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Knowledge@Wharton’s 3rd Annual Retail & CPG Summit Customer Experience: STRATEGIC COLLABORATION FOR OMNI-CHANNEL SUCCESS 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. Mukul Pandya Executive Director, Editor-in-Chief Knowledge@Wharton The Wharton School of the University of Pennsylvania EVENT CHAIRS: EVENT HOST: Dave Finnegan CIO Orvis FEATURING A COMPLETELY UPDATED PROGRAM AGENDA FOR 2016. HEAR FROM SENIOR RETAIL AND CPG LEADERS INCLUDING: Thoryn Stephens CDO American Apparel Russell Weiner President, USA Domino’s Mary Beth West Chief Customer & Marketing Officer JC Penney LEAD SPONSOR: Lori Tauber Marcus Global CMO Peloton Cycles LUNCHEON SPONSOR: BREAKFAST SPONSOR: VENUE SPONSOR: ASSOCIATE SPONSORS: SUPPORTING SPONSORS:

3rd Annual Retail & CPG Summit Customer Experience:

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Page 1: 3rd Annual Retail & CPG Summit Customer Experience:

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.

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

EVENT CHAIRS: EVENT HOST:

Dave Finnegan CIO Orvis

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

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

Thoryn Stephens CDO American Apparel

Russell Weiner President, USA Domino’s

Mary Beth West Chief Customer & Marketing Officer JC Penney

LEAD SPONSOR:

Lori Tauber Marcus Global CMOPeloton Cycles

LUNCHEON SPONSOR:BREAKFAST SPONSOR: VENUE SPONSOR:

ASSOCIATE SPONSORS:

SUPPORTING SPONSORS:X X

X

X

X

X

X

.5X

2 X

.5X

Artwork provided. Please do not recreate.

Date : 31 I 01 I 2007Title : Tata and TCS Marks - StackedDesign Magger : Gargi SharmaProject Co- ordinator : Vishal JhunjhunwalaColour : Pantone 2427 CSoftware Formats : CorelDraw 11, Adobe Illustrator CS2

IMPORTANT : COLOURS USED TO CREATE THIS MECHANICAL ARE FOR VISUAL SUGGESTION ONLY. USE PANTONE COLOUR SWATCHES TO MATCH FOR CORRECT COLOURS. EVEN THOUGH THIS MECHANICAL HAS BEEN CHECKED FOR ACCURACY, PLEASE DOUBLE CHECK PRIOR TO RELEASE TO THE VENDOR. IF INSTRUCTIONS ARE FOUND DEFICIENT, PLEASE CONTACT corporate.o�[email protected]

Tata and TCS Marks - StackedFor use in 2D applications

Tata Consultancy Services Identity Guidelines I Jan 2007

Guide-sheet developed by Design Services, Corporate MarketingCopyright © 2007 Tata Consultancy Services Limited

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3rd Annual Retail & CPG Summit

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

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

Follow Us on Facebook:

/knowledgeatwharton/momentumeventco

Follow Us on Twitter:

@WhartonAsks @momentumeventco

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3rd Annual Retail & CPG Summit

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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.

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

CONFERENCE SPEAKERS

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

PV BOCCASAM, CEO, ORCHESTRO

KEITH ADEST, SECURITY ENGINEER, DELL

ANDREW CHERWENKA, VP, COMMERCIALIZATION, KINETIC

SEAN BUNNER, VP NEW BUSINESS DEVELOPMENT, HSN

Sean Bunner serves as the Vice President of New Business Development for HSNi where he is responsible for developing opportunities across marketing, merchandising, and digital that leverage HSN’s unique platform for storytelling and building brands.  Sean is developing HSN’s leadership in Multicultural and Entertainment where content drives commerce through partnerships like HGTV, Disney, Univision, Margaritaville, Universal, Paramount and Fox.  

Prior to this role, Sean was OVP of Advanced Services where he helped launch many of HSN’s innovations in interactive TV, digital video, social and mobile commerce. Sean currently serves on the Academy of Television Arts & Sciences Interactive Media Peer Group Executive Committee.

Before joining HSN, Sean worked in investment banking for five years at Tunstall Consulting where he was the lead Director for technology company financings and strategic plans, including many telecommunications and cable related technology providers. Prior to this, he worked at Honeywell for seven years in various Corporate Finance roles. Sean is a CPA and graduate of the University of South Florida where he received a Masters in Business Administration and B.S. Accounting. He resides in Florida with his wife Ellen and their three children.

RON CONNORS, SONICWALL SPECIALIST, DELL

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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.

SORAYA DARABI, FOUNDER, ZADY.COM

CY FENTON, PRESIDENT, BOOKSAMILLION.COM, BOOKS-A-MILLION

RICK DAVIS, VP, BUSINESS INTELLIGENCE, KELLOGG

TAMMY ECKENSWILLER, VP BRAND CREATIVE, REBECCA MINKOFF

ROBIN COPLAND, VP RETAIL, THOUGHTWORKS RETAIL

“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.”

— Founder & CEO, hint Inc. 2014 Participant

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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.  

MATT HAMORY, PRINCIPAL, KPMG

Matt is a Principal in KPMG Strategy with over 16 years of experience in strategy and operations consulting, focused in the retail and consumer sectors, particularly food/ drug/ mass/ club and specialty retail. He specializes in business transformation and consumer and market strategy with his clients, from fundamental strategy development to sustained execution. He has extensive experience leading engagements in strategy and operations across a variety of core retail topics, particularly in merchandising, operations, marketing, and finance. Matt has an AB degree from Princeton University.

STACY GORDON, CMO – US EAST, LATENTVIEW

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.

GURU HARIHARAN, CEO, BOOMERANG COMMERCE

Formerly a retail merchandising, supply chain, and cloud business leader at Amazon, Guru is passionate about the future of retail. At Amazon, Guru worked in the inception stages of the supply chain and retail merchandising organizations. He also co-founded one of Amazon’s cloud businesses, driving it from ideation to cash flow positive, and established Amazon’s first self-service B2B marketing channel. As the General Manager of the Marketplace Experience at eBay, he led the global team that launched the eBay “Fast N’ Free” program that drives hundreds of millions of dollars in free cash flow. Guru earned his MS in Computer Engineering (with a focus on Machine Learning) from the University of Texas at Austin, and his MBA from the Wharton School.

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JULIO HERNANDEZ, GLOBAL CUSTOMER LEAD & NORTH AMERICA CUSTOMER PRACTICE LEAD, KPMG

Julio has 20 years of management consulting experience focused on strategy formulation; marketing, sales and service strategy and transformation; and enterprise analytics. During his career, Julio has served clients across multiple industries including consumer goods, retail, health care, telecommuni-cations and energy. Julio has also been responsible for building multiple consulting practices including marketing sciences, customer analytics, customer contact transformation, marketing transformation and enterprise analytics. Julio’s most recent role was the North America Lead for a $1B+ analytics’ business where he was responsible for cross-industry and cross-functional analytics including analytic strategy, advanced analytics, BI and Enterprise Information Management. Julio has worked with clients across the globe including North America, Europe and Asia. He has multiple patents and patents pending for both customer experience and analytics. He has also been cited in multiple periodicals including the Financial Times and Forbes. Julio has a BBA from Emory University and an MBA from Harvard Business School.

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 opportunities 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.

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BETH ANN KAMINKOW, GLOBAL CMO, WESTFIELD CORP.

Beth Ann Kaminkow, Chief Operating Officer, Wearable Experiments, a Fashion Tech company that designs one-of-a-kind products that enhance engagement and experience. Current products include: Fan Jerseys, Fitness/lifestyle Tights, and Lingerie. WE:EX makes data sexy by converting it into sensorial experience and haptics. 

Prior to WE:EX she was the Global Chief Marketing Officer, EVP Experience Design, Westfield Corp. Responsible for setting the marketing communications strategy for both business to business and consumer facing brand building engagement across physical and digital channels. Working in close partnership with the digital Labs and brand Entertainment groups to deliver a new vision and reality for the future of retail. Accomplishments include the launching of Bespoke, a one-of-a-kind co-working and innovation space, and the launching of The Village at Westfield Topanga — both projects led from concept to execution and both reshaping the future of retail. She also played a pivotal role in creating the strategy and positioning for the launch of Westfield World Trade Center. At a holisticlevel, she designed a global brand identity architecture and established brand meaning and positioning communicated across all media channels and the full portfolio of developments.

Previously President and CEO, TracyLocke, a global Omnicom agency. Beth Ann led TL’s transformation into what they call Buy Design which landed them in the top five of retail marketing agencies for six years running and 2011 and 2012 Promo-Marketing Agency of the year. She is a thought leader in the area of Omnichannel Retail writing articles, publishing white papers, speaking at conferences and consulting with clients. Beth Ann’s past and present clients include such diverse brands as PepsiCo, Gatorade, Starbucks, Walmart, HP, T-Mobile, IBM, Clorox, Johnson & Johnson, Fidelity, Samsung, Pfizer, Reebok, Gillette, Philips, Research In Motion (Blackberry), Dick’s Sporting Goods, YUM Brands, KAO, Sun Products, Chase, Playstation, and Kimberly-Clark

In 2011 Beth Ann was named one of Ad Age’s Women to Watch and a Women of the Year by the Dallas Business Journal. In 2012 she was honored by NAPW. She serves on numerous advisory boards and boards including Google’s Shopper Marketing board, Back on My Feet, Downtown Dallas Inc., and Syracuse University’s Newhouse board. She is a member of the NY Metro Chapter of YPO. Personally, she is married to Michael Schrage and is an endurance athlete. She is also an auntie extraordinaire!

BARBARA KAHN, DIRECTOR, BAKER RETAILING CENTER, THE WHARTON SCHOOL

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

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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.

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

SANDI MICHELS, VP, CONSUMER INSIGHTS, DRESS BARN

A specialty retailer with more than 800 stores nationwide, dress barn is focused on giving our target woman relevant fashion that fits her stage of life -- that is both age appropriate and stylish.

I lead the Customer Knowledge team, combining CRM, Analytics  and Insights to drive the organization’s understanding of customer centricity and to have a more holistic view of the customer. We determine what the customer really values in order to make that connection and build loyalty.  

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LORI TAUBER MARCUS, GLOBAL CMO, PELOTON CYCLES

Lori Tauber Marcus drives marketing and sales governance with deep global corporate and consumer insights, helping organizations expand businesses internationally, enhance brand equity and accelerate sales with innovative marketing solutions. She currently serves as a C-suite and board leader for private equity and venture capital backed corporate entities. As Chief Marketing Officer, Peloton Cycle, a private equity and venture capital backed home fitness innovator, Lori drives business growth with strategy, brand marketing, communications, PR, social/digital media, consumer insights, data analytics, creative services, and community engagement.

Separately, Lori serves in multiple board and Advisory roles. A Board Member and now Vice Chair of the Multiple Myeloma Research Foundation Board, Lori has helped double corporate giving and triple overall revenue, introducing a new corporate development model and leading strategic re-branding and customer/patient-centric digital marketing efforts over the past decade. Lori also serves on the CMO Advisory Board for VentureBeat, and as an Advisor to the CEO and CMO of Carrington Farms.

Previously in global corporate roles, Lori was a lead marketing and operating executive. Most recently, as Chief Global Brand and Product Officer for Keurig Green Mountain Inc., Lori led an approximate $1B P&L while establishing a global footprint for multiple business lines and leading the launch and commercialization of new multi-billion dollar products. Earlier, Lori served as Chief Marketing Officer and Senior Vice President for The Children’s Place Retail Stores where she created the company’s first brand strategy and delivered its first integrated marketing system and new e-Commerce, digital, and mobile marketing tools. Prior to that, Lori built a successful 24-year career with PepsiCo, holding national and global Senior Vice President and general management roles, and earlier Vice President, marketing and brand management roles. Lori started her career with a division of A.C. Nielsen.

Lori holds a business degree from The Wharton School of Business at the University of Pennsylvania. She is committed to leadership, lifelong learning, personal and professional development, and as such, inspires others as an active presenter on leadership, management and marketing topics. Lori has been inducted into the YWCA’s Academy of Women Leaders, and resides in New Canaan, CT, with her family.

STEVE REMPEL, SVP & CIO, RITE AID

Steve Rempel is the SVP and CIO at Rite Aid Corporation and in this role has for all aspects of the company’s technology and information operations, including computer systems, network infrastructure, telecommunications and data security as well as the continued development and execution of Rite Aid’s immediate and long-term information technology strategy.

Before joining Rite Aid Steve Rempel served as the President and CEO of Balance Innovations, a cash management solutions software company, Balance Innovations’ software is utilized in more than 8500 retail locations throughout the United States and Canada with marquee customers including Kroger, Safeway, Lowe’s and Meijer.

Prior to Balance Innovations, Steve spent more than 35 years in the retail industry with Safeway, acquiring a vast knowledge base across retail technologies, supply chain, loyalty, marketing, merchandising, administration services, business intelligence (BI), advanced analytics, health & wellness, off-shore development/support, brand acquisitions/mergers and subsidiary expansion.

Steve has served on numerous boards including CouponCloud.com, Oomoqu.com (a high tech startup) and has been a featured speaker at many industry events.

VIVEK RAJ, VP, BUSINESS UNIT HEAD – RETAIL & CONSUMER GOODS, TECH MAHINDRA

ROB REISER, DIRECTOR, INFORMATION SECURITY, TORY BURCH

Rob Reiser is the Director Information Security at Tory Burch for 160 global locations and e-commerce.  Rob has more than 25 years of retail technology experience including the bookstore and department store industries.  His career has included ensuring compliance for SOX, PCI and PII security regulations.

Rob also has a background in infrastructure technology and wireless communications. He has designed solutions for remote connectivity for inventory purchasing and mobile point of sale.

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BRETT ROBBINS, HEAD OF BUSINESS DEVELOPMENT, CUSTORA

Brett Robbins is the Head of Business Development at Custora. Over the past three years, Brett has helped Custora establish its dominance as the leading Retention Marketing platform for retailers. While serving as the company’s Head of Sales, Brett built partnerships with national retailers such as Ann Inc. and Nordstrom Companies while also bringing Custora to international markets. In his current role, he is responsible for strategy and product development for Custora’s new business verticals and growth areas.

Prior to joining Custora, Brett spent several years in operating roles at startups and private equity-owned companies. During this time he led the turnaround for a travel publication and was part of the team responsible for launching a technology solution for patient health management in hospital systems.

The bedrock of Brett’s experience lies in strategy. As an Engagement Manager with McKinsey & Company in New York, he worked with global financial institutions, retailers, and social sector foundations. While at McKinsey, Brett published several white papers on digital organization design and capability building in digital marketing excellence.

Brett has traveled extensively and has worked in several of the world’s fastest growing emerging markets. He received a BA in Economics and Anthropology from Columbia College where he graduated magna cum laude.

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.

SWAN SIT, VP, GLOBAL DIGITAL, ELIZABETH ARDEN

LUIS SOLIS, STRATEGIC GROWTH EXECUTIVE, SIGNALS GROUP

Luis Solis, Strategic Growth Executive at Signals Group is an innovation advisor to corporate executives, “scale-up” leader in start-ups, and in-demand speaker on business transformation, Luis guides Global 1,000 brands CXOs on “realizing” the value from big data analytics in the executive suite.  He authored “Innovation Alchemists: What Every CEO Needs to Know to Hire the Right Chief Innovation Officer” and earned an MBA/JD from Stanford University. You can find more on Luis at:  https://www.linkedin.com/

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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.

JOHN SOWELL, HEAD OF MEDICARE STRATEGIC DISTRIBUTION, AETNA

John Sowell is Vice President of the Medicare Strategic Distribution channels at Aetna, Inc. He is responsible for individual Medicare product sales including Medicare Advantage, Prescription Drug plans, Medicare Supplement and other complementary products through private exchanges, branded affinity partners, retail locations, strategic call centers and non-traditional partnerships.

Since 2005, John has been a part of some of the most recognizable and effective Medicare Advantage enrollment programs nationally, resulting in over three million combined enrollments. Following work with national carriers, he led marketing for one of the nations-fastest growing Medicare Advantage plans, and received national recognition for DRTV, direct mail, public relations and website production and effectiveness. In addition, John served as a TV spokesperson, providing education to Medicare beneficiaries from coast-to-coast.

Currently, John leads a diverse group of high growth Medicare channels on the leading edge of health coverage advancements. His team launched the first nationally-televised live Medicare cable program with HSN last fall, following another groundbreaking series of programs for critical illness products. This is just one area of innovation and market expansion for the Strategic Distribution team at Aetna.

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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.

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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:

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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.

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.

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CONFERENCE AGENDA

8:00am Registration & Breakfast

9:00am CUSTOMER EXPERIENCE: AN INTRODUCTION TO OUR EXPLORATION

Day 1: Wednesday, May 10, 2016

9:40am 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.

Emily Culp CMO Keds

Barbara Kahn Director Baker Retailing Center

9:20am CO-CHAIRS OPENING REMARKS: WHO OWNS CUSTOMER EXPERIENCE IN THE DIGITAL AGE?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.

Dave Finnegan CIO Orvis

Lori Tauber Marcus Global CMOPeloton Cycles

10:50am Networking Break

11:10am FROM UNSTRUCTURED DATA TO AN UNBELIEVABLE EXPERIENCE

Taking advantage of the wealth of unstructured data and social data that is increasingly available requires that retail and CPG brands both understand this data and have the tools to analyze it in real time. Learn strategies for matching offline and online information about your customer in real time in order to decrease latency in product development and improve the customer experience.

10:20am 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.

Stacy GordonCMO, US EastLatentView

Russell Weiner President, USA Domino’s

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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

12:30pm Lunch

2:10pm Networking Break

Matt HamoryPrincipalKPMG

Julio HernandezGlobal Customer Lead & North America Customer Practice LeadKPMG

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

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

Bryan Lalezarian CEO MeUndies

Guru HariharanCEOBoomerang Commerce

Andrew CherwenkaVP CommercializationKinetic

Vivek RajVP, Business Unit Head – Retail & Consumer GoodsTech Mahindra

Beth Ann KaminkowGlobal CMOWestfield Corp.

11:50am A GOOD EXPERIENCE MUST STARTS WITH SECURITY

Ron ConnorsSonicWALL SpecialistDell

Keith AdestSecurity EngineerDell

Cy FentonPresident, BooksAMillion.comChair, NRF IT Security Council

Rob ReiserDirector, Information SecurityTory Burch

A breach in security can be the fastest path to a broken relationship with your customer. Through case studies and specific examples four security experts will help you prepare to protect your customers’ information and therefore protect the trust you have built with them.

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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.

Mary Beth West Chief Customer and Marketing Officer JC Penney

Moderator:Robin CoplandVP of RetailThoughtWorks

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

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 GETTING CREATIVE: EVALUATING PROPRIETARY VS OUTSOURCED OPTIONS

Thoryn Stephens Chief Digital Officer American Apparel

Tony SarsamCEOReady Pac Foods

Noor Abdel SamedVP Omni-ChannelBJ’s Wholesale Club

Sandi MichelsVP, Consumer InsightsDress Barn

Moderator: Brett RobbinsHead of Business DevelopmentCustora

PV BoccasamCEOOrchestro

Tammy Eckenswiller VP Brand Creative Rebecca Minkoff

Swan SitVP Global DigitalElizabeth Arden

Alec CoughlinSVP, Corporate StrategyRudder Finn

Justin HonamanSVP Digital Marketing SolutionsMoxie USA

Luis SolisStrategic Growth ExecutiveSignals Group

Sean Bunner VP New Business DevelopmentHSN

John SowellHead of Medicare Strategic DistributionAetna

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.

Creating content, evaluating opportunities across channels and engaging influencers are all key to building a meaningful customer experience, but determining whether to keep your creative efforts in house or to outsource them to an agency can be tricky. Hear the pros and cons not only of outsourcing vs. in house but also of potential combined approaches.

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 BUILDING YOUR BRAND THROUGH NON-TRADITIONAL CHANNELS AND PARTNERSHIPS In today’s highly competitive retail and CPG market creativity is key to success. Applying creativity in particular to the channels where you feature your products and the partners with whom you collaborate can refresh your brand strategy and expand your customer base. Learn from major brands like Coca-Cola and Disney about their partnership with HSN that allowed them to leverage digital to get their products to market in new ways.

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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

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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

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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.

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3rd Retail & CPG SummitEARLY REGISTRATION STANDARD REGISTRATION LATE REGISTRATION

Until 12/31/2015 Until 3/1/2016 Until 5/10/2016

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.

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