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Culture & Experience Board

Culture & Experience Practitioner Summit

September 2-3, 2026 | Philadelphia, PA

Agenda

Wednesday, September 2

9:45 AM

Registration, Networking, and Refreshments

10:30 AM

Welcome and Introduction

10:45 AM

Peer-led Vendor* Clinic

Workforce Listening & Organizational Insights

* We are a vendor-free community. These confidential, peer-led discussions bring together leaders using similar platforms to exchange candid lessons learned—no vendors, no product demos, and no sales pitches.

As organizations move beyond measuring workforce sentiment to enabling workforce performance, listening and analytics platforms are becoming strategic infrastructure for organizational change, AI adoption, and business decision-making. Join peers to discuss how they’re turning employee feedback and workforce data into actionable insights that build trust, accelerate transformation, strengthen leadership decisions, and improve organizational performance.

Discussion groups:

  • Qualtrics
  • Microsoft Viva / Viva Glint
  • Perceptyx
  • Medallia
  • Workday Peakon
  • SAP SuccessFactors
  • Visier
  • Power BI/Tableau
  • Evaluating platforms / Open discussion

11:15 AM

Break

11:20 AM

Peer-led Vendor* Clinic

Culture, Recognition & Workforce Performance

* We are a vendor-free community. These confidential, peer-led discussions bring together leaders using similar platforms to exchange candid lessons learned—no vendors, no product demos, and no sales pitches.

Culture is shaped through the everyday systems that reinforce behaviors, strengthen communication, and enable organizational change. Explore how peers are using recognition, digital workplace, and culture platforms to reinforce values, improve manager effectiveness, accelerate adoption, and build the organizational capabilities needed to thrive in an AI-enabled world.

Discussion groups:

  • Workhuman
  • OC Tanner
  • Achievers
  • AwardCo
  • Bonusly
  • Kudos
  • Workvivo
  • Lattice
  • Evaluating platforms / Open discussion

11:50 AM

Networking Lunch

Meet up with a buddy or make a new friend during this open networking lunch hour.

1:00 PM

Break

1:10 PM

Case Study

Values at the Top: Aligning Strategy, Values, and Leadership


Marissa Fezzey, Rocket

A change in leadership often creates a pivotal moment for organizations to reassess the values, behaviors, and principles that guide decision-making. In this session, Marissa Fezzey, Executive Culture & Engagement Strategist at Rocket, will share how her team partnered with both the company’s founder and CEO to build alignment around the values, behaviors, and principles that should continue to guide decision-making as the business enters its next chapter. We’ll explore how EX leaders can help the C-suite create shared understanding, document what matters most, and translate leadership vision into a framework that drives strategic alignment and consistent decision-making across the enterprise.

1:40 PM

Break

1:55 PM

Case Study

Using EX Data to Coach and Enable Managers


Leslie Parpart, CarMax

2:25 PM

Break

2:40 PM

Case Study

Pass the Mic: Amplifying Employee Voices Across a Global Organization


Angie Grossman, The Trade Desk

As organizations scale across geographies, functions, and work styles, creating a shared sense of connection becomes increasingly complex, making authentic storytelling more important than ever. In this session, Angie Grossman from The Trade Desk will share the strategy behind launching an internal podcast designed to spotlight employee stories, strengthen connections across a global workforce, and bring company culture to life in a more authentic way. Join us to explore how Culture and Experience leaders can leverage internal media to create engagement, foster community, and help employees better understand the people behind the work.

3:10 PM

Networking Break

3:40 PM

Case Study

From Survey Results to Employee Signals: Building Ally’s Listening Scorecard


Adam Perrow & Danielle Phillips, Ally

Most listening programs generate data, but few create a clear, actionable story that leaders can use to make decisions. In this session, Adam Perrow and Danielle Phillips of Ally will share the evolution of Ally’s quarterly Employee Listening Scorecard—a cross-functional effort that brings together active listening, passive listening, behavioral indicators, and employee comments into a holistic view of the employee experience. Learn how Ally moved beyond point-in-time survey analysis to create an executive-ready framework that surfaces real-time trends across the employee lifecycle, highlights emerging risks and opportunities, and strengthens the connection between employee voice and business outcomes, accelerating a shift toward a more proactive, insight-led employee experience.

4:10 PM

Break

4:25 PM

Case Study

Mentorship That Scales: Building Leaders at Every Level


India Taylor, Caleres

Many mentorship programs focus on individual development, but few are intentionally designed to strengthen employees, managers, and senior leaders at the same time. In this session, India Taylor of Caleres will share how the company reimagined mentorship as a strategic leadership development program that builds inclusive leadership, accelerates career growth, and strengthens organizational capability. Learn how Caleres created a structured, multi-tiered mentorship model that drives measurable outcomes, including increased promotions, stronger leader engagement, and deeper cross-functional connections, while creating a scalable foundation for long-term talent development.

4:55 PM

Adjourn

5:00 PM

Drinks Reception and Members-Only Dinner

Following our afternoon of conversations and case studies, we’ll all go out for a fantastic dinner together. It’s a perfect opportunity to connect with your fellow members before a big day of brainstorming, discussion, and collaboration.

Thursday, September 3

8:00 AM

Themed Breakfast Discussions

The conversations over coffee and eggs at this event are often more lively than any other conference’s happy hour. You’ll want to be here bright and early (and on time).

The tables will be divided into topic areas so leaders can pick where they want to sit and connect with others who are interested in the same initiative. There are no formal presentations or discussion prompts—just time to share perspectives and kick off the day with meaningful and inspiring conversation.

  • Cultivating a Culture of Learning, Agility, and Curiosity
  • Empowering People to Thrive with AI
  • Designing the Next Generation of Employee Experiences

8:50 AM

Opening Remarks

9:00 AM

Workshop

Communicating Through Change with Transparency and Trust


Jenae O’Neil, Zurich U.S.

Whether navigating restructures, benefit changes, AI adoption, or evolving ways of working, organizations are asking leaders to communicate with greater clarity and transparency than ever before. Join this confidential discussion, facilitated by Jenae O’Neil, Employee Experience Manager at Zurich U.S., to exchange practical approaches for helping leaders communicate transparently, connect organizational decisions to the broader business context, and help employees understand the “why” behind change. Share how you’re equipping leaders, reinforcing trust, and supporting employees through uncertainty.

9:30 AM

Break

9:45 AM

Workshop

Building a Self-Service Culture Strategy

As Culture & Experience teams take on broader responsibilities with leaner resources, they can’t own every initiative. Discuss how leaders are equipping managers and business partners with the playbooks, governance, and tools they need to drive culture, engagement, and employee experience, while keeping enterprise priorities aligned.

10:15 AM

Break

10:30 AM

Workshop

The Future of Employee Listening

Join other leaders for a candid discussion on the evolving role of employee listening in today’s organizations. Share how you’re designing listening strategies, engaging leaders, and turning employee feedback into meaningful action that strengthens culture and workforce performance.

11:00 AM

Break

11:15 AM

Workshop

Leveraging AI across listening, lifecycle, and manager support

11:45 AM

Themed Lunch Discussions

During lunch, the tables will be divided into industries so leaders can pick where they want to sit and connect with others who are leading employee experience in the same space:

  • Consumer products / Retail
  • Banking / Financial services / Investments
  • Insurance
  • Healthcare / Pharma / Biotechnology
  • Manufacturing
  • Telecommunications
  • Technology
  • Other

12:45 PM

Break

12:55 PM

Peer Advisory Roundtables

EXAMPLE TOPICS:

  • Human-centered AI design
  • Continuous listening strategies
  • Building a resilient culture

1:30 PM

Peer Advisory Roundtables

EXAMPLE TOPICS:

  • Partnering with your new AI colleague
  • Building consumer-grade employee experience
  • Navigating return-to-office strategies

2:00 PM

Break

2:15 PM

Peer Advisory Roundtables

EXAMPLE TOPICS:

  • Reimagining the employee journey
  • Turning employee stories into leadership action
  • Designing inclusive cultures for the future of work

2:45 PM

Adjourn

Please note: This agenda is subject to change based on speaker availability and scheduling.