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www.customerexperiencecanada.com
Hear from these Leaders:
Peter Aceto,
President and CEO,
ING DIRECT Canada
Stephen Platt,
Director - Guest Experience,
WestJet
Alonda Williams,
Senior Director of Marketing,
US Enterprise and Industry Group,
Microsoft
Giovanni Tavani,
Senior Manager of Social Media,
Dell
Jim Nicholson,
Director of Customer Care,
BC Hydro
Source solutions from 11 NATIONAL and
INTERNATIONAL leaders:
1.	 ING DIRECT Canada
2.	WestJet
3.	Microsoft
4.	Dell
5.	Intuit
6.	 BC Hydro
Source 10 solutions to deliver customer
experience excellence:
1.	 Achieve strategic alignment across corporate silos
2.	 Deliver consistent omni-channel customer connections
3.	 Manage social conversations effectively
4.	 Incorporate customer needs into your product development
5.	 Improve operational efficiencies while meeting customer expectations
6.	 Translate the voices of customers into actionable strategies
7.	 Align employee incentives with customer experience objectives
8.	 Integrate mobile into your overall CE strategy
9.	 Determine your success indicators and measure accordingly
10.	 Explore new opportunities in the future of customer experience
7.	 De Beers
8.	Mobilicity
9.	 Oxford Properties
10.	AIMIA
11.	 Temkin Group
Achieve Strategic Alignment | Manage Social Conversations | Execute on Customer Insights
Seamless Omni-Channel Experiences | Back Office Integration | Customer-Driven Product Innovation
Tuesday, November 13th and Wednesday, November 14th, 2012 | Shangri-La Hotel Toronto
Customer
Experience
Strategies Summit
Canada’s Top
Customer
Experience
Event!!
Platinum Sponsor: Gold Sponsors:
Partners:Bronze Sponsors: Supporting Sponsors:
Source 10 solutions to deliver customer
experience excellence:
1.	 Achieve strategic alignment across corporate silos
2.	 Deliver consistent omni-channel customer connections
3.	 Manage social conversations effectively
4.	 Incorporate customer needs into your product development
5.	 Improve operational efficiencies while meeting customer
	expectations
6.	 Translate the voices of customers into actionable strategies
7.	 Align employee incentives with customer experience objectives
8.	 Integrate mobile into your overall CE strategy
9.	 Determine your success indicators and measure accordingly
10.	 Explore new opportunities in the future of customer experience
Our conference differentiators:
1.	 CEO presentation
2.	 Nine exclusive case studies and insights
3.	 Industry-vetted, highly requested speakers
4.	 History of distinguished delegates
5.	 Limited number of participants to facilitate quality face-to-face
interaction
Take this opportunity to see how your peers are doing; share your
experiences and exchange ideas and strategies! If you want to meet
with your peers in the field and form valuable alliances, this is your
best opportunity this year.
Fully integrate
your customer experience strategies
across the organization. Align your
organization to deliver customer
experience excellence.
Now that you have created your customer
experience vision, you need to put your strategies to
work. Overcome roadblocks in aligning operational
processes and employee incentives to enable a
seamless experience. Plus, meet the customer’s
needs from the get-go by incorporating product
design and development into the mix.
Customers now drive your business decisions. They
are taking the reins on what they expect from their
experiences with you at anytime, anywhere. Ensure
your organization is strategically aligned to deliver on
your customers’ needs.
Through dedicated case studies and interactive
sessions, you will come away with actionable
insights on how to improve your customers’
experiences continuously. Benefit from the diverse
approaches brought to you by world- renowned
speakers from across North America and beyond!
Whether you are a multi-national corporation or a
small-medium enterprise, B2C or B2B, there is an
urgent need to put the customer first to remain
competitive in the constantly evolving market
landscape.
Your next step: This conference!
Register Today – Space Is Limited and Sure To Sell Out
Don’t miss your chance to participate in these critical discussions and to network with the leaders in this rapidly growing
field. Register for our limited spaces by calling 1-866-298-9343 or emailing registrations@strategyinstitute.com today.
Source solutions from 11 NATIONAL and
INTERNATIONAL leaders:
1.	 ING DIRECT Canada
2.	WestJet
3.	Microsoft
4.	Dell
5.	Intuit
6.	 BC Hydro
Emulate their success. Establish your organization as the next leader in
customer experience! Register now, as this event is sure to sell out!
7.	 De Beers
8.	Mobilicity
9.	 Oxford Properties
10.	AIMIA
11.	 Temkin Group
Source practical strategies from
the most celebrated visionaries
in customer experience across
multiple industries.
HEAR from leading blue-chip
companies from across North America.
Attend this high-level summit specifically designed for the following:
Financial Services, Retail, Telecom,
Hospitality, Transport, Utilities,
Technology, Automotive, Pharmaceuticals,
and Healthcare
CEO | CMO | Chief Customer Officer | VP/ Director of Customer
Experience/ Strategy/ Loyalty/ Engagement/ Insight | Head of
Marketing/ Brand/ Operations | Customer Care/ Service
•	 Strengthen your marketing promise and brand experience
•	 Engage your employees and build a customer-centric culture
•	 Devise a strong framework for your customer experience
model
•	 Master engagement strategies in social media
Municipal, Provincial, and Federal
Government Departments; Universities,
Utilities, Crown Corporations
President | EVP | Director/ Head of Customer Experience/
Marketing/ Operations/ Public Relations
•	 Create quality citizen experiences across multiple channels
•	 Sharpen your engagement skills with strong proactive
strategies
•	 Implement best practices at your contact centre
•	 Build upon innovative trends in the future of citizen experience
•	 Unravel the secrets of driving citizen-centricity into your culture
CEM/ EFM/ VOC/ CRM/ Measurement/
Management/ Strategy Consultants,
Software Providers, Marketing and
Interactive Agencies, and Industry
Stakeholders
Director/ VP of Sales/ Marketing/ Business Development |
Consultant
•	 Network with top industry professionals
•	 Connect with key decision makers and million-dollar budgets
•	 Be shortlisted on RFPs
•	 Identify opportunities and trends in Canada
•	 Drive innovation and progress
Customized Sponsorship and
Exhibitor Packages
Utilize exhibit booths and the speaker podium
to showcase your firm’s solutions to an aware
and receptive audience. Select sponsorship
packages are still available. To learn more,
contact Scott Carter at 1-866-298-9343 x 229,
or email carter@strategyinstitute.com.
www.customerexperiencecanada.com
Don’t take our word for it,
This is what your peers had to say
about past-related events:
“My biggest challenge has been articulating my
vision and goals to our executive team to obtain
their buy-in on my plan and I’ve gathered today
some great information and data that I cannot wait
to bring back.”
Julie Daigle, Manager of Customer Experience
Programs, Nissan/ Infiniti Canada
“Contextual insights and experiences.”
Gustavo Mothe, Head of Customer Strategy &
Innovation, Sanofi Canada
“Lots of great context for Customer Experience
practitioners.”
Mary Kirby-Gall, Director of Customer Experience,
Canada Post
“Passion, good insights, practical data.”
Josee Bourdages, Interim VP of Customer Relations,
Fido Solutions
Send THREE delegates and the
4th delegate attends for free!
(See Back Page for details on Group Discount)
Attend for
FREE!
1-866-298-9343 | registrations@strategyinstitute.com
7:15 AM Registration and Continental Breakfast
8:15 AM Opening Comments From the Co-Chair
David Jensen,
Partner Markets and Customer Practice,
Monitor Group
Alex Kinnebrew,
Senior Innovations Strategist,
Doblin (a member of Monitor Group)
8:30 AM Opening CEO Keynote: ING DIRECT Canada
Rethink Your Customer Experience: To be Truly
Customer Centric Requires a Culture Shift in
Your Organization
Great customer service doesn’t just come from projects and
initiatives, it comes from a true customer-focused culture.
Hear from a CEO on how to drive customer experience
transformation from within and the results achieved.
•	 Understand why organizational culture is the only way to
truly be a leader in customer experience
•	 Find out how technology, social media, simplicity, and
transparency contribute to customer experience excellence
•	 Gain insight into the fundamentals of creating a customer
focused culture
Learn how technology, social media, and transparency are now
key elements to winning customer experience.
Peter Aceto,
President and CEO,
ING DIRECT Canada
9:15 AM Strategic Alignment
Creating Alignment Across Your Organization to
Achieve Customer Experience Excellence
Organizational alignment facilitates improved collaboration for
the common goal of customer focus. In this session, gain a
cross-disciplinary perspective on how to:
•	 Coordinate customer-facing functions with “behind the
scenes” departments, including operations, IT, HR, finance,
and legal
•	 Incorporate customer focus into your corporate strategy
development
•	 Align policies, processes, metrics, and incentives for every
department
Put your company on the path to customer experience success
through strategic alignment across corporate silos.
Stephen Platt,
Director - Guest Experience,
WestJet
10:00 AM Mid-Morning Networking Break
Interact with conference speakers and fellow attendees.
10:30 AM Interactive Delegate Workshop
Putting Your Customer Experience Strategies
Into Practice – A Framework for Activating Your
Customer, Culture, and Brand Experience
This interactive session will provide delegates with an
approach for moving their customer experience efforts beyond
strategy and towards implementation and enabling your
organization to become who you say you want it to be. Using
discussion, facilitated activities, and a structured framework,
this session will also provide the context to connect other
topics being covered throughout the conference.
Specifically, this session will cover:
•	 Designing the ideal experience – adapting your processes
and policies to align with your ideal customer experience
•	 Activating your culture – how purpose is integral to driving
your employee and customer experience
•	 The employee journey – leveraging employee experience to
create advocacy from inside your organization
Come prepared for an engaging conversation so you can leave
the conference with key actions to implement your customer
experience strategies.
Moderator:
Michael Mattalo,
Managing Director,
FifthP
11:15 AM Social Media
Inside Intuit: Effectively Managing Social
Conversations to Strengthen Customer
Connections
Social media will likely remain a venue for conversations
and a prominent component of the customer engagement
ecosystem. This session will explore how to improve your
customers’ social experiences continuously.
•	 Building a strong customer community – quality or quantity?
•	 Aligning employee engagement with customer engagement
– how to utilize social media internally
•	 Mitigating potential risks in social media
Take away key strategies to enhance your social customers’
experiences.
Adrian Parker,
Head of Social, Mobile, and Emerging Media,
Intuit
ONE Tuesday | Nov. 13th, 2012
DAY
www.customerexperiencecanada.com
12:00 PM Networking Luncheon
Join the conference speakers and your peers for a relaxing
luncheon.
1:15 PM Metrics
New Metric, New Program: What Could Possibly
Go Wrong?
Keeping measurements consistent and integrated across
business units is crucial, especially when conducting new
customer research for a previously unexplored segment. How
can you prepare your organization for adapting new metrics
while ensuring its integration and deployment? This session will
examine:
•	 Challenges in launching enterprise-wide research programs
for under-explored customer segments
•	 Key techniques and processes for customer experience
measurement integration and deployment
•	 Moving beyond the baseline year of measurement and
communication of results
Take away practical lessons on preparing your organization for
new research programs and new metrics.
Tim McCutcheon,
SVP, Research & Operations,
Market Probe Canada
Wendy McIntyre,
Director, Market Insights,
Sun Life Financial
2:00 PM Cross-Channel Experience
How to Deliver a Consistent and Seamless Omni-
Channel Experience
Ensuring consistency across touch-points is one of the most
difficult parts of customer experiences. Take away these
strategies on creating a seamless connection with your
customers.
•	 Align brand message with channel strategies
•	 Acquire, grow, and retain omni-channel loyalty
•	 Engage at all stages and channels throughout the customer
lifecycle
Come away with actionable insights on how to ensure
consistency across all channels of experience.
Alonda Williams,
Senior Director of Marketing, US Enterprise and Industry Group,
Microsoft
2:45 PM Mid-Afternoon Networking Break
Interact with conference speakers and fellow attendees.
3:15 PM Digital Strategy
Good Digital Strategy Needs Real Users: Ensuring
Your Digital Strategy Aligns With Real World
Needs
Knowing where your organization will exceed customer
expectations means knowing where your digital strategy
is taking you. In this session you will gain insights on
understanding user needs and translating that into a cross-
channel digital strategy.
•	 Gain real customer insights through a strategic approach to
user research
•	 Ensure you are using the right research techniques to deliver
on your needs
•	 Align your company’s goals and user’s goals through cross-
channel touchpoints
•	 Define your approach to digital proactively, ensuring tactical
relevancy
Learn how can you define and own your digital strategy, before
someone does it for you.
Anthony Hempell,
Director, User Experience,
UX Guys
Tara Franz
Director, User Research,
UX Guys
4:00 PM Case Study: BC Hydro
Moving a Generation: Integrating Customer
Expectations into Your Operational Processes
BC Hydro has kept up with changing customer expectations
through their “Next Generation Move In” and “Move-In
Move-Out” initiatives. Through these processes, they are also
able to meet their goal of continuously improving operational
efficiencies. In this session, BC Hydro will share what they
have learned in moving the customer experience from phone
calls to online.
•	 Increasing operational efficiencies through migrating
customers online
•	 Overcoming challenges in service modification from calls to
online experiences
•	 Meeting the demands of the new generation
Emulate BC Hydro’s success in changing their operational
processes to meet the next generation’s expectations.
Jim Nicholson,
Director of Customer Care,
BC Hydro
1-866-298-9343 | registrations@strategyinstitute.com
8:45 AM Opening Keynote: Temkin Group
Overview: Current State of Customer Experience
and Future Outlook
While customer experience has gained more recognition in
recent years, it is still evolving and can be difficult to master.
Benchmark against the current state of customer experience
and anticipate future developments in this area. This session
will cover:
•	 The state of customer experience in Canada compared to the US
•	 The top three challenges in customer experience programs
•	 New opportunities for both B2B and B2C organizations
•	 Where customer experience will be in the next three to five
years
Arm yourself with critical market information to guide your
strategy and planning.
Bruce Temkin,
Customer Experience Transformist & Managing Partner, Temkin Group;
Chair, Customer Experience Professionals Association
9:45 AM Case Study: De Beers
Delivering Superior Experiences Through
Customer-Driven Product Innovation
Experience design plays a crucial role in aligning customer-
centricity between departments at different stages of the
customer journey. This session will provide a framework on
how to facilitate your experience design, development, and
innovation.
•	 Devise a customer-centered design framework for your
experiences
•	 Leverage customer data to guide product and service
improvements
•	 Align customers’ current and future needs with product and
service development and innovation
Incorporate customer-centricity into your design and
development processes.
James Ross,
Head of Corporate IT & Facilities (Canada),
De Beers
7:30 AM Registration and Continental Breakfast
8:30 AM Opening Comments From the Co-Chair
David Jensen,
Partner Markets and Customer Practice,
Monitor Group
Alex Kinnebrew,
Senior Innovations Strategist,
Doblin (a member of Monitor Group)
4:45 PM
Future Feedback: Creating the Winners of the
Experience Economy
The needs and expectations of your employees and the
experience they have with your organization will provide and
deliver your customers experience. Learn how to get the
insights you need to consistently provide the best experience
internally and ultimately beyond that to help your customers
experience be the very best it can. In this session you will
learn how to:
•	 Capture the experience you provide across the lifecycle of
your employees
•	 Meet and exceed your employees expectations through
dialogue and action
•	 Use this environment as the platform to create superior
consistent customer experiences
•	 Make the move from loyalty and advocacy to customer
evangelism
Create the best experience internally to deliver superior
experiences to your customers.
John McTrusty,
President,
QuestBack Canada Inc.
5:15 PM Cocktail Reception
Unwind and mingle with the delegates and speakers at our
exclusive end-of-the-day reception. Bring your business cards!
Hosted by:
ONE continued...
DAY
TWO Wednesday | Nov. 14th, 2012
DAY
www.customerexperiencecanada.com
10:30 AM Mid-Morning Networking Break
Interact with conference speakers and fellow attendees.
11:00 AM Case Study: Mobilicity
Drive Organizational Transformation Through
Continuous Support of a Customer-Centric
Culture
Embedding a strong customer-centric culture within the
organization is not easy nor can it happen overnight. Hear how
you can strengthen your efforts to sustain customer-centricity
in your organization:
•	 Build customer experience philosophy into the organizational
fabric
•	 Ensure consistency between individual interactions and
overall experience with your organization
Embed a customer-centric culture to drive cross-functional
buy-in.
Anthony Booth,
Chief Customer Officer,
Mobilicity
11:45 AM Online Experiences
Bridging Your Online and Offline Customer
Experiences to Maintain Consistency and
Excellence
As customers become more reliant on the information and
experiences they receive online, it is paramount to ensure
your online experiences are fully aligned with your customer
experience program. Take away key insights on:
•	 Understanding your online customers
•	 Integrating your mobile and web experiences with phone
and in-person experiences
•	 Ensuring consistency across multiple online channels
Deliver consistent customer experiences across all your online
and offline touch-points to increase acquisition and retention.
Giovanni Tavani,
Social Media Outreach Senior Manager,
Dell
12:30 PM Networking Luncheon
Join the conference speakers and your peers for a relaxing
luncheon.
1:45 PM Digital Customer Experience
Connecting Consumers with Brand eCommerce
The digital space is fast becoming the predominant, if not the
first and only, area of interaction with customers. The growth
of eCommerce has undoubtedly changed the expectations
and priorities of customers. In this session, you will take away
strategies on how to blend brand development with digital
channels to create the ultimate customer experience.
•	 Ensure consistent brand promise across digital channels
•	 Combine technology with branding and eCommerce strategy
•	 Re-engineer your digital platform to ensure functionality
•	 Re-evaluate your customers’ behaviours and expectations
Make the most of your brand in the digital world and continue
to build and sustain long-term customer relationships.
Andy Peebler,
Executive Vice President,
Acquity Group
Speaker TBD,
Adobe
2:30 PM Customer Experience Management
5 Strategies for Driving CX Effectiveness Using a
Closed Loop® Process
While CEM tools can be invaluable in achieving customer
experience goals, there can be a level of frustration in “How
do I make real progress?” Integrating case studies from one of
Canada’s largest credit unions to an Entertainment leader, this
session will illustrate how CEM and a Closed Loop methodology
can be used as core business processes in achieving your client
or customer experience objectives. Topics to be discussed
include:
•	 Setting up your CEM systems to drive more insight
•	 Exploring 5 concepts to realize higher ROI
•	 Aligning internal systems and processes to meet the
experience you aim to deliver
Set up the right measurement and business processes to get
insights that drive action.
Rick Otero,
Principal, Customer Experience,
Corsential
ABOUT STRATEGY INSTITUTE
Strategy Institute is an established leader in delivering
timely knowledge and best practices in multiple industries
for over 15 years. Our esteemed portfolio of conferences
offers critical business intelligence to empower executives
to stay competitive in rapidly evolving markets.
ABOUTTHIS CONFERENCE
Customer Experience Strategies Summit is a one-of-a-kind
event held in Canada, bringing together customer experience
executives from multiple industries and departments across
North America to share strategies on delivering a superior
experience.
This prestigious summit provides an exceptional learning
opportunity for customer experience executives to build
knowledge, enhance decision-making and refine their
business judgment. In an exclusive setting, senior executives
connect with their peers in a rare opportunity to exchange
ideas, best practices and insights.
Brand New Shangri-La Hotel, Toronto is a 65-storey tower
that borders the entertainment and financial districts. The
Shangri-La offers the convenience and vibrancy of urban
living alongside their legendary 5-star service. The two-
storey glass atrium and podium will be a focal point on
University Avenue across the street from the new Opera
House.
Experience one of Toronto’s most luxurious
hotels while taking advantage of this special rate
of $315 per night. Call 1-888-980-8850 or email
slto.reservations@shangri-la.com and mention
Customer Experience Summit. You must book
by October 31st, 2012 or rates will double.
188 University Avenue, Toronto, ON, M5H 0A3, Canada
1-888-980-850 | slto.reservations@shangri-la.com
Staying at the hotel has
advantages for you!
1.	The entire conference will take place inside the BRAND
NEW Shangri-La Hotel. You will be an elevator away from
all the sessions and networking action!
2.	Specially arranged evening “networking session” to
facilitate peer-to-peer interaction will be taking place at
the hotel
3.	Enjoy first-class dining at one of the most prestigious
restaurants in North America
4.	Don't miss your chance to experience first class luxury at
a fraction of the cost
5.	The hotel is just minutes away from Downtown Toronto’s
business & entertainment districts
6.	Bring your spouse and enjoy a mini vacation in luxury
3:15 PM Mid-Afternoon Networking Break
Interact with conference speakers and fellow attendees.
3:45 PM Case Study: AIMIA
Engaging Your Employees to Drive the Success of
Your Customer Experience Strategy
Every employee is a touch-point and every interaction they
make will be a reflection of your organization’s customer
experience as a whole. Employee engagement must be
aligned for a good customer experience to be provided
externally. This session will explore strategies on how to:
•	 Motivate and involve employees throughout your customer
experience program development
•	 Align incentives and compensation with your customer
experience objectives
Deliver superior external experiences through empowered
employees from within.
Pier Ragone,
Senior Director, Contact Centre Operations & Training,
AIMIA
4:30 PM Case Study: Oxford Properties
How to Embed a Culture of Customer Experience
in Your Organization
Creating a culture for customer experience requires a
consistent and creative strategy. Take away ideas on how
to immerse your organization from leadership to front-line
employees in a customer-centric culture.
•	 Adopt top strategies to change employee behaviours
•	 Align your company’s core values with customer experience
•	 Define the role of senior leadership and how to engage top
level management in this mission
•	 Set the action plan to incorporate customer experience into
your mandate
Drive customer focus internally through a well-defined
customer experience vision.
Claire McIntyre,
Director of Marketing and Communications,
Oxford Properties
5:15 PM Conference Adjourns
TWO continued...
DAY
1-866-298-9343 | registrations@strategyinstitute.com
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Experience,VP/Director of Marketing
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1
Conference Pricing
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Register by September 28th
Regular Investment
Conference ❏ $1,695 ❏ $1,895
HOW TO REGISTER:
Phone: 1-866-298-9343
E-Mail: registrations@strategyinstitute.com
Online: www.customerexperiencecanada.com
Mail: Strategy Institute
401 Richmond St. West. Suite 401
Toronto, Ontario M5V 3A8
Registration Fee:
The registration fee includes luncheon, receptions, refreshments,
networking breaks, continental breakfast, and original course materials.
Payment is required in advance and can be made by company cheque,
VISA, MasterCard, or American Express. Please make cheques payable
to the Strategy Institute Inc. and write the registrant’s name on the face
of the cheque.
Early Bird Special:
Expires on September 28th, 2012. Cannot be used with group discount.
Group Discount:
A Group Discount is offered for this conference (not in combination with
any other offer). To be eligible for the Group Discount, delegates MUST
register at the same time. The total discount per delegate (including
applicable group discounts, etc.) MUST not exceed 25% of the regular
conference cost.
Cancellations:
Cancellations must be received in writing by October 30th, 2012.
Cancellations received by this date will be eligible for a prompt refund
less a $495.00 (plus HST) administration fee. If you register for the
program and do not attend, you are liable for the full registration fee
unless you cancel according to the terms stated above. If you are unable
to attend, delegate substitution is permitted up to, and including, the day
of the conference.
CONFERENCE CODE: 112027
Admission Policy: Strategy Institute reserves the right to restrict entry to the conference to any individual. Any such person requested to leave the conference site shall do so immediately upon request, whether previously issued a badge permitting entry. There is no refund payable with respect to anyone refused entry.
Any information obtained at the conference cannot be relied upon for any particular set of circumstances, cannot be taken as professional advice or opinion. Attendees must consult with the appropriate professional before acting in response to information obtained at the conference. Evening Social Activities: Please drink
responsibly. Strategy Institute shall not be liable for any consequential damages and/or personal injuries caused by excessive or irresponsible alcohol consumption.
Keep up with all
of our latest news
Follow us
@CXSummit12
on
Customer Experience
Strategies Summit
Achieve Strategic Alignment | Manage Social Conversations | Execute on Customer Insights
Seamless Omni-Channel Experiences | Back Office Integration | Customer-Driven Product Innovation
Tuesday, November 13th and Wednesday, November 14th, 2012 | Shangri-La Hotel Toronto
Canada’s Top
Customer
Experience
Event!!

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customer_experience2012

  • 1. www.customerexperiencecanada.com Hear from these Leaders: Peter Aceto, President and CEO, ING DIRECT Canada Stephen Platt, Director - Guest Experience, WestJet Alonda Williams, Senior Director of Marketing, US Enterprise and Industry Group, Microsoft Giovanni Tavani, Senior Manager of Social Media, Dell Jim Nicholson, Director of Customer Care, BC Hydro Source solutions from 11 NATIONAL and INTERNATIONAL leaders: 1. ING DIRECT Canada 2. WestJet 3. Microsoft 4. Dell 5. Intuit 6. BC Hydro Source 10 solutions to deliver customer experience excellence: 1. Achieve strategic alignment across corporate silos 2. Deliver consistent omni-channel customer connections 3. Manage social conversations effectively 4. Incorporate customer needs into your product development 5. Improve operational efficiencies while meeting customer expectations 6. Translate the voices of customers into actionable strategies 7. Align employee incentives with customer experience objectives 8. Integrate mobile into your overall CE strategy 9. Determine your success indicators and measure accordingly 10. Explore new opportunities in the future of customer experience 7. De Beers 8. Mobilicity 9. Oxford Properties 10. AIMIA 11. Temkin Group Achieve Strategic Alignment | Manage Social Conversations | Execute on Customer Insights Seamless Omni-Channel Experiences | Back Office Integration | Customer-Driven Product Innovation Tuesday, November 13th and Wednesday, November 14th, 2012 | Shangri-La Hotel Toronto Customer Experience Strategies Summit Canada’s Top Customer Experience Event!! Platinum Sponsor: Gold Sponsors: Partners:Bronze Sponsors: Supporting Sponsors:
  • 2. Source 10 solutions to deliver customer experience excellence: 1. Achieve strategic alignment across corporate silos 2. Deliver consistent omni-channel customer connections 3. Manage social conversations effectively 4. Incorporate customer needs into your product development 5. Improve operational efficiencies while meeting customer expectations 6. Translate the voices of customers into actionable strategies 7. Align employee incentives with customer experience objectives 8. Integrate mobile into your overall CE strategy 9. Determine your success indicators and measure accordingly 10. Explore new opportunities in the future of customer experience Our conference differentiators: 1. CEO presentation 2. Nine exclusive case studies and insights 3. Industry-vetted, highly requested speakers 4. History of distinguished delegates 5. Limited number of participants to facilitate quality face-to-face interaction Take this opportunity to see how your peers are doing; share your experiences and exchange ideas and strategies! If you want to meet with your peers in the field and form valuable alliances, this is your best opportunity this year. Fully integrate your customer experience strategies across the organization. Align your organization to deliver customer experience excellence. Now that you have created your customer experience vision, you need to put your strategies to work. Overcome roadblocks in aligning operational processes and employee incentives to enable a seamless experience. Plus, meet the customer’s needs from the get-go by incorporating product design and development into the mix. Customers now drive your business decisions. They are taking the reins on what they expect from their experiences with you at anytime, anywhere. Ensure your organization is strategically aligned to deliver on your customers’ needs. Through dedicated case studies and interactive sessions, you will come away with actionable insights on how to improve your customers’ experiences continuously. Benefit from the diverse approaches brought to you by world- renowned speakers from across North America and beyond! Whether you are a multi-national corporation or a small-medium enterprise, B2C or B2B, there is an urgent need to put the customer first to remain competitive in the constantly evolving market landscape. Your next step: This conference! Register Today – Space Is Limited and Sure To Sell Out Don’t miss your chance to participate in these critical discussions and to network with the leaders in this rapidly growing field. Register for our limited spaces by calling 1-866-298-9343 or emailing registrations@strategyinstitute.com today. Source solutions from 11 NATIONAL and INTERNATIONAL leaders: 1. ING DIRECT Canada 2. WestJet 3. Microsoft 4. Dell 5. Intuit 6. BC Hydro Emulate their success. Establish your organization as the next leader in customer experience! Register now, as this event is sure to sell out! 7. De Beers 8. Mobilicity 9. Oxford Properties 10. AIMIA 11. Temkin Group Source practical strategies from the most celebrated visionaries in customer experience across multiple industries.
  • 3. HEAR from leading blue-chip companies from across North America. Attend this high-level summit specifically designed for the following: Financial Services, Retail, Telecom, Hospitality, Transport, Utilities, Technology, Automotive, Pharmaceuticals, and Healthcare CEO | CMO | Chief Customer Officer | VP/ Director of Customer Experience/ Strategy/ Loyalty/ Engagement/ Insight | Head of Marketing/ Brand/ Operations | Customer Care/ Service • Strengthen your marketing promise and brand experience • Engage your employees and build a customer-centric culture • Devise a strong framework for your customer experience model • Master engagement strategies in social media Municipal, Provincial, and Federal Government Departments; Universities, Utilities, Crown Corporations President | EVP | Director/ Head of Customer Experience/ Marketing/ Operations/ Public Relations • Create quality citizen experiences across multiple channels • Sharpen your engagement skills with strong proactive strategies • Implement best practices at your contact centre • Build upon innovative trends in the future of citizen experience • Unravel the secrets of driving citizen-centricity into your culture CEM/ EFM/ VOC/ CRM/ Measurement/ Management/ Strategy Consultants, Software Providers, Marketing and Interactive Agencies, and Industry Stakeholders Director/ VP of Sales/ Marketing/ Business Development | Consultant • Network with top industry professionals • Connect with key decision makers and million-dollar budgets • Be shortlisted on RFPs • Identify opportunities and trends in Canada • Drive innovation and progress Customized Sponsorship and Exhibitor Packages Utilize exhibit booths and the speaker podium to showcase your firm’s solutions to an aware and receptive audience. Select sponsorship packages are still available. To learn more, contact Scott Carter at 1-866-298-9343 x 229, or email carter@strategyinstitute.com. www.customerexperiencecanada.com Don’t take our word for it, This is what your peers had to say about past-related events: “My biggest challenge has been articulating my vision and goals to our executive team to obtain their buy-in on my plan and I’ve gathered today some great information and data that I cannot wait to bring back.” Julie Daigle, Manager of Customer Experience Programs, Nissan/ Infiniti Canada “Contextual insights and experiences.” Gustavo Mothe, Head of Customer Strategy & Innovation, Sanofi Canada “Lots of great context for Customer Experience practitioners.” Mary Kirby-Gall, Director of Customer Experience, Canada Post “Passion, good insights, practical data.” Josee Bourdages, Interim VP of Customer Relations, Fido Solutions Send THREE delegates and the 4th delegate attends for free! (See Back Page for details on Group Discount) Attend for FREE!
  • 4. 1-866-298-9343 | registrations@strategyinstitute.com 7:15 AM Registration and Continental Breakfast 8:15 AM Opening Comments From the Co-Chair David Jensen, Partner Markets and Customer Practice, Monitor Group Alex Kinnebrew, Senior Innovations Strategist, Doblin (a member of Monitor Group) 8:30 AM Opening CEO Keynote: ING DIRECT Canada Rethink Your Customer Experience: To be Truly Customer Centric Requires a Culture Shift in Your Organization Great customer service doesn’t just come from projects and initiatives, it comes from a true customer-focused culture. Hear from a CEO on how to drive customer experience transformation from within and the results achieved. • Understand why organizational culture is the only way to truly be a leader in customer experience • Find out how technology, social media, simplicity, and transparency contribute to customer experience excellence • Gain insight into the fundamentals of creating a customer focused culture Learn how technology, social media, and transparency are now key elements to winning customer experience. Peter Aceto, President and CEO, ING DIRECT Canada 9:15 AM Strategic Alignment Creating Alignment Across Your Organization to Achieve Customer Experience Excellence Organizational alignment facilitates improved collaboration for the common goal of customer focus. In this session, gain a cross-disciplinary perspective on how to: • Coordinate customer-facing functions with “behind the scenes” departments, including operations, IT, HR, finance, and legal • Incorporate customer focus into your corporate strategy development • Align policies, processes, metrics, and incentives for every department Put your company on the path to customer experience success through strategic alignment across corporate silos. Stephen Platt, Director - Guest Experience, WestJet 10:00 AM Mid-Morning Networking Break Interact with conference speakers and fellow attendees. 10:30 AM Interactive Delegate Workshop Putting Your Customer Experience Strategies Into Practice – A Framework for Activating Your Customer, Culture, and Brand Experience This interactive session will provide delegates with an approach for moving their customer experience efforts beyond strategy and towards implementation and enabling your organization to become who you say you want it to be. Using discussion, facilitated activities, and a structured framework, this session will also provide the context to connect other topics being covered throughout the conference. Specifically, this session will cover: • Designing the ideal experience – adapting your processes and policies to align with your ideal customer experience • Activating your culture – how purpose is integral to driving your employee and customer experience • The employee journey – leveraging employee experience to create advocacy from inside your organization Come prepared for an engaging conversation so you can leave the conference with key actions to implement your customer experience strategies. Moderator: Michael Mattalo, Managing Director, FifthP 11:15 AM Social Media Inside Intuit: Effectively Managing Social Conversations to Strengthen Customer Connections Social media will likely remain a venue for conversations and a prominent component of the customer engagement ecosystem. This session will explore how to improve your customers’ social experiences continuously. • Building a strong customer community – quality or quantity? • Aligning employee engagement with customer engagement – how to utilize social media internally • Mitigating potential risks in social media Take away key strategies to enhance your social customers’ experiences. Adrian Parker, Head of Social, Mobile, and Emerging Media, Intuit ONE Tuesday | Nov. 13th, 2012 DAY
  • 5. www.customerexperiencecanada.com 12:00 PM Networking Luncheon Join the conference speakers and your peers for a relaxing luncheon. 1:15 PM Metrics New Metric, New Program: What Could Possibly Go Wrong? Keeping measurements consistent and integrated across business units is crucial, especially when conducting new customer research for a previously unexplored segment. How can you prepare your organization for adapting new metrics while ensuring its integration and deployment? This session will examine: • Challenges in launching enterprise-wide research programs for under-explored customer segments • Key techniques and processes for customer experience measurement integration and deployment • Moving beyond the baseline year of measurement and communication of results Take away practical lessons on preparing your organization for new research programs and new metrics. Tim McCutcheon, SVP, Research & Operations, Market Probe Canada Wendy McIntyre, Director, Market Insights, Sun Life Financial 2:00 PM Cross-Channel Experience How to Deliver a Consistent and Seamless Omni- Channel Experience Ensuring consistency across touch-points is one of the most difficult parts of customer experiences. Take away these strategies on creating a seamless connection with your customers. • Align brand message with channel strategies • Acquire, grow, and retain omni-channel loyalty • Engage at all stages and channels throughout the customer lifecycle Come away with actionable insights on how to ensure consistency across all channels of experience. Alonda Williams, Senior Director of Marketing, US Enterprise and Industry Group, Microsoft 2:45 PM Mid-Afternoon Networking Break Interact with conference speakers and fellow attendees. 3:15 PM Digital Strategy Good Digital Strategy Needs Real Users: Ensuring Your Digital Strategy Aligns With Real World Needs Knowing where your organization will exceed customer expectations means knowing where your digital strategy is taking you. In this session you will gain insights on understanding user needs and translating that into a cross- channel digital strategy. • Gain real customer insights through a strategic approach to user research • Ensure you are using the right research techniques to deliver on your needs • Align your company’s goals and user’s goals through cross- channel touchpoints • Define your approach to digital proactively, ensuring tactical relevancy Learn how can you define and own your digital strategy, before someone does it for you. Anthony Hempell, Director, User Experience, UX Guys Tara Franz Director, User Research, UX Guys 4:00 PM Case Study: BC Hydro Moving a Generation: Integrating Customer Expectations into Your Operational Processes BC Hydro has kept up with changing customer expectations through their “Next Generation Move In” and “Move-In Move-Out” initiatives. Through these processes, they are also able to meet their goal of continuously improving operational efficiencies. In this session, BC Hydro will share what they have learned in moving the customer experience from phone calls to online. • Increasing operational efficiencies through migrating customers online • Overcoming challenges in service modification from calls to online experiences • Meeting the demands of the new generation Emulate BC Hydro’s success in changing their operational processes to meet the next generation’s expectations. Jim Nicholson, Director of Customer Care, BC Hydro
  • 6. 1-866-298-9343 | registrations@strategyinstitute.com 8:45 AM Opening Keynote: Temkin Group Overview: Current State of Customer Experience and Future Outlook While customer experience has gained more recognition in recent years, it is still evolving and can be difficult to master. Benchmark against the current state of customer experience and anticipate future developments in this area. This session will cover: • The state of customer experience in Canada compared to the US • The top three challenges in customer experience programs • New opportunities for both B2B and B2C organizations • Where customer experience will be in the next three to five years Arm yourself with critical market information to guide your strategy and planning. Bruce Temkin, Customer Experience Transformist & Managing Partner, Temkin Group; Chair, Customer Experience Professionals Association 9:45 AM Case Study: De Beers Delivering Superior Experiences Through Customer-Driven Product Innovation Experience design plays a crucial role in aligning customer- centricity between departments at different stages of the customer journey. This session will provide a framework on how to facilitate your experience design, development, and innovation. • Devise a customer-centered design framework for your experiences • Leverage customer data to guide product and service improvements • Align customers’ current and future needs with product and service development and innovation Incorporate customer-centricity into your design and development processes. James Ross, Head of Corporate IT & Facilities (Canada), De Beers 7:30 AM Registration and Continental Breakfast 8:30 AM Opening Comments From the Co-Chair David Jensen, Partner Markets and Customer Practice, Monitor Group Alex Kinnebrew, Senior Innovations Strategist, Doblin (a member of Monitor Group) 4:45 PM Future Feedback: Creating the Winners of the Experience Economy The needs and expectations of your employees and the experience they have with your organization will provide and deliver your customers experience. Learn how to get the insights you need to consistently provide the best experience internally and ultimately beyond that to help your customers experience be the very best it can. In this session you will learn how to: • Capture the experience you provide across the lifecycle of your employees • Meet and exceed your employees expectations through dialogue and action • Use this environment as the platform to create superior consistent customer experiences • Make the move from loyalty and advocacy to customer evangelism Create the best experience internally to deliver superior experiences to your customers. John McTrusty, President, QuestBack Canada Inc. 5:15 PM Cocktail Reception Unwind and mingle with the delegates and speakers at our exclusive end-of-the-day reception. Bring your business cards! Hosted by: ONE continued... DAY TWO Wednesday | Nov. 14th, 2012 DAY
  • 7. www.customerexperiencecanada.com 10:30 AM Mid-Morning Networking Break Interact with conference speakers and fellow attendees. 11:00 AM Case Study: Mobilicity Drive Organizational Transformation Through Continuous Support of a Customer-Centric Culture Embedding a strong customer-centric culture within the organization is not easy nor can it happen overnight. Hear how you can strengthen your efforts to sustain customer-centricity in your organization: • Build customer experience philosophy into the organizational fabric • Ensure consistency between individual interactions and overall experience with your organization Embed a customer-centric culture to drive cross-functional buy-in. Anthony Booth, Chief Customer Officer, Mobilicity 11:45 AM Online Experiences Bridging Your Online and Offline Customer Experiences to Maintain Consistency and Excellence As customers become more reliant on the information and experiences they receive online, it is paramount to ensure your online experiences are fully aligned with your customer experience program. Take away key insights on: • Understanding your online customers • Integrating your mobile and web experiences with phone and in-person experiences • Ensuring consistency across multiple online channels Deliver consistent customer experiences across all your online and offline touch-points to increase acquisition and retention. Giovanni Tavani, Social Media Outreach Senior Manager, Dell 12:30 PM Networking Luncheon Join the conference speakers and your peers for a relaxing luncheon. 1:45 PM Digital Customer Experience Connecting Consumers with Brand eCommerce The digital space is fast becoming the predominant, if not the first and only, area of interaction with customers. The growth of eCommerce has undoubtedly changed the expectations and priorities of customers. In this session, you will take away strategies on how to blend brand development with digital channels to create the ultimate customer experience. • Ensure consistent brand promise across digital channels • Combine technology with branding and eCommerce strategy • Re-engineer your digital platform to ensure functionality • Re-evaluate your customers’ behaviours and expectations Make the most of your brand in the digital world and continue to build and sustain long-term customer relationships. Andy Peebler, Executive Vice President, Acquity Group Speaker TBD, Adobe 2:30 PM Customer Experience Management 5 Strategies for Driving CX Effectiveness Using a Closed Loop® Process While CEM tools can be invaluable in achieving customer experience goals, there can be a level of frustration in “How do I make real progress?” Integrating case studies from one of Canada’s largest credit unions to an Entertainment leader, this session will illustrate how CEM and a Closed Loop methodology can be used as core business processes in achieving your client or customer experience objectives. Topics to be discussed include: • Setting up your CEM systems to drive more insight • Exploring 5 concepts to realize higher ROI • Aligning internal systems and processes to meet the experience you aim to deliver Set up the right measurement and business processes to get insights that drive action. Rick Otero, Principal, Customer Experience, Corsential ABOUT STRATEGY INSTITUTE Strategy Institute is an established leader in delivering timely knowledge and best practices in multiple industries for over 15 years. Our esteemed portfolio of conferences offers critical business intelligence to empower executives to stay competitive in rapidly evolving markets. ABOUTTHIS CONFERENCE Customer Experience Strategies Summit is a one-of-a-kind event held in Canada, bringing together customer experience executives from multiple industries and departments across North America to share strategies on delivering a superior experience. This prestigious summit provides an exceptional learning opportunity for customer experience executives to build knowledge, enhance decision-making and refine their business judgment. In an exclusive setting, senior executives connect with their peers in a rare opportunity to exchange ideas, best practices and insights.
  • 8. Brand New Shangri-La Hotel, Toronto is a 65-storey tower that borders the entertainment and financial districts. The Shangri-La offers the convenience and vibrancy of urban living alongside their legendary 5-star service. The two- storey glass atrium and podium will be a focal point on University Avenue across the street from the new Opera House. Experience one of Toronto’s most luxurious hotels while taking advantage of this special rate of $315 per night. Call 1-888-980-8850 or email slto.reservations@shangri-la.com and mention Customer Experience Summit. You must book by October 31st, 2012 or rates will double. 188 University Avenue, Toronto, ON, M5H 0A3, Canada 1-888-980-850 | slto.reservations@shangri-la.com Staying at the hotel has advantages for you! 1. The entire conference will take place inside the BRAND NEW Shangri-La Hotel. You will be an elevator away from all the sessions and networking action! 2. Specially arranged evening “networking session” to facilitate peer-to-peer interaction will be taking place at the hotel 3. Enjoy first-class dining at one of the most prestigious restaurants in North America 4. Don't miss your chance to experience first class luxury at a fraction of the cost 5. The hotel is just minutes away from Downtown Toronto’s business & entertainment districts 6. Bring your spouse and enjoy a mini vacation in luxury 3:15 PM Mid-Afternoon Networking Break Interact with conference speakers and fellow attendees. 3:45 PM Case Study: AIMIA Engaging Your Employees to Drive the Success of Your Customer Experience Strategy Every employee is a touch-point and every interaction they make will be a reflection of your organization’s customer experience as a whole. Employee engagement must be aligned for a good customer experience to be provided externally. This session will explore strategies on how to: • Motivate and involve employees throughout your customer experience program development • Align incentives and compensation with your customer experience objectives Deliver superior external experiences through empowered employees from within. Pier Ragone, Senior Director, Contact Centre Operations & Training, AIMIA 4:30 PM Case Study: Oxford Properties How to Embed a Culture of Customer Experience in Your Organization Creating a culture for customer experience requires a consistent and creative strategy. Take away ideas on how to immerse your organization from leadership to front-line employees in a customer-centric culture. • Adopt top strategies to change employee behaviours • Align your company’s core values with customer experience • Define the role of senior leadership and how to engage top level management in this mission • Set the action plan to incorporate customer experience into your mandate Drive customer focus internally through a well-defined customer experience vision. Claire McIntyre, Director of Marketing and Communications, Oxford Properties 5:15 PM Conference Adjourns TWO continued... DAY 1-866-298-9343 | registrations@strategyinstitute.com
  • 9. ATTENTION MAILROOM: If undeliverable to addressee, please forward to: Chief Customer Officer,VP/ Director of Customer Experience,VP/Director of Marketing MULTIPLEORDERSPLEASEPHOTOCOPY Please register this person for: 2nd Annual Customer Experience Strategies Summit DELEGATE NAME: TITLE: COMPANY/FIRM: ADDRESS: CITY: STATE: ZIP CODE: TELEPHONE: ( ) FAX: ( ) MOBILE: ( ) EMAIL: APPROVING MANAGER’S NAME: TITLE: 2 Contact Details ❏ VISA ❏ MasterCard ❏ American Express ❏ Payment Enclosed ❏ Please Invoice Me (Invoice due upon receipt) CARD HOLDER’S NAME: CARD NUMBER: EXPIRATION DATE: / SIGNATURE: 3 Method of Payment HST# R138790662 Disclaimer: Strategy Institute reserves the right to change or adjust the agenda without notice. 1 Conference Pricing SAVE $200 Register by September 28th Regular Investment Conference ❏ $1,695 ❏ $1,895 HOW TO REGISTER: Phone: 1-866-298-9343 E-Mail: registrations@strategyinstitute.com Online: www.customerexperiencecanada.com Mail: Strategy Institute 401 Richmond St. West. Suite 401 Toronto, Ontario M5V 3A8 Registration Fee: The registration fee includes luncheon, receptions, refreshments, networking breaks, continental breakfast, and original course materials. Payment is required in advance and can be made by company cheque, VISA, MasterCard, or American Express. Please make cheques payable to the Strategy Institute Inc. and write the registrant’s name on the face of the cheque. Early Bird Special: Expires on September 28th, 2012. Cannot be used with group discount. Group Discount: A Group Discount is offered for this conference (not in combination with any other offer). To be eligible for the Group Discount, delegates MUST register at the same time. The total discount per delegate (including applicable group discounts, etc.) MUST not exceed 25% of the regular conference cost. Cancellations: Cancellations must be received in writing by October 30th, 2012. Cancellations received by this date will be eligible for a prompt refund less a $495.00 (plus HST) administration fee. If you register for the program and do not attend, you are liable for the full registration fee unless you cancel according to the terms stated above. If you are unable to attend, delegate substitution is permitted up to, and including, the day of the conference. CONFERENCE CODE: 112027 Admission Policy: Strategy Institute reserves the right to restrict entry to the conference to any individual. Any such person requested to leave the conference site shall do so immediately upon request, whether previously issued a badge permitting entry. There is no refund payable with respect to anyone refused entry. Any information obtained at the conference cannot be relied upon for any particular set of circumstances, cannot be taken as professional advice or opinion. Attendees must consult with the appropriate professional before acting in response to information obtained at the conference. Evening Social Activities: Please drink responsibly. Strategy Institute shall not be liable for any consequential damages and/or personal injuries caused by excessive or irresponsible alcohol consumption. Keep up with all of our latest news Follow us @CXSummit12 on Customer Experience Strategies Summit Achieve Strategic Alignment | Manage Social Conversations | Execute on Customer Insights Seamless Omni-Channel Experiences | Back Office Integration | Customer-Driven Product Innovation Tuesday, November 13th and Wednesday, November 14th, 2012 | Shangri-La Hotel Toronto Canada’s Top Customer Experience Event!!