Agenda

8am 9am 10am 11am 12pm 1pm 2pm 3pm 4pm 5pm 6pm 7pm
Day111/6
  • Registration Opens
  • Customer Training
  • Opening Keynotes
  • Opening Reception
Day211/7
  • Breakfast
  • Keynotes
  • Lunch
  • Breakout Sessions
  • Awards
  • Lounge Happy Hour
Day311/8
  • Breakfast
  • Keynotes
  • Lunch
  • Breakout Sessions
  • Summit Bash
Day411/9
  • Tuesday, Nov. 6 2018
  • 12 pm
    Registration opens
  • 1 - 3 pm
    Customer training
  • 4 pm
    Opening Keynotes
  • 5 - 7 pm
    Opening Reception
  • Wednesday, Nov. 7 2018
  • 8 am
    Breakfast
  • 9 am
    Keynotes
  • 12 pm
    Lunch
  • 1 - 4 pm
    Breakout Sessions
  • 4 - 5 pm
    Call Intelligence Awards
  • 5 - 7 pm
    Happy Hour
  • Thursday, Nov. 8 2018
  • 8 am
    Breakfast
  • 9 am
    Keynotes & Expert Panel
  • 12 pm
    Lunch
  • 1 - 5 pm
    Breakout Sessions
  • 6 - 10 pm
    Official Summit Bash
  • Friday, Nov. 9 2018
  • 8 am
    Breakfast
  • 8:30 am - 12 pm
    Santa Barbara Recreational Activities

Breakout Sessions

Content and timing subject to change

Wednesday, Nov 7 - Accelerate Track
1:15pm - 2:00pm
From Rollout to ROI: Getting immediate impact with Invoca
Invoca customers start seeing results faster than you might think. In this session, customers share success stories and lessons learned from implementing new initiatives with Invoca.
Speakers:
Molly Lewis, Manager, Onboarding, Invoca
Sam Schwendiman, Marketing Operations Manager, CHG Healthcare
2:20pm - 2:45pm
Lightning talk: Amplifying Invoca to enhance your marketing efforts and campaign ROI
Join this session to learn how you can use Invoca to unlock additional insights about your customers, accurately attribute calls, and inform ROI of your marketing campaigns.
Speakers:
Kyle McMahon, Vice President, Lunar
Jon Robinson, President, Lunar
3:00pm - 3:45pm
Truth, Lies & Pay Per Call: Securing the path to growing your brand
Are you a brand hesitant to try performance marketing? Are you a performance marketer looking to help brands achieve their ROI goals? Then this is the session for you! Hear the industry's most trusted veterans break down performance marketing stigmas, talk about innovative performance channels, and share success stories.
Speakers:
Chaly Barkarr, Customer Success Manager, Invoca
Gregory Gilpin, VP, CallEngine
Joy Miskovich-Dudas, Founder/CEO, OfferWeb
Anthony Paluzzi, CEO, Palo Media
Jennine Rexon, President, Rex Direct
Cathy Sharp, Head of Media, Media x Science/CEO, CTA Media
Thursday, Nov 8 - Accelerate Track
1:15pm - 2:00pm
The battle to hang up on call fraud
Call fraud is an ever-changing, but increasingly persistent problem facing marketers today. Join Invoca call fraud experts to learn how fraud can cost you money, what tools you have to address it, and how Invoca and the FBI have teamed up to face this challenge together.
Speakers:
James Brown, Senior Manager, Infrastructure and Security, Invoca
Nash Cooper, Senior Product Manager, Invoca
Alyssa Rendon, Technical Success Representative, Invoca
Featured Guest: FBI Special Agent, Cyber Division
2:20pm - 2:45pm
Lightning talk: Drive authentic engagements using behavior analytics
Markets are evolving and the modern consumer is continuously re-evaluating purchase decisions. Learn how Frontier uses Invoca to decipher complex consumer data to authentically engage with customers and deliver impressive results for the company.
Speakers:
Bryan Flores, Assistant VP, Media & Analytics, Frontier
3:15pm - 4:00pm
Peak performance: How brands utilize affiliate marketing
Affiliate marketing programs can be an effective source of leads for enterprise brands. However, many organizations struggle with how to implement and manage performance strategies, missing out on potential revenue in order to avoid risk. Session attendees will see case studies of performance marketing that drives high-quality, high-converting leads to your business.
Speakers:
Zac Bitsoi, Affiliate Program Manager, Vivint
Tim Mogler, Program Manager/Database Marketing, Mutual of Omaha
Taylor Warmerdam, Customer Success Manager, Invoca
4:15pm - 4:40pm
Lightning talk: Lessons from data scientists - AI and machine learning at Invoca
Get a behind-the-scenes look at AI from a real-life rocket scientist and data scientist. In this session, Invoca's AI experts will provide an overview of AI & machine learning, discuss Invoca's approach to making AI usable and valuable for marketers, and give a sneak peek into the new technologies in our R&D roadmap for AI that will revolutionize how you think about call data.
Speakers:
Victor Borda, Director, Data Science, Invoca
Mike McCourt, Data Scientist, Invoca
Wednesday, Nov 7 - Understand Track
1:15pm - 2:00pm
Pushing the AI envelope to understand complex call outcomes
In this session, you'll hear how Starkey is using Signal AI to understand complex conversation outcomes to reduce acquisition costs, save time, and optimize media spend.
Speakers:
Colleen Farrell, Manager, Retail Marketing, Starkey
Sean Storlie, Sr. Director, Product Management, Invoca
2:20pm - 2:45pm
Lightning talk: Leverage the power of SMS to get more inbound calls by improving your outbound efforts
Customers want to connect with your brand on their terms. In this session, you'll learn how to pair conversational texting with inbound to create better customer experiences and drive more conversions.
Speakers:
AC Evans, CEO, Drips
3:00pm - 3:45pm
How Dispatch Health increased conversion rates by 50% using call analytics
Dispatch Health went from call channel guesswork to making data-driven decisions to increase marketing ROI across every channel. Hear how they were able to achieve a 100% increase in call volume, 50% decrease in CPC, and 50% increase in conversion rates within 90 days by using valuable call analytics to improve every step of the customer journey.
Speakers:
Spencer Kline, VP of Growth, Dispatch Health
Andrea Pearson, CMO, Dispatch Health
Thursday, Nov 8 - Understand Track
1:15pm - 2:00pm
Unexpected lessons from AI
Join Invoca customers who intended to use Signal AI in order to solve one problem, but instead found surprising results that changed the way they run their businesses.
Speakers:
Noah Brooks, Senior Digital Strategist, University Hospitals
Roshni Parikh, Enterprise Customer Success Manager, Invoca
2:20pm - 2:45pm
Lightning talk: Fireside chat with Invoca CTO, Colin Kelley
In celebration of Invoca's 10 year anniversary, join Colin Kelley, co-founder and CTO, for an intimate discussion on technology, telecom, and establishing a basement pub.
Speakers:
Dave Coburn, SVP, Finance and Operations, Invoca
Colin Kelley, CTO, Invoca
3:15pm - 4:00pm
Simplified call management for intelligent routing at scale
For marketers who drive calls to many destinations — like franchisees, local agents, dealers, or local stores — traditional call tracking is a manual and time-consuming process. Learn how Invoca's new solution eliminates the tradeoff between high-quality call analytics and your time investment, while ensuring calls are seamlessly connected to the right place.
Speakers:
Garvan Kuskey, Software Engineer, Invoca
Clay Turk, Senior Product Manager, Invoca
4:15pm - 4:40pm
Lightning talk: Increasing revenue with real-time routing
The introduction of real-time routing capabilities is opening the door for marketers to optimize phone calls like never before. Learn how leveraging data in real-time can allow you to make the most of every phone call and never waste another lead.
Speakers:
Jake Sheppard, Director of Creative & Development, LeadSquad
Todd Stearn, CEO, Aragon
Wednesday, Nov 7 - Connect Track
1:15pm - 2:00pm
Optimizing spend with Google Marketing Cloud
Hear how Invoca customers are leveraging Invoca call data in Google products to see the complete customer journey and identify where and where not to focus their marketing efforts and ultimately dollars.
Speakers:
Erin Heffernan, Director, Digital Marketing, WPS, North America, Brady Corporation
Regan Sweeney, Director, Global Marketing Analytics, Robert Half
2:20pm - 2:45pm
Lightning talk: Data management in a GDPR world
With GDPR in full effect, marketers face strict financial and legal consequences for misuses of personal data belonging to EU data subjects. Join Invoca's corporate counsel to learn how to navigate today's strict data governance requirements.
Speakers:
Aaron Barrett, Corporate Counsel, Invoca
3:00pm - 3:45pm
Closed loop attribution: Why you need it. How to get it
Closing the loop helps marketers understand what is working and what isn’t - then take actions accordingly. When done automatically and at scale, it can be used as a competitive advantage that helps business grow by leveraging technology. Attend this session to learn how to achieve closed loop attribution for your business!
Speakers:
Angelique Davis, Enterprise Customer Success Manager, Invoca
Liora Simozar, Sr. Product Manager, Clutter
Thursday, Nov 8 - Connect Track
1:15pm - 2:00pm
Unifying data to understand the customer journey
As marketers come to depend on increasingly complex data sets, a new framework is needed to understand your buyer's journey. Come to this session to learn how to unify your data and optimize your customer's path to purchase.
Speakers:
Bill Denninger, Director of Business Operations, Weitz and Luxenberg
Jon Robinson, President, Lunar
Yehia Said, Project Manager/Business Analyst, Weitz & Luxenberg
2:20pm - 2:45pm
Lighting Talk: Deliver business insights through integrations
Guided by Invoca's integration experts, participants will leave this session armed with a greater understanding of data delivery methods, including webhooks and APIs, and how to inject call data into all aspects of your marketing stack.
Speakers:
James Resetco, Director, Deployment and Technical Services, Invoca
3:15pm - 4:00pm
Personalizing the customer experience with Adobe & Invoca
The web of online and offline touchpoints continues to expand. In this session, you'll get an in-depth lesson on how to connect your call data with digital data, and hear about the revenue results your peers have seen. These lessons will help you turn insights into relevant messages that increase conversions for your business.
Speakers:
Alex Black, Marketing Tools & Technology Specialist, Dish
Shannon Hamilton, Product Manager, Adobe Target
4:15pm - 4:40pm
Lightning talk: Get hip with SIP
Learn about one of Invoca's most powerful behind-the-scenes features. Our SIP integration saves your business money and makes it easy to share Invoca data with your contact center software. Double win! We'll go way beyond the technical details, so you can understand what it is, why it's valuable to your business and to you as a marketer, and next steps to get it going.
Speakers:
Jim Kraeutler, Vice President of ISV ad Technology Alliances, Genesys
Lauren Harris, Director, Product Management, Invoca

Experience Santa Barbara

Your complimentary pass to Invoca Summit includes the chance to experience the best local activities that Santa Barbara has to offer! Choose from a fun range of optional Friday activities including: a walking food & wine tasting tour, kayaking or paddle boarding along our beautiful coastline, or hitting the links with breathtaking views of the Santa Ynez mountains. Space is limited for these activities so register early to guarantee your spot!

Kayaking/Paddle Boarding

Kayaking/Paddle Boarding

Take a guided tour of the Santa Barbara coastline with your choice of stand-up paddle board or single and double kayak.
Glen Annie Golf Club

Golfing

Glen Annie Golf Club is a championship golf course situated in the rolling foothills of scenic Santa Barbara. This challenging layout is enhanced by breathtaking panoramic mountain views.
Food and Wine Tour

Food and Wine Tour

Taste award-winning wines and the finest foods that Santa Barbara has to offer. On this walking tour we'll combine a fun mix of food, wine, Santa Barbara history, and architecture.

Thank you to our amazing sponsors:

For sponsorship inquiries please contact agrona@invoca.com.

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Privacy Policy

REGISTRATION TERMS & CONDITIONS
Welcome to Invoca Summit 2018. We’re so glad you’ll be joining us. For complete details on our registration, attendance, and speaker policies, please read through the terms below.

CANCELLATION
You will receive a full refund if you cancel before October 6, 2018. So, there’s that. From October 6, 2018 until October 20, 2018, you can cancel your registration for a 50% refund of the registration fee you paid. On or after October 21, 2018, you cannot cancel your registration and we will not provide a refund of the registration fee you paid (regardless of whether or not you attend Invoca Summit 2018). Please remember that canceling your registration does not automatically cancel your hotel and travel arrangements. You are responsible for canceling your own hotel and travel reservations. And don't worry: when we say 'registration' above, we mean both your Invoca Summit 2018 pass and/or your registration for any optional training sessions.

TRANSFER
If you can’t attend, but know someone who really wants to be there, you can transfer your ticket to them for free. Hotel rooms do not automatically transfer with registration so be sure to update that as well.

TICKET RATES
Once you complete purchase of your ticket, the rate is considered final and won’t be adjusted later.

AGE LIMITATION
Attendees must be 18 years of age to attend Invoca Summit 2018 and all related events. Requests for any exception to this term must be made in writing to Event Management at summit@invoca.com.

PHOTOGRAPHY, AUDIO, AND VIDEO RECORDING
Invoca Summit is held in a public space, so we don’t prohibit participants, sponsors, news organizations and other companies from photographing or video or audiotaping some event activities. We reserve the right to use images taken at the event with your photograph and/or likeness. By attending Invoca Summit 2018, you consent to having your image, voice, likeness and/or presentation recorded. We can use these recordings how we choose to, without giving you notice or any compensation (e.g., in our press releases, marketing materials or other publications). These recordings might include content or material that is protected by copyrights, trademarks, or other rights which we own or license. So, other than for your personal use, you are not allowed to copy, reproduce, publish, or distribute the recordings without our written permission.

ADMITTANCE AND SOLICITING
We want everyone to enjoy Invoca Summit 2018 unencumbered by jerky or offensive behavior. We reserve the right to refuse admittance to or expel from the event anyone that we determine is behaving in a manner that could be disruptive to the event or to any other attendee. “Suitcasing” or “outboarding” is strictly prohibited at Invoca Summit 2018. We reserve the right to escort any individual from Invoca Summit 2018 if they are reported to be soliciting. The views or opinions expressed by any event attendee, speaker or sponsor are not necessarily our views or opinions. All event attendees, speakers and sponsors are responsible for their own content (including presentations, marketing collateral, advertising and online Web content).

PRIVACY STATEMENT
Your privacy is important to us. We might share your registration data with other parties to help improve your experience at Invoca Summit 2018. We might also share your registration data with providers related to the event, like hotels, registration service providers and housing vendors, and by providing your registration data to us, you grant us permission to do so. Please be aware that we may update and change any part or all of these Registration Terms and Conditions at any time without notifying you first. The updated Registration Terms and Conditions will become effective and binding on the next business day after it is posted. These Registration Terms and Conditions include and incorporate by reference the Privacy Policy posted at http://www.invoca.com/privacy-policy/. If you do not agree with these Registration Terms and Conditions, you should not register for Invoca Summit 2018.

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Conference Code of Conduct

All attendees, speakers, sponsors and employees at our conference are required to agree with the following code of conduct. Organizers will enforce this code throughout the event. We expect cooperation from all participants to help ensure a safe environment for everybody.

Need Help?
Contact Summit@invoca.com or Angelina Grona, Event Manager, at 415-636-8040.

The Quick Version
Our conference is dedicated to providing a harassment-free conference experience for everyone, regardless of gender, gender identity and expression, age, sexual orientation, disability, physical appearance, body size, race, ethnicity, religion (or lack thereof), or technology choices. We do not tolerate harassment of conference participants in any form. Sexual language and imagery is not appropriate for any conference venue, including talks, workshops, parties, Twitter and other online media. Conference participants violating these rules may be sanctioned or expelled from the conference without a refund at the discretion of the conference organizers.

The Less Quick Version
Harassment includes offensive verbal comments related to gender, gender identity and expression, age, sexual orientation, disability, physical appearance, body size, race, ethnicity, religion, technology choices, sexual images in public spaces, deliberate intimidation, stalking, following, harassing photography or recording, sustained disruption of talks or other events, inappropriate physical contact, and unwelcome sexual attention.

Participants asked to stop any harassing behavior are expected to comply immediately.

Sponsors are also subject to the anti-harassment policy. In particular, sponsors should not use sexualised images, activities, or other material. Booth staff (including volunteers) should not use sexualised clothing/uniforms/costumes, or otherwise create a sexualised environment.

If a participant engages in harassing behavior, the conference organizers may take any action they deem appropriate, including warning the offender or expulsion from the conference with no refund.

If you are being harassed, notice that someone else is being harassed, or have any other concerns, please contact a member of conference staff immediately. Conference staff can be identified as they'll be wearing branded clothing and/or badges.

Conference staff will be happy to help participants contact hotel/venue security or local law enforcement, provide escorts, or otherwise assist those experiencing harassment to feel safe for the duration of the conference. We value your attendance.

We expect participants to follow these rules at conference and workshop venues and conference-related social events.