www.JPKGroupSummits.com

CustomerIntelligenceand ExperienceSummit

Customer Experience & Optimization | Voice of Customer InsightsTouchpoint & Journey Mapping | Experience Design | Market & Competitive

Scenario Planning | Analytics & Data Management

December 7-8th, 2015 | San Francisco, CA

#JPKGroup

LEARN. CONNECT.

TRANSFORM.

Reasons to Attend

Our forums allow attendees tolearn and share best practices,walk away with real-concrete,actionable solutions and expandtheir professional skill sets. Theagenda allows you to choosebetween multiple break outsession options so you and yourteam can converse and interactwith other attendees andpresenters. By attending, you andyour group will walk away withinvaluable-actionable examples,insights and connections that willhelp you tackle challenges in yourcurrent role.

Unique Format

This attendee focused summit is a unique blend of intelligence, datascience, customer analytics, data management and competitiveintelligence that is unmatched in the industry. All of our summits arevendor/software-neutral allowing attendees to focus on frameworks,best practices and organizational strategy. Our forum allow attendeesto learn and share best practices, walk away with real, concrete andactionable solutions and expand their professional skill sets. We bringtogether a diverse and experienced speaking faculty and high levelattendees—simply put, the right people in the room focusing oneducation and networking.

This Data Intelligence and Analytics Summit is also part of our flagshipOrganizational Intelligence Forum which is comprised of three uniqueevents; Data Intelligence and Analytics, Competitive Intelligence andMarket Research Summit and Customer Intelligence and ExperienceSummit.

Along with the excellent learning and networking opportunities, yourtuition fee covers a full, hearty breakfast, lunch, snacks andrefreshments for both days. Also, stay after the last session on day 1 forour networking reception and relax with drinks while you network withyour peers in a vendor-free atmosphere.

We understand not everyonelearns at the same pace ordelivery method. Our learningsessions range from 1 hourkeynote sessions, to longerworkshop sessions andinteractive group dialogue anddiscussion sessions that offermore hands-on, interactivelearning. These sessions aredesigned to help each attendeeget the absolute most out of theother attendees and speakers.

What's Included

Along with the excellent learningand networking opportunities,your tuition fee covers a full,hearty breakfast, lunch, snacksand refreshments for both days.Also, stay after the last sessionon day 1 for our networkingreception and relax with drinkswhile you network with yourpeers in a vendor-freeatmosphere.

Breakout Sessions

20-year-oldMarianne Teigenrecently publishedher first youngadult novel, andin only a month,it has reached theNew York TimesBestsellers list.

7:45 am Registration and Breakfast8:15 am Welcome and Opening Comments

Interactive group Q&A discussing trends, obstacles andtools in customer intelligence

Innovative approaches to market intelligence anddiscovering growth areas

12:00 pm Lunch

2:00 pm 15 Minute Networking and Refreshment Break

4:30 pm Networking Reception

www.JPKGroupSummits.com

8:30 am Opening Address: Experience MattersGain insights and an intelligence baseline through a day in your customer’s eyes 9:45 am Keynote: Collaborative Analytics and InsightsUniting strategy with organizational intelligence to anticipate industry change

10:45 am 15 Minute Networking and Refreshment Break

Morning Keynotes

Establish sound data management procedures thatencourage accuracy and transparency

Capture the true insights that drive you customer’sdecision making

Tackle big data architecture and analytics with acomprehensive strategy

1:00 pm Intelligence Framework for Big Data 1:00 pm Experience Impact and Execution

11:00 am Data Foundation & Information Delivery 11:00 am Voice of Customer Optimization

Transform and empower your front line employeeswith a sound customer experience strategy

2:15 pm Data Mining on a Budget Simple, impactful and cost effective data managementtechniques

2:15 pm Customer Success through Analytics Manage customers and make sound decisions throughcustomer data and insights

3:30 pm Customer Experience ROI Discussion 3:30 pm Using Intelligence to Spot PotentialGrowth Opportunities

Breakout Sessions

20-year-oldMarianne Teigenrecently publishedher first youngadult novel, andin only a month,it has reached theNew York TimesBestsellers list.

7:45 am Registration and Breakfast8:15 am Opening Comments

Analyze and optimize your customer touch points and path for success

Designing customer experience initiatives intoproduct and services

12:00 pm Lunch

3:00 pm 15 Minute Networking and Refreshment Break

3:45 pm Adjourn

Keynote: 3:15 pm Closing Address – The Intelligent, Next Generation Organization

Establishing and maintaining a competitive advantage through data, customer and market intelligence

www.JPKGroupSummits.com

8:30 am Keynote: Driving Innovation through Insights

10:45 am 15 Minute Networking and Refreshment Break

9:45 am Keynote: Turning Data Into a Strategic Asset

Combining customer, data and market intelligence to drive innovation and improvements in real-time

Employ data analysis and metrics across every function in the organization by creating a data/insight-driven culture

Morning Keynotes

11:00 am Developing a High Performance Intelligence TeamBuilding an advanced intelligence functionleading to efficient performance

11:00 am Experience Design

1:00 pm Workshop: Customer Journey Mapping

Michael Kanazawa – Partner – Strategy, Innovation and Transformation at EYMichael is currently Partner - Strategy, Innovation and Transformation at EY where he is focusedon bringing the model of blended strategic and design thinking to solve clients' needs ininnovation, strategy and transformation. Michael is also Co-author of BIG Ideas to BIG Results(FT Press - Pearson Hall, 2008), winner of two awards on innovation and business managementand localized for multiple global markets.

Adam Sugano – Head of Predictive Modeling and Advanced Analytics at AutodeskAdam serves as the Head of Predictive Modeling and Advanced Analytics at Autodesk. In this role,he leads a team of both internal and external data scientists charged with delivering innovative,actionable data driven solutions that help empower Autodesk’s customer retention andengagement optimization efforts across the customer lifecycle. Adam holds a B.S. in Mathematics,a M.S. in Biostatistics, and a Ph.D. in Statistics, all from the University of California at Los Angeles.

Jane Riad – Senior Manager, Listening Services Center of Excellence at Cisco SystemsJane is a seasoned professional driven by passion for achieving excellence in the customerexperience. Brining more than 20 years experience leading customer-focused teams to exceedcustomer expectations. She currently is Senior Manager, Listening Services Center of Excellenceat Cisco Systems where she is the global leader responsible for Cisco's customer and partnerlistening strategy.

Munish Arora – Consultant at USIS ConsultsMunish has over 15 years of experience in analytics spanning multiple industries. Manageddiverse analytics solutions portfolio and improved business results. Established advancedanalytics capabilities and delivered insights that are understandable and actionable. Trustedadviser for executives and organizations who are transforming and modernizing their businessusing data and analytics capabilities.

Lynn Hunsaker, Customer Experience ROI Strategist at ClearActionFormer President of Silicon Valley Chapter ofAmerican Marketing Association; CXPA CX Expert(1 of 17), CustomerThink Featured Columnist (1 of 12), #3 author on CustomerThink; Author ofB2B CEM Best Practices Study, Journey to Marketing Ops Maturity Study, Customer ExperienceImprovement Momentum, Metrics You Can Manage for Success, and Innovating SuperiorCustomer Experience.

Michel Bernaiche – Director, Program Development at Aurora WDCFormer Chairman of the Board of Directors & Interim CEO at SCIP (Strategic and CompetitiveIntelligence Professionals); Former Senior Manager Competitive Intelligence at Dunkin' Brands;Former Manager of National Competitive Intelligence at SUPERVALU.

Ed Allison – Managing Partner and Founder at Compelligence, Inc.Working to change the way companies compete and win, Ed Allison is the Managing Director andco-founder of Compelligence, Inc. a competitive, market and sales intelligence platform. Edpreviously served as a competitive team leader at Cisco Systems, Symbol Technologies, JuniperNetworks and Polycom. In his most recent engagement, Ed helped Polycom, the leader in videocommunications, grow from a $1B to a $1.4B annual sales.

Ken Porter – Competitive Intelligence Manager at Intuit

Henry Chen – Senior Manager, Data Science at PayPal

Jonathan Rayner – Program manager of Competitive Analysis and Benchmarking at Hewlett-Packard

Arik Johnson – Founder and Chairman at Aurora WDCArik Johnson is Chairman of Aurora WDC, the intelligence advisory firm he founded in 1995.After stepping aside as CEO in late 2009, today Arik serves as Managing Director and leadarchitect at Aurora’s R&D lab, think tank network and intelligence policy institute, the Center forOrganizational Reconnaissance (COR).

Roy Barnes – President Blue Space ConsultingCustomer Experience and Performance Management Expert; Former SVP at Marriott VacationClub International; Author of "Customer Experience For Dummies"

"I’ve attended 15+ SCIP/Frost &Sullivan conferences and this hasbeen the most valuable to me.Practical and actionable."

"It was great not having 'vendors'selling/promoting services duringbreaks or in speaking sessions."

"Relevant topics and diverse butrelatable group of speakers."

"Informal dialogue and peerlearnings was great! Ability tolearn/become aware of new toolsand concepts."

Customer Insights

Customer Programs and Market

Insight

Market and Competitive

Intelligence

Strategic Marketing

Customer and Market Insights

Market Analysis

Sales Intelligence

Executive Vice President

Forecast Analyst

Business Analytics

Business Development

Marketing Intelligence and Strategy

Market Research Manager

Marketing Coordinator

Price Analyst

Product Manager

Product Marketing

Alliance and Channel Sales

Customer & Web Analytics

Operations Manager

Project Manager

VP Sales & Marketing

VP Strategy and Analytics

And many other professional titles

We currently have a discounted room rate for our

attendees. There is a limited amount of rooms at the

discounted rate so reserve today in order to secure

your rate.

You may reserve your room by phone:

1‐866‐324‐6914 (mention the JPK Group name to

receive the discount).

Reserve Your Room online at 

https://aws.passkey.com/g/52495751

$209/night

Limited amount of discounted rooms available — Room

block ends November 15th, 2015.

Hilton San Francisco Airport Bayfront

600 Airport Blvd.Burlingame, CA 94010650-340-8500

JPK Group LLC is registered with the National Association of State Boards of Accountancy (NASBA)as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Stateboards of accountancy have final authority on the acceptance of individual courses for CPE credit.Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsorsthrough its website: www.learningmarket.org.

Recommended Field of Study: General

Program Level: Basic

Delivery Method: Group‐Live

Prerequisites: None

Advanced Prep: None

POSTMODERNPAINTING. Stella

alternately paints inoil and watercolor

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DECEMBER 2016

Summit Registration Attendee Participation RatesEarly registration and group discounts below (available until October 15th):

1 Person - $1,499 total (a $300 discount)2 People - $2,899 total (a $700 discount)

3 People - $3,999 total (a $1,400 discount)4+ People - Email registration@jpkgroupsummits.com

Pay by Check

Checks should be made payable to JPK

Group LLC. The mailing address for checks

and tax forms is 11251 Rancho Carmel

Drive #502876, San Diego, CA 92150

Cancellation/Rescheduling Policy

All cancellations made four weeks or

longer from the summit’s start date will be

provided a full refund or credit toward

current or future JPK Group programs.

Any cancellations made within four weeks

of the programs start date will be provided

with credit toward current or future JPK

Group programs.within four weeks of the

programs start date will be provided with

credit toward current or future JPK Group

programs.

Online:JPKGroupSummits.com

Fax: 888-651-9685

Phone : 858-386-9013