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19TH Annual

Ultimate CX Conference

Today We Are All a CXO

DECEMBER 06 - 07, 2023

Virtual Meeting

Learn more about becoming a sponsor  

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Today We Are All a CXO

In our latest C-Suite Outlook survey, over 65% of CEOs said they would be increasing investment in the next two years in improving the customer experience. Of eighteen different marketing and communications line items, this was the top choice that they made. When the simplicity of this intent from the CEO meets the complexity of the modern customer experience managed by the marketing, technology, customer and sales teams, magic can happen.

At this year’s conference, we will examine what we’ve learned and answer the questions that are top of mind, including: what will shape our CX strategies as we go forward? What do we need from those CEOs to get the job done? And how will we prove progress? Join fellow CX practitioners to hear from leaders of some of the world’s most relevant brands as we explore what comes next to accelerate the practice of understanding each customer, intercepting them at the moments that matter, delighting them with their experience, and profiting in the long term.

Who Should Attend: This conference is designed especially for senior-level professionals and their teams responsible for shaping and executing their end-to-end customer experience strategies.  From marketers to insights to sales to communicators to data scientists – all are involved and all are welcome.

Speaking Opportunities: speaking@tcb.org 
Marketing Partnerships: shawn.lin@tcb.org
Sponsorships Opportunities: megan.hoole@tcb.org
Group Registrations: ukou@tcb.org


Speakers

Tabitha

Tabitha Dunn Tabitha Dunn

Global Head of Customer Experience
Hitachi

Read Bio

Dilip

Dilip Bhatia Dilip Bhatia

Vice President, Chief Experience Officer
Lenovo

Read Bio

Sean

Sean Burgess Sean Burgess

Chief Claims Officer
Lemonade

Read Bio

Sven

Sven Gierlinger Sven Gierlinger

Chief Experience Officer
Northwell Health

Read Bio

Tim

Tim Rea Tim Rea

Chief Experience & Marketing Officer
Edward Jones

Read Bio

Dawn

Dawn Rodney Dawn Rodney

Chief External Affairs Officer
National Park Foundation

Read Bio

View Fewer Speakers
Danielle

Danielle Badler

Program Director, Corporate Communications Strateg…
The Conference Board

Read Bio

Erik

Erik Brynjolfsson, PhD

Jerry Yang and Akiko Yamazaki Professor and Senior…
Director, Stanford Digital Eco…

Read Bio

Gregory A.

Gregory A. Cole

Chief Marketing Officer
FORVIS

Read Bio

Denise

Denise Dahlhoff, PhD

Director, Marketing & Communications Research
The Conference Board

Read Bio

Dea

Dea Fischer

Global Head of Culture & Communications
Squarespace

Read Bio

Jasmine

Jasmine Green

Vice President, Enterprise Customer Solutions and …
Nationwide

Read Bio

Tom

Tom Grothues

Program Director, Customer Experience Council
The Conference Board

Read Bio

Alice Grey

Alice Grey Harrison

Managing Partner
AGH Communications Group

Read Bio

Joy

Joy Joslin

Director, Guest Relations and Safety
Oklahoma City Thunder

Read Bio

Jeanine

Jeanine Maier

Vice President, Consumer Experience
Kaiser Permanente

Read Bio

Mandy

Mandy Mooney

Director of Internal Communications
Prologis

Read Bio

Ivan

Ivan Pollard

Marketing & Communications Center Leader
The Conference Board

Read Bio

Amy

Amy Wigler

Vice President, Multiplatform Marketing and Conten…
PBS

Read Bio

View All Speakers

Agenda

  • Day 1
  • Day 2

Wednesday, December 06, 2023

11:15 AM - 11:20 AM ET

Opening Remarks



… More

11:15 AM - 11:20 AM ET

Opening Remarks




Ivan Pollard, Marketing & Communications Center Leader, The Conference Board

11:20 AM - 11:55 AM ET

The Head of Global Customer Experience at Hitachi on What It T…
To open our conference we welcome Tabitha Dunn, Head of Global Customer Experience at Hitachi, who will draw from experiences building CX functions in … More

11:20 AM - 11:55 AM ET

The Head of Global Customer Experience at Hitachi on What It Takes to Drive Customer-Centric Culture Effectively

To open our conference we welcome Tabitha Dunn, Head of Global Customer Experience at Hitachi, who will draw from experiences building CX functions in multiple companies and sectors to share what it takes to drive a customer-centric culture - including structures, metrics, influence, and change management.

Tabitha Dunn, Global Head of Customer Experience, Hitachi

Ivan Pollard, Marketing & Communications Center Leader, The Conference Board

12:00 PM - 12:35 PM ET

How AI Is Remaking the Customer Experience at Lemonade
This past June, the insurance company Lemonade set a world record by approving an insurance claim in two seconds, achieving this feat by leveraging AI … More

12:00 PM - 12:35 PM ET

How AI Is Remaking the Customer Experience at Lemonade

This past June, the insurance company Lemonade set a world record by approving an insurance claim in two seconds, achieving this feat by leveraging AI and machine learning to revolutionize claims processing. We welcome Lemonade’s Chief Claims Officer to share how customer-centric and empathetic use of AI can reshape the customer experience.

Sean Burgess, Chief Claims Officer, Lemonade

Tom Grothues, Program Director, Customer Experience Council, The Conference Board

12:40 PM - 01:15 PM ET

The Chief Experience Officer of Northwell Health on Empathy-Ba…
Northwell Health's Sven Gierlinger brings multiple unique perspectives on transforming the patient experience. Having served as a luxury hotel executi … More

12:40 PM - 01:15 PM ET

The Chief Experience Officer of Northwell Health on Empathy-Based Transformation

Northwell Health's Sven Gierlinger brings multiple unique perspectives on transforming the patient experience. Having served as a luxury hotel executive earlier in his career, it wasn't until he spent three months in hospitals as a patient himself that he was personally motivated to challenge the status quo in healthcare. Now at Northwell Health, one of the largest integrated delivery networks in the country, he is driving cultural transformation grounded in patient centeredness and empathy.

In this conversation, learn how the patient experience is being reshaped at Northwell Health, from bringing in a Michelin-starred chef to help overhaul the way hospital kitchens were being run to leveraging technology to enhance healthcare access and human connections.

Sven Gierlinger, Chief Experience Officer, Northwell Health

Ivan Pollard, Marketing & Communications Center Leader, The Conference Board

01:45 PM - 02:15 PM ET

Creating an Inspiring Fan Experience, Win or Lose, with the Ok…
The Oklahoma City Thunder basketball team can't guarantee a win every time -- but they can guarantee a customer experience for attendees and fans that … More

01:45 PM - 02:15 PM ET

Creating an Inspiring Fan Experience, Win or Lose, with the Oklahoma City Thunder

The Oklahoma City Thunder basketball team can't guarantee a win every time -- but they can guarantee a customer experience for attendees and fans that creates connection and cements loyalty. Hear how each employee becomes part of that experience, and what other sectors can learn from it.

Joy Joslin, Director, Guest Relations and Safety, Oklahoma City Thunder

02:20 PM - 02:50 PM ET

Case Study: How FORVIS Created a Culture Focused on "Unmatched…
How can a combination of equals, in one of the largest mergers in accounting history, come together with one mission and purpose to deliver industry-l … More

02:20 PM - 02:50 PM ET

Case Study: How FORVIS Created a Culture Focused on "Unmatched Client Experience"

How can a combination of equals, in one of the largest mergers in accounting history, come together with one mission and purpose to deliver industry-leading CX? For FORVIS, the answer centered on a shared purpose of helping those they serve unlock their full potential by "Delivering an Unmatched Client Experienceâ„¢." Learn how a remarkable culture building campaign - including a book - and unique client experiences led to a Net Promoter Score vaulting far above the industry average.

Gregory A. Cole, Chief Marketing Officer, FORVIS

Alice Grey Harrison, Managing Partner, AGH Communications Group

02:55 PM - 03:25 PM ET

Empowering Every Employee to Be an Experience Leader
Perhaps more than ever before, organizations understand that the employee experience is crucial to great customer experience. Gain practical examples … More

02:55 PM - 03:25 PM ET

Empowering Every Employee to Be an Experience Leader

Perhaps more than ever before, organizations understand that the employee experience is crucial to great customer experience. Gain practical examples of how organizations are using communications, technology, and flexibility to empower and inspire frontline employees.

Dea Fischer, Global Head of Culture & Communications, Squarespace

Mandy Mooney, Director of Internal Communications, Prologis

Danielle Badler, Program Director, Corporate Communications Strategy Council, The Conference Board

03:25 PM - 03:30 PM ET

Closing Remarks



… More

03:25 PM - 03:30 PM ET

Closing Remarks




Ivan Pollard, Marketing & Communications Center Leader, The Conference Board

03:35 PM - 04:00 PM ET

Networking Discussion: Challenges, Opportunities, and Takeaways
Connect with fellow CX leaders "face-to-face" via Zoom to share insights on challenges and opportunities for the coming year and takeaways from the fi … More

03:35 PM - 04:00 PM ET

Networking Discussion: Challenges, Opportunities, and Takeaways

Connect with fellow CX leaders "face-to-face" via Zoom to share insights on challenges and opportunities for the coming year and takeaways from the first day of the program.

Denise Dahlhoff, PhD, Director, Marketing & Communications Research, The Conference Board

Thursday, December 07, 2023

11:15 AM - 11:20 AM ET

Opening Remarks



… More

11:15 AM - 11:20 AM ET

Opening Remarks




Tom Grothues, Program Director, Customer Experience Council, The Conference Board

11:20 AM - 11:55 AM ET

New Relationships with Iconic Brands
Discover how some iconic brands - some with decades or a century of history - are revitalizing their customer relationships through new platforms, new … More

11:20 AM - 11:55 AM ET

New Relationships with Iconic Brands

Discover how some iconic brands - some with decades or a century of history - are revitalizing their customer relationships through new platforms, new communications channels, and new experiences.

Dawn Rodney, Chief External Affairs Officer, National Park Foundation

Amy Wigler, Vice President, Multiplatform Marketing and Content, PBS

Ivan Pollard, Marketing & Communications Center Leader, The Conference Board

12:00 PM - 12:40 PM ET

How Generative AI Will Reshape Customer Service, Marketing, an…
In this conversation with esteemed professor and author Erik Brynjolfsson, we’ll examine what impact generative AI has had in marketing, where generat … More

12:00 PM - 12:40 PM ET

How Generative AI Will Reshape Customer Service, Marketing, and Much More

In this conversation with esteemed professor and author Erik Brynjolfsson, we’ll examine what impact generative AI has had in marketing, where generative AI is headed, and how companies can plan for what comes next. Beginning with a study on the use of GenAI by customer-service agents, we'll consider how customer experience, employee experience, and productivity were improved and then discuss how enterprises and CX leaders should think about the great many other tasks that can be enhanced by this revolutionary technology. We'll also gain insight into some of the innovations expected ahead, some of which will make present-day capabilities resemble early steam engines. Questions from the audience – from understanding the big picture to seeking tactical advice – will be welcomed.

Erik Brynjolfsson, PhD, Jerry Yang and Akiko Yamazaki Professor and Senior Fellow, Stanford Institute for Human-Centered AI;, Director, Stanford Digital Economy Lab; and Author, The Second Machine Age

Denise Dahlhoff, PhD, Director, Marketing & Communications Research, The Conference Board

01:10 PM - 01:50 PM ET

Building Trust
Trust is the foundation upon which the customer experience and relationship rests. It is essential to establish, requires vigilance to maintain, and c … More

01:10 PM - 01:50 PM ET

Building Trust

Trust is the foundation upon which the customer experience and relationship rests. It is essential to establish, requires vigilance to maintain, and can be extraordinarily hard to rebuild if lost. Hear how trust is built and maintained during key moments in customer and patient journeys.

Jeanine Maier, Vice President, Consumer Experience, Kaiser Permanente

02:00 PM - 02:30 PM ET

Synergy over Silos: Lenovo's Organizational Strategy for Provi…
As companies once again brace for "techceleration," global CXOs are being asked to deliver game-changing insights to understand not only their custome … More

02:00 PM - 02:30 PM ET

Synergy over Silos: Lenovo's Organizational Strategy for Providing Better Experiences for All

As companies once again brace for "techceleration," global CXOs are being asked to deliver game-changing insights to understand not only their customers, but their users, their partners, and their employees.

In this session, we'll explore why the Lenovo Experience Group (LXG) was created to drive end-to-end focus on CX, UX, and EX-centric processes by daily generating personalized, holistic, and total experiences for all. Learn how centralizing survey feedback and research efforts across regions, products, and services/solutions has fostered organization-wide ownership of actions to drive continuous experience improvement.

Dilip Bhatia, Vice President, Chief Experience Officer, Lenovo

02:35 PM - 03:05 PM ET

Scaling up a Personal Relationship: How Edward Jones Connects …
How does an organization that relies on building personalized relationships with each of their customers scale that experience into a consistent brand … More

02:35 PM - 03:05 PM ET

Scaling up a Personal Relationship: How Edward Jones Connects Clients, Front-Line Advisors, and Brand

How does an organization that relies on building personalized relationships with each of their customers scale that experience into a consistent brand identity? In this conversation with Edward Jones' Tim Rea, learn how the enterprise strikes the right balance between establishing trust in their overall brand with making an individualized connection between each client and their financial advisor at the local-branch level. We will also explore increasing client expectations for an authentic, holistic experience that is supported by seamless technology.

Tim Rea, Chief Experience & Marketing Officer, Edward Jones

Jasmine Green, Vice President, Enterprise Customer Solutions and Enablement, Nationwide

03:05 PM - 03:15 PM ET

Closing Remarks and Discussion on Our Takeaways from the Confe…
We conclude the conference by again connecting with fellow attendees via chat to share key takeaways from the Ultimate CX conference. … More

03:05 PM - 03:15 PM ET

Closing Remarks and Discussion on Our Takeaways from the Conference

We conclude the conference by again connecting with fellow attendees via chat to share key takeaways from the Ultimate CX conference.

Tom Grothues, Program Director, Customer Experience Council, The Conference Board

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