Agenda
Underscoring The Value of the Contact Center in Driving Company Success
Explore four days of transformative discussions designed to redefine customer success strategies and enhance industry networking.
Collaboration Zones
Customize your agenda! Stick to one zone or explore others. Engage in PowerPoint-free sessions, encouraging creativity and idea sharing.
Schedule
7:00 pm
Suggested Arrival Time
Arrive Saturday to participate in one of the networking activities on Sunday.
Sunday, April 6, 2025 | Networking Day
Link in, relax, meet-and-greet during special activities devoted to making new contacts and new friends.
8:00 am
Welcome Breakfast for Customer Engagement Leadership Council Members
*Please note participation is exclusive to Council members only. For more information on the Council, click here. [10]
9:00 am
Networking Activity
3:15 pm
Sponsor Workshop
4:45 pm
Sponsor Registration & Orientation Reception
6:00 pm
Presenter & Thought Leader Orientation
An essential meeting for Headliners, Rockstars, Fab Facilitators, and Thought Leaders to preview the event, highlight your roles, and network with fellow peers.
6:45 pm
Participant Meet ‘n’ Greet
7:30 pm
Welcome Networking Reception & Event Kickoff
Meet your fellow peers and colleagues as we engage in an ice breaker over cocktails to get the conversations started and set you up for an event whose foundation is built on collaboration. Dinner & passed hors d’oeuvres to be served.
Monday, April 7, 2025 | General Session and Solutions Hall
7:45 am
Registration, Continental Breakfast, and Solutions Hall
8:30 am
KICKOFF and HEADLINER – Uncovering CX-Driven Growth Opportunities
Darren Stavely, Vice President, Operations, Corpay
Has your growth become stale? Business development stagnant? Is your market tapped out? Even if you own 99% market share (and let’s face it, we both know you don’t), there’s still opportunity for 1% more. Instead of looking for new business, why not make your current customers true disciples or evangelist of your brand?
Action Items:
- Deploy best practices for an obsession over customer experience
- Be effective, then efficient
- Retain and retrain to drive revenue
Headliner:
Darren Stavely
Vice President, Operations
Corpay
Why You Should Listen to Darren:
As a 20-year veteran in the financial services industry, Darren Stavely is obsessed with customer experience and solving big problems. He has had the good fortune to serve the underbanked as well as the most affluent of clients. Passion for people and building relationships is what makes his energy so contagious and a sought-out speaker in the business community.
9:10 am
Energizer
Take your thinking cap off and break up your day with a fun, five-minute energizing activity.
9:15 am
CASE HISTORY – Aligning EX, CX and BX for Better Business Performance
9:40 am
Navigating the 21st Annual Customer Contact East: A Frost & Sullivan Executive MindXchange
9:45 am
Session to Session Travel Time
9:50 am
CONCURRENT COLLABORATION ZONES – CASE HISTORIES
Case Histories explore a specific use case and include informal conversations that draw upon the experience and expertise of the featured executive and participants.
Zone 1. Agent Assist for Next Level Effectiveness and Experience
Zone 2. Mapping Your Investment in the Customer Journey
Zone 3. When AI Goes Wrong: Avoiding an Epic Fail
Zone 4. The Power of Voice AI: What You Don't Know About It's Potential to Change the Game
10:50 am
Solutions Hall, Networking and Refreshments
11:15 am
INTERACTIVE CONCURRENT SESSIONS
Choose one of the following interactive sessions:
SOLUTIONS WHEEL
Play the “wheel” to find out which of the industry’s products and services will help you solve your challenges. It is a series of rapid fire, one-on-one meetings with leading sponsors – both intense and fulfilling.
-OR-
THE FIX – Crowdsourcing Tactical Solutions to Our Most Vexing Challenges
Share your smarts! Choose between four themed brainstorming sessions and crowdsource solutions to the most vexing challenges facing customer experience and customer contact today. These are twenty-minute rapid fire sessions with three rotations. First come, first serve, so choose wisely! Each brainstorming group will build upon the other to build a list of readily operationalized ideas to these common challenges.
The Fix on Aligning Technology and Software with Objectives
The Fix on Managing Through a Disaster Recovery
The Fix on AI Governance in the Contact Center
The Fix on Working with Sales & Marketing on Continuous Improvement
Hosted By:
Heidi Rote
Vice President of Member Relations
Parsley Health
Why You Should Listen to Heidi:
Heidi is a seasoned sales leader with over 20 years of experience, known for her expertise in process improvement and call center implementation. She has a proven track record in reducing member churn, implementing AI to enhance customer interactions, and driving significant growth.
-OR-
STRATEGIC DISCUSSIONS: For the Seasoned Practitioner Only
Join this group of veteran customer contact and customer experience executives to discuss high-level decision-making that can significantly impact the customer care organization.
12:30 pm
Food For Thought Luncheon – Networking Roundtables Hosted by Industry Leaders
Practitioners and solution providers host a menu of luncheon discussions on pertinent industry issues. Dine and dish with industry experts.
1:30 pm
Session to Session Travel Time
1:35 am
Navigating the 21st Annual Customer Contact East: A Frost & Sullivan Executive MindXchange
1:40 pm
EXECUTIVE INSIGHT– Directing Your Efforts Toward Achieving Your Ideal Customer Journey Outcome
2:05 pm
Session to Session Travel Time
2:10 pm
CONCURRENT COLLABORATION ZONES – THINKTANKS
ThinkTank sessions employ interactive team exercises in a “roll up your sleeves” learning environment.
Zone 1. Operationalizing Knowledge Across the Enterprise
Zone 2. Optimizing Self-Service Opportunities and Adoption
Zone 3. A Results-Driven Method to Customer Experience Enhancements
Zone 4. How to Measurably Improve Productivity
3:30 pm
Solutions Hall, Briefing Sessions, Networking and Refreshments
4:15 pm
ACTION PLAN – Developing a Toolkit for Better Decision-Making
Rockstar Insight:
Matt Goldsmith
Senior Vice President Member Services
Digital Federal Credit Union
Why You Should Listen to Matt:
Bio is forthcoming.
4:45 pm
CAPSTONE – Megatrends: Forecasting and Preparing for Future Customer Landscapes
Customer service and experience is evolving under the weight of societal, economic, technological, and labor megatrends. Organizations must balance their pursuit of technology with human connections that foster trust and loyalty. This session explores how to anticipate and adapt to these transformations, blending innovation with empathy to create future-ready experiences for both employees and customers.
Action Items:
- Anticipate megatrends and adapt to societal, economic, and technological shifts impacting customer service
- Work on balancing human tech to enhance efficiency without losing emotional connections
- Plan for workforce evolution and reshape hybrid work, wellness priorities, and upskilling in the new age
Headliner:
Sean Albertson
Founder & Chief Executive Officer
CX4ROCKS
Why You Should Listen to Sean:
Sean is a globally respected thought leader, keynote speaker, and advisor with over 25 years of experience transforming customer service and experience strategies for startups to Fortune 200 companies. As the author of the award-winning 4ROCKS: Reduce Effort, Drive Loyalty, Transform the Customer Journey, Sean reveals how to create loyalty-driving experiences at the intersection of technology and human engagement.
5:15 pm
Networking Reception
End your day with some newfound friends over tasty bites & beverages. A special prize will be raffled off before we close out the evening so be there or be square! Passed hors d’oeuvres, beverages & a specialty drink to be served.
6:30 am
Early Risers Run/Walk
Invigorate your body, mind, and soul as you run or walk just feet away from the white sands of Ft. Lauderdale while watching the sun rise over the Atlantic. It’s the perfect way to get ready for a great day of content and networking.
6:30 am
Early Risers Yoga
Calling all yogis! Get energized while building strength and flexibility with us. This creative yoga practice will link breath and movement to keep you present and centered.
7:45 am
Continental Breakfast and Solutions Hall
8:30 am
HEADLINER- The Power of Predictive and Personalized Experiences
9:15 am
Energizer
Take your thinking cap off and break up your day with a fun, five-minute energizing activity.
9:20 am
Session to Session Travel Time
9:25 am
CONCURRENT COLLABORATION ZONES – ROUNDTABLES
Roundtable sessions capture the power of all participants’ voices, insights and experiences via group discussion and exploration of the issue at hand.
Zone 1. Unlocking the Power of AI: Supporting Agents for Superior CX
Zone 2. Channel Strategy: It's Not the Medium; It's the Message!
Zone 3. Catapultng CX with AI Powered Quality Management
Zone 4. Predictive Analytics to Deepen Customer Relationships
10:25 am
Solutions Hall, Networking and Refreshments
Dash into our Hall to uncover innovative products and services designed to address the challenges and opportunities you face in your daily tasks and responsibilities.
10:50 am
ASK THE EXPERTS! Panel Discussion – Tangible Ways That Really Work to Drive Change
Matt Goldsmith, Senior Vice President Member Services, Digital Federal Credit Union
Heidi Rote, Vice President of Member Relations, Parsley Health
Panelists Include:
Matt Goldsmith
Senior Vice President Member Services
Digital Federal Credit Union
Why You Should Listen to Matt:
Bio is forthcoming.
Heidi Rote
Vice President of Member Relations
Parsley Health
Why You Should Listen to Heidi:
Heidi is a seasoned sales leader with over 20 years of experience, known for her expertise in process improvement and call center implementation. She has a proven track record in reducing member churn, implementing AI to enhance customer interactions, and driving significant growth.
11:35 am
INTERACTIVE CONCURRENT SESSIONS
Choose one of the following interactive sessions:
SOLUTIONS WHEEL
Play the “wheel” to find out which of the industry’s products and services will help you solve your challenges. It is a series of rapid fire, one-on-one meetings with leading sponsors – both intense and fulfilling.
-OR-
PROBLEM-SOLVING CROWDSOURCE - Maximizing Remote Team Effectiveness
Hosted By:
Nate Brown
Head of CX Advisory
Metric Sherpa
Why You Should Listen to Nate:
Nate Brown loves two things very much…customer experience and community. Fortunately, these concepts go hand-in-hand! As a community builder, Nate co-founded CX Accelerator in 2018. Quickly growing to well over four thousand members, this vibrant collection of CX leaders is helping one another to maximize their career and accomplish remarkable things in service to others. Nate also heads up Advisory Services for Metric Sherpa, a research firm helping organizations to transform customer interactions.
12:50 pm
Food for Thought Luncheon – Networking Roundtables Hosted by Industry Leaders
Practitioners and solution providers host a menu of luncheon discussions on pertinent industry issues. Dine and dish with industry experts.
1:50 pm
Session to Session Travel Time
1:55 pm
CONCURRENT COLLABORATION ZONES – ROUNDTABLES
Roundtable sessions capture the power of all participants’ voices, insights and experiences via group discussion and exploration of the issue at hand.
Zone 1. Personalizing the Supervisor/Agent Relationship
Zone 2. From Containment to Engagement: Humans in the Loop
Zone 3. The Path to Successfully Introducing AI into Contact Center and Service
2:55 pm
Session to Session Travel Time
3:00 pm
Energizer
Take your thinking cap off and break up your day with a fun, five-minute energizing activity.
3:05 pm
FIRESIDE CHAT WITH ALPA AND NAT – Transitioning a Project from Pilot to Full-Scale Implementation
Alpa Shah, Global Vice President – CX Practice, Frost & Sullivan Customer Engagement Leadership Council Member
Penelist Includes:
Natalie Beckerman
Global Head | Customer Support Operations
IHG Hotels & Resorts
Why You Should Listen to Natalie:
Described as a fixer in the customer experience and customer contact space, Natalie has run top tier, large scale operations driving transformation and change, leading strategy, while conquering operational and service excellence across the Globe. She is known to build new business, increase revenue and turn around performance, while at the same time reenergizing and invigorating businesses and leaders. Natalie has done this in the telecommunications/mobile, Home Services, Hospitality and Fintech/Financial services industries.
Alpa Shah
Global Vice President – CX Practice
Frost & Sullivan
Customer Engagement Leadership Council Member
Why You Should Listen to Alpa:
Alpa has vast professional and volunteer experience in developing business and volunteer organization strategies; analyzing product, regional, and vertical markets; planning and executing events; sales and marketing; writing growth opportunity insights; and, most importantly, creating and inspiring teams to be best in class. Her current area of focus is on CX; she runs think tanks and customer surveys to uncover growth potential for businesses in the CX environment.
3:35 pm
Solutions Hall, Briefing Sessions, Networking and Refreshments
Dash into our Hall to uncover innovative products and services designed to address the challenges and opportunities you face in your daily tasks and responsibilities.
4:20 pm
CASE HISTORY - Balancing AI and Human Customer Service: Enhancing Experience without Sacrificing Connection
Nancy-Ellen Martin, Director of Customer Service, ThredUp
As artificial intelligence (AI) continues to transform customer service, organizations face the challenge of balancing automated solutions with human touch. While AI can streamline operations, provide faster responses, and personalize interactions, it can also frustrate customers when not deployed thoughtfully. From poorly designed chatbots to rigid self-service options, AI has the potential to create friction if it doesn’t align with customer expectations or fail to offer an effective fallback to human agents when needed. In this presentation, we’ll focusing on the key factors that ensure technology enhances, rather than detracts from, the customer experience.
Action Items:
- Augment, Not Replace – streamline customer interactions without losing empathy and problem-solving capabilities
- Personalize and Be Flexible – design your AI systems to adapt to customers’ needs and provide seamless transitions to human support when necessary
- Human Agents in the Age of Automation – while AI handles routine tasks empower your agent to create more meaningful connections with your customers
Rockstar Insight:
Nancy-Ellen Martin
Director of Customer Service
ThredUp
Why You Should Listen to Nancy-Ellen:
With 30 Years of Leadership in Customer Service, in the Insurance, Tech, and Retail industries, Nancy-Ellen has a track record of driving exceptional customer experiences across both the tech and retail sectors. Throughout her career, she has demonstrated a unique ability to blend operational excellence with a deep commitment to culture-building and customer satisfaction.
4:50 pm
CAPSTONE - Conversational Intelligence: Unlocking Customer Insights Through Dialogue
5:20 pm
21st Annual Customer Contact East Olympics Team Captain Reveal
Gather ’round beach lovers & spirited competitors! The moment we’ve all been waiting for is here – it’s time to choose our Beach Olympics Team Captains!
Get ready for a tidal wave of excitement as the fearless leaders who will guide us through sandy challenges and sun-soaked victories reveal themselves.
5:30 pm
General Session Concludes
6:00 pm
21st Annual Customer Contact East Beach Olympics
8:00 pm
Karaoke After Hours!
Wednesday, April 9, 2025 | General Session, Solutions Hall and CX Women’s Alliance Workshop
7:00 am
Walk and Talk
Invigorate your body, mind, and soul as you soak up some tropical tranquility watching the sun rise over the Atlantic. It’s the perfect way to get ready for a great day of content and networking.
8:15 am
Continental Breakfast and Solutions Hall
8:45 am
HEADLINER – Leadership Transitions: Growing and Developing Your Rising Stars
Namrata Rathore, Assistant Vice President, Patient Contact Center, Orlando Health Medical Group
Investing in leadership development is a long-term strategy that benefits not only the individuals involved but also the entire organization and its stakeholders. Developing the next generation of leaders is crucial for adapting to the constantly evolving business landscape, driving innovation with fresh perspectives, building resilience, fostering a positive culture, meeting the future needs, and ensuring continuity in leadership.
Action Items:
- Build trust and respect to truly understand your potential leaders “Rising Stars” drivers and aspirations to find alignment with their and your objectives
- Collaborate to create clear development paths and provide challenging assignments that allows them to hone their critical skills
- Give them autonomy to make decisions while consistently providing feedback and support
Headliner:
Namrata Rathore
Assistant Vice President, Patient Contact Center
Orlando Health Medical Group
Why You Should Listen to Namrata:
With over 20 years of experience in process improvement, and implementing initiatives that have continually drove organizational growth, Namrata is a highly skilled, award-winning Administrative Executive. She has influenced the implementation of system-wide best practice and training initiatives that have had positive impacts on efficiency, productivity, and quality of care. Namz has developed, standardized, and streamlined scheduling workflows, training programs, and quality assurance programs for several specialties and organizations. Her continued passion and drive have always been to create better experiences, with focus inclusive of the consumer, the commodity, the service and team members.
9:20 am
CONSECUTIVE QUICK INSIGHTS
* Hiring and Training for Skills of the Future
Jaysa Boyer, Head, Employer Engagement, Ultimate Medical Academy
Rockstar Insight:
Jaysa Boyer
Head, Employer Engagement
Ultimate Medical Academy
Why You Should Listen to Jaysa:
Bio is forthcoming.
* Preventing the Talent Drain!
Arretta Stivers, Director of Client Success, Realtor.com
Contact centers are the cornerstone of exceptional customer experiences, yet they often grapple with the critical issue of talent drain. High turnover rates not only escalate operational costs but also undermine service quality. This presentation delves into proven strategies to attract, retain, and empower top talent, fostering a high-performing contact center workforce.
Action Items:
- Develop impactful engagement and retention programs
- Utilize technology to alleviate workload and prevent burnout
- Create pathways for professional growth and career advancement
- Deploy forward-thinking approaches to boost employee satisfaction, enhance workforce stability, and achieve long-term organizational success
Rockstar Insight:
Arretta Stivers
Director of Client Success
Realtor.com
Why You Should Listen to Arretta:
Arretta is a seasoned contact center expert with over 20 years of experience as a results-driven operations executive. Known for her strategic vision and leadership excellence, she has spearheaded transformative initiatives that have enhanced revenue, optimized operations, and reshaped organizational architecture across diverse industries. An accomplished public speaker, Arretta shares her insights on driving performance and innovation in contact center management.
10:05 am
🎉 PEOPLE’S CHOICE CELEBRATION 🎉
Get ready to cheer as we unveil the winners of our high-spirited superlatives! 🌟 Join us for a lighthearted celebration honoring your fellow participants who stood out in delightful ways, including:
🏅 Best Networker
🎖️ Most Enthusiastic Olympian
🧐 Most Inquisitive
🎁 Has the Most Tchotchkes
…and many more! Prizes and bragging rights await, so don’t miss this exciting gathering. Let’s share some laughs, applause, and unforgettable moments together!
CX WOMEN’S LEADERSHIP ALLIANCE WORKSHOP | Owning Your Growth Journey
10:30 am
WELCOMING REMARKS
Natalie Beckerman, Global Head | Customer Support Operations, IHG Hotels & Resorts
Rockstar Insight:
Natalie Beckerman
Global Head | Customer Support Operations
IHG Hotels & Resorts
Why You Should Listen to Natalie:
Described as a fixer in the customer experience and customer contact space, Natalie has run top tier, large scale operations driving transformation and change, leading strategy, while conquering operational and service excellence across the Globe. She is known to build new business, increase revenue and turn around performance, while at the same time reenergizing and invigorating businesses and leaders. Natalie has done this in the telecommunications/mobile, Home Services, Hospitality and Fintech/Financial services industries.
10:40 am
EXECUTIVE INSIGHT - Women’s Issues and Leadership: Defining Your Path Forward
10:50 am
INTERACTIVE - Showing Up For You: A Value Assessment and Growth Mapping Diagnostic
What’s important to you? What does showing up for you actually look like? This session will be an interactive session on plotting your growth journey. Evaluating how you “show up for yourself” involves reflecting on various aspects of your life. Here are some steps you can take:
- Self-Reflection: Spend some time thinking about your needs and values. Are you prioritizing them in your daily life?
- Assess Your Boundaries: Are you setting healthy boundaries with others? Are you able to say no when needed to protect your time and energy?
- Emotional Check-In: Notice how you feel most days. Are you in tune with your emotions? Do you allow yourself to express them?
- Self-Care Practices: Evaluate your self-care routine. Are you engaging in activities that recharge you, like exercise, hobbies, or relaxation?
- Goals and Aspirations: Are you actively working toward your personal goals? Reflect on whether you’re taking steps to pursue what matters most to you.
- Support Systems: Consider the people in your life. Do you surround yourself with supportive individuals who encourage you to be your best self?
- Mindfulness: Practice being present in the moment. Are you aware of how you feel and what you need at any given time?
- Forgiveness and Compassion: Are you kind to yourself? Reflect on how you respond to mistakes or setbacks.
12:00 pm
Networking Luncheon
12:45 pm
PANEL DISCUSSION - Conversations with CX Women Trailblazers
Jaysa Boyer, Head, Employer Engagement, Ultimate Medical Academy
Panelists Include:
Jaysa Boyer
Head, Employer Engagement
Ultimate Medical Academy
Why You Should Listen to Jaysa:
Bio is forthcoming.
1:30 pm
INTERACTIVE - Empowering Women Through Meaningful Connections- Coaching Each Other and How to Get Better
2:00 pm
THE FIX on Your Personal Journey – Creating Your Action Plan
The Fix on Switching Careers, Industries or Roles
The Fix on Focusing on Myself
The Fix on Nurturing Myself for Growth
2:30 pm
THE KEY TAKE AWAYS
Natalie Beckerman, Global Head | Customer Support Operations, IHG Hotels & Resorts
Rockstar Insight:
Natalie Beckerman
Global Head | Customer Support Operations
IHG Hotels & Resorts
Why You Should Listen to Natalie:
Described as a fixer in the customer experience and customer contact space, Natalie has run top tier, large scale operations driving transformation and change, leading strategy, while conquering operational and service excellence across the Globe. She is known to build new business, increase revenue and turn around performance, while at the same time reenergizing and invigorating businesses and leaders. Natalie has done this in the telecommunications/mobile, Home Services, Hospitality and Fintech/Financial services industries.
2:45 pm
Content for the 21st Annual Customer Contact East Concludes
See you and your team October 19th – 21st in Tucson at Customer Contact West!
5:30 pm
CUSTOMER EXPERIENCE EXCELLENCE AWARDS RECEPTION AND GALA
These prestigious awards honor organizations that have demonstrated exceptional innovation, leadership, and customer experience excellence in their respective fields.
Award recipients are forward-thinking organizations at the forefront of emerging trends and shaping the future of their industries.
*Please note that participation in the Reception and Gala incurs an additional fee.
Register Now!
For further information or to register, call Adam Geiger at +1-305-450-1099 [11], or email him at [email protected] [12]