DAY 1: Monday, October 5th
Mindshare in a whole new way — have a Braindate! Braindate is a simple-to-use platform for meeting up virtually — one-on-one or in groups of five. All meeting opportunities are created and discovered by you and other users based on shared interests in specific CX topics. It’s a simple way for attendees to be the CEO’s of their own learning journeys and networking paths. In other words, Braindate is your chance to gain critical insights from others — just like at a live event. To receive your personal invitation to join the Braindate platform, all you need to do is Register for Virtual CRS. Please note, Braindates are exclusive to corporate brand registrants and the sponsoring partner.
Join or Schedule a Braindate Now!
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Thank You to Our Braindate Sponsor: Clear Harbor |
Kick back, relax, and join the conversation during a live Coffee Talk session. A Coffee Talk is a 45-minute, two-way video roundtable discussion where CX corporate leaders like you have an opportunity to engage in lively conversations on a variety of pre-selected topics. Hear from other experts, share your own insights, and partake in a highly-focused and constructive discussion. PLEASE NOTE: COFFEE TALKS ARE RESERVED FOR CORPORATE BRAND ATTENDEES ONLY. If you are a vendor (Software provider, solution provider, etc) please contact [email protected] to ask how you can get involved with upcoming Execs In The Know events.
Covid-19 has dramatically changed customer behavior and engagement for many companies. The global pandemic didn’t just create new issues but put a magnifying glass on many of the pre-existing pain points and shortcomings that companies have long deprioritized. Many placed customer service automation via digital transformation on the back burner, delaying their focus on the most important area of improvement. In this roundtable we want to uncover different areas of customer service affected by Covid-19 and explore solutions that will help transform the customer experience post-pandemic.
This Session Now Full – No Additional Registrations Are Being Accepted
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Phil Gray EVP of Corporate Development |
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| Jason Westigard Sr. Product Manager Interactions |
Connect and collaborate with other CX leaders to discuss real-world challenges and best practices when implementing a remote agent workforce while ensuring data security and compliance. Join this session to share insights on how to deliver CX with flexibility and scalability while protecting your customers and your business.
This Session Now Full – No Additional Registrations Are Being Accepted
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Lisa Koenig Global VP Concentrix |
Messaging has become an even bigger and more critical part of our daily lives. That’s why the most innovative brands are finding new ways to engage with customers over messaging channels like Apple Business Chat, Facebook Messenger, SMS and more.
But what makes messaging such a critical focus for brands today—especially amid the current disruption? What can it offer customers that phone calls can’t? And what are the best use cases for each channel?
Join us for this Coffee Talk session “The New Rules of Customer Service Messaging”, where we’ll discuss how messaging platforms are fueling smarter customer engagement and how they can help meet your customers’ expectations. Register now to:
Join us for this interactive, roundtable discussion as we explore how to use messaging to your advantage and your customers’ delight, and get all your burning questions answered!
This Session Now Full – No Additional Registrations Are Being Accepted
| Shelbi Scott Senior Manager, Customer Engagement Strategy Nuance |
Join TELUS International, Chief Technology Officer, Jim Radzicki, to discuss how leading brands are rethinking, re-evaluating and reinventing customer service today using the latest in CX tech – from self-service, to automation, to AI/Bots, to RPA and more. And while the pandemic may have accelerated digital transformation to support customers, the need to keep the agent experience (AX) front and center in all tech considerations has never been more important.
This Session Now Full – No Additional Registrations Are Being Accepted
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Jim Radzicki Chief Technology Officer TELUS International |
It’s no secret that consumer behavior and traditional Service Journeys have been disrupted in 2020. Consumer demand and the timing of how and when they choose to engage with certain products/services has all changed. This, in turn, has caused companies to rethink their service and support models. Service design and blueprinting must not only account for these changes but also envision future business strategies to address how customer expectations may continue to evolve.
Please join us as we examine the changes in Service Journeys and explore topics such as:
This Session Now Full – No Additional Registrations Are Being Accepted
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Rick Zayas
Vice President – CX Strategy and Performance Improvement COPC |
Mindshare in a whole new way — have a Braindate! Braindate is a simple-to-use platform for meeting up virtually — one-on-one or in groups of five. All meeting opportunities are created and discovered by you and other users based on shared interests in specific CX topics. It’s a simple way for attendees to be the CEO’s of their own learning journeys and networking paths. In other words, Braindate is your chance to gain critical insights from others — just like at a live event. To receive your personal invitation to join the Braindate platform, all you need to do is Register for Virtual CRS. Please note, Braindates are exclusive to corporate brand registrants and the sponsoring partner.
Join or Schedule a Braindate Now!
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Thank You to Our Braindate Sponsor: Clear Harbor |
DAY 2: Tuesday, October 6th
Like many large enterprises, General Motors faced significant change and challenge in the face of COVID-19. The organization responded by innovating and quickly evolving the customer experience (CX). From shopping to delivery, from vehicle ownership to customer support, General Motors took and fresh and pragmatic approach in how it serves its customers, all while answering the call of a nation in the midst of a medical supply crisis.
Join Travis to find out how these strategic decisions led to new customer experience initiatives and brilliant innovations, setting the stage for revolutionary change and a transformed customer journey.
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Travis Hester Global Vice President of Customer Experience General Motors |
History shows that companies that adapt and innovate quickly to changing market conditions become future industry leaders. Effortless customer experiences are more important than ever. If you want to capture your customers’ hearts and a leading position in the marketplace, you need to look beyond the new normal and aim for the new exceptional.
Join Allyson as she moderates a panel of CX experts who are on the front lines of the COVID-19 pandemic, and learn tips on how to build an agile infrastructure to transform CX sustainability, resilience, and effectiveness.
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Allyson Boudousquie SVP Product Strategy Concentrix |
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| Bernard Slowey Sr. Director, Global Support – Digital Transformation GitHub |
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Christian Jensen Customer Service Partner Operations Director Citibank |
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| Dave Harris Vice President, Customer Care Operations Walmart |
Embracing customer feedback, engaging in active two-way dialogue, and building real relationships have become the path to further growth and retention. Successful companies must eagerly adopt the technology and workflows that place their customers purposefully in the center of everything.
Join Jimmy and Lawrence as they share how, when, and where Overstock.com has used technology to add value to communications in a way that is humane and genuine. Specifically, the two will be discussing:
| Lawrence Morrisroe Head of Product Marketing Quiq |
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Jimmy Budnik Vice President of Customer Care Overstock.com |
It goes without saying that our industry will experience lasting impacts from the events of this year, and all aspects of customer experience (CX) operations are under the microscope to ensure short and long-term success. An organization’s sourcing strategy is always a critical part of CX success, but more so now given the global economy and new challenges created by pandemic.
Join Rick for an in-depth discussion among these CX leaders to learn how top brands are working to address the critical topics related to their sourcing strategies in the current environment, including:
This session promises to be an interactive and valuable discussion for organizations that outsource all or some of their CX operations, as well as outsourced partners themselves.
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Rick Zayas Vice President – CX Strategy and Performance Improvement COPC |
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David Wilson Director of Vendor Operations, The Americas Uber |
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Julie Weingardt Vice President, Operations Turo |
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Shannon Hodges Vice PresidentGo Daddy |
In 2018, the Nordstrom team was looking for an outsourced call center partner that could meet and exceed their quality expectations, and flexibility was a key consideration. Liveops’ virtual flex model was up for the challenge.
Join Greg and Jim as they share how Liveops and Nordstrom have blazed a trail for virtual call center innovations in customer experience and security, creating a pool of talented virtual agents who exceeded SLAs.
In this case study, you’ll learn how:
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Greg Hanover Chief Executive Officer Liveops |
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| Jim Gallagher Vice President of Customer CARE & Fraud Nordstrom |
Rising to the high bar of delivering on customer and employee obsession is challenging even in normal times. In the midst of the disruptions caused by COVID-19, it is exponentially more difficult. J.P. Morgan Chase adjusted its approach to overcome the safety, financial, and emotional stresses caused by the disruptions, and has surpassed its pre-COVID experience levels as measured by internal and external benchmarks.
Join Marbue Brown as he shares how the Chase Consumer Bank powered through the disruption to continue raising the bar for the customer and employee experience, including the five pillars of customer obsession for times of disruption.
| Marbue Brown Head of Customer Experience – Consumer Banking JPMorgan Chase & Co. |
Mindshare in a whole new way — have a Braindate! Braindate is a simple-to-use platform for meeting up virtually — one-on-one or in groups of five. All meeting opportunities are created and discovered by you and other users based on shared interests in specific CX topics. It’s a simple way for attendees to be the CEO’s of their own learning journeys and networking paths. In other words, Braindate is your chance to gain critical insights from others — just like at a live event. To receive your personal invitation to join the Braindate platform, all you need to do is Register for Virtual CRS. Please note, Braindates are exclusive to corporate brand registrants and the sponsoring partner.
Join or Schedule a Braindate Now!
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Thank You to Our Braindate Sponsor: Clear Harbor |
DAY 3: Wednesday, October 7th
Human Care is foundational to Humana’s enterprise strategy. It is what Humana does and provides, making the healthcare experience easier, more personalized, and more caring. To deliver on Human Care, we’ve transformed our technology, processes, analytics, and culture to reshape our end-to-end customer experience.
Humana was at the frontline of the COVID-19 crisis ensuring members received the Human Care they deserved. As the world changed overnight, our foundational technology work over the past 18 months created pathways for more immediate solutions and robust predictive capabilities. This was instrumental in delivering help to members in need of food, medical access, and transportation. We turned the crisis into an opportunity that has led to healthcare innovations and community wellness.
Join Vicki as she shares how Humana’s service operations are bringing these end-to-end experiences to life, delivering simpler care and better health every day to our members and providers.
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Vicki Perryman Senior Vice President of Consumer & Provider Services and Solutions Humana |
As we continue to settle into the new normal, many organizations are still struggling with how to stay connected with their employees. Maintaining a strong corporate culture and high employee engagement is crucial for customer experience (CX) success. As the saying goes, “Happy Employees equals Happy Customers.” But now, with remote work continuing and office dynamics changing (for those allowed to go back), what does instilling, maintaining, and enhancing culture look like, and how do we measure engagement?
Join Kory as he moderates a panel discussion with leading brands exploring these and other questions:
• What has and hasn’t worked to maintain culture remotely in CX operations?
• How is culture impacted in our new office / in-center environments?
• How have hiring, onboarding, and training employee programs adapted?
• How do we measure employee engagement in this new normal?
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Kory Laszewski VP Customer Experience Innovation TELUS International |
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| Candy Lockwood Director of Customer Experience Progressive Insurance |
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Victoria Boston Vice President, West Division, Loyalty Centers of Excellence Comcast NBC Universal |
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| Matt Zurcher Sr. Vice President, Customer Care HomeAdvisor |
Choice Hotels, one of the largest hotel franchises in the world with over 7,000 hotels including EconoLodge, Clarion, Comfort Inn, Quality Inn, and more, had a bumpy experience with their initial conversational AI implementation. Despite the dissatisfaction, they didn’t give up chasing the voice channel experience they wanted for their customers.
Join Brian, Jason, and Pauline as they share details about Choice Hotels’ journey with AI-powered virtual agents, including the successes that finally moved Choice Hotels from skeptic to believer. Learn what conversation AI has meant for their business, and find out about:
• The evolving capabilities and cost efficiency of virtual agents
• 3 things Choice Hotels wish they knew before they started
• Whether it’s better to Buy or Build for your business
• Navigating the complexities of doing voice automation well
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Brian Morin CMO SmartAction |
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Jason Coats Sr Director of Customer Care Strategy |
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| Pauline M. Aponte Sr Manager, Analytics and Workforce Management Choice Hotels |
Artificial intelligence (AI) has quickly changed the technology landscape for contact centers. Organizations need to capture the benefits of combining AI with human capabilities to deliver seamless, conversational customer interactions.
Join this panel discussion exploring Human-AI interaction to understand why humans and AI-powered solutions shouldn’t be seen as exclusive alternatives, but instead as a powerful partnership with one learning from the other. Listen in and explore these and other topics:
• How AI will enable a new age of intelligent engagement
• Why humans and AI are better when working together
• How the latest innovations help humans and AI learn from each other
| John Dionne Director of Design and Optimization Nuance |
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Jennifer Hanson Sr. Director, Target.com Target |
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Mike Gathright SVP & Head of Customer Experience Hilton |
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| Richard Weeks Head of Conversational Experiences – Consumer Digital Office U.S. Bank |
Allyship isn’t just a new buzz word — it is a description of an important relationship that more of us need to pursue, both in our personal and professional lives. Allyship has the power to positively reshape a company’s culture and help initiate meaningful change.
Join Corey as he provides some important relationship advice that can help put your brand on the right path for an inclusive culture. Learn how to lay the groundwork for initiating actions built on a firm foundation of empathy, advocacy and activism, generating positive results.
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Corey Flournoy Global Head of Inclusion and Diversity Groupon |
Artificial intelligence (AI) is a clear part of our future, both in our own day to day lives, and in the experiences we provide to our customers. And while AI is changing everything, it is still itself rapidly evolving.
For many companies, early adoption and deployment of AI-powered solutions performed well and earned much deserved recognition. But as the technology has evolved, it’s clear that some of the earliest AI-powered solutions are now hampering the ability to deliver an easy, personalized, automated, and targeted solution.
Join Brett as he shares the successes and challenges of an 18-month journey with Sun Basket’s ground-breaking chatbot, Sunny B. Learn how early successes gave way to new challenges, and get an insider’s look at the company’s decision to take a step back, reevaluate, and develop a new AI framework that allows for enhanced automation capabilities across multiple customer touchpoints.
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Brett Frazer Vice President of Customer Service Sun Basket |
Mindshare in a whole new way — have a Braindate! Braindate is a simple-to-use platform for meeting up virtually — one-on-one or in groups of five. All meeting opportunities are created and discovered by you and other users based on shared interests in specific CX topics. It’s a simple way for attendees to be the CEO’s of their own learning journeys and networking paths. In other words, Braindate is your chance to gain critical insights from others — just like at a live event. To receive your personal invitation to join the Braindate platform, all you need to do is Register for Virtual CRS. Please note, Braindates are exclusive to corporate brand registrants and the sponsoring partner.
Join or Schedule a Braindate Now!
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Thank You to Our Braindate Sponsor: Clear Harbor |
VP and Above
Senior / Director
Senior / Manager
Other

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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