FULL AGENDA
Gain actionable insights from industry experts on ways to optimize your DTC ecommerce and omnichannel operations. New speakers are being added to our agenda each day. Make sure to check back for updates.
Pooja Agarwal
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Jonathan Aitken
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Patrick Allard
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Michael Anderson
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Sara Arthrell
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Angie Atwood
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Brian Barry
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Rob Bass
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Stephen Benard
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Joe Bobko
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Jeff Brady
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Martha Brooke
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Nalani Brown
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Ron Burnes
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Anthony Burnside
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Manish Chowdhary
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Steve Congro
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Austin Cooper
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Justin Cramer
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Stephen Davis
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Steve DeNunzio
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Megan Diehl
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Hilbert Dijkstra
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Charles Dimov
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Christopher Dole
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Rick Duley
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Hans Elshout
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Mike Erickson
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Teresa Exum
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Daniela Forte
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Adrian Grigg
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Matt Grover
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Michael Hane
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David Hauptman
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Gerald Hempstead
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Kevon Hills
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Tim Holody
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Deanna Kaufman
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Hanko Kiessner
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Johnathon Koweck
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Darren Lane
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Penny Lasater
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David Lengacher
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Ashley Liebke
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Mike Lucas
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Stanley Lucas
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Greg Mack
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Jamie Markland
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Peter Marlenga
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Stephanie Martin
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Rob Martinez
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Phil Minix
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Sara Negri
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Ken Nelson
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Dennis Nicoski
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Mike O'Brien
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Mary Orrell
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Steve Osburn
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Trevor Outman
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William Pocock
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Vijay Ramachandran
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Doug Ratner
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Steve Reade
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David Sasson
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Ernie Schell
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Dennis Schrudder
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Jason Seemann
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Lalan Shrikam
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Nate Skiver
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David Sobie
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Taten Soltis
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Pratik Soni
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Mike Starkey
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Angie Stocklin
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Jason Stratton
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David Strobelt
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Colin Taylor
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Hannah Testani
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Anthony Vicars
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Alex Volakis
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George Wade
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Christine Warren
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Mike Willoughby
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Geoff Zentz
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Tuesday | April 9
Lunch for Workshop Participants

Facility Tour: Rickenbacker
No walk-ups are available.

Master Class Workshop: Affording Free Shipping: Playbook to Cut Parcel Shipping Costs Up to 25%
Learn proven strategies to:
• Avoid the most common mistakes in negotiating parcel contracts
• Negotiate the best upfront discounts
• Mitigate the impact of hidden surcharges and GRIs
• Leverage statistical benchmarking data to compare pricing to peers
• Analyze parcel data to create negotiating leverage
- Rob Martinez, CEO and Co-Founder, Shipware LLC
- Trevor Outman, President, Shipware LLC

Master Class Workshop: Offering the Optimal Customer Experience
To help you get there, this workshop will cover several key aspects of the customer experience. We’ll look at how to eliminate friction points, establish a mobile-first mentality in client engagement strategies and create a journey map aligned to those strategies.
A panel of leading merchants will share their insights and best practices for aligning people, processes and technology to consistently delight customers, win loyalty and drive sales.
This Master Class Workshop will cover:
• How to live by your company and department mission
• Recruiting, hiring, training and retention best practices
• The importance of live chat and text in client engagement
• Creating a culture focused on customer satisfaction
• Determining the benefits of AI vs. the human touch
- Angie Stocklin, Co-founder/COO, One Click
- Martha Brooke, Chief Customer Experience Analyst & Founder, Interaction Metrics
- Taten Soltis, Director, Customer Care, Modcloth

Master Class Workshop: Refining the Omnichannel Model, Managing Rising Customer Expectations
Many omnichannel retailers are still struggling with execution, including: integrating disparate systems; determining strategies for profitable ship-from-store programs; and managing evolving processes, training and organizational structures. Inventory management/visibility and order sourcing continue to be challenging, affecting the mix and allocation of store and DC fulfillment.
This workshop will bring together industry experts and retail professionals successfully tackling key aspects of the omnichannel operating model, as well as operations that are less mature. Come prepared to be engaged and to take notes during this interactive, deep-dive learning experience with solid takeaways for your action plans.
This Master Class Workshop will cover:
• Rising customer expectations and how to manage them
• The importance of customer journey mapping
• The impact of dynamic marketplace changes on your strategy
• Prioritizing what’s fixable now and what’s down the road
• Tactical best practices and profitability strategies for: ship from/to store, BOPIS, ROPIS, etc.
• Reviewing internal structures and organizational alignment
• Developing a sound IT roadmap that can take your company into the future
• External partnership excellence: brands, providers, carriers, etc.
- Mike Starkey, Vice President, IT Strategy, enVista
- Megan Diehl, Merchant Direct Operations Manager, Google
- Deanna Kaufman, Manager, Solutions, FedEx Services
- Jason Seemann, Senior Manager, Omnichannel and Order Management, Abercrombie & Fitch
- David Strobelt, SVP, Chief Information and Supply Chain Officer, Modell's Sporting Goods
- Steve Congro, Director of Omnichannel Fulfillment Technology, Saddle Creek Logistics Services
- Greg Mack, Senior Director, Omnichannel Fulfillment, Best Buy
- Jason Stratton, Partner, Principal Consultant, Ascent Enterprise Solutions

Master Class Workshop: The Fundamentals of Operations & Fulfillment
The bottom line: You’ll come away with actionable ideas to maximize performance and operational efficiency throughout your front-end and back-end operations. This workshop is a must for anyone responsible for executing DTC or omnichannel fulfillment, from supervisors to executives.
You will learn:
• How to set up and execute your operations organizational plan
• What delivery service level/speed is right for you and your customers
• How to make the returns process as clear and simple as possible
• How to set customer care expectations and measure the results
• How to establish levels of authority to handle customers more efficiently
• About different upselling approaches and finding ones that work
• Best practices in receiving, vendor management, QC and more
• How to turn your call center into a profit center
• About how pay for performance can reward your top performers AND reduce costs
- Tim Holody, COO, Seta Corp.

Ohio State University Excursion
Bus Departs Convention Center: 1:00 PM
Tour: 1:30 – 2:30 PM
Bus Returns to Convention Center: 3:00 PM
Note: Pre-registration is required at an additional $35 fee. Includes roundtrip transport from the convention center. Sign up during your registration. Already registered? No problem! You can add this excursion on by clicking here.
No walk-ups are available.

Facility Tour: Abercrombie & Fitch | Sold Out
No walk-ups are available.

Facility Tour: Ascena Retail
No walk-ups are available.

Welcome Party - Exhibit Hall Preview & Reception

Distillery & Meadery Experience
Note: Pre-registration is required at an additional $85 fee. Includes roundtrip transport from the Hyatt plus tastings. Sign up during your registration. Already registered? No problem! You can add this excursion on by clicking here.
No walk-ups are available.
Wednesday | April 10

Breakfast + Roundtables
Sponsored by:
Port Logistics Group

Keynote Power Panel: Navigating Customer Expectations in 2019
This keynote power panel will feature top executives from leading multichannel companies in a moderated “fireside chat” format. The discussion will focus on customer imperatives in their respective organizations and how they’re met in terms of people, process and technology, as well as observations on trends and the state of the industry.
- Mike O'Brien, Senior Content Manager, Multichannel Merchant
- Pooja Agarwal, COO, Birchbox
- Rick Duley, Director of Network Fulfillment, Belk

Coffee Break in the Expo Hall
Sponsored by:
Purolator International

Facility Tour: Ascena Retail
No walk-ups are available.

Balancing Self-Service and Hands-On Support in Customer Care
You will learn:
• About vetting scenarios to automate vs. support with live help
• About the range of self-service tools: FAQs, chatbots, message boards, social media
• About the role of site usability and design in frictionless information access
• About creating a smooth escalation path from self-service to agent support
- Kevon Hills, Vice President, Product Operations, PowerReviews
- David Sasson, President & CEO, OverstockArt.com
- Stanley Lucas, Principal, Lucas Advising LLC

Lockers and Pickup Locations: A Last-Mile Solution Whose Time Has Come?
You will learn:
• About adoption trends in the U.S. and elsewhere
• About solutions and approaches to order pickup
• About security and scalability of pickup systems
• About the logistics involved in setting up a program
- Steve Osburn, Managing Director, Kurt Salmon, part of Accenture Strategy
- Penny Lasater, Senior Product Manager, Package Concierge

How Sustainable are Rising Shipping Costs?
You will learn:
• About the growth curve in ecommerce shipping costs
• About the relative impact on large and small shippers
• Thoughts on the long-term market effects
• About solutions including multi-carrier and software
- Mike O'Brien, Senior Content Manager, Multichannel Merchant
- Rob Martinez, CEO and Co-Founder, Shipware LLC
- Gerald Hempstead, Principal, Hempstead Consulting
- Nate Skiver, Senior Manager, Parcel Network Design, Gap Inc.
- Sara Negri, Transportation Manager, Parcel and Ecommerce, GNC

Data Scientists: The New Rock Stars, Sans Lab Coats
You will learn:
• About the role of data science in ecommerce operations
• About playing in the “sandbox” to test out scenarios, systems
• How data science can be leveraged to reduce go-live risk
• How it can improve inventory allocation and positioning
- Alex Volakis, Product Manager, Payment, Abercrombie & Fitch
- Anthony Burnside, Manager, Direct-To-Customer Order Management and Omnichannel Fulfillment, Abercrombie & Fitch
- Christopher Dole, Co-Founder, Soothsayer Analytics
- Matt Grover, Director, Applications, Covetrus

Shifting Gears: Preparing Your CS Team for New Channels, Opportunities
You will learn:
• About the various challenges inherent in new initiatives
• About team preparation, training and staffing
• About tools and processes that need to be put in place
• About measurement, metrics and success factors
- Martha Brooke, Chief Customer Experience Analyst & Founder, Interaction Metrics
- Mary Orrell, Director of Customer Experience and Operations, ELOQUII

Fulfillment Network Expansion: The Pros and Cons
You will learn:
• How to tap BLS labor pool data and commercial real estate lists, and avoid their shortcomings
• How to overcome headwinds (delays, turnover, productivity issues, etc.)
• About why risk analysis is crucial to siting and selection decisions
• How 3P options reduce investment risk and lead to faster implementation
- Brian Barry, President, F. Curtis Barry & Company
- George Wade, Business Process Improvement Project Manager, Crutchfield Corp.
- Mike Lucas, Vice President of Distribution, Cleaner's Supply
- Adrian Grigg, Vice President of Business Development, FLEXE

APIs: The Path to Advanced Transportation and Supply Chain Visibility
You will learn:
• Why EDI is no longer a scalable component of supply chain technology
• The role APIs play in the digital transformation of ecommerce logistics
• How APIs create a transparent, integrated, predictable end-to-end experience
• How they are critical to future-proofing your infrastructure
- Ken Nelson, Senior Solutions Architect, project44
- Johnathon Koweck, Fomer Director, Supply Chain Operations, Bloomscape
- Teresa Exum, Marketing Manager, FedEx Services

Omnichannel, Unified Commerce and Profitability: Can They Get Along?
Unified commerce has emerged as one approach to system and data integration from order to delivery to drive a both a seamless customer experience and greater efficiency for you. This session will explore research insights on customer expectations as well as integration points of a unified approach, including order management, store fulfillment and FC operations.
You will learn:
• About rising customer expectations and how to meet them
• How various systems in the stack need to interact cohesively
• How to achieve true omnichannel inventory visibility
• About fulfillment optimization and reaching profitability
- Christine Warren, Director, Client Services, Radial
- Austin Cooper, Director, DC Operations, Lucky Brand, LLC

Keynote: Trade, Tariffs, Ecommerce and Foreign-Trade Zones
In this keynote presentation, Angie Atwood, Director of the National Association of Foreign-Trade Zones (NAFTZ) and administrator for FTZ #138 at the Columbus Regional Airport Authority, will discuss:
- The growing importance of a strategically located zone in the context of the global trade picture
- The role of the NAFTZ in facilitating cross-border ecommerce
- How state-of-the-art facilities and infrastructure at Rickenbacker International Airport are enabling it
- The essential operational functions of FTZ #138 that allow for its high level of efficiency
- Angie Atwood, Director, National Association of Foreign-Trade Zones

Handling Challenges: Preparing Agents Who Rock at Resolution
You will learn:
• Tips on screening for agents who are cool under fire
• Best practices in training to reinforce the right skillset
• Creative ways to diffuse an angry customer interaction
• About providing agents with the right tools and processes
- Stan Lucas, Principal, Lucas Advising LLC
- Martha Brooke, Chief Customer Experience Analyst & Founder, Interaction Metrics

Speeding Up Urban Fulfillment: Exploring Same-Day, Next-Day and Two-Day Options
You will learn:
• How to evaluate customers’ desired delivery options
• How to best position inventory relative to urban demand
• Methods to evaluate how you measure up to your competition
• Various delivery solutions (crowdsourced, carrier, etc.)
- David Hauptman, SVP, Strategic Management, Geodis Logistics, LLC
- Greg Mack, Senior Director, Omnichannel Fulfillment, Best Buy
- Johnathon Koweck, Fomer Director, Supply Chain Operations, Bloomscape
- Jeff Brady, Former Director, Logistics and Transportation, Overstock.com

Go Like a Pro: Upping Your Contract Negotiation Game with UPS, FedEx
You will learn:
• Tips to negotiate better discounts from former UPS and FedEx VPs and pricing managers
• How to establish pricing benchmarks prior to beginning any carrier negotiations
• Ways to reduce the impact of accessorial charges and other not so obvious contract fees
• How auditing your shipping can actually save you an additional 1%-4%
- Mike Erickson, President/CEO, AFMS

Improving Store Inventory Accuracy with Carrots and Sticks
You will learn:
• About establishing a “snapline” of current inventory
• About creating buffer levels to ensure availability
• About safety promise vs. safety stock approaches
• About tying incentives to inventory accuracy
• About using RFID to reduce ship-from-store cancellation rates
- Steve DeNunzio, Director, Master of Business Logistics Engineering (MBLE), Ohio State University
- Steve Reade, Director of Distribution, DSW
- Jonathan Aitken, Director of Digital and RFID Partnerships, Avery Dennison Corporation
- Hilbert Dijkstra, Director of Product Management, Nedap Retail Inc.
Energy Break in the Expo Hall

Strategic Co-Opetition: Letting Your Competitor Help Delight Your Customers
You will learn:
• How to leverage strategic co-opetition to profitably deliver free/fast shipping
• How increased scale allows competitors to gain efficiency and access complementary assets
• Examples of how competitors are achieving more by working together
• How to appeal to environmentally conscious customers without spending a penny more
- Manish Chowdhary, Founder and CEO, Cahoot

Pop-Up DCs to the Rescue: Flexible, Economic Solutions for Peak Expansion
You will learn:
• About common pain points that point to a pop-up strategy
• About available technology to enable a temporary fulfillment operation
• How pop-ups can speed up delivery and save on shipping costs
• About use cases with pop-up DCs
- Mike Willoughby, CEO, PFS

Shipping Off to Europe: What You Need to Know to Succeed
You will learn:
• About crucial logistics aspects, costs and challenges
• Key distinctives and intel on the major European markets
• How to formulate and implement your go-to-Europe strategy • How to avoid some of the common pitfalls
- Hans Elshout, Multichannel Specialist, DSV

Omnichannel By the Numbers: Where the U.S. Needs to Step Up
You will learn:
• About a key element of BOPIS where the U.S. has improved
• About areas of omnichannel where the U.S. outperforms
• About trends in ecommerce adoption and free shipping
• About returns management, mobile and social commerce
- Charles Dimov, VP Marketing, Omnichannel Retail OMS, OrderDynamics

Social Listening and the Customer: The Eyes and Ears of Your Brand
You will learn:
• About what to listen for in social media engagements
• How to respond to customer feedback in social channels
• Best practices in using social listening as a marketing tool
• How to gain a better understanding of your audience
- Doug Ratner, Founder and CEO, I'd Rather Be With My Dog

Try Before You Buy: Great Opportunity or Returns Tsunami Risk?
You will learn:
• About the opportunities and risks inherent in TBYB
• About retailer and consumer attitudes towards TBYB
• The timeline for mainstream TBYB adoption, and how to prepare
• How to capitalize on TBYB while guarding against the returns tsunami
- Sara Arthrell, Product Marketing Manager, Brightpearl
- Lalan Shrikam, Founder and Owner, Malabar Bay
- David Sobie, Co-Founder and CEO, Happy Returns

Navigating Multi-Carrier Rate Shopping to Meet Customer Delivery Promises
You will learn:
• How rate shopping is now a standard tool to meet rising expectations
• The pros and cans of various types of rate shopping
• How to evaluate your carrier mix, identifying inefficiencies and opportunities
• How to find the right rate shopping technique for your company
- Justin Cramer, Global Project Management Director, ProShip
- Ashley Liebke, President and CEO, Vision Media Group LLC

Recognizing and Celebrating Women in Omnichannel
We will cover:
• How women are impacting the world of omnichannel
• Their keys to success, achievements and insights
• How the industry is becoming more inclusive and diverse
• Recommendations for those following in their footsteps
- Daniela Forte, Content Manager, Multichannel Merchant

Pub Crawl in the Expo Hall
Sponsored by:
ABM
MH Engineered Solutions
Proship

Networking Dinner at Martini
Pre-registration is required and space is limited—so we encourage you to reserve your seat early. An additional $100 fee will be applied to your registratin to attend. Already registered for the Summit? Simply add on the dinner at Martini by clicking here.
Walking directions: exit the Hyatt lobby and turn right onto E. Nationwide. Continue to N. High Street. Take a right onto N. High Street. Martini is located at 445 N. High Street.
Sponsored by: Pitney Bowes
Thursday | April 11
Breakfast + Roundtables

Fostering a Culture of Gender Equality in Customer Care
You will learn:
• How this type of cultural shift is a top-down affair
• About increasing share of voice and share of decision
• About what companies that “get it” are doing right
• About best practices for recruiting, hiring and training
Sponsored by: Convey
- Nalani Brown, Implementation Project Manager, Millennial Services, LLC
- Angie Stocklin, Co-founder/COO, One Click
- Megan Diehl, Merchant Direct Operations Manager, Google
- Geoff Zentz, Former Director of Customer Happiness, One Click

Balancing Packaging Sustainability, Protection, Loyalty and the Bottom Line
You will learn:
• How corporate sustainability goals are intersecting with packaging innovation
• About the latest materials and technologies designed to meet these goals
• About the various stakeholder groups in the decision process, up to the C suite
- Hanko Kiessner, Founder and CEO, Packsize International
- Jamie Markland, Associate Director of Operations, Boll & Branch
- Rob Bass, Chief Supply Chain Officer, Best Buy

The Shipping Capacity Crunch: What’s the Latest, What You Can Do
You will learn:
• About the state of ecommerce shipping, including stats and figures
• About growth in the spot market and viability of this option
• About demand for intermodal and when it makes sense
• About ways to ensure sufficient capacity in the midst of the crunch
- Hannah Testani, Chief Operating Officer, Intelligent Audit
- Joe Bobko, Vice President, Transportation, Boxed.com
- Jeff Brady, Former Director, Logistics and Transportation, Overstock.com
- Michael Hane, Senior Director, Transportation, Chainalytics LLC
- Dennis Nicoski, SVP, Sales and Customer Relations, United States Postal Service

The Evolution of Order Management: From OMS, to DOM and DIFF
You will learn:
• About the impact of guaranteed delivery programs on consumers and sales
• About the complexity of execution and how technology can help solve these problems at scale
• About the concepts around DOM and DIFF
• How these two technologies combined can lower costs and increase margins
- Michael Anderson, CEO and Co-Founder, Etail Solutions
- David Lengacher, Head of Data Science, MonarchFx

Insourcing vs. Outsourcing Customer Care: The Pros and Cons
You will learn:
• About developing a cost/benefit analysis for insourcing vs. outsourcing
• About maintaining brand voice and the customer experience when outsourcing
• When it makes more sense to keep customer care operations in house
• About the continuum of outsourcing options by functional area
- Colin Taylor, CEO, Chief Chaos Officer, The Taylor Reach Group
- William Pocock, Senior Manager, Contact Center Operations, Dick's Sporting Goods

To FBA or Not to FBA: That is the Question
You will learn:
• About reasons to start with FBA and the advantages
• Why companies are looking for FBA alternatives
• Pros and cons when considering a move away from FBA
• About the benefits of a 3PL as an alternative
- Jason Aymerich, President, Complemar
- Peter Marlenga, Director of Operations, Tech Armor
- Darren Lane, B2B Ecommerce and Export Sales Manager, Motor State Distributing

Strategies for Successful Cross-Border Expansion
You will learn:
• Tips to launch and grow a successful cross-border logistics program
• The range of considerations when entering a new market
• How to meet or exceed global customer expectations
• How to navigate the complexity of cross-border fulfillment
- Ron Burnes, Vice President of Sales, Jagged Peak
- Dennis Schrudder, Director of Cross Border, Jagged Peak

Transitioning from Traditional to Omnichannel Distribution
You will learn:
• The value of an OMS for DTC order fulfillment
• Steps in the traditional-to-omnichannel process
• About partnering with a 3PL during the transition
• About linking systems to bring the most operational benefit
- Steve Congro, Director of Omnichannel Fulfillment Technology, Saddle Creek Logistics Services
- Stephen Benard, Senior Manager, Business Development, G3 Enterprises
Coffee Break in the Expo Hall

Balancing Ever-Rising Customer Expectations with Your Bottom Line
Rising expectations around fulfillment, delivery and returns make that increasingly difficult. For example, the push for faster delivery is heaping pressure across the industry, free shipping is now the #1 factor driving where to shop decisions, and most want returns credited within four days. How can you exceed those expectations while overcoming operational challenges – and containing costs? Industry experts and retail veterans share their winning strategies in this informative session.
You will learn:
• About driving efficiency through fulfillment automation while providing a branded box-opening experience
• About providing shipping options that are fast and you can afford to offer for free
• About managing the complex logistics of returns and accelerating refunds
- Patrick Allard, SVP, Retail Sales and Channel Partner Development, Commerce Services, Pitney Bowes
- Nate Skiver, Senior Manager, Parcel Network Design, Gap Inc.
- Anthony Vicars, Vice President of Operations, Framebridge

Getting Maximum ROI from Your Systems Investment
You will learn:
• The role of the project team in managing the acquisition and implementation process
• Essential criteria for evaluating system and vendor candidates
• How to leverage communication and collaboration for onboarding
• How to apply business use cases in system evaluation and testing
- Ernie Schell, Executive Director, Marketing Systems Analysis
- Phil Minix, EVP, Rod's Western Palace

Analyzing Carrier Accessorial Costs: Know the Impact on Your Bottom Line
You will learn:
• About the importance of quantifying your overall accessorial expenditures
• About the relationship between contract language and lowering accessorials
• About key terms and conditions that impact every shipper’s bottom line
- Stephanie Martin, Senior Analyst, Navigo Consulting Group

Leveraging Blockchain for Omnichannel Success
You will learn:
• About issues driving poor performance (data silos, forecasting, etc.)
• About tools to mitigate a reactive supply chain, including blockchain
• About benefits of a digitized, holistic and connected supply chain
• Practical steps for merchants to start on their blockchain journey
- Pratik Soni, Founder and CEO, Omnichain Solutions
- Stephen Davis, President and CEO, Ruby's Naturals Inc
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