Agenda Day One

6:30 pm - 8:30 pm PRE-EVENT NETWORKING DRINKS RECEPTION

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7:30 am - 8:30 am REGISTRATION, BREAKFAST AND NETWORKING

8:30 am - 8:35 am PROGRAM DIRECTOR'S WELCOME

Callum O'Brien, Program Director, CX USA Exchange 2026

8:35 am - 8:45 am CHAIR'S OPENING REMARKS

Michela Brooks - Consultant, Temple & Theory
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Michela Brooks

Consultant
Temple & Theory

8:45 am - 9:15 am KEYNOTE PRESENTATION: AI THAT MATTERS: MOVING FROM EXPERIMENTS TO EVERYDAY IMPACT

TS Balaji - Vice President of Digital & Customer Experience, Cox Communications

AI is everywhere, but most implementations fail to deliver. This keynote will cut through the noise and show how organisations are successfully embedding AI into everyday customer experiences.


• Identifying the use cases that actually scale.

• Ensuring ROI is visible across the business.

• Keeping the human touch where it matters most.


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TS Balaji

Vice President of Digital & Customer Experience
Cox Communications

9:15 am - 9:45 am PRESENTATION: ARCHITECTING A GLOBAL CUSTOMER EXPERIENCE IN THE AGE OF AGENTIC AI

Heather Morgan Shoemaker - Chief Executive Officer, Language I/O

As AI becomes central to customer support, the real challenge is not automation, but preserving the human connection customers expect.


In this workshop, Heather Shoemaker explores how AI can reduce agent friction, prevent burnout and scale global support without replacing the people at the heart of the experience. While research from MIT shows the nearly 95 percent of AI initiatives fail to deliver real business value, this session focuses on how to be in the five percent that succeed by designing AI around what matters most: better customer experiences, more efficient and confident agents and measurable results. The session showcases the most effective AI enhances human connection rather than competes with it.





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Heather Morgan Shoemaker

Chief Executive Officer
Language I/O

1:1 BUSINESS MEETINGS

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

THINK TANK: FROM DATA TO DECISIONS: CX THAT MOVES AT CUSTOMER SPEED

8:00 am - 8:30 am THINK TANK: FROM DATA TO DECISIONS: CX THAT MOVES AT CUSTOMER SPEED

Customers don’t wait and neither should your data. Learn how real-time behavioral insight turns fragmented journeys into decisive, human-centric experiences that drive measurable growth.

· Why lagging data creates missed moments, broken journeys, and slow CX decisions
· Moving from post-journey analysis to in-journey experience optimization
· Real examples of how brands accelerate growth by acting at customer speed

The fastest-growing brands aren’t guessing what customers want next, they’re responding while it still matters.



1:1 BUSINESS MEETINGS

10:50 am - 11:20 am 1:1 BUSINESS MEETINGS

1:1 BUSINESS MEETINGS

11:25 am - 11:55 am 1:1 BUSINESS MEETINGS


THINK TANK: VOICE CHANNELS FROM HIDDEN RISK TO CX OPPORTUNITY

11:25 am - 11:55 am THINK TANK: CALL TO ACTION: DESIGNING AN OPTIMIZED CALL ESCALATION STRATEGY
Mike Pappas - Chief Executive Officer and Co-Founder, Modulate

Every customer call carries unique levels of risk, urgency, and complexity; however, too often escalation decisions either overload senior staff or frustrate customers with long handle times. This interactive workshop will walk through three real-world call scenarios to explore how to balance caller context, agent expertise, and AI/IVR coverage when determining escalation paths.

Through group discussion and scenario mapping, attendees will examine the tradeoffs of escalating too early versus too late and learn how to tune systems for smarter, faster outcomes.

Takeaways: Learn how optimized escalation reduces costs, cuts call times, alleviates agent attrition, and boosts customer satisfaction. Walk away with actionable frameworks for building escalation strategies that connect the right callers with the right agents—quickly, accurately, and without unnecessary friction.



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Mike Pappas

Chief Executive Officer and Co-Founder
Modulate

12:00 pm - 12:30 pm NETWORKING BINGO

This icebreaker activity aims to engage learners in adynamic networking session while encouraging themto discover commonalities and differences in their
career journeys. The bingo cards are designed to spark conversations, promote networking, and create a lively atmosphere for participants to learn more about each other

12:30 pm - 1:00 pm PRESENTATION: CUSTOMER JOURNEYS ARE SHIFTING MAKE EVERY INTERACTION COUNT

Allyson Morena - Director of Client Insights & Strategy, Verint

Customer journeys are no longer linear, their starting point is continuouslyshifting. Every interaction matters. This session explores how AI and Voice of the Customer (VoC) insights help organizations orchestrate journeys and anticipate friction before it becomes a struggle, ensuring seamless conversions at critical moments.

• Emerging Trend: AI + VoC combine to eliminate friction and boost conversions.

• Best Practice: Anticipate and prevent friction through real-time orchestration.

• CX Tools: Modern platforms turn feedback into immediate action across channels.




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Allyson Morena

Director of Client Insights & Strategy
Verint

1:05 pm - 1:55 pm NETWORKING LUNCH BREAK

1:55 pm - 2:25 pm 1:1 BUSINESS MEETINGS

1:55 pm - 2:25 pm THINK TANK: THE ROI GAP IN MODERN CX: TURNING SPEND INTO BUSINESS PROOF
Suzi Bentley-Tanner - Partner, Gate One Consulting

AI, data and personalisation promise step-change improvements in customer experience, yet many CX leaders still struggle to answer the board’s simplest question: what has this actually changed?

This think tank explores why traditional CX ROI models break down, and how leading organisations are reframing ROI around decisions, behaviours and trust, not just metrics and dashboards.Through peer discussion, we’ll identify practical ways CX leaders can connect investment to outcomes that resonate at board level



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Suzi Bentley-Tanner

Partner
Gate One Consulting

2:30 pm - 3:00 pm 1:1 BUSINESS MEETINGS

2:30 pm - 3:00 pm THINK TANK: SCALING AI IN CUSTOMER CARE: FROM CONTAINMENT TO CONFIDENCE
Tom Trozzo - Enterprise Data Leader, IBM
Richard Theodore - AI, Analytics & Business Automation Leader, IBM

AI has been in the contact center for years, yet results remain limited: low containment, frustrated customers, overwhelmed agents, and stalled adoption due to trust and security concerns. The problem isn’t AI,  it’s the absence of orchestration.

This Think Tank examines how multi-agent orchestration transforms fragmented AI into a coordinated CX system, powering intuitive multimodal interactions, augmenting human agents, and driving real resolution at scale. It also addresses the critical barrier to adoption: trust. By embedding governance, security, and traceability at the core, orchestrated AI enables leaders to move decisively from pilots to enterprise impact. After this session, you’ll clearly see how to:

Drive real AI impact across customer care, not just pilots
Shift CX from reactive to predictive while empowering human agents
Scale agentic AI with governance and trust by design



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Tom Trozzo

Enterprise Data Leader
IBM

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Richard Theodore

AI, Analytics & Business Automation Leader
IBM

3:05 pm - 3:35 pm ROUNDTABLE: DESIGNING PERSONALIZATION THAT FEELS HELPFUL, NOT INTRUSIVE
Customers want relevance, but they don’t want to feel tracked. This discussion explores how to strike the right balance across industries.

3:05 pm - 3:35 pm ROUNDTABLE: SIMPLYFYING PERSONALIZATION TO SCALE ACROSS COMPLEX OPERATIONS
Operational complexity is the biggest barrier to delivering consistent experiences. Leaders will share how they’re scaling personalization without
overwhelming their teams.

3:05 pm - 3:35 pm ROUNDTABLE: MAKING PERSONALIZATION CONSISTENT ACROSS EVERY CHANNEL
Customers expect brands to know them everywhere; not just in one touchpoint. This roundtable focuses on creating joined-up personalization across the whole journey.

3:35 pm - 4:05 pm PRESENTATION: CLOSING THE CRITICAL INSIGHTS GAP BETWEEN YOU AND YOUR CUSTOMERS

Skai Kang - VP of Customer Success, unitQ
Dana Infante - Chief of Staff, DraftKings
Customers experience your products and services in real-time, yet most organizations learn about issues weeks or even months later. This critical insights gap allows problems to escalate into major customer escalations, revenue loss, operational strain, and brand damage. While customers encounter friction instantly, internal teams remain a step behind, relying on delayed signals and incomplete dashboards.

This session shows how leading companies are closing that gap by detecting problems earlier, surfacing friction traditional tools miss, and aligning Product, Engineering, CX, and Operations around a shared, real- time view of the customer experience.


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Skai Kang

VP of Customer Success
unitQ

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Dana Infante

Chief of Staff
DraftKings

4:10 pm - 4:40 pm 1:1 BUSINESS MEETINGS

4:10 pm - 4:40 pm THINK TANK: SEPERATING HYPE FROM REALITY IN AI
Sarah Baker - Senior Director of Customer Experience, TodayTix Group

AI is full of bold promises, but only some projects create real value. This discussion will benchmark what’s actually working and where organisations are hitting roadblocks.

• Evaluating practical AI use cases.
• Sharing lessons from failed pilots.
• Agreeing on where to invest next

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Sarah Baker

Senior Director of Customer Experience
TodayTix Group

4:40 pm - 4:50 pm COFFEE & NETWORKING

5:25 pm - 5:55 pm PRESENTATION: HOW TO BUILD VOICE AGENTS THAT ACTUALLY WORK

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: from getting started and writing effective evaluation frameworks to QAing conversations and cloning lifelike voices that align with a brand. You’ll learn practical techniques and hard-won lessons from deploying production agents at scale that sound realistic and drive measurable business results.

Personalization often becomes overcomplicated, leading to inconsistency. This closing session explores how to focus on what works and make it
sustainable.

• Removing unnecessary friction from delivery.

• Choosing automation vs. humanization wisely.

• Building models that scale across industries.
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Matt Prainito

Managing Director - Airport Operations
Alaska Airlines

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Sree Sreedhararaj

Chief Technology Officer
Ipsy

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Natalie Barnes

VP of Product Management & Product Design
Zumba

6:25 pm - 6:30 pm CHAIR'S CLOSING REMARKS

Michela Brooks - Consultant, Temple & Theory
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Michela Brooks

Consultant
Temple & Theory

6:30 pm - 8:30 pm DRINKS RECEPTION