CX Retreat 2025

AGENDA

This carefully crafted program combines inspiring keynotes with informal activities and time to build real relationships.

CX Retreat agenda

Monday

17:00

Delegate registration

17:00

Welcome Drinks

Tuesday

7:00

Breakfast at Samphire Restaurant

Dr Violet Lazarevic-Sittrop
Opening Comments

Dr Violet Lazarevic-Sittrop, Head of Customer Experience, Commercial, ANZ

ANZ

Dr Violet Lazarevic-Sittrop is the Head of Customer Experience for the Commercial Bank at ANZ. She was previously Group Head of CX, Customer and Market Insights at Telstra and Head of Customer, Category, Insights and Data Analytics at Endeavour Drinks Group as well as numerous other senior roles in retail, research and tourism.

Violet is incredibly passionate about customers, customer strategy and optimising customer experience as a means to retain and acquire customers. She is an expert in customer research and insights, data analytics and building customer empathy. Her research began during her PhD in consumer behaviour and marketing at Monash. She has presented thought leadership internationally and in Australia and is a passionate member of the CX industry.

8:50

Partner Keynote from Coveo

Coveo

9:25

Kate Liggett
Making Customer Obsession Real: From Strategy to Implementation

Kate Liggett, Executive Customer Insights and Strategy, NAB

NAB

NAB has set its sights on becoming the most customer-obsessed company in Australia and New Zealand; a bold ambition that requires more than words on a page. It means rewiring how the business listens, learns, and acts on customer feedback at speed, while keeping the organisation accountable to what really drives advocacy and value for customers.

NAB has set its sights on becoming the most customer-obsessed company in Australia and New Zealand; a bold ambition that requires more than words on a page. It means rewiring how the business listens, learns, and acts on customer feedback at speed, while keeping the organisation accountable to what really drives advocacy and value for customers.

09:50

Networking & Coffee Break

10:15

Partner Breakout with Forsta

Forsta

Partner Breakout with Teleperformance

Teleperformance

10:30

Coffee break and Networking

10:50

Kate Young
Think Tank 1: Metrics as a Diagnostic Tool – Rethinking CX Measurement and ROI

Kate Young, Executive Manager, Marketing Strategy and Capability, ANZ

ANZ

There’s growing pressure on CX leaders to demonstrate tangible business outcomes, and fast. In this Think Tank, we’ll challenge the metrics’ status quo and explores how to link CX insights to commercial value.

We’ll discuss the importance of context and how progressive teams are turning NPS from a score into a diagnostic tool, evolving feedback frameworks, and drawing straight lines from experience to loyalty, retention, and cost reduction. The discussion will equip you with fresh thinking on how to position CX as a growth and efficiency driver — not a soft metric.

Bhavika Unnadkat
Think Tank 2: How Are You Keeping Up With the Opportunities that AI Presents?

Bhavika Unnadkat, Head of Data and Analytics, EnergyAustralia

EnergyAustralia

The applications of AI and our use of it both in our day-to-day roles and from a wider organisational perspective has increased significantly in the last 24 months. It’s evolving at an unprecedented speed, but keeping up with that pace of change can be overwhelming. Where do we start? What do we need to be thinking about?

In this Think Tank, we’ll come together to share and discuss the opportunities that AI presents us, how we can start to take advantage of those opportunities, and some of the compliance, legal and ethical considerations to be aware of as we experiment.

Samantha Price
Think Tank 3: Do Customers Really Expect Ultra-Personalisation?

Samantha Price, Head of Customer and Business Improvement, Customer Experience and Transformation, City of Port Phillip

City of Port Phillip

Personalisation is not new; it’s something we’ve been working on for years. Driven by companies upping the personalisation-stakes, such as the iconic Spotify Wrapped initiative at the end of each year, customers now expect an unprecedented level of personalisation from the brands and companies they interact with. Or do they?

In this Think Tank, we’ll delve into what customers really expect from us when it comes to personalised interactions and experiences, and what we need to do in order to meet those expectations.

Martin Kelly
Think Tank 4: Who Owns CX? Redefining Roles and Collaboration in a Shared Experience Economy

Martin Kelly, GM Customer Experience, Retail Food Group

Retail Food Group

As customer experience becomes everyone’s job, clarity around roles and responsibilities has never been more critical.

This Think Tank session explores the evolving identity of the CX function: from strategist to ops to analyst — and everything in between. We’ll tackle big questions: Where should CX sit? How should it intersect with product, UX, and insights teams? And how do you build, scale and empower CX roles in a landscape where everyone’s involved — but not everyone is aligned?

12:10

Partner Breakout with Qualtrics

Qualtrics

Partner Breakout with NICE

NICE

12:35

Networking Lunch

13:30

Sonny Sethi
How Can AI Take our Customer Insights to the Next Level?

Sonny Sethi, Senior Director Marketing Research, Zip

Zip

With so much data at our fingertips, the developments in AI have had a profound impact on our ability to analyse both our structured and unstructured data to get a better understanding of our customers’ behaviour and sentiment. But while many of us are already experimenting with applications such as text analytics and sentiment analysis, what is the next frontier of AI and how we can be using it to supercharge our use of customer insights and research?

In this session, we’ll hear from one research leader about the work they’re doing to experiment with newer applications of AI. We’ll explore the potential that synthetic data poses in our ability to better predict customers’ sentiment and help us prioritise new innovations in our customer journey, and how we can be using AI to transform our approach to survey design for richer insights. We’ll also examine the ethical considerations needed when leveraging AI to power our customer insights strategies.

14:00

Dannielle Pearson
Partner Keynote: The Need for Targeted Intelligence: Moving Beyond the Data Myth

Dannielle Pearson, Head of Customer Strategy & Insights, Concentrix Catalyst

Concentrix

Organisations are drowning in data, yet still lack the intelligence needed to build trust, loyalty, and long-term customer value. Data tells you what is happening — not why or what to do next. In this session, Dannielle Pearson, Head of Customer Strategy & Insights at Concentrix Catalyst, reveals how advanced analytics, AI, and behavioural segmentation are transforming fragmented data into precise, actionable intelligence. Learn how leading organisations predict behaviour, identify churn risk, and deploy intelligence across functions to deliver sharper, more impactful CX strategies that win customer trust, loyalty and drive greater customer lifetime value. Discover why the future of CX leadership depends not on more data, but on smarter insights.

14:40

Wine Tasting

We’ll be taking you to two of the most highly regarded vineyards in the Mornington Peninsula.

Golf

9 holes on the beautiful RACV Cape Schanck Resort Gold Course

Eva Pool
Workshop: Your Leadership Presence: How You Impact the Emotional Experience of Those You Lead

Eva Pool, Founder and Director, The Curious Leader Consulting Group

The Curious Leader Consulting Group

We know how important the employee experience is in creating exceptional experiences for our customers; when employees feel seen and heard, they’re likely to be more engaged and go above and beyond in order to create the best outcomes for both the customer and the organisation.

So, good leadership and creating the desired results isn’t just about getting things done; it’s about how you make people feel when they work with you.

In this 90 minute workshop, you’ll explore the emotions you create in others and how to be more intention about the emotional experience you create for your team. It’s a practice way to become more aware of your leadership style and build better relationships with the people you lead.

This workshop is great for leaders who want to improve how they come across to others in a straightforward and useful way.

17:00

Relax + Recharge

19:00

Pre-Dinner drinks

 

19:45

Gala Dinner

21:45

Close

Wednesday

8:00

Hotel Checkout

7:00

Breakfast

Dr Violet Lazarevic-Sittrop
Opening Comments

Dr Violet Lazarevic-Sittrop, Head of Customer Experience, Commercial, ANZ

ANZ

Dr Violet Lazarevic-Sittrop is the Head of Customer Experience for the Commercial Bank at ANZ. She was previously Group Head of CX, Customer and Market Insights at Telstra and Head of Customer, Category, Insights and Data Analytics at Endeavour Drinks Group as well as numerous other senior roles in retail, research and tourism.

Violet is incredibly passionate about customers, customer strategy and optimising customer experience as a means to retain and acquire customers. She is an expert in customer research and insights, data analytics and building customer empathy. Her research began during her PhD in consumer behaviour and marketing at Monash. She has presented thought leadership internationally and in Australia and is a passionate member of the CX industry.

8:50

Partner Keynote from Coveo

Coveo

9:25

Kate Liggett
Making Customer Obsession Real: From Strategy to Implementation

Kate Liggett, Executive Customer Insights and Strategy, NAB

NAB

NAB has set its sights on becoming the most customer-obsessed company in Australia and New Zealand; a bold ambition that requires more than words on a page. It means rewiring how the business listens, learns, and acts on customer feedback at speed, while keeping the organisation accountable to what really drives advocacy and value for customers.

NAB has set its sights on becoming the most customer-obsessed company in Australia and New Zealand; a bold ambition that requires more than words on a page. It means rewiring how the business listens, learns, and acts on customer feedback at speed, while keeping the organisation accountable to what really drives advocacy and value for customers.

09:50

Networking & Coffee Break

10:15

Partner Breakout with Forsta

Forsta

Partner Breakout with Teleperformance

Teleperformance

10:30

Coffee break and Networking

10:50

Kate Young
Think Tank 1: Metrics as a Diagnostic Tool – Rethinking CX Measurement and ROI

Kate Young, Executive Manager, Marketing Strategy and Capability, ANZ

ANZ

There’s growing pressure on CX leaders to demonstrate tangible business outcomes, and fast. In this Think Tank, we’ll challenge the metrics’ status quo and explores how to link CX insights to commercial value.

We’ll discuss the importance of context and how progressive teams are turning NPS from a score into a diagnostic tool, evolving feedback frameworks, and drawing straight lines from experience to loyalty, retention, and cost reduction. The discussion will equip you with fresh thinking on how to position CX as a growth and efficiency driver — not a soft metric.

Bhavika Unnadkat
Think Tank 2: How Are You Keeping Up With the Opportunities that AI Presents?

Bhavika Unnadkat, Head of Data and Analytics, EnergyAustralia

EnergyAustralia

The applications of AI and our use of it both in our day-to-day roles and from a wider organisational perspective has increased significantly in the last 24 months. It’s evolving at an unprecedented speed, but keeping up with that pace of change can be overwhelming. Where do we start? What do we need to be thinking about?

In this Think Tank, we’ll come together to share and discuss the opportunities that AI presents us, how we can start to take advantage of those opportunities, and some of the compliance, legal and ethical considerations to be aware of as we experiment.

Think Tank 3: Bringing Creativity to the Content Supply Chain for Personalisation at Scale

AI has disrupted the traditional content creation process, which means it’s more important than event to maintain brand authenticity.

Join to discuss:

How do you ensure your tech helps build customer trust rather than fracture it?
How can AI enhance rather than replace creative teams in the content supply chain?
What practical steps can organisations take to implement “customer contextual content automation”?
How are leading brands successfully integrating AI into their DAM and CDP ecosystems?
What are the realistic applications of generative AI for content personalisation beyond the initial hype?

Martin Kelly
Think Tank 4: Navigating and Implementing MarTech’s Role in CX Journeys

Martin Kelly, GM Customer Experience, Retail Food Group

Retail Food Group

The last piece of the personalisation puzzle; the opportunities transformative and the challenges complex.

Join to discuss:

What strategies are working to solve email deliverability challenges in a complex consent and privacy landscapes?
How should we approach agentic AI for marketing applications beyond customer service?
What shifts are needed in web design and development to optimise for both AI uptake and evolving customer behaviour patterns?
How can marketing and CX collaborate to create unified journeys that delight customers?
What’s the right balance between automation and human interaction in loyalty programmes that bridge online and offline experiences?

11:45

Diane Buckley
Culture and Connection: Driving Customer Engagement at Scale

Diane Buckley, Head of Marketing, Customer Engagement and Retention – Retail, Origin Energy

Origin Energy

In a world where technology evolves at lightning speed, the real game-changer in customer experience is often culture; you can have all the tech in the world, but without the buy-in from the people, a CX-focus is a non-starter.

At Origin Energy, the journey began with a major transformation — and now, the focus is on the “fun bit”: building loyalty, delivering rewards, and creating moments of genuine surprise and delight for their 4.7 million customers.

From shifting mindsets in a traditionally low-engagement category to launching a fresh brand campaign that redefines what it means to be a useful utility, this session explores how aligning people, processes, and purpose drives real CX impact. Discover how Origin is empowering its energy specialists with the right tools, fostering cross-functional collaboration, and putting customer needs at the heart of every interaction.

12:15

Liam Woods
Supercharging the Impact of Our CX Efforts: The Power of Data-Led Decision Making

Liam Woods, General Manager – Digital Enterprise, HCF

HCF

Being able to leverage the data that have on our customers is fundamental in creating experiences that are connected, meaningful and relevant. But being able to leverage that data effectively and in a way that influences both business and CX strategy, means equipping the organisation with the tools and mindset to be both data-led and commercially driven in how our people tackle problems, innovate, and make decisions in their day to day.

In this Keynote, we’ll explore what it takes to create a data-driven organisation where its people live and breathe that data-led mindset, the importance of honing our commercial acumen as a skill, and the impact that that can have on the experiences we create for our customers and outcomes for the organisation.

12:45

Closing comments & networking lunch