2017OCTOBER 12-13 | WESTIN GALLERIA DALLAS

ENGAGING EXPERIENCES

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Retailers have great opportunity to create value for shoppers and secure customer affections by offering compelling experiences. Such brand

immersions encourage connections, loyalty, and profitability.

At the 2017 Retailing Summit, you will hear from visionary industry leaders on how to imagine stores as a sensory social hub, win hearts,

and deliver engaging customer experiences.

This conference is recognized as a consistent source for big picture thinking, executable ideas, and meaningful networking. We hope you

leave the Retailing Summit with new connections and inspired ideas to improve your business.

Conference Sponsors

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A g e n d a

T H U R S D A Y, O C T O B E R 1 2

7:30 AM REGISTRATION + BREAKFAST | Sponsored by Texas Retailers Association

8:3O WELCOME + OPENING REMARKS

8:50 KEEPING THE CUSTOMER A PRIORITY Steve Sunderland, SVP of Store Operations | Dollar General

9:30 THE WOO OF POO: HOW TO CHANGE YOUR BUSINESS AND YOUR LIFE IN THE TIME YOU GO TO THE BATHROOM Will Clarke, Vice President of Poo Marketing | Poo~Pourri

10:10 NETWORKING BREAK | Sponsored by REVTECH

10:40 DISRUPTING THE DISRUPTORS: USING BRICK-AND-MORTAR AS YOUR DIGITAL ADVANTAGE Brian Rutledge, President | GPO

11:20 CONSUMER DATA: HOW ADVANCED ANALYTICS DRIVE ORGANIZATIONAL STRATEGY George Murray, Chief Retail Insights & Strategy Officer | Signet Jewelers

12:10 PM LUNCH | Sponsored by BDO

1:10 DISRUPTING THE CUSTOMER EXPERIENCE STATUS QUO Gary Magenta, SVP | Root Inc.

2:20 AGGIE TenX12 START-UP SHOWCASE (see page 7 for presenter information) Andy Ellwood | Basket McCalley Cunningham & Juan Zermeno | End Hunger Madison Nicole Robinson | Fish Flops Saurav Agarwal | Stocked Robotics

3:00 BREAK

3:20 BREAKOUT SESSIONS (see page 6 for descriptions and speaker information)

4:00 BREAK

4:15 GROWING A DIFFERENTIATED BRAND THROUGH CORE VALUES AND CULTURE Kevin Miles, CEO | Zoës Kitchen Interviewed by Becky Powell-Schwartz, CEO, The Powell Group

5:00 PM NETWORKING RECEPTION | Sponsored by Alliance Data

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F R I D A Y, O C T O B E R 1 3

7:30 AM BREAKFAST | Sponsored by Academy Sports + Outdoors

8:30 REDEFINING OMNICHANNEL: BRIDGING THE GAP BETWEEN PHYSICAL AND DIGITAL Kenya Jackson, Corporate Vice President | Walgreens

9:15 MISSION DRIVEN RETAIL EXPERIENCE Victoria Lozano, SVP & GM, Attractions & Retail | Crayola

9:55 BREAK

10:15 FINDING YOUR FIT IN TODAY’S NEW DIGITAL ECOSYSTEM Sri Rajagopalan, Vice President, eCommerce | Johnson & Johnson

11:00 A RAW & UNFILTERED STORY OF ENTREPRENEURSHIP AND SWEET SUCCESS Nathan Sheets, Founder & CEO | Nature Nate’s

11:45 CLOSING REMARKS + END

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WiFi sponsored by

Network: Shell Fuel Rewards

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B r e a k o u t S e s s i o n s

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Winning Your Customers Hearts & Minds Through

Personalization

Join a panel of marketing leaders from the Army & Air Force Exchange and Michaels to discuss how they balance the science and art of data-driven marketing to win not only their customers minds, but also their hearts.

While personalized marketing at-scale allows these organizations to become highly relevant to each customer, the practical implications is ensuring their people, processes and technology are aligned around a common vision and mission. The leaders from these companies will share their personalization journeys and key lessons learned to win their customers hearts and minds.

Speakers

Mark Morell Vice President CRM and Customer Acquisition Army Air Force Exchange Service

Michael Cooper Vice President, Customer Marketing and Insights at Michaels Michaels Stores, Inc.

hosted by

Featuring: Randy Gier, Gamestop

Randy Gier serves as CMO for GameStop Corporation (GME), a global family of specialty retail brands that makes the most popular technologies affordable and simple. Randy has been mixing up success in Restaurants and Retail for over 30 years.

He cut his teeth driving internal change and external excitement at Frito-Lay, Pepsi, KFC, Pizza Hut, and CadburySchweppes. Before joining GameStop, he served as CEO at Rave Restaurant Group where he also received an EY Entrepreneur of the Year Award for his start up concept, the Pie Five Pizza Co.

Speaker

Randy Gier Chief Marketing Officer Gamestop

Surviving & Thriving in a Digital Retail World

RETAIL IS CHANGING. Customers want unified experiences across all channels. Mobile is becoming the main purchasing tool, and a personalized experience is expected at all touch-points. And most of the time, customers are more informed about products than employees.

Solutions need to offer a customer-centric vision for retail. Customers will need to be at the center of everything you do, and align your business around creating meaningful connections that drive sales and maximize profitable interactions.

Speaker

Chad Ehmke SVP, Retail Solutions Protivix

General Session Room Dallas 2 Dallas 3

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A g g i e Te n X 1 2

A new session showcasing four retail start-ups launched by current and former Texas A&M students

Andy Ellwood ‘04 is the co-founder of Basket, a grocery app.

Basket app is the most comprehensive online to in-store shopping platform, giving shoppers the knowledge they need to make the best purchasing decisions at nearby stores. For the first time in history, in-store shopping can have the same level of pricing and availability transparency as online shopping.

Andy lives in New York City where he is active in the tech and startup communities. He serves as President of the New York Texas A&M Club, the largest alumni club outside of Texas. He is also the founder of the Aggie Venture Community, bringing together Aggies in technology and venture backed companies to strengthen the global Aggie Network of innovators.

Madison Nicole Robinson ‘20 is the designer and creator of FishFlops®, a popular line of footwear for kids and young adults. She is a sophomore marketing major.

Her message is be creative, work hard, give back, keep a positive attitude, and have fun with a smile! She believes that one can become successful in America if you have a good idea and you have a “never quit attitude”. Madison wants to inspire others to pursue their dreams and to believe they are achievable.

Madison has donated over 20,000 pairs of FishFlops® to various charities including- Snowball Express Military Charity, Shoes for Orphan Souls, Texas Parks and Wildlife, Texas Children’s Hospital, Cy-Hope and many others. Her FishFlops® have impacted lives around the world in places like Costa Rica and Africa.

McCalley Cunningham ‘18 and Juan Zermeno ‘17 are the founders of End Hunger snacks.

End Hunger provides a healthy and delicious food source while helping malnourished children around the globe. Their dream is to implement a one for one model: Every time you buy an End Hunger product, they provide a healthy meal to a malnourished child.

McCalley Cunningham has a passion for agriculture and entrepreneurship. Her love for agriculture started on her grandparent’s farm, and grew with her experiences in FFA, 4H and showing goats. Juan Zermeno believes that every successful business comes from passionate founders that want to make an impact in society. Like his father, who has been a cattle rancher all his life, Juan also wanted to be his own boss and have his own business.

Saurav Agarwal ‘16 is the Founder and CEO of Stocked Robotics.

He is a Ph.D. candidate in Aerospace, Aeronautical, and Astronautical Engineering at Texas A&M University. His research focuses on autonomous navigation for mobile robots.

Saurav is a recipient of the Roberto Padovani Fellowship awarded by Qualcomm Inc. and is co-inventor on 5+ patents filed with the United States Patent Office.

His vision is to deploy teams of autonomous robots in warehouses, factory floors and retail stores to boost human productivity and help business adapt to Industry 4.0.

T h u r s d a y K e y n o t e S p e a k e r s

KEEPING THE CUSTOMER A PRIORITY

Steve Sunderland joined Dollar General in 2014 and is currently responsible for overseeing operations in six divisions, with more than 7,000 locations, covering the southern half of the United States. Prior to joining Dollar General, Steve served as senior vice president of retail operations for OfficeMax/Office Depot.

Steve began his career with Sears, where he spent more than 20 years in positions of increasing responsibility, working as a store manager and advancing to district general manager, regional vice president, and vice president of Strategic Operations. He also served as president of the Consumer Direct Division for World Kitchen, and as chief operating officer for Bally Total Fitness.

Steve earned a bachelor’s degree in English from Colorado College and an MBA from the Kellogg School of Management at Northwestern University.

THE WOO OF POO: HOW TO CHANGE YOUR BUSINESS AND YOUR LIFE IN THE TIME

YOU GO TO THE BATHROOM

Will Clarke began his career in Texas, creating award-winning advertising work for the Southwest offices of DDB and McCann-Erickson. Most recently, Will spent over 8 years as the Executive Creative Director of Integer/TBWA before taking his current position as the Vice President of Marketing at Poo~Pourri.

Named by Rolling Stone Magazine as the “Hot Pop Prophet,” Will is a true media agnostic storyteller and marketer. He is the author of a three acclaimed novels, as well as the co-writer of “Rollin’ VIP” Nationwide Super Bowl spot—one of Time Magazines’ Top 10 TV Ads of the Year.

Will holds an MFA from University of British Columbia. He has been listed in Who’s Who in Shopper Marketing by Shopper Marketing Magazine and he has represented the United States as a judge at the Cannes Lions International Festival of Creativity. His work has been recognized by Cannes Lions, The New York Times, The One Show, Creativity, Mashable, The Wall Street Journal, and The PRO Awards.

DISRUPTING THE DISRUPTORS: USING BRICK-AND-MORTAR AS YOUR DIGITAL

ADVANTAGE

Brian Rutledge is the founder of GPO, a search technology and consulting company influencing over $2 billion in annual retail transactions with their Local Search Marketing platform, GetLocal. GPO is based in Austin, with additional offices in Dallas and Nashville.

He began his digital marketing career in 1994, and by 1998 was an early pioneer in Search Engine Optimization. In 2005, Brian saw an emerging search opportunity for his multi-location clients: the union of mobile and local. He knew that winning in the digital world would mean winning in these two areas—it was only a matter of time. To help his clients connect with local consumers in this new paradigm, Brian created and oversaw development of GetLocal, one of the first Local Search Marketing platforms. Since then, the platform has been heralded as a cutting-edge application that delivers hockey stick growth for clients. Today it drives Local Search performance for some of the largest companies in the world, including one of the top 10 companies in terms of online transactions.

Brian received his Bachelor of Science degree from Texas A&M University and lives in Austin with his wife and two daughters.

Steve SunderlandSVP of Store Operations

Will ClarkeVice President of Poo Marketing

Brian RutledgePresident

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2016 2016

CONSUMER DATA: HOW ADVANCED ANALYTICS DRIVE ORGANIZATIONAL

STRATEGY

George Murray is a global merchandising and marketing executive with 37 years of experience across retail (Signet Jewelers/Sterling Jewelers) and consumer (Chiquita-Morrell Inc., Perdue Farms Inc., General Foods Corporation) companies.

Currently, George is the Chief Retail Insights & Strategy Officer for Signet Jewelers (NYSE: SIG), the world’s largest retailer of diamond jewelry with $6.5 billion in annual revenue.

Previously, George served as President of the Zale Division and as Chief Merchandising & Marketing Officer. He is considered a subject matter expert on strategic marketing, omni-channel strategy, brand positioning, social and broadcast media, data analytics, business development, and ROI based results. In addition to his corporate positions, George has held numerous industry association and non-profit organization Board seats.

DISRUPTING THE CUSTOMER SERVICE STATUS QUO

Gary Magenta is the Senior Vice President of Root Inc., a strategy execution company. A passionate expert on customer experience, Gary partners with his clients to create and deliver a differentiated customer experience. During his 16 years at Root, Gary has partnered with CEOs and executive teams at Fortune 500 and Global 2000 organizations throughout North America and Europe to create a holistic view of their businesses, their people, and the customers they serve.

Gary’s career has followed an unlikely path, from restaurateur and former cooking show host to business leader, author, and Customer Experience Guru. He brings more than 30 years of customer experience expertise to his clients, supported by a realistic outlook, a durable “street sense”, and a wicked sense of humor that puts things into perspective.

Gary lives in Chicago, Illinois and Fort Myers Beach, Florida with his wife and has two grown sons. He is a Google fanatic and an unapologetic reality show junkie.

GROWING A DIFFERENTIATED BRAND THROUGH CORE VALUES AND CULTURE

George MurrayChief Retail Insights & Strategy Officer

Gary MagentaSenior Vice President

Kevin MilesCEO

Kevin Miles serves as the President and Chief Executive Officer of Zoës Kitchen since October 2012, where he has led the company through IPO in 2014 and spearheaded the company’s growth to more than 230 stores across 20 states.

Kevin joined Zoës Kitchen in 2009 as Executive Vice President of Operations. He served as President and Chief Operating Officer from February 2011 to October 2012. Prior to joining Zoës Kitchen, Kevin served as Executive Vice President of Operations at Pollo Campero.

His leadership has led to recent recognition with the 2016 Ernest & Young Entrepreneur of the Year award for the Southwest Region and Nation’s Restaurant News 2016 Golden Chain Award. In previous years, Kevin was honored in Nation’s Restaurant News and Fast Casual magazine as “Top 10 Executives to Watch” and “Top Movers and Shakers.”

Kevin received his Bachelor’s Degree in 1989 from Texas A&M University.

Interviewed by: Becky Powell-Schwartz

Founder and CEO, The Powell Group

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2016 2016

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REDEFINING OMNICHANNEL: BRIDGING THE GAP BETWEEN PHYSICAL AND DIGITAL

Kenya Jackson is a corporate operations vice president for Walgreen Co., the Retail USA division of Walgreens Boots Alliance, the global healthcare organization headquartered in Deerfield, Illinois.

He is responsible for leading Walgreens pharmacy and retail operations in the Western United States for nearly 4,100 locations, representing 112,000 team members and $40 billion in annual sales. Kenya joined Walgreens in 2016 from Target. As Group Vice President, Target Canada, field operations allowed Kenya to continually learn and broaden his scope of retail leadership. In addition to his extensive operational experience, Kenya has led teams in marketing operations, in-store marketing and brand packaging. Kenya received his Bachelor of Science degree from North Central University in Minneapolis, Minnesota.

MISSION DRIVEN RETAIL EXPERIENCE

Victoria Lozano is currently Senior Vice President & General Manager, Attractions & Retail at Crayola LLC. In her role, she is responsible for leading Crayola’s rollout of branded attraction and retail concepts, focusing on bringing Crayola’s mission to life in experiential ways.

Victoria has successfully opened three Crayola Experience attractions in Easton, Pennsylvania; Orlando, Florida; and Minneapolis, Minnesota. Prior to this role, she was responsible for all marketing efforts for Crayola, including management of the existing business, new product development, consumer activation, education marketing, market research and brand licensing.

Victoria’s academic background includes a Masters of Business Administration degree from New York University with a specialization in Marketing and Finance, and a Bachelor of Science degree from New York University with focus in Marketing and Classical Studies (summa cum laude).

Currently, she serves on the Board of Directors of the Discover Lehigh Valley. Previously, she also served on the Board of Directors of the American Red Cross of the Greater Lehigh Valley.

Kenya JacksonCorporate Vice President

Victoria LozanoSVP & GM, Attractions & Retail

F r i d a y K e y n o t e S p e a k e r s

2016

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A RAW & UNFILTERED STORY OF ENTREPRENEURSHIP AND SWEET

SUCCESS

Since an early age, Nathan exhibited a strong work ethic and unrivaled entrepreneurial spirit. After reaching a high level of success so early in his life, Nathan’s wife Patty suggested they find a hobby to enjoy as a couple.

One night while watching television, Nathan was inspired to explore the world of beekeeping when he saw an AT&T commercial with a woman in a bee suit, keeping bees. A quick internet search for local beekeeping companies led Nathan to North Dallas Honey Company, where, much to his wife’s surprise, he purchased a hive to keep in his parents’ backyard. After a year of working internally with North Dallas Honey Company and maintaining a flourishing bee hive at home, Nathan’s love of beekeeping sweetened when he purchased the company to start his own sweet venture in 1997. Nathan was also the driving force behind the nationwide “I Am Second” media campaign that highlights stories of hundreds of transformed lives through the grace of Jesus Christ.

Nathan Sheets’ infectious, friendly and humble presence serves as an invaluable asset to Nature Nate’s success. Happily consumed by and dedicated to his leadership role at Nature Nate’s, Nathan is now actively focused on developing Nature Nate’s Honey and other products throughout the United States. He currently resides in Frisco with his wife, Patty, and their four children: Hudson, Haddon, Sophie and Samuel.

Nathan SheetsFounder & CEO

2016

FINDING YOUR FIT IN TODAY’S NEW DIGITAL ECOSYSTEM

Sri Rajagopalan currently leads Johnson & Johnson Consumer’s development into the world of ecommerce and digital sales as Vice President & leader, driving the fundamentals and planning for the future of retail disruption since April, 2015.

In his current role, Sri has been an advocate to lead the development of the right product content, stellar ratings & reviews, winning search with SEO & SEM techniques, making media an effective direct conversion vehicle at retail, leading industry change. His previous experiences include a decade plus with PepsiCo, starting up and managing eCommerce for Frito-Lay, In-store Customer Leadership in the Dollar, Drug, Convenience channels, business intelligence, national sales for Pepsi, and CIO of Global Marketing & Sales for PepsiCo.

With two decades plus of CPG industry knowledge, words like “click & collect, prime now, AMG, fulfillment, SIOC, pureplay, omni channel and the digital shelf are just part of routine vocabulary. A private entrepreneur in real estate, Sri Rajagopalan is a digitally savvy global, multi- functional CPG leader.

Sri RajagopalanVice President, eCommerce

The Retail & Consumer Products Practice at BDO

The past few years have presented unprecedented challenges for retail and consumer products companies: shifting consumer habits; sales tax issues; unclaimed property exposure. BDO’s dedicated, partner-led teams provide a comprehensive range of accounting and advisory services to Fortune 500 companies and entrepreneurial businesses alike, both domestically and overseas.

“ For every new sales channel, seems like we have a dozen new issues.”

People who know Retail, know BDO.

Carel Mattheus, Assurance Partner cmattheus@bdo.com

Paul Trepagnier, Tax Office Managing Partner ptrepagnier@bdo.com

Ted Vaughan, Assurance Office Managing Partner tvaughan@bdo.com

© 2017 BDO USA, LLP. All rights reserved.

Accountants and Advisors www.bdo.com/retail

www.bdo.com/blogs/consumer-business-compass @BDOConsumer

Dallas • Los Angeles • London • Tokyo

Global Loyalty + CRM Innovators

ENGAGING EXPERIENCES IN RETAIL

Brierley+Partners is the global innovator in loyalty, CRM and customer experience for retail. We bring industry-leading thought leadership,

incomparable experience and advanced technologies to help brands build lifetime loyalty with their customers.

Contact us today. brierley.com | 800-899-8700

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That’s where Root comes in! Root partners with the world’s largest retail organizations to help leaders pave the path to exceptional customer experiences, with a focus on dening the customer-rst culture, empowering managers, and enabling the front line to deliver authentic experiences. We make it meaningful, sticky, and even fun.

Let’s talk.Gary MagentaChief Change Architectgmagenta@rootinc.com+1 419 450 8098 www.rootinc.com

THE POWER OF CHANGE

Fact: The customer experience can never exceed the employee experience.

That’s where Root comes in! Root partners with the world’s largest retail organizations to help leaders pave the path to exceptional customer experiences, with a focus on dening the customer-rst culture, empowering managers, and enabling the front line to deliver authentic experiences. We make it meaningful, sticky, and even fun.

Let’s talk.Gary MagentaChief Change Architectgmagenta@rootinc.com+1 419 450 8098 www.rootinc.com

THE POWER OF CHANGE

Fact: The customer experience can never exceed the employee experience.

20%GROWTHIN CUSTOMERLIFETIME VALUE

9.7xROI

75%SURGE IN CUSTOMER

CONVERSION

30%INCREASEIN ATTRIBUTABLE

CUSTOMER TO

CUSTOMERREVENUE

WHENPERSONALIZATION

IS DONE RIGHT,THERE IS A

MEASUREABLEINCREASE IN ROI

Omnichannel Personalization Platform

We make it easy for enterprises to build, operate, and scale their omnichannel personalization capability

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9.7xROI

75%SURGE IN CUSTOMER

CONVERSION

30%INCREASEIN ATTRIBUTABLE

CUSTOMER TO

CUSTOMERREVENUE

WHENPERSONALIZATION

IS DONE RIGHT,THERE IS A

MEASUREABLEINCREASE IN ROI

Omnichannel Personalization Platform

We make it easy for enterprises to build, operate, and scale their omnichannel personalization capability

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2016

2018 Retailing Summit

October 11th & 12th

Westin GalleriaDallas, TX

P1017_A&M.indd 1 9/26/17 8:31 AM

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SAVE THE DATE!

We gratefully acknowledge our advisory board for their dedicated service, advocacy and support.

CORPORATE ADVISORY BOARD

SHAWN BALDWINSVP, GMMHISPANIC MERCHANDISING & CUSTOMER SERVICEWALMART

BRENT COOKEVP, ANALYTICSCRM & LOYALTYPETSMART

BILL ENNISSVP, HUMAN RESOURCESACADEMY SPORTS + OUTDOORS

BLAKE GARNERSVP, GMMSTAGE STORES

ROB HALLVP & GENERAL MANAGER, GULF COAST REGIONH-E-B

HEGE KALAOUZECOO, CFOKALCORP ENTERPRISES

JOANNA KOLIBAREGIONAL MANAGERBARNES & NOBLE COLLEGE

CONNIE LATTAREGIONAL VP - TEXAS/OKLAHOMAWALGREENS

JEFF MOONEYDIVISIONAL VICE PRESIDENTDOLLAR GENERAL

BECKY POWELL-SCHWARTZCEOTHE POWELL GROUP

VICKI SPENCERVP, E-COMMERCESIGNET JEWELERS

JAMES STARKESVP/GMM OF MEN’S APPARELJCPENNEY

JOE STALLARDVP, HUMAN RESOURCESSEWELL AUTOMOTIVE COMPANIES

BILL STINNEFORDSENIOR VICE PRESIDENTBUXTON

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We thank and recognize the valued companies that sponsor the Center for Retailing Studies and ensure our success.

Together we are educating the next generation of retail leadership.

Kell i Holl ingerDirector and Lecturer

Dr. Venky Shankar Research Director and

Coleman Professor of Marketing

Lauren OsborneProgram Manager

Andrew VernonCommunications Special ist

Corporate Sponsors

Center for Retailing Studies Staff

PREMIER SPONSOR*

*

* *

TEXAS A&M UNIVERSITY

Division of Marketing& Communications