The Invitation-Only Meeting for Customer Experience Executives in Banking, Financial Services, and Insurance in North America

June 02 - 03, 2025 | The Camby, Phoenix, USA

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Speakers

Chair

Michelle Levister Bozeman

Michelle Levister Bozeman
Executive Advisor, Consultant & Coach
TBW Enterprises

Meet the 2025 Speaker Faculty

Chelsea Lawley

Chelsea Lawley
Managing Director, Digital Analytics
Charles Schwab

Kristin Bundy

Kristin Bundy
Director Client Service & Support
Charles Schwab

James Legeman

James Legeman
Head of Customer Experience
Pacific Life

Abhimanyu Singh

Abhimanyu Singh
SVP Digital Commerce
Truist

Smita Bhatnagar

Smita Bhatnagar
Director Strategy & PMO
Affirm

Sharby Kennard

Sharby Kennard
Director EB Customer Experience
Voya Financial

Jason Lazzerini

Jason Lazzerini
EVP Chief Digital Officer
Central Pacific Bank

David Hall

David Hall
SVP, Director Digital Experience, Innovation & Technology
Bank of Hawaii

Chris Brahney

Chris Brahney
SVP Sales & Member Experience
Nuvision Credit Union

Jeffery Carson

Jeffery Carson
Vice President, Journey Analytics & Operations
Synchrony

David Benavides III

David Benavides III
SVP Head of Consumer Digital Servicing & Capabilities
KeyBank

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