2025 CX Conference

Welcome to The Daniel Group’s Annual Customer Experience Conference 2025, where this year’s theme, “Design and Deliver the Next Level of CX,” invites B2B CX industry leaders and innovators to explore new strategies in customer experience (CX). Our focused agenda will explore practical applications of design thinking, optimize communication strategies, and implement actionable insights that transform customer interactions across various industries within a workshop format.
This conference will feature a series of sessions, including:
- Design Thinking for the Real World: Applying creative problem-solving in everyday CX challenges.
- The Right Communication at the Right Time: Strategies to enhance timing and relevance in customer interactions.
- Implementing Actionable Items: Turning insights into practical actions that drive customer satisfaction.
- Transitioning from Blue Collar to White Collar Language and Culture: Bridging communication gaps to enhance CX engagement across a diverse workforce.
- Taking CX to the Next Level: Elevating the standards and expectations of customer service.
- Next Generation Technology: Leveraging the latest tech to revolutionize customer experiences.
- Using Reports to Motivate the Frontline: Transforming data into motivational tools that empower our frontline workers.At this client conference, you have the option to participate in a CX Leadership Certification, a comprehensive two-day training session, immediately following the two-day conference. This is a great opportunity to deepen your skills and gain certification in CX leadership.
Join us for an insightful journey into the future of customer experience, packed with opportunities to learn from the best, network with peers, and bring back value to your teams and projects. We look forward to welcoming you and setting the stage for a transformative experience at The Daniel Group’s Annual Client Conference 2025.
Reserve your spot today!
- One Conference Attendee: $1,095
- Two Conference Attendees: $1,995
- Three Conference Attendees: $2,995
- One Conference Attendee + CX Leadership Certification: $3,700
CX Leadership Certification – Two-Day Training, March 6 & 7, 2025.
Our CX experts have created a comprehensive two-day leadership training program. This intensive experience features small group work sessions, personalized consultations, and follow-up meetings to enhance and launch effective customer experience initiatives. This certification aims to make your CX program leader and teams more powerful leaders of your CX improvement effort.
Reserve Your Hotel Room
Hyatt House Charleston – Historic District

Guests can reserve rooms by going to Hyatt.com and use the group code G-DANI or can call the reservations line at 800-994-0468 and reference the group code G-DANI. If guests are trying to book outside of the dates that are contracted, it would be best to call the reservation line as the reservationist can reserve one night at the prevailing rate and the other nights at the group rate under one confirmation number. Please note that reservations can not be taken at the property level.
Hotel Booking Information: https://www.hyatt.com/en-US/group-booking/CHSZH/G-DANI Room Block Code: G-DANI Reservation Deadline: January 31, 2025
Keynote Speakers
Dr. Anna Kallschmidt
Dr. Anna Kallschmidt is a trailblazing industrial-organizational psychologist, recognized as the first to publish research on social class background as a socially stigmatized identity in the workplace. Her groundbreaking work identified how social class continues to operate as a cultural identity even after experiencing social class mobility. The American Psychological Association has acknowledged Dr. K as a leader in research on socioeconomic status across all domains of psychology. Dr. K’s has worked with global organizations, including Big 4 Firms and Ivy League Institutions. She fearlessly confronts societal fears and cultural taboos, sharing insightful yet humorous stories of her own cultural snafus. This approach catalyzes courageous conversations that empower her audiences to become agents of cultural change with accountability instead of shame. Her work has resulted in significant improvements for her clients, including a 30% increase in employee retention, improved DEIA climate survey scores, and consistently positive trainee reactions. Learn more about Dr. Kallschmidt
Kerri Podewell
Kerri Podewell Vice President, Central Sales Administration & Published Pricing of International Motors (formerly Navistar), will discuss how International is using technology to improve customer experience. Her presentation will include a Q&A portion as well. Learn more about International Motors
Schedule of Events
Day 1: Client Conference | Tuesday, March 4, 2025
- Welcome & Opening Remarks
- Innovation and Technology (client presentation)
- Customer-Centered Innovation for the Real World
- Right Communication Right Time – 3 parts (presentation, workshop, discussion)
- Managing Change Effectively – (client panel and discussion)
Day 2: Client Conference | Wednesday, March 5, 2025
- Transition from Working Class to Corporate Language – Dr. Anna Kallschmidt
- Frontline Managers (Parts, Rental, Service, Sales) (client presentation and discussion)
- How are you taking it to the next level? (client presentation and discussion)
- Outside the TSP box, what you do and why (client presentation and discussion)
- TDG Update – New Services and Technology
- How are you utilizing data to make improvements (client panel and discussion)
Program Leadership Certification – Add on
Thursday, March 6 & 7, 2025
- Curriculum
- CX Leadership Fundamentals
- Assess your Current CX Program
- Develop a CX Strategy
- Engage the Frontline
- Audit Customer Touchpoints
- Conduct a Training Needs Assessment
- Utilize Tools for CX Success
- Analyze Feedback to Drive Improvements
Get Started Today
Let’s deliver exceptional experiences that drive growth and customer loyalty.