ICMI's Contact Center Expo:
A Digital Experience

April 8, 2026
11:00am – 4:00pm ET

ICMI's Contact Center Expo: A Digital Experience

Join us for ICMI's Contact Center Expo: A Digital Experience on April 8, 2026. This free, one-day virtual summit is designed for contact center professionals looking to advance their careers and enhance their performance.

ICMI's Contact Center Expo: A Digital Experience is designed specifically for contact center and customer service professionals to arm them with the tools, knowledge and connections that will advance their performance and career. Unlike most virtual events which can feel like consecutive webinars, we invest in delivering an interactive, community-focused experience that's rooted in practical and actionable information and customized networking.

Topics Include:
Learn to transform your professional journey through actionable strategies and innovative technologies
Discover tools and insights to revolutionize your contact center operations
Find proven strategies that align customer service with business goals
Agenda
Introduction and Opening Keynote
11:00 AM – 11:25 AM EST

The State of Contact Centers—Separating the Signal from Noise

Presented by: Brad Cleveland, ICMI Founding Partner and Former CEO

Back by popular demand, Brad Cleveland returns with a mid-year 2026 update addressing—in rapid-fire format—the questions contact center leaders across the ICMI community are asking. With his signature blend of deep insight, objective analysis, and engaging humor, Brad helps leaders distinguish meaningful progress from persistent hype, focusing on the strategic priorities that truly matter.

Contact centers are navigating contradictions—AI promises versus AI reality, retention challenges despite record investment, leadership confidence that doesn’t always match frontline experience. In this session, Brad decodes what’s actually changing, what’s stubbornly stuck, and what you must do now to stay ahead—offering practical insights to help you succeed today while positioning your contact center for 2027 and beyond.

SPONSORED KEYNOTE
11:25 AM – 11:45 AM EST

Agentic Customer Service in Action with CXone: From Insight to Intelligent Action

Sponsored by: NiCE
Speaker(s) Michele Carlson, Director of Product Marketing at NiCE

Customers don’t experience your AI strategy, they experience the outcome. They expect every interaction to be faster, smarter, and fully resolved.

Join us to explore five priorities moving AI from assistant to operator – shifts that take AI beyond isolated use cases and into the core of how businesses run, connecting decisions, workflows, and experiences across the enterprise.

You’ll see how leaders are turning AI into measurable impact: improving outcomes, accelerating decisions, and delivering experiences that drive lasting revenue. Because consistency requires more than capability—it requires a connected foundation—one platform, every experience.

Scaling AI isn’t about adding capabilities. It’s about leading AI experiences that let your organization execute, adapt, and win.

Breakout Session #1: Subject > AI
11:45 AM – 12:25 PM EST

Agentic AI Explained: What It Really Means for the Contact Center

Speaker(s) Brent Barbara, Managing Director & Amanda Hughes, Founder and Managing Director, Clearest Blue LLC

Agentic AI is quickly becoming one of the most talked-about concepts in customer experience (CX), yet it remains poorly defined and widely misunderstood. Is it simply another term for chatbots? A replacement for human agents? Or does it represent a fundamental shift in how AI operates within the contact center?

In this session, we cut through the hype and explain Agentic AI in practical terms, with a specific focus on contact centers and the modern customer experience. You’ll learn how Agentic AI differs from traditional Conversational AI, why the shift from intent-based automation to goal-driven execution matters, and where organizations are already putting Agentic behaviors into production today.

Through real-world examples, we’ll show how Agentic AI enables systems to plan, decide, and act, not just answer questions. We’ll examine organizations already deploying agentic behaviors in production environments and explore what makes them successful. You’ll also learn the critical requirements for implementation, including data infrastructure, system integrations, and governance frameworks that protect both operational efficiency and customer trust.

Whether you’re evaluating new AI/CX investments or expanding existing capabilities, this session provides practical guidance to help you separate genuine innovation from marketing hype and build a realistic, actionable roadmap for your organization.

Key Takeaways: 
1. Clearly explain what Agentic AI is and is not. Understand how Agentic AI differs from traditional conversational AI and generative AI, without the buzzwords.
2. Identify where Agentic AI creates real value in the contact center, recognize practical, production-ready use cases where AI moves from assistance to execution and drives measurable outcomes.
3. Apply a pragmatic approach to adoption. Learn how to start with focused, goal-based workflows, keep humans in the loop, and avoid the risks that derail many AI initiatives.

Breakout Session #2: Subject > Leadership
11:45 AM – 12:25 PM EST

Build. Stretch. Prepare. A Leadership System for Advancing High-Potential Talent

Speaker(s) Bianca Price, HR Customer Experience Manager, Michigan State University

What does it take to develop and promote talent not in years, but in months?

In this session, you’ll learn a proven leadership framework designed to accelerate the growth of early-career professionals with clarity, intention, and impact. Developed by a manager who has successfully onboarded, stretched, and promoted multiple high-potential employees in under 18 months, Build. Stretch. Prepare. (TM) is a system that transforms onboarding into development, 1:1s into strategy sessions, and stretch assignments into launchpads.

Key Takeaways: 

1. Understand how Intentional Onboarding Accelerates Readiness and Results

2. How to use Leadership Mindset & Self-Awareness to Fuel High-Potential Growth

3. How to Use Strategic 1:1s to Grow Confidence, Readiness, and Trust

Breakout Session #3: Subject > Operations/Leadership
11:45 AM – 12:25 PM EST

How to Support Customers Who Never Make it to the Contact Center

Speaker(s) Nate Brown, Co-founder, CX Accelerator

There has been a tremendous shift in our space when it comes to how customers are receiving service. They no longer start with a brand when they need help. They start with an AI-enabled search ecosystem that sits entirely outside the company’s control. This shift is redefining how issues are resolved, how opinions are formed, and how buying decisions take shape. When external channels outperform brand-owned resources, the implications extend far beyond issue resolution. How should a modern service leader respond to this trend? In this session you will learn:

 

Key Takeaways

  • How to assess where your customers are going for answers
  • How to establish credible sources of truth that will earn visibility in the right places and guide customers to success
  • How to activate the larger organization with “community-led” expertise, enabling SME’s to play a significant role in the knowledge management process
Solution Spotlights: #1 & 2
12:25 PM – 12:45 PM EST

Demos: #1, 2, & 3
12:45 PM – 12:55 PM EST

SPONSORED KEYNOTE
12:55 PM– 1:15 PM EST

Breakout Sessions #4: Subject > Leadership
1:15 PM – 1:55 PM EST

Shift Happens: How Flexible Staffing Reduces Burnout and Boosts Coverage

Speaker(s) Jeremy Hyde, Sr. Director, Customer Service, Sun Country Airlines

Volatile demand, seasonal spikes, and unexpected disruptions have made traditional, fixed staffing models increasingly ineffective. Yet many contact centers are still trying to solve today’s challenges with yesterday’s workforce designs.

In this real-world case study, Jeremy Hyde, Sr. Director of Customer Service at Sun Country Airlines, shares how his team built a flexible, on-demand staffing model by blending full-time agents, part-time work-from-home staff, unscheduled part-time roles, and BPO partners to respond to demand in real time.

The session explores practical tactics such as micro-shifts, using text messages to quickly ask available agents to log in when volume unexpectedly surges, and unscheduled agents who can pick up and trade shifts–approaches that improve coverage while also reducing burnout, absenteeism, and attrition. It will also touch on emerging options, including employer-of-record (EOR) and international gig talent, and how these models further expand what’s possible.

Key Takeaway: 
The biggest constraint on modern contact center staffing is no longer technology or location–it’s imagination. Attendees will leave with clear design principles and real examples they can adapt to build workforce models that better match the volatility of their demand.

Breakout Sessions #5: Subject > AI
1:15 PM – 1:55 PM EST

Half Your AI Budget is Going to Tools That Make Your Agents Slower

Speaker(s) Jim Iyoob, President, ETS Labs | Chief Revenue Officer, Manu Dwievedi, AVP of Product Strategy & Innovation & Shawndra Tobias, Chief Data Strategy Officer, Etech Global Services

Contact center leaders spent $2.1B on AI tools last year. A significant portion of that investment is actively degrading productivity because nobody taught them how to evaluate where automation helps versus where it adds friction. This session cuts through vendor promises and consultant frameworks to show you exactly which operational functions benefit from AI, which ones don’t, and how to measure the difference before you sign another contract.

We’ll cover real-time agent assist, conversational analytics, and automated quality monitoring through the lens of actual deployments – what worked, what failed, and the specific patterns that predict each outcome. You’ll leave with a decision framework you can use Monday morning to evaluate your current tools and prioritize your next pilots based on measurable productivity impact, not vendor roadmaps.

Key Takeaways: 
-A decision framework for evaluating AI tool fit across different contact center functions
-Implementation patterns for agent-assist tools that improve productivity without adding cognitive load
-Methods for measuring AI effectiveness against productivity outcomes rather than adoption metrics
-Common deployment failures and how to avoid them
-Change management approaches that build agent trust in AI-assisted workflows

Breakout Sessions #6: Subject > Leadership/Panel
1:15 PM – 1:55 PM EST

Inside 3 Award-Winning Contact Centers: What Actually Moves the Needle

Speaker(s) Erica Marois, Sr. Manager, Content and Community, Informa, Jennifer Walls, VP, Customer & Partner Experience, Pathward Tax, Kara Whalen, Director, Health Resource Center Member Services, U.S. Department of Veteran Affairs, & Isabelle Deslauriers, Manager, Customer Support, StarTech.com

What does it take to build an award-winning contact center? In this panel, 2025 Global Contact Center Award winners will share the secrets to their success. From employee engagement and CX strategies to metrics and more, they’ll break down what worked, what didn’t, and what they would do differently today.

Bonus: Learn how these teams documented their work so you can prepare to build your own winning entry for 2026!

Key Takeaways: 
1. Spot improvement opportunities within their own team by learning how award-winning leaders addressed problems, even with limited time or budget.
2. Apply practical tactics to improve performance, engagement, or CX, without needing large-scale transformation or new technology.
3. Capture and communicate team wins in a clear, simple way, making it easier to gain buy-in, build momentum, and share results with leadership.
4. Prepare a nomination for the 2026 ICMI awards cycle that boosts team morale and earns recognition.”

Solution Spotlights: #3 & 4
1:55 PM – 2:15 PM EST

SPONSORED KEYNOTE
2:15 PM – 2:35 PM EST

Breakout Session #7: Subject > Case Study
2:35 PM – 3:15 PM EST

Transforming Healthcare Contact Center Quality Through AIQA at Vantive

Speaker(s) Jason Mercer-Pottinger, Snr. Director Americas Customer Care, Vantive Healthcare

In healthcare, quality isn’t just a metric — it’s a matter of patient well-being. With a 600-person contact center supporting dialysis patients and clinical partners across the Americas, Vantive recognized that traditional quality programs could no longer keep pace with rising expectations, growing complexity, and the demand for real-time insight. The answer was AIQA, an AI-driven quality assurance program designed to evaluate 100% of interactions, surface coaching opportunities instantly, and elevate both agent performance and patient outcomes.
In this session, Jason Mercer-Pottinger will share how Vantive implemented AIQA across three countries, how the organization shifted from manual scoring to AI-enabled behavioral analytics, and how frontline leaders now coach using real-time insights rather than weeks-old samples. Attendees will learn the operational blueprint, change-management model, governance structure, and quantifiable results — including improved service consistency, reduced variability, and more engaged agents.
This session is designed for leaders who want a practical, proven pathway to modernizing QA without losing the human touch.

Key Takeaways: 
1. How to Design an AI-Driven Quality Framework
From data ingestion to scoring models to governance.
2. How AIQA Improves Coaching & Agent Development
Moving from subjective scoring to objective, behavior-based feedback.
3. How to Implement AIQA in a Regulated Healthcare Setting
Ensuring compliance, safety, and patient-centric experience standards.
4. How to Scale AIQA Across a Multinational Contact Center
Techniques Vantive used to deploy across the U.S., Canada, and Mexico.
5. How to Measure ROI, Accuracy, and Adoption Success
What changed, what improved, and what leaders should watch for.

Breakout Session #8: Subject > Culture/Leadership
2:35 PM – 3:15 PM EST

Culture Is Built in the Gaps

Speaker(s) Sarah Caminiti, Head of Business Transformation, Support Ninja

Contact center culture isn’t built during offsites or engagement initiatives–it’s built in the gaps between policy, workload, tools, and expectations. This session helps leaders understand how everyday operational decisions quietly shape trust, ownership, and psychological safety on their teams. Attendees will learn how to identify the cultural signals they’re unintentionally sending and how to strengthen the foundations that allow teams to perform sustainably under pressure.

Key Takeaways: 

  • Why culture degrades even when leaders have good intentions
  • How inconsistency and “invisible work” erode trust
  • The leadership behaviors that reinforce accountability without fear
  • Practical ways to strengthen culture inside live operations
Breakout Session #9: Subject > AI
2:35 PM – 3:15 PM EST

Preparing the Contact Center for AI Without Leaving People Behind

Speaker(s) Todd Piccuillo, Sr. Director, HDI/ICMI Consulting & Steve Campbell, ICMI Sr. Consultant and Co-founder of Summit Trails, Informa TechTarget

Join Steve Campbell, ICMI Sr. Consultant, and Todd Piccuillo, ICMI Sr. Director, for a discussion on how contact centers can prepare for AI in a practical, human-centered way. We’ll cover how to build an AI roadmap by defining and prioritizing use cases, assessing data readiness evaluating technology options, modeling costs and benefits and establishing clear governance and guardrails.

Key Takeaways: 
Attendees learn how to bring their people along through 1:1s, focus groups and workshops to understand concerns, demystify AI and actively involve staff in shaping how AI is applied. By integrating both perspectives, participants will leave with a clear, actionable approach to AI readiness that strengthens employee experience, improves customer experience and supports a positive, resilient culture.

Preparing the Contact Center for AI Without Leaving People Behind

 

Breakout Session #10: Subject > AI
3:15 PM – 4:00 PM EST

From Vendor Overload to Confident AI Adoption: A Customer-Led Contact Center Case Study

Speaker(s) Sarina Swan, Senior Director, Customer Contact Center, Vitalant & Gina Gibson, CEO, Think Forward

AI vendors are everywhere–filling inboxes, calendars, demos, and LinkedIn messages–while contact center leaders are still expected to run daily operations, support agents, and deliver results. Choosing the right AI solution isn’t just complex; it’s exhausting.

In this customer-led case study, Sarina Swan-Allen, Senior Director of Customer Contact Center at Vitalant, and Gina Gibson, CEO of Think Forward, share how one organization moved from vendor overload to confident AI adoption–without pausing the business. While the case takes place in healthcare, the challenges, approach, and outcomes apply to any contact center navigating AI evaluation and implementation.

Told from the customer’s perspective, the session walks through how Vitalant went from being inundated with AI vendors to using a structured, side-by-side comparison approach that simplified decisions, aligned IT and operations, and clarified real trade-offs. By leveraging external support to manage vendor engagement and evaluation, the internal team was able to stay focused on their core responsibilities while still making informed, strategic choices.

Rather than chasing a “”perfect”” platform, Vitalant identified the right first use case and adopted an iterative, test-and-learn approach that reduced risk and accelerated adoption.

Attendees will leave with practical, immediately applicable guidance to reduce decision fatigue, evaluate AI vendors effectively, and implement AI in a way that works–regardless of industry, size, or maturity level.

Key Takeaways: 

  • Identify the right AI vendor by using structured evaluation criteria and side-by-side comparisons that simplify decision-making and reduce vendor noise
  • Understand the importance of internal alignment across IT, operations, and leadership to minimize friction and accelerate adoption
  • Determine the right first AI use case without “”boiling the ocean”” or over-engineering the solution
  • Apply iterative implementation practices that support faster rollouts, reduce risk, and enable long-term success
Breakout Session #11: Subject > Strategy/Leadership
3:15 PM – 4:00 PM EST

From Cost Center to Value Center: Designing Contact Centers to Deliver Enterprise Value at Scale

Speaker(s) Richa Diwan, Principal Director, Enterprise Transformation & Customer Experience, Strategic Advisors

Contact centers are among the most critical functions in modern organizations. They sit where customers experience the consequences of policies, products, operations, and technology, and they are where failures in the system show up quickly and repeatedly. Despite that, contact centers have historically been treated as cost centers, designed primarily for transaction handling and efficiency. This session makes the case for a different, practical view: contact centers can be value centers when the organization can clearly articulate the value they create and intentionally builds the conditions to deliver that value in a sustainable way. That includes the way the contact center is set up, the technology stack that supports employees and customers in context, the processes that turn interactions into action, how contact center leadership shows up, and how the rest of the organization uses the signals that come from customer interactions. Grounded in a healthcare case study, the session shows what changes when a contact center is designed to do more than handle demand. It demonstrates how the organization can systematically surface enterprise problems customers feel, prevent downstream cost, protect and generate revenue through retention and resolution, reduce risk, and improve experience at scale, while still maintaining efficiency. Attendees will leave with a clear understanding of what has to be true for a contact center to operate as a value center in practice, what specifically enabled that shift in a healthcare environment, and how to apply the same principles in their own organizations.

Key Takeaways: 
1. Why contact centers create the most value when they are designed to resolve problems fully, not just handle interactions quickly, and how this reduces repeat work, downstream cost, and customer frustration at the same time.
2. How using contact center interactions as evidence of what is broken elsewhere in the organization leads to better decisions, including fixes to policies, products, and digital journeys that reduce demand instead of shifting it.
3. What changes when contact center leaders are positioned as enterprise partners rather than operational managers, including earlier visibility into risk, clearer prioritization, and faster resolution of systemic issues.
4. How the right technology and processes enable agents to understand customers in context rather than in fragments, leading to higher-quality resolutions, stronger trust, and better retention without sacrificing efficiency.
5. What actually worked in a large healthcare organization to move from absorbing problems to preventing them, and how those same principles can be applied in other industries without replicating the exact structure.

Breakout Session #12: Subject > Maximizing Operations
3:15 PM – 4:00 PM EST

The 10x10 Rule and a New Lens on Agent Burnout

Speaker(s) Luke Jamieson, CX Evangelist, Operata
  • The true cost of agent burnout and attrition
  • Why traditional performance metrics often tell the wrong story
  • What the 10×10 Rule is–and what it is not
  • Real-world examples of the 10×10 Rule in action across sentiment, network quality, and behaviour metrics
  • How to distinguish burnout signals from perceived “bad behaviour”
  • Shifting from surveillance-driven management to empathy-led intervention

Agent burnout is one of the most expensive and least understood problems in modern contact centres. Despite massive investments in analytics, organisations continue to misinterpret “bad” metrics as bad behaviour missing early warning signs that could prevent attrition, lost productivity, and declining CX.

Drawing on one of the largest contact centre studies conducted in Australia, combined with global academic research and over a trillion operational data points, this session introduces the 10×10 Rule: a powerful lens for identifying small groups of agents experiencing disproportionately high friction long before burnout becomes inevitable.

Rather than focusing on performance policing, this talk reframes how leaders interpret operational, technical, and experience data, revealing how systemic issues, not individual shortcomings, are often the true drivers of poor outcomes. This session debunks some of the industries relied upon models like the vitality model from Jack Welch. Attendees will learn how to spot hidden patterns, act earlier, and intervene with empathy, protecting both agent wellbeing and business performance.

Key Takeaways:

  •  A practical framework to detect burnout risk early using existing data
  • New ways to interpret CX, CCaaS, sentiment, and observability metrics together
  • How small, targeted fixes can prevent large-scale attrition and disengagement
  • A mindset shift: trusting the data as a way of trusting your people
  • Tools to lead with empathy while still driving performance outcomes
ICMI's Contact Center Expo: A Digital Experience
April 8, 2026
11:00am - 4:00pm ET

Speakers

Michele Carlson
Director of Product Marketing, NiCE
Jennifer Wilson
Director of Product Marketing, NiCE
Kara Whalen
Director, Health Resource Center Member Services, U.S. Department of Veteran Affairs
Nate Brown
Sr. Analyst of CX Optimization, Metric Sherpa
Isabelle Deslauriers
Manager, Customer Support, StarTech.com
Jennifer Walls
VP, Customer & Partner Experience, Pathward Tax
Richa Diwan
Principal Director, Enterprise Transformation & Customer Experience, Strategic Advisors
Gina Gibson
CEO, Think Forward
Sarina Swan
Senior Director, Customer Contact Center, Vitalant
Luke Jamieson
CX Evangelist, Operata
Sarah Caminiti
Head of Business Transformation, Support Ninja
Jason Mercer-Pottinger
Snr. Director Americas Customer Care, Vantive Healthcare
Steve Campbell
ICMI Sr. Consultant and Co-founder of Summit Trails, Informa TechTarget
Todd Piccuillo
Sr. Director, HDI/ICMI Consulting, Informa TechTarget
Shawndra Tobias
Chief Data Strategy Officer, Etech Global Services
Manu Dwievedi
AVP of Product Strategy & Innovation ETSLabs, Etech Global Services
Jim Iyoob
President, ETS Labs | Chief Revenue Officer, Etech, Etech Global Services
Jeremy Hyde
Sr. Director, Customer Service, Sun Country Airlines
Erica Marois
Sr. Manager, Content and Community, Informa
Amanda Hughes
Founder and Managing Director, Clearest Blue LLC
Brent Barbara
Managing Director, Clearest Blue LLC
John Goodman
Vice Chairman, Customer Care Measurement & Consulting
Bianca Price
HR Customer Experience Manager, Michigan State University
Terri DeMent
Director of Consumer Services, Nestle Purina PetCare - Bio TBD
Brad Cleveland
ICMI Founding Partner and Former CEO
Sponsors
Diamond
Exhibitor
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