Brews and Banking Title

An Exclusive Night of Craftsmanship and Experience Management

November 14th, 2024
Olde Mecklenburg Brewery - Loso

Why Brews & Banking Matters to You

Explore the craftsmanship behind microbrewing with a personal session led by the master brewer of Olde Mecklenburg Brewery. Learn how to taste and recognize different styles of beer while engaging in discussions on Experience Management (XM) strategies in the banking industry. This evening combines the art of brewing with insights into XM excellence for financial services.

Christopher Stark Follow me on LinkedIn

Senior Director of Customer Insights and Omni-Channel Experience
TransUnion

Mike Milburn Follow me on LinkedIn

Director of Consulting Services, Enterprise Listening Programs
Farlinium

Elizabeth Erkenbrack Follow me on LinkedIn

RVP of Strategy and Solutions, Financial Services
Qualtrics
Peer Networking
Connect with banking professionals and leaders in a relaxed, welcoming environment, perfect for building meaningful relationships.
Banking Best Practices
Gain insights from success stories within the banking sector, learning practical approaches to enhancing customer experiences.
Omnichannel Excellence
Discover how banks are leveraging omnichannel strategies to improve customer engagement and operational efficiency.
Craft Beer & Cuisine
Enjoy craft beers, artisan food, and a casual setting that fosters authentic conversations while experiencing the craftsmanship Charlotte has to offer.

Where Customer Experience Meets Innovation

Join us for Brews and Banking, where industry leaders share insights on transforming customer experiences. Gain valuable strategies and connect with professionals to help you elevate your customer journey and drive growth!

Olde Mecklenburg Brewery 3

Classic German Brewing Tradition

Olde Mecklenburg Brewery honors the centuries-old German purity law, using only water, malt, hops, and yeast. Each beer, from lagers to ales, reflects authentic brewing methods for a truly traditional experience.

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Award-Winning Craftsmanship

With numerous awards for their brews, Olde Meck offers smooth Captain Jack Pilsner to the bold Mecktoberfest, every sip showcases expert craftsmanship.

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A Brewery and Biergarten Experience

Olde Mecklenburg Brewery's spacious outdoor biergarten is perfect for enjoying handcrafted beers. It’s a welcoming space that’s all about great beer and community.

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Charlotte’s Favorite Brewery

As one of Charlotte’s original breweries, Olde Mecklenburg is a local favorite. With a focus on quality and sustainability, they’ve built a loyal following by delivering exceptional beers and a warm atmosphere.

4:00 PM - 4:30 PM - Kickoff with Master Brewer

Master Brewer explains the art of craftsmanship and beer, followed by a guided beer tasting session.

4:30 PM - 4:50 PM - Opening Session with Mike

Mike introduces the event, highlighting Farlinium's commitment to omnichannel excellence in banking.

4:50 PM - 5:20 PM - Industry Trends with Elizabeth

Elizabeth shares key banking trends focused on customer experience and omnichannel strategies.

5:20 PM - 6:00 PM - Spotlight Sessions

TransUnion and Ally Bank highlight their successful omnichannel programs.

6:00 PM and After - Craft Beers, Food, and Networking

Enjoy more craft beers and food while networking with fellow attendees.

High-Level Agenda

Below is a high-level overview of the agenda - which will be MC'd by Orlando Hernandez, a close-up magician.   

Wednesday, November 1, 2023

6:00-9:00 PM
Welcome Reception
The Vinoy Hotel Garden Room

Enjoy drinks, delectable food, and socializing as you meet and greet fellow attendees and hear from our first speaker.

Thursday, November 2, 2023

7:00-8:00 AM
Registration and Breakfast
The Vinoy Hotel Garden Room
Enjoy drinks, delectable food, and socializing as you meet and greet fellow attendees and hear from our first speaker.
 
8:00-9:00 AM
Keynotes
Past, Present, Predictions: The Tech Trilogy of CX Analytics
Sid Banerjee, Qualtrics Global CX Strategy Officer and Founder of Qualtrics XM Discover
Humanizing AI: Building Empathy At Scale 
Bruce Temkin, Head of the Qualtrics XM Institute
Mirror Lake Ballroom
 
9:00 AM-2:00 PM
Customer Success Stories and Lunch
Mirror Lake Ballroom
 
2:00 PM-5:00 PM
Workshops
Mirror Lake Ballroom, Williamson Board Room, and Taylor Board Room
 
2:00 PM-5:00 PM
Roundtable Discussion: Advancing CX in the Healthcare Payor Landscape
Lead: John Draz, VP of Member Experience Insights, UnitedHealthcare

Dive into a two-hour roundtable focused on the complexities of Customer Experience (CX) in the Healthcare Payor space. Participants will have the unique opportunity to share from their own programs, discuss pressing challenges, and ideate on pioneering solutions. Led by John Draz, a seasoned expert who has steered member experience initiatives for years at UHC, and supported by a professional facilitator, this discussion promises rich insights rooted in deep industry expertise.

What Participants Can Expect:

  • Engage in a candid dialogue with peers under the guidance of a Healthcare Payor CX expert.

  • Explore current challenges and collaboratively craft potential solutions.

  • Leverage collective knowledge to shape the future strategies of CX within the Healthcare Payor domain

7:00-10:00 PM
Dinner Reception and Entertainment
 

Friday, November 3, 2023

8:00-11:00 AM
Breakfast, Knowledge Sharing, and Closing Ceremony
Mirror Lake Ballroom

Pain Points

  • Anticipating and proactively addressing at-risk customers
  • Limited visibility into key drivers of customer satisfaction
  • Desire to achieve customer experience metrics while also reducing costs
  • Agent experience and improving retention/reducing turnover
  • Understanding how to apply empathy 
  • Better utilizing the rapidly evolving generative AI landscape
$15M graphic

At Farlinium, we believe building meaningful connections is key to driving innovation. The Brews & Banking event brings together top minds in the industry to share ideas, insights, and a bit of fun. It’s a unique opportunity to network and collaborate in a relaxed setting while discussing the future of finance and customer experience. I’m excited to see what we can create together.

– Farzad Aref, Founder and CEO
Farlinium

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Location

 

Join us at Olde Mecklenburg Brewery

4150 Yancey Road, Charlotte, NC 28217