Conference Agenda
| Pre-Conference Training Wednesday, May 7 | ||||
| Session Title | Start Time | End Time | Presenter/Panelist | Description |
| ActiveSurvey Best Practices | 7:45am | 10:00am | Kyle LaMalfa, Allegiance | Discover how following best practices in survey creation, execution, evaluation and data presentation can improve your business overall. Learn the top 'do's' and 'don'ts' of survey administration, and build surveys right to insure the highest response and most accurate data quality. |
| Break | 10:00am | 10:15am | ||
| ActiveSurvey Hands-On Training | 10:15am | 12:00pm | Jeff Olsen, Allegiance | Apply ActiveSurvey best practices in a hands-on environment. Learn to create, deploy and manage ActiveSurvey, and to utilize its range of features and functionality. Understand how campaign management can increase your response rate and data validity. |
| Lunch | 12:00pm | 1:00pm | ||
| Creating Customer Astonishment | 1:00pm | 4:30pm | Darby Checketts, Cornerstone Professional Development | Darby Checketts has positively astonished clients from organizations such as Duke Energy, Intel and the Federal Government. Darby will provide principles, stories, examples and the motivation to instantly boost customer, and even employee, astonishment at your organization. |
| Main Conference Day 1—Thursday, May 8 | ||||
| Session Title | Start Time | End Time | Presenter/Panelist | Description |
| Welcome | 9:00am | 9:30am | Kevin Mellander/Adam Edmunds, Allegiance | |
| Keynote: Give Customers What They Really Want—A Genuine Relationship | 9:30am | 10:30am | Bob Thompson, CustomerThink Corp. | With the evolution of enterprise feedback management, customer relationship management and customer experience management, the opportunity to increase customer engagement is greater than ever. Yet businesses today often fail in their efforts. Why? With the right strategies and best practices, you can realize the benefits of genuine customer relationships in your business. |
| Break | 10:30am | 10:45am | ||
| The Power of Analytics | 10:45am | 11:45am | Dr. Gary Rhoads/Dr. David Whitlark, Allegiance | Using analytics technology, businesses can capture unique insights and gain a strong competitive edge. Learn basic strategies to help you realize the unique benefits offered with analytics. No matter what your role or title, analytics can help give you an edge and make you a hero at your company. |
| Networking Lunch | 11:45am | 1:15pm | ||
| Engagement Customer Case Study | 1:15pm | 2:15pm | Institution Representative | Learn how one prominent financial institution changed their business process to embrace engagement, and realized the benefits. Discover what issues they faced, what changes they made, how they executed and measured their efforts, and what results they achieved. |
| Pulse of America – Track A | 1:30pm | 2:30pm | Kyle LaMalfa, Allegiance | In October of 2007, Allegiance began a first-of-its-kind survey, the Allegiance Pulse of America for Banking. The data collected reveals unique insights for financial institutions and parallels general business in America today. Learn how the data from this perpetual study can have a dramatic impact on your engagement initiatives. |
| Follow Compliance, Ethics, and Security Best Practices and Watch Engagement Grow – Track B | 1:30pm | 2:30pm | Mike Levine, Allegiance Ethics Consultant | Every business, large or small, should strive to build a culture Ð even a brand Ð of ethics, compliance, and information security with customers and employees. As best practices are followed, you will reduce risks, realize substantial savings, increase productivity, increased employee and customer trust and engagement, and ultimately see greater profits. |
| Networking Break | 3:30pm | 4:00pm | ||
| Panel: Enhancing Employee Engagement – Track A | 4:00pm | 5:00pm | Employee Engagement Peers and Professionals | Listen to a panel of professionals discuss practical ways to increase employee engagement. Hear real-life examples and ask questions. |
| Panel: Enhancing Customer Engagement – Track B | 4:00pm | 5:00pm | Customer Engagement Peers and Professionals | Listen to a panel of professionals discuss practical ways to increase customer engagement. Hear real-life examples and ask questions. |
| =Break | 5:00pm | 6:00pm | ||
| Dinner/Evening Activity/Allegiance Awards | 6:00pm | 8:00pm | Adam Edmunds, Allegiance | Enjoy dinner, entertainment, and an awards ceremony. |
| Main Conference Day 2—Friday, May 9 | ||||
| Session Title | Start Time | End Time | Presenter/Panelist | Description |
| Welcome | 9:00am | 9:30am | Kevin Mellander/Greg Heaps, Allegiance | |
| Keynote: Increasing Employee Passion Factors | 9:30am | 10:30am | Employee Engagement Specialist | Find out the latest ways to impact employee passion factors, and how you can increase employee productivity and retention. Learn how employee engagement spills over, or correlates to customer engagement, and how to train and reward your employees in a way that builds true engagement. |
| Networking Break | 10:30am | 11:00am | ||
| The Positive Economics of Engagement | 11:00am | 12:00pm | Kyle LaMalfa, Allegiance | Measuring engagement can be elusive. Learn the key metrics you can use to calculate how your engagement efforts impact your key business outcomes. Find out how making small improvements in each of the main areas of engagement can have a dramatic impact on your business. |
| Lunch: Table Topics | 12:00pm | 1:30pm | Kevin Mellander, Allegiance | |
| Bright Horizon: A Look at Allegiance's Future Product Roadmap | 1:30pm | 2:30pm | John Epeneter, Allegiance | See what product and service improvements are coming. Learn how these new features can impact engagement at your company. |
| Conference Wrp Up | 2:30pm | 3:30pm | Kevin Mellander/Adam Edmunds, Allegiance | |
"My experience at the 2007 Allegiance User Conference was both rewarding and educational. The attendees included seasoned users and those wishing to learn more about the Enterprise Feedback Management (EFM) Solutions. Allegiance, Inc., described their array of tools and solutions designed to enhance the customer and employee experience, build loyalty, and strengthen relationships.
The conference hosts were patient, attentive to the learning needs of their guests, and open-minded to considering any/all suggestions to help shape and improve the future EFM user experience."
– Sal Ahmed, Vice President and Service Excellence Manager
National Bank of Arizona
National Bank of Arizona
