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.

8:45

Tim Stierman
International Keynote: Building an Enriched Customer Listening Strategy, No Allen Key Required

Tim Stierman, Digital Product Leader, Global CX Platform, Inter Ikea Group

Inter Ikea Group

With over 2.5 million pieces of feedback coming in every month across 63 markets and 50 languages, IKEA’s CX market research studies is one of the biggest worldwide. But just listening to that feedback alone isn’t enough; their goal is to truly understand why their customers are satisfied or not, and act on what their customers tell them.

In this keynote, you’ll hear from Tim Stierman, Digital Product Leader for the Global CX Platform at IKEA, on their journey to bring the customers’ voice into every decision as a business, and what that looks like into the future as they connect behavioural, operational and business performance data.

From moving beyond customer satisfaction scores to empowering 220,000 of their employees with access to investigate, analyse and act upon customer data, this is IKEA’s journey to assembling a stronger, smarter, and more responsive CX strategy, no allen key required.

9:20

Partner Keynote: Presented by Medallia

Medallia

09:55

Lachlan Davidson
From Siloes to Seamlessness: Designing Truly Connected Enterprise-Wide Customer Journeys at Bupa

Lachlan Davidson, GM Customer Strategy and Performance, Bupa

Bupa

Bupa is on a mission to become the world’s most customer-centric healthcare company, but with a vast portfolio of services helping to drive that mission, creating consistency and a connectedness across those channels and business-units is no easy task.

In this Keynote, we’ll hear from Lachlan Davidson, General Manager, Customer Strategy & Performance at Bupa Health Insurance as he shares how he is shifting the thinking of the organisation away from a business-centric view of experience, to thinking about enterprise-wide customer journeys. He’ll touch on how they approach the economics of their NPS and the work they’re doing to map the differences in experiences to the financial outcomes of the business and the health outcomes of the customer.

Join Lachlan for this inspiring Keynote as he shares his vision for connected experiences driving the future of healthcare; how they build customer trust when expanding the reach of their business; and the commercial value of customer advocacy.

10:25

Coffee and Networking break

10:50

Partner Breakout with Strativity

Strativity
Lyndall Spooner
Partner Breakout: You Can’t Automate Amazing: Becoming a Customer-Intelligent Business

Lyndall Spooner, CEO, 5D

Fifth dimension

Dashboards, self-serve platforms, and AI overlays promised to democratise data and deliver performance improvements. Despite billions invested in data and AI, most organisations still only scratch the surface of customer understanding. In this provocative talk, Lyndall Spooner explores why customer experience growth has stalled and what needs to change.

She will introduce the Nexus Market Intelligence Solution, a curated ecosystem that unites siloed insights into a living knowledge base.

Attendees will learn how to move beyond being “customer-centric” to becoming customer-intelligent—driving smarter innovation, more sophisticated research, and building stronger, more enduring customer relationships.

11:00

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: AI Agents – The Most Human Way to Scale Conversational AI

Ben Hancock, Manager – Customer Service Automation, NiCE
Ben Elliot, Digital Solutions Architect, ANZ, NiCE

Ben Hancock
Ben Elliot
NICE

GenAI and LLMs have changed the way we connect, and how businesses can solve enquiries, grow revenue and create memorable experiences at-scale and in production. But many organisations aren’t yet using them to their full potential.

In this session, you’ll hear from Ben and Ben from NiCE who will share how to build a next generation AI agent that will transform the way customers connect, buy and solve problems with your businesses using Agentic AI from intent to fulfilment.

They will take the audience through, step-by-step, how to build your AI Agent – including persona, job description, tools for the job, and how to prompt your Agent to delight your customers and resolve queries in a way that feels human.

Attendees to this session will actually be able to interact with the Cognigy AI Agent, and test it for themselves! Don’t miss this session for a real and live demonstration of the power of an AI agent with NiCE Cognigy, a leader in Conversational AI Agents, with customers such as Qantas, Mercedes Benz, Lufthansa, Allianz, Adidas, e-on, DHL, Toyota, T-Mobile, Hilton and more.

12:35

Networking Lunch

13:30

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.

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: The Enterprise Leader’s Mindset: Leading Beyond Function

Rachel McIver, CEO & Lead Consultant​, The Rachel McIver Group

The Rachel McIver Group

As a CX professional, your expertise is unquestioned. But true enterprise leadership requires a shift: from focusing on your function to thinking and acting as a strategic leader for the whole organisation.​

In this interactive 90-minute workshop, you’ll explore how to make that mindset shift—springboarding from technical expertise into a more strategic space where your influence extends across the enterprise. Guided by one of the Rachel McIver Group’s proprietary change models, you’ll gain fresh perspective on what it means to operate with enterprise impact, and why this transition is essential to your leadership journey.​

This session is designed to challenge your thinking, expand your perspective, and help you reimagine your role as an enterprise leader.

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: How Leading Companies Are Actually Using GenAI to Improve Customer and Employee Experiences

Rowan Pizzey, Sales Leader, Coveo

Coveo

Generative AI has been changing how businesses support their customers and employees. We’ll share real examples from local companies like Freedom and Xero, showing how they’re using GenAI to improve experiences, and what results they’ve seen since implementing AI at key moments in the customer and employee journey.

9:25

Making Customer Obsession Real: From Strategy to Implementation

Kate Liggett, Executive Customer Insights and Strategy, NAB
BJ Allen, Head of Customer Experience Business and Private Banking, NAB

Kate Liggett
BJ Allen
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

10:50

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

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.

12:15

Liam Woods
Supercharging the Impact of Our CX Efforts: The Power of Data, Commercial Acumen and Human-Centred Design

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.

We’ll also dive into the challenge of overlaying CX and digital across the end-to-end operational workflow, and how to build the culture, tools and accountability that enable teams to bring it all together.

12:45

Closing comments & networking lunch