor Spotlights to learn more about the next great solution for your team.
Attend one session:
11:05 am CDT - MessageGears: Doing More With Less: Making Your Tech Stack Work For You, Not Against You
When your brand’s data is organized and accessible, chaos becomes order. When tech gets out of the way, your customer’s data and behavior lead the way—so you can deliver a better experience and build brand loyalty. Doesn’t that sound so dreamy?! In this session, we’ll reveal exactly how this dream is attainable. Many enterprises need help with all-too-common data sync and systems issues. It can take weeks to get a personalized offer into your email service provider, let alone out the door. With a new approach, you can easily deliver real-time, personalized messaging while also increasing engagement rates across channels. But the real champagne-popper? Your total marketing software costs can drop dramatically along the way. At the end of the day, every marketer wants to make one-to-many campaigns feel like one-to-one messaging. Join this interactive discussion where we’ll cover: How to make your data work for you, so you can achieve more humanized marketing Doing more with less, especially when pressure to cut and consolidate spend is high Creating relevant, dynamic, and timely cross-channel communications.
Key Topics: Cross-Channel Marketing & Email Marketing
Speakers:
Will Devlin, VP Marketing, MessageGears
11:05 am CDT - Tethr: Empower Agents to Navigate Faster, Easier Customer Conversations
Conversations Tethr has always enabled you to lower costs, reduce churn, and increase sales with insights from every customer conversation. Tethr Live builds on almost 10 years of research and innovation to deliver real-time conversation analytics purpose-built to meet the needs of agents, supervisors, and execs alike. Agent assist prompts make your answers powerful, personalized, and consistent. Supervisor alerts allow you to monitor critical issues as they occur. Execs can feel confident every call maintains compliance.
Key Topics: Conversation Intelligence for Customer Service, Real-Time Interaction Management
Speakers:
Dean Cruse, VP of Marketing, Tethr
11:20 am CDT - LiveVox: Your Agent Desktop Doesn’t Have To Be A Mess
Agents should have easy access to everything needed during customer conversations. Benefits include satisfied customers and happy agents. We’ll discuss how to make this a reality.
Key Topics: Conversation Intelligence for Customer Service & Digital Experience Services
Speakers:
Nick Bandy, CMO, LiveVox
11:20 am CDT - Zeta: How Transparency Improves Trust in AI
Black box AI reflects both human and data biases and risks regulatory compliance. To navigate this, marketers have a responsibility to better understand the underlying technology as these biases can create increased consumer friction, fewer sales, and potential discrimination. From the consumer’s perspective, when ML’s ethical pitfalls are avoided, AI prediction can be the difference between a delightful and an annoying experience. Learn what transparent AI looks like and how it builds brand trust.
Key Topics: Cross-Channel Marketing & Consumer Intelligence
Speakers:
William (Bill) Sears, GVP Solutions, Zeta
11:00-11:30 AM | Coffee Chats: Customer 360 has me running in circles!
Is a 360 degree view of your customer possible, and if so, is it worth it?
Speakers:
Brandon Purcell, VP, Principal Analyst, Forrester
Breakout Sessions
Case Study Sessions (In-Person Only)
Hear real world case studies showcasing the value of partnering with the right technology provider.
Attend one session:
Acxiom: Cx for Consumers in Various Life Stages: Using Analytics to Guide Financial Planning Strategies
As consumer expectations grow, how does a brand most effectively deliver personalization and journey management to guide consumers along their financial planning path? For consumers in various life stages, how do you focus your marketing efforts to help them navigate the world of financial decisions? One approach is to understand your customers holistically to create a testable, customized path to optimize your marketing communications.
Learn how Acxiom and Prudential teamed up to use data and analytics – with primary research, profiles, and statistical algorithms to identify the most differentiating segment characteristics – to craft a marketing plan that builds trust through relevance.
Key Topics: Consumer Data Marketing Services & Data Management Services
Speakers:
Dean Westervelt, VP, Analytics Industry Strategist - Insurance & Healthcare, Acxiom
Frances Wang, Director of Foresight & Trends, Marketing Analytics & Insights, Prudential
Aisera: ChatGPT and Generative AI for Customer Experience
Speakers:
Aneel Jaeel, AI advisor and former SVP of CX, McAffee
Puru Amradkar, CTO, Aisera
Amdocs: Drive digital adoption that sticks
Speakers:
Smadar Kirstein, Head of Marketing, Digital Experience Enablement,, Amdocs
Forsta: The Evolution of Erie Insurance’s VoC Program
Barbara Lincoln, chief architect of Erie Insurance’s (ERIE) Voice of Customer (VoC) enterprise program since 2017, will navigate the enduring and successful journey in using customer and stakeholder feedback to inform strong business decisions and contributing to ERIE’s “Above all in Service” philosophy. Barbara will share where ERIE started, the learnings and achievements along the way, program expansions, and ways ERIE has transformed its VoC program into the Forsta/Forrester award-winning success story.
Key Topics: Customer Feedback Management, Digital Experience Services
FullStory: How Kimberly-Clark Drives Continuous Improvement with Better Insights
Learn how Kimberly-Clark, one of the world’s best-known personal care brands, leverages world-leading customer insights to drive results and quickly iterate on digital customer experience. From pollen and period trackers to a digital overhaul of its Huggies website, you’ll learn how the product design team seamlessly captures behavioral insights to drive better product decisions and boost ROI. With hundreds of hours of saved engineering and design time, huge upticks in conversion rates and engagement, the Kimberly-Clark team’s focus on digital customer experience has revolutionized the way it brings products to the people it serves.
Key Topics: Digital Experience Services & Marketing Measurement And Optimization
Speakers:
Andy Ford, Global Head of Product Design, Kimberly Clark
Darren Kennedy, SVP Customer Experience, FullStory
InMoment: Launching a Data-Driven B2B CX Program With onsemi
As Head of Global Customer and Employee Experience at onsemi, April Nishimura has been able to launch a data-driven CX program that fosters a truly customer-centric approach for the global brand. But as any CX professional knows, launching a program is not without its challenges. Join this conversation with April and InMoment expert Jim Katzman to learn how onsemi has revolutionized their CX approach, navigated the global supply chain, gained CEO engagement, and organization-wide sponsorship!
Key Topics: Customer Feedback Management, Digital Experience Services
Speakers:
Jim Katzman, Principal CX Strategy & Enablement, InMoment
April Nishimura, Head of Global Customer and Employee Experience, onsemi
Medallia: How Albertsons Is Using Technology & CX Strategy to Win Customers’ Hearts and Minds
As one of the largest supermarket chains in the United States, Albertsons Companies strives for its 2,200+ stores to deliver the seamless omni-channel experiences customers have come to expect from all retail interactions. Join us to hear how the company built a modern omni-channel CX program centered around their relentless pursuit to win customers for life. Learn how Albertsons: Collects feedback in every channel, yielding nearly 30 million surveys annually Democratizes data and insights to deliver meaningful improvement across the organization Translates a customer-first vision into store-specific goals and actions that are driving innovation and consistent growth in NPS
Key Topics: Customer Feedback Management, Journey Mapping Services
Speakers:
Henrik Christensen, Senior Director of Customer and Marketing Intelligence, Albertsons Companies
Microsoft: Transform customer experience with next-generation AI
Speakers:
Seth Patton, General Manager, Microsoft Customer and Employee Experience Solutions, Microsoft
Lunch & Marketplace
Marketplace breaks are your chance to connect with sponsors and catch up with colleagues on the show floor.
1:00 pm CDT | CX Index Spotlight: Why CSAT isn’t enough
Many organizations use CSAT to measure overall CX success. Find out why this is problematic.
Speakers:
Jane Lo, Sr. Analyst, CX Index, TL, Forrester
Lunch & Learn Sessions (In-Person Only)
These sessions will have limited capacity and are first come, first served. Lunch will be provided.
Attend one session:
KPMG: New research drop: How to break marketing/sales silos
Explore new research findings on marketing-sales relationship dynamics and walk-through steps to take to break down these deeply entrenched organizational siloes. With 71% of B2B consumers making purchases after a digital-only journey, marketing and sales teams need to align or risk falling short of customer expectations and business objectives. In this session, we’ll explore how to align sales/marketing on customer-centric strategies that can set your business apart and move the needle on business outcomes.
Key Topics: Cross-Channel Marketing, Marketing Measurement And Optimization
Speakers:
Bret Sanford-Chung, Managing Director, U.S. Customer Advisory, KPMG LLP
Qualtrics: Transform your CX with human-centric digital experience
Organizations worldwide are facing a new economic reality – one that will force customers to make trade-offs in how they spend money. Knowing what matters most to customers and delivering digital-centric journeys that meet expectations is mission-critical. In this boardroom session, you’ll learn new strategies to get the full context of the digital experience, prioritize critical journey-centric insights and engage with customers over seamless omnichannel experiences that drive increased revenue, CSAT and decreased cost to serve.
Key Topics: Conversation Intelligence for Customer Service, Customer Feedback Management
Speakers:
Sachin Goregaoker, Head of Product, XM for Customer Frontline Digital, Qualtrics
Mitch Rosenbaum, SVP of Marketing and Digital Services, Credit Union of Colorado
Executive Leadership Exchange (Invite-Only): Exclusive Lunch (featuring Analyst-Led Topic Tables)
Establish connections with like-minded peers and Forrester experts as you trade insights on your approaches to the most pressing topics for marketing, CX, and digital leaders. Topics like Leadership, Employee Engagement, Measurement, and more.
Speakers:
Ron Rogowski, VP, Executive Partner, Forrester
Breakout Sessions
Case Study Sessions (In-Person Only)
Hear real world case studies showcasing the value of partnering with the right technology provider.
Attend one session:
CallMiner: Transform Your CX with Smart Agent Behavior
CX leaders intuitively understand how front-line agent interactions with customers can impact perception of your brand, products, and customer relationships. But exactly how much do agent behaviors affect key outcomes such as NPS, CSAT, or sales performance for your brand? In this session, CallMiner and Zenylitics will share real-world examples of how companies maximize CX by correlating positive and negative agent behaviors to desired (or undesired) results. You’ll leave with the methodology to build best practices that turbo-charge CX improvement using customer interactions you’re already having.
Key Topics: Conversation Intellegence for Customer Service & Customer Feedback Management
Speakers:
Kyle Carter, Co-Founder, Zenylitics
M.J. Johnson, Sr Director of Product Marketing , CallMiner
CloudBlue: Leveraging Digital Ecosystems to Empower your Customers
Discover the innovative journey of T-Mobile as they revolutionize business operations for SMB customers. With a focus on providing comprehensive solutions, growing their digital Marketplace experience is a game-changer in the industry. Join us to explore how T-Mobile is becoming the trusted advisor to their customers by offering a one-rate plan that encompasses devices, connectivity, and productivity tools. Join us and unlock the potential of seamless collaboration, elevated productivity, and accelerated growth.
Key Topics: Digital Experience Services
Speakers:
Jess Warrington, General Manager, North America, CloudeBlue
IBM: Taking a Customer-Led Approach to Business Transformation
Discount Tire, the nation’s largest independent tire and wheel retailer, partnered with IBM to reimagine its customer experience with Pit Pass, an innovative, mobile-focused drive-through experience that blends physical and digital commerce. Learn how they used Salesforce to capture more business opportunities and activate, elevate and accelerate journeys for customers and employees, creating the world’s most inviting, easy and safe tire purchase and service experience.
Key Topics: Data Management Services, Digital Experience Services
Speakers:
Tom Williams, EVP and Chief Experience Officer, Discount Tire
John Kenwood, Client Partner, IBM Consulting
KPMG: Show me the money: The power of CX-investment
Customers have more power than ever before. Organizations must become customer-obsessed and design experiences with their customers in mind or risk falling behind. Explore how KPMG helped a global pharmaceutical company design an industry-leading Customer Experience Strategy that increased customer referrals and sales and enabled global delivery of intentional CX. Learn how we helped develop a model to quantify CX ROI, prioritize CX investments, and transform the company from a product-centric to customer-centric organization.
Key Topics: Cross-Channel Marketing, Marketing Measurement And Optimization
Speakers:
Jason Galloway, Principal, U.S. Customer Advisory COE Lead, KPMG LLP
Swetha Kumar, Managing Director, U.S. Customer Advisory, KPMG LLP
Qualtrics: Leveraging AI for Enterprise Transformation
Speakers:
Koren Stucki, VP, Omnichannel CX Strategy, Qualtrics
Rightpoint: GM: Transforming Experiences In and Outside the Vehicle
The way consumers shop, finance, own, interact, and share their transportation experiences is rapidly evolving. Interior controls are being digitized and car buying is going virtual. In this session, we will explore the thinking behind the transformation that is taking place both inside and out of our vehicles. We will discuss the significance of cross-channel collaboration and how the industry is rising to meet evolving customer needs with the use of design and technology.
Key Topics: Digital Experience Services & Journey Mapping Services
Speakers:
Donald Chesnut, Chief Experience Officer, GM
Bill Thompson, Head of Mobility, Rightpoint
TheyDo: The ROI of Journey Management
Speakers:
Florian Vollmer, Service Design Director, NCR
Jochem van der Veer, CEO, TheyDo
Verint: How Vans Leverages Untapped CX Technology to Connect Silos
Companies have access to an unprecedented number of vendors and technologies to maximize CX and conversion, but how many of these technologies and partnerships are being leveraged to obtain ROI? Join this fireside chat to learn how to make the most out of your existing CX tech stack and how to overcome roadblocks to maximizing technology investments.
Key Topics: Conversational Intelligence for Customer Service, Digital Experience Services
Speakers:
Elaine Frazier, Senior Manager, Site Experience and Optimization, Vans
Certification | Create Great Employee Experience At Your Organization (In-Person Only)
Focus on employee experience (EX) continues to gain momentum as the evidence for its impact on business outcomes mounts. This interactive session will help you understand what EX is, why it’s so important, and how leaders can act to support great EX. Leave the session with a sample toolkit from Forrester’s EX Essentials course, better equipped to support great EX within your organization.
Speakers:
David Johnson, Principal Analyst, Forrester
Breakout Sessions
Marketplace Coffee Break & Networking (In-Person Only)
Marketplace breaks are your chance to connect with sponsors and catch up with colleagues on the show floor.
Check out our Sponsor Spotlights to learn more about the next great solution for your team.
Attend one session:
3:40 pm CDT - BlastX Consulting: How Brooks Running Harness Zero-Party Data, the New Currency that Fuels Customer Loyalty
Speakers:
Brian McIntosh, Chief Consulting Officer, BlastX Consulting
3:40 pm CDT - Optimizely: Saying your Goodbyes to Google Optimize
Google is set to Sunset Google Optimize in September. Learn from Optimizely how customers are being supported as they choose to move to new platforms to continue their experimentation practice, and take advantage of new functionality in platforms like Optimizely to expand their commitment to CRO and optimization on their site.
Key Topics: Digital Experience Services, Marketing Measurement And Optimization
Speakers:
Dejean Brown, Principal Product Evanglists, Optimizely
3:55 pm CDT - Deluxe: The First Mover Advantage with Deluxe’s Trigger Marketing
What happens when prospects receive a highly relevant message, exactly when they need it most? You elevate your brand and increase your conversion rate. Omni-channel trigger marketing programs are your secret weapon in the fight to get to market first – and beat your competitors. In this session, we’ll cover trigger marketing best practices; you’ll walk away equipped to deliver hyper-targeted campaigns that slash your cost per conversion and boost your revenue.
Key Topics: Cross-Channel Marketing & Consumer Data Marketing Services
Speakers:
John Tracy, Vice President, Deluxe
3:55 pm CDT - Khoros: From Chaos to Khoros
Speakers:
Lans Crauer, Senior Business Value Consultant, Khoros
4:10 pm CDT - HCLSoftware: Discover how HCLSoftware Leverages Big Data to Improve the Customer Experience
Fortune 100 Retailer realizes massive CX improvements after utilizing Discover tools.
Key Topics: Consumer Intelligence & Real-Time Interaction Management
Speakers:
Preston Harris, Discover CTO, HCLSoftware
4:10 pm CDT - Sendoso: Impeccable Experience: The Power of Clever Gifting
Join our session and discover how strategic gift-giving can take your CX to the next level, while driving customer retention and boosting revenue. Learn the essential steps of mastering the art of clever gift-giving, including the ever-challenging end-of-year gifting strategy and incorporating gift-giving throughout the customer lifecycle. From identifying the right gifts to seamless delivery, create long-lasting relationships with your customers by showcasing your appreciation in a thoughtful way.
Key Topics: Cross-Channel Marketing, Marketing Measurement And Optimization
Speakers:
Cassie Sneed, Senior Manager of Customer Marketing, Reputation
Austin Sandmeyer, Customer Lifecycle Manager, Sendoso
3:45-4:15 PM | Coffee Chats: ChatGPT will steal your job.
Can you, and should you, create great CX with Generative AI?
Speakers:
Mike Proulx, VP, Research Director, Forrester
Executive Leadership Exchange (Invite-Only): PepsiCo: A Taste of the Consumer Journey
Elena Parlatore, Global Head of CX at PepsiCo, will guide you through an interactive real-life consumer journey, featuring a taste of new PepsiCo products. We’ll learn how CX impacts the product lifecycle at PepsiCo, how to expand and prioritize consumer interactions, and how leveraging the voice of the consumer informs decisions and brand actions.
Speakers:
Melissa Parrish, VP, Group Director, Forrester
Elena Parlatore, Head of Global Consumer Experience, PepsiCo
Keynote: The Right Leader For Turbulent Times
Leaders fell from the frying pan of the pandemic into the fire of economic uncertainty. Even those who have successfully stepped up their organizations over the past two years have rightly asked if they have what it takes to continue doing so in 2023. Are you the right leader for turbulent times? You can be, as you’ll learn in this session how to:
- See clearly through the cloud of economic and social uncertainty.
- Use customer obsession as the light that guides your leadership decisions.
- Invite your teams to confidently bring their adaptability, creativity, and resilience to work.
Speakers:
James L. McQuivey, PhD, VP, Research Director, Forrester
Keynote Interview: Forrester's 2023 Customer-Obsessed Enterprise Award Winner
Forrester’s Customer-Obsessed Enterprise Award celebrates an organization that exemplifies customer obsession by putting the customer at the center of its leadership, strategy, and operations to achieve wins for customers, employees, and the business. This session will share insights from Forrester’s 2023 North American award winner.
Speakers:
Keith Johnston, VP, Group Director, Forrester
Jennie Weber, Chief Marketing Officer, Best Buy
David Nygaard, President of Omnichannel Home/Services Operations/Sales, Best Buy
Closing Remarks
Reception
Join us for an opening night reception full of networking, fun, food and refreshments.
Executive Leadership Exchange (Invite-Only): Exclusive Dinner
Join us for a relaxing dinner and bond with peers as you share insights from Day 1 and look ahead to the rest of the conference.
Speakers:
James L. McQuivey, PhD, VP, Research Director, Forrester
Wednesday Jun 14
Forrester Majestic Guest Breakfast (Invite Only)
Invited guests will join Forrester executives and a valued client to learn about how Forrester helps CX, marketing and digital business leaders meet their strategic objectives with confidence and measurable return.
Speakers:
Keith Johnston, VP, Group Director, Forrester
Collin Colburn, Senior Analyst, Forrester
General Breakfast
Welcome Back
Speakers:
Rick Parrish, VP, Research Director, Forrester
Keynote: What To Do About The Coming Collapse Of The Customer Lifecycle
Today’s consumers thrive on novelty, embrace emerging technologies, and expect more from brands. During the pandemic, businesses proved that they can innovate much faster than they thought possible. As interactions between consumers and companies become faster and more automated, customer experiences will become immediate. As a result, the old reliable distinctions among customer lifecycle phases will evaporate. The customer lifecycle will happen instantaneously or not at all. Brands that embrace this will be able to serve and retain customers more quickly, reliably, and inexpensively than ever. However, brands that cling to outdated linear notions of the customer lifecycle will lose customers more quickly than ever. And once these customers are gone, the immediacy of the experiences they create with their new brands will preclude their return to old ones. During this presentation, learn:
- Why consumer and business trends are driving the collapse of the customer lifecycle.
- What customer experiences will be like after the collapse.
- How CX leaders can prepare their companies and themselves to thrive
Speakers:
Brandon Purcell, VP, Principal Analyst, Forrester
Keynote Panel: Create Digital Experiences That Drive Results
Intuitive and hassle free digital experiences are critical for brands’ success. Having comprehensive, trustworthy, and actionable analytics and insights from your customers’ digital experiences can meaningfully set your brand apart. This keynote panel will explore real brands’ journeys with planning, implementing, and measuring their digital experiences to drive more conversions, engagement and return customers. Learn from their cases to improve yours.
Speakers:
Emily Collins, VP, Research Director, Forrester
Andy Ford, Global Head of Product Design, Kimberly Clark
Darren Kennedy, SVP Customer Experience, FullStory
Marketplace Coffee Break & Networking (In-Person Only)
Marketplace breaks are your chance to connect with sponsors and catch up with colleagues on the show floor.
Check out our Sponsor Spotlights to learn more about the next great solution for your team.
Attend one session:
10:55 am CDT - FullStory: Uncovering Pivotal Insights Powered by Digital Experience Intelligence
Join Addison Price, Senior Manager, Sales Engineering at FullStory, as he takes a deep dive into FullStory’s Digital Experience Intelligence platform. Get a quick glimpse into how FullStory quickly unlocks digital experience optimization opportunities—and bottom-line value—for teams of all sizes.
Key Topics: Digital Experience Services & Marketing Measurement And Optimization
Speakers:
Addison Price, Sr. Manager, Sales Engineering, FullStory
10:55 am CDT - NICE: Humanized AI-driven CX Powered by Generative AI
Speakers:
Josh Barber, Principal Solution Engineer, NICE
11:10 am CDT - CSG: Ignite CX with Industry Specific Pre-Built Customer Journeys
Transforming CX can feel daunting. How do you get started and see quantifiable success in months, not years? Discover industry best practices to quickly optimize pre-built customer journeys that integrate with your existing systems. In this session, gain the expertise needed to make a compelling business case, deploy meaningful customer journeys, and exceed customer expectations. Transform your brand by delivering measurable results and leaving a lasting impression on your customers in the moments that matter most.
Key Topics: Digital Experience Services, Real-Time Interaction Management
Speakers:
Brandon Sailors, Vice President, CX Strategic Accounts, CSG
11:10 am CDT - InMoment: Turn Customer Feedback Into Informed Business Decisions
Brands haven’t figured out how to tap into 85% of data— specifically, the unstructured kind—including social, call center, chat, reviews, and more. What if you could unlock all that data with advanced AI to not only understand past results, but to predict how decisions could impact your key metrics and overall customer experience? With InMoment’s Spotlight, that could be your reality! Stop by our session and you’ll have a chance to see Spotlight in action.
Key Topics: Customer Feedback Management, Digital Experience Services
Speakers:
Barry Nayback, Senior Solutions Consultant, InMoment
11:25 am CDT - IBM: Trends in Managed Marketing Services: Outsourcing for Success
As the business of marketing grows more complex and macro-economic conditions put ever more pressure on organizations, many marketing leaders are wondering: how do I achieve our aspirations with given the talent, technology, skills, operational and financial challenges we face? Learn how managed marketing services offer a compelling solution, allowing companies to accelerate their digital transformations while achieving efficiency and scale, and fully realizing the benefits of their platform investments.
Key Topics: Data Management Services & Digital Experience Services
Speakers:
Kristen Conner, Customer Transformation BPO Practice Leader, Americas, IBM Consulting
Executive Leadership Exchange (Invite-Only): Q&A with Customer-Obsessed Leadership Winners
Even those who have successfully stepped up their organizations over the past two years have rightly asked if they have what it takes to continue doing so in 2023. This session will allow participants to engage in a Q&A session with Forrester Chief Product Officer, Carrie Johnson and a panel of recognized customer obsessed leaders. Come with your questions and your perspective on what it takes to lead in 2023.
Speakers:
Carrie Johnson, Chief Product Officer, Forrester
Amy Summy, EVP, Chief Marketing Officer, and Head of Consumer Business , Labcorp
Suzie Dieth, CXO, NRG Energy
Jennie Weber, Chief Marketing Officer, Best Buy
Breakout Sessions
Case Study Sessions (In-Person Only)
Hear real world case studies showcasing the value of partnering with the right technology provider.
Attend one session:
Bloomfire: Single Source of Truth: Empowering a Distributed Workforce with Digital Knowledge Management Tools
Distributed workforces, accelerating employee turnover, and businesses reliant on subject matter expertise underscore the need for effective digital tools to serve as the single source truth for company knowledge. Join this session with Bloomfire CMO Dan Stradtman and Ameritas Lead Service Training Specialist Chelle Swanson and learn how Ameritas has driven efficiency and profitability with improved Knowledge Management software and practices.
Key Topics: Conversation Intelligence for Customer Service, Data Management Services
Speakers:
Chelle Swanson, Lead Service Training Specialist, Ameritas
Dan Stradtman, CMO, Bloomfire
Coveo: How H&R Block uses AI to deliver personalized, end-to-end customer experiences
H&R Block is one of the world’s most renowned companies that has always understood the importance of putting people first. Their values shine through in their commitment to delivering world-class digital experiences by improving self-service for clients and associates.
Join Jay Farrington, IT Leader at H&R Block to hear how they used AI to improve digital experiences across 5 use cases as well as the key elements to their success, including:
- A focus on client and employees to drive a total experience (CX+EX)
- The importance of executive champions and organizational structure
- Continued collaboration between product and partner teams
Key Topics: Digital Experience Services, Journey Mapping Services
Speakers:
Jay Farrington, Information Technology Manager, H&R Block
Juanita Olguin, Sr. Director Marketing, Coveo
CSG: Mastering CX ROI Beyond Traditional MarTech Limits
Join Mark Smith and Kent Lemon as they discuss how US Bank and CSG are prioritizing proactive, predictive, and personalized customer journeys to achieve significant business outcomes without ripping and replacing existing systems. Discover how a journey-centric approach can break down internal silos and deliver exceptional customer experiences quickly, without lengthy implementation timelines or investing in MarTech systems that fail to deliver the needed ROI.
Key Topics: Digital Experience Services, Real-Time Interaction Management
Speakers:
Mark Smith, SVP of Customer Experience, CSG
Kent Lemon, Senior Vice President and Head of Contact Center Customer Engagement, US Bank
KPMG: The Evolution to CLV 2.0
While the concept of Customer Lifetime Value (CLV) has been around for a long time, it is often misunderstood and underutilized. KPMG recently helped a leading Industrial Manufacturer build a ‘next generation’ CLV program as they sought to transition to a customer-centric operating model. Customer centricity powered by CLV optimizes customer experiences and lifecycle management across channels through more personalized and timely messaging to drive ROI growth, reduce churn, increase wallet share, and improve financial performance.
Key Topics: Cross-Channel Marketing, Marketing Measurement And Optimization
Speakers:
Timothy Collins, Director, U.S. Customer Advisory, KPMG LLP
Quantum Metric Case Study: Tropical Smoothie Cafe’s secret to optimizing your mobile experience, faster
In the face of today’s economic uncertainty, efficiency is more important than ever. How fast you communicate, ideate and activate new optimizations enables your resources to stretch further and meet customers’ changing expectations. In this session, Braden Turner, VP of Product Management at Tropical Smoothie Cafe will share his best practices for efficiently optimizing their mobile experience including:
- Humanizing digital experiences to quickly identify the root cause and resolution.
- Continuing to prove the value and impact of your mobile experience.
- Empowering teams through customer challenges that seem unsolvable.
Key Topics: Digital Experience Services, Marketing Measurement & Optimization
Speakers:
Braden Turner, Vice President Product Management, Tropical Smoothie Cafe
Reltio: From aspirations to reality: fueling your CX strategy with connected data
CX is a critical engine of differentiation and growth, with CX leaders experiencing growth rates almost double that of CX laggards. But many organizations today are confronted with a yawning gap between the CX they want to deliver, and their ability to do so. The culprit? The exponential growth of touchpoints and devices, accelerating the fragmentation of customer data which impedes activation.
CX leaders can be powerful advocates for connected data that supports the entire customer journey, and accelerates the business outcomes so critical to demonstrate in today’s macroeconomic environment.
Join this session to learn:
- How to think about connected data as a critical asset across the entire journey
- Best practices in harnessing connected data across initiatives for fast impact
- Real-life examples of business outcomes that CX leaders have achieved through connected data
Key Topics: Data Management Services, Real-Time Interaction Management
Speakers:
Aurore Wu, Vice President Product Marketing, Reltio
Reputation: Revolutionize Your Brand: Master Customer Feedback's Power!
Attention CX North America attendees! Want to revamp your brand and drive sustainable growth? Join Reputation, the leader in online reputation management, for an action-packed session on harnessing customer feedback. Learn the 5 key strategies leading enterprises have implemented to deepen their understanding of reputation, manage brand experiences, and expand reach. Discover how successful companies navigate the challenges of the modern customer journey, build long-term customer relationships, and achieve sustainable growth. Don’t miss out on this game-changing session!
Key Topics: Customer Feedback Management, Real-Time Interaction Management
Speakers:
Molly Lynch, Chief Communications Officer, VillageMD
Lunch & Marketplace Break (In-Person Only)
Marketplace breaks are your chance to connect with sponsors and catch up with colleagues on the show floor.
Check out Forrester’s CX Index Spotlight to learn more about the CX Index.
1:00 pm CDT - CX Index Spotlight: Make the Case for Investing in CX
In challenging times, CX budgets and resources can often be pulled back. Find out why this means organizations are leaving revenue and customer engagement on the table.
Speakers:
Jane Lo, Sr. Analyst, CX Index, TL, Forrester
Lunch & Learn Sessions (In-Person Only)
These sessions will have limited capacity and are first come, first served. Lunch will be provided.
Attend one session:
Lunch & Learn with FullStory: CX Best Practices: Understand what customers REALLY want
Digital experience optimization can feel like an insurmountable process. But, in reality, it’s simpler than you might think. Join Genevieve Jooste, Signature Customer Success Director, as she offers actionable, ready-to-implement tips and tactics for digital experience transformation using FullStory’s Digital Experience Intelligence (DXI) platform, as experienced by real FullStory users. DX pros and novices alike are sure to take valuable strategies back to work.
Key Topics: Digital Experience Services & Marketing Measurement And Optimization
Speakers:
Genevieve Jooste, Signature Customer Success Director, FullStory
Lunch & Learn with Medallia: Using Conversation Intelligence to drive CX strategy, insights, and action
Join us as the Auto Club Group (ACG), the second largest AAA club in North America, shares stories about how ACG is using speech analytics to coach agents, prioritize improvement opportunities, and measure customer referral and cross-sell activity. Learn new ideas to help your organization increase revenue and turn the contact center from a cost center into a profit center.\
Key Topics: Customer Feedback Management, Journey Mapping Services
Speakers:
Kelly Speer, Manager of Speech Analytics, AAA-The Auto Club Group
Lauren Taylor, VP Product Marketing, Medallia
Executive Leadership Exchange (Invite-Only): Exclusive Lunch – Analyst-Led Topic Tables
Establish connections with like-minded peers and Forrester experts as you trade insights on your approaches to the most pressing topics for marketing, CX, and digital leaders. Topics like Leadership, Employee Engagement, Measurement, and more.
Speakers:
Ron Rogowski, VP, Executive Partner, Forrester
Jen Sanning, Executive Partner, Forrester
Breakout Sessions
Case Study Sessions (In-Person Only)
Hear real world case studies showcasing the value of partnering with the right technology provider.
Attend one session:
Alchemer: Malwarebytes -- From Survey Tool to Enterprise Feedback Platform with Alchemer
Organizations worldwide are facing a new economic reality – one that will force customers to make trade-offs in how they spend money. Knowing what matters most to customers and delivering digital-centric journeys that meet expectations is mission-critical. In this boardroom session, you’ll learn new strategies to get the full context of the digital experience, prioritize critical journey-centric insights and engage with customers over seamless omnichannel experiences that drive increased revenue, CSAT and decreased cost to serve.
Key Topics: Consumer Intelligence, Customer Feedback Management
Speakers:
Ryan Tamminga, SVP Product and Services, Alchemer
Jean Chapin, Sr Director Customer Experience, Malwarebytes
Diane Beaudet, Sr. Manager of Customer Lifecycle Marketing, Malwarebytes
Bounteous: Delivering a World Class Dining Experience
The story of Shake Shack’s success is a powerful American success story. What began as a small hot dog stand operating out of Madison Square Park in New York City in 2001 has now grown into an industry leading, gourmet fast-casual restaurant with over 400 locations across the globe. They have accomplished this successful track record through an unwavering commitment to delivering outstanding, restaurant quality menu items and world class hospitality at every touchpoint. This commitment drives Shake Shack’s drive to innovate with new technologies and approaches to ensure their dining and guest experience is the best in the industry.
Join Bounteous and Dave Harris, CIO at Shake Shack, to hear more about some of the initiatives that Shake Shack has introduced over recent years and some of the new approaches they are exploring to ensure they remain at the vanguard of guest experience in the fast-casual dining space.
Key Topics: Digital Experience Services, Journey Mapping Services
Speakers:
Dave Harris, CIO, Shake Shack
Michael McLaren, President, North America, Bounteous
eGain: Harnessing Generative AI for CX and EX: A Practical Approach
Speakers:
Arvind Gopal, VP of Product Management, eGain
Forethought: How iFit Leverages AI to Revolutionize Customer Support
For iFIT, a global leader in health and fitness technology, providing excellent customer support experiences as efficiently as possible is more important than ever. Join this session as iFIT shares how they transformed their support organization with generative AI—saving 436 agent hours and deflecting 33% of customer inquiries without sacrificing customer experience.
Key Topics: Conversation Intelligence for Customer Service
Speakers:
Dustin Auman, Operations Manager, iFit
Ryan Van Wagoner, Senior Director, Product Marketing, Forethought
How Mailchimp Transforms CX with FullStory
As one of the leading marketing, automation, and email platforms, Mailchimp is a household name for businesses of all sizes—and are famed for their impressive customer experience. Join this impactful, immediately useful session to master the tactics Mailchimp uses to boost their award-winning customer experience, including their use of FullStory’s Digital Experience Intelligence platform, direct from Rachel Shelby, CX Tools Strategist at Mailchimp, and Emily Walker, Premier Customer Success Manager at FullStory.
Key Topics: Digital Experience Services & Marketing Measurement And Optimization
Speakers:
Rachel Shelby, CX Tools Strategist, Mailchimp
Emily Walker, Manager Premier Customer Success, FullStory
Medallia: CVS Health: Activating a culture of customer centricity to create more meaningful customer interactions
Every company wants to be consumer centric, but it’s easier said than done. Customer experience is not a single team’s role but requires the activation of your company’s culture to place the consumer in the center. In this session, CVS Health will share how operationalizing consumer data in a consistent way is driving a culture shift at one of the largest, most complex organizations in the world. Learn how CVS Health’s has applied these 4 pillars of transformation: 1. Unifying a disparate organization by advancing common capabilities to enable measurement and consistent tracking 2. Driving action at the front line to ensure every consumer and colleague feels valued, heard, and creates consistent experiences 3. Creating experience differentiation through consumer data and unlocking value of common CX goals 4. Empowering colleagues to drive a culture of consumer centricity In the face of today’s economic uncertainty, CVS Health is making customers come first, consistently ensuring personalized, meaningful interactions.
Key Topics: Customer Feedback Management, Journey Mapping Services
Speakers:
Srikant Narasimhan, VP of Enterprise Customer Experience, CVS health
Qualtrics: Empower Your Frontlines: Make Every Customer Interaction Matter
Improve the effectiveness of your frontlines with real-time insights and recommended actions to help them deliver world-class service to every customer that connects with your brand – digitally or in person. Hear about innovations that set your frontline up for success with the real-time tools and coaching – all while increasing the efficiency of people who have the greatest impact on the customer and employee experience—contact center agents, digital teams and all of the people managers in an organization—enabling them to act with empathy in real time.
Key Topics: Conversation Intelligence for Customer Service, Customer Feedback Management
Speakers:
Manisha Powar, Head of Product, XM for Customer Frontline, Qualtrics
Angie Bloyer, Enterprise Speech Analytics Manager, American Family Insurance
Marketplace Coffee Break & Networking (In-Person Only)
Marketplace breaks are your chance to connect with sponsors and catch up with colleagues on the show floor.
Check out our Sponsor Spotlights to learn more about the next great solution for your team.
Attend one session:
3:00 pm CDT - CloudBlue: How XaaS marketplaces drive customer retention.
Only 15% of brands deliver excellent customer experiences* despite technological advancements. Customer expectations are rising, making it challenging for businesses to scale and meet demands. Everything-as-a-service (XaaS) offers a solution. No need to build from scratch, just partner with experts for seamless transformation. Hear from Devina Yadav Baker as she shares her expert guidance on using XaaS to set your company apart from competitors and become a leader in the SMB IT solutions market.
Key Topics: Digital Experience Services
Speakers:
Devina Yadav Baker, Global Head of Solutions Engineering, CloudBlue
3:00 pm CDT - Qualtrics: Using Omnichannel Data to Connect the Dots Between Customers and Employees
In this session, we will showcase how Qualtrics breaks down silos in an organization by combining data from multiple channels and touchpoints and layering on deep quantitative and qualitative analytics to understand the impact between customer and employee experiences. When analyzed together, surveys, reviews, calls, chats, social, etc paint a robust and illuminating picture of your organizations experiences and their impact on your bottom line.
Key Topics: Conversation Intelligence for Customer Service, Customer Feedback Management
Speakers:
Ellen Loeshelle, Director of Product Management, Qualtrics
3:15 pm CDT - KPMG: Prioritizing CX Investments: KPMG’s Customer Value Scenario Toolset
Leading customer-obsessed companies use CLV not just to calculate their customer’s value over time, but to understand the levers they can pull to incrementally drive individual customers toward behaviors that increase their value. KPMG’s CLV Scenario Simulation toolset gives our clients the ability to run scenarios around how pulling different levers (purchase rate, loyalty, transaction size, etc) impacts CLV, enabling organizations to act with confidence and right size investments in customer facing initiatives.
Speakers:
Timothy Collins, Director, U.S. Customer Advisory, KPMG LLP
3:15 pm CDT - Microsoft: Maximize seller and agent productivity to transform CX
Speakers:
Edgar Wilson II, Principal Program Manager, Microsoft
3:30 pm CDT - Alchemer Workflow – The Fastest, Easiest Most Effective Way to Act on Feedback
Build workflows to close the loop with customers and employees, increasing adoption, advocacy, retention, and growth. Alchemer Workflow is a no-code workflow feedback engine that builds on our survey heritage, giving users the fastest and easiest way to build customer-centric workflows. The intuitive drag-and-drop interface enables users to build workflows that listen to your survey responses enabling you to take immediate and ongoing action on the feedback you collect. With market-first connected surveys users can create continuous conversations with customers while responding and deepening relationships.
Key Topics: Consumer Intelligence, Customer Feedback Management
Speakers:
Ryan Tamminga, SVP Product and Services, Alchemer
Coffee Chats: Privacy & Marketing: Hurdle? Opportunity? Both?
Where and when does privacy present an opportunity to win customers?
Speakers:
Stephanie Liu, Senior Analyst, Forrester
Guest Keynote Panel: Unlocking The Power Of Purpose to Drive Customer Experience Innovation At Voya Financial
Find out how Voya Financial is creating innovative new experiences by unlocking the power of its people through deep connections to personal and organizational purpose. Innovation with purpose starts with deeply listening to customers and employees with the goal of improving the lives of all those who we serve. How can you use purpose to drive innovation at scale through your organization? Hear from Voya Financial’s Chief Marketing Officer, Chief Customer Experience Officer, and the head of the Voya Behavioral Finance Institute for Innovation about how they aligned their teams and the broader organization to transform into a purpose driven organization focused on improving the financial future for all.
Speakers:
Mike Proulx, VP, Research Director, Forrester
Jessica Saperstein, Chief Customer Experience Officer, Voya Financial
Tom Armstrong, Head of the Voya Behavioral Finance Institute for Innovation, Voya Financial
Guest Keynote: How Ford Motor Company Aligns BX, DX and CX to Deliver Bold Solutions
“Fortune favors the bold”. That phrase has never been more relevant even in these complex economic conditions. But bold strategies can’t be done alone. Brands must ensure that their leaders and partners are aligned, focused, and ready for the future. In fact, Forrester’s 2023 data shows that US B2C companies with strong alignment across Marketing, Digital, and CX teams specifically report 2.4x higher revenue growth and 2.0x higher growth in profitability than those without alignment. So, what does that look like?
Come listen to Ford Motor Company’s Jim Azzouz and Agency Partner CEO Jon Cook of VMLY&R talk about how they align and energize to deliver a total brand experience for their customers and drive growth even in challenging times.
Speakers:
Keith Johnston, VP, Group Director, Forrester
Jim Azzouz, Executive Director, Global CX Products & Customer Relations , Ford Motor Company
Jon Cook, CEO, VMLY&R
Reception
Join us for a reception full of networking, fun, food and refreshments.
Special Entertainment With Country Artist, John King
After a day of learning, unwind with a toe-tapping country music performance by John King. A top-40 songwriter, King penned hits such as “We Went” for Randy Houser and “Rollin” for Hootie and The Blowfish. He also launched a successful solo career with his hit song “Tonight Tonight.”
Thursday Jun 15
General Breakfast
Breakout Sessions
Case Study Sessions (In-Person Only)
Hear real world case studies showcasing the value of partnering with the right technology provider.
Attend one session:
How SmileDirectClub Uses Ada to Power Omnichannel CX
SmileDirectClub uses Ada to build once and deploy AI-powered automation across all their customer service channels, including chat and phone support. In this session, you’ll hear about how extending automation to new channels evolved their CX org, the impact of omnichannel customer service, and the benefit of a single platform solution.
Key Topics: Conversation Intelligence for Customer Service
Speakers:
Nathan Dawson, Senior Director of Global Customer Care Technology , SmileDirectClub
Jim Monroe, Chief Customer Officer, Ada Support Inc
ASAPP: Transforming Contact Centers with Generative AI
Generative AI is revolutionizing contact centers, breaking two-decade-long agent productivity stagnation. By automating routine tasks, it enhances agent productivity, significantly cutting operating costs. Concurrently, it elevates customer satisfaction through intelligent, personalized interactions, fundamentally transforming the customer experience. Join this session to learn how to implement generative AI into your organization to redefine contact center interactions and promote an efficient, customer-centric future.
Key Topics: Conversation Intelligence for Customer Service, Real-Time Interaction Management
Speakers:
Gustavo Sapoznik, Founder and Chief Executive Officer, ASAPP
Concentrix: What Hill’s Pet Nutrition Achieved One Year After CX NA
Last year at the 2022 Forrester CX NA event, Concentrix connected with Hill’s Pet Nutrition for the first time. Since then, the two companies working together have been able to reimagine the Hill’s CFM program and collect invaluable customer insights that inform business decisions. Join Kaitlen Elmore of Concentrix and Christy Borrowman of Hill’s to learn the steps they took to transform the Hill’s feedback strategy in a single year.
Key Topics: Customer Feedback Management
Speakers:
Kaitlen Elmore, Sr. Director, Voice of the Customer Programs, Concentrix
Christy Borrowman, Digital Transformation and CX, Hill's Pet
NICE: AI-First CCaaSS: Conversational AI for Enhanced Insurance Servicing
A Conversational AI case study that showcases the benefits of modernizing contact centers through the use of AI-driven technologies. A leading global insurance group specializing in risk, retirement and health solutions, was looking to improve its customer experience and increase operational efficiency. To achieve these goals, the customer partnered with Omilia, a leading provider of conversational AI solutions, and NICE CXone the market leading CCaaS in order to transform the customer experiences.
Key Topics: Digital Experience Services & Journey Mapping Services
Speakers:
Elda Helc, Regional VP, Strategic Sales, Omilia
Shai Zorea, Digital Contacts Solution Consultant Director, PwC
Thematic: Scale or Fail: Atlassian’s Mission to Empower Customers and Product Teams Through Infinite Feedback Loops
Atlassian sells team collaboration software, including Jira, Confluence and Trello. As a pioneer of product-led growth, relying on user word of mouth and viral products instead of traditional enterprise sales, Atlassian’s millions of active users are seriously passionate and opinionated. There’s no shortage of feedback or suggestions about how to get the best experience out of these highly flexible SaaS products. Millions of users seek help every month, providing feedback both publicly and privately. Atlassian’s product development teams are overwhelmed, not knowing how to engage with feedback effectively, and struggling to find directional signal. Users are frustrated by the lack of response, which impacts on user experience and overall product satisfaction. Join this session to learn how Atlassian is maximising the value of customer feedback for the company and product users. Get tips on aligning with leadership on why and how to reimagine customer feedback, Building an end-to-end system that shows the company cares, and Preparing for scale at the outset, to keep up with the pace of change.
Key Topics: Consumer Intelligence, Customer Feedback Management
Speakers:
Mick Stapleton, Customer Feedback Operations & Analytics, Atlassian
Marketplace Coffee Break & Networking
Marketplace breaks are your chance to connect with sponsors and catch up with colleagues on the show floor.
Check out our Sponsor Spotlights to learn more about the next great solution for your team. Spotlight schedule coming soon.
10:40-11:10 AM | Coffee Chats: I’m done with NPS.
Are you questioning your CX metrics and where to go from here?
Speakers:
Pete Jacques, Principal Analyst, Forrester
Breakout Sessions
Keynote: Customer Obsession For When The Going Gets Tough
In times of uncertainty, too many businesses hunker into a protective crouch, defaulting to old ways of business that feel comfortable, even if they are out of date. But the conservative approach to budgeting, innovation, and strategy can’t lead you to growth, in any economy. In this presentation, we’ll look at how investing in customer obsession gives you the inside information you need to thrive in lean times. In this presentation, expect to learn:
- How customer obsession will make you bolder than competitors.
- How to invest in a new or deeper customer focus when times are tight.
- The risks of not maturing toward customer obsession.
Speakers:
Shar VanBoskirk, VP, Principal Analyst, Forrester
Closing Remarks
Speakers:
Rick Parrish, VP, Research Director, Forrester
Early Access
Jun 3- 2:00 pm – 2:30 pm CDT Breakout Sessions
Tuesday
Jun 7- 9:30 am – 10:50 am CDT Opening & Keynotes
- 11:30 am – 12:00 pm CDT Breakout Sessions
- 1:45 pm – 2:15 pm CDT Breakout Sessions
- 4:30 pm – 5:00 pm CDT Keynote Session
Wednesday
Jun 8- 9:30 am – 10:35 am CDT Keynote Sessions
- 11:45 am – 12:15 pm CDT Breakout Sessions
- 1:55 pm – 2:25 pm CDT Breakout Sessions
- 3:40 pm – 4:10 pm CDT Breakout Sessions
Thursday
Jun 9- 9:30 am – 10:00 am CDT Keynote Session
- 10:45 am – 11:15 am CDT Breakout Sessions
- 12:30 pm – 1:30 pm CDT Keynote Sessions & Closing
Early Access Jun 3
How 2020’s Breaking Point Enabled Progressive Inclusion Strategies
The impact of unjust police brutality and the pandemic was a breaking point in 2020 for Humana and the Digital Health & Analytics (DH&A) Organization. With disproportionate health disparities and blatant injustices towards Black Americans, DH&A responded by partnering with Forrester Research to launch an enterprise investigation around systems and practices relative to Black/African American associate and member experience disparities. A conceptual framework was developed to address systemic disparities, new sources of value from an EDI lens, and ongoing training and execution of key practices for EDI to reach full integration into our business norms.
In this session, you’ll learn:
- Setting up and finding our “why.”
- The three-phased project and key elements of real EDI strategy.
- 2021 results and our path forward.
Speakers:
Stacy Brooks, Associate Director | EDI Digital Strategy, Humana | Digital Health Analytics
Alex Stein, Principal Consultant, Forrester
Mastering CX Workshop: Take a Systematic Approach to Ensure CX Success
There’s a lot riding on your success as a customer experience (CX) professional. Your company is counting on you to organize stakeholders to create a consistent, on-brand, high-quality customer experience. To succeed, you need to approach your responsibilities in a systematic way that produces continuous improvement, not just a series of one-off fixes. In this interactive session, you’ll learn about the six priorities for CX success, assess your current state, and build an action plan that will benefit your organization and your career as a CX professional. This workshop provides a live sample of Forrester’s Mastering CX Certification course. By participating, you’ll get a head start on earning your Mastering CX credentials.
Speakers:
Jenna Wohead, Director, Product Management, Forrester
Rick Parrish, VP, Research Director, Forrester
Patrick Hayes, Product Manager, Certification, Forrester
Spotlight Sessions
Check out our Sponsor Spotlights to learn more about the next great solution for your team. All sessions available on-demand.
Leading Change: Understanding The Human Experience Of Change
Change is constant, yet organizational change efforts routinely fail. Join this workshop to better understand the human experience of change and how you can lead change at your organization from wherever you sit. You’ll participate in interactive exercises that will apply change leadership concepts to your own initiatives. This workshop provides a live sample of Forrester’s Leading With Customer Obsession Certification course. By participating, you’ll earn credit toward your Leading With Customer Obsession credentials.
This session will be available in-person and digitally.
Speakers:
Jenna Wohead, Director, Product Management, Forrester
Katy Tynan, VP, Principal Analyst, Forrester
Tuesday Jun 7
Opening Remarks & Keynote Session
The New Consumer Has Been Painted On A Pandemic Canvas
The covid-19 pandemic triggered a sea-change in consumer lifestyles, attitudes, and expectations. More than two years of close, data-driven observation are beginning to illuminate the patterns in the chaos that define the contemporary consumer and their context. In this keynote, we reconcile our retrospective analysis with the temperature of current consumer emotions and behaviors, to reveal how consumer needs, values, and consumption have changed, and we’ll illustrate how brands must prepare for what likely comes next.
Speakers:
Sharyn Leaver, Chief Research Officer, Forrester
Anjali Lai, Senior Analyst, Forrester
Keynote Session
Consumers Or Constituents? Marketing Amidst Our Culture Wars
In the 1980s, Baby Boomers were in their prime. This so-called “Me generation” drove a consumer culture that was fueled by the money-moving and culture shaping advertising that defined a materialistic society. This made Consumerism the core of marketing. Fast forward 40 years, greed is in a clash with good. A politicized culture war now divides and alters the marketing landscape rumbling the ground rules of brand loyalty — turning consumers into constituents. The question is where and when do these values become the currency of commerce? Or do they?
Speakers:
Mike Proulx, VP, Research Director, Forrester
Breakout Sessions
Case Study Sessions
Hear real world case studies, showcasing the value of partnering with the right technology provider. All sessions available on-demand.
Breakout Sessions
Keynote Session
Disruption Becomes Business As Usual
The dizzying speed of business transformation over the past two years has brought into sharp relief how a company that truly understands its customers can use emerging — or even untested — technology to create experiences that people need and crave. This panel explores why this disruption is here to stay.
In this panel session, you’ll learn:
- How a complete stack is required to replicate in-person interactions via customer-facing apps.
- How companies made the difficult decision to accept more tech risk than ever — and how they’re sticking to it.
Speakers:
Linda Ivy-Rosser, VP, Research Director, Forrester
Jessica Liu, Principal Analyst, Forrester
Kate Leggett, Vice President, Principal Analyst, Forrester
James L. McQuivey, PhD, VP, Research Director, Forrester
Wednesday Jun 8
Keynote Session
The High Stakes of Virtual Culture: Your Anywhere Work Advantage
The world has changed but the need for high-performing company culture has not. Previously, low risk experiments to create culture remotely could quickly fall back to the “real world” when they failed. But now that remote work is here to stay, the stakes are high to find a way. How do we build the kind of culture in an Anywhere Work world that shapes purpose, behaviors, rituals, and the artifacts that make your employees’ experience great? What are smart executives doing to advantage the challenges and opportunities that tomorrow will bring?
In this keynote, Principal Analyst Katy Tynan will deliver the theory and the practice to help you define your strategy for a strong culture in an anywhere work world.
Speakers:
Katy Tynan, VP, Principal Analyst, Forrester
Keynote Panel Session
Out In Front: Transformations Live And In Realtime
You were planning, moving faster, with transformation initiatives already underway to address the wave of changes brought on by rapidly shifting consumer attitudes and preferences. Then the Pandemic hit us all. Marketing, CX and Digital leaders all had to rally simultaneously without hesitation to meet the needs of their customers and their employees experiencing unprecedented disruption.
This mainstage panel discussion will explore and showcase the technology and service innovations in customer experiences that were deployed swiftly and confidently to deliver on the expectations of customers in the wake of the pandemic. And we’ll explore what we have learned from this call to action to drive the next wave of innovation now.
Speakers:
Keith Johnston, VP, Group Director, Forrester
Des Cahill, Group Vice President, Global ACX Product Strategy, Oracle Advertising & Customer Experience (ACX)
Abishek Viswanathan, Group Product Director, Qualtrics
Jason Galloway, Principal, U.S. Customer Advisory COE Lead, KPMG LLP
Kirsten Newbold-Knipp, CMO, FullStory
Breakout Sessions
Breakout Sessions
Breakout Sessions
Thursday Jun 9
Keynote Session
Experience Your Customers In 3D
The drastic changes in customer behavior over the past two years have made it more crucial than ever to understand your customers through analytics. This keynote will highlight the most important recent analytical trends that you can leverage to adapt quickly to increasing customer dynamism.
In this session, you’ll learn:
- How to make sense of the digital customer.
- Why advanced customer analytics are within reach for everyone.
- How to make confident decisions in the face of uncertainty.
Speakers:
Brandon Purcell, VP, Principal Analyst, Forrester
Breakout Sessions
Keynote Session
Pandemic Or The Next Peril: Brand-CX Alignment Is Critical For The Health And Growth Of Your Company
The pandemic may have brought about a monumental change in how brands go to market, but some things haven’t changed. Chief among them, the need to align a brand’s promise with its customer experience. If anything, the swell of crisis has upped the ante on brands getting this alignment right or risk losing relevance in a market already characterized by rapidly shifting consumer attitudes and preferences.
In this keynote, Forrester analysts will explore both the synchronization of your brand and CX to demonstrate how together they create value, and ensure your customer and company are aligned.
Speakers:
Dipanjan Chatterjee, Vice President, Principal Analyst, Forrester
Pete Jacques, Principal Analyst, CX Index, Forrester
Closing Keynote
Five Universal Truths About CX That Stand The Test Of Time
Ten years ago, Forrester wrote the book on customer experience: Outside In. This year, we looked back at what we wrote and found five truths about customer experience that haven’t changed despite the upheavals in our world. These are the fundamentals you can count on, because they are essential to business success.
In this session, you’ll learn:
- Five truths about CX that will still be important in 2032 and beyond.
- Why CX discipline is essential to profiting from these truths.
Speakers:
Harley Manning, VP, Research Director, Forrester