Day 1 | Wednesday, August 14


9:00 am - 9:00 am MDT Check-In Opens & Breakfast

Upon arrival, you'll be greeted by our friendly staff at the check-in desk with your personalized welcome packet! Help yourself to some breakfast and coffee available in the general session foyer.

To get us started, we'll provide some helpful guidance to navigate your CCW Exchange personalized itinerary. Orient yourselves with the format of an Exchange and learn tips and tricks on how to enhance your on-site experience. We'll conclude with an icebreaker activity - and prize giveaways!

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Nicoletta Karpathios

Deputy Divisional Director, CMP Exchange
Customer Management Practice

9:50 am - 10:10 am MDT The Self-Directed Customer: Changing Customer Expectations & How to Meet Them

Jordan Zivoder - Quantitative Research Lead, CMP Research, Customer Management Practice

Consumer and customer preferences are changing around service and demand for self-service experiences is on the rise. In this session, hear key findings from CMP Research's latest inquiry into changing customer expectations and keys to success for self-service in a world where the technology and AI landscape evolves daily.



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Jordan Zivoder

Quantitative Research Lead, CMP Research
Customer Management Practice

Imagine a future where AI seamlessly enhances both agent assistance and client interactions within contact centers. However, amidst this technological revolution, critical questions arise: How do we navigate the complex regulatory landscape? How do we ensure that AI aligns with and exceeds customer expectations?

  • Explore the evolving landscape of contact center operations, particularly the deployment of AI in both agent and client interactions
  • Gain insights into the regulatory challenges and considerations surrounding AI deployment
  • Understand the strategic implications of technology choices and their impact on contact center operations and efficiency

Join our esteemed Ad Board members as we dive deep into these pressing issues, uncovering actionable strategies to not just survive, but thrive, in the rapidly evolving contact center landscape.

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Geoffrey Burbridge

EVP, Head of Truist Care Centers
Truist

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Jaysa Boyer

Head, Employer Engagement
Ultimate Medical Academy

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Mario Matulich

President
Customer Management Practice

10:45 am - 11:50 am MDT 1:1 Pre-Scheduled Meetings

Please check your 1:1 personalized itinerary located under "My Meetings" in the mobile app to see what's happening now.

11:45 am - 12:45 pm MDT Welcome Lunch


Roundtable A

12:45 pm - 1:30 pm From Proposal to Approval: Strategies for Securing Stakeholder Support
Kacey Felila Tolua - Senior Director, CEC Technology-Center of Excellence Products & Infrastructure, Marriott International

In this interactive discussion, participants will uncover effective strategies and tactics for gaining executive approval, whether for implementing cutting-edge technology, spearheading transformative projects, or driving organizational change. Attendees will share challenges, effective communication strategies, and best practices for building consensus and aligning priorities with executive leadership.

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Kacey Felila Tolua

Senior Director, CEC Technology-Center of Excellence Products & Infrastructure
Marriott International

Roundtable B

12:45 pm - 1:30 pm BPO 2.0: How to Navigate Evolving BPO Partnerships
Fred Kleiman - Vice President, Customer Service, Direct to Consumer, The Tennis Channel

Drawing from real-world experiences, this discussion will address the challenges of maintaining consistency and alignment across diverse BPO partners while fostering cultural synergy and brand affinity. Participants will share strategies for maximizing the ROI of BPO partnerships, emphasizing the crucial role of mutual investment and engagement.

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Fred Kleiman

Vice President, Customer Service, Direct to Consumer
The Tennis Channel

Business Meetings

1:30 pm - 3:00 pm 1:1 Pre-Scheduled Meetings

Please check your 1:1 personalized itinerary located under "My Meetings" in the mobile app to see what's happening now.

Table Topics

1:30 pm - 3:00 pm Informal Meet Ups

Don't have a meeting? Take a seat for an informal meetup to discuss various aspects of customer engagement and optimization strategies. Topics will be provided to spark conversation.

3:00 pm - 3:30 pm MDT Networking Break: The Energizer

Re-charge and power up your networking game! Take some time to relax while enjoying brain-boosting snacks designed to energize and inspire.

MasterClass A

3:30 pm - 4:00 pm How to Drive Engagement for Enterprises: Generative AI + Knowledge AI
Niki Lotte - Director of Product Marketing, Uniphore
Cristopher Kuehl - Vice President, Artificial Intelligence & Data Science, Akkodis

As companies are looking to transform their operations with AI, one of the areas that is gaining more importance is in employee experience transformation. Employees have long used archaic technologies and processes while the demands on their work have only gotten bigger. With the effective use of AI, employees can deliver a better performance and realize greater efficiency.


Join this session with Uniphore to learn how two enterprises and Akkodis uses AI to deliver a much better employee experience.



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Niki Lotte

Director of Product Marketing
Uniphore

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Cristopher Kuehl

Vice President, Artificial Intelligence & Data Science
Akkodis

MasterClass B

3:30 pm - 4:00 pm Lowering Cost Without Costing Your Brand in 2025 & Beyond: Challenges with AI, AR, CX and Traditional BPO
Scott Frost - President, Clear Harbor
Noel Gartman - CEO/Advisor, Targapoint/Clear Harbor

As AI, AR remote assistance and other initiatives to reduce costs are introduced, there are substantial risks to customer loyalty. Traditional CX and BPO related models need to change, in order to protect your brand, avoid costly pitfalls and develop profitable revenue. This session will cover the implications, challenges and strategies to address the perfect storm of these technologies colliding with existing CX, traditional BPO models and agent development methodologies for customer service in 2025 and beyond.



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Scott Frost

President
Clear Harbor

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Noel Gartman

CEO/Advisor
Targapoint/Clear Harbor

4:05 pm - 4:25 pm MDT Keynote | Change-Leadership: Strategies to Future-Proof the Contact Center

Kim Smith - Vice President, Digital and Direct Channels, IHG Hotels and Resorts

Executives across various industries face the pressing need to revamp traditional contact center operations. How can organizations effectively harness AI and cultivate a culture of innovation to reshape contact center operations and meet the evolving needs of today's guests?

Join us as we explore IHG Hotels' transformative journey, uncovering actionable insights and strategies for driving consumer-centric transformation in the hospitality industry.

Key Takeaways:

  • Gain insights into the foundational shifts in mindset, culture, and leadership that are essential for driving meaningful transformation
  • Explore strategies for incorporating automation, personalization, and digital technologies to align with evolving customer preferences
  • Gain actionable strategies for navigating the journey toward consumer-centricity and operational excellence
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Kim Smith

Vice President, Digital and Direct Channels
IHG Hotels and Resorts

4:25 pm - 4:45 pm MDT Keynote | Elevate Customer Support with Responsible AI: Lessons from Microsoft

Rajamma Krishnamurthy - Senior Director, Leader Enterprise AI, Microsoft

Organizations are increasingly turning to artificial intelligence (AI) to drive transformation and deliver value across various functions. As the Senior Director of Enterprise AI at Microsoft, Rajamma leads the charge in implementing responsible AI practices and enhancing customer support through innovative strategies.

This presentation and QA will challenge insights and experiences from the forefront of AI transformation in enterprise settings, focusing on the critical role of responsible AI in customer support content creation. From assembling diverse teams to streamlining ethical considerations and conducting responsible AI impact studies, Rajamma will delve into the methodologies and best practices employed in Microsoft's AI Center of Excellence.


Key Takeaways:

  • Practical insights into implementing responsible AI initiatives and optimizing customer support operations
  • Address key considerations for leveraging AI in customer-facing and employee-facing functions
  • Emphasis on transparency, inclusivity, and ethical decision-making in AI adoption and content creation
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Rajamma Krishnamurthy

Senior Director, Leader Enterprise AI
Microsoft

In today's rapidly changing landscape, maximizing support efficiency requires harmonizing humans with AI. How can organizations effectively leverage these tools to enhance CX while optimizing operational processes and creating value? Join us as we address the inherent challenges in articulating and quantifying value propositions while exploring new approaches for driving operational excellence and delivering exceptional service in the digital age.

Key Takeaways:

  • Understand the challenges of repurposing, restructuring and driving cultural change to embrace digital transformation initiatives
  • Explore actionable approaches for enhancing agent performance and productivity in an AI-enabled environment
  • Discover best practices for optimizing global workforce operations to meet evolving customer expectations


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Richa Diwan

Senior Director, Value Office
Walgreens Boots Alliance

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Keisha Willis

Head of Consumer Care, Quality Intelligence
AARP

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Casey MacMillan

Senior Director, Former Resident Care
RPM Living

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Dave Cotter

Senior Account Executive
Cognigy

5:15 pm - 5:30 pm MDT UnWine'd Comfort Break

It's just about five-o-clock, or maybe wine-o-clock. Take a few moments to relax with a glass of wine as we transition into roundtable groups!

Roundtable A

5:30 pm - 6:15 pm Assembling a Winning Omnichannel Team
Ian Tempro - Chief Operating Officer, IA Solutions

Create a dynamic and forward-thinking omnichannel team that is equipped to handle the ever-changing expectations of customers. Understand the importance of cross-functional collaboration and knowledge sharing in a multidisciplinary team. Examine the vital role technology plays in facilitating immediate customer support and interaction.

Key Takeaways:

  • Best practices for integrating efforts across departments to ensure cohesive and effective strategy
  • Strategies for assembling a successful omnichannel team, integrating multi-channel expertise for a competitive edge
  • Advice on how to create a unit that's as responsive as it is innovative in meeting customer needs
  • Proven ways to synchronize diverse talents to revolutionize customer engagement
  • A guide to integrating varied skills for a cohesive and successful strategy


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Ian Tempro

Chief Operating Officer
IA Solutions

Roundtable B

5:30 pm - 6:15 pm Self-Service Optimization Strategies
Jordan Zivoder - Quantitative Research Lead, CMP Research, Customer Management Practice

more details on the way!



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Jordan Zivoder

Quantitative Research Lead, CMP Research
Customer Management Practice

6:30 pm - 8:30 pm MDT Networking Reception | Jazz & Jubilee at Justine's: An Evening in the French Quarter

Enjoy a unique blend of Parisian elegance and Southern charm as you network with fellow attendees. Savor delectable cuisine, sip on classic French cocktails, and soak in the vibrant atmosphere of this award-winning restaurant. This is the perfect setting to make lasting connections and celebrate our time together. Don’t miss out on this enchanting experience!