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2026 Annual Conference: Customer Service

The Customer Service Track at the UWEBC Annual Conference highlights how leading organizations are transforming the customer experience through innovation, technology, and people-centered strategies.

Sessions in this track explore how companies are improving service delivery, leveraging data and digital tools, and empowering teams to create meaningful customer interactions. From evolving customer expectations to the role of AI and automation, speakers share practical insights and real-world examples that help organizations strengthen relationships and deliver lasting value.

Track Speakers


Justin RobbinsFinding RHYTHM: Turning Purpose into Everyday Practice

Justin Robbins, Metric Sherpa

Your mission statement may be clear. Your values may be displayed everywhere. But if those ideas don’t show up in meetings, decisions, recognition, and day-to-day priorities, employees notice.

In this session, Justin Robbins, author of More Than a Motto, will help you close the gap between what your organization says it stands for and what employees actually experience. That disconnect has a cost: people become cynical about culture initiatives, disengage from their work, and struggle to deliver the kind of experience customers remember.

Drawing on research and real-world examples across industries, Justin will show you how everyday leadership habits either reinforce, or undermine, your culture, and how finding a repeatable RHYTHM can make purpose visible when work gets busy.

You’ll leave with practical ways to make purpose actionable and keep work from working against your team. No matter where you lead, you’ll be equipped to build greater ownership, meaning, and stronger employee and customer experiences.

Key Takeaways:

  • Diagnose where your stated values break down in the day-to-day employee experience.
  • Identify the leadership behaviors and workplace patterns that build trust, commitment, and accountability.
  • Design team RHYTHMS that bring purpose into conversations, decisions, and recognition.
  • Replace one-time culture initiatives with practical habits that employees can experience consistently.
  • Connect a stronger employee experience to more meaningful customer interactions.


Patrice JamesCleaning the Organizational Junk Drawer

Patrice James, Director of Customer Experience Operations, SunStrong Management

Every organization accumulates clutter over time. Processes are added but rarely retired. Responsibilities shift without clear ownership. Valuable institutional knowledge becomes buried beneath years of workarounds, exceptions, and “the way we’ve always done it.” Like an overfilled junk drawer, organizations often struggle to distinguish what still creates value from what simply takes up space.
In this thought-provoking session, Patrice James introduces a practical framework for helping organizations uncover the hidden complexity that develops as they grow and evolve. By examining how organizational tenure, accumulated knowledge, unclear ownership, and legacy practices influence the way work gets done, attendees will learn how to simplify operations while preserving the expertise that makes their organizations successful.

Rather than treating every process as permanent, Patrice will demonstrate how leaders can identify outdated practices, clarify accountability, and reconnect teams around shared goals and intentional ways of working. The result is an organization that is easier to navigate, more adaptable to change, and better equipped to capture, share, and build upon its collective knowledge.
Whether you’re leading a long-established organization or a rapidly growing team, you’ll leave with practical tools for reducing organizational clutter, strengthening operational clarity, and creating a foundation that supports better decisions, continuous improvement, and future innovation.

Key Takeaways:

  • Identify the hidden organizational clutter created by legacy processes, unclear ownership, and institutional habits.
  • Learn a practical framework for evaluating what should be preserved, improved, simplified, or retired.
  • Strengthen accountability by clarifying ownership and aligning work around shared outcomes.
  • Preserve valuable institutional knowledge while eliminating unnecessary complexity.
  • Build a more adaptable organization that is better prepared for continuous improvement, organizational change, and future technologies.


Bill PriceHumanX: Why Better AI Starts with Better Experiences

Bill Price, Author and Founder/CEO, Intendra AI

Artificial intelligence is reshaping customer experience at an unprecedented pace, but many organizations risk applying AI to experiences that were never designed to succeed. Rather than improving outcomes, they simply accelerate customer frustration.
Drawing on insights from his latest book, HUMANX, and his work helping organizations implement AI to improve customer and business outcomes, Bill Price challenges conventional thinking about the role of AI in customer experience. Instead of viewing AI as a replacement for people, he demonstrates how leading organizations are using it to uncover friction, diagnose root causes, strengthen relationships, and create new opportunities for growth.
Through real-world examples, Bill will explore why a significant share of customer demand stems from broken processes rather than work that should be optimized with AI, and how organizations can use AI to identify and resolve those issues before they scale them. He will also examine how AI can augment employee decision-making, uncover actionable insights from customer data in days instead of weeks, and create capacity for more meaningful human interactions.
Attendees will leave with a practical framework for applying AI in ways that improve customer outcomes, empower employees, and build experiences that are both more effective and more human.

Key Takeaways:

  • Learn how AI can identify and eliminate the root causes of customer friction before those issues are amplified.
  • Distinguish where AI delivers the greatest value and where human expertise remains essential.
  • Explore practical ways AI can augment employee decision-making and uncover insights that drive growth.
  • Apply Human²X principles to create experiences that strengthen relationships while delivering measurable business impact.
  • Build an AI strategy that enhances, not replaces, the human side of customer experience.


Blake MorganSession information coming soon!

Blake Morgan, 3X Author, Host of The Modern Customer Podcast

What does it take to build an organization that truly puts customers at the center? Customer experience futurist Blake Morgan will bring her forward-looking perspective on customer-focused leadership, changing expectations, and the future of CX to the UWEBC Annual Conference. Stay tuned for more details about her session.

Steering Committee

Rebecca Gray Sen

Rebecca Gray Sen

Position title: Sr Manager, Consumer Care
Pacific Cycle

Charles Staeven

Charles Staeven

Position title: Sr. Director, Personal Lines - Customer Service and Operations
Sentry Insurance

Mike Vanvlaenderen

Mike Vanvlaenderen

Position title: Head of Network Development and Customer Experience
CNH Industrial

Video Highlights from 2025

Practice Director

Matthew Cone

Position title: Customer Experience & Marketing Practice Director

Email: matthew.cone@uwebc.wisc.edu

Matthew Cone leads the UWEBC’s Customer Experience & Marketing focus area. Matthew has spent his 25+ career working with teams to deliver amazing customer experiences with a focus on collaboration and the strength of diversity. Matthew leverages his experience with Apple, Barnes & Noble, and Target supporting teams in B2B and B2C sales, technical services, training, coaching, and development, all necessary competencies that resonate with many of our member companies in the current CX landscape. Matthew has deep ties within the broader Customer Experience community as a channel leader with CX Accelerator and a board member of the Experience Management Global Collaborative, which he leverages to pull ideas and thought leaders into the UWEBC community. Matthew graduated with a BS in Management from Cardinal Stritch University, and a Master of Science in Customer Experience Management from Michigan State University.

Hear insights from Matthew in his newsletter “UWEBC Customer Service”, focusing on reflections on topics that are important to our UWEBC customer care community.

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