Fall Symposium Agenda

Tuesday, September 17

8AM - Noon

SOCAP Board Meeting

To Be Determined

10AM - 5PM

Registration Open

Registration Desk

10AM - 4PM

Exhibit Hall Set-Up

Exhibit Hall

Noon - 4:30PM

Cresent Bay

Noon - 4:30PM

Newport

4:30 - 7PM

Exhibit Hall Open

Exhibit Hall

5 - 6PM

First-Time Attendees Reception

Pacific 5

6 - 7PM

Welcome Reception

Exhibit Hall

Wednesday, September 18

8AM - Noon

Registration Open

Registration Desk

8 - 8:45AM

Pacific Ballroom

9 - 10AM

A. Bernardin “Bernie” Arnason, Industry Principal, Frost & Sullivan

While CX investments soared in 2021 and 2022, global economic and political unrest created a more conservative and focused approach to CX investments in 2023.

This industry is in a disruptive state as IT decision-makers and customer contact leaders struggle with prioritizing and procuring budgets and persuading executives to align CX and corporate goals. There is a fear of failure in these uncertain times, making organizations less agile than in previous years. Trust, ease of use, and reliability are the top three compelling factors for selecting a CX provider.

Generative AI has dominated technology press and conversations for the past year. Solution providers are incorporating some aspects of it today with caution, primarily conversational AI for now, with translations and transcription summaries top of mind.

Join Bernie and a panel of end-user thought leaders to learn about the top trends, investments, and strategies in CX for 2025.

Pacific Ballroom

10 - 11AM

Dr. Natalie Petouhoff, Co-author, Empathy in Action: How to Deliver Great Customer Experiences at Scale

Explore “Empathy in Action,’ a bold new look at how technology can become a force multiplier to deliver more empathy and integrate deeper, more personalized human connections into everyday business interactions at scale.

While the world has never needed more empathy than today, too often technology is used by businesses as a substitute and a barrier to real human connection. We’ve all experienced dumb chatbots, automated scripts and poor employee interactions that dehumanizes customer interactions.

That’s because brands have focused on company centric business strategies, processes and technology.

However, simply put: No customers, no business. What if, by transforming the old company-centric way of doing business and putting customers and employees front and center, businesses could succeed faster than ever before and not at the expense of their most important assets—the very people who make it possible to be in business?

Empathy is a powerful construct for a better world and a better business. It’s not a synonym for nice. Empathy is about respect and treating people in the context of their unique situation in a highly personalized way.

Pacific Ballroom

11 - 11:30AM

Passport Explorations

Exhibit Hall

11:45AM - 12:45PM

Lunch / Awards

Pacific Ballroom

1 - 2PM

Breakout Sessions

Chloé Payen, Consumer Experience Director, Lassonde Industries

Room: Cresent Bay

Are your daily interactions with consumers truly representing your brand? Does your partner enhance your organization’s image with relevant data and outstanding CSAT scores? Are you demanding enough from your CX partners, and are they meeting your expectations? Discover how to select the right vendors and what to expect from a strong partnership.

Having rebuilt a consumer experience department from scratch over the past 48 months, Chloe will share her journey including the challenges faced. This interactive workshop offers an honest case study and practical tools for brands, such as a checklist for interviewing vendors and essential questions to ask.

Takeaways

  1. Learn how to choose the right CX partners who align with your brand values and goals.
  2. Understand what to demand from your CX partners to ensure they deliver outstanding results.
  3. Gain access to a checklist and key questions to ask when interviewing potential vendors.
Greg DeVore, CEO and Co-founder, ScreenSteps

Room: Newport
 
AI is removing the easy work in the contact center, while agents are left with complex tasks and constantly changing technologies/requirements. Traditional frameworks haven’t kept up. In this case study session, you’ll learn about a modern framework, Find & Follow, for faster knowledge transfer to customer-facing employees, even when procedures are extremely complex and constantly changing.
Greg will present case studies of organizations that have achieved the following:
  • Decreased time to proficiency from 12 months to 60 days
  • Decreased cross-training time from 30 days to 1 day
  • Doubled agent productivity
Takeaways
  • Tools to evaluate the effectiveness of current knowledge transfer practices
  • Ideas you can implement right away to improve results
  • New ways to deal with challenges such as hybrid work, Gen Z employees who learn differently, complex procedures, and constant change.

Mike Keohane, RVP, Zendesk Labs

Tim Doherty, Senior Manager, Solutions Consulting, Zendesk

Room: Balboa

Food quality control is essential for CPG companies, but the traditional methods of manual data capture and disjointed systems are outdated. What if you could transform this process using your company’s CRM system, making it more efficient and data-driven?

Join us for an exciting, interactive session that puts food tasting at the forefront:

  • Overview of how Zendesk’s Innovation Lab partners with customers
    and strategic partners like FayeBSG to build cutting edge solutions.
  • Interactive demo of one such innovation, a Product Testing solution,
    built with one of our CPG customers. This interactive session will include a live Product Tasting Experience: a hands-on tasting of a variety of delicious cookies, showcasing how a modernized system can enhance product quality control.
  • Q&A with Zendesk Labs and FayeBSG.

This session is not just about learning; it’s about tasting, seeing, and experiencing the future of food quality control. Don’t miss this unique opportunity to engage your senses and discover how to ensure consistent, high-quality products across your company.

2 - 2:30PM

Passport Explorations

Exhibit Hall

2:45 - 3:45PM

Breakout Sessions

Brett Frazer, Co-Founder, Service Matters LLC
 
Room: Newport
 
The 5 A’s of Successful Customer Engagement is a new framework that provides CX leaders with a blueprint for transitioning contact centers from a cost center to a profit-driving value center.
 
Sunbasket, a Stevie Award-winning meal-kit delivery service, successfully implemented the 5 A’s framework to enhance employee and customer engagement. Increasing CES by 15% percent, retention by 12%, and reducing agent turnover by 50%. Through practical insights and real-world applications, participants will learn how to create meaningful value for their employees, customers, and organizations.
 
Attendees will engage in a 15-minute hands-on exercise to create usable “Advise” and “Ask” components to test profitability impact in their businesses.
 
Key Takeaways*:
  • A blueprint to humanize customer connections that increase Customer Lifetime Value and profitability
  • 5 Key Skills to improve your agents’ success
  • A focused set of Metrics that Matter
*Includes a drawing for 3 free copies of the book “Your Hidden Profit Center: Mastering the 5 A’s of Successful Customer Engagement.”

when interviewing potential vendors.

Susan Ganeshan, Chief Marketing Officer, Emplifi

Room: Balboa

In today’s world, technology influences every aspect of our lives, making it essential to find the right balance between harnessing AI advancements and maintaining the priceless human touch. This panel discussion will feature real-world examples from customers who have successfully integrated AI while keeping empathy at the heart of their customer interactions.

As industry leaders share their experiences and strategies, you’ll gain actionable insights and practical tools to help your business cultivate stronger, more empathetic relationships with your customers in an increasingly digital landscape.

Trey Owings, Senior Account Executive, Parloa

Room: Cresent Bay

Be among the first globally to get up close and personal with the latest gen AI technology launching on September 12. This is your chance to explore cutting-edge research and advancements in generative AI, ensuring your brand stays at the forefront of customer experience innovation.

In an era where voice-based interactions are transforming customer engagement, it’s crucial to stay ahead of the curve.

Takeaways

  • Participate in an interactive, real-time workshop where you’ll get a behind the scenes look on how to build an AI agent alongside fellow attendees, showcasing how generative AI simplifies this process without complex coding.
  • Discover how to integrate generative AI capabilities into your contact center while preserving the irreplaceable magic of human connections.
  • Learn from industry leaders like TUI who have successfully balanced AI integration, transforming their agents from mere call handlers to relationship-building experts.

4 - 4:30PM

SOCAP Business Meeting

Pacific Ballroom

4:30 - 5:30PM

Networking Reception

Exhibit Hall

5:30PM

Lawn Outside Exhibit Hall

Thursday, September 19

8 - 8:45AM

Breakfast

Pacific Ballroom

9 - 10AM

Hilke Schellmann, Author, The Algorithm

In this session, Schellmann presents the finding in her book, taking us on a journalistic detective story, meeting job applicants and employees who have been subjected to these technologies, playing AI-based video games that companies use for hiring, and investigating algorithms that scan our online activity to construct personality profiles— including if we are prone to self -harm. She convinces whistleblowers to share results of faulty AI -tools, and tests algorithms that analyze job candidates’ facial expressions and tools that predict from our voices if we are anxious or depressed. Schellmann finds employees whose every keystrokes were tracked and AI that analyzes group discussions or even predicts when someone may leave a company. Her reporting reveals in detail how much employers already know about us and how little we know about the technologies that are used on us.

The Algorithm tells an even bigger story with Schellmann discovering faulty algorithms and systemic discrimination of women and people of color, which may have already harmed thousands of job seekers and employees.  It advocates to go beyond these tools to more thoughtfully consider how we hire, promote, and treat human beings—with or without AI.  As Schellmann emphasizes, we need to decide how we build algorithmic tools in any industry and what protections we need to put in place in an AI-driven world.

Pacific Ballroom

10 - 11AM

Panel Discussion led by Hilke Schellmann

As contact centers embrace automation and AI, how do we preserve the human element in customer service? This panel brings together three diverse experts to explore the delicate balance between technological efficiency and human needs.

Hilke Schellmann moderates as our panelists offer their unique insights into the challenges and opportunities of this digital transformation and how to ensure both customers and employees are treated as individuals, not algorithms. Join us for a lively debate covering the technological, operational, ethical, and social dimensions of the future of customer service and the role of humanity in an increasingly automated world.

Panelists

Lina Delgado Cano, Vice President, Operations, ACC Premiere

Sean Minter, CEO, Amplifai

Terri DeMent, Director, Consumer Services, Nestlé Purina PetCare

Pacific Ballroom

11 - 11:30AM

Passport Explorations

Exhibit Hall

11:45AM - 12:45PM

Lunch with Regions

Pacific Ballroom

1 - 2PM

Breakout Sessions

Othmar Mueller von Blumencron, Chief Revenue Officer, VIPdesk

Jeff Kramp, CTO,  VIPdesk Connect

Room: Newport

Generative AI solutions are becoming more and more visible in leading CX implementations, and we all had our chance to communicate with AI agents. In this session we will present how AI agents can be trained to be empathetic, funny and simply more human. We will present real examples of chat bots currently automating over 30% of their volume while incorporating factors we know cause customer delight – based on the representative Customer Delight study conducted with CCMC.

Takeaways:

  • Generative AI solutions are capable of delivering elevated customer experiences just like humans
  • Generative AI solutions are coachable to incorporate specific sentiments such as empathy and humor!
  • CX can be delivered multilingual

Chloé Payen, Consumer Experience Director, Lassonde Industries

Room: Cresent Bay

Are your daily interactions with consumers truly representing your brand? Does your partner enhance your organization’s image with relevant data and outstanding CSAT scores? Are you demanding enough from your CX partners, and are they meeting your expectations? Discover how to select the right vendors and what to expect from a strong partnership.

Having rebuilt a consumer experience department from scratch over the past 48 months, Chloe will share her journey including the challenges faced. This interactive workshop offers an honest case study and practical tools for brands, such as a checklist for interviewing vendors and essential questions to ask.

Takeaways

  1. Learn how to choose the right CX partners who align with your brand values and goals.
  2. Understand what to demand from your CX partners to ensure they deliver outstanding results.
  3. Gain access to a checklist and key questions to ask when interviewing potential vendors.

Mike Keohane, RVP, Zendesk Labs

Tim Doherty, Senior Manager, Solutions Consulting, Zendesk

Room: Balboa

Food quality control is essential for CPG companies, but the traditional methods of manual data capture and disjointed systems are outdated. What if you could transform this process using your company’s CRM system, making it more efficient and data-driven?

Join us for an exciting, interactive session that puts food tasting at the forefront:

  • Overview of how Zendesk’s Innovation Lab partners with customers
    and strategic partners like FayeBSG to build cutting edge solutions.
  • Interactive demo of one such innovation, a Product Testing solution,
    built with one of our CPG customers. This interactive session will include a live Product Tasting Experience: a hands-on tasting of a variety of delicious cookies, showcasing how a modernized system can enhance product quality control.
  • Q&A with Zendesk Labs and FayeBSG.

This session is not just about learning; it’s about tasting, seeing, and experiencing the future of food quality control. Don’t miss this unique opportunity to engage your senses and discover how to ensure consistent, high-quality products across your company.

2 - 2:30PM

Break – Raffle Drawings

Exhibit Hall

2:45 - 3:45PM

Breakout Sessions

Brett Frazer, Co-Founder, Service Matters LLC
 
Room: Newport
 
The 5 A’s of Successful Customer Engagement is a new framework that provides CX leaders with a blueprint for transitioning contact centers from a cost center to a profit-driving value center.
 
Sunbasket, a Stevie Award-winning meal-kit delivery service, successfully implemented the 5 A’s framework to enhance employee and customer engagement. Increasing CES by 15% percent, retention by 12%, and reducing agent turnover by 50%. Through practical insights and real-world applications, participants will learn how to create meaningful value for their employees, customers, and organizations.
 
Attendees will engage in a 15-minute hands-on exercise to create usable “Advise” and “Ask” components to test profitability impact in their businesses.
 
Key Takeaways*:
  • A blueprint to humanize customer connections that increase Customer Lifetime Value and profitability
  • 5 Key Skills to improve your agents’ success
  • A focused set of Metrics that Matter
*Includes a drawing for 3 free copies of the book “Your Hidden Profit Center: Mastering the 5 A’s of Successful Customer Engagement.”

when interviewing potential vendors.

Trey Owings, Senior Account Executive, Parloa

Room: Cresent Bay

Be among the first globally to get up close and personal with the latest gen AI technology launching on September 12. This is your chance to explore cutting-edge research and advancements in generative AI, ensuring your brand stays at the forefront of customer experience innovation.

In an era where voice-based interactions are transforming customer engagement, it’s crucial to stay ahead of the curve.

Takeaways

  • Participate in an interactive, real-time workshop where you’ll get a behind the scenes look on how to build an AI agent alongside fellow attendees, showcasing how generative AI simplifies this process without complex coding.
  • Discover how to integrate generative AI capabilities into your contact center while preserving the irreplaceable magic of human connections.
  • Learn from industry leaders like TUI who have successfully balanced AI integration, transforming their agents from mere call handlers to relationship-building experts.

4 - 5PM

John Murphy, Award-winning author, speaker and business consultant

It’s not often that people hear the words miracle-minded and management in the same sentence – especially in the business environment. The same is true for words like spirituality and science. How do these disciplines possibly go together?

In this intriguing presentation you may discover that you are not who you think you are. You are far more powerful than that. And authentic power is not something you are given by another person. It is something you claim for yourself – humbly and graciously. True empowerment is something you have control over, no matter what your situation or role might be. This is not a spiritual theory. It is ancient wisdom now backed by scientific evidence. John will share some fascinating insights, experiments, and tools from some of the greatest scientists in history to reinforce the power you have access to as an “energy” being.

If you are ready for a “tune up,” then tune into this presentation. John will draw from his award-winning book Miracle Minded Manager: A Modern-Day Parable about How to Apply A Course in Miracles in Business. With this creative and engaging story, John gives us a practical and empowering example of how to give and receive miracles daily.

Pacific Ballroom

5 - 5:30PM

Closing Remarks and “Graduation”

Pacific Ballroom