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.
Guests, Panelists, and Speakers
Christopher Stark
Christopher Stark is a seasoned expert in Customer Experience (CX) and analytics, currently serving as Senior Director of Customer Insights and Omni-Channel Experience at TransUnion. With over a decade of experience in CX, he specializes in leveraging data and advanced tools like NLP, CRM systems, and analytics platforms to drive customer satisfaction and business outcomes. His previous roles at BioReference and Khoros involved building CX programs and using insights to improve customer journeys. Stark's deep expertise in CX and data analytics makes him a key player in transforming how companies engage with their customers.
Christopher Haering
Christopher Haering is a Program Manager at Ally, specializing in analytics technology for contact centers and Voice of the Customer (VOC) data. He leads a team focused on developing AI models to enhance customer journey mapping and optimize service delivery. With a strong passion for mentorship and innovation, Christopher drives strategic insights that improve customer experiences and service operations. His expertise in customer service management and process improvement makes him a key player in fostering a culture of continuous improvement at Ally, ensuring that both customers and employees benefit from enhanced service delivery.
Mike Milburn
Mike is a strategic leader with over 15 years of experience in Professional Services, Customer Success, and Customer Experience. Currently, as Director of Consulting Services at Farlinium, he leads omnichannel experience programs for enterprise clients. Mike has deep expertise in the banking sector, having successfully established a robust Experience Management program at one of the largest U.S. financial institutions. His work focused on leveraging data to enhance customer journeys, streamline operations, and drive measurable business outcomes within highly regulated environments.
Elizabeth Erkenbrack
Elizabeth Erkenbrack is a leading expert in Experience Management (XM), with deep expertise in the banking and financial services sectors. As a former practitioner in the industry, she has firsthand experience implementing customer experience strategies within financial institutions. Now an omnichannel thought leader, Elizabeth helps banks and financial organizations design and execute data-driven, omnichannel programs that enhance customer journeys, optimize operations, and deliver measurable business outcomes. Her insights and leadership are transforming how financial services approach XM today.
Benefits of Participation
Peer Networking
Banking Best Practices
Omnichannel Excellence
Craft Beer & Cuisine
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!
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.
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.
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.
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.
Agenda
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
Welcome Reception
Enjoy drinks, delectable food, and socializing as you meet and greet fellow attendees and hear from our first speaker.
Thursday, November 2, 2023
Registration and Breakfast
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
Customer Success Stories and Lunch
Workshops
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:
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Engage in a candid dialogue with peers under the guidance of a Healthcare Payor CX expert.
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Explore current challenges and collaboratively craft potential solutions.
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Leverage collective knowledge to shape the future strategies of CX within the Healthcare Payor domain
Friday, November 3, 2023
Breakfast, Knowledge Sharing, and Closing Ceremony
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
This is a description of your event.
", "startDate":"2024-11-14", "endDate":"2023-01-28", "startTime":"21:00:00", "endTime":"05:00:00", "location":"Olde Mecklenburg Brewery - Loso", "label": " Add to Calendar ", "options":[ "Apple", "Google", "iCal", "Microsoft365", "MicrosoftTeams", "Outlook.com", "Yahoo" ], "timeZone":"", "iCalFileName":"Reminder-Event" }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.
Farlinium
Time Until Event
The event is over, but there will be more!
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