2016 customer care leadership forum (atlanta)nov 02, 2016  · liveperson creates meaningful...

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2016 Customer Care Leadership Forum (Atlanta) TUESDAY, MARCH 8, 2016

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Page 1: 2016 Customer Care Leadership Forum (Atlanta)Nov 02, 2016  · LivePerson creates meaningful connections between brands and consumers, by delivering customer engagement solutions that

2016 Customer Care Leadership Forum (Atlanta)

Tuesday, March 8, 2016

Page 2: 2016 Customer Care Leadership Forum (Atlanta)Nov 02, 2016  · LivePerson creates meaningful connections between brands and consumers, by delivering customer engagement solutions that

adMinisTraTive noTes

securityPlease wear your name badge at all times during the meeting.Please do not leave your personal belongings unattended in the meeting rooms.Argyle Executive Forum will not be responsible for items left in the rooms.

Mobile devicesPlease do not allow any mobile device to disrupt the meeting while in session.All devices should be on silent mode.

conversationPlease use areas outside of the ballroom to converse when the meeting is in session.

smokingPlease note that smoking is not permitted in the meeting venue.

The content of this program and the attendee list remain the sole property of Argyle Executive Forum and may not be rented, sold, or given to any outside party or used to market or promote any other meeting. Any such unauthorized distribution represents theft of property for which Argyle Executive Forum will pursue any and all appropriate legal remedies.

Speaker Materials are available upon request, pending availability.

Page 3: 2016 Customer Care Leadership Forum (Atlanta)Nov 02, 2016  · LivePerson creates meaningful connections between brands and consumers, by delivering customer engagement solutions that
Page 4: 2016 Customer Care Leadership Forum (Atlanta)Nov 02, 2016  · LivePerson creates meaningful connections between brands and consumers, by delivering customer engagement solutions that
Page 5: 2016 Customer Care Leadership Forum (Atlanta)Nov 02, 2016  · LivePerson creates meaningful connections between brands and consumers, by delivering customer engagement solutions that

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Page 6: 2016 Customer Care Leadership Forum (Atlanta)Nov 02, 2016  · LivePerson creates meaningful connections between brands and consumers, by delivering customer engagement solutions that

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Page 7: 2016 Customer Care Leadership Forum (Atlanta)Nov 02, 2016  · LivePerson creates meaningful connections between brands and consumers, by delivering customer engagement solutions that

agenda

2016 customer care Leadership Forum (atlanta)

Tuesday, March 8, 20168:00am – 4:55pm

8:00am – 9:00am

Breakfast

9:00am – 9:05am

Argyle Executive Forum Opening Remarks

9:05am – 9:10am

Session Introduction

Trey GaskinsSenior National Account ManagerNoble Systems

9:10am – 9:50am

Keynote Presentation: “We love Innovation! But how do we innovate?”

Every company wants to innovate around customer expectation. Create new products, solutions and services that differentiates the company from their competitor. But is every firm ready to be innovative? What does it take to create as the foundation, where the firm can generate innovative solutions to transform customer experience? Hear from our keynote speaker Ashish, how he has gone about creating an innovation environment driven by customer expectation.

Ashish BisariaFormer SVP, Customer Experience Manheim

Page 8: 2016 Customer Care Leadership Forum (Atlanta)Nov 02, 2016  · LivePerson creates meaningful connections between brands and consumers, by delivering customer engagement solutions that

agenda

9:55am – 10:45am

Panel Discussion: “The Next Generation of Customer Care”

Session topics include, but are not limited to:• How has your role evolved over the past few years? How has your role become more strategic and

central to the direction and growth of the company?• What are some of the key technology trends Customer Care executives are exploring? How are

you leveraging technology to deliver a unified customer experience?• How are you working with different functions to make the call center a contributor to corporate

success to drive customer loyalty?• What are the new and emerging channels that are presenting with you the greatest opportunities to

engage and delight your customers?• How has social media and new communication devices changed the way consumers behave?

• How do you successfully identify what is most important to the customer and leverage this data tocreate actionable insights?

• How are you utilizing technology to improve operational efficiencies in the call center to deliver anenhanced customer experience?

• Where does the call center fit in with your organization’s omnichannel strategy?• Futuristic predictions about the virtual workforce and secrets for attracting the best talent to drive

business growth

Moderator:Joachim RogersDirector Customer CareCoca-Cola Bottling CO. Consolidated

Panelists: Tim AlbrightSenior Director, Customer SuccessJive Software

David BisciottiVice President, Customer Service Varian Medical Systems

Jacques GroleauDirector National Customer Service Verizon Wireless

Mike ParkerVice President Marketing and Customer ServiceSaia

Lark WillVice President, Call Center Operations Ebay

Page 9: 2016 Customer Care Leadership Forum (Atlanta)Nov 02, 2016  · LivePerson creates meaningful connections between brands and consumers, by delivering customer engagement solutions that

agenda

10:45am – 11:20am

Coffee Break

11:20am – 12:10pm

Panel Discussion: “Building a Customer-Centric Culture”

Session topics include, but are not limited to:• Transforming business culture and creating a customer centric enterprise• Evaluating what is most important to the customer and building the business strategy accordingly• How are customer care executives measuring customer experience?

• What are the top challenges encountered? What are some best practices?• How can companies strengthen their everyday customer experience model to ensure that a crisis

doesn’t disturb the business• The importance of aligning organizational culture to the customer• How to engage with employees and incentivize them to deliver great customer experiences• Best practices with regards to customer acquisition, retention and profitability

Moderator:Christine PfefferleVice President, Order Management and SystemsOffice Depot

Panelists:Brian CohnVice President, National Account Services ADP

Jim HightowerVice President Customer Care, North AmericaElavon Inc./ U.S. Bank

Ron TaylorVice President, Customer Support and Service Sage

12:10pm – 1:10pm

Lunch

Page 10: 2016 Customer Care Leadership Forum (Atlanta)Nov 02, 2016  · LivePerson creates meaningful connections between brands and consumers, by delivering customer engagement solutions that

agenda

1:10pm – 1:55pm

Fireside Chat

Keith FarleyDirector, Innovation and Customer ExperienceAflac

Interviewed by:Ron TaylorVice President, Customer Support and Service Sage

1:55pm – 2:15pm

Coffee Break

2:15pm – 3:00pm

Keynote Presentation: “A Survey of Customer Care/CX Teaching and Scholarly Research"

Doug BowmanProfessor of Marketing, Sr. Associate Dean, Co-Dir. Marketing Analytics Center Goizueta Business School Emory University

3:05pm – 3:50pm

Keynote Session

Ashok VantipalliVP, Systems Development & ManagementAmerican Cancer Society

Join Douglas Bowman, Professor of Marketing, Senior Associate Dean, and Co-Director of the Emory Marketing Analytics Center at Emory University’s Goizueta Business School for a survey of contemporary marketing curricula and scholarly research related to customer care and customer experience. What concepts, tools, and frameworks are students (future graduates) being taught? What questions are scholarly researchers in marketing investigating that have the potential to inform next practices in customer care and customer experience strategies and tactics?

Page 11: 2016 Customer Care Leadership Forum (Atlanta)Nov 02, 2016  · LivePerson creates meaningful connections between brands and consumers, by delivering customer engagement solutions that

agenda

3:55pm – 4:55pm

Closing Reception

__________________________________________________________________________________

* Please note, the agenda is subject to change.

The information, views, and opinions expressed by speakers and other participants at our conferences are those of the individual and do not necessarily reflect the views and opinions of Argyle Executive Forum.

Argyle Executive Forum, its directors and officers, do not guarantee that any information provided by a speaker or other participant is accurate or complete and Argyle Executive Forum does not endorse any opinions that may be presented.

3:50pm – 3:55pm

Argyle Executive Forum Closing Remarks

Page 12: 2016 Customer Care Leadership Forum (Atlanta)Nov 02, 2016  · LivePerson creates meaningful connections between brands and consumers, by delivering customer engagement solutions that

parTners

session introduction partner

LivePerson creates meaningful connections between brands and consumers, by delivering customer engagement solutions that help brands better understand and connect to consumers. By providing them with a rich, personalized, digital experience, whether it’s via chat, voice, video, or messages, LivePerson helps brands enhance the consumer’s digital journey, increasing brand trust and value.

Breakout session partner

Page 13: 2016 Customer Care Leadership Forum (Atlanta)Nov 02, 2016  · LivePerson creates meaningful connections between brands and consumers, by delivering customer engagement solutions that

parTners

senior supporter partner

Five9 is a leading provider of cloud contact center software, bringing the power of the cloud to thousands of customers and facilitating more than three billion customer interactions annually. Since 2001, Five9 has led the cloud revolution in contact centers, helping organizations of every size transition from premise-based solutions to the cloud. Five9 provides businesses secure, reliable, scalable cloud contact center software to create exceptional customer experiences, increase agent productivity and deliver tangible business results. For more information visit www.five9.com.

Jive is the premier provider of modern communication and collaboration solutions for business, recognized as a leader by the industry’s top analyst firms in multiple categories. Our products enable people and organizations to work better together, using technology that adapts to their way – not the other way. The world’s best companies depend on Jive to unleash the ideas and impact of their employees, partners and customers.

Panel partner

Page 14: 2016 Customer Care Leadership Forum (Atlanta)Nov 02, 2016  · LivePerson creates meaningful connections between brands and consumers, by delivering customer engagement solutions that

upcoMing evenTs

March 9, 20162016 hr Think Tank: catalyzing Leadership energy: Building ready now Leaders, Today (new york)new york, ny

Perspectives by:• Lysa Dahlin, Senior Vice President, Human Resources & Organizational Effectiveness, Comcast

Corporation• Danielle McMahan, Vice President, Global Talent Development, Global Business Travel, American Express• Sheila O’Neill, Vice President, Human Resources, S&P Capital IQ• Matt Paese, Ph.D., VP Executive Succession Management, DDI• Bruce Pfau, Vice Chair, Human Resources and Communications, KPMG

March 15, 20162016 human capital virtual event: spotlight on the Mobile enterprise (virtual event)virtual

Perspectives by:• Rob Ofarrell, Senior Director, Business Development Mobility, Oracle

March 16, 20162016 The rise of the digital cFo: Measuring What Matters Most (virtual event)virtual

Perspectives by:• Karen dela Torre, Vice President, ERP Cloud Business Group, Oracle• Ash Noah, Vice President-CGMA External Relations, American Institute of CPAs

March 22, 20162016 customer care Think Tank: engaging with the Modern customer (Boston)Boston, Ma

Perspectives by:• David Campbell, Senior Director of Products, LogMeIn Rescue, LogMeIn

March 23, 20162016 customer care Leadership Forum (Toronto)Toronto, on

Perspectives by:• Jamie Blundell, Vice President & Chief Customer Officer, YP• Alex Zabradi, Assistant Vice President, Branch Effectiveness, TD Bank• Shawn Shanahan, Head of Performance and Operational Excellence, Desjardins General Insurance Group• Sarah Miller Wright, Vice President, Customer Care Operations, Shaw Communications• Lesley Haibach, Vice President, Loyalty, Ipsos• Mario Rivera, Head of Client Services, Colliers• Camille Kiffer, VP Consumer - Digital Channels, Rogers Communications• Jeremy Melhuish, Head of Market Strategy, Export Development Canada• Arthur Borkwood, Head of Customer Development, Toronto Transit Commission• Cesar Rainusso, Vice President and Head of North American Digital Channels, Bank of Montreal• Christine Robertson, Head of Customer Service, Indigo Books and Music• David Bradshaw, Vice President, Client Business Support, ING DIRECT Canada

Page 15: 2016 Customer Care Leadership Forum (Atlanta)Nov 02, 2016  · LivePerson creates meaningful connections between brands and consumers, by delivering customer engagement solutions that

upcoMing evenTs

March 23, 20162016 cMo Think Tank: Leadership in retail & e-commerce (Boston)Boston, Ma

Perspectives by:• Ross Haskell, Senior Director of Products, BoldChat, LogMeIn

March 30, 20162016 customer care Leadership Forum (san Jose)san Jose, ca

Perspectives by:• Jim Davis, Vice President Airports & Guest Services, Virgin America• Jeff Biesman, Vice President Customer Acquisition and Retention Marketing, YP• David Campbell, Senior Director of Products, LogMeIn Rescue, LogMeIn• Laurie Giammona, Senior Vice President & Chief Customer Officer, Pacific Gas and Electric Company• Kelly Hendricks, Area Vice President, Global Customer Service, Verizon• Nida Gabriel, Sr, Director, Customer Support Programs, Navis

March 30, 2016Building an effective engagement strategy in the connected World (san Jose)san Jose, ca

Perspectives by:• David Campbell, Senior Director of Products, LogMeIn Rescue, LogMeIn

March 31, 20162016 Chief Financial Officer Leadership Forum: Spring Event (Chicago)chicago, iL

Perspectives by:• Randy Hyzak, Vice President & Chief Accounting Officer, Freescale Semiconductor• Michael Zonsius, Chief Financial Officer, Chicago Department of Aviation, City of Chicago• Darren Griffith, Chief Financial Officer, Prophix• Brian Johnson, Chief Financial Officer, Newly Weds Foods• Frederic Vaillant, VP Finance, BorgWarner• Kevin Wilson, Chief Financial Officer, New Era Cap• Norman Smagley, Executive Vice President and Chief Financial Officer, Gogo Inc

april 6, 20162016 customer care Leadership Forum: spring event (new york)new york, ny

Perspectives by:• Denise Palermo, Vice President, Customer Care, Excellus BlueCross BlueShield• Iram Shah, Senior Vice President, Digital Customer Experience, Schneider Electric• Scott Landry, Vice President of Global Customer Support, Akamai• Lee Valentini, Senior Assistant Vice President, Service Center Operations, Amica Mutual Insurance• Helen Horsham-Bertels, Senior Director, Global Consumer Affairs, Starwood Hotels & Resorts Worldwide• Brian Gillespie, Vice President , Forecasting and Financial Excellence, Comcast Corporation• Lance Gruner, Executive Vice President, Global Customer Care, MasterCard• Dana Tucker, Head, CAO, Customer Centricity Program Management, MetLife

Page 16: 2016 Customer Care Leadership Forum (Atlanta)Nov 02, 2016  · LivePerson creates meaningful connections between brands and consumers, by delivering customer engagement solutions that

upcoMing evenTs

april 7, 20162016 cX virtual event: Delivering a Unified Customer Journey in Today’s Complex Environment (Virtual Event)virtual

Perspectives by:• Jeff Foley, Director of Product Marketing, Customer Service Solutions, Pega

april 14, 20162016 Chief Information Security Officer (CISO) Leadership Forum (Atlanta)atlanta, ga

Perspectives by:• Mark Gelhardt, Director Global PCI Security & Compliance, U.S. Bank• Wayne Proctor, SVP, CISO, FleetCor Technologies• Chris Lugo, Vice President, Information Security & Compliance, Hilton Worldwide Holdings• Tim Callahan, CISO, Aflac• John Martin, Chief Information Officer, State of Georgia• Kenneth Foster, Managing Director, Data Center Engineering and Operations/Chief Information Security

Officer, Rollins• Chris Bullock, Chief Information Security Officer, Aaron’s• Randy Marchany, Chief Information Security Officer, Virginia Tech

april 14, 20162016 Chief Legal Officer Leadership Forum (San Francisco)san Francisco, ca

Perspectives by:• Sharon Zezima, General Counsel, GoPro Inc• Lily Yan Hughes, Senior Vice President, Chief Legal Officer, and Corporate Secretary, Public Storage• John Dye, Executive Vice President, General Counsel and Secretary, Western Union• Michael Rowles, Executive Vice President and General Counsel, Live Nation• David Lancelot, Head of Legal, eBay

april 21, 20162016 Chief Financial Officer Leadership Forum (Atlanta)atlanta, ga

Perspectives by:• Judy Romano, Senior Vice President, Chief Financial Officer Interntional, Equifax• Denise Dettingmeijer, Chief Financial Officer, North America, Randstad• Alan Haughie, SVP, Chief Financial Officer, Servicemaster• Kelly Benton, Vice President of Accounting, Racetrac Petroleum Inc• Lisa Wardlaw, Treasurer and Vice President, Munich American Reassurance Company

april 26, 20162016 cMo Think Tank: driving customer engagement in the digital era (Toronto)Toronto, on

Perspectives by:• Jason Hunt, SVP, Digital Lead, North America, Avanade

Page 17: 2016 Customer Care Leadership Forum (Atlanta)Nov 02, 2016  · LivePerson creates meaningful connections between brands and consumers, by delivering customer engagement solutions that

upcoMing evenTs

april 28, 20162016 Chief Information Security Officer (CISO) Leadership Forum (New York)new york, ny

Perspectives by:• Dennis Brixius, VP & Chief Security Officer, McGraw Hill Companies• Chris Nims, SVP & Chief Information Security Officer, AOL• Mark Morrison, Senior Vice President & Chief Information Security Officer, State Street Corporation• Srinivas Dronamraju, Senior Vice President & Chief Information Risk Officer, MassMutual• Keith O’Sullivan, VP, Global Information Security (CISO), Time Inc.• Michael Molinaro, Chief Information Security Officer, Bio-Reference Laboratories• Wyman Miles, Chief Information Security Officer, Cornell University• Ed Amoroso, Senior Vice President and Chief Security Officer, AT&T

May 4, 20162016 customer care Leadership Forum (chicago)chicago, iL

Perspectives by:• Bill Cusick, Vice President - Customer Experience, Zurich Financial Services Group

May 5, 20162016 human capital Leadership Forum (chicago)chicago, iL

Perspectives by:• Ana Rodriguez, Chief Human Resources Officer and Senior Vice President, PolyOne Corp.• Michael Silvaggi, Senior Vice President, Human Resources- North America, Louis Vuitton• Michael Roane, Senior Vice President, Chief Human Resources Officer, J.E. Dunn Construction Group• Lisa Kramer Rodacker, Organization Effectiveness Consultant, Deluxe• Jennifer Hersom, Senior Vice President, Leadership Development Programs Executive, Bank of America• Julie Loosbrock, Senior Vice President of Human Resources, Deluxe• Erwin Acox, Chief of Diversity Recruitment & Outreach, Illinois Department of Transportation• Jennifer Congdon, Vice President, Human Resources - Applied Water Systems, Xylem• Lisa Bretones, Head of Talent Management, Brunswick Corp.• Scott Drach, Vice President, Human Resources, Boeing• Cassie Brown, Vice President, Diversity and Employee Relations, Scripps Networks• Mary Burfeind, Vice-President, Talent Management, Learning & Development, Blue Cross Blue Shield of

Illinois• Sid Chapon, Executive Vice President, Leadership & Organizational Development, Publicis• Matt Beliveau, Vice President Human Resources, Morton Salt• Jackie Gordon, Senior Vice President, Human Resources & Organizational Development, Chief Human

Resources Officer, YMCA of the USA

Page 18: 2016 Customer Care Leadership Forum (Atlanta)Nov 02, 2016  · LivePerson creates meaningful connections between brands and consumers, by delivering customer engagement solutions that

upcoMing evenTs

May 10, 20162016 Chief Information Security Officer (CISO) Leadership Forum (Los Angeles)Los angeles, ca

Perspectives by:• Nick Reva, Information Assurance & Compliance, Space Exploration Technologies• Alex Dickinson, Senior Vice President, Strategic Initiatives, Illumina• Doug Murray, Principal & Chief Information Security Officer, Hyundai• David Shaw, Chief Information Security Officer, University of Southern California

May 17, 20162016 hr Think Tank: catalyzing Leadership energy: Building ready now Leaders, Today (dal-las)dallas, TX

Perspectives by:• Rhonda MacAndrew, Senior Vice President, Human Resources, Greyhound Lines• Mark Reid, Executive Vice President, Human Resources, United Services Automobile Association• Brian Walker, Chief Human Resources Officer, Sally Beauty Company• Karen Thornton, Vice President of Human Resources, FTS International

May 24, 20162016 Leadership in e-commerce (dallas)dallas, TX

Perspectives by:• Atul Vohra, Chief Marketing Officer, Solera Holdings

May 25, 20162016 Chief Marketing Officer Leadership Forum (Atlanta)atlanta, ga

Perspectives by:• Trish Mueller, Chief Marketing Officer & SVP, Home Depot• Kristin Kelley, Chief Marketing Officer, Randstad• Jamie Crawford, Vice President, Marketing Communications and Events - Global, Elekta• Teresa Finley, Senior Vice President, Global Marketing, UPS• Rob Milstead, Senior Vice President, Digital, Genuine Parts• Shonodeep Modak, Chief Marketing Officer, Distributed Power Services, General Electric• Edwin Bodensiek, Vice President, Communications and Branding, Select Medical Corporation

Page 19: 2016 Customer Care Leadership Forum (Atlanta)Nov 02, 2016  · LivePerson creates meaningful connections between brands and consumers, by delivering customer engagement solutions that

upcoMing evenTs

June 8, 20162016 Chief Marketing Officer Leadership Forum: Spring Event (San Francisco)san Francisco, ca

Perspectives by:• Jonathan Alloy, Vice President, Product Manager, Wells Fargo• Lisa Sullivan-Cross, Vice President, Growth and Retention, Pandora• Ken Bausch, Vice President Marketing, World Kitchen• Simon Seshadri, Vice President-Marketing, North America, CooperVision Inc• Sander Arts, Vice President, Marketing, Atmel Corporation• Melita Balestieri, Vice President, Marketing, Randstad

June 21, 20162016 Chief Marketing Officer Leadership Forum: Spotlight on Retail and Consumer (Chicago)chicago, iL

Perspectives by:• Linh Peters, Vice President, Marketing, Spartan Stores• Tim Bay, Vice President Digital Marketing, Wilton Brands• Frederick Lecoq, Senior Vice President, Marketing, Canadian Tire

June 22, 20162016 Chief Information Security Officer (CISO) Leadership Forum (Chicago)chicago, iL

Perspectives by:• Derek Milroy, IS Security Architect, United States Cellular Corporation• Fred Kwong, Head of Privilege Access Control, Farmers Insurance Group of Companies

June 29, 20162016 Chief Information Security Officer (CISO) Leadership Forum (San Francisco)san Francisco, ca

Perspectives by:• Steve Zalewski, Chief Security Architect, Levi Strauss & Company

november 2, 20162016 customer care Leadership Forum: Fall event (new york)new york, ny

Perspectives by:• Daniel Lebish, Executive Vice President, Chief Operating Officer, Aflac

Page 20: 2016 Customer Care Leadership Forum (Atlanta)Nov 02, 2016  · LivePerson creates meaningful connections between brands and consumers, by delivering customer engagement solutions that

conTenT neuTraLiTy poLicy

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