Every year, leading research firms such as Forrester, Gartner, and COPC Inc. conduct and share insights and findings from industry studies, market analyses, workforce studies, and privately sponsored research. Are the outputs from these efforts simply interesting to know, or do they really help shape your customer experience (CX) strategy?
Join Fancy Mills, COPC Inc. Product Marketing and Content Leader, as she facilitates a panel of CX leaders in exploration of how the industry can best unlock the value of CX research. In this session you will learn how to use industry research to better:
• Inform your business decisions and CX strategies
• Shape the design of future products and services
• Transform insights into initiatives
• Benchmark your own operations against CX leaders and innovators

Fancy Mills, Product and Content Marketing Leader, has over twenty years of experience specializing in consulting, training, and product management/marketing. As a consultant, she has advised, trained, and certified thousands of customer experience and support leaders including executives, managers, analysts, technicians, and corporate trainers around the world. In addition to training, she has developed and facilitated customized curriculum for Fortune 500 companies in the areas of customer service, generational intelligence, process improvement, customer experience, quality management, workforce management, presentation, communication, and time management skills. She received her Master of Science Degree in Human Resource Development with a specialization in Adult Education from Texas A&M University.

Daniel Mendez Costabel is a Global Director of Partner Management at Microsoft Customer Experience & Success organization, and his team drives Innovation & Incubation for the Delivery Partner ecosystem. With more than 20 years of experience orchestrating Teams and Partners to deliverCustomers’ Experiences and Business Results at global level he is an active contributor to EITK especially in the area of outsourcing. He has been co-leading the definition and operationalization of the GIG delivery model at Microsoft CSS for the last three years.

Brandon leads the global Analytics, Workforce, Quality, and Knowledge teams at Marriott’s Customer Engagement Centers. These Centers are operated by 8,000 Marriott associates in 22 locations, and support over 60M customer reservations, care, and loyalty program interactions each year. Previously at Marriott, he led the global hotel operations quality program, ensuring guests at over 6,700 hotels and 303 brands have consistently excellent, on-brand strategy experiences.
Before joining Marriott, Brandon was a Principal a the Boston Consulting Group, where he helped retail and customer goods clients around the world realize opportunities in operational strategy and performance improvement. Brandon also served as a Captain in the US Marine Corps, based primarily in Asia. He earned his BA at Binghamton University, and his MBA at Yale University.
China Scroggins, a native of Denver, is a proven Program Management and Customer Experience leader. While earning her degree in Marketing at Texas Southern University in Houston, Tx, China fell in love with content creation and the ability to drive lucrative results through targeted presentationand analytics. She used that love, combined with her interest in the fashion industry, to begin her over 12 career in e-commerce operations. Her success in the field allowed her to move to Los Angeles, to begin a career in e-commerce and ultimately Program Management at Nordstrom. China is now driving Omni-Channel service strategies as the Director of Customer Experience at Forever 21; supporting operations in Los Angeles, India, and Mexico. Additionally, China owns her own content creation company, ContentMint LLC. Personally, she serves as the Chair of Mentors & Volunteers for Girls With Gifts Inc, a nonprofit that reaches back to pull forward girls interested in the arts and entertainment field.
Mental Athlete: Leadership in a Dysregulated WorldWhat if the leadership principles and attributes that built your career are now liabilities? What if your instincts, once indispensable, quietly hold your team back? What if your strategies are shaping outcomes in unseen ways? With three decades of operational leadership, and difficult chapters in his own personal journey, Todd argues the next frontier isn’t just operational; it’s internal. As AI transforms roles overnight, teams aren’t just adapting; they’re questioning value and future. What they need most isn’t a strategy deck, it’s a steady leader. A dysregulated leader cannot calm a dysregulated team. The cost of getting this wrong is real: high performers leave without telling you why, fear-based decisions replace clear thinking, and morale decays invisibly — until it collapses. The separation between an effective leader and a destructive one isn’t whether they carry anger, pain, or pressure. It’s whether they make their people pay for it. Join Todd as he explains why the Mental Athlete isn’t the one who pushes hardest. It’s the one who knows themselves well enough to lead from clarity rather than fear and creates the kind of safety where others can do the same. Come ready to look inward and lead differently because of it. |
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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