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retailwestsummit.com @WhartonKnows @Momentumeventco LinkedIn Group: High-Velocity Growth LEAD SPONSORS SUPPORTING SPONSORS ASSOCIATE SPONSORS OCTOBER 25-26, 2016 THE WHARTON CAMPUS SAN FRANCISCO, CA PARTICIPANTS FROM THE CUTTING EDGE OF CREATIVE RETAILING INCLUDING: Mary Beth Laughton SVP, Digital Sephora Kristi Argyilan SVP, Media & Guest Engagement Target Mark Baxendale SVP, Planning & Allocation Lululemon TO REGISTER: retailwestsummit.com PEER TO PEER STRATEGIZING TO EXPAND BEYOND “POINT OF PURCHASE.” “What your brand has to do is frame the experience.” – Barbara Khan, Director, Baker Retailing Center HIGH-VELOCITY GROWTH SERIES NEW FOR 2016: COMPLIMENTARY INVITATION FOR QUALIFIED BRANDS The Multi-Faceted Retail Reality predictspring

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RETAILWESTSUMMIT.COM

retailwestsummit.com • @WhartonKnows @Momentumeventco • LinkedIn Group: High-Velocity Growth

LEAD SPONSORS SUPPORTING SPONSORS ASSOCIATE SPONSORS

“KNOWLEDGE@WHARTON” Logo Treatment on White/Gray/Black/Blue backgrounds:

OCTOBER 25-26, 2016 • THE WHARTON CAMPUS • SAN FRANCISCO, CA

PARTICIPANTS FROM THE CUTTING EDGE OF CREATIVE RETAILING INCLUDING:

Mary Beth Laughton SVP, Digital

Sephora

Kristi ArgyilanSVP, Media & Guest Engagement

Target

Mark BaxendaleSVP, Planning & Allocation

Lululemon

TO REGISTER: retailwestsummit.com

PEER TO PEER STRATEGIZING TO EXPAND BEYOND “POINT OF PURCHASE.”

“What your brand has to do is frame the experience.” – Barbara Khan, Director, Baker Retailing Center

HIGH-VELOCITY GROWTH SERIES

NEW FOR 2016: COMPLIMENTARY INVITATION FOR QUALIFIED BRANDS

The Multi-Faceted Retail Reality

predictspring

RETAILWESTSUMMIT.COM

retailwestsummit.com • @WhartonKnows @Momentumeventco • LinkedIn Group: High-Velocity Growth

Dictionary.com defines retail as “the sale of goods to ultimate consumers.” The art of selling these goods grows increasingly complicated as digitally native start-ups disrupt traditional practices and capturing customers to visit your brand whether on site, via mobile app or in store requires you redefine the word “goods.” In an effort to expand on this definition and maintain a value proposition for the customer retailers experiment with new identities, from social meeting place to publisher to innovator to your coolest new friend. Retail West will bring together the leadership from both emerging and long-established brands to explore this new reality and together re-write the current definition of retail.

Join High-Velocity Growth

Follow Us on Facebook:

/knowledgeatwharton/momentumeventco

Follow Us on Twitter:

@WhartonAsks @momentumeventco

#RetailWest

REDEFINING RETAIL

TOGETHERINVITATION ONLY FOR AN ENGAGING ENVIRONMENT

You will attend Retail West for the impressive roster of speakers and exciting program, but will leave with a bevy of new meaningful connections. Conversations with the carefully selected audience of senior retail executives from both established and emerging brands will contextualize the speakers’ insights and lay the groundwork for continued collaboration. The Wharton Campus provides a beautiful and intimate space so that you are sure to engage easily with your fellow attendees.

Don’t wait until October to get to know one another. Start now by tweeting with #RetailWest.

“At end of the day, our customer has a huge variety of things to be inspired by, how do we become part of that?”

– Emily Culp, Chief Marketing Officer, Keds

PAST ATTENDEES

INCLUDE SOME OF THE NATION’S

TOP BRANDS:

RETAILWESTSUMMIT.COM

retailwestsummit.com • @WhartonKnows @Momentumeventco • LinkedIn Group: High-Velocity Growth

MEET OUR ADVISORY BOARD

A PROGRAM DESIGNED BY RETAIL PROFESSIONALS FOR RETAIL PROFESSIONALS

Mary Beth LaughtonSVP, DigitalSephora

Jonathan Luster VP Market & Concept Development Lowes

Lulu GeHead of Change ManagementHudson’s Bay Company

Christopher GaviganCo-Founder and Chief Purpose Officer The Honest Company

Manish Chandra CEO/Founder Poshmark

Kristi ArgyilanSVP Media & Guest EngagementTarget

Amine AyadHead of Workforce Management Bed Bath & Beyond

RETAIL WEST SPEAKERS

Mark BaxendaleSVP, Planning & AllocationLululemon

Stacey ShulmanVP, Brand, Wholesale & Retail TechnologyLevi’s

Pawan VermaChief Information & Technology Officer Foot Locker

Farryn Weiner VP, Marketing & Brand Innovation sweetgreen

David Wynne VP, Operational Finance American Apparel

David Moon VP, Strategic Consulting BazaarVoice

Jeremy LutzBusiness Assurance & Customer Service Manager Jiffy Lube

Guru Hariharan CEO Boomerang Commerce

Dianne Inniss Principal Strategist - Retail & Customer Experience Innovation Thoughtworks

Giri Iyer EVP & General Manager, Analytics Optimal Strategix Group

Jeff HuckabyMarket Segment Director, Retail and Consumer GoodsTableau Software

Panos Zampetakis VP of Retail Industry xAd

Stephanie Perdue Chief Product Marketing Officer Taco Bell

Nitin Mangtani Founder & CEO Predict Spring

Emily CulpChief Marketing OfficerKeds

Dominique EssigChief Experience OfficerBonobos

Andy PersonChief Operating OfficerOpening Ceremony

Kecia HielscherVP, HomeHaute Look, Nordstrom

Joe GuithPresidentCinnabon

Lori Tauber MarcusGlobal Chief Marketing OfficerPeloton Cycle

Tammy EckenswillerVP, Brand CreativeRebecca Minkoff

Dave FinneganChief Experience OfficerOrvis

Justin HonamanVP/General Manager, Global Analytics Commercialization PRGX

Cathy HotkaPrincipalCathy Hotka & Associates

Alison WorthingtonChief Marketing OfficerMethod Products

Thoryn StephensChief Digital OfficerAmerican Apparel

CO-CHAIRS:

RETAILWESTSUMMIT.COM

retailwestsummit.com • @WhartonKnows @Momentumeventco • LinkedIn Group: High-Velocity Growth

AGENDA//TUESDAY, OCTOBER 25, 20168:15am Registration & Breakfast

10:30am Break

9:00am CO-CHAIRS OPENING REMARKS AND EVENT KICKOFF

9:45am FROM LIFESTYLE BRAND TO THIRD PLACE

Sociologist Ray Oldenburg defines Third Places as “public spaces on neutral ground where people can gather and interact.” Many retailers are repurposing their physical spaces to offer much more than shopping.

Actionable Takeaways:• Creative community-centric strategies• Cost/Benefit analysis of various approaches• First steps to turning your stores into lifestyle centers

9:10am COLLAPSING SILOS TO BETTER SERVE THE CUSTOMER

10:45am LOYALTY & PERSONALIZATION BY THE NUMBERS

Many brands have taken personalization to a new level by delivering their customers a selection of items based purely on data about that customer. In this way retailers can now sell product without the customer doing any actual “shopping.”

Actionable Takeaways:• Using data to provide peak personalization• Making smart investments in your data and insights practices• Strategies for incorporating bespoke services even in traditional retail

Jeff HuckabyMarket Segment Director, Retail and Consumer GoodsTableau Software

Lulu GeHead of Change ManagementHudson’s Bay Company

Traditional organizational structures can often encourage individual teams to prioritize their own targets and goals instead of the entire organization prioritizing the customer experience. In order to drive lasting organizational change you first need to change the mindset and behaviors of individuals.

Actionable Takeaways:• An Internal Change Management Toolkit• Steps for building a case for change• Finding the innovations that are best for your brand and customer

Mark BaxendaleSVP, Planning & AllocationLululemon

Alison WorthingtonChief Marketing OfficerMethod Products

Thoryn StephensChief Digital OfficerAmerican Apparel

Jeremy LutzBusiness Assurance & Customer Service Manager Jiffy Lube

Farryn Weiner VP, Marketing & Brand Innovation sweetgreen

Giri Iyer EVP & General Manager, Analytics Optimal Strategix Group

Pawan VermaChief Information & Technology Officer Foot Locker

David Wynne VP, Operational Finance American Apparel

RETAILWESTSUMMIT.COM

retailwestsummit.com • @WhartonKnows @Momentumeventco • LinkedIn Group: High-Velocity Growth

12:00pm Lunch

11:35am SEAMLESSLY BESPOKE CLIENTELING

Once upon a time the best sales people had a little black book of their customers that aloud them to keep track of important details and make sure that every interaction felt personalized and valuable. Providing this level of bespoke customer service today requires that the brand have it’s own little black book and strategies for translating the information collected about customers into consistent touch points across all channels.

Dianne Inniss Principal Strategist - Retail & Customer Experience Innovation Thoughtworks

1:00pm ADDRESSING THE A-LEPHANT IN THE ROOM

Retailers cannot afford to ignore Amazon and the impact it is having on shopping behavior and expectations. Therefore, we will take advantage of this opportunity for a live discussion of how retailers of all sizes can work with or around this behemoth. In small groups we will share strategies for using Amazon to reach customers or for personalizing your customer interactions in order to become uniquely indispensable.

Interactive Session

Guru Hariharan CEO Boomerang Commerce

1:35pm THE SOCIALLY RESPONSIBLE RETAILER

No longer do shoppers make purchases based solely on features or aesthetics. A product’s quality is now determined not only by the materials used to create it, but the how, where and who of its manufacture.

Actionable Takeaways:• Giving your products and brands an ethically resonant story• Shifting towards transparency• Budgeting for socially impactful changes to your practices

2:15pm Break

Christopher GaviganCo-Founder and Chief Purpose Officer The Honest Company

2:30pm BUILDING TRUST THROUGH SECURITY

The more any given retailer learns about their customer, the more data they have to protect. Strong customer relationships rely on the customer’s confidence that their personal information will not be compromised.

Actionable Takeaways:• Best practices for every brand to secure customer data• Integrating hardware and software for full spectrum protection• Balancing security with digital performance and engagement

RETAILWESTSUMMIT.COM

retailwestsummit.com • @WhartonKnows @Momentumeventco • LinkedIn Group: High-Velocity Growth

6:00pm End of Day

4:25pm Closing Remarks

3:50pm SHOW ME THE MONEY

In a world abuzz with acronyms from VAR to IoT to AI that all promise to transform how we engage customers and do business it takes a clear mission and a new understanding of ROI to ensure that you invest in the right technologies to drive bottom line impact.

Actionable Takeaways: • A customer-first approach to new technologies • Strategies for aligning your budget to your schedule • Analysis of opportunity costs

Amine AyadHead of Workforce Management Bed Bath & Beyond

AGENDA//WEDNESDAY, OCTOBER 26, 20168:15am Registration & Breakfast

9:00am OPENING REMARKS

9:15am DEMOGRAPHICALLY DRIVEN

Real relationships start close to home. With everything from locally inspired store design, carefully curated product selection and services to take help customer get beyond boxes to what you can actually do with those boxes Lowe’s has reimagined stores for certain communities.

Actionable Takeaways:• The questions you need to answer to build a hyper-local retail outlet• Strategies for developing content that fills a real need for your consumer• How to build a services driven team of associates

Jonathan Luster VP Market & Concept Development Lowes

5:00pm Cocktail Party — Hosted by

Alison WorthingtonChief Marketing OfficerMethod Products

Thoryn StephensChief Digital OfficerAmerican Apparel

Panos Zampetakis VP of Retail Industry xAd

3:05pm INNOVATIVE EVOLUTION FOR ESTABLISHED BRANDS

Long established brands offer a unique set of challenges and opportunities. Although many brands dream of becoming a household name, once you have that level of brand awareness re-shaping your brand reputation and perception can become complicated. Creative leadership can help an established brand transition seamlessly from one generation to the next.

Actionable Takeaways:• Bringing your brand to life in the look and feel of a physical space• Selecting the right innovations to improve customer engagement on all channels• The delicate art of new product development and dissemination

Stephanie Perdue Chief Product Marketing Officer Taco Bell

Joe GuithPresidentCinnabon

Nitin Mangtani Founder & CEO Predict Spring

RETAILWESTSUMMIT.COM

retailwestsummit.com • @WhartonKnows @Momentumeventco • LinkedIn Group: High-Velocity Growth

10:45am Break

12:00pm Closing Remarks

12:15pm End of Day

10:00am THE SHOP-ABLE COMMUNITY

Advances in e-commerce have shrunk the distance between drooling over fashion editorials and sealing the deal on a new outfit. Emerging digital first retailers are capitalizing on this shift by making their content shop-able and building communities around retail.

Actionable Takeaways:• How to design for the “mobile-first” world• Offering your audience opportunities for entrepreneurship• Developing genuinely valuable content

Manish Chandra CEO/Founder Poshmark

11:45am BLURRING THE PHYSICAL/DIGITAL DIVIDE

As e-commerce brands increasingly invest in brick and mortar spaces and established retailers strive to make their physical spaces more “connected” the line between physical and digital becomes less distinct and potentially irrelevant.

Actionable Takeaways:• How digital first brands add value with physical outlets• Determining which technologies truly improve the customer’s in store experience• Opportunities for E-commerce and Brick & Mortar brands to collaborate to improve both in store and online shopping.

Kristi ArgyilanSVP Media & Guest EngagementTarget

Dominique EssigChief Experience OfficerBonobos

11:00am START-UP INSIDE

“A rising tide lifts all boats” as they say and for your brand to ride the current waves of retail transformation you might want to form smart partnerships with disruptors through collaboration, acquisition or developing an internal “start-up culture.”

Actionable Takeaways:• Pinpointing valuable acquisitions• Developing an internal culture of “fast failure” experimentation• Lessons learned from the front lines of corporate innovation labs

Mary Beth LaughtonSVP, DigitalSephora

David Moon VP, Strategic Consulting BazaarVoice

RETAILWESTSUMMIT.COM

retailwestsummit.com • @WhartonKnows @Momentumeventco • LinkedIn Group: High-Velocity Growth

REGISTRATION INFORMATION

“KNOWLEDGE@WHARTON” Logo Treatment on White/Gray/Black/Blue backgrounds:

COMPLIMENTARY & ONLY OPEN TO INDIVIDUALS WHO:• Work for a Retail or Consumer Goods/Services brand (brick and mortar or online)• Hold the title of: CXO, President, SVP, Director, VP or Manager (with budget and/or human capital responsibilities)• Have responsibilities for: strategy, finance, branding, marketing, merchandising, digital, analytics, e-commerce, customer experience, big data, customer service, business development, international and/or omni-channelPhotos and Video

Event registration implies your consent that any pictures and/or video obtained during the event may be used for future promotional purposes. Momentum and The Wharton School are able to use your likeness without remuneration.