How can leveraging data impact your customer experience?

Find out at CXS2020.

Buckhead Club | March 19, 2020

Save your seat
CX Summit 2020 begins in

Learn to Leverage
Data for Inspired

Today organizations just like yours are grappling with how to leverage data to enhance customer experiences, drive demand, increase revenue and take positive steps towards business goals. We’ll be focusing our CXS2020 conversation around just that. You’ll hear firsthand how other marketing and IT leaders are making data pay off with revenue, engagement and growth.

What is

Arke CX Summit is an intimate one-day event designed to educate and inspire customer experience professionals. The day begins with targeted facilitated workshops complete with practical exercises that walk your team through many of the strategies of elevated CX. It continues with an afternoon of presentations from inspiring speakers and ends with a networking happy hour.

Who should
attend CXS2020?

CXS2020 is for data driven senior leaders with responsibilities in the areas of marketing, IT, and customer experience.

Check out the 2019 highlight video.

When and
where is CXS2020?

Join us once again at the Buckhead Club in Atlanta on March 19th, 2020. We promise fabulous views, engaging conversations and informative content that will help you build more immersive experiences for your customers.


8:00 – 9:00am

Registration &
Networking Breakfast

Check in at the registration tables and then grab a bite to eat and network with other CX2020 attendees.

8:00-9:00am Registration Check in
8:00-8:45am Breakfast

9:00 – 9:15am


We’ll kick things off with a brief Welcome from Margaret Wise, CRO at Arke followed by our morning workshops

9:15 – 10:00am

Morning High
Impact Workshop

The first of our facilitated round-table workshops allow you to work through practical exercises to create elevated experiences for your customers.

Data Warm-Up

Research says that enterprise companies can have up to 91 cloud services in use- across communication, sales, marketing, collaboration and back office. Even conservative research proves most companies capture data across dozens of systems. In this workshop, we’ll spend time to map out data sources and key actionable data points that can lead to predicting and improving customer experience, retention and growth.

10:00 – 10:50am

Morning Speaker
Session #1

Patrick Kelly, CDO of First Horizon Bank

Data & Innovation

A leader in innovation, Patrick will share insights on emerging trends in how to meet customer’s digital expectations. Hear how Patrick has led his teams toward implementing new ways to think about and create embedded and connected experiences. This session will leave you with ideas on how to leverage data to provide personalized experiences that incorporate multi-dimensional responses to behavior and intent signals.

10:50 – 11:35am

Morning Speaker
Session #2

Jodi Daniels, CEO and Founder, Red Clover Advisors

Privacy & Trust in Data

Learn why privacy is essential to every marketing and business decision you make and how to integration privacy basics into the foundation of all you offer. Just because you can use data, doesn’t mean you should. Build trust by ensuring you have received consent and taking the right steps for secure and compliant data governance. Use tips from this session to build your reputation and competitive differentiators.

11:35 – 12:20pm

Networking Activity

This activity is coming back by popular demand. Be sure to bring 20-30 business cards. You’ll need them for all the new people you’re sure to meet.

12:20 – 1:20pm


Enjoy a delicious lunch with your peers. This is a great time to network and share morning workshop insights and experiences with other attendees at your table.

1:20 – 2:00pm

Afternoon High
Impact Workshop

AI for your organization

How is AI shaping our own experiences and those of our customers? Is this the right time for your company to increase AI investment? Where could AI create a meaningful impact for your business? In this interactive roundtable discussion, we’ll talk about various applications of AI and help you self- assess your organization readiness to adopt AI solutions.

2:00 – 3:00pm

Client Panel

Orchestrating Customer Experiences

Part learning and part group therapy, our Client Panel will share real world experiences around how they decide on strategy, implement solutions and continually test and learn ideas for improving their customers’ CX journeys. This session will provide the answers to ‘How do other companies do this?’

Kevin Carfa, Corporate Director, Digital Commerce, Omni Hotels & Resorts

Rachel Behrle, Director, Demand Center, Secureworks
(More panelist information to come)

3:00 – 3:10pm


Enjoy a delicious lunch with your peers. This is a great time to network and share morning workshop insights and experiences with other attendees at your table.

3:10 – 4:10pm

Afternoon Speaker
Session #3

Craig Lemasters, CEO of GXG Consulting (former CEO of Assurant)

Get Unstuck: How to Unlock and Activate the Wisdom of Others

This session introduces audiences to Craig’s powerful learning methodology, teaching them how to leverage the wisdom of others to drive transformational growth. Craig starts big picture by outlining five concepts that he thinks are critical to be a successful leader. Then he drills down into the power of wisdom-based learning. Audiences leave with a tangible process they can immediately activate within their organizations to increase wisdom and drive meaningful results.

Closing Remarks

CXS2020 Wrap Up and a final Thank You to Sponsors


Happy Hour

After an informative day of workshops and sessions we invite you to join us for a networking happy hour in the Buckhead Lounge. Enjoy!


Save Your Seat 


Craig Lemasters
Craig LemastersChief Executive Officer

Craig Lemasters, former CEO of a $5B Fortune 500 subsidiary, is an advisor, entrepreneur, investor, and board member with more than two decades of success in executive leadership positions, now dedicated to helping senior leaders get unstuck on the major growth challenges to their businesses.

When Craig took over Atlanta-based Assurant Solutions in 2005, it was a $2 billion purely domestic business focused almost entirely on a dying industry: Credit Insurance. Today, Assurant is a dynamic, high growth, digitally-astute global provider of protection products and other innovative digitally-focused risk management solutions.

Craig’s insistence on candid conversations about knowledge gaps, leading by doing, and output-based strategies, reinvigorated the culture while focusing on growth—both internationally and through new businesses. During his tenure, Assurant Solutions expanded from a solely domestic B2B organization to include B2C offerings and a presence in 25 new markets around the world.

Craig continues to build on his leadership philosophy as CEO of GXG, an advisory firm that facilitates strategic conversations between experts and clients to help them get unstuck and accelerate critical growth initiatives. Craig speaks for a wide variety of industry and leadership audiences around the world with a focus on helping organizations more effectively navigate the journey from strategy to execution.

Jodi Daniels
Jodi DanielsFounder, CEO and Privacy Consultant
Red Clover Advisors

Jodi Daniels is a Certified Informational Privacy Professional (CIPP/US) with more than 20 years of experience helping a range of businesses from solopreneurs to multinational companies in privacy, marketing, strategy, and finance roles. During her corporate career, she proved a valuable asset to companies like Deloitte, The Home Depot, Cox Enterprises, Bank of America where she most recently served as the privacy partner for Digital Banking and Digital Marketing. Ms. Daniels started her privacy career by creating the comprehensive privacy program at Cox Automotive. She launched an online advertising network for Autotrader and Kelley Blue Book.

Since launching in 2017, Red Clover Advisors has helped hundreds of companies create privacy programs, achieve GDPR, CCPA, and US privacy law compliance, and establish a secure online data strategy their customers can count on. Jodi makes privacy easy to understand by breaking it down into measurable steps using plain language her clients can relate to. She passionately supports the idea that privacy is more than just compliance and concern over fines. It’s a human right we all deserve. She has made it her mission to help businesses build trust and transparency with this core value at its foundation.

Jodi has been featured in CIO, Compliance Week, and ITSP Magazine and a keynote speaker at Digital Transformation Connect.  She has also spoken at Ad Diego, EIQ – The Intelligence Email Gathering Conference, Connect to Convert, Digital Analytics Association, The Digital Analytics Power Hour Podcast, Atlanta Compliance & Ethics Roundtable (GDPR & Data Ethics), IAPP (Information Association Privacy Professionals) Atlanta, ISACA, Women in Wireless Technology Forum, Wireless Technology Forum, SecureWorld, AIMA (Atlanta Interactive Marketing Association), Atlanta Technology Development Center at Georgia Tech, Emory University, State Bar of Georgia, The Dana Barrett Show and more.

Jodi holds a Masters of Business Administration and a Bachelor of Business Administration with a concentration in Accounting from Emory University’s Goizueta Business School. She lives in Atlanta, GA with her husband, two girls, and a big fluffy dog named Basil.

Patrick Kelly
Patrick KellyChief Digital Officer
First Horizon Bank

Patrick Kelly is the Chief Digital Officer at First Horizon Bank. He is the business leader for all of First Horizon’s Digital Properties including Mobile, Tablet, Web, IVR channels. In addition to production Digital Properties Pat oversees strategy and commercialization for emerging technologies including: Virtual Assistants, Artificial Intelligence/Machine Learning, Virtual/Augmented Reality, Wearables/IOT, Conversational Interfaces, Blockchain and Emerging Payments.

He currently just completed the launch of a Cloud Based Retail & Small Business Online and Mobile banking platform. In addition to the new platform launches he has significant work in-flight executing on two Banking mergers, Iberia Bank of Louisiana and a purchase of some Suntrust Branches due to the Truist merger.

Pat is regularly called upon to speak to industry professionals on the commercialization of emerging technologies in not only Financial Services but other industries as well.

Pat joined First Horizon in June of 2019 and brought with him an extensive track record in developing, managing and commercializing innovative solutions.

Prior to joining First Horizon, Pat worked in R&D, Software Development, Medical device design, consumer durable goods and Financial Services. He served 10 years in the US Navy as a Nuclear Power Operator. He holds a bachelor’s degree in Nuclear Engineering from Rensselear Polytechnic Institute.

Kevin Carfa
Kevin CarfaCorporate Director, Digital Commerce
Omni Hotels & Resorts

Kevin Carfa is the Corporate Director of Digital Commerce at Omni Hotels & Resorts, where he is responsible for driving growth and innovation within their digital portfolio.

Prior to joining the hospitality industry, he led mobile strategy, digital experience and performance marketing for a handful of top retailers.

 / Client Panel Participant

Kevin joined Omni nearly a year ago and was immediately tasked with leading their digital transformation – including the award-winning relaunch of their website (, a full cloud architecture overhaul and assisting with the foundational elements of a centralized data warehouse.

Before joining Omni, Kevin led the mobile strategy (online and in-store) for JCPenney, which Gartner L2 rated as the #1 “Genius” Mobile App for Department Stores in 2018. He also oversaw a group that integrated machine learning and personalization into the digital shopping journey. Previous to this he was with Pier 1 Imports, where he was a member of the in-house team that relaunched eCommerce for the brand, and with iProspect, where he ran various performance marketing channels for a number of Top 500 retailers (Gap, Nike, Apple, etc.)

Kevin earned his BBA in Business Information Systems & Supply and Value Chain Management from Texas Christian University. He resides in Dallas, TX and enjoys spending his free time outside with his wife and their dog, a Corgi named Cork.

Rachel Behrle
Rachel BehrleDirector, Demand Center

Rachel Behrle leads the Demand Center for Secureworks. In this role, she is responsible for demand generation, digital experience, revenue operations, reporting and analytics, the marketing tech stack and the company’s web site.

 / Client Panel Participant

Prior to joining Secureworks, Rachel led global marketing for Strategy Execution, where she was responsible for setting the company’s global marketing strategy and executing against it to meet company goals.

Rachel has a bachelor’s degree in Communications from the State University of New York at Albany. She has earned multiple credentials including the PMP® credential from The Project Management Institute, the Stanford Certified Project Manager (SCPM) credential from Stanford University’s Center for Professional Development, the Strategic Execution Professional designation from Duke Corporate Education and a Master’s Certificate in Project Management from The George Washington University.

Rachel resides outside of Annapolis, MD with her husband. She is a passionate Mets fan, and loves spending time with her step-kids and two young (and adorable) grandsons.

Margaret Wise
Margaret WiseChief Revenue Officer (Moderator)

Margaret Wise is the Chief Revenue Officer at Arke, where she manages the company’s key relationships, marketing and events to facilitate its continued growth.

She’s also a Sitecore Strategy MVP. She manages all of Arke’s strategic partnerships with consultants, agency partners, analysts and vendors, as well as all of the company’s strategic marketing, including collaborative events and marketing with partners.

Margaret joined Arke as senior director of strategic alliances in 2014 from Edgewater Fullscope (formerly Zero2Ten), a Microsoft Dynamics 365 Partner.

She is a member of the Technology Association of Georgia, the leadership council of Junior Achievement of Georgia, and the Dynamics CRM User Group (CRMUG) — roles in which she enjoys sharing her knowledge and leadership. She’s also a noted conference speaker on topics including customer experience and women in tech.

Margaret holds an MBA with a concentration in finance from Brenau University. An avid reader and runner, her passion is spending time with her husband and their two children.

What the 2019 attendees said

“Thank you for another thoughtful & engaging event. It’s nice to hear how other martech leaders are tackling similar challenges.”

Amanda Wemette, Marketing Communications Manager, AGCO Corporation

“Really great use of time. Lots of learning opportunities and relevant content sessions!”

Ryan McGuire, Founder | Consultant, RJM Advisors, LLC

“Great insights mixed with networking & engagement. Lots to think about!”

Debbie Iannaci, Head of Communications, Change and Culture, PwC's Digital Services / Experience Center

Network with senior IT, Marketing and CX leaders from brands across the southeast

Our Sponsors

Want to sponsor Arke’s CXS2020?
Email us and we’ll send you our Sponsorship Prospectus