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Bring your CRM to Life

  • Baird 777 East Wisconsin Avenue – 29th Floor Milwaukee, WI, 53202 United States (map)

ON YOUR WAY? Location Details

PARKING: Free parking for those who park in the US Bank Parking structure on Clybourn Ave. – 716 E. Clybourn Ave. Before you leave the event you'll receive a voucher from Baird.

BAIRD: Baird is located in the U.S. Bank Building on the 29th floor. No security access needed. Just head to the elevators and come on up.


You have the data, now how do you break through to your customer?

According to Salesforce,

"A CRM is designed to help you, improve your customer relationships, and in turn, customer lifetime values."

CRMs are a great tool, but how do you activate the hidden potential within your lists? We'll dig in with our knowledgeable panel to discuss CRMs beyond just email. Join us to enjoy a great view of the city, food, and networking.

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Venue

Baird
777 East Wisconsin Avenue – 29th Floor
Milwaukee, WI 53202
[US Bank Building]

Schedule

  • 11:30am - Noon
    • Check in, grab lunch, network
  • Noon - 1pm
    • Panel discussion, Q&A

TICKETS

Ticket cost includes lunch, parking, and access to the event.

Buy a week in advance and get $5 off for early bird pricing.

Member
25.00
Quantity:
Join us!
Non-Member
35.00
Quantity:
Join Us!
Student
10.00
Quantity:
Join Us!

PANELISTS

 

Paul Brienza

EVP of Digital
Laughlin Constable

With over 15 years experience in interactive and marketing, Paul uses his skills to concept and produce interactive solutions to the client. Paul embraces digital marketing. He has worked on the strategy and development of comprehensive digital initiatives for such clients as Bridgestone/Firestone, Kohler, Master Lock, Medela, National Pork Board, Navistar, Schick, and more. 

Paul is a member of the American Association of Advertising Agencies (4A's) Digital Committee.

 

Erin Levzow 

VP of Marketing
Marcus Hotels and Resorts 

Erin is a goal-focused, multitalented Marketing leader with 10 years of success delivering innovative, impactful digital/content marketing and eCommerce solutions that position companies for lasting success. 

Honored with prestigious 2015 Top 25 Women to Watch in Mobile Marketing Award. Erin has an impeccable record of success supplemented by extensive industry involvement and talent for public speaking, showcased by engagements at iab, Ad Age, and Forrestor Conferences.

 

Brian Hull 

Director
Valassis Digital

Born and raised in Metro Detroit, Brian completed his higher education in Ann Arbor, and has since spent his professional life in the great city of Chicago. Brian's goal is to bring passion and enthusiasm to every organization with which he partners, while at the same time executing solutions in a very thoughtful and measured way.

 

MODERATOR

Tony Stich

Chief Operating Officer
Advicent

Anthony Stich has one goal: to develop a team of exceptional customer experience (CX) leaders across the globe, empowering them with the latest industry-leading methodologies in strategic planning, customer success, and business development to successfully grow Advicent, the leading provider of SaaS technology solutions for the financial services industry, into a global brand.

Published in numerous global outlets including the Journal of Financial Planning, Wealthmanagement.com, Investopedia, and bobsguide as well as being featured on Reuters, FinTech TV, Financial Advisor IQ, Asset TV, and Bank Bosun, Stich has swiftly become a thought leader in the FinTech space, providing compelling statistics, a thought-provoking perspective, and much-needed humor in a rapidly-changing industry.


 

EVENT SPONSOR

Valassis Digital is an advertising and marketing intelligence company that predicts consumer behavior and builds compelling media moments for brands and retailers to spur activation. We use more real-world data and apply it across more marketing channels for high-performing digital success.

 

LOCATION SPONSOR

Logo_287_RGB 300 dpi.jpg

For more than 95 years, Baird has been a strong, stable and trusted financial partner across generations and through many market cycles.

Today Baird serves individuals, families, businesses and communities across the United States as well as institutional clients around the globe from more than 100 offices on three continents.