The Invitation-Only Meeting for Customer Experience Executives in Banking, Financial Services, and Insurance in North America

June 02 - 03, 2025 | The Camby, Phoenix, USA

Speakers

Chair


Michelle Levister Bozeman
Michelle Levister Bozeman
Executive Advisor, Consultant & Coach
TBW Enterprises

Meet the 2025 Speaker Faculty


Chelsea Lawley
Chelsea Lawley
Managing Director, Digital Analytics
Charles Schwab
Kristin Bundy
Kristin Bundy
Director Client Service & Support
Charles Schwab
James Legeman
James Legeman
Head of Customer Experience
Pacific Life
Abhimanyu Singh
Abhimanyu Singh
SVP Digital Commerce
Truist
Smita Bhatnagar
Smita Bhatnagar
Director Strategy & PMO
Affirm
Sharby Kennard
Sharby Kennard
Director EB Customer Experience
Voya Financial
Jason Lazzerini
Jason Lazzerini
EVP Chief Digital Officer
Central Pacific Bank
David Hall
David Hall
SVP, Director Digital Experience, Innovation & Technology
Bank of Hawaii
Chris Brahney
Chris Brahney
SVP Sales & Member Experience
Nuvision Credit Union
Jeffery Carson
Jeffery Carson
Vice President, Journey Analytics & Operations
Synchrony
David Benavides III
David Benavides III
SVP Head of Consumer Digital Servicing & Capabilities
KeyBank

2023 Speakers


Jonas ng
Jonas ng
Chief Operating Officer
Laurel Bank
Sapana Nanuwa
Sapana Nanuwa
Chief Marketing Officer
Galway Holdings
Cecilia Tamez
Cecilia Tamez
Chief Strategy Officer
Euronet
Natasha Franzen
Natasha Franzen
Global Head of Virtual Shopping
Klarna
Irina Long
Irina Long
SVP, Customer Experience Research & Analytics
Citizens Banks
Camilla Morais
Camilla Morais
SVP of Operations 
Brex
Nichole Lecher
Nichole Lecher
VP of Client Journeys
Northwestern Mutual
Vivian Husband
Vivian Husband
VP of Customer Experience
Blue Shield of California
Anju Gupta
Anju Gupta
Vice President, Data Science and Analytics
Northwestern Mutual
Ben Easaw
Ben Easaw
Managing Director, Digital Experience Design
Cetera Fiancial Group
David Neves
David Neves
VP of Digital Marketing
Prudential Financials
Sean Albertson
Sean Albertson
Director of Client Experience Measurement & Analytics
Charles Schwab & Co., Inc.
Tiffany Raymond
Tiffany Raymond
Head of Global Customer Advocacy
PayPal
Matthew Lehman
Matthew Lehman
Industry Principal
RingCentral
Parin Kothari
AVP, Digital Transformation
Manulife