knowledge@wharton’s 3rd annual retail & cpg summit...

Knowledge@Wharton’s

3rd Annual Retail & CPG Summit Customer Experience:

STRATEGIC COLLABORATION FOR OMNI-CHANNEL SUCCESS

“KNOWLEDGE@WHARTON” Logo Treatment on White/Gray/Black/Blue backgrounds:

May 10-11, 2016 | Convene Midtown | New York City

THE ONLY EVENT THAT BRINGS TOGETHER RETAIL AND CPG LEADERS FOR SHARED INSIGHTS AND HIGH-VELOCITY GROWTH.

knowledge.whartonevents.com/growth • @WhartonKnows @Momentumeventco #HVGSummit • LinkedIn Group: High-Velocity Growth

Every strategic touch point from Product Development, to Logistics, to Omni-Channel Engagement impacts your customers. Join Senior Executives representing a diverse cross-section of Brands across retail and CPG as you learn

and discuss collaborative strategies for delivering the consistently impressive experience your customers demand.

FEATURING A COMPLETELY UPDATED PROGRAM AGENDA FOR 2016. HEAR FROM SENIOR RETAIL AND CPG LEADERS INCLUDING:

FEATURED SPONSORS:

Mukul PandyaExecutive Director, Editor-in-Chief Knowledge@Wharton The Wharton School of the University of Pennsylvania

EVENT CHAIRS: EVENT HOST:

Dave Finnegan CIO Orvis

Lori Tauber Marcus Former Chief Global Brand & Product Officer Green Mountain/Keurig

“K@W” Treatment on White/Gray/Blue backgrounds:

Thoryn Stephens CDO American Apparel

Russell Weiner President, USA Domino’s

Mary Beth West Chief Customer & Marketing Officer JC Penney

SUPPORTING SPONSOR:LEAD SPONSOR: LUNCHEON SPONSOR: VENUE SPONSOR:


3rd Annual Retail & CPG Summit


Profile by Industry

TECH - 3%

LEISURE - 3%

ENTERTAINMENT - 3%

FINANCE - 3%

PRESS

OTHER - 3%

APPAREL

LUXURY

HOUSE& HOME

FOOD &BEVERAGE

32%

8%

5%

24%16%

Profile by Seniority

MANAGER

C-SUITE

OTHER

SVP

DIRECTORVP

8%7%

10%

21%23%

31%

Profile by Industry

TECH - 3%

LEISURE - 3%

ENTERTAINMENT - 3%

FINANCE - 3%

PRESS

OTHER - 3%

APPAREL

LUXURY

HOUSE& HOME

FOOD &BEVERAGE

32%

8%

5%

24%16%

Profile by Seniority

MANAGER

C-SUITE

OTHER

SVP

DIRECTORVP

8%7%

10%

21%23%

31%

PREVIOUS EVENT ATTENDEE DEMOGRAPHICS

Leading retail and CPG brands recognize that their landscape has been completely transformed by the digital renaissance. While access to a new wealth of data makes it possible to understand each customer in a deeper and more nuanced way; collecting, interpreting, and acting on this data is a project of sometimes overwhelming scale. Furthermore, as fast as organizations learn about their customers, those customers evolve and their expectations change, forcing brands to accelerate their pace of evolution in order to remain responsive to the needs of an ever-evolving digitally-savvy customer.

WHERE EXECUTIVES GO TO MEET OTHER EXECUTIVES – KNOWLEDGE@WHARTON EVENTS

Reserve your space now to be a part of this revolutionary conversation. Join the list of more than 200 of your peers and leading marketing and business strategy executives who have attended Knowledge@Wharton’s Annual Retail & CPG Summit.

PREPARE TO INTERACT:Our experienced speakers will come prepared to share firsthand case studies and actionable insights based on their direct experiences in revolutionizing business and marketing strategy. Offering multiple opportunities throughout the day to ask questions and engage with one another, return to the office invigorated and newly inspired to put the strategies gained on-site to work within your own organization.

We encourage you to kick off these conversations early by tweeting our speakers and your colleagues with

#HVGSummit

THE CURRENT CUSTOMER EXPERIENCE REALITY

“Knowledge@Wharton and Momentum worked brilliantly together to create a fantastically valuable learning and networking experience that I was proud to be a part of. Whether your

company does $50 million, $500 million or $5 billion in revenue, the ‘High-Velocity Growth’ series provides executives like me with deep industry insights and access to the knowledge from the

world’s leading business school, Wharton.”

— Kara Goldin, Founder & CEO, hint Inc.

“Apart from providing the highest caliber of speakers and content, this conference was one of the rare events where real business deals are actually made because the audience is full of decision

makers. I would know as I personally made at least one big deal myself between sessions.”

— Dr. Keith Kantor, CEO, Green Box Foods, Inc #117, Wharton Wharton High-Velocity Growth

“Knowledge@Wharton’s Retail and Consumer Goods Executive Summit brought together a strong set of leaders around discussion topics that are truly relevant and meaningful to our industry.”

— Lori Twomey, Chief Merchant, Zulily

Join High-Velocity Growth

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WORDOF MOUTH

SOCIAL

MOBILE IN-STORE

THE EXPERIENTIAL JOURNEYToday’s customer demands consistent high-quality experiences

across all channels on their path to purchase.




“You’ve got to start with customer experience and work back toward technology – not the other way around.” — Steve Jobs

CONFERENCE SPEAKERS

SORAYA DARABI, FOUNDER, ZADY.COM

RICK DAVIS, VP, BUSINESS INTELLIGENCE, KELLOGG

EMILY CULP, CMO, KEDS

Emily joined the Keds team in 2015 as chief marketing officer of the iconic footwear brand. She is responsible for driving the strategic development and execution of Keds’ global marketing initiatives including retail development, omni-channel marketing, digital, PR and content. Emily was recently recognized on the Adweek 50 List and as a “CMO Rising Star” at the 2015 CMO Awards for her marketing leadership.

Prior to joining Keds, Emily led the e-commerce and omni-channel marketing teams at Rebecca Minkoff, with a focus on consumer marketing. She was a leader in the creation of the brand’s innovative NYC flagship “store of the future” and architect of the company’s digital strategies and new online experience. Additionally, Emily’s career history includes over ten years of experience leading global brand teams at worldwide agencies (Ogilvy, Digitas and Arnold) as well as marketing leadership roles with the Estee Lauder Co. and Unilever.

Emily frequently lectures at Columbia University (where she holds her MBA) and The Stern School for Business (NYU), and has spoken at numerous industry events such as Shop.org, NRF, Google Retail Summit, and SXSW. She holds a BA from Wake Forest University, and lives in Boston with her husband and two children.

NOOR ABDEL-SAMED, VP OMNI-CHANNEL, BJ’S WHOLESALE CLUB




DAVE FINNEGAN, CIO, ORVIS

With more than 20 years of experience, Dave is a progressive thinker with a proven track record of leveraging technology to drive strong business results. Prior to joining Orvis he held senior leadership roles of increasing responsibility with Build-A-Bear Workshop, ultimately serving as chief information and interactive officer. He was instrumental in the development of the award-winning, reimagined Build-A-Bear Workshop store – an innovative blend of digital technology and experience. Dave currently serves as Chairman of the National Retail Federation CIO Council. In 2013, Dave was named to the Top 100 CIO list by CIO Magazine and was nominated as Innovative CIO of the Year by Retail Information Systems magazine. He was also a nominee for CIO of the Year by Oracle Retail in 2012 and 2011. In 2011, Dave was named an honorary Arch Angel by WiredKids.org for his meaningful service on their board, including testifying before Congress on Internet safety for children.

Dave’s work has been featured in numerous publications including the New York Times, Wall Street Journal, Ad Age, Retail Information Systems News, Integrated Retailer and Retail Connections. He has been a contributing author of two books: The Thomson Reuters book “Inside the Minds,” focused on Dave’s involvement in the development and successful launch of the newly imagined Build-A-Bear Workshop stores; and “The Strategic CIO: Changing the Dynamics of the Business Enterprise” (Taylor and Francis), which focuses on the role that CIOs play in innovating in today’s ever-changing business environment.

JOE GUITH, PRESIDENT, CINNABON

In January, 2015, Joe was appointed to serve as President of Cinnabon, Inc. after serving four months as the brand’s Chief Operating Officer. Previously, Guith worked with clients such as The Coca-Cola Company, Molson Coors Brewing Company and Staples, Inc. His prior roles were in general management and strategy with Coca-Cola and Yum! Brands in domestic and international markets. With over 20 years of experience in food service, consumer products and retail, he brings a breadth of experience relevant to the continued growth of the Cinnabon brand. Joe is originally from Michigan and has a BBA and MBA from the University of Michigan. He currently lives in Atlanta with his wife and two children.

JUSTIN HONAMAN, SVP, DIGITAL MARKETING SOLUTIONS, MOXIE

Justin Honaman is the SVP, Digital Solutions at Moxie USA (a global digital agency) and is a recognized global marketing leader in the Retail and CPG industries. Prior to Moxie, Justin led Consumer Products Analytics consulting at Teradata, North America Specialty Retail new business development for Coca-Cola, and led the development and deployment of Coca-Cola’s retail sales analytics capability with Coca-Cola Refreshments. Justin’s background also includes extensive strategic business and technology management consulting experience in the areas of business intelligence/ analytics, integrated / digital marketing, ecommerce, and performance management. Justin is also a singer, songwriter, published leadership author, and regular speaker on leadership, personal branding, and professional development. Justin holds an Industrial and Systems Engineering degree from Georgia Tech and an MBA from Auburn University.

CATHY HOTKA, PRINCIPAL, CATHY HOTKA & ASSOCIATES

Cathy Hotka knows most of the retail chief information officers in North America, and creates opportu-nities for senior retail leaders to network with one another. Her firm creates networking events, dinner discussions, summits, and executive events that bring retail CIOs together, and is retail’s go-to player when technology companies need marketing strategies for the retail industry. Clients have included nearly all the largest technology companies pursuing the American market.

She created the CIO Council for the National Retail Federation, consulted to the Retail Industry Leaders Association, and staffed the American Petroleum Institute’s IT Committee and its subcommittees, after six years in the White House and on Capitol Hill. She has extensive experience in working with senior-level decision-makers. She is a Computerworld Premier 100 winner, is a Wharton School of Business and Infosys Transformation Award qualifier, and serves as a judge for CIO Magazine’s CIO 100 Awards each year.

Cathy serves on the Board of Trustees of the Retail Orphan Initiative. She earned a Bachelor of Arts degree in English Language and Literature from the Catholic University of America and resides in Washington, DC with her family.




SIMHA KUMAR, PRESIDENT OF TOYS, SPORTS & FITNESS RETAIL, SEARS

Simha Kumar has 18+ years of broad general management and operating experience across Consumer and Retail facing industries. He is currently President of Toys, Sporting Goods, and Fitness divisions at Sears Holdings with responsibility for Sears and Kmart stores as well as the e-commerce channels. He initially joined Sears Holdings from Amazon as Chief of Staff to the CEO focused on driving margin initiatives for the company as part of the executive leadership team in 2014 focused on the transformation. Prior to Sears, Mr Kumar worked at Amazon for a few years where he managed a few different Retail businesses in the consumer electronics division. Prior to Amazon, he worked for several years at JPMorgan in a variety of roles from managing marketing for a consumer business to working for the firm’s operating committee in a senior strategy and operating capacity. He started his career in professional services in consulting at McKinsey & Co and in investment banking at Deutsche Bank. He has an MBA from the Wharton School.

https://www.linkedin.com/in/simhakumar

BRYAN LALEZARIEN, CEO, MeUNDIES

MUKUND KAUSHIK, VP - IT SERVICES, GLOBAL MARKETING, KIMBERLY CLARK

PHILIP KRIM, CEO, CASPER

As CEO, Philip leads Casper’s comprehensive business strategy, expansion, and vision for the future. Working with the company’s four other co-founders, Philip drives Casper’s goal of becoming the first end-to-end sleep brand. Philip and Casper’s co-founders recognized a paradox in 2014 — a generation of entrepreneurs and working professionals who were placing increasing value on their health and fitness were neglecting sleep. Casper is now reimagining the sleep industry from the ground up.

A serial entrepreneur, Philip has founded and served as CEO at two previous startups, where he focused on new and evolving consumer and e-commerce trends. He launched his very first business out of his dorm room at the University of Texas, Austin.

Philip’s work has been profiled in the New York Times, the Wall Street Journal, and USA Today, and he has been featured on CBS This Morning, Mad Money with Jim Cramer, and Fareed Zakaria GPS on CNN. He was named one of Business Insider’s Silicon Alley 100 and received a TechCrunch Crunchie award for Best in E-Commerce.




THORYN STEPHENS, CHIEF DIGITAL OFFICER, AMERICAN APPAREL

Thoryn Stephens is a prominent business and web analytics professional with expertise in complex data problem solving, data architecture, consumer insights, testing/personalization/recommendations and systems development. With fifteen years of management experience, he is responsible for growth and strategic development within companies such as American Apparel, Fox Networks (Fox Broadcasting, FX Networks and Fox Sports) and Amgen. His documented skill in analyzing user behavior data produces actionable results across a wide variety of platforms and applications.

Thoryn has a background in molecular and cell biology, with multiple scientific publications. His work has led efforts in cardiovascular and infectious disease drug development programs.

When he isn’t synthesizing information, Thoryn enjoys heli/backcountry snowboarding and competing as an Ironman distance triathlete.

• “Mobile Strategy and Millennials” - American Marketing Association - Los Angeles - 12.3.15

• Wharton “Customer Centricity Summit: High-Velocity Growth Conference” in December 2015

• “Driving Global Data Strategy” - Development Institute International - Paris, France - 12.11.15

• “RFID Testing in Retail Environments” - Internet of Retail - London, England - 2.9.16

• “Driving Consumer Centricity” - Brand Innovators - Spotify HQ - Los Angeles - 9.10.15

• “Demystifying Data - Truly Understanding Your Customers” - ClickZ - San Francisco - August 2015

• “Know Thy Customer: The Customer Centric Approach” - CMO100 - New York City - August 2015

• “Mining for Consumer Value in an App” - eMetrics - Boston - October 2014

• “The Power of Analytics Driven Optimization” Adobe Summit Digital Marketing Conference - March 2014. Discussed the challenges and successes of building the first data science and digital optimization program in the history of Fox Broadcasting. The session ranked #4 out of 130 presentations.

STEVE REMPEL, SVP & CIO, RITE AID

LORI TAUBER MARCUS, FORMERLY CHIEF BRAND & PRODUCT OFFICER, GREEN MOUNTAIN/KEURIG

Lori Marcus is an independent board director & board advisor and the founder of Courtyard Connections – an advisory firm focused on Marketing and Leadership in the consumer goods, retail, foodservice, and consumer electronics industries.

Most recently, Lori was Chief Global Brand and Product Officer at Keurig Green Mountain. With more than 30 years of broad-based marketing and general management experience, Lori was responsible for global brand and product management for the Keurig system of innovative coffee brewers and beverages. She also drove the development of the groundbreaking cold beverage system, Keurig Kold™, partnering with world-class companies like The Coca-Cola Company & Dr. Pepper Snapple Group. During her tenure at Keurig Green Mountain, she also led the company’s global marketing efforts and all aspects of e-commerce, digital/social media, marketing insights, and graphic design.

Previously, Lori was the SVP, Chief Marketing Officer of The Children’s Place Retail Stores. Prior to that, she spent 24 years with PepsiCo in marketing positions of increasing responsibility, culminating in her appointment as Senior Vice President, Marketing Activation for PepsiCo Beverages, North America. Her previous PepsiCo experience included responsibility for global strategic initiatives, product innovation, customer marketing, brand marketing, and strategy in their beverage and foodservice divisions. She earned her BS degree in Marketing from the Wharton School of Business at the University of Pennsylvania. Ms. Marcus currently serves on the Board of Directors for the Multiple Myeloma Research Foundation where she chairs the Resource Development committee. She also is on the CMO advisory board for VentureBeat and is a board advisor to Carrington Farms.




TONY SARSAM, CHIEF EXECUTIVE OFFICER, READY PAC FOODS, INC.

Tony Sarsam is a highly respected leader with a proven track record of managing world class operations and driving innovative product development. Tony has outstanding operating experience and a reputation for building a strong performance culture.

Since joining Ready Pac Foods, Tony has energized the organization around a mission of “Giving people the freedom to eat healthier.” He has assembled a world-class leadership team and has the company on a significant growth trajectory.

Prior to joining Ready Pac, Tony was President of the Nestlé USA Direct Store Delivery Company, which serves Nestlé’s frozen pizza and ice cream businesses and is the world’s largest frozen DSD sales organization.

In 2006 Tony joined Dreyer’s as Executive Vice President of Operations and Supply Chain, with responsibility for manufacturing, procurement and supply chain. He later served as the Executive Vice President of Sales and Operations with responsibility for sales, manufacturing, and distribution. Prior to joining Dreyer’s, Tony spent 20 years with PepsiCo’s Frito-Lay business. He joined Frito-Lay as an associate engineer and progressed through a series of significant leadership roles including Plant Manager, Director of Finance, and Region Vice President for Sales and Distribution in the West. He also led the development of Frito-Lay’s and PepsiCo’s overall Sales and Supply Chain strategy as Vice President of Go-to-Market Strategy.

Tony has a degree in Chemical Engineering from Arizona State University and a Master of Science degree in Management from Stanford.

Tony currently lives in Los Angeles county (Monrovia), California with Judy, his wife of 28 years, and their two daughters, Kamila (19 years) and Karissa (16 years). In March 2010 Tony’s family adopted three siblings from Kazakhstan: Andrew (12 years), Victoria (10 years), and Nicholas (7 years). In his ‘free’ time Tony is an active member of his church and enjoys spending time with his family, including movies, traveling both Internationally and domestically, and participating in the kids’ various sports pursuits.

RUSSELL WEINER, PRESIDENT, DOMINO’S USA

An innovative and creative leader, Russell Weiner was named president of Domino’s USA in October 2014 after serving as chief marketing officer for nearly six years. In his role, Weiner is responsible for marketing, operations, store growth and development, as well as overseeing the Team USA division ofcorporate-owned stores at Domino’s.

Named Brandweek’s 2010 Marketer of the Year in the restaurant category, Weiner was responsible for the reinvention of Domino’s menu (80 percent of which is new since his arrival at the company), which led to record-setting sales increases beginning in 2010, which continue to this day. Under Weiner’s leadership, Domino’s introduced a new recipe for its traditional pizza, as well as Handmade Pan Pizza, American Legends, Stuffed Cheesy Bread, Specialty Chicken and Parmesan Bread Bites – just to name a few.

The advertising that launched the “new and inspired” pizza recipe was the highest-rated spot ever in the restaurant industry based on more than 10 years of tracking conducted by the Millward Brown agency. Weiner was named one of the 10 Who Made Their Mark in 2010 by Advertising Age, joined by the likes of Betty White and Conan O’Brien.

Domino’s innovation doesn’t just focus on food. Weiner led the creation of the “pizza theater” store design, the development of a new logo for the brand and numerous digital marketing and social media innovations. He also oversaw the creation of the DXP pizza delivery vehicle, as well as marketing support for a number of technology innovations and launches. Weiner also led the development and rollout of an updated Domino’s global brand mission, a platform that was announced to a global audience at the 2014 Worldwide Rally in Las Vegas.

Prior to joining Domino’s in 2008, Weiner led the marketing for Pepsi’s $14 billion North American cola business, overseeing $250 million in advertising and promotional spending. He has both Emmy and Effie award-winning television commercials to his credit, and led the development and launch of Diet Pepsi Max and Pepsi’s largest promotion ever, “Pepsi Stuff.” He was also marketing director for Pepsi Innovation, responsible for the introduction of such products as Pepsi Vanilla, Pepsi Lime, several Starbucks products and packaging innovations. He was named one of Brandweek’s 2008 Top 10 Marketers of the Next Generation and was listed in Advertising Age magazine’s Top 40 Under 40 in 2007.

Weiner earned his M.B.A. in marketing and international business from the New York University Stern School of Business in 2001. He received a B.A. in government from the Cornell University College of Arts and Sciences. A native of Bronx, New York., Weiner and his wife, Wendy, have three children andcurrently reside in Ann Arbor, Michigan.




MARY BETH WEST, CHIEF CUSTOMER AND MARKETING OFFICER, JC PENNEY

Mary Beth West joined JCPenney as executive vice president, chief customer & marketing officer in June 2015. West is responsible for leading the Company’s customer engagement strategy, overseeing all facets of brand advertising and promotion, including creative, traditional and digital media, events marketing and publicity, as well as customer relationship management. She also leads the organization’s philanthropy function. West brings over 25 years of general management and consumer marketing experience with expertise in brand management, integrated marketing communications and consumer insights and strategy.

West previously served as a member of the Board of Directors at JCPenney from 2005-2015. Prior to her current role, West held the top marketing role with Mondelez International Inc., where she served as executive vice president and chief category and marketing officer. She has worked in numerous leadership positions at General Foods and Kraft, most notably as executive vice president and chief marketing officer of Kraft Foods.

West holds a Bachelor of Science degree in management from Nazareth College and a Master of Business Administration in marketing from Columbia University.

REGISTER TODAY FOR THE

3rd Annual Retail & CPG Summit Customer Experience:

STRATEGIC COLLABORATION FOR OMNI-CHANNEL SUCCESS

Knowledge.WhartonEvents.com/Growth




THE VENUE & LOCATION

CONVENE MIDTOWN • 730 Third Ave (bet 45th and 46th)New York, NY 10017 • 646.854.7950

Convene at 730 Third Avenue is New York’s largest dedicated conference center; over 26,000 square feet of dedicated meeting space offering groups from 20 – 450 spectacular views, state-of- the-art built-in technology and resource-rich conference rooms. The site’s design carefully blends classic corporate architecture and timeless finishes with Convene’s progressive technology package and anticipatory service offering.

Please visit our website knowlege.whartonevents.com/growth for information on booking your hotel room.

A SAMPLE OF ATTENDEES FROM OUR PAST RETAIL & CPG SUMMIT:




The Wharton School of the University of Pennsylvania is committed to sharing its intellectual capital through Knowledge@Wharton, the school’s online business analysis journal and events.

Knowledge@Wharton events blend together practical business perspectives with strategic insights delivered by the finest academic and corporate minds in the world.

Built to extend the Wharton School’s intellectual capital into the business world through a live and interactive environment, Knowledge@Wharton events provide attendees with a unique opportunity to share knowledge, best practices and innovations that will help drive growth and opportunity for any enterprise, large or small.

ABOUT THE ORGANIZERS

An entrepreneurial company at heart, Momentum believes in committing our people, capital and ideas to helping our partners develop, grow and innovate sustainable conferences and live event experiences across multiple audiences and industries. For more information, visit us at www.momentumevents.com.

LEAD SPONSOR


3rd Annual Retail & CPG Summit Customer Experience

UNDERWRITERS

In this era of unprecedented change, technologies like social, mobile, dig data and the Cloud are converging and interacting, disrupting traditional business operations at lightning speed. As a result, your business faces both increased uncertainty and extraordinary opportunities. TCS’ fully integrated Digital Software & Solutions can help you serve your customers better and thrive in this rapidly changing digital environment.

SUPPORTING SPONSOR

Custora is a predictive marketing platform built for e-commerce teams. Our software helps retailers acquire valuable customers and improve customer retention . Our software analyzes data to predict how customers will behave in the future — the things they’re likely to buy, how much they’ll spend, even how often they’ll shop. These customer-specific insights enable brands to advertise and communicate in more effective and meaningful ways.

LUNCHEON SPONSOR

Afilias is the world’s second largest Internet domain name registry, with more than 20 million names under management. Afilias powers a wide variety of top-level domains, and will soon support hundreds of new TLDs (top level domains) now preparing for launch, including TLDs for cities, brands, communities and generic terms. Afilias’ specialized technology makes Internet addresses more accessible and useful through a wide range of applications, including Internet domain registry services, Managed DNS and Mobile & Web services like goMobi® and DeviceAtlas®.

VENUE SPONSOR

Convene at 730 Third Avenue is New York’s largest dedicated conference center; over 26,000 square feet of dedicated meeting space offering groups from 20 – 450 spectacular views, state-ofthe-art built-in technology and resource-rich conference rooms. The site’s design carefully blends classic corporate architecture and timeless finishes with Convene’s progressive technology package and anticipatory service offering.

Founded in 1881 as the first collegiate business school, the Wharton School of the University of Pennsylvania is recognized globally for intellectual leadership and ongoing innovation across every major discipline of business education. With a broad global community and one of the most published business school faculties, Wharton creates economic and social value around the world. The School has 5,000 undergraduate, MBA, executive MBA, and doctoral students; more than 9,000 participants in executive education programs annually and a powerful alumni network of 94,000 graduates.




CONFERENCE AGENDA

8:00am Registration & Breakfast

9:00am CO-CHAIRS OPENING REMARKS: WHO OWNS CUSTOMER EXPERIENCE IN THE DIGITAL AGE?

Day 1: Wednesday, May 10, 2016

9:20am CELEBRATING THE CENTENNIAL: KEDS TURNS 100

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2016 marks 100 years of Keds. Before Keds we did not even have a word for sneaker and now not only has our vocabulary expanded and developed, but so has just about every aspect of the CPG and Retail industries. Hear from Keds Chief Marketing Officer about the art of keeping your brand relevant even as shopping trends and fashion styles come and go. With effective leadership a brand can meet its customers digital demands without forsaking its essence and traditions.

In a 2012 article Forbes predicted that in five years CMOs would be spending more on IT than their CIO counterparts. Now, three years later, the emerging reality reflects not necessarily a shift in spending (although in many cases that shift has taken place), but increasingly blurred lines of ownership and increasing demands for collaboration across these roles as well as across the entire C-Suite.

10:40am Networking Break

Emily Culp CMO Keds


Lori Tauber Marcus Former Chief Global Brand & Product Officer Green Mountain/Keurig

11:00am LIVE AND UNSCRIPTED: INTERACTIVE INSIGHTS

The depth of knowledge that our speakers have to offer far surpasses the time allotted in a single session. Take this opportunity to ask specific questions about how these leaders balance priorities, make tough calls and address their own knowledge gaps. The speakers alongside a moderator will thoughtfully answer questions while engaging with one another as ideas are sparked.

10:00am FROM TRANSPARENCY TO TRUST TO TEXTED TRANSACTIONS

Domino’s Pizza has perhaps done more than any other brand to make it easy for their customers to connect across all channels. From tweeting a pizza emoji or texting it to open-minded listening about how to improve their product Domino’s has set the bar and turned around their brand. Learn the strategies that have succeeded for Domino’s to ease and improve every customer interaction.


Lori Tauber Marcus Formerly Chief Brand & Product Officer Green Mountain/Keurig

Emily Culp CMO Keds






11:30am CASE STUDY: RITE AIDE, PARTNERING TO PROTECT AND IMPRESS CUSTOMERS

Tariq Farid Founder and CEOEdible Arrangements

1:30pm COLLABORATIVE CONVERSATION – WHO OWNS CUSTOMER EXPERIENCE? YOU DECIDE

1:50pm ACTIONABLE OUTCOMES

Benefit from this opportunity to benchmark at both vertical and role specific roundtables as you discuss owner-ship of customer experience at your organization. Learn from one another as you determine not only the current state of ownership, but also the ideal executive structure for the impending retail and CPG landscape.

One representative from each table will take the microphone to share that table’s insights and respond to questions from our Co-Chairs in order that everyone leave with some actionable changes they can use to improve their corporate strategies.

3:10pm RETAIL STORE AS INNOVATION LAB

The Retail Store is not extinct, it is evolving. For all the buzz about E-Commerce 90% of retail purchases still take place in store. Many digitally native brands are taking advantage of this statistic by establishing brick and mortar outlets that act as an extension of the experience already begun via their website, apps, and social channels. In order to keep pace established retailers must innovate in order to deliver the best possible in store experience.

Moderated Roundtables

The data is out there. Every time a customer makes a purchase, visits a website, or walks past a beacon it is possible to learn a little bit more about them. At this point the challenge is how to sift through this wealth of data to find the salient details and once you have found them, how do you turn that information into actions that will improve the customer experience.

12:30pm Lunch

Steve Rempel SVP & CIO Rite Aid

2:10pm Networking Break

2:30pm THE EXPERIENCE FIRST BUSINESS MODEL

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While legacy retail and CPG brands strive to establish their digital identity and make the most of consumers increasingly diffuse attention, digitally native brands have found that starting with a great customer experience and working backwards pays dividends in loyalty and Word of Mouth. These brands capitalize on their millennial employees instinctive understanding of emerging channels and communicate in a voice that resonates with the consumer. Discover the strategies that can translate from Digitally native start-ups to long-established brands.

Philip Krim CEO Casper

Noor Abdel-Samed VP Omni-Channel BJ’s Wholesale Club

Bryan Lalezarian CEO MeUndies




3:55pm STRUGGLING TO SEAMLESS – ONE CLASSIC BRAND’S JOURNEY OF REINVENTION

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It is not a bad thing for your brand to be suggestive of middle American reliability, but it is a bad thing for any brand to appear trapped in the past. Even the most loyal customers demand a consistent experience across all channels. With effective leadership a brand can meet its customers’ digital demands without forsaking its essence and traditions.

Keep the conversation going as you clink a glasses with colleagues at this fun and social event.

Mary Beth West Chief Customer and Marketing Officer JC Penney

4:40pm CLOSING COMMENTS

5:00pm DAY 1 CONCLUDES – COCKTAIL RECEPTION

Day 2: Thursday, May 11, 2016

8:00am Registration & Breakfast

8:45am DAY 2 OPENING REMARKS

9:00am THOUGHT LEADERSHIP IN DIALOGUE: MERCHANDISING THE DIGITAL EXPERIENCEJustin Honaman SVP Digital Moxie

Thoryn Stephens Chief Digital Officer American Apparel

9:40am INSIDER TIPS TO FINDING AND SERVING YOUR BEST CUSTOMERS IN ORDER TO FULLY REALIZE YOUR BRAND POTENTIAL

Without customers you have no brand, but are all customers created equal? New advancements in data collection and analysis allow you to discover your most loyal customers. Learn from actively customer-centric brands how prioritizing your customer experience to suit your very best customers can dramatically increase profits.

11:40am ASSURED MUTUAL CREATION: HOW RETAIL & CPG BRANDS CAN COLLABORATE FOR SUCCESSRetail and CPG Brands need on another. Without retail outlets CPG brands lose their end consumers and without products to sell retail outlets lose their purpose. As start-ups continue to disrupt traditional models brand leaders from both sides must work together to create solutions and avoid destruction.

10:40am Networking Break

12:40pm CLOSING COMMENTS

1:00pm DAY 2 CONCLUDES

11:00am FIRESIDE CHAT: NAVIGATING THE OPEN FEEDBACK LOOP

Social media has broken down barriers between brands and their customers such that as products are developed, marketed and sold, brands receive almost constant feedback along the way. Determining how to respond to this feedback and incorporating it successfully into your product strategy is a complicated process, but is absolutely necessary. When customers know that they are heard and their opinions are valued they in turn engage more deeply with a given brand.




ADDITIONAL EVENT INFORMATION

THE FUTURE OF THOUGHT LEADERSHIP DELIVERED TODAYAs competition has significantly increased, resources have been curtailed and the overall economics of the industry have shifted, the race to, and critical importance of, establishing your organization as true subject matter experts with unique abilities and specialized access to methodologies and strategies has never been more important.

As the field gets perpetually more crowded, how can today’s smart company rise above the background noise to ensure that the right people hear your message in the intended capacity?

The answer is High-Velocity Growth’s thought leadership solutions.

Let us design the right thought leadership solution that supports your strategic objectives and doesn’t break your budget because our passion lies with driving value for all our clients and making the conference experience enjoyable again.

To learn more, contact:Ben Greenzweig, Co-Founder, [email protected]

Now, when you visit www.momentumevents.com on your iPhone, Android, Blackberry or other smartphone you’ll receive specially designed and displayed mobile content and navigation which makes accessing your event on-the-go a breeze.

You can…

• Review the agenda for any event• View the speaker profiles and connect via LinkedIn or Momentum Connect• Connect with fellow registered attendees through Momentum Connect Mobile EditionTM • Send messages to fellow attendees and speakers• Arrange “at conference” meetings and appointments with fellow attendees prior to the event.• Obtain a GPS-enabled map and directions to the event• Contact the event hotel directly• Register for an event• Modify or cancel a registration• View our latest videos and tweets...and more.

Visit us on your smartphone today and join the conversation.

“Apart from providing the

highest caliber of speakers

and content, this conference

was one of the rare events

where real business deals are

actually made because the

audience is full of decision

makers. I would know as

I personally made at least

one big deal myself between

sessions.”

— CEO, Green Box Foods

Bring three peers or more (group of 4 in total)Everyone receives 15% off registration.

Additional registration discounts may be available if:

• Your company is a sponsor, you qualify for up to a 20% discount from the standard & onsite rate

• Your company is speaking, you qualify for up to a 15% discount from the standard & onsite rate

If you qualify for the above and do not have a promotion code to apply to your online registration, please contact [email protected]

Important NoteNo two discounts can be combined. Please note that early registration discounts – if currently applicable – may be better value than some of the discount opportunities here, so please register today to secure the lowest price.

GROUP DISCOUNTS

Matt Godson, CEO Momentum

Matt




REGISTRATION INFORMATION

For faster and more accurate service, please register online at knowledge.whartonevents.com/growth. Online registrants may pay by credit card, wire transfer, check or request an invoice.You may also use this form and mail it with payment to: Momentum Event Group 50 Dimond Avenue, Cortlandt Manor, NY 10567

O YES, PLEASE REGISTER THE FOLLOWING ATTENDEES FOR THE 3RD ANNUAL RETAIL AND CPG SUMMIT CUSTOMER EXPERIENCE

Contact DetailsName __________________________________________________________Position _____________________________________________

Approving Manager ______________________________________________Position _____________________________________________

Organization _________________________________________________________________________________________________________

Address _____________________________________________________________________________________________________________

City ___________________________________ State ___________________ZIP Code _______Phone_______________________________

Fax ___________________________________ E-mail __________________Type of Business _____________________________________

PLEASE QUOTE THE NAME OF THE ATTENDEE(S) AND THE EVENT CODE 210W16-NYC AS A REFERENCE.Please e-mail [email protected] to receive Wire Transfer and ACH details.

W9: If you require a W9, please download it directly from www.momentumevents.com/w9

Please charge my: O VISA O MASTERCARD O AMEX O DISCOVER O PLEASE INVOICE ME

Card Number ___________________________________________________________________________________

Exp. Date _______________Signature _______________________________________________________

O I HAVE ENCLOSED MY CHECK FOR $_________MADE PAYABLE TO MOMENTUM EVENTS. O ACH PAYMENT

FOR CREDIT CARD AUTHORIZATION

BOOKING FORM

Register online at Knowledge.WhartonEvents.com/Growth, email [email protected] or call 646.807.8555.Group BookingsDiscounts are available for groups. Register two attendees employed by the same organization and receive a 10% discount on both bookings. Register three or more attendees from the same organization for bigger savings. These discounts may not be combined with any other offer. All attendees in a group must have the same employer and must register together in one transaction. One invoice will be issued to the group lead.

ATTENDEE FEE INCLUDES CONFERENCE AND ALL WORKSHOPS, MOMENTUM CONNECT AND POST-EVENT WEBINARS (All Prices USD)

3rd Retail & CPG SummitEARLY REGISTRATION STANDARD REGISTRATION LATE REGISTRATION

Until 12/31/2015 Until 3/1/2015 Until 5/10/2015

Full Attendee Pass $1,295 $1,595 $1,895

*The “Industry” category includes any company that manufacturers or sells a durable or non-durable good. The “Other” category covers any company providing a service to the industry, including (but not limited to) professional services, software, systems integration, etc.

Terms and Conditions• Registration fees may not be shared among people from the same firm or company.• Payment must be received in full by the conference date. • Any early registration or other discounts cannot be combined and must be applied at the time of registration.• Group discounts are available to individuals employed by the same organization.If you are unable to attend the conference, you may designate a substitute. Substitution, cancellation and refund requests must be made via e-mail to [email protected] in accordance with the information found online at: http://momentumevents.com/attendee-information. There are no refunds for no-shows. All requests for refunds or changes to your hotel room reservation must be made directly with Nasdaq.

Photos and VideoEvent 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.


knowledge@wharton’s 3rd annual retail & cpg summit...

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