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ONE BADGE. TWO EVENTS.

Bank Customer Experience (BCX) Summit will be co-located with the Interactive Customer Experience (ICX) Summit which runs Sept. 11-13. While BCX Summit does not officially start until 1:oo PM on Sept. 12, you are welcome to come early and participate in ICX Summit sessions throughout the event at no additional cost.

Below is a combined agenda for the two events.

icx23bcx_stacked

Bank Customer Experience Summit 2023 | Agenda At-A-Glance

TUESDAY // SEPTEMBER 12, 2023
10:30 AM Registration Opens
12:00 PM Lunch (for all attendees)
1:00 PM Keynote Session
2:15 PM Breakout Sessions
3:15 PM Breakout Sessions
4:15 PM Breakout Sessions
5:00 PM Awards Presentation
5:30 PM Cocktail Reception & Dinner Party
WEDNESDAY // SEPTEMBER 13, 2023
8:00 AM Breakfast (for all attendees)
9:00 AM General Session
10:15 AM Breakout Sessions
11:15 AM General Session
12:00 PM Lunch (for all attendees)
1:00 PM Breakout Sessions
2:00 PM General Session
3:00 PM Summit Adjourns

Interactive Customer Experience Summit 2023 | Agenda At-A-Glance

MONDAY // SEPTEMBER 11, 2023
12:00 PM Registration Opens
1:30 PM ICX Tours
5:00 PM Keynote Session
6:00 PM Welcome Reception
TUESDAY // SEPTEMBER 12, 2023
7:30 AM Breakfast (for all attendees)
8:00 AM Keynote Session
9:15 AM Breakout Sessions
10:15 AM Breakout Sessions
11:15 AM Breakout Sessions
12:00 PM Lunch (for all attendees)
1:00 PM Keynote Session
2:15 PM Breakout Sessions
3:15 PM Breakout Sessions
4:15 PM Breakout Sessions
5:00 PM Awards Presentation
5:30 PM Dinner Party
WEDNESDAY // SEPTEMBER 13, 2023
8:00 AM Breakfast (for all attendees)
9:00 AM General Session
10:15 AM Breakout Sessions
11:15 AM General Session
12:00 PM Lunch (for all attendees)
1:00 PM Breakout Sessions
2:00 PM General Session
3:00 PM Summit Adjourns

AGENDA

Full combined agenda for ICX Summit & BCX Summit

Agenda 2023


Monday // September 11, 2023
| ICX Summit: Registration Opens
All attendees, sponsors and speakers must check in at the registration desk and pick up a name badge. Please wear your badge at all times during the Summit.
| Offsite Event

Join us as we explore retail locations in Charlotte that offer state-of-the-art customer experiences:

  • Tour 1: NASCAR Hall of Fame
    Spread across an area of 150,000-square-feet, this sprawling facility boasts ultra modern equipment and sophisticated amenities dedicated to NASCAR and auto racing. The Hall of Fame has a special exhibition hall that displays artifacts that give you detailed information on car racing. It also has specialized simulator rides and interactive displays that further add to the experience.
  • Tour 2: Honeywell’s Customer Experience Center (CXC)
    Honeywell’s Customer Experience Center (CXC) truly demonstrates everything that Honeywell has to offer – by really showing their many solutions in action. With a full spectrum of immersive and interactive technologies, their CXC utilizes the Hyro platform to show Honeywells numerous ‘invisible’ products in action. It makes the unseen, truly visible. Must be registered for the Summit by September 5th to attend this tour stop.
  • Tour 3: The BOplex | Bojangles Entertainment Complex
    The Bojangles Entertainment Complex (BOplex) is an entertainment and sports complex that holds two separate venues, Ovens Auditorium and Bojangles Coliseum. Since opening, the venues have hosted nearly 19,000 events collectively. The BOplex guest experience is better than ever following a $20 million construction project that officially unified the two venues as one complex in 2021.
| Welcome & Opening Remarks
Host
Cherryh Cansler
VP of Events
Networld Media Group
| Opening Keynote
Arman Oganesyan, co-founder of Dave’s Hot Chicken and Jim Bitticks, President and COO of Dave’s Hot Chicken, will discuss the marketing innovation and brand transformation of the humble parking lot pop-up to entering the metaverse. The strategic duo will explore how social media fuels explosive brand growth and showcase the synergy of marketing and operations, amplifying guest satisfaction. Leveraging an authentic following and cult-like fandom, the brand looks to the future, including stepping into the Metaverse, AI-driven order accuracy solutions, and streamlined kitchen technology, all with the consumer experience top of mind.
Keynote Speakers
Jim Bitticks
President & COO
Dave's Hot Chicken
Arman Oganesyan
Co-Founder & CBO
Dave's Hot Chicken
| Networking Event
Get to know the other attendees during our cocktail hour which includes live music and appetizers.
Tuesday // September 12, 2023
| ICX Summit: Registration & Breakfast

Be sure to check in at the registration desk and pick up your name badge if you haven't already.

Grab some breakfast in the foyer and join us in the ballroom.

| Opening Remarks
| Keynote Session
Mark Stutzman, Chief Technology Officer of AREA15, will discuss how data is used to improve the customer experience and guest journey in the immersive entertainment industry. Utilizing data analysis, insights, and real time integration between systems to enhance every stage of the guest journey, from initial brand awareness to post-purchase follow-up, AREA15 tailors interactions based on behaviors and preferences. Leveraging data to meet the customer's needs and desires in real-time and after a visit to improve customer satisfaction, loyalty, and advocacy, ultimately leading to increased revenue and repeat visitation.
Keynote Speaker
Mark Stutzman
Chief Technology Officer
AREA15
| Refreshment Break
| ICX Summit

Few will argue that AI is the future of customer experience, but many organizations don't know where to begin. This session will teach you how to integrate AI tools and robotics, including:

  • Identifying basics needed for IOT integration, i.e. “I’ve never tried integrating my POS with a customer database, what is this? How can a GuideBot perform a basic function like checking a guest into a table and taking them to their seat, basic food delivery, etc.”
  • Intermediate integrations for more personalized customer experiences. Think: recognizing frequent customers and the tableside screen giving recommendations based on past purchases or guests speaking to a robot to check-in and it being pre-programmed with frequently asked questions it can answer verbally.
  • Full soup-to-nuts integration, including AI deciding the best items to promote based on margins, seasonal sales, preferences for each individual customer, etc.
Panelists
Justin Bartek
Vice President of Marketing
Dog Haus Worldwide
Elad Inbar
Founder & CEO
RobotLAB
Steve Lieber
VP Franchise Business Development
BurgerFi
Moderator
Daniel Brown
Editor
Digital Signage Today
Presented by RobotLAB
| ICX Summit

Tech-savvy customers expect a seamless experience, no matter how they interact with your company. That means your employees need to be equipped with the tools and training they need to deliver that experience.

In this panel, we'll explore the importance of investing in technology that not only helps train and communicate with your team but how it simplifies the jobs of employees, allowing them to offer a higher level of hospitality.

Our panelists will share their insights on how to create a tech-savvy customer experience that your employees can deliver with confidence.

Panelists
Kristi Carlson
VP of Ecommerce, Marketing & Data Warehouse Technologies
Kendra Scott
Amy Hom
Chief Operating Officer & Chief People Officer
Bluestone Lane
Sarah Rigsbee
Chief Financial Officer
Farmer's Fridge
Moderator
Shelly Chandler
Founder & Principal Strategist
EvolveCX Consulting
| Refreshment Break
| ICX Summit

Artificial intelligence alone doesn’t ensure quality customer experiences (CX). The most e-mpathetic solutions require AI and IA—intelligent agents. AI for streamlined service. IA for compassionate care. The two complement each other, resulting in improved performance, repeat business and increased revenue. Find out how you make that combination a winning one for your business.

Panelists
Dan Fisher
Call Center Operations Director
Toyota Connected
Michael Pace
Vice President, Global Member Services & Operations
Virgin Pulse
Mehdi Zarhloul
CEO
Crazy Pita Restaurant Group
Moderator
Gary Ash
Senior VP Business Development
Working Solutions
Presented by Working Solutions
| ICX Summit
The metaverse market will reach nearly $800 billion by 2024, and mixed/extended reality (XR) is driving it, according to Bloomberg Intelligence. Considering that recent research revealed that nearly 64% of all consumers have purchased a virtual good or taken part in a virtual experience or service in the past year, brands must meet their consumers in the metaverse. But how do they do that? What is an NFT? What is the cost? Is it worth it? These are just a few questions that will be addressed.
Panelists
David Kepron
Founder & Owner
NXTLVL Experience Design
Melissa Li
Head of Community
Dorm Room Fund
Steve Lieber
VP Franchise Business Development
BurgerFi
Moderator
Daniel Brown
Editor
Digital Signage Today
| BCX Summit: Registration Opens
| Refreshment Break
| ICX Summit
Keeping the needs of all customers top of mind is important when designing your brand's physical space, but it's easier said than done, considering those needs differ from person to person. This panel, however, reveals findings from a recent study that not only defines inclusiveness in the context of the retailer or bank branch's physical design but also explores how specific design elements contribute to creating an inclusive or exclusive customer environment as well as how various visual communication tools and digital touchpoints hinder and improve inclusiveness for diverse customer groups. Lastly, the group shares stories about how inclusive retail store design initiatives impact customer satisfaction, employee satisfaction, customer advocacy and engagement.
Panelists
Jan Coonley
Executive Vice President, Chief People & Diversity Officer
Heritage Bank of Commerce
EJ Kritz
EVP, Training & Customer Experience
apc – powering the human experience
Chris Stamper
SVP of Strategy, Transformation & Business Development
Hudson's Bay
Moderator
Jean-Pierre Lacroix
President
SLD
Presented by SLD
| ICX Summit
Retailers and restaurants that don't offer delivery are missing a huge chunk of business, but the costs and operational challenges often associated with the service can deter even the most innovative businesses. This session will explore how to not only keep costs down but how to add delivery without totally reinventing the operations model.
Panelists
Bob Andersen
President
The Great Greek Mediterranean Grill
Robin Robison
Chief Operating Officer
Modern Restaurant Concepts
Sam Stanovich
SVP of Development & Alliances
Big Chicken
Moderator
Cherryh Cansler
VP of Events
Networld Media Group
| Lunch
| Keynote Session
One challenge for every business is understanding your customer. For banks, they need to take a multifaceted approach to both understand their customers and act on it. During her keynote, Erin Cohee will discuss all the techniques OneUnited uses to understand its customers from demographics surveys to proactive outbound service calls to website click paths and more. She will also go one step further and talk about OneUnited's surprising insights and how you can take customer insights and turn them into impactful strategies for your customers.
Keynote Speaker
Erin Cohee
VP of Digital Customer Experience
OneUnited Bank
| Refreshment Break
| ICX Summit
Retailers have access to more data than ever, which means they can more easily measure how their messages and campaigns are driving traffic and sales. With so many vendors and platforms making big promises, however, it may be confusing for a retailer to know which platform will work best for them. This session will help attendees figure out what questions to ask possible partners.
Panelists
Devin Cygnar
EVP, Chief Marketing Officer
Northwest Bank
Troy Hooper
CEO
Hot Palette Holdings
Mack Turner
Founder
Mack Turner Marketing Consulting & Insights
Moderator
Glen Ryniewski
Owner
Soaring Strategies
| BCX Summit
Banks have made efforts to improve customer experience, especially building a customer journey. However, many customers feel disconnected to their banks. How can banks fix this issue? In this panel, experts will discuss best practices to create a frictionless customer journey which guides the customer from onboarding to deeper engagement. They will discuss how this can boost the bank's overall brand and create loyal customers.
Panelists
Lindsey Ogan
Marketing Director
Stride Bank
Courtney O'Regan
SVP, Director of Marketing
Middlesex Savings Bank
Liz Schaaf
VP, Business Line Experience Strategy Manager
Atlantic Union Bank
Moderator
Jerone Abueva
Director, B2B Solutions Business Development – Financial Services Industry
Samsung Electronics America
Presented by Samsung Electronics America
| Refreshment Break
| General Session
Although companies have been racing to ditch all-things friction, some brands are realizing that giving customers a little more time during their shopping journey is exactly what they crave. The key, however, is to cut friction when necessary to avoid lost sales but to also use it to create a higher sense of value or reduce return rates.
Panelists
Lovell Holloway
General Manager
Kansas City International Airport
Dan Morton
VP, Guest Experience
Hilton
Tommy Terrell
Creative Project Manager
Taziki’s Mediterranean Café
Moderator
Cherryh Cansler
VP of Events
Networld Media Group
| Refreshment Break
| ICX Summit
Although online shopping is known for being quick and easy, a business’s ability to take an experiential approach by building new ways to interact with customers on a human level is becoming a point of differentiation for brands hoping to attract loyal online customers. This session features retailers who not only understand the concept but have used it to increase online transactions.
Panelists
Arthur Cooksey
Chairman & CEO
Let’s Talk Interactive
Steven King
Chief Innovations Officer
UNC Blue Sky Innovations
Chris Lorenzo
Sr. Vice President Business Development Field Operations
Generation Tux
Moderator
Dave Wurm
Chief Sales Officer
Networld Media Group
| BCX Summit
Although the importance of developing digital banking strategies cannot be ignored, it would be a mistake to ignore the changes happening inside the bank’s four walls. This session reveals how banks are using self-service technology to help customers move more easily through their transactions as well as creating multi-functional spaces that benefit both employees and customers. It also touches on upcoming trends such as smaller footprints and even pop-up sites.
Panelists
Alex DeJesus
Vice President, Member Experience
Addition Financial
Amber LeGrett
SVP, Business Strategies & Initiatives
Bank of America
Katie Meyers
VP, Client Experience Officer (CXO)
Manasquan Bank
Moderator
Brad Browder
CEO
HTx Services, LLC
Presented by HTx Services
| Awards Presentation

Help us honor several retailers and vendors that have created or implemented technologies that elevate the customer experience.

BCX Awards

The BCX Awards honor the most unique, innovative and pioneering financial institutions and technology providers whose branches and technologies are having the most impact on consumers.

Elevate Awards

The ICX Association Elevate Awards honor the individuals and organizations that are pacesetters in using technology to elevate the customer experience.

Hosts
Cherryh Cansler
VP of Events
Networld Media Group
Bradley Cooper
Editor
ATM Marketplace
Alicia Lavay
Executive Director
ICX Association
| Networking Event

Join us for an evening of cocktails and dinner at the JP Charlotte as well as magic, mentalism and mystique featuring Magician Comedian Johnny Pizzi, who has been doing comedy for over 30 years. He's been a fixture not only on the Boston Comedy Scene but all over New England and the East Coast and is also the unofficial Magician of The New England Patriots!

Free to all attendees, speakers and sponsors.

Wednesday // September 13, 2023
| Breakfast
| General Session
Just when you figured out how to engage millennials, along came Gen Z, which is a completely different cohort. Luckily, we've partnered with apc to do quite a bit of research about these young consumers (ages 10-22) and their brand preferences, how they want to be marketed to and what it takes to turn them into lifelong fans. We'll not only reveal those learnings but also host a live on-stage focus group starring several coming-of-age consumers who will give us the scoop in real time.
Presenters
EJ Kritz
EVP, Training & Customer Experience
apc – powering the human experience
Aimee Wright
VP, Strategic Relationship Management
Blackhawk Network
Presented by apc – powering the human experience, BHN - Blackhawk Network
| Refreshment Break
| ICX Summit
Shopping has turned into a hands-on experience with customers wanting to feel, touch, taste and even help create their favorite products. Customer experience experts on this panel share how they are meeting those needs without always breaking the budget.
Panelists
Ruth Crowley
VP of Merchandise & Brand Strategy
The Hudson Group
Caroline Schmidt
Hospitality & Event Manager
SIG SAUER, Inc.
Rick Welch
Sr. Client Services Manager
Kodak Moments
Moderator
Shelly Chandler
Founder & Principal Strategist
EvolveCX Consulting
| BCX Summit
Small businesses have many needs when it comes to banking, ranging from financing to cash flow to navigating challenging economic situations. How can banks meet these needs? Bankers in this panel will discuss how their organizations have delivered exceptional service to small businesses with personalized experiences.
Panelists
Marbue Brown
Founder
The Customer Obsession Advantage
Josephine Moran
President & CEO
Ledyard National Bank
Glenn Murray
Vice President - Strategic Growth
Sutton Payments
Moderator
Bradley Cooper
Editor
ATM Marketplace
| Refreshment Break
| General Session
Customers want the power to do things for themselves, but they also want on-demand help when needed. This session discusses pitfalls to avoid when providing self-service experiences and what technologies can help operators align multiple data streams.
Panelists
Steven King
Chief Innovations Officer
UNC Blue Sky Innovations
Joe Loparco
President
Automated Services International, Inc.
William Sullivan IV
VP, Sr. Client Experience Manager
Cambridge Trust
Clark Whittington
Founder
Art-O-Mat
Moderator
Melanie Endres
CEO
Code Factory SL
Presented by Code Factory SL
| Lunch
| ICX Summit
Drive-thrus have gotten what many would argue a well-deserved bad reputation over the years, but that's changing as customers expect great service even from their cars. Restaurants and retailers can no longer afford to "phone it in," so this session explores how to bring your A-game to the drive-thru using technology and a little ingenuity.
Panelists
Mike Guinan
Vice President Operations Services
White Castle
Alex Ruhter
Co-Founder & CEO
JackBe
Darren Spicer
Co-Founder & CEO
Clutch Coffee Bar
Moderator
Josh Halpern
CEO
Big Chicken
| BCX Summit
Brick-and-mortar banks aren't exactly known for providing the most consumer-friendly experiences, but some companies are trying to change that by implementing more user-friendly onboarding programs while also pairing client satisfaction and business development objectives together. This panel of experts discusses how they've recently rolled out new directives to help customers feel more at homes in their banks.
Panelists
Robyn Breshears
Executive Director of Sales Service & Support
Arvest Bank
Marbue Brown
Founder
The Customer Obsession Advantage
Mike Parisi
EVP, Chief Banking Officer
Ledyard National Bank
William Sullivan IV
VP, Sr. Client Experience Manager
Cambridge Trust
Moderator
Evan Ellis
Enterprise Account Executive (Banks)
Creatio
Presented by Creatio
| Refreshment Break
| CXO Roundtable

In a perfect world, every tool, employee, and process would work seamlessly together to deliver stellar CX from start to finish. In reality, the successful operationalization of CX programs can be a daunting and complex challenge. In this panel discussion, get an inside look at how CX leaders across various stages of CX maturity are making the most of people, processes, and technology to execute cohesive, sustainable and performance-based CX strategies across their organizations. As part of this interactive session, attendees will learn how CX innovators are:

  • Refining their customer-focused vision through C-Suite education, proper governance and enhanced levels of business operations support;
  • Building internal, cross-functional teams that drive the vision forward;
  • Reevaluating processes and procedures necessary for comprehensive CX programs;
  • Investing in tools, technology and specialized skill sets to deliver true value to end customers;
  • Predictions on the evolution, role, and impact of future CX programs
Panelists
Sean Albertson
Founder & CXO
CX4ROCKS (formerly of Charles Schwab)
Josh Halpern
CEO
Big Chicken
Winston Kelley
Executive Director / Vice-President
NASCAR Hall of Fame / Charlotte Regional Visitors Authority
Jason Mariasis
VP, Digital Products & CX
Credit One Bank
Moderator
Eric Healy
CEO
Stratifyd
Presented by Stratifyd
| Summit adjourns

Become A Speaker

If you're an experienced restaurant executive who is open to sharing insights with peers from other brands, we'd love to have you join us as a speaker or panelist.

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