DAY 1 Wednesday | October 15

10:00 am - 10:30 am Check-In Opens

10:30 am - 10:45 am Exchange Orientation + Opening Remarks

10:45 am - 11:15 am CMP Research Signature Study | AI for CX: Presenting CMP Research Prism for Customer Analytics

Jordan Zivoder - Quantitative Research Lead, CMP Research

Companies are looking to better understand their customers so can serve them more proactively. That's one reason why 68% of companies are increasing investments in customer analytics tools. AI is expanding what analytics tools can do and better UX, ease of use, upgraded visualizations and more are helping analytics and Voice of Customer teams move beyond reactive data, like post-contact surveys. How should you differentiate customer analytics providers and what do marketplace trends suggest about this technology category? Learn more from CMP Research as it unveils its latest Prism for Customer Analytics Tools.

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Jordan Zivoder

Quantitative Research Lead
CMP Research

11:15 am - 11:45 am Keynote | The Humans beyond the Tech: The Future of Workforce-Driven CX

With billions spent annually on promotional activity, the stakes for getting personalization right in consumer packaged goods (CPG) have never been higher. In this session, Varun Khanna shares insights from his new AI venture focused on unlocking the true potential of customer data and personalization in the CPG space. Drawing on real-world examples from billion-dollar CPG promo budgets, Varun will break down how advanced forecasting, AI, and data analytics can radically improve promo efficiency and eliminate waste.

Key Takeaways:

How AI and data analytics are transforming product development and forecasting

The role of hyper-personalized promotions in driving ROI across the CPG industry

Lessons learned from implementing AI at scale within billion-dollar brands

Why now is the time to move beyond spreadsheets and embrace intelligent automation

This session is designed for decision-makers looking to activate smarter, AI-driven strategies for growth and efficiency in CPG and beyond.

11:45 am - 12:30 pm Lonestar Networking Brunch

12:30 pm - 1:30 pm Business Meetings


1:30 pm - 1:45 pm Comfort Break

1:45 pm - 2:15 pm Expert Inisghts | The Social Safety Balancing Act: Navigating Trust, Safety, and AI in CX

Nishtha Jain - Head of Innovation and Digital Technology, Takeda

As the digital world continues to evolve, the design of social platforms has far-reaching implications for user well-being, trust, and safety. In this forward-thinking keynote, Nishtha Jain examines the unintended consequences of current platform design and makes a compelling case for integrating safety as a core design principle. With the rise of generative and agentic AI accelerating user engagement and personalization, Jain explores the need for clearer accountability standards, including the potential for digital safety labels. Drawing from cross-industry examples and human-centered design approaches, this session challenges CX, UX, and technology leaders to prioritize trust, ethics, and user protection at the foundation of innovation.


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Nishtha Jain

Head of Innovation and Digital Technology
Takeda

In this fast-paced, TED-style session, three solution providers each take the stage for a focused 8โ€“10 minute talk.


Each spotlight highlights a real customer experience challenge - and the solution that made a measurable impact. Clear, concise, and results-driven.

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Paul Lima

Managing Partner
Lima Consulting

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James Brown

Messaging Relationships โ€“ Apple & Google
First Class Connection

2:45 pm - 3:15 pm Networking break

3:15 pm - 4:45 pm Business Meetings

4:45 pm - 5:00 pm Comfort Break


AI is everywhere โ€” but slapping tools onto broken processes isnโ€™t transformation. Itโ€™s window dressing. The real opportunity is rethinking how we design experiences that customers actually want, and employees are empowered to deliver.


This panel brings together leaders who have seen both the hype cycle and the hard lessons of tech-led change. Theyโ€™ll unpack what it really takes to make AI a value-driver for CX: modernizing journeys, protecting the human touch, and building growth engines instead of cost traps.


From deploying sentiment AI without killing empathy, to creating automation that respects cultural nuance, to upskilling teams into true CX designers, these leaders will show how to move past efficiency theater and deliver impact that lasts.


Discussion topics include:


Moving from service metrics to customer value while deploying emerging tech 


Operationalizing automation without betraying trust or personalization


Designing AI-driven experiences that adapt to cultural nuance


Building the workforce as CX innovators, not order-takers


Avoiding past mistakes: offshoring, over-automation, one-size-fits-all fixes


Crafting a customer-first (not CFO-first) AI strategy

AI is everywhere โ€” but slapping tools onto broken processes isnโ€™t transformation. Itโ€™s window dressing. The real opportunity is rethinking how we design experiences that customers actually want, and employees are empowered to deliver.

This panel brings together leaders who have seen both the hype cycle and the hard lessons of tech-led change. Theyโ€™ll unpack what it really takes to make AI a value-driver for CX: modernizing journeys, protecting the human touch, and building growth engines instead of cost traps.
From deploying sentiment AI without killing empathy, to creating automation that respects cultural nuance, to upskilling teams into true CX designers, these leaders will show how to move past efficiency theater and deliver impact that lasts.
Discussion topics include:
Moving from service metrics to customer value while deploying emerging tech 
Operationalizing automation without betraying trust or personalization
Designing AI-driven experiences that adapt to cultural nuance
Building the workforce as CX innovators, not order-takers
Avoiding past mistakes: offshoring, over-automation, one-size-fits-all fixes
Crafting a customer-first (not CFO-first) AI strategy

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Ginny Couvillon

Head of Client Services, US Wealth Management
UBS

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David Weisman

Chief Experience Officer
NYC Health + Hospitals

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Sarah Baker

Senior Director of Customer Experience
TodayTix

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Audrey Steeves

Content Analyst
Customer Management Practice

6:30 pm - 8:00 pm Cowboys and Champagne Welcome Reception