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Speakers Agenda Awards FAQ Register Now Speakers Agenda Awards FAQ Register Now INVOCA VIRTUAL SUMMIT 2022 CONVERSATIONS POWERING HUMAN CONNECTIONS October 3-4 • Online Register Now INVOCA SUMMIT IS BACK FOR 2022! INVOCA SUMMIT IS THE PREMIER CONVERSATION INTELLIGENCE CONFERENCE FOR MARKETING, CONTACT CENTER, AND CX PROFESSIONALS. JOIN HUNDREDS OF YOUR PEERS, INDUSTRY LEADERS, AND INVOCA CUSTOMERS AND PARTNERS TO LEARN HOW YOU CAN USE CONVERSATION INTELLIGENCE TO DELIVER SEAMLESS BUYING EXPERIENCES THAT DRIVE REVENUE GROWTH. INVOCA SUMMIT SPEAKERS CELESTE HEADLEE Celeste Headlee is an internationally recognized journalist and radio host, professional speaker and author of bestselling book We Need To Talk: How To Have Conversations That Matter and Do Nothing: How to Break Away from Overworking, Overdoing, and Underliving. Her latest is Speaking of Race: Why Everyone Needs to Talk About Racism and How to Do It. Her TEDx Talk, 10 Ways to Have a Better Conversation, has been viewed over 34 million times. In her 20-year career in public radio, Celeste has been the Executive Producer of On Second Thought at Georgia Public Broadcasting and anchored programs including Tell Me More, Talk of the Nation, Here and Now, All Things Considered, and Weekend Edition. She also served as co-host of the national morning news show, The Takeaway, from PRI and WNYC, and anchored presidential coverage in 2012 for PBS World Channel. Celeste is a regular guest host on NPR and American Public Media. She is the host of Newsweek’s “Debate” podcast, and hosts a podcast for the National Gallery of Art called “Sound Thoughts on Art.” She is also the host of “Women Amplified,” a podcast from the Conferences for Women, the largest network of women’s conferences in the nation, drawing more than 50,000 people to its annual events. Celeste is also the president and CEO of Headway DEI, a non-profit that works to bring racial justice and equity to journalism and media through targeted training and interventions, and she serves on the board for the National Center of Race Amity. Celeste is the granddaughter of composer William Grant Still, known as the Dean of Black American Composers and she is a trained operatic soprano. She lives in the DC area with rescue dog, Samus. GENEFA MURPHY Genefa Murphy is the Chief Marketing Officer for Five9. With over 15 years of global experience in the field of technology from consulting to product management, strategy, and marketing, she is an accomplished leader and has led worldwide teams in creating and executing compelling and effective go-to-market strategies and campaigns. She is a passionate business executive, with experience across various IT domains. Prior to Five9, Genefa was the SVP and CMO for Micro Focus, a multi-billion dollar enterprise software company. In this role, she led her team through the separation from Hewlett Packard Enterprise, acquisition into Micro Focus and the subsequent transformation of the marketing and enablement teams. She also helped transform the underlying marketing tech stack, helping deliver scale and exceptional ROI for the company, its customers and partners. Genefa previously, held various global roles across products, marketing, enablement and communications at HPE and HP. She is also an active supporter of Diversity, Equity and Inclusion and helped launch Micro Focus’s Corporate Social Responsibility Program, INSPIRE. As executive sponsor she spearheaded the INSPIRE20 podcast series to help create awareness of DE&I initiatives within global enterprises. Genefa holds a BSc in Business IT and a PhD, which focused on the intersection of technology and sociology in determining technology adoption in the enterprise. Genefa has been recognized as a global CMO of the year and CRN Woman of the Channel for her contributions to the partner and channel eco-system. PAUL CHAVEZ Paul Chavez is Head of Analytics and Insights at Google Canada, with a focus on the finance and travel verticals. In this role, he leads a team of analytical and insights practitioners who are responsible for proving and maximizing the impact of Google advertising solutions on clients’ business objectives. His team has deep expertise in first-party data activation, better marketing measurement, and consumer and industry insights. In nearly 10 years at Google, he has held both sales and analytical roles across the finance, travel, telecom and retail verticals. Before Google, Paul held a number of positions at RBC Capital Markets in the equity research, mergers & acquisitions and investment banking divisions. Paul holds a Bachelor’s Degree in Chemical Engineering and an MBA from the University of Toronto. CARRIE LIKEN Carrie Liken is the Head of Industry for Healthcare at Yext, where she is the GM of the business and leads Product, Strategy and go-to-market for the vertical. For almost 20 years, she has built an expertise in healthcare and technology and most recently joined Yext from Google, having founded their healthcare team to help organizations better understand the patient journey, digital’s impact on patient acquisition, and how to drive increased revenue and sales through digital channels. She has regularly been quoted in media, including Forbes and Business Insider, and regularly speaks across the country on topics related to healthcare and technology. JAY CALAVAS Jay Calavas heads up Vertical Products at Tealium and is responsible for designing and delivering vertical specific solutions across key industries. Over the last 11 years Jay has held a number of roles across product and sales at Tealium. He helped create the Customer Data Platform space and continues to innovate within the MarTech industry. AMBER WELCH Amber Welch oversees digital marketing and platforms for Ochsner Health including our external andinternal web presence, paid advertising strategy, social media program, online reputation management and marketing analytics. Whether working with her team to optimize the consumer experience on the Ochsner.org website or fostering patient engagement and loyalty through high value content, Amber’s goal is to drive conversions and empower the online health seeker to manage their care. With over a decade of experience in digital marketing and content, Amber thrives on using data, behavioral trends and technology to find new ways to convert consumers in an ever-changing online landscape. Amber joined Ochsner in 2011 and has been managing Ochsner’s digital content program and web presence since 2013. She received her Master of Science in Journalism from Columbia University and a Bachelor of Arts degree in both English and Spanish from the University of California at Santa Barbara. CHRISTEN CASTELLANO Christen is the Vice President of the Customer Experience Channels at Banner Health. The Customer Experience Channels team is focused on creating customer connections at scale. To create scale, Christen has leadership responsibility for launching and managing several critical digital capabilities: including, online scheduling; email & text messaging; and telephony with customer relationship management (CRM) capabilities and workforce management technologies to move towards an integrated experience for customers and patients, and sustained growth for clinical teams. Under her leadership, her 900-member team is responsible for nearly 100 million inbound and outbound customer contacts annually in the messaging, phone, and digital, self-serve channels. KEVIN KING Kevin King is the Director of Digital at Christian Brothers Automotive, a leading automotive repair franchise. He brings over a decade of digital marketing and advertising experience to his role at Christian Brothers, where he is responsible for driving customer acquisition and revenue growth for over 250 franchise locations. BEN HADLEY Benjamin Hadley is the founder of Auto Genius, a community of high-growth dealership marketing professionals that finds gaps and develops new technology to solve problems. Their latest project Koons.com is the fastest website in automotive and the only known website to pass Google's core web vitals. He has been in automotive for over a decade and has helped thousands of dealerships maximize their sales efforts by optimizing the collaboration of their marketing channels with their in-store sales process. He is a master at connecting dots others miss. ANNA JEFFERIS-LEWIS Anna Jefferis-Lewis is the President & COO of Intelsio Inc. JEFF DICHTER Jeff brings more than 6 years of digital marketing experience and currently leads the growth marketing team at Byte, a DTC clear invisible braces company. Jeff has now led marketing teams at two billion dollar brands (TrueCar and Byte). Prior to marketing, Jeff was an investment banker for a Financial Technology firm in New York. NOAH BROOKS Noah is the manager of analytics and strategy at University Hospitals, one of the nation’s leading health care systems with over 200 locations and 30,000 employees. With over a decade of experience in several industries, he is tasked with using technology to reduce friction in the patient journey, measuring the impact of marketing efforts and delivering actionable insights. MARK LOOVIS Mark leads marketing technology strategy and operations oversight. Mark’s responsibilities include developing DIRECTV’s future technology stack, managing the AdTech infrastructure, implementing audience capabilities in media and ecommerce, and connecting online and offline touchpoints. Mark currently lives in Dallas, Texas with his wife, Stephanie, and daughter, Madison. In his spare time, he enjoys cheering on FC Dallas, struggles with his love/hate relation with Texas Tech fandom, tirelessly works to make his yard as green as it can be, and dreams of one day being on Survivor. MARK ROBLEZ Mark has an extensive background in both sales and customer service Call Centers. He was in charge of all sales activities for a $400 million industrial distribution company, a leading national distributor of safety supplies, the largest U.S. manufacturer of golf cart parts and accessories, as well as a company that provided sales leads and software for the construction industry. All of these companies drove the majority of their sales through Call Centers. Mark is currently in charge of a sales Call Center for Moneysolver, a national financial services company based in Jacksonville, Florida that was recognized as one of the “Best Places to Work in Jacksonville, FL” for in 2021. TIM MOGLER Tim Mogler possesses over 20 years of experience in Marketing & CX in both the Insurance and Financial services industries. As a Senior Account Manager for Mutual of Omaha, Tim is known for increasing customer loyalty and driving buyer-centric marketing campaigns in the Senior Health Insurance products category. JEN LOVETTE Passionate about the customer experience and earning customer loyalty, Jennifer has 20 years of experience developing and scaling global customer success organizations for major enterprise software and marketing services players. Lovette was most recently Senior Vice President of Customer Success and Chief of Staff at Imperva where she scaled the global customer success strategy, leading a team responsible for 5,500 customers and $275M in support revenue. She was instrumental in embedding customer focus across the organization while operationalizing repeatable, measurable growth motions across diverse business and product lines. NATHAN ZIV Nathan has over 15 years of experience as a product growth leader, driving enterprise product development for marketing and advertising technology software companies. Prior to joining Invoca, Nathan was Director of Product Management at Adconion Direct, acquired by Amobee / Singapore Telecom in 2014. As an original member of the product team, Nathan helped Adconion Direct grow into a top-10 global advertising network serving Fortune 500 companies in 20+ countries. Nathan earned his BA from Boston College. SANDY PELL Sandy Pell is the Senior Director of Corporate Marketing at Invoca, where she brings more than 15 years of experience working in high-growth-turned-enterprise SaaS and corporate communications. Before joining Invoca, Sandy was the head of corporate communications at Vidyard, where she propelled the startup's growth into a globally-recognized provider of video hosting, management, and creation tools. Sandy also led public relations and corporate communications at Hootsuite during its transformation from a 30-person garage startup into a global enterprise leader with more than 1,000 employees. In 2019, the International Association of Business Communicators (IABC) Waterloo selected Sandy as the Communicator of the Year for her work within the public relations industry. In 2015, the C100 selected Sandy as one of Canada's Top 20 TechWomen. Sandy was also recognized as one of Canada's 'Top 30 Under 30 in PR'. In her spare time, Sandy paints large-scale commercial murals with her husband. ZACH HENDRIX Texan native, California transplant. 20+ year auto experience with a background and passion for automotive marketing, technology and the people who support it. Focused on bridging the gaps between the Tier 1-3 customer experience via conversation intelligence for marketing, digital retailing, sales enablement and better consumer experiences. IAN DAILEY Ian brings more than 15 years of SaaS and marketing service experience to his role leading the product and customer marketing functions at Invoca. Prior to joining Invoca, Ian held various marketing and partnership roles at ad tech pioneer Rocket Fuel (now Zeta Global). Ian holds an MBA from the University of Michigan. GREGG JOHNSON Gregg is a seasoned digital marketing and SaaS leader, with over 15 years of extensive experience bringing products to market in emerging categories, leading large teams, and working with the world’s best enterprise brands. Most recently, Gregg led Salesforce Marketing Cloud’s social marketing product line, where he integrated $1 billion of M&A investments into the Salesforce product portfolio. Prior to that he drove product strategy and development for Salesforce Chatter, helping define the nascent category of enterprise social networking and rolling out one of Salesforce's most successful products. Earlier in his career, Gregg was a consultant at Boston Consulting Group and worked in sales, marketing and product roles at several startups. He graduated from Stanford University and holds a Master’s degree from Johns Hopkins School of Advanced International Studies and an MBA from the Wharton School of Business. GRANT BURCHFIELD Grant Burchfield is the AVP of Partnerships & Alliances at Invoca. With over 15 years of experience in international expansion strategies, he is considered a subject matter expert on leveraging partnerships to help organizations achieve their growth objectives, both domestically and abroad. Grant holds a J.D. in International Contractual Law and M.B.A. in International Finance from Saint Louis University. STACEY WATKINS Stacey is a Senior Product Marketing Manager at Invoca. One of her favorite parts of her job is talking to other marketers about the power — and revenue potential — of call tracking and conversational analytics and how it can affect a business’s bottom line. She is based in Santa Barbara, Ca and prior to her position at Invoca, Stacey held product marketing and content roles at LogMeIn, Citrix and Commission Junction. BLAIR SYMES Blair Symes is the Senior Director of Product Marketing at Invoca. With over 20 years experience in marketing and a decade in conversation intelligence, Blair is considered a leading expert on driving call conversions from search and digital marketing. He is the author of hundreds of ebooks and articles on marketing optimization and a frequent presenter on webinars and at events hosted by Digital Marketing Depot, SMX, AdWeek, MarketingProfs, and more. ALYSSA CROLEY Alyssa Croley is the Director of Account Management at Invoca where she leads expansion initiatives and drives strategic growth within the Financial Services client base. Alyssa is passionate about utilizing the intersection of technology to help organizations achieve their growth objectives and create process efficiencies throughout sales and marketing. With nearly 10 years of experience and a background in marketing and psychology, she is naturally curious and driven to understand customer needs and create strategic solutions to solve them. BILL HYATT Bill Hyatt, Invoca’s Sr. Director of Sales Engineering, is an industry expert who is passionate about all things conversation intelligence, call tracking and real-time integrations. With over two decades of experience leveraging business insights to help customers drive positive business impact, Bill (AKA “The Professor”) is Invoca’s go-yo source for demonstrating the power of Invoca’s conversation intelligence platform. JEN BASSIK Jennifer Bassik is the Senior Director of Growth Marketing at Invoca, where she leads new go-to-market opportunities with key verticals and strategic partnerships. Jen has held previous marketing roles in adtech, agencies, brands, and digital media. She is naturally curious about the intersection of technology, innovation, and storytelling. Outside of work, Jen is equally passionate about food, cooking, and community engagement. Jen is an active member of the female executive organization, Chief, and currently serves as president of the Associate Board of Gilda's Club Chicago. She and her husband are both Iowa Hawkeyes and live in Chicago with their two daughters. HALEY CREED Haley is a vibrant Customer Success Manager with a decade of experience as an educator. At her heart, Haley is a story teller and utilizes her film degree from Chapman University to convey content in creative and unconventional ways. She strives to build strong connections and find out-of-the-box solutions both in the SAAS space and life. KYLE PAKLAIAN Kyle Paklaian is a Sr. Solutions Engineer focused on taking a results-first approach to helping people apply technology to achieve their business goals. He is a translator between business value and technical requirements. With experience in solutions architecture, implementation, and support Kyle has deep familiarity with what drives success throughout all stages within the customer lifecycle. Kyle holds a BSBA in Information Technology & Marketing from Marquette University and is certified in Full-Stack Web Development from Northwestern University. WHY ATTEND TOP FIVE REASONS TO ATTEND Previous 2: Learn from the experts See how Invoca customers and partners are creating amazing experiences and growing customer lifetime value with conversation intelligence. 3: Stay ahead of the curve Hear from Invoca leadership and be the first to learn about our latest conversation intelligence innovations and see what’s in the pipeline. 4: Maximize your time Fast-paced sessions and virtual format won’t disrupt your schedule. 5: Gain industry recognition You can win an Invoca Summit Award and walk the virtual stage at our award ceremony. 1: Hear from industry thought leaders Get inspired by thought-provoking speakers and discussions. 2: Learn from the experts See how Invoca customers and partners are creating amazing experiences and growing customer lifetime value with conversation intelligence. 3: Stay ahead of the curve Hear from Invoca leadership and be the first to learn about our latest conversation intelligence innovations and see what’s in the pipeline. 4: Maximize your time Fast-paced sessions and virtual format won’t disrupt your schedule. 5: Gain industry recognition You can win an Invoca Summit Award and walk the virtual stage at our award ceremony. 1: Hear from industry thought leaders Get inspired by thought-provoking speakers and discussions. 2: Learn from the experts See how Invoca customers and partners are creating amazing experiences and growing customer lifetime value with conversation intelligence. 3: Stay ahead of the curve Hear from Invoca leadership and be the first to learn about our latest conversation intelligence innovations and see what’s in the pipeline. 4: Maximize your time Fast-paced sessions and virtual format won’t disrupt your schedule. 5: Gain industry recognition You can win an Invoca Summit Award and walk the virtual stage at our award ceremony. Next REGISTER TODAY! INVOCA VIRTUAL SUMMIT • OCTOBER 3-4, 2022 LET’S KEEP THE CONVERSATIONS GOING! * * * * * #InvocaSummit Invoca is the cloud leader in AI-powered conversation intelligence for revenue teams that enables marketing, sales, customer experience, and eCommerce teams to understand and immediately act on the information consumers share via conversations. Through deep integrations with leading technology platforms, revenue teams can turn conversation data into automated action to enhance every digital touchpoint and human interaction, leading to better experiences, more conversions, and higher revenue. Invoca is trusted by top brands like Dish Network, Mayo Clinic, Mutual of Omaha, and 1-800-GOT-JUNK?. Invoca has raised $184M from leading venture capitalists including Upfront Ventures, Accel, Silver Lake Waterman, H.I.G. 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