CX
North America

June 13 – 15, 2023  |  Nashville & Digital

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

2:00 pm – 5:00 pm CDT

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

3:30 pm – 5:00 pm CDT

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

3:30 pm – 4:45 pm CDT

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

3:30 pm – 5:30 pm CDT

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

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.

5:00 pm – 6:00 pm CDT

Welcome Reception (In-Person Only)

Join us for refreshments and light appetizers. All registered attendees are welcome.

5:30 pm – 7:00 pm CDT

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

8:15 am – 9:15 am CDT

General Breakfast

9:15 am – 9:30 am CDT

Opening Remarks

Speakers:
George Colony, CEO, Forrester

9:35 am – 10:05 am CDT

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

10:10 am – 10:40 am CDT

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

11:00 am – 11:30 am CDT

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 am – 11:30 am CDT

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

11:30 am – 12:00 pm CDT

Breakout Sessions

Leadership During Turbulent Times
What Customer-Obsessed Leaders Do Differently

Customer-obsessed organizations innovate better, grow faster, and keep employees engaged along the way. What do leaders of these customer-obsessed organizations do differently that helps their organizations thrive in times of transformation? In this session:

  • Learn what the latest data on customer-obsessed leadership means for you.
  • Understand how customer-obsessed leaders inspire their teams to deliver value to customers.
  • Prepare to use customer obsession as your solid rudder in turbulent times.

Speakers:
Katy Tynan, VP, Principal Analyst, Forrester

READ MORE + READ LESS -
Bold Strategies Perpetuate Success
Why Bother Being Bold?

At a time when uncertainty is the only certain thing, making bold moves is not only a key differentiator it’s actually less risky than playing it safe. Attend this session to learn: 

  • What it really means to be bold. 
  • The core principles of a bold, customer-obsessed strategy. 
  • How being bold pays off for the customers, employees, and the organization. 

Speakers:
Shar VanBoskirk, VP, Principal Analyst, Forrester

READ MORE + READ LESS -
Creativity-Powered Commerce
The Rise of Creative Commerce: Move From The Moment of Purchase To The Commerce Experience

For most brands, commerce is reduced to an isolated purchase moment stuck in its own retail world, disconnected from the broader customer journey and cut off from the tenets of branding. The result is a vacuum in which retailers and online marketplaces force merchandisers and marketers to focus on the transaction at the point of purchase, rather than the full range of shoppers’ emotional and functional needs across the purchase experience. It’s time for brands to reset their goals and pursue a coordinated strategy called creative commerce — a complete branded experience that culminates in purchase and repurchase. 

  • We will define the principles and process to implement a creative commerce strategy. 
  • We’ll look at best-in-class examples that leverage the brand, media, and experiential asset. 

Speakers:
Jay Pattisall, VP, Principal Analyst, Forrester

READ MORE + READ LESS -
Customer-Obsessed Marketing
Manage Brand Growth In An Economic Downturn

Growth during a downturn? That doesn’t sound right. While seemingly counterintuitive, this is the right time to craft a marketing strategy to drive short-term and long-term profitable growth. But to get it right, CMOs must carefully balance offense with defense.  

In this session, find out more about: 

  • What’s common to companies that have successfully navigated four decades of downturns and recessions. 
  • Tactics, both offensive and defensive, that CMOs are utilizing today, in this time of economic uncertainty, to spur profitable growth. 
  • A marketing framework to help you craft your growth strategies from both existing and new customers. 

Speakers:
Dipanjan Chatterjee, Vice President, Principal Analyst, Forrester

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Digital Operations: Harmonize The Total Brand Experience
Creativity And Dynamism Must Power Your Digital Strategy

The companies that drive profitable growth over multiple business cycles do not achieve that growth by spending gobs of money or splashing out on the latest tech; they achieve growth by pushing themselves to be more dynamic and creative especially in their digital strategies. This session will reveal Forresters research on what great digital businesses do differently. We will outline useful concepts, like subtractive innovation, and tools, including our exploration-as-an-engine framework. We will provide bestpractice examples from digital business leaders such as Bank of America, Delta, Disney, JetBlue, USAA, Vanguard, and others. 

Speakers:
Peter Wannemacher, Principal Analyst, Forrester

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Data, Insights, And Tech For The Evolving Customer Lifecycle
How To Deliver Personalization That Your Customers Really Want

This is the paradox of personalization: Consumers both want it and despise it. Companies find that trying to build personalized customer experiences is as varied and nuanced as the customers they are trying to personalize for. The term “personalization” is broad and often open for interpretation. It takes shape in many forms across the customer lifecycle and can occur in multiple moments. For companies to successfully incorporate personalized moments into their customer experiences, they need a strategy to plan, data to power it, and technology to execute it. Key takeaways from this session will include: 

  • The current state of consumers’ feelings towards personalization. 
  • Strategy, data, and technology requirements for personalization. 
  • A vision for the future of personalization. 

Speakers:
Jessica Liu, Principal Analyst, Forrester

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Special Session
Culture Shapes Consumers: 5 Forces CMOs Should Track

Consumers are more alike than they are not. But if it’s that simple, then what influences consumer behavior? One simple truth: The cultural events that surround us. Forrester has identified the 5 key cultural forces that B2C marketers should track in order to understand how they influence consumers – their behaviors and their relationships with brands. Attendees of this session will learn: 

  • What the key cultural events shaping future generations are 
  • How they shape and influence consumer behavior and purchases 
  • Why it matters to modern marketers and what CMOs should do next 

Speakers:
Audrey Chee-Read, Principal Analyst, Forrester

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Industry Meetup: Government
Assumptions Are Kryptonite To Your CX Strategy.

How can you leverage Voice of customer in the public sector to challenge assumptions and build better CX. Join your fellow public sector peers for an engaging facilitated roundtable discussion.

Speakers:
Colleen Fazio, Senior Analyst, Forrester

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12:10 pm – 12:40 pm CDT

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
The advent of ChatGPT has caused a sensation worldwide, with many executives eager to replicate its human-like interactions in their businesses to provide delightful customer experiences. However, in the present economy where operational costs are on the rise, the prevailing concern in every boardroom is how to remain competitive while integrating innovative technologies like ChatGPT without incurring higher costs. Join Aisera for an informative case study with Aneel Jaeel, former SVP of Customer Success at McAfee. Discover how customers successfully implemented AI to enhance CX, reduce operational costs, and boost customer satisfaction. Learn about strategies used to ensure trust, maintain compliance, and overcome unique AI challenges.This informative session will inspire and empower you to leverage AI technology to elevate your CX and streamline your operations.
Key Topics: Conversation Intelligence for Customer Service & Real-Time Interaction Management

Speakers:
Aneel Jaeel, AI advisor and former SVP of CX, McAffee
Puru Amradkar, CTO, Aisera

Amdocs: Drive digital adoption that sticks
Embark on a journey with Amdocs’ case study session, delving into the factors impacting digital adoption and unveiling the key drivers for crafting compelling experiences. Elevate customer digital engagement and foster seamless end-to-end self-service interactions through insights gleaned from global industry case studies. Acquire practical advice on best practices and efficacious strategies, making this session valuable for visionary leaders aiming to refine their digital approach and achieve remarkable outcomes that will last.
Key Topics: Digital Experience Serivices

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

Speakers:
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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
Hear how next-generation AI can help your organization be more effective, automate processes, and know customers deeply. AI sets the stage for a new era of innovation and unlocks employee productivity for sales, marketing, and service organizations. 9 out of 10 people want to automate daily tasks to focus on work that matters. AI brings a fundamental change to how people work and interact with data. Learn from our customers that use this transformational technology.
Key Topics: Conversation Intelligence for Customer Service, Digital Experience Services

Speakers:
Seth Patton, General Manager, Microsoft Customer and Employee Experience Solutions, Microsoft

12:40 pm – 1:45 pm CDT

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

12:40 pm – 1:45 pm CDT

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

12:40 pm – 1:45 pm CDT

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

1:45 pm – 2:15 pm CDT

Breakout Sessions

Leadership During Turbulent Times
Build A Better Listening Strategy To Inspire And Enable Your Employees

Gone are the days when leaders stood in front of their followers and told them what matters. Modern leaders engage their teams to learn from them, and with them, what matters in the business and for customers. But that can only happen with a more purposeful listening strategy. In this session, attendees will learn:  

  • What listening is and why it plays the largest role in an organization’s approach to employee input. 
  • How listening is a productive, rather than merely reactive, tool for improving the business. 
  • Why successful leaders will be known as much for what they learned as what they said. 

Speakers:
David Johnson, Principal Analyst, Forrester

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Bold Strategies Perpetuate Success
Putting Your Bold Strategy Into Action

Making your bold strategy a reality takes much more than just great ideas and passion. In this session, understand how to really operationalize your strategy by learning: 

  • What day-to-day work is needed to put your bold strategy into practice. 
  • How to create buy-in and accountability for working in a bold way. 
  • What you should do to get started. 

Speakers:
Su Doyle, Senior Analyst, Forrester
Angelina Gennis, Senior Analyst, Forrester

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Creativity-Powered Commerce
Shoppable Everywhere: Tapping Into Commerce-Enabled Content

The customer journey isn’t linear anymore. Social media and commerce-enabled content collapsed the customer journey, making it easier for consumers to discover, choose, and purchase products on the spot. In this panel discussion, you will learn:  

  • What the future of commerce media looks like. 
  • How marketers can develop a commerce-enabled media strategy. 

Speakers:
Kelsey Chickering, Principal Analyst, Forrester
Saeyoung Cho, Chief Strategy Officer, Captiv8
Allysun Lundy, VP, Retail Media Strategy, Publicis Commerce

READ MORE + READ LESS -
Customer-Obsessed Marketing
The CMO’s Role In Driving Customer Obsession

Everyone nods along at the idea of customer obsession. Who doesn’t want to put the customer at the center of their leadership, strategy, and operations? And yet just 3% of companies are customer-obsessed today. New research will explore how leadership accountability and strong stakeholder relationships can help make customer obsession real for your company. 

In this session, we will look at: 

  • How to determine who should drive customer obsession at your company. 
  • What the CMO can do to advance an enterprise-wide customer obsession strategy. 
  • How the marketing function can increase its contribution to customer obsession. 

Speakers:
Shar VanBoskirk, VP, Principal Analyst, Forrester

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Digital Operations: Harmonize The Total Brand Experience
Use Your Digital Engine To Anticipate Your Customers’ Needs and Delivery Their Next Best Experience

Consumers seek convenience when they have jobs to do — even online. The ultimate convenient experience is when a brand anticipates the need of a consumer and proactively serves them (with their next best experience). Forrester has interviewed dozens of executives and surveyed hundreds of companies to understand their ability to deliver these invisible experiences. Join Julie Ask to learn how your digital engine can help you: 

  • Understand the role of anticipatory experience in your broader digital experience portfolio. 
  • Begin/evolve your journey toward anticipating the needs of your customers and serving them proactively. 
  • Deliver the next best experience to your customers to increase the lifetime value of your customers. 

Speakers:
Julie Ask, Vice President, Principal Analyst, Forrester

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Data, Insights, And Tech For The Evolving Customer Lifecycle
When "More Data" Isn't Enough: Building A Data Strategy

As brands grapple with data deprecation, access to consumer data is increasingly challenging. In response, many brands are prioritizing first-party data: capturing more of it on more consumers at more opportunities. But without a clear understanding of the strategy, value proposition, and tools needed to execute, many brands aren’t setting themselves up for success. Join this session to learn:  

  • Why an enterprise data strategy trumps a marketing one. 
  • How marketing can collaborate on an enterprise data strategy. 
  • Key factors for bringing consumers along in your data journey. 

Speakers:
Stephanie Liu, Senior Analyst, Forrester

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Special Session
Panel: Forrester’s 2023 Customer-Obsessed Leadership Award Winners (In-Person Only)

Forrester’s 2023 Customer-Obsessed Leadership Award recognizes senior leaders who exemplify actions that drive customer obsession by putting the customer at the center of their work every day. Join us and hear insights from Forrester’s 2023 Leadership award winners.

Speakers:
James L. McQuivey, PhD, VP, Research Director, Forrester
Aarthi Murali, Chief Customer Experience Officer, M&T Bank
Elizabeth Killinger, Executive Vice President, NRG Home, NRG ENERGY
Amy Summy, EVP, Chief Marketing Officer, and Head of Consumer Business , Labcorp

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Industry Meetup: B2B

More details coming soon.

Speakers:
Joe Cicman, Principal Analyst, Forrester

READ MORE + READ LESS -
2:25 pm – 2:55 pm CDT

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
This session will address how organizations can evolve CX programs to listen to feedback everywhere – digital, chat and telephone conversations, alongside solicited feedback – for deeper journey understanding, efficiencies, risk mitigation, and improved loyalty.  Go beyond identifying the “what” of customer experiences to the human factors that connect them to outcomes by applying AI algorithms to extract language (i.e. effort, emotion) from calls, chats, survey feedback – providing a guidepost to CX areas requiring optimization.
Key Topics: Conversation Intelligence for Customer Service, Customer Feedback Management

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
How NCR impacts the bottom line by increasing alignment with journeys at the heart of its operations.
 
Key Topics: Digital Experience Services, Journey Mapping Services

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

3:05 pm – 4:05 pm CDT

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

3:05 pm – 3:35 pm CDT

Breakout Sessions

Leadership During Turbulent Times
Harness The Power Of Culture Energy To Build Long-Term Resiliency

Culture takes a hit when external forces batter the business. Forrester’s Culture Energy Model, a data-based tool for assessing four dimensions of a culture’s “energy,” can help leaders guide their organizations to higher engagement. In this session, we’ll ask and answer key questions:

  • What makes some cultures more resilient than others?
  • How do we assess our culture for resiliency before, or during, turbulence?
  • How can leaders fortify culture for the long haul?

Speakers:
Angelina Gennis, Senior Analyst, Forrester

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Bold Strategies Perpetuate Success
Panel: Align Your Functions To Your Bold Strategy (In-Person Only)

Companies struggle to align the strategies of key business functions — such as CX, digital, and marketing — with overall company strategy. This is especially true when the company strategy points toward customer obsession. In this panel discussion, Forrester experts discuss how to align functional strategies to overall strategy. Our experts will address key issues such as: 

  • How to align functional strategies with corporate ones. 
  • Best practices to help different functional groups align productively. 
  • How functional strategies can align to lead without a bold company strategy. 

Speakers:
Eric Epstein, VP, Executive Partner, Forrester
Jen Sanning, Executive Partner, Forrester
Judy Weader, Principal Analyst, Forrester
Peter Wannemacher, Principal Analyst, Forrester

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Creativity-Powered Commerce
Data Clean Rooms For Commerce

Brands and commerce companies have a ton of consumer behavior data and oftentimes, it only provides half the picture of a customer journey.  Data clean rooms could unlock the key for a privacy safe approach for brands and its partners to share customer data, sharing exclusive data for deeper customer insights that will help brands cultivate more enhanced customer experiences. Can data clean rooms truly open a treasure trove of consumer behaviors and purchase insights for brands and their partners?  During this session, Forrester Principal Analyst, Tina Moffett will explore:

  • The use case of data clean rooms between brands and commerce partners.
  • The benefits—and potential costs—of data clean rooms.
  • Best practices for data clean room implementation, collaboration, and value exchange.

Speakers:
Tina Moffett, Principal Analyst, Forrester

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Customer-Obsessed Marketing
CMOs Get Tucked: The Rise Of The Chief “Something” Officer

Many big brands, including Walmart and CVS Health, have tucked their CMOs under chief customer officers, while others such as Bank of America, Lowe’s, Under Armour, and Unilever have ditched the CMO role altogether. Does it really matter what title leads the marketing function? Turns out it does. Forrester has new research based on interviews with CEOs as well as chief customer, growth, and marketing officers answering why CMOs are getting tucked … and its implications to the future of marketing.  

During this session, you will learn: 

  • Why CMOs get tucked under roles that aren’t the CEO. 
  • How bold CMOs ensure their seat at the C-suite table. 
  • What CMOs can do to elevate their marketing function.  

Speakers:
Mike Proulx, VP, Research Director, Forrester
Richard Sanderson, Marketing, Sales & Communications Practice Leader, Spencer Stuart

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Digital Operations: Harmonize The Total Brand Experience
Async Messaging: The Ultimate Customer-Led Service Channel for a Digital-First World

Asynchronous messaging is changing the way customer service teams engage with customers. We are witnessing the emergence of the first truly customer-led service channel, forcing brands to rethink their operational practices to keep pace with evolving customer expectations. 

In this session, you will learn:  

  • How messaging empowers customers by giving them control of the pace and timing of communication in a familiar form factor. 
  • What works, what doesn’t, and expectations for how messaging will evolve. 
  • Operational best practices for driving efficiencies and improving CX. 

Speakers:
Christina McAllister, Senior Analyst, Forrester

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Data, Insights, And Tech For The Evolving Customer Lifecycle
The Revival and Impact of Segmentation

Segmentation has been in use for over 50 years, yet successful segmentation remains an elusive challenge for many companies. In the absence of true one-to-one personalization, however, it’s also one of the few ways that we can customize products and experiences for our customers. Why do so many segmentations become shelfware? How do we do better at making segmentations living, breathing representations of our relationship with our consumers or customers? 

This session will cover:  

  • Why “What kind of segmentation do we want?” is the wrong question.
  • How AI can help solve some of the ongoing challenges of segmentation.
  • How to put customer obsession at the core of your segmentation.

Speakers:
Zeid Khater, Analyst, Forrester

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Industry Meetup: Financial Services
Overcoming Obstacles To Accelerate Your CX Transformation
How do you overcome common obstacles that are holding back or limiting your organization’s CX transformation? Join your fellow financial services peers for an engaging facilitated roundtable discussion. Overcoming Obstacles To Accelerate Your CX Transformation. How do you overcome common obstacles that are holding back or limiting your organization’s CX transformation? Join your fellow financial services peers for an engaging facilitated roundtable discussion.

Speakers:
Alyson Clarke, Principal Analyst, Forrester

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3:35 pm – 4:20 pm CDT

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
Asking your customers questions is the best way to start with zero-party data. Learn how Brooks Running, a Seattle-based performance running footwear and apparel brand is asking its customers all the right questions to learn more about their running and fitness habits, improve the experience, and ultimately increase loyalty.
Key Topics: Digital Experience Services, Marketing Measurement & Optimization

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
This session exposes the multi-faceted complexities – “The Chaos” – evolving within CX/CS and thwarting Brands’ ideal experience offerings along with the challenges faced deploying Asynchronous channels into Support Organizations. Khoros then illustrates how the Khoros Digital Contact Center empowers brands to disrupt the chaos and deliver engagement experiences with authenticity, efficiency, and efficacy.
Key Topics: Conversational Intelligence for Customer Service, Digital Experience Services

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

3:35 pm – 4:20 pm CDT

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

3:35 pm – 4:20 pm CDT

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

4:25 pm – 4:55 pm CDT

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

5:00 pm – 5:30 pm CDT

Keynote Interview: Forrester's 2023 Customer-Obsessed Enterprise Award Winner

Forresters 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 Forresters 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

5:30 pm – 5:35 pm CDT

Closing Remarks

5:35 pm – 6:35 pm CDT

Reception

Join us for an opening night reception full of networking, fun, food and refreshments.

6:30 pm – 8:00 pm CDT

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

8:30 am – 9:30 am CDT

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

8:30 am – 9:30 am CDT

General Breakfast

9:30 am – 9:40 am CDT

Welcome Back

Speakers:
Rick Parrish, VP, Research Director, Forrester

9:40 am – 10:10 am CDT

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

10:15 am – 10:45 am CDT

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

10:50 am – 11:35 am CDT

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

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

10:50 am – 11:35 am CDT

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

11:35 am – 12:05 pm CDT

Breakout Sessions

Leadership During Turbulent Times
Accelerate Your Transformation Efforts With Insights-Driven Leadership

Failed transformation efforts often result in shoulder-shrugging. How could such a good idea go wrong? They rarely land on this simple fact: Every transformation effort would be more likely to succeed if it got more employees to make more insights-driven decisions more often. In this session, we will:

  • Share a new framework for leveraging insights to lead through transformation.
  • Prep leaders to ask and answer five uncomfortable questions about your organization’s relationships with data.
  • Guide leaders to examine and accelerate their own insights-curiosity velocity.

Speakers:
Kim Herrington, Senior Analyst, Forrester

READ MORE + READ LESS -
Bold Strategies Perpetuate Success
It Is 2050: Your Website Is Deserted (Start Adapting Your Digital Touchpoint Strategy Today)

Imagine a future where your website and mobile app no longer do the digital experience heavy lifting. Your customers will expect you to engage them proactively with information and suggestions – and ultimately, will expect brands they trust to simply take actions on their behalf. The challenge: As customer touchpoints grow, brands must manage their outbound communications as a portfolio instead of one-off channels. Join this panel discussion to understand Forrester’s view of future consumer digital experiences and to start your journey towards delivering more invisible experiences.

Speakers:
Fiona Swerdlow, VP, Research Director, Forrester
Julie Ask, Vice President, Principal Analyst, Forrester
Joe Stanhope, VP, Principal Analyst, Forrester
Jessica Liu, Principal Analyst, Forrester
Stephanie Liu, Senior Analyst, Forrester

READ MORE + READ LESS -
Creativity-Powered Commerce
Generative AI Meets Commerce: Use Cases And Watch Outs (In-Person Only)

Yes, everyone is talking about generative AI. And for good reason: It’s already disrupting how companies operate. Forrester’s Q1 2023 B2C Marketing CMO Pulse Survey found that 19% of US B2C marketing executives have already used ChatGPT in their marketing efforts while an additional 41% are currently exploring use cases for it – many of which are commerce related. But brands beware. Innovation in AI far outpaces any regulations – and it’s only accelerating. As generative AI meets commerce, the onus is on companies to deploy it responsibly. But what does that really mean?  

During this panel, you will learn:  

  • What brands are doing to bolster commerce experiences with AI. 
  • Why Marketing, CX, and digital business leaders need a strategy now. 
  • How companies can ensure their AI initiatives are responsible by design. 

Speakers:
Mike Proulx, VP, Research Director, Forrester
Jay Pattisall, VP, Principal Analyst, Forrester
Brandon Purcell, VP, Principal Analyst, Forrester

READ MORE + READ LESS -
Customer-Obsessed Marketing
From Mania To Mastery: Maximize Retail Media’s Revenue Impact

The hype about retail media stokes anxiety among brand marketers. Many fear missing out on retail media’s unique opportunities, wondering if retailers will retaliate if they underspend. To overcome their anxieties, CMOs should lay a strong foundation for retail media — one that enables them to constructively exercise their power with retailers. By setting goals, budgets, and KPIs for retail media, CMOs realize the medium’s direct yet subtle benefits to business growth. 

Attend this session to learn: 

  • How to cultivate retail media’s prerequisites. 
  • Best practices for planning, activating, and optimizing retail media. 
  • How retail media will evolve in the next 2–3 years. 

Speakers:
Nikhil Lai, Senior Analyst, Forrester

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Digital Operations: Harmonize The Total Brand Experience
Designing The More Human Future Of Human-Machine Interaction

Digital interactions are poised to evolve beyond today’s touchscreens to a new era in which machines grow closer to the ways humans communicate, behave, and think. In this track session, David will describe how the digital medium will become far more conversational, embodied, and, spatial, and how machines will become more creative, perceptive, and personified — and examine the potential upsides as well as how companies can and should steer clear of the significant risks.

Speakers:
David Truog, VP, Principal Analyst, Forrester

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Data, Insights, And Tech For The Evolving Customer Lifecycle
(How To) Balance Your Customer And Business Metrics to Drive CX Impact

One of the greatest challenges CX leaders report is demonstrating the impact of CX on their business — that is, showing the value of customers having good experiences. Furthermore, customer-obsessed companies also strive to demonstrate reciprocal value for customers. Achieving success for both the company and the customer requires finding the right balance of metrics to represent both participants in this relationship. Attendees of this session will learn how to: 

  • Define value for both the company and the customer. 
  • Identify relevant customer intelligence metrics. 
  • Link appropriate metrics to demonstrate the business impact of high-value CX. 

Speakers:
Pete Jacques, Principal Analyst, Forrester

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Bold Strategies Perpetuate Success
Case Study: Bold Matters, Even When You Don’t Have To Compete To Win

What sort of boldness does your organization need if you have little competition? Find out in this session, as a government department and a utility company share why they went bold and what it meant for their success. Expect to learn: 

  • Why these organizations went bold despite having no direct competition. 
  • How they’re overcoming institutional inertia to bring their bold strategies to life. 
  • What achievements these bold strategies are unlocking. 

Speakers:
Colleen Fazio, Senior Analyst, Forrester
Anthony (Tony) G. Wilhelm, Ph.D., Director, Performance, Risk and Social Science Office, NOAA Federal
Kristina Coppernoll Mandrelle, Manager, Retail Customer Experience Design , Consumer Energy

READ MORE + READ LESS -
Industry Meetup: Healthcare
Make the case for improving healthcare CX!

What are best practices and levers for building a business case to improve CX in a healthcare firm? Join your fellow Healthcare peers for an engaging facilitated roundtable discussion. 

Speakers:
Judy Weader, Principal Analyst, Forrester

READ MORE + READ LESS -
12:10 pm – 12:40 pm CDT

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

12:40 pm – 1:45 pm CDT

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

12:40 pm – 1:45 pm CDT

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

12:40 pm – 1:45 pm CDT

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

1:45 pm – 2:15 pm CDT

Breakout Sessions

Leadership During Turbulent Times
Earning Excellence: How Managers Can Inspire And Enable Sustained Excellence

Energy and engagement are finite resources that are essential to achieving business results. One of the challenges that organizations and leaders face is that these resources have been depleted for many of their employees due to a lack of strategies to refresh and sustain that energy. In this session, we will:

  • Define “tired rock stars” — high-engagement contributors who are at risk of burning out.
  • Guide leaders to see the tired rock stars in their ranks (including, possibly, themselves) and understand them more clearly.
  • Share how leaders can sustainably earn excellence from their talent.

Speakers:
Jonathan Roberts, Senior Analyst, Forrester

READ MORE + READ LESS -
Bold Strategies Perpetuate Success
Case Study: How To Be Bold In A Highly-Regulated Industry (In-Person Only)

Boldness that drives growth doesn’t come easy in highly regulated industries burdened by legacy beliefs and practices. get inspired as leaders from healthcare and financial services firms share how their companies: 

  • Put the customer at the center of their growth strategies. 
  • Operationalize their strategies across their companies. 
  • Drive better outcomes for customers, employees, and their businesses. 

Speakers:
Alyson Clarke, Principal Analyst, Forrester
Catherine Beck, VP, Customer Experience & Analytics, Ameriprise Financial

READ MORE + READ LESS -
Creativity-Powered Commerce
Create Differentiated Purchase Experiences With The Help Of Commerce Services Partners

Few brands break through the commerce noise to accelerate purchases on their own. To deliver a fulfilling, differentiated total commerce experience, most companies look to elevate and integrate their internal capabilities and cultivate partnerships with agencies, consultancies, and other providers to help deliver on the promise of creativity-powered commence. Join this session to:

  • Understand how a total commerce experience changes what you need from a commerce service provider.
  • Learn how to select and work with a commerce services partner.
  • Participate in an open discussion on the impact of total commerce experiences on your partnership strategy.

Speakers:
Ted Schadler, VP, Principal Analyst, Forrester

READ MORE + READ LESS -
Customer-Obsessed Marketing
TikTok Made Me Buy It: Winning Over The Creator-Led Consumer

Creators possess the power to influence consumers and culture. They can make something instantly go mainstream overnight just by getting behind a trend, a song, an idea, or a product on TikTok. As creator-driven platforms such as TikTok skyrocket in popularity, brands need to play ball to gain relevance and drive sales by adapting to the creator-led consumer.  

In this session, B2C marketers will learn: 

  • Strategies to engage the creator-led consumer segment. 
  • Ways to partner with the creator community. 
  • How to win on TikTok. 

Speakers:
Kelsey Chickering, Principal Analyst, Forrester
Adrienne Lahens, Global Head of Operations , TikTok

READ MORE + READ LESS -
Digital Operations: Harmonize The Total Brand Experience
Empathy In Digital Experiences Isn’t Easy — But It’s Critical

Brands conduct research to empathize with customers and gain insights into their experiences, yet it can be challenging to translate those insights into empathetic moments in which customers feel heard and understood — especially in digital experiences, where the focus is often on self-service and not creating a human connection. Brands must design for empathy in digital experiences to demonstrate that they understand and care for their customers and thereby drive loyalty.

In this session, you’ll learn:

  • Why empathy is critical in digital experiences.
  • Best practices from brands that are successful at demonstrating empathy.

Speakers:
Senem Guler Biyikli, Analyst, Forrester
Gina Bhawalkar, Principal Analyst, Forrester

READ MORE + READ LESS -
Data, Insights, And Tech For The Evolving Customer Lifecycle
The Future Of Voice Of The Customer Programs

Voice-of-the-customer (VoC) programs are stuck. Email surveys — despite their low response rates — continue to be a primary source of customer feedback, and too few programs connect the voice of the customer to key business decisions. According to Forrester’s 2022 State Of VoC And CX Measurement Practices Survey, nearly half of respondents rated their program maturity as low or very low. Siloed VoC efforts, combined with the increasing availability of and reliance on digital interaction analytics and other customer data, puts organizations at risk of overrotating on the “what” and missing the “why.” VoC leaders are uniquely poised to help organizations navigate the next phase of customer understanding — where customer emotions and feedback are married with data and analytics to produce outcomes for the business and for the customer. Organizations that are committed to delivering consistent, high-quality CX need to reimagine and retool their VoC programs. Learn: 

  • Why VoC programs need to adapt to thrive. 
  • Examples from companies that have successfully retooled their VoC programs to be more effective. 
  • Tips for getting started/where to start. 

Speakers:
Colleen Fazio, Senior Analyst, Forrester

READ MORE + READ LESS -
Special Session
Mastering CX Workshop: Hone Your CX Measurement Practice

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

READ MORE + READ LESS -
2:20 pm – 2:50 pm CDT

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
ChatGPT has taken the world by storm with both Wall Street and Main Street furiously reading up on generative AI and what it can do for them—and to them. As someone in charge of CX and EX (employee experience), how do you harness this powerful technology to turbocharge your initiatives ? Attend this session to learn about generative AI and a step-by-step approach to leveraging it in your contact center and beyond. 
 
Key Topics: Digital Experience Services

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

2:55 pm – 3:40 pm CDT

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
Customer needs are always evolving, and technology can help organizations focus on building customer relationships and earning customers for life. Join this session to see how Microsoft Dynamics 365 Copilot empowers sellers, marketers, and agents to deliver exceptional customer experiences with the power of next-generation AI, automation, and collaboration. 
Key Topics: Conversation Intelligence for Customer Service, Digital Experience Services

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

3:00 pm – 3:30 pm CDT

Coffee Chats: Privacy & Marketing: Hurdle? Opportunity? Both?

Where and when does privacy present an opportunity to win customers?

Speakers:
Stephanie Liu, Senior Analyst, Forrester

3:40 pm – 4:10 pm CDT

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

4:15 pm – 4:50 pm CDT

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

4:50 pm – 5:50 pm CDT

Reception

Join us for a reception full of networking, fun, food and refreshments.

5:50 pm – 7:05 pm CDT

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

8:30 am – 9:30 am CDT

General Breakfast

9:30 am – 10:00 am CDT

Breakout Sessions

Leadership During Turbulent Times
Five Reasons You’re Not Coaching Effectively

“Manager as coach” is a popular role expectation for anyone with a direct report. And many managers fancy themselves to be great coaches. But what does it truly take to be a great coach? Is it truly possible to coach your employees? In this session with Betsy Summers, a professional coach, attendees will learn: 

  • How professional coaches approach the dimensions of coaching. 
  • The barriers that limit the effectiveness of a coaching relationship between manager and employee. 
  • Coaching best practices that can make the best of a complicated opportunity.  

Speakers:
Betsy Summers, Principal Analyst, Forrester

READ MORE + READ LESS -
Creativity-Powered Commerce
Design Responsible Commerce Experiences 

Digital acceleration has raised the stakes for trust in digital experiences. Yet many commerce experiences erode trust by failing to prioritize accessibility, privacy, inclusion, transparency, well-being, and other ethical principles, suffering reputational damage and lost sales as a result. Practicing responsible design ensures that experiences are aligned with the ethical principles your company is committed to and creates opportunity for differentiation and growth. Attend this session to:

  • Understand the principles for designing responsibly.
  • Learn best practices to activate these principles in your design process.

Speakers:
Gina Bhawalkar, Principal Analyst, Forrester

READ MORE + READ LESS -
Customer-Obsessed Marketing
Bang For Your Buck: Marketing Strategies That Grow Business Value

CMOs play a delicate game of chess. They drive business growth by carefully moving pieces of their marketing plans in the hopes of squeezing more value out of their customer acquisition and retention plans. But only controlling marketing costs will not deliver a checkmate. During this session, you will master the art of business growth through marketing strategies that optimize ad targeting, creative, messaging, offers, and experience. 

In this session, B2C marketing executives will learn: 

  • Why CMOs should build a more dynamic business growth strategy. 
  • What common marketing levers can be used to drive more business value. 
  • How to optimize cost, creative, targeting, and channels across the customer lifecycle. 

Speakers:
Tina Moffett, Principal Analyst, Forrester

READ MORE + READ LESS -
Digital Operations: Harmonize The Total Brand Experience
Find The Common Ground Between Digital Design And Agile Frameworks

While there are many frameworks for getting digital work done, they all share a common theme: iteration. In this session, we will dive deeper into the various options, similarities, and differences of these frameworks and discuss the essential elements that are shared and worth taking forward into your work. 

Speakers:
AJ Joplin, Senior Analyst, Forrester

READ MORE + READ LESS -
Data, Insights, And Tech For The Evolving Customer Lifecycle
Integrating Experience Data For Actionable Customer Insights

By connecting customer feedback, business interaction data, and financial outcomes at the customer level, organizations can break down silos and generate insights into what really matters. Learn: 

  • How to combine customer feedback, interactions, and outcomes into a holistic model. 
  • How cross-functional insights break down silos to prioritize initiatives based on customer outcomes. 
  • The promise of shifting from business to customer intelligence by treating feedback as integrated business data. 

Speakers:
Rich Saunders, Senior Analyst, Forrester

READ MORE + READ LESS -
Special Session
The (Not So) New Normal: CX Index 2023 Year In Review

CX matters more than ever, especially in turbulent times. Forrester’s CX Index (B2C) measures year to year CX performance of 200+ companies and agencies across North America in 13 industries including financial services, auto, insurers, and more. Our data shows that many organizations rose to the challenge when the pandemic hit, pivoting quickly to meet changing customer needs. Most gains have evaporated with a few exceptions. Gain insights into:

  • Which industries have or have not weathered the challenges of the past year
  • Where the problem areas lie
  • How customer CX perceptions and needs have changed
  • Why organizations should care and what they can do in response

Speakers:
Jane Lo, Sr. Analyst, CX Index, TL, Forrester

READ MORE + READ LESS -
10:05 am – 10:35 am CDT

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

10:35 am – 11:10 am CDT

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.

10:35 am – 11:10 am CDT

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

11:15 am – 11:45 am CDT

Breakout Sessions

Leadership During Turbulent Times
Partnership Is The New Leadership (In-Person Only)

To meet the challenges of leading in today’s dynamic environment, leaders must have more cross-functional relationships and collaborations than ever before. In this panel, Katy will lead a conversation with CX, L&D, and IT leaders from Caterpillar as they share how they are:

  • Forging new partnerships.
  • Solving complex problems across the enterprise.
  • Driving and measuring successful collaboration.

Speakers:
Katy Tynan, VP, Principal Analyst, Forrester
Laura Irvin Magniet, Global Customer Experience Manager, Caterpillar
Debra Nelson, Sr. Organizational Development Consultant , Caterpillar
Keith Thach, Enterprise Solutions Architect, Caterpillar

READ MORE + READ LESS -
Bold Strategies Perpetuate Success
Being Your Own Bold Self

It takes bold people to execute a bold strategy. In this session, learn how to be bold in ways that are productive, personal, and proper by exploring issues such as: 

  • What boldness looks like at different levels of a company. 
  • How you should determine your own bold behaviors. 
  • How you can leverage or overcome cultural hurdles to boldness. 

Speakers:
Jonathan Roberts, Senior Analyst, Forrester
Betsy Summers, Principal Analyst, Forrester

READ MORE + READ LESS -
Creativity-Powered Commerce
Unleash Creativity With Technology Built To Deliver Unique Commerce Experiences

Each brand’s purpose has a story, and the best brands are able to creatively express that story by weaving it into the fabric of a consumer’s lifestyles. Technology makes this so through commerce platforms, marketplaces, and the ability to transact anywhere. But when everyone is using the same tech, how do we defend creative differentiation so that it doesn’t go from unique to ubiquitous. Though consumers reject being pursued, they subconsciously pursue brand experiences that inspire, motivate, and attract them. To evoke this level of emotional and commercial response, brands must look to position themselves correctly in the minds of their consumer during the consumers’ path to purchase. With story as your currency, this session sets out to explore the subtlety behind how to evoke, harness, and engage creatively with emerging technology to create powerful and unique commerce experiences. 

  • The why — telling the story of your brand in a way that evokes an emotional response through user experience design. 
  • The how — demonstrating how you weave into the fabric of their lifestyle with experience architecture. 
  • The what — providing frictionless experience with the right platforms/technology that enable you to scale and customize commerce experience. 

Speakers:
Chuck Gahun, Principal Analyst, Forrester
Joe Cicman, Principal Analyst, Forrester

READ MORE + READ LESS -
Customer-Obsessed Marketing
Straight From The CMO: Bold Takeaways From CX North America 2023 (In-Person Only)

The CMO’s role in improving customer experience (CX) is unequivocally essential. During this session, CMOs share their top 10 insights from having attended Forrester’s CX North America event — including specific actions that they’ll take back to the workplace. As a facilitated peer panel and roundtable discussion, this is a capstone to your CX NA experience, where you will learn: 

  • Why CX is essential to CMOs’ success. 
  • Key CMO takeaways from CX North America 2023. 
  • How CMOs will apply learnings to their brands and businesses. 

Speakers:
Jen Sanning, Executive Partner, Forrester
Lawrence Montgomery, Chief Marketing Officer , Baptist Health
Peggy Byrd, Chief Marketing Officer, Boston Globe Media
Reed Smith, Ardent Health, Chief Consumer Officer

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Digital Operations: Harmonize The Total Brand Experience
Conduct User Research At A Digital Pace

Have you ever heard colleagues say, “We don’t have time for research!” or “It’s ok. We’ll assume the risk.” It’s time to move beyond excuses and into the current century. Let’s talk about practical ways to conduct meaningful user research in ways that meet teams where they are in the decision-making process. Why ship million-dollar prototypes when you can reduce your risk and increase your chances of delivering something users love? We will discuss:

  • How teams can identify and fix their broken research behaviors and practices
  • How teams can create a shared approach to the iterative discovery of customer needs
  • How teams can leverage expertise and technology to move faster

Speakers:
AJ Joplin, Senior Analyst, Forrester

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Data, Insights, And Tech For The Evolving Customer Lifecycle
Build A Technology Flywheel To Accelerate Customer Engagement

Economic factors, empowered consumers, and evolving technology forces marketers to update their data and marketing technology capabilities. To deliver experiences that drive business value and meet customer expectations, marketers must adopt new approaches to identifying consumers, managing and distributing data, and orchestrating experiences. This session will explore the changing landscape of customer data and marketing technology and discuss how brands can innovate based on these trends to meet the requirements for marketing in 2023 and beyond: 

  • Implement a platform-oriented approach to marketing technology. 
  • Leverage identity resolution as the foundation for customer engagement. 
  • Deploy new technical approaches such as customer data platforms and journey orchestration. 

Speakers:
Joe Stanhope, VP, Principal Analyst, Forrester

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11:55 am – 12:25 pm CDT

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

12:25 pm – 12:30 pm CDT

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

2:00 pm – 2:30 pm CDT

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

2:00 pm – 2:30 pm CDT

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

2:00 pm – 2:30 pm CDT

Spotlight Sessions

Check out our Sponsor Spotlights to learn more about the next great solution for your team. All sessions available on-demand.

3:45 pm – 5:15 pm CDT

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

9:30 am – 10:15 am CDT

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

10:20 am – 10:50 am CDT

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

11:30 am – 12:00 pm CDT

Breakout Sessions

Leadership During Turbulent Times
The Key Ingredients Of Culture: What Makes Work Culture Work for Customers

Top-ranked customer experience depends on an organization wide approach to improving the experiences of customers. This requires the right tools and processes but must also be enveloped in a work culture that naturally leads firms to customer obsession and high CX.

In this session, the audience will:

  • Learn what the key components of culture are.
  • Prepare to approach culture in a more deliberate way, especially in light of hybrid work’s evolving requirements.
  • Receive guidance on how to plan for and execute culture change, with the customer as the focal point.

Speakers:
James L. McQuivey, PhD, VP, Research Director, Forrester

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Creativity-Powered Commerce
The Myth And Reality Of Socially Motivated Consumers

As social awareness pervades consumer consciousness, brands are eager to understand the impact of social values on customer decisions. While consumers are increasingly vocal about their social motivations, what they say is often different from what they do. This session explores Forrester’s consumer data and analytical models to separate the myth of social motivation from reality and help brands design better-informed go-to-market strategies.

Here, you will:

  • Learn how to approach sizing the customer segment that is motivated by social values.
  • Explore the preferences and behaviors of this values-motivated segment.
  • Understand how to ready your brand to address social shifts in the coming years.

Speakers:
Dipanjan Chatterjee, Vice President, Principal Analyst, Forrester

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Customer-Obsessed Marketing
Empowered Buying: Consumer Buying In 2022 And Beyond

Empowered customers globally demand both comfort and innovation — whether they’re shopping, banking, using telehealth services, traveling, or simply getting things done day to day. Four forces in particular have ushered in this new era of consumer buying.

In this session, you will learn how savvy commerce businesses are continually reinventing themselves as:

  • Marketplaces and brands find themselves on a collision course.
  • Product experiences increasingly drive consumer demand.
  • Expectations of the values-based customer continue to rise.
  • Developing new business models becomes imperative to growth.

Speakers:
Sucharita Kodali, VP, Principal Analyst, Forrester

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Digital Operations: Harmonize The Total Brand Experience
Customer Service Unplugged: How To Build An Empathetic Contact Center

In this era of COVID-rattled customers and AI-driven self-service options leaving agents with days full of difficult calls with customers on the edge and in need of thoughtful support and empathy, if you don’t build the right environment in your contact center, your agents cannot be empathetic and you will lose customers.

In this session, you will learn:

  • How to retain agents during these difficult times and through the “great resignation.”
  • How to build the business case required to deliver empathetic customer care.
  • How to measure success beyond traditional KPIs such as AHT and call queuing times.

Speakers:
Max Ball, Principal Analyst, Forrester
Eric Bellomo, Researcher, Forrester

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Special Session
How Prudential Built Its Experience Design Capabilities To Transform Its CX

As part of Prudential’s transformation to become more customer-obsessed, it brought together disparate functions into a unified Experience Design team. In this session, Forrester will interview Prudential’s Head of Experience Design, Abhii Parakh, about the transformation, the challenges and results, and the road ahead.

Attend this session to learn how Prudential:

  • Sharpened its focus on customer journeys and customer listening.
  • Invested in cutting-edge design systems and capabilities.
  • Attracted and retained talent while scaling to a 1:2 design-to-product ratio.

Speakers:
Abhii Parakh, Vice President, Head of Enterprise Experience, Prudential Financial
David Truog, VP, Principal Analyst, Forrester

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12:10 pm – 12:40 pm CDT

Case Study Sessions

Hear real world case studies, showcasing the value of partnering with the right technology provider. All sessions available on-demand.

1:45 pm – 2:15 pm CDT

Breakout Sessions

Leadership During Turbulent Times
Your EX to CX Journey: How to Develop an Effective EX Strategy through Listening.

The link between employee experience (EX) and customer experience is clear: Organizations that have more engaged employees generate greater customer experience, grow faster and are more profitable. But how to get EX initiatives prioritized, organized and moving along the right path isn’t quite so clear. Where to start? You need data and insights – the kind that an effective listening strategy generates. And you have more options than ever for gathering data from more sources than surveys. With it you can help your organization navigate change, increase employee retention, help your managers be great leaders, and help your people be willing to perform at their best.

In this session, attendees will learn:

  • How to take stock of current EX listening efforts — who holds it, how it’s done, and what can come next.
  • What options you have to enrich your listening strategy with new data and insights, including the pros and cons of each.
  • What next steps you should take to use the insights to change conversations, set better priorities and build an EX strategy that delivers.

Speakers:
David Johnson, Principal Analyst, Forrester

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Bold Strategies Perpetuate Success
Leadership For Customer Obsession Amid The Future Of Work

Customer obsession requires employees at all levels to put the customer at the center of everything they do, but the future of work is about to transform the way employees do their jobs. As a result, leaders who want to pursue customer obsession must grasp and craft a future-of-work strategy that boosts employees’ motivation and ability to focus on customers. During this session, Vice President & Principal Analyst Rick Parrish will explore:

  • Why the disruptions caused by the future of work are most acute for companies that are trying hardest to become customer-obsessed.
  • What typifies people who can focus on customers in the work environments of the future.
  • How to hire for, develop, and retain people with these characteristics.

Speakers:
Rick Parrish, VP, Research Director, Forrester

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Creativity-Powered Commerce
Great CX For The Digitally Accelerated Consumer

Digitally powered behaviors such as telemedicine and online grocery shopping suddenly became habitual among consumers who resisted them before the pandemic. This widespread, accelerated embrace of digital is both disrupting and supercharging the customer experience — posing both risk and opportunity for brands.

Attend this session to learn:

  • What brands must know about how this accelerated digital adoption will impact CX.
  • Why the accelerated consumer will embrace conversational AI and extended reality as the next emerging technologies.
  • How brands should engage their consumers by using these emerging technologies well to design great CX.

Speakers:
David Truog, VP, Principal Analyst, Forrester

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Customer-Obsessed Marketing
Corporate Transparency, Values, And Buying​

Price, convenience, assortment, and time are the most important considerations for consumers when they research and buy products and services. But increasingly, we see consumers weigh company values in their research and decision-making process. Fifty-eight percent of US online consumers say it’s important that companies are socially responsible. To connect effectively and authentically with values-based consumers, companies need a strategy that helps them make conscious decisions about how much to bring values into their business models and how to express those values to consumers.

In this session, you will learn:

  • The values that matter most to consumers right now.
  • How much values actually impact consumer purchase decisions.
  • Why your current corporate social responsibility (CSR) plan isn’t enough.

Speakers:
Emily Collins, VP, Research Director, Forrester

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Digital Operations: Harmonize The Total Brand Experience
Customer Service Unplugged: The Human Connection

Companies that get it empower their agents to be at their best when it comes to empathizing with the customer and creating that connection with the customer in the moments that matter most.

In this panel session, you will learn:

  • How to create the right culture for agents to thrive.
  • How to empower your agents to be your brand ambassador.
  • How to support your agents in today’s complex environment.

Speakers:
Jeff Lojko, SVP, CX Transformation, Bank of America
Josh Ives, Senior Vice President, Customer Operations, FanDuel
Max Ball, Principal Analyst, Forrester

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Data, Insights, And Tech For The Evolving Customer Lifecycle
Targeting Truth In The Misinformation Age

The proliferation of “alternative facts” is an undercurrent that continues to rock modern society. And current brand safety measures are missing the misinformation mark. This means that today’s advertisers operate within and inadvertently fund the misinformation industry. It’s time for marketers to clean up their media plans to dismantle false information and target the truth.

In this session, you will discover:

  • How to mitigate the effects of misinformation on your brand’s reputation.
  • An evaluation framework to vet partners and platforms.
  • Tools to avoid “misinformation media” within your media plan.

Speakers:
Kelsey Chickering, Principal Analyst, Forrester

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Special Session
Are Your Experiences Inclusive? Here Is How To Assess Them

Many brands want to create inclusive experiences for their customers but lack the tools and resources to assess how inclusive their experiences are and where they need to improve. From inclusive language to accessibility to representation in imagery, there are many components to an inclusive experience, and companies need ways to assess all these aspects of the experience for continuous improvement.

In this session, you will learn:

  • The main components of inclusive experiences.
  • Best practices to assess them.

Speakers:
Senem Guler Biyikli, Analyst, Forrester
Ian Jacobs, VP, Research Director, Forrester

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4:30 pm – 5:00 pm CDT

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

9:30 am – 10:00 am CDT

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

10:05 am – 10:35 am CDT

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

11:45 am – 12:15 pm CDT

Breakout Sessions

Leadership During Turbulent Times
Beginning To Belong: Unlocking The Power Of Inclusion At Work

The ability of any organization to engage a diverse workforce begins with how well its managers can create a sense of belonging on their teams and how well their leaders can create a sense of community within the organization. Belonging is the sense of feeling safe, accepted, and part of the team. Though this feeling is foundational to workforce engagement, 40% of people still say they feel isolated at work. This feeling of isolation erodes the employee experience and prevents employees from achieving their best.

Join Forrester Analyst Jonathan Roberts as we learn what true inclusion is (and what it isn’t) while equipping leaders with the tools to create inclusive environments at work.

Speakers:
Jonathan Roberts, Senior Analyst, Forrester

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Bold Strategies Perpetuate Success
High Potential Is Not A Thing: Why You Need To Rethink Your Approach To Retaining “Top Talent”

Do you have a high-potential program? At best, it’s a waste of time, and at worst, it’s causing actual harm in your organization. Join Principal Analyst Katy Tynan to learn where high-potential programs go wrong and what you should be doing instead to foster a culture of high performance and to engage your entire workforce.

Key takeaways:

  • Understand what motivates high performance in a high-change world.
  • Learn three key leader behaviors that lead to retention and engagement.

Speakers:
Katy Tynan, VP, Principal Analyst, Forrester

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Creativity-Powered Commerce
Welcome To The Consumer Loyalty Evolution

Society has experienced increased turbulence since the beginning of 2020, with increased social activism, environmental catastrophes, and, of course, the pandemic and its related economic pressures, supply chain issues, and health and safety concerns. As a result, consumer behavior has changed — affecting their relationships with brands. As brands more actively leverage loyalty to engage customers, they’ll find that the building blocks of a modern loyalty program have also changed. Today, loyalty has become more digital, data-driven, emotional, and integrated with a broader customer engagement strategy.

By attending this session, you will:

Discover what today’s consumers want in exchange for loyalty.
Learn how brands are addressing loyalty outcomes differently.
Understand the four modern drivers of loyalty and how to approach them.

Speakers:
Mary Pilecki, VP, Principal Analyst, Forrester
Cole Walsh, Researcher, Forrester

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Customer-Obsessed Marketing
Conditional Love: How Successful Personalization Keeps Customers Faithful

Personalization as a competitive advantage today requires companies to uncheck the box on what it means to “know” a customer and use innovative applications of customer data as catalysts for achieving individualization. For many firms, this means fundamentally transforming their digital strategies for engaging customers, including achieving an understanding of what consumers value and what it means to deliver truly relevant experiences.

In this session, you’ll learn:

  • Why assortments and offerings no longer serve as the competitive weapons they once were.
  • How to identify important customer data elements and optimize your data strategy using operational guardrails.
  • What individualization looks like in the real world through examples of companies already doing it well.

Speakers:
Brendan Witcher, VP, Principal Analyst, Forrester

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Digital Operations: Harmonize The Total Brand Experience
Is Your Customer Service Biased?

The stakes for biased customer service have never been higher. Service teams are balancing heightened expectations for social activism, complicated technology, exhausted agents, and social media virality at any moment. This isn’t a question of if bias arises, but when. As such, brands must begin preparing immediately to ensure they’re sufficiently prepared

In this discussion, you will discover:

  • The core problems brands face in addressing latent bias
  • Why addressing bias head-on is critical.
  • Actionable steps to mitigate the risk for biased service.

Speakers:
Eric Bellomo, Researcher, Forrester
Max Ball, Principal Analyst, Forrester

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Data, Insights, And Tech For The Evolving Customer Lifecycle
Audience Targeting is Dead — Long Live Audience Targeting!

The forces of data deprecation are moving the ad industry toward a more consumer-centric, privacy-first future, disrupting marketers’ tried-and-true audience and media targeting tactics. But don’t get distracted by industry hand-wringing or fall into the trap of looking for easy fixes. Now is the time for brands to hit the reset button on their assumptions around targeting and build sustainable go-forward strategies that benefit their consumers and their businesses.

In this session, you’ll learn:

  • How and why data deprecation is reshaping data-driven marketing and what it means for you.
  • What strategic and tactical questions to ask yourself to shape your go-forward approach to targeting.
  • What to look for in current and future targeting partners.

Speakers:
Joanna O'Connell, Vice President, Principal Analyst, Forrester

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Special Session
Agent Workspaces: The Good, The Bad, And The Ugly

What makes an agent workspace successful, and what are the big pitfalls? And what’s the impact on customers? In this session, we’ll share best practices and tips to better equip some of your most important employees for some of your most important customer interactions.

You’ll learn how to:

  • Conduct research with agents.
  • Co-create better workspaces.
  • Use available agent software more effectively.

Speakers:
AJ Joplin, Senior Analyst, Forrester
Christina McAllister, Senior Analyst, Forrester

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1:55 pm – 2:25 pm CDT

Breakout Sessions

Leadership During Turbulent Times
The Future Of The Office: Bridging From Today’s Offices To Tomorrow’s Virtual Workplaces

Anywhere-work is now the dominant model for businesses in every industry where that’s possible, but it depends on companies swiftly building expertise in hybrid work and learning how to make people effective as individuals and in teams, regardless of where they happen to be working on any given day. This requires a change to how offices are utilized — they need to transition from today’s general-purpose corrals for holding large numbers of people to activity-specific environments that make people want to be there for the right purposes at the right times.

In this session, attendees will:

  • Learn how to bridge from today’s offices to tomorrow’s workplaces, including what role virtual and metaverse experiences can plan in the future of the hybrid office.

Speakers:
J.P. Gownder, VP, Principal Analyst, Forrester

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Bold Strategies Perpetuate Success
The Effective CMO

Seventy percent of companies watched marketing increase in importance during the pandemic — and for good reason. Marketing innovated new products, delivery methods, revenue models, and demand when foot traffic and supply chains halted. What can a CMO do to ensure that this new appreciation for marketing stays for good? Is the formula for a successful CMO the same for every company? What skills and competencies do people aspiring to be a CMO need?

In this session, we will profile the effective CMO, answering specifically:

  • What exactly is an effective CMO?
  • What does an effective CMO look like compared to other C-level executives?
  • What attributes come naturally to an effective CMO? What habits should an effective CMO learn to practice?
  • What career path does the effective CMO take?
  • How should you chart your right course as a current or aspiring CMO?

Speakers:
Shar VanBoskirk, VP, Principal Analyst, Forrester

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Creativity-Powered Commerce
Post-COVID Privacy: Marketing To Privacy-Conscious Consumers

Amid pandemic restrictions, consumers were willing to share more personal data in the name of convenient customer experience, such as curbside pickup. But as restrictions ease, will consumers continue to be generous with their data? This session dives into brand-new 2022 Forrester Analytics Consumer Technographics® data on consumer privacy behaviors and Forrester’s privacy segmentation. CMOs and other marketing executives will learn best practices when asking consumers to share data about themselves.

Join this session to:

  • Learn about Forrester’s privacy segmentation and how privacy behaviors have changed.
  • Explore how to engender trust with personas across the privacy spectrum.
  • Hear tips and tricks about how to ask for zero- and first-party data.

Speakers:
Stephanie Liu, Senior Analyst, Forrester

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Customer-Obsessed Marketing
The Impact Of Commerce Operations On Customer Experience

As they shop online, customers want to know what’s in stock in local stores, when orders will arrive, and hear early about shipping delays. When we talk about digital experience management, front-end technologies are often in the limelight — but “back-end” technologies such as order management and post-purchase notifications are crucial to delivering the experiences that customers now expect.

In this session, digital business leaders will learn:

  • What customers really want from them before and after the “buy button.”
  • How to leverage the tech that they likely already have in order to positively impact that experience.
  • What actionable steps to take — now — to make these incremental improvements to CX.

Speakers:
Emily Pfeiffer, Principal Analyst, Forrester

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Digital Operations: Harmonize The Total Brand Experience
How Contact Centers Can Help You Understand Your Customers

Customer experience leaders dream of a world where customers constantly share feedback about their experiences with the organization. That dream is a reality for CX leaders who know how to tap into the constant stream of customer engagement with the contact center — without sending a single survey! And yet, seven in 10 voice-of-the-customer (VoC) or CX measurement programs do not leverage this treasure trove of free insights.

In this session, you will learn:

  • Why you need contact-center listening and analysis to future-proof your VoC program.
  • How AI-fueled solutions such as text analytics and natural language processing can unlock insights from the contact center at scale.
  • How contact center and CX teams can work together to drive improvements in both customer and employee experience.

Speakers:
Colleen Fazio, Senior Analyst, Forrester
Max Ball, Principal Analyst, Forrester

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Data, Insights, And Tech For The Evolving Customer Lifecycle
Recharge Your Media Measurement Strategy

The ongoing fluctuations in consumer behavior along with the changing media landscape is forcing advertisers to adopt a customer-centric approach to media strategy, disrupting traditional media measurement approaches. Brands must look beyond the simplistic media metrics of the past — reach, frequency, and impressions — to redefine successful media performance. This involves adopting new media metrics that traverse platforms, uncovering the impact of media decisions on brand and behavior outcomes, and revealing consumer preferences and consumption patterns.

Attend this session to:

  • Learn about the current state of media measurement — how and why it needs to change.
  • Discover new media measurement metrics and approaches to better assess media success.
  • Uncover the next steps you can take to boost and future-proof your media measurement strategy.

Speakers:
Tina Moffett, Principal Analyst, Forrester

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Special Session
Citizen Development And CX​

In truly digital firms, software is an expression of the business. This means that everything about a firm — its policies, processes, procedures, data, and know-how — turns into software, which changes as the business changes. To tackle this challenge, many firms are empowering businesspeople to develop applications using low-code platforms.

This session will discuss:

  • The citizen developer trend and its connections to customer experience.
  • Advice on how to incorporate CX considerations into formal citizen developer strategies.

Speakers:
John Bratincevic, Principal Analyst, Forrester

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3:40 pm – 4:10 pm CDT

Breakout Sessions

Bold Strategies Perpetuate Success
Fire Up Your Rock Stars Without Burning Them Out

Forrester’s research on burnout has shown that it is possible for people to be highly engaged and experiencing burnout at the same time. The fact is that some of your best, most-engaged rock star employees are also burning out, and you won’t see it in their productivity until it’s too late. These individuals — one-fourth of the working population — are hard to spot because, while they are burning out, they still go above and beyond for the company, are motivated intrinsically, and show commitment to the customer. Losing these crucial high performers is wreaking havoc across companies during the pandemic. We’ll show you how to identify the different types of burnout and how to support the people who want to be their best at work without depleting themselves. 

Participants in this session will: 

  • Rethink what burnout is and how to identify its many causes and manifestations. 
  • Understand the risk of ignoring burnout and learn to work with people and managers to avoid and address it. 
  • Leave with examples of next steps for preventing, identifying, and redressing burnout in their teams and divisions. 

Speakers:
Jonathan Roberts, Senior Analyst, Forrester

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Creativity-Powered Commerce
Using Customer Obsession To Identify And Grow Your Most Devoted Customers

One of the six priorities for customer-obsessed organizations is to design experiences that drive loyalty. Many organizations already have an established segment of deeply loyal customers, a group Forrester calls “devotees.” Companies that understand this segment’s strong willingness to advocate for their brand will design customer experiences that create even more devotees.

This session will teach you:

  • What makes a devoted customer.
  • Why they are crucial (hint: more revenue).
  • How to create more of them.

Speakers:
Pete Jacques, Principal Analyst, CX Index, Forrester

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Customer-Obsessed Marketing
The Future Of Experiences

Future experiences will be both more invisible and immersive. The “below the glass” technology that powers “above the glass” experiences will be increasingly invisible. Brands will anticipate the needs of their customers and serve them proactively. At the same time, the “on the glass” experience, when humans interact with the internet, will be increasingly immersive — perhaps becoming the promised metaverse.

In this session, digital business leaders will learn:

  • Why increasingly “invisible” experiences mean that consumers will actually engage less frequently — but more meaningfully — with brands.
  • How “on the glass” experiences will be increasingly immersive — and how comfortable consumers are with these experiences today.
  • What brands can do today to begin or continue their journey toward future experiences.

Speakers:
Julie Ask, Vice President, Principal Analyst, Forrester

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Digital Operations: Harmonize The Total Brand Experience
Panel Discussion: How Contact Centers Can Help You Understand Your Customers

Customers call your contact center every day and tell your agents exactly what they think about your brand. Every phone call is recorded, and the transcripts from every text interaction are kept as well, destined to sit ignored on a hard drive for months or years. New AI technology allows organizations to “listen” to these calls and put structure to this unstructured data. This is a potential treasure trove of customer insights that CX teams are desperate for. Technology has solved the problem of turning call recordings into structured, useful data. Join us to meet practitioners from Amex, Capital One, and TIAA and hear them talk about how they were able to deliver this information to their CX teams to better understand their customers.

Speakers:
Luis Angel-Lalanne, VP, Customer Listening, Global Servicing Group, American Express
Anne Louise Mason, Senior Product Manager, Customer Experience Measurement Product Portfolio, Capital One
Max Ball, Principal Analyst, Forrester

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Data, Insights, And Tech For The Evolving Customer Lifecycle
Make Customer Experience A Creative Experience

Business leaders have a new force multiplier to propel their company’s innovation, their customer’s experience, and their brand’s differentiation in the marketplace. Creativity energizes products and services and unlocks new value and opportunities for business.

By attending this session, you will:

  • Gain insights for how your organization can use creativity as a business tool to spur innovation.
  • Learn how to implement “creative experience development” as part of your innovation process.
  • Discover a framework to coordinate creativity, design, and innovation.

Speakers:
Jay Pattisall, VP, Principal Analyst, Forrester

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Special Session
Designing The Metaverse

Conflicting views about the metaverse from technology vendors, pundits, and consumers have sown widespread confusion about it, ranging from utopian enthusiasm to skepticism and fear. As a result, many companies ask Forrester what it is and what to do about it.

Attend this session to help steer it away from dystopia by learning:

  • What the metaverse will be — in crystal-clear terms.
  • How the primordial metaverse will emerge.
  • What actions you should take and when.

Speakers:
David Truog, VP, Principal Analyst, Forrester

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Thursday Jun 9

9:30 am – 10:00 am CDT

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

10:45 am – 11:15 am CDT

Breakout Sessions

Leadership During Turbulent Times
How To Keep And Grow Frontline Service Workers, The Key To CX Delivery

Since the pandemic, there has been an explosion in the need for frontline service workers. Stores, hotels, hospitals, warehouses, and restaurants report severe shortages for jobs such as warehouse packing and sorting, delivery, food processing, and janitorial work. These hard-to-fill jobs become prime candidates for automation, but is automation ready to take them?

This session will:

  • Help companies understand how automation is affecting the employee experience of frontline service roles.
  • Help attendees understand how to approach automation in a way to maximize instead of undermine EX.
  • Address the worker shortage while making service work more meaningful all at once.

Speakers:
Craig Le Clair, Vice President, Principal Analyst, Forrester

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Bold Strategies Perpetuate Success
Successful CXOs Focus On Outcomes

The road to CX transformation isn’t likely to be well marked, paved, or lined with cheering spectators. Forrester’s research on high-functioning CX teams has shown that leaders who focus on organizational outcomes — and align their work directly with those outcomes — are far more likely to successfully reach their destination.

Participants in this session will learn:

  • What successful CXOs do differently.
  • How to move from support person to salesperson.
  • How to move from stakeholder outcomes to shareholder outcomes.

Speakers:
Su Doyle, Senior Analyst, Forrester
Judy Weader, Principal Analyst, Forrester

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Creativity-Powered Commerce
Customer Expectations For Digital Fluidity Raise The Stakes For CX

From online banking to virtual meetings to remote school, many consumers have engaged through digital channels for the first time — and expect to continue some of these behaviors moving forward. The pandemic even forced the most technology-averse “digital holdouts” and “reserved resisters” to adopt new digital behaviors. As a result, the baseline for digital adoption has shifted. As the distinction between digital and offline experiences continues to vanish, more consumers will expect to see digital embedded into all customer experiences and will expect digital experiences to be seamless.

Through this session, you’ll:

  • Learn how digital adoption trends are changing in the wake of the pandemic.
  • Understand consumers’ evolving expectations for digital experiences.
  • Identify how bold brands are meeting consumers’ evolving digital needs.

Speakers:
Anjali Lai, Senior Analyst, Forrester
Sara M. Watson, Principal Analyst, Forrester

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Customer-Obsessed Marketing
The Future Of Experiences: Connected Insurance Becomes Reality

Many industries operate amid increasing competition and regulatory oversight, but there aren’t many as complex as the insurance industry. Insurance companies are at the forefront of using internet-of-things-enabled devices and related technologies to both elevate the customer experience and improve their financial performance. As such, this sector is a rapidly evolving case study for commerce leaders across many sectors to learn how innovative insurers are investing in technology, people, products, processes, and partnerships to meet consumers’ growing needs and expectations for personalized and digital experiences. In this session, you will learn:

  • How rising consumer expectations and increasing competition from digital-first startups are driving forward-thinking insurers to harness emerging technology and invest in connected insurance capabilities.
  • How brands can leverage connected technologies to enhance digital experiences and improve corporate sustainability efforts and create a greener planet.
  • How to use vendor and partner ecosystems to increase your market presence and improve your financial performance.

Speakers:
David Hoffman, , Forrester

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Digital Operations: Harmonize The Total Brand Experience
Elevate The Agent, Elevate The Experience

The customer service agent today is tasked with one of the most difficult and most scrutinized jobs in the enterprise as they deal with frustrated customers, outdated performance metrics, and challenges in their own environments as many work from home. Brands need the right agent-facing digital technologies to improve the customer experience and the agent experience.

In this session, you will learn:

  • What the latest, greatest technologies are for the agent workspace.
  • How to think about the future tech stack for agent-facing technologies.
  • Where to start on optimizing the employee experience for the next-gen agent workspace.

Speakers:
Christina McAllister, Senior Analyst, Forrester

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Special Session
Now Is The Time To Master Remote User Research

User research has been a core component of product and experience design for decades. But before the pandemic, remote user research was viewed as the cheaper, “better than nothing” alternative to the in-person testing seen as the norm. How times change! From overcoming the observer effect to broadening the potential tester population, we’ve been forced to learn quite a bit about the practical and tactical benefits of remote research. Now, it is time to make remote researching an intentional part of our strategy.

In this session, we will help you:

  • Understand where and when remote user research drives the best insights.
  • Learn how to successfully get rapid feedback from a diverse customer population.

Speakers:
AJ Joplin, Senior Analyst, Forrester

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12:20 pm – 12:50 pm CDT

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

12:55 pm – 1:30 pm CDT

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