OUTSOURCING BRIEFING
11:30 AM – 1:30 PM ET
Followed by a one-hour Corporate Peer Discussion on May 20th
11:30-12:30 PM ET
An Execs In The Know Virtual Event
OVERVIEW
With more and more outsourced teams being a blend of in-office, work-from-home, or hybrid, performance and productivity are garnering more attention than ever before. Studies show boosting employee engagement can be one of the surest paths toward improved program performance and productivity. But that’s just step one. To ensure you are maximizing your investment, it’s essential to put the right tools in place, and always monitor the metrics that most impact the customer experience.
Join us May 19, 2022, along with 20-30 of your peers, and a panel of outsourcing industry experts, to discuss how to OPTIMIZE PERFORMANCE AND PRODUCTIVITY in a modernized Outsourcing Model.
Don’t miss out on this engaging conversation and idea generation opportunity.
Meet The Hosts
Jeff and Chad will lead the discussion to cover the topics at hand.
Jeff Myers
Vice President and General Manager Customer CareSiriusXMChad McDaniel
PresidentExecs In The Know
Jeff Myers
Vice President and General Manager Customer Care
SiriusXMJeff began his career in Marketing in 1991, as a call center agent, while attending the University of Wisconsin, Madison and studying Communication Theory and Research. The first eight years of his career included multiple call center operational roles. Following his first eight years in Operations, Jeff spent 10 years in the Omnicom family in both the US and The UK/Europe with multi-channel responsibility for Client Services and Program Strategy in a variety of verticals including Telecom, Energy, Media and Non-Profit. He currently serves as the VP and GM of Listener Care for SiriusXM Satellite Radio with responsibility for live customer, chat and social support that includes partnerships with 16 outsourced BPO organizations, representing more than 60 individual customer support center locations.
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.
OUTSOURCING TOPICS
Looking to refocus your team’s performance and level of engagement? Join us alongside our panel of outsourcing experts and your leadership peers for two hours of can’t-miss learning, sharing, networking, and engagement to drive innovation in CX. We will address the biggest topics trending in our community through outsourcing topics sourced directly from registered attendees in advance.
Some possible discussion topics of the day could include:
- Initiatives for boosting employee engagement and wellness
- Remote monitoring of agent performance
- Rethinking KPIs against changing customer expectations
- The latest on CX collaboration and security tools
- Hiring within a new and challenging labor market

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 using or considering using Outsourcing in their CX strategy.
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 Jeff and Chad, the Panel will share their breadth and depth of insights.
Morgan Stewart
Sr. Vice President, Demand Generation 24-7 IntouchCathy Jooste
Chief Commercial Officer and US Nearshore DirectorAtentoJim Mitchell
Vice President, Customer Experience InnovationTELUS InternationalBob Buiaroski
Managing Director International MarketsCapita
Cathy Jooste
Chief Commercial Officer and US Nearshore Director
AtentoCathy’s main objective at Atento is to lead the commercial activity in the company and the growth and profitability of the US Nearshore Region, key activities in 3 horizons strategic plan of Atento. Prior to joining Atento, Jooste held the positions of Offering General Manager at DXC Technology for both their Consulting and Microsoft Businesses. Prior to these appointments, she also created and managed the Global Sales Organization for the Consulting Organization at DXC allowing the company to grow in strategic areas. Her background is complemented with other Tier-1 integrators such as Cognizant, Avanade and Accenture, giving her the right blend of Consultative, Business Process and Digital Transformation experience. Jooste holds a degree in Business Administration and Information Systems Management from the University of Central Florida.
Bob Buiaroski
Managing Director International Markets
CapitaBob is currently MD of International Markets within the Capita Experience Division. Prior to this, Bob was the SVP & COO of the Global Clients Division in State Street Boston. Previously, Bob led customer and digital transformation for the Canadian business at Manulife HQ in Toronto and then across all regions globally.
In the UK, Bob has held a number of strategic leadership roles across a variety of sectors, including retail, telecommunications, utilities, automotive and financial services. He has led complex transformation programmes with best in class service and technology solutions. Key to this has been the adoption of global best practice, digital first thinking and leading-edge operating models.
Bob previously worked for Capita leading one of our biggest transformational accounts, Capita O2, and was also Managing Director for Capita Customer Management.
Prior to Bob’s Capita role, he was the COO for Digicel ICT division in Latin America and the Caribbean and also held in-market and global customer roles for Vodafone, being responsible for delivering customer experience across Vodafone’s global footprint.
Beyond his corporate roles, Bob has been active in the US, Australia and the UK with the Institute of Customer Service organisations.
He has recently been awarded the Customer Experience Practitioner Award (CXPA) and Customer Service Leader of the Year (CSIA).
THE AGENDA
Day one
May 19, 2022
11:30 AM - 1:30 PM ET
| 11:30 AM – 11:45 AM ET | Welcome & Kickoff | |
| 11:45 AM – 1:15 PM ET | Outsourcing 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 two-hour deep-dive conversation to help inspire you, guide innovation, and give you insights to propel your strategies.
The event will not be available on-demand, so be sure to block time on your calendars for this powerful solution-focused event full of learning and sharing.
day two
May 20, 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, after you register for the Briefing, you’ll receive an exclusive invitation to join us for a one-hour post-briefing, corporate-only discussion the following day (May 20th from 11:30 AM – 12:30 PM ET). 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.
PARTICIPATING PARTNERS
Learn more about each partner by clicking on their logo below.
24-7 Intouch is a global customer care and technology company that provides value-driven, future-forward solutions. For over 20 years, we have been the people and technology behind the world’s biggest brands. Our customizable customer care platform uses insights and analytics to build loyalty and increase revenue for our client partners. 24-7 Intouch takes pride in developing top to bottom brand alignment on all our programs while empowering human potential through our emerging technology division, Laivly.
For more information visit, https://24-7intouch.com
Atento is one of the world’s five largest providers of customer relationship management and business process outsourcing (CRM/BPO) services and a leader in Latin America. Atento is also a leading provider of Nearshoring CRM/BPO services for companies operating in the United States. Since 1999, the company has developed its business model in 13 countries and has a presence in Spain and a workforce of 150,000 employees. Atento has more than 400 customers to which it provides a wide range of CRM/BPO services through multiple channels. Its clients are leading multinational companies in sectors such as technology, new digital enterprises, telecommunications, finance, healthcare, consumer consumption and public administration, among others. Atento shares are traded under the symbol ATTO on the New York Stock Exchange. In 2019, Atento was recognized by Great Place to Work® as one of the 25 Best Multinationals to Work in the World and as one of the 25 Best Multinationals to work in Latin America. For more information www.atento.com
Capita is a consulting, transformation, and digital services business. Every day our 52,000 colleagues help millions of people, by delivering innovative solutions to transform and simplify the connections between government and citizens, businesses, and customers. We partner with our clients and provide the insight and cutting-edge technologies that give time back, allowing them to focus on what they do best, and making people’s lives easier and simpler. We operate across three divisions – Capita Public Service, Capita Experience, and Capita Portfolio – in the UK, Europe, India, and South Africa. Further information can be found at: http://www.capita.com
TELUS International (NYSE & TSX: TIXT) designs, builds and delivers next-generation digital solutions to enhance the customer experience (CX) for global and disruptive brands. The company’s integrated solutions span digital strategy, innovation, consulting and design, IT lifecycle including managed solutions, intelligent automation and end-to-end AI data solutions including computer vision capabilities, as well as omnichannel CX and trust and safety solutions including content moderation. Fueling all stages of company growth, TELUS International partners with brands across high growth industry verticals, including tech and games, communications and media, eCommerce and fintech, healthcare, and travel and hospitality. Learn more: telusinternational.com
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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