Agenda Day 1

7:30 am - 8:30 am Registration & Coffee

8:30 am - 8:35 am Welcome From The Producer

8:35 am - 8:45 am Chair's Opening Remarks

Bill Staikos - Chief Customer Officer, Be Customer Led
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Bill Staikos

Chief Customer Officer
Be Customer Led

8:45 am - 9:15 am Presentation: The Next Era of Customer Experience: Why Everything You Know About CX Is Changing and What Leaders Must Become Next

Zack Hamilton - CX Thought Leader & Author, Author of the Experience Performance System™

Customer Experience is at an inflection point. As emerging technologies rapidly reshape how organizations operate, many leaders are asking the question: How do we adopt AI? The better question is: How must Customer Experience evolve?




In this thought-provoking keynote, Zack Hamilton introduces a new framework for understanding the five evolutionary stages of Customer Experience from reactive service and measurement to operational performance, intelligent enterprises, and ultimately Adaptive CX. Attendees will discover why traditional CX practices are no longer enough, and the capabilities tomorrow's CX leaders must develop to remain indispensable.



This session isn't about replacing CX leaders with AI. It's about understanding why the CX profession is evolving, what comes next, and how today's leaders can help shape the future instead of reacting to it.



Understanding the five evolutionary stages of Customer Experience and why each emerged.



Discovering the capabilities that will separate tomorrow's most influential CX leaders from those left behind.



Uncovering a new framework for leading organizations to continuously learn, adapt, and improve.

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Zack Hamilton

CX Thought Leader & Author
Author of the Experience Performance System™

9:15 am - 9:45 am Sponsor Presentation: Turning Customer Feedback into Actionable Product Insights with AI Agents

Jon Bratton - Senior Director of Sales, unitQ

Discover how AI agents unify customer feedback from support tickets, app reviews, social media and surveys, combining it with product usage data to deliver real-time, actionable insights that drive better product decisions.

• Best practises for collecting, categorizing and analyzing thousands of customer feedback signals across multiple channels in real time 

• Connecting feedback with behavioral product data to uncover root causes and identify emerging issues faster

• Prioritizing product improvements based on what matters most to customers, enabling more informed and impactful decision-making.



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Jon Bratton

Senior Director of Sales
unitQ

9:50 am - 10:20 am 1:1 BUSINESS MEETINGS

10:25 am - 10:55 am 1:1 BUSINESS MEETINGS

9:50 am - 10:20 am Think Tank: Redefining CX Value in the Age of AI: What’s Worth It in 2026?
Natalie Telson - Staff Deployment Strategist - Product Management, Parloa

In today's environment of shifting expectations and tighter budgets, the key question is: what's actually worth it in CX? This interactive think tank will: 

• Challenge assumptions and explore what truly drives customer value in 2026 

• Explore which experiences matter most to which metrics still hold up

• Discuss trade-offs, ROI, and where to invest (or pull back) to make the 

biggest impact.



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Natalie Telson

Staff Deployment Strategist - Product Management
Parloa

10:25 am - 10:55 am Coffee & Networking

11:00 am - 11:30 am 1:1 BUSINESS MEETINGS

11:00 am - 11:30 am Think Tank: Elevating Human Touchpoints in an AI-first World
Zach Greco - Senior Director of Customer Experience, Floor & Decor

As AI takes on more volume, human interactions become more visible, and valuable. So, what can you be doing to empower human support teams to create standout moments, resolve issues quickly and build real connection when it matters most?

• Care vs Service: Understanding your customers priorities when they reach out or visit a store
• Designing "micro-delights" and memorable moments that drive emotional connection
• Empowering human agents and frontline staff with autonomy and discretionary spend to transform your service function into a care function
• Supporting and retaining talent as AI absorbs routine queries, increasing the complexity and pressure of human interactions
• Turning service into a loyalty engine that drives referrals

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Zach Greco

Senior Director of Customer Experience
Floor & Decor

Today's retailers have largely achieved omnichannel connectivity, yet many customer interactions remain fragmented. Consumers expect brands to remember their preferences, understand their intent, and provide consistent, personalized experiences whether they're shopping online, in-store, through mobile apps, social channels, or customer service.

This panel explores the evolution from omnichannel to omniconversation where every customer interaction becomes part of a continuous, context-aware conversation powered by AI, customer data, and intelligent automation. 

• Learn how conversational commerce, AI assistants, and unified customer intelligence are transforming discovery, purchasing, service, and loyalty while delivering measurable business outcomes.

• Harness the knowledge to move beyond disconnected touchpoints to create seamless, personalized experiences that strengthen customer relationships, increase conversion, and build long-term loyalty.



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Deepak Maheshwari

Senior Director of Engineering - Customer, Marketing & Loyalty Technology
Macy's

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Suri Mishra

Group Director of Omnichannel Insights & AI Acceleration
Walmart

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Hemanth Kumar

SVP - Intelligent Retail & CPG platforms
JK Tech

12:05 pm - 12:35 pm Sponsor Presentation: How to Build Voice AI Agents That Actually Work

Catheryn Li - CEO, Simple AI

Catheryn Li, Co-Founder & CEO of Simple AI, shares how her team designs, builds, and deploys enterprise-grade AI phone agents for iconic businesses like DoorDash and Omaha Steaks. In this masterclass, she'll walk through the real-world process:

• Getting started and writing effective evaluation frameworks to QAing conversations and cloning lifelike voices that align with your brand brand.

• Uncovering practical techniques and hard-won lessons from deploying production agents at scale that sound realistic and drive measurable business results.




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Catheryn Li

CEO
Simple AI

12:40 pm - 1:10 pm 1:1 BUSINESS MEETINGS

12:40 pm - 1:10 pm Think Tank: Quantifying the ROI of Customer Service to Reposition it from Cost Center to Value Creator
Ryan Smith - Vice President of Guest Experience & Operations, Ashley Furniture

In a world where AI drives the conversation around cost efficiency, many board rooms view customer care as the low hanging fruit. 

As pressure increases to replace headcount with AI-powered service chatbots and virtual agents, the conversation must evolve beyond simple cost-cutting, and instead focus on how customer care, not just transactional service, powers LTV and advocacy.

• Uncovering tried and tested tactics for quantifying not only the cost savings but the retention impact of your customer service channels to ensure continued investment in your strategy
• Linking service quality, speed and resolution metrics directly to LTV to prove customer service's measurable contribution to revenue and loyalty
• Demonstrating the strategic and capital risks of over-automation to ensure loyalty is not damaged and your brand is protected

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Ryan Smith

Vice President of Guest Experience & Operations
Ashley Furniture

1:10 pm - 2:05 pm Networking Lunch

2:05 pm - 2:35 pm 1:1 BUSINESS MEETINGS

2:05 pm - 2:35 pm Think Tank: Your Best Store Knows Something the Others Don’t. What If You Could Scale It?
Melissa Wong - CEO, Zipline
Retailers have never had more data about store performance. Most can quickly identify which locations are ahead of plan and which are falling behind. The harder question remains: why—and what should we do about it right now? Thousands of operational, behavioral, and environmental signals can influence a store's results, yet they're difficult to interpret consistently and often surface too late to change the outcome.

That's where AI creates a fundamentally new opportunity—not as another dashboard or general-purpose assistant, but as a way to connect performance outcomes with the behaviors driving them, identify meaningful signals earlier, and translate those signals into specific action for each store. 

- Where does your store performance gap really come from? How confident are you that your organization understands the behaviors and conditions actually driving the difference?

- How are you deciding what each store should do next today? Comparing the strengths and limitations of DM experience and instinct, standardized playbooks, BI and analytics, point solutions, and emerging AI approaches.

- What changes when intelligence becomes store-specific? 

- How do you move from insight to measurable impact? What would it take to connect a signal directly to an intervention, see whether it worked, and use that outcome to continuously improve what you recommend next? 

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Melissa Wong

CEO
Zipline

2:40 pm - 3:10 pm Panel Discussion: Empowering Frontline Teams with the Right Tools & Training to Achieve Service Quality Excellence

Laura Prideaux - Director, Retail Performance, David Yurman
Debra Sell - Vice President of Store Experience, Meijer, Inc.

As frontline roles grow more demanding and customer expectations continue to rise, physical store teams need tools and training that can reduce strain whilst elevating the service they can deliver. 

Join this session to learn tried and tested techniques for building a robust framework to ensure an empowered frontline of supported, informed, equipped and trained staff.

• Identifying key pain points for frontline teams to decide which tools would be most beneficial to their service delivery and guarantee engagement
• Rethinking the KPI structure of frontline teams to ensure CX is a priority, rather than an afterthought
• Integrating AI-driven tools thoughtfully to ensure frontline teams are not overwhelmed by the evolving tech stack 
• Driving associate productivity in-store through AI-powered tools such as associate copilots, assisted selling, endless aisle capabilities, task prioritization and real-time inventory lookup
• Creating a consistent, always-on service layer across channels so that customers can always access the same reliable information 
• Developing a robust hiring, development and incentivization plan that ensures adoption of processes and tools across your frontline

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Laura Prideaux

Director, Retail Performance
David Yurman

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Debra Sell

Vice President of Store Experience
Meijer, Inc.

3:10 pm - 3:40 pm Sponsor Presentation: Creating Smarter, More Proactive AI Agents to Maximize Your Customer Service Capabilities & Increase Employee Trust

Most retailers in 2026 use AI for customer service to handle simple, repetitive queries. But in an era where customers expect 24/7, efficient and accurate customer service, an evolution towards more robust, context-aware AI agents is no longer a choice, but a necessity.

• What does a truly proactive AI agent look like in retail?

• Evolving AI agent capabilities to predict and prevent issues before customers reach out

• Are most organizations architecturally ready for context-aware AI? How is legacy tech holding you back?

• Establishing monitoring and feedback loops to continuously refine AI accuracy and prevent hallucinations at scale

• Building employee trust in AI through transparency and predictable behavior




3:45 pm - 4:15 pm 1:1 BUSINESS MEETINGS

4:20 pm - 4:50 pm 1:1 BUSINESS MEETINGS

3:45 pm - 4:15 pm Think Tank: Improving Service Quality in Post Purchase to Maximize Retention
Lisa Feig - Senior Director of Customer Experience, Miller Knoll

The real hallmark of customer experience is one that is overlooked: post-purchase management. 


With delays, tracking issues, delivery hand-offs and friction-heavy returns processes presenting a myriad of challenges, many brands are resigned to blaming their partners - but with post-purchase presenting the single biggest barrier to repeat purchase and retention, how do you ensure your post-purchase journey drives loyalty rather than churn? 

• Rationalizing carrier set-ups to monitor performance and create better visibility of package journeys for agents and customers alike
• Designing easy, low-friction returns processes that delight the customer whilst streamlining operations for staff
• Developing digital tools – like try-on solutions – to improve customer satisfaction and reduce the role of post-purchase management
• Creating recovery workflows when carrier failures do occur to avoid churn

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Lisa Feig

Senior Director of Customer Experience
Miller Knoll

4:20 pm - 4:50 pm Coffee & Networking

4:55 pm - 5:25 pm Presentation: Turning First-Party Data into Action Points That Drive Seamless Omnichannel Journeys

Allegra Pedretti - Executive Director, Customer Experience Measurement, CVS Health

Retailers are rich in first-party data but poor in customer intelligence. Signals from surveys, reviews, service interactions, and social channels often sit in siloes - analyzed in isolation and rarely translated into action. 

This session explores how brands can unify fragmented feedback into a single intelligence layer that reveals real customer needs, exposes friction across the journey, strengthening loyalty and making retention faster and more cost-effective.

• Uncovering how to consolidate and automate feedback from multiple first party sources to create a unified view of customer needs and friction points 

• Leveraging categorization, tagging and pattern recognition to separate noise from high-impact issues at an individual and cohort level 

• Turning customer intelligence into clear, cross-functional actions that improve experiences, reduce friction, deepen loyalty and drive measurable change - with defined ownership and accountability to ensure those actions are implemented and deliver real impact

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Allegra Pedretti

Executive Director, Customer Experience Measurement
CVS Health

5:25 pm - 5:55 pm Roundtable 1: Conversational Search

5:25 pm - 5:55 pm Roundtable 2: Agentic Commerce
Melissa Dusendang - Head of Customer Experience, Shefit
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Melissa Dusendang

Head of Customer Experience
Shefit

5:25 pm - 5:55 pm Roundtable 3: AI Guardrails & Hallucinations

5:55 pm - 6:25 pm Presentation: Bricks, Mortar & Their Foundations: Revisiting the Fundamentals of Customer Excellence in Physical Retail

Stuart Slomberg - Chief Retail Officer, Road Runner Sports

Customers don't visit stores to analyze the tech stacks and AI capabilities of their favorite brands – they come for memorable experiences which 

leave them satisfied and excited to return.

By revisiting the oft overlooked fundamentals of customer excellence brands can tap into what customers truly care about and answer the question that every retailer is asking: How does physical retail keep itself relevant and converting in an age of AI? 

• Getting the fundamentals right: delivering consistent, high-quality in-store experiences that drive conversion and loyalty

• Moving beyond products and price to compete on emotion and loyalty 

• Enabling store staff to better identify customer intent and tailor interactions to drive conversion and loyalty

• Leveraging in-store technology to anticipate needs, personalize experiences in real time, and capture customer data that drives repeat visits

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Stuart Slomberg

Chief Retail Officer
Road Runner Sports

6:25 pm - 6:30 pm Chair's Closing Remarks

Bill Staikos - Chief Customer Officer, Be Customer Led
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Bill Staikos

Chief Customer Officer
Be Customer Led

6:30 pm - 8:30 pm Drinks Reception