AN EXECS IN THE KNOW VIRTUAL BRIEFING
THE CX & EX CONNECTION
CONNECTING THE DOTS BETWEEN THE
CUSTOMER & EMPLOYEE EXPERIENCE
THURSDAY, MARCH 24, 2022
11:30 AM – 1:30 PM ET
Followed by a Corporate Peer Discussion on Friday, March 25th
11:30 AM – 12:30 PM ET
OVERVIEW
The changes and challenges of the past two years have led many organizations to place greater emphasis on the health and wellbeing of employees, and the benefits of these efforts have been far reaching. Customer experience (CX) leaders are embracing the fact that a positive employee experience is an effective means for improving the experience of their customers. Simply stated, satisfied agents make for satisfied customers.
Join us March 24th, along with CX practitioners April Obersteller from woom Bikes and Tanya Thomas from Experian Health, 20-30 of your peers, and a panel of CX industry experts to discuss practical ways of enhancing the customer experience by emphasizing the employee experience.
Don’t miss out on this powerful discussion.
Meet The Hosts
April, Tanya, and Chad will lead the discussion to cover the topics at hand.
April Obersteller
Director of Global Experience: EX + CXwoom BikesTanya Thomas
Sr. Director, Customer and Employee ExperienceExperian HealthChad McDaniel
PresidentExecs In The Know
Chad McDaniel
President
Execs In The KnowCo-Founder and President Chad McDaniel, President of Execs In The Know, is a well-known advocate for customer experience best practices. He works tirelessly to showcase the success of today’s CX Executive.
Download the Panelists Guide for more information on the panelists, brands, and sponsors participating.
Employee & Customer Experience Topics
Along with our guest hosts and Chad, the Panel will share their breadth and depth of insights.
Some possible discussion topics of the day could include:
- Reducing employee effort and improving efficiency and performance
- Cultivating employee engagement, wellness, and cultural immersion
- Capturing and actioning employee feedback
- Maximizing the work-from-home workspace
- Recruiting, hiring, training, and coaching best practice

WHO SHOULD ATTEND
Attendees should include corporate executives who are focused on the operational strategy and execution of customer care. This includes those who are currently managing the employee experience and/or hold responsibility for improving the customer experience.
Vendor attendance to this event is limited to the participating panelists. If you’re a vendor (provider of CX services/solutions), please contact us at [email protected] to learn how to get involved.
The Panel
Along with April, Tanya, and Chad, the Panel will share their breadth and depth of insights.
Jennifer Lee
Chief Operating OfficerIntradiemChris Adams
Chief Advisor, ConvergeOne Genesys PracticeConvergeOneShelbi Scott
Director, Customer SuccessMomentive
Jennifer Lee
Chief Operating Officer
IntradiemJennifer has 20 years’ experience in the contact center industry with more than 15 years as a people leader. Throughout her career, Jennifer has served in a variety of roles in the contact center space, including operations, quality, workforce management, and client services. As Chief Operating Officer, Jennifer leads Intradiem’s Product Management, Product Marketing, Marketing, and Customer Success teams. Prior to this role, Jennifer has served as Chief Strategy Officer and has led the Customer Success organization.
Chris Adams
Chief Advisor, ConvergeOne Genesys Practice
ConvergeOneChris has almost 20 years of experience working as part of the ever-changing customer experience industry. As an early employee of Interactive Intelligence (acquired by Genesys in 2016), Chris entered the industry in the golden age customer experience innovation and brought that knowledge to ConvergeOne in 2011. Now as the Chief Advisor for the ConvergeOne Genesys Practice, Chris is responsible for overall portfolio management and market direction, advising on strategic direction, and leading customer-facing advisory engagements.
Shelbi Scott
Director, Customer Success
MomentiveShelbi has over 20 years of customer journey and digital engagement experience. Prior to Momentive, Shelbi built and lead a Strategic Customer Engagement team working with Fortune 100 clients to improve their NPS, CES, GCR and CSAT scores, while reducing operational costs, and increasing revenue.
THE AGENDA
Day one
March 24, 2022
11:30 AM - 1:30 PM ET
| 11:30 AM – 11:45 AM ET | Welcome & Kickoff | |
| 11:45 AM – 1:15 PM ET | Customer and Employee Experience Panel & Collaboration | |
| 1:15 PM– 1:30 PM ET | Wrap Up |
When you register, provide your top three most pressing challenges and/or opportunities for discussion and your input will help influence the discussion. This will be a 2-hour deep-dive conversation to help inspire you, guide innovation, and give you insights to propel your strategies.
Don’t miss this powerful solution-focused event full of learning and sharing.
day two
March 25, 2022
11:30 AM - 12:30 PM ET
CX Brand Leaders – Let’s Keep the Conversation Going
We’re sure to uncover topics during the Briefing that you are passionate about, so we’ve reserved time to dig in deeper.
As a corporate brand CX leader, when registering for the Briefing, let us know if you plan to join us for the 1-hour post-briefing, corporate-only discussion the following day. The goal of this session is to have a candid conversation with corporate-only attendees about key takeaways from the previous day’s knowledge share. Additionally, during Friday’s discussion, the floor will be open for you to bring forth additional questions or topics that you wish to address with your peers.
INTERESTED IN BEING A SPONSOR?
Sponsors include solution providers – vendors, BPOs, software companies, etc.
The Rise of Multimodal Customer Experience: Are We Moving Too Fast?Omnichannel was promised as the solution to a fragmented customer journey. While it delivered in many ways a new paradigm is taking shape, one defined by multimodal experiences powered by AI, automation, and real-time context. Customers can now move fluidly between voice, chat, video, and digital channels, often without a visible transition. For some, this represents the ideal journey. For others, it can feel as though the human element of customer care is slipping away. As organizations race to innovate, many are unintentionally creating gaps, not just between channels, but between themselves and key segments of their customer base. With varying levels of digital fluency and generational differences, and varying expectations, a one-size-fits-all approach to CX no longer scales. So, the question becomes: In our pursuit of the future, are we leaving parts of our customer base behind? In this candid and forward-looking discussion, CX leaders will explore:
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CX Livewire: Consumer Voices, Real-Time ReactionsCustomer expectations are constantly evolving, and understanding how consumers perceive service, support channels, and emerging technologies is critical for shaping effective CX strategies. In this fast-paced and interactive session, panelists will explore key insights from Execs In The Know’s latest research findings, capturing the perspectives and expectations of CX leaders and consumers. Throughout the discussion, panelists will react to both the research findings and live polling of the CRS audience, creating a dynamic comparison between what consumers say they want and how organizations are currently approaching service delivery. These real-time insights will allow attendees to benchmark their own thinking against the room, while panelists share practical perspectives from inside their organizations on how they interpret, and respond to, shifting consumer expectations. Expect candid reactions, engaging audience participation, and thought-provoking contrasts between consumer sentiment and operational reality. This high-energy session is designed to spark conversation, challenge assumptions, and highlight where CX leaders may need to adapt in order to meet the evolving demands of their customers. |
Agent-Facing AI for CX: Through the Eyes of the AgentFor decades, contact center agents have been expected to act as human search engines navigating complex knowledge bases, policy documents, and fragmented systems to find the right answer for customers. But the emergence of agent-facing AI is beginning to shift that paradigm. Instead of simply retrieving information, modern AI tools can now interpret context, surface relevant guidance, and recommend next-best actions in real time. This panel will explore how CX leaders are deploying AI to transform the agent role, and what this experience is like from the agent’s perspective. Panelists will discuss how tools such as AI copilots, real-time knowledge synthesis, contextual assistance, automated summarization, and predictive assistance are helping agents navigate complex conversations more effectively while reducing cognitive load. At the same time, organizations must carefully balance automation with human judgment, ensuring agents remain empowered decision-makers. Panelists will also address the operational and cultural challenges of introducing AI into the agent workflow including trust, training, governance, and change management. Attendees will hear practical insights (and hopefully firsthand feedback from agents) on what’s working, what’s not, and how agent-facing AI can simultaneously improve efficiency, enhance employee experience, and deliver better outcomes for customers. |
The Next Gen CX Business Plan: Preparing for the Next 3–5 YearsFor years, organizations have piloted AI-powered support, automation, proactive service models, and intelligent self-service. Now, the industry is reaching an inflection point: what happens when these capabilities mature into the standard operating model? The question for leaders is no longer if these technologies work, but how to architect a business plan that thrives once they are fully integrated. Moving from pilot to scale requires a fundamental shift in how we lead. It demands a roadmap for workforce evolution, a commitment to data integrity, and a new definition of “success” that balances efficiency with the human connection customer still crave. What does workforce strategy look like when AI handles a significant portion of interactions? How do roles evolve? What investments must be made now in data quality, governance, and systems integration to support intelligent, proactive service? How is success measured? How do organizations deliver the trust, clarity, and the confidence that define Customer Assurance? In this discussion, CX leaders will explore:
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Customer Assurance: A Leadership Decision, Not a DepartmentCustomer Assurance is not a department or a checklist. It is the confidence customers feel when they know a company will show up with clarity, competence, and care. It is built through leadership decisions that shape how the organization communicates, operates, and responds when something matters most. In an era defined by automation, AI, and no-reply emails, customers are tired of simply being processed. They are asking deeper questions: Do I feel safe doing business with you? Do I trust this experience? Do I believe this company will take care of me when it counts? True assurance is what turns a transaction into trust. It requires more than strong service design. It takes leadership alignment, clear decision-making, and systems that make confidence possible at every stage of the customer journey. That includes how expectations are set, how issues are owned, how employees are empowered, and how technology is used to support rather than distance the customer relationship. In this discussion, CX leaders will explore:
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