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WHERE CUSTOMER EXPERIENCE, ANALYTICS AND ENGAGEMENT MEET NEW FOR 2017: COMPLIMENTARY REGISTRATION FOR QUALIFIED BRANDS HIGH-VELOCITY GROWTH SERIES The CPG and Retail Executive Summit MAY 16, 2017 | NEW YORK, NY CHAIR: Swan Sit Global VP of Digital Revlon FEATURING THOUGHT LEADERSHIP FROM: “The High-Velocity Growth’ series provides executives like me with deep industry insights and access to knowledge from the world’s leading business school, Wharton.” — Kara Goldin, Founder & CEO, hint Inc. LEAD PARTNERS RECEPTION PARTNER SUPPORTING PARTNERS PATRON PARTNERS MEDIA PARTNERS retaileastsummit.com • @WhartonKnows @Momentumeventco • LinkedIn Group: High-Velocity Growth THE RETAIL INDUSTRY HAS BEEN DISRUPTED Consumers are more educated than ever on the purchases they make and expect retailers to know what they want, when they want it. Customer experience no longer balances on return policies and call centers but instead requires intuitive mobile applications, a dynamic social presence and an interactive in-store setting. Nevertheless, while certain retailers have benefited from successfully navigating the intersection of customer experience, analytics and engagement, others still struggle to remain competitive in today’s evolving retail marketplace. Join today’s leading retail and CPG experts as they explore the latest trends, tools and technology taking the industry by storm. SAY HELLO TO OUR 2017 ADVISORY BOARD CHAIR: Swan Sit Global VP of Digital Revlon Noor Abdel-Samed VP, Omni-Channel BJ’s Wholesale Club Richard Armour Senior Director Omni-Channel, GameStop Amine Ayad Head of Workforce Management Bed, Bath & Beyond Jennie Baik CEO & CO-Founder Orchard Mile Mark Baxendale SVP, Planning & Allocation Lululemon Michelle Cordeiro Grant CEO & Co-Founder Lively Emily Culp Chief Marketing Officer Keds Tammy Eckenswiller VP, Brand Creative Rebecca Minkoff Dominique Essig Chief Experience Officer Bonobos Cy Fenton President, Digital Business & CIO Books-A-Million Jordan French CMO BeeHex Becky Gebhardt EVP and CMO Lands’ End Nilou Ghazizadeh Product Manager, Engagement Westfield Labs Joe Guith President Cinnabon Kecia Hielscher VP, Home Haute Look, Nordstrom Justin Honaman EVP, Sales, Marketing & BD Cotender Brands Cathy Hotka Principal Cathy Hotka & Associates Nadine Kahane Founder & CEO Strand & Stone David McKillips SVP, Retail & Culinary Services Six Flags Entertainment Patrick Nava Director, Corporate Strategy & Innovation Gap Minesh Shah VP, Customer Experience & Engagement Uniqlo Kathleen Weng VP, Merchandising ThredUp Miriam Williams Director, Operations L’Occitane en Provence Alison Worthington CMO Method Products “This is a conference that really makes sense of everything that’s happening in retail today. I went home with a lot of interesting perspectives, new ideas… and a ton of excitement about the work we do.” — Kristi Argyilan, SVP Media & Guest Engagement, Target retaileastsummit.com • @WhartonKnows @Momentumeventco • LinkedIn Group: High-Velocity Growth WHO YOU WILL MEET “We had people from all areas of retail - online, offline, product, service, fashion- it was exciting to see the parallel learning around how to create the best customer experience, tap into data and innovate. I left energized and inspired.” — Alison Worthington Chief Marketing Officer Method Products Follow Us on Twitter: @WhartonAsks @momentumeventco #RetailEast Follow Us on Facebook: /knowledgeatwharton /momentumeventco PAST ATTENDEES INCLUDE LEADERS FROM: Join High-Velocity Growth retaileastsummit.com • @WhartonKnows @Momentumeventco • LinkedIn Group: High-Velocity Growth AGENDA-AT-A-GLANCE | DAY 1, TUESDAY, MAY 16, 2017 8:00am Registration & Breakfast 9:00am CHAIR’S WELCOME AND OPENING REMARKS Swan Sit Global VP of Digital Revlon 9:05am OPENING REMARKS Barbara Kahn Patty and Jay H. Baker Professor of Marketing The Wharton School 9:10am EXECUTIVES IN DIALOGUE: THE FUTURE OF RETAIL In the past 10 years, the retail industry has dramatically transformed. Join leading executives as they share their insights into what the landscape may look like in 2027 and how best to prepare for it. Carrie Ask Executive Vice President and President, Global Retail Levi Straus 10:00am Shyam Gidumal Leader, Consumer Products & Retail Market Segment EY Sapna Shah Parikh Director, Representative Digital Experience & Engagement Avon AI FIRST IN RETAIL Today’s highly competitive retail environment requires rapid, data-driven decision making in order for your brand to rise above the rest. Automating insights into customer behaviors and market conditions can greatly improve your pricing and merchandising strategies. Implementing an effective AI tool that you trust can ensure your brand grows fast instead of dying slowly. Guru Hariharan CEO Boomerang Commerce 10:25am Break 10:40am CONVERTING CUSTOMER ENGAGEMENT INTO SALES: CREATING A VALUABLE, UNIFIED EXPERIENCE Navigating the path to purchase in the digital, social, mobile and live environment has become increasingly complex. Understanding why and how customer decisions are made can make the difference between a one-time buyer, a repeat buyer, a loyal buyer or a non-buyer. Including discussion on key strategies and techniques employed for aligning the cross-channel experiences, as well as practical takeaways and real-world insight for motivating and optimizing customer activity across mobile, online, in-store and social channels, for stronger, more relevant customer interactions. Eoghan Geoghegan VP, Business Development Momentfeed Denise Incandela CEO Aerosoles Jonathan Luster VP, Market & Concept Development Lowes Bridget Russo Chief Marketing Officer Shinola 11:30am TAKING A BYTE OUT OF THE BIG DATA CHALLENGE: ACTIONABLE INSIGHTS THAT PROVIDE PRECISE SOLUTIONS As a society, we are more connected than ever, yet the disconnect between consumers and brands seems to widen every day. Is the data just too big and complex to truly take advantage of? Perhaps. In this session learn how The Weather Company, an IBM Business embraces the challenge of big data – processing more locationand weather-based information than any other company to uncover actionable insights that drive strategy and better business decisions. We’ll also touch on how as part of Watson we are now able to harness AI to uncover even deeper and more actionable insights. D.J. Reali SVP, National Advertising Sales The Weather Company, an IBM Business retaileastsummit.com • @WhartonKnows @Momentumeventco • LinkedIn Group: High-Velocity Growth AGENDA-AT-A-GLANCE | DAY 1, TUESDAY, MAY 16, 2017 11:55am KEEPING CONSCIOUSNESS IN CAPITALISM: ALIGNING GOALS, ROLES, VALUES AND ATTITUDES This year’s Superbowl ads said it all: today’s consumers want to buy products and engage with companies that align with their social values. Today’s retail and CPG brands need to incorporate everything from environmental impact to employee engagement to corporate giving into their messaging and practices. When your mission is about more than making money you often stand to make more and secure incredibly loyal customers along the way. • Sincere messaging about conscious practices • Engaging employees as product and message ambassadors • Creating a community mission shared by customers and employees Judd Harner CMO S’well Bottle 12:35am Moderator: Shivika Sinha Founder & CEO The Veneka group Michael Lastoria CEO & Co-Founder &pizza THE ENDLESS AISLE: EXTENDING BRAND INTERACTIONS FROM THE COUCH TO THE STORE AND EVERYWHERE IN-BETWEEN Consumers seamlessly traverse channels in their shopping journey, demanding highly personalized, mobileenabled, and frictionless shopping experiences. But in delivering this new Endless Aisle, retailers get tripped up attributing the impact of digital marketing strategies on physical shopping experiences. The ability to measure not just store visits, but also sales and incrementality will unlock the potential of location-based marketing and drive growth for brick and mortar retail. Mariam Dombrovskaja VP, Retail Shopkick Chuck Yu VP Visa 1:00pm Lunch 1:45pm RESEARCH PRESENTATION: CURING THE ADDICTION TO GROWTH Companies in all industries eventually see their revenue growth slow. Retailing is no exception. Fickle consumers, intense competition, changing markets, and the rapid growth of online retailing all combine to exert pressure on the top line. The retail graveyard is filled with that companies that grew rapidly and then, faced with declining growth, couldn’t find ways to respond. What should a retailer do when growth slows? Learn some answers to this question based on a joint research project between Wharton, Cornell and NYU. Marshall Fisher UPS Professor, Operations, Information and Decisions Department The Wharton School 2:15pm WHAT CAN WE LEARN ABOUT MARKETING FROM DOCTORS? How do you know that your marketing is working? This question has been plaguing marketers for years, forcing them to rely on proxies and second rate metrics to determine the success of their campaigns. Open rates, Click Through Rates and Direct Revenue reigned supreme. Yet these were only telling us half of the story, eschewing the challenge of understanding how your campaigns are actually influencing behavior. Are they making your customers spend more with you or are you really just moving around dollars from one revenue source to the other? Is your marketing working, or are your measurements skewed by the Placebo effect? Just like in medicine, marketing needs to rely on built in scientific testing in order to correlate between assumptions and results. Continuous scientific testing reveals the true impact of each marketing action you take across all of your business KPIs. And with self-optimizing campaigns, these actions change and evolve as your customers do so that you don’t have to pay the price of generalization, making sure that there is never a stale journey to be had. Pini Yakuel Founder & CEO Optimove retaileastsummit.com • @WhartonKnows @Momentumeventco • LinkedIn Group: High-Velocity Growth AGENDA-AT-A-GLANCE | DAY 1, TUESDAY, MAY 16, 2017 2:40pm THE NEW BRICK-AND-MORTAR: REVOLUTIONIZING THE CUSTOMER EXPERIENCE WITH DISRUPTIVE TECHNOLOGY In a multichannel world, today’s retailers must become more than just a place to sell goods. The last 10 years have seen a dramatic evolution for the retail industry. Technological advances and a hyper-connected world have resulted in new customer behaviors and expectations. In a world where blockchain, VAR, IoT and AI promise to revolutionize business and customers engage through a variety of technologies both in store and out, it takes a clear mission and new understanding of ROI to ensure that you invest in the right technologies to enhance the customer experience. Actionable Takeaways: • A customer-first approach to new technologies • Cost/benefit analysis of various approaches • Using live experiences to increase physical and digital sales Amine Ayad Head of Workforce Management Bed, Bath & Beyond 3:25pm Mike Festa Head of Research and Development Wayfair Joshua Rockoff Head of Omnichannel Sears Holding Corporation Break 3:40pm FIRESIDE CHAT: CUSTOMER SERVICE FOR EVERY TOUCH POINT Today’s customer demands an integrated multi-channel experience not only for shopping, but also when they need support. Sit down with Zendesk and New Balance as they lead you through a discussion of how New Balances has navigated various support channels to maximize customer satisfaction and keep customer experience top of mind. Andrew Anton Senior Solutions Consultant Zendesk 4:05pm Kyle Largent Fraud Prevention Supervisor New Balance PRIVACY IN THE DIGITAL AGE – AVOIDING CONSUMER BACKLASH: SMART MARKETING PRACTICES FOR COLLECTING CUSTOMER DATA WHILE IMPROVING PERSONALIZATION, TRUST AND TRANSPARENCY The Digital Age has transformed everything we do, from streamlining operations and communicating with our counterparts to collecting data and interacting directly with customers- technology has and continues to drastically alter the way we conduct business. However underneath the outstanding progress and exciting innovations exist new risks and dilemmas that center on privacy control. Join panelists as they explore: • Various data collection practices that are being embraced and rejected by customers • The personalization conundrum: how to avoid crossing the line from “personalized” marketing to “creepy” marketing • Creating transparency- identifying to the customer who will be collecting data, for what purposes and by what means • Building trust- ensuring that the customer’s privacy preferences are met and that data collection remains well within the constraints of any legal or social contract Lauren Shy Senior Legal Director, Global eCommerce and Chief Privacy Officer PepsiCo Mike Scafidi Director, Marketing Technology & Digital Operations Pepsico Jeff Bruneteau Regional VP Duane Reed, Walgreens Doug Norton-Bilsby Global Vice President - Retail and Consumer Products ForgeRock retaileastsummit.com • @WhartonKnows @Momentumeventco • LinkedIn Group: High-Velocity Growth AGENDA-AT-A-GLANCE | DAY 1, TUESDAY, MAY 16, 2017 4:40pm WHEN CRM MEETS PROGRAMMATIC: AN INNOVATIVE STRATEGY FOR CUSTOMER REACTIVATION Retaining existing customers is supposed to be cheaper than acquiring new ones. In the digital space however, reactivation is often a very challenging strategy. Using Adore Me, one of the fastest growing retailers in the US, as an example, we will address several key issues: • How to leverage CRM assets in digital media • How to measure the true ROI of Digital and optimize on real incrementality • How to maximize Customer Lifetime Value across multiple online channels/platforms Romain Liot COO Adore Me 5:05pm Thibaut Munier Co-Founder & COO Numberly INTERACTIVE WORKSHOP: PUBLIC/PRIVATE PARTNERSHIPS TO DRIVE RETAIL’S FUTURE Everything is getting smarter, including our cities. Today’s climate of constant change poses major challenges and opportunities for both the public and private sectors. Retailers will benefit from collaborative relationships with forward thinking public officials and therefore now is the time to develop a concept for how improved infrastructure and smart technologies can benefit both retailers and consumers. “KNOWLEDGE@WHARTON” Logo Treatment on White/Gray/Black/Blue backgrounds: During this session: • Mayoral candidate Mike Tolkin will share a vision for an upgraded NYC. • Work in small groups with fellow attendees to discuss what you need from the government to grow your business. • Share your vision for the ideal public/private partnerships Mike Tolkin Candidate for Mayor of New York 5:35pm CLOSING COMMENTS Swan Sit Global VP of Digital Revlon To register: retaileastsummit.com 5:40pm Reception REGISTRATION INFORMATION COMPLIMENTARY & ONLY OPEN TO INDIVIDUALS WHO: • Work for a Retail or Consumer Goods/Services brand (brick and mortar or online) • Hold the title of: CXO, President, SVP, Director, VP or Manager (with budget and/or human capital responsibilities) • Have responsibilities for: strategy, finance, branding, marketing, merchandising, digital, analytics, e-commerce, customer experience, big data, customer service, business development, international and/or omni-channel Photos and Video Event registration implies your consent that any pictures and/or video obtained during the event may be used for future promotional purposes. Momentum and The Wharton School are able to use your likeness without remuneration. Register today by clicking below, emailing [email protected] or calling 646.807.8555. If you do not fall into our attendee category, please contact Ben Greenzweig, Co-Founder and Co-CEO, at [email protected] to see how you can you get involved. retaileastsummit.com • @WhartonKnows @Momentumeventco • LinkedIn Group: High-Velocity Growth