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

June 2-3 2025 | The Camby, Phoenix, USA
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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
Chris Brahney
Chris Brahney
SVP Sales & Member Experience
Nuvision Credit Union
Jeffery Carson
Jeffery Carson
Vice President, Journey Analytics & Operations
Synchrony
Amit Mondal
Amit Mondal
VP & Head of Digital Analytics & Experimentation
American Express
John Rares Almasan
John Rares Almasan
Senior MD Head of AI & Emerging Technology
TIAA
David Eldred
David Eldred
Chief Experience Officer
Solarity Credit Union
Lindsey Ogan
Lindsey Ogan
Chief Marketing Officer
Stride Bank
Jonas Ng
Jonas Ng
Chief Operating Officer
KeyBank
John Almeida
John Almeida
Global Head of Wealth Management Industry Solutions
ServiceNow
Ralph Flamini
Ralph Flamini
Senior Manager WW Specialist
Amazon Connect
Kishore Korimilli
Kishore Korimilli
Senior WW Specialist
Amazon Connect
Adam Janes
Adam Janes
Senior Director Financial Services Solutions
Forsta
David Benavides III
David Benavides III
Head of Digital, Design & Member Experience
Alliant Credit Union
Marc Butterfield
Marc Butterfield
Head of New Product Development & Market Expansion
First National Bank of Omaha
Matthew Lehman
Matthew Lehman
Industry Principal
RingCentral
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