Agenda
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Monday
Jun 29- 1:00 pm – 6:00 pm PDT Registration
- 2:00 pm – 3:00 pm PDT Workshop: Catalyze Agentic Commerce — How To Move From FOMO To Focus
- 2:00 pm – 3:00 pm PDT Deep Dive: Improve Your People’s AI And Innovation Readiness With Forrester’s AIQ
- 2:00 pm – 4:30 pm PDT CX Certification: Advance From Journey Mapping To Journey Management
- 2:00 pm – 5:50 pm PDT The Total Forrester Experience: Executive Challenge (Retail Scenario)
- 3:00 pm – 3:30 pm PDT Networking Break
- 3:30 pm – 4:30 pm PDT Workshop: Ensure Your Consumer Personalization Vision Is 20/20
- 3:30 pm – 4:30 pm PDT Workshop: Leveraging Key Drivers Of Total Experience: US Health Insurers, 2026
- 3:30 pm – 4:30 pm PDT Deep Dive: Be A Trusted Human Leader In An AI World
- 4:45 pm – 5:15 pm PDT Case Study Sessions
- 5:20 pm – 5:50 pm PDT Case Study Sessions
- 5:50 pm – 7:45 pm PDT Welcome Reception
- 6:00 pm – 8:30 pm PDT Executive Leadership Exchange (Invite-Only) | Flavors of the Bay: From Marketplace to Master Chocolatier
Tuesday
Jun 30- 8:15 am – 9:25 am PDT Executive Leadership Exchange Breakfast (Invite-Only): Peer‑Led Executive Tables
- 8:15 am – 9:25 am PDT Forrester Women's Leadership Breakfast
- 8:30 am – 9:30 am PDT General Breakfast (Birds Of A Feather)
- 8:30 am – 9:15 am PDT SAS: Stop Chasing the Edges — The MarTech Middle Is the New Frontier
- 9:30 am – 9:45 am PDT Welcome Remarks
- 9:45 am – 10:10 am PDT Keynote: Maximize Your Total Experience With Forrester’s EX Index
- 10:10 am – 10:30 am PDT Keynote: Forrester’s Total Experience Honor: Celebrating North America’s Best‑In‑Class
- 10:35 am – 11:05 am PDT Coffee Break & Networking
- 10:40 am – 11:00 am PDT Inside The Win: A Client’s Forrester Experience
- 10:40 am – 11:05 am PDT Analyst-Led Roundtables
- 10:45 am – 12:45 pm PDT The Total Forrester Experience: Executive Challenge (FI Services Scenario)
- 11:05 am – 11:35 am PDT Breakout Sessions
- 11:10 am – 12:10 pm PDT Workshop: Build Your CX ROI Story
- 11:50 am – 12:20 pm PDT Breakout Sessions
- 12:20 pm – 1:50 pm PDT Networking Lunch
- 12:20 pm – 1:50 pm PDT Government Lunch
- 12:30 pm – 1:15 pm PDT Lunch & Learn Case Study
- 1:55 pm – 2:15 pm PDT Keynote Case Study
- 2:15 pm – 2:35 pm PDT Keynote: Distrust In The Age Of AI
- 2:50 pm – 4:40 pm PDT The Total Forrester Experience: Executive Challenge (Automotive Scenario)
- 2:55 pm – 3:55 pm PDT Workshop: Activate Your CX Ecosystem With Stakeholder Relationships
- 2:55 pm – 3:40 pm PDT Breakout Sessions
- 3:40 pm – 4:10 pm PDT Coffee Break & Networking
- 3:45 pm – 4:10 pm PDT Analyst-Led Roundtables
- 4:05 pm – 5:05 pm PDT Workshop: Successfully Deploy AI-Powered Customer Self-Service
- 4:10 pm – 4:55 pm PDT Breakout Sessions
- 4:10 pm – 4:55 pm PDT Executive Leadership Exchange (Invite-Only): Exclusive Keynote Q&A
- 5:05 pm – 5:25 pm PDT Keynote: The Human Foundation Of The AI‑Powered Enterprise
- 5:25 pm – 5:45 pm PDT Guest Keynote
- 5:50 pm – 7:05 pm PDT Reception
Monday Jun 29
Registration
Workshop: Catalyze Agentic Commerce — How To Move From FOMO To Focus
For end-users only.
You build customer experiences for humans, but what if your next customer is an AI agent? We’ll use exclusive Forrester data to help you prepare for and adapt at the real pace of AI adoption. In this workshop:
- Learn the implications of getting the agentic opportunity right for your sector
- Explore customer experiences that balance machine logic and human emotion to build trust
- Apply Forrester’s agentic experience and commerce frameworks to assess the current state, identify needs, and build your action plan
Speakers:
Chuck Gahun, Principal Analyst, Forrester
Deep Dive: Improve Your People’s AI And Innovation Readiness With Forrester’s AIQ
For three years, Forrester has helped leading companies prepare their people and teams for AI success using our artificial intelligence quotient (AIQ) assessment tool. Newly improved to reflect all we’ve learned in three years of surveying thousands and deploying AIQ with hundreds of companies, the 2026 AIQ tool gets you even further in understanding your, and your people’s, AI readiness. You will:
- Learn what the four dimensions of AI readiness are and how they manifest at work
- Take a practice version of the 2026 AIQ tool and see what it reveals about you and your team
- Begin to develop a plan for real AI learning, not just simple training, that your people need
Speakers:
James L. McQuivey, PhD, VP, Research Director, Forrester
CX Certification: Advance From Journey Mapping To Journey Management
- Practice quantifying the value of journey improvements and activating the right stakeholders and governance
- Develop stakeholder specific stories to communicate insights, build buy-in, and get work done
Speakers:
Su Doyle, Principal Analyst, Forrester
Jenna Wohead, Director, Product Management, Forrester
The Total Forrester Experience: Executive Challenge (Retail Scenario)
Speakers:
Angelina Gennis, Principal Analyst, Forrester
Networking Break
Workshop: Ensure Your Consumer Personalization Vision Is 20/20
Consumers want personalized interactions that are relevant and valuable. But organizations continue to focus on personalization initiatives that prioritize business goals over customer objectives. Instead, organizations need a personalization vision grounded in the customer and a personalization strategy that details customer needs, business objectives, tactics, and KPIs. In this workshop:
- Learn why an organizationwide vision is important
- Gain clarity on frameworks for effective personalization programs
- Apply learnings to create a personalization vision and strategy
Speakers:
Jessica Liu, Principal Analyst, Forrester
Workshop: Leveraging Key Drivers Of Total Experience: US Health Insurers, 2026
The US health insurer industry scored last among US industries for total experience in 2025, presenting an opportunity for improvement. Session participants will get a first look at the critical drivers of brand experience (BX) and customer experience (CX) for this specific industry and learn how to develop a plan to improve both.
During this interactive session, you will:
- Learn about the key drivers within the BX Index and CX Index for US health insurers.
- Prioritize the key drivers and develop a plan to kick-start targeted improvements.
- Learn from and share with peers.
Speakers:
Judy Weader, Principal Analyst, Forrester
Deep Dive: Be A Trusted Human Leader In An AI World
As AI continues to transform organizations and every aspect of how they operate, leaders at all levels must help their human workforce stay engaged and perform at a high level. Change leadership sits on a foundation of trust and influence. Featuring rich conversations with leaders who have faced this crucial issue, in this session, you will learn:
- The three essential drivers of trust (and how to tell if you are trusted by your team)
- The nine levers of influence (and how to use them to engage your team, your stakeholders, and beyond)
- How to optimize human performance through intentional leadership
Speakers:
Katy Tynan, VP, Principal Analyst, Forrester
Jonathan Roberts, Vice President of Strategy, Together Credit Union
Case Study Sessions
Join case study sessions to hear real-world stories, solutions and insights leveraging the best in today’s CX, marketing, and digital technologies and services.
Clozd: Uncover The “Why” Behind Customer Decisions
Speakers:
Brady Tengberg, Head of Client Success, Clozd
Case Study Sessions
Join case study sessions to hear real-world stories, solutions and insights leveraging the best in today’s CX, marketing, and digital technologies and services.
Kore.ai
JourneyTrack
Welcome Reception
Join us for an opening night reception full of networking, fun, food and refreshments.
Executive Leadership Exchange (Invite-Only) | Flavors of the Bay: From Marketplace to Master Chocolatier
ELE West begins with an unforgettable, invite‑only culinary experience—an exclusive journey through San Francisco’s iconic Ferry Building featuring curated tastings, reserve wines, and a memorable truffle‑making experience with renowned chocolatier Michael Recchiuti.
Speakers:
Ron Rogowski, VP, Executive Partner, Forrester
Jen Sanning, Executive Partner, Forrester
Tuesday Jun 30
Executive Leadership Exchange Breakfast (Invite-Only): Peer‑Led Executive Tables
Join your executive peers for this intimate peer-led table discussion. You will have the opportunity to share your experiences and learn how your peers are successfully navigating their executive agenda. This is a unique opportunity to gain real‑world peer perspectives in a trusted, small‑group setting.
Speakers:
Ron Rogowski, VP, Executive Partner, Forrester
Jen Sanning, Executive Partner, Forrester
Forrester Women's Leadership Breakfast
Power, Trust, and Influence: A Women’s Lens on Leadership
This session explores the dynamics of power through a women’s lens—examining the balance between position power and personal power, including influence, persuasion, and connection. We’ll dig into where power truly comes from, what happens when it runs low, and why trust remains the essential currency of leadership today, previewing insights from the upcoming report Be a Trusted Leader in an AI World.
Speakers:
Emily Collins, VP, Research Director, Forrester
Katy Tynan, VP, Principal Analyst, Forrester
General Breakfast (Birds Of A Feather)
SAS: Stop Chasing the Edges — The MarTech Middle Is the New Frontier
Every marketing organization has invested in data on one end and customer engagement on the other — yet most still struggle to turn insight into action when it matters most. The problem isn’t at the edges. It’s in the middle: the decisioning and orchestration layer where data should become personalized, real-time customer experiences — but too often doesn’t.
In this session, you will learn:
– How to turn disconnected data and channels into a single decisioning engine that drives real-time customer action.
– How a leading organization eliminated inconsistent journeys by unifying decisioning across every customer touchpoint.
– How to apply a proven framework to fix the “middle layer” and consistently deliver the right action at the moment of impact.
Breakfast will be provided during this session
Speakers:
Kate Parker, Head of Customer Intelligence, Americas, SAS
Welcome Remarks
Speakers:
George Colony, CEO, Forrester
Rick Parrish, VP, Research Director, Forrester
Keynote: Maximize Your Total Experience With Forrester’s EX Index
The total experience — brand and customer — hinges on employees who genuinely believe in your products, services, and mission. They bring your organization to life. Until now, you’ve relied on indirect evidence to demonstrate the impact of energized employees on the business. Forrester’s Total Experience Score now provides a direct connection: how specific increases in employee sentiment and engagement lead to growth outcomes. Our employee experience (EX) research, plus Forrester’s new EX Index, identify the intricate interplay between brand and customer experience drivers, enabling you to strategically focus your strategy, operations, and culture on achieving customer-obsessed outcomes: more growth, high customer satisfaction, and engaged employees.
Speakers:
James L. McQuivey, PhD, VP, Research Director, Forrester
Keynote: Forrester’s Total Experience Honor: Celebrating North America’s Best‑In‑Class
Speakers:
Keith Johnston, VP, Group Director, Forrester
Coffee Break & Networking
Enjoy coffee and snacks while networking with peers in the Partner Lounge.
Inside The Win: A Client’s Forrester Experience
In a rapidly changing market, Forrester clients benefit from access to a powerful ecosystem of insights, tools, and experts. Join this fireside chat to hear directly from a featured client about how they’ve leveraged their Forrester relationship to accelerate outcomes, build organizational alignment, and drive meaningful business impact.
Whether you’re a current client looking to get more from your access or exploring what a Forrester partnership could unlock, this session will give you a practical, real‑world look at what’s possible.
Speakers:
Jenna Wohead, Director, Product Management, Forrester
Emily Collins, VP, Research Director, Forrester
Analyst-Led Roundtables
Expertly curated by our analysts, these 25-minute roundtables foster vibrant discussions among peers on trending topics. Held during breaks, they offer a prime opportunity for networking and knowledge sharing. Registration required.
Please Note: Due to limited availability, each attendee may register for one Workshop, and one Roundtable. Registration will open one month prior to the event via the Events Mobile App.
Attend one session:
Differentiated B2B CX in an AI era
Understand how customers derive value to design experiences your competitors and AI can’t match.
Speakers:
Su Doyle, Principal Analyst, Forrester
Expanding The CX Measurement Aperture
This peer roundtable will focus on how organizations are expanding their CX measurements beyond surveys to capture omnichannel perceptions. We’ll also discuss how critical interaction and outcome metrics can improve the actionability of the insights they produce.
Speakers:
Rich Saunders, Senior Analyst, Forrester
Agentic AI And The Future of Customer Service
Large language models, genAI, and agentic frameworks are changing customer service as we know it. We will use this time to discuss the expected impacts of this technology, share notes on how different organizations are deploying the technology, and share best practices for deployment.
Speakers:
Max Ball, Principal Analyst, Forrester
The Principles And Practice Of AI Implementation
Discuss the core principles of AI governance with your peers and learn how to right-size the safeguards and processes you have put in place to support your organization’s AI strategy and use cases.
Speakers:
Emily Collins, VP, Research Director, Forrester
Jessica Liu, Principal Analyst, Forrester
The Total Forrester Experience: Executive Challenge (FI Services Scenario)
Speakers:
Angelina Gennis, Principal Analyst, Forrester
Breakout Sessions
Workshop: Build Your CX ROI Story
CX’s staying power in an organization, whether as a function or a concept, relies on its connection to business value. Executives are more likely to provide real support for CX when you can demonstrate its ROI. Unfortunately, few CX programs can connect their work to business results. In this interactive workshop, you will:
- Learn about the business case levers that anchor CX to business outcomes
- Get an introduction to Forrester’s tools for crafting a CX ROI story
- Draft and test your own CX ROI story
Speakers:
Judy Weader, Principal Analyst, Forrester
Breakout Sessions
Networking Lunch
Government Lunch
Speakers:
Colleen Fazio, Senior Analyst, Forrester
Rick Parrish, VP, Research Director, Forrester
Lunch & Learn Case Study
NICE: Lunch & Learn
WhatsApp: Lunch & Learn
Keynote Case Study
Keynote: Distrust In The Age Of AI
Speakers:
Jess Lloyd, Principal Analyst, Forrester
The Total Forrester Experience: Executive Challenge (Automotive Scenario)
Speakers:
Angelina Gennis, Principal Analyst, Forrester
Workshop: Activate Your CX Ecosystem With Stakeholder Relationships
CX transformation is a team sport. Success hinges on maintaining strong relationships with internal stakeholders across the organization. In this hands-on workshop for CX, marketing, and digital pros, you’ll use proven strategies to:
- Identify and prioritize internal stakeholders to collaborate with
- Articulate CX value based on stakeholder needs
- Draft and test your stakeholder approach plan
Speakers:
Su Doyle, Principal Analyst, Forrester
Breakout Sessions
Coffee Break & Networking
Enjoy coffee and snacks while networking with peers in the Partner Lounge.
Analyst-Led Roundtables
Expertly curated by our analysts, these 25-minute roundtables foster vibrant discussions among peers on trending topics. Held during breaks, they offer a prime opportunity for networking and knowledge sharing. Registration required.
Please Note: Due to limited availability, each attendee may register for one Workshop, and one Roundtable. Registration will open one month prior to the event via the Events Mobile App.
Attend one session:
Designing With AI Without Losing Trust
Discuss how to balance speed and experience quality when using AI as a creative partner in experience design, and share practical ways to prevent bias, brand inconsistency, and other risks that erode customer trust.
Speakers:
Gina Bhawalkar, Principal Analyst, Forrester
The Power Of Total Experience
Discover how Forrester’s Total Experience Score reveals new paths to growth and explore how your organization can benefit.
Speakers:
Dipanjan Chatterjee, Vice President, Principal Analyst, Forrester
A Culture-First Mindset For AI Adoption
Discuss how leaders assess, inspire, and energize organizational culture in the AI adoption journey.
Speakers:
Angelina Gennis, Principal Analyst, Forrester
Preparing Your Business For Agentic Commerce
Learn from your peers and discuss how your businesses are planning for answer engine selling and what’s to come in agentic commerce.
Speakers:
Chuck Gahun, Principal Analyst, Forrester
Workshop: Successfully Deploy AI-Powered Customer Self-Service
Modern AI (LLMs, generative, agentic) promises a new level of customer self-service that will deliver significant value to organizations and customers. Explore modern AI capabilities for customer self-service, challenges in deploying AI properly, and best-practice deployments to learn from. In this session, we will work on a bot planning exercise to:
- Identify stakeholders to approve and deliver your application
- Create a phase-one chatbot deployment proposal
- Plan your approach for bot design, development, and rollout
Speakers:
Max Ball, Principal Analyst, Forrester
Chuck Gahun, Principal Analyst, Forrester
Breakout Sessions
Executive Leadership Exchange (Invite-Only): Exclusive Keynote Q&A
Speakers:
Ron Rogowski, VP, Executive Partner, Forrester
Jen Sanning, Executive Partner, Forrester
Keynote: The Human Foundation Of The AI‑Powered Enterprise
As artificial intelligence reshapes the demands on your business and customer expectations, many organizations respond by bolting AI onto systems never designed for trust or coherence. The result isn’t smarter experiences — it’s faster fragmentation and declining loyalty. This keynote challenges leaders to confront a hard truth: AI failures are strategy failures. Learn how to build the foundation AI can’t invent on its own — clarity, trust, and intent — to deliver a true Total Experience powered by humans and AI.
Speakers:
Colleen Fazio, Senior Analyst, Forrester
Guest Keynote
Speakers:
Colleen Fazio, Senior Analyst, Forrester
Reception
Join us for refreshments and light appetizers. All registered attendees are welcome.
Directory Of Analyst Coverage Areas
Need help selecting which Forrester analyst to meet with? Explore analyst coverage topics to find the expert who is tracking what matters most to you.
CX Forum West · June 29–30, 2026 · San Francisco
This event has a limited capacity and is expected to sell out.
Please register early to guarantee your spot.