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the wise marketer

The global resource for loyalty marketers.

Transform your loyalty strategy by embracing change.

Nearly 40 years ago, the first frequent-flyer program began with a marketing revolution. Today, we see a set of conditions at the vanguard of a second revolution that is focusing on loyalty and customer experience. 

Some examples include shifts in purchasing power among demographics, adoption of mobile device and new technologies, and the application of artificial intelligence for better data-driven analytics and decision-making.

Attend the Loyalty Academy Conference to learn of other conditions sparking this loyalty revolution and how you can best harness them to transform your customer strategy to deliver optimal customer engagement and advocacy.

Don’t miss the only loyalty marketing conference that matters.


The 3rd Annual Loyalty Academy Conference

March 8, 2018

The Waterstone Resort and Marina
999 E Camino Real, Boca Raton, FL 33432

The Loyalty Academy Conference brings together the leading minds in loyalty marketing for an intimate one-day conference of insightful learning and discussion of the biggest challenges in building customer loyalty today. Network and mingle at one of south Florida’s premiere resort properties while tackling the big-rock issues that will affect your loyalty efforts in the coming year.

You: A mid- to senior-level marketer with an interest in building the most effective customer strategy you can offer to your best customers, senior management, and stakeholders. Whether you’re an airline, a card marketer, a hotelier, a retailer, or a B2B provider, you’ll find invaluable insight at the Loyalty Academy Conference – and your opinions will be in high demand.


Register Now to Attend the Loyalty REVOLUTION!


8:00 am                              Registration Opens

9:00 – 9:15am                   Welcome
Bill Hanifin, CEO, Wise Marketer Group

9:15-10:00 am                   Opening Keynote        THE LOYALTY REVOLUTION IS REAL
Sarah Phelps, SVP, Rewards Management, Wells Fargo

Why it matters and how marketers can benefit the most from it

Connecting with your best customers should be easier with the adoption of new technologies and with more customer-specific data being available, yet some brands need help understanding why the greatest gains come from connecting with their customers.  Sarah will apply personal experiences and perspectives on the key elements of the ‘Loyalty Revolution’ to showcase evidence for what marketers need to know to deliver growth from sustainable and profitable relationships with customers.

10:00 – 10:45am                THE REVOLUTION IN CUSTOMER EXPERIENCE

How loyalty and CX are evolving into a unified customer strategy

10:45 – 11:00am               Break

11 – 12:00 noon               THE REVOLUTION IN CUSTOMER ANALYTICS
Dr. Rachel Royal, Director of Organic Growth Intelligence & Strategy, at Owens Corning

How AI, machine learning, and behavioral science are transforming customer relationships

If “Loyalty Marketing” were a branded pharmaceutical, “data-driven marketing” could be the generic equivalent. The concepts behind both terms trace their roots to the Direct Marketing industry, where campaigns created to make offers to specified groups of customers were trialed, evaluated, and tweaked continuously for greater success.  The revolution in customer analytics entails change to how retailers, and other verticals, collect, treat and put customer data to work to achieve their customer and business objectives.

12:00 – 1:30pm                Lunch and Break

1:30 – 2:15pm                 THE REVOLUTION IN TECHNOLOGY
Ali Aidi, Director Identity Solutions, Mastercard (panelist)
Timothy Myers, Principal, Blue Latitudes Consulting (panelist)

How blockchain adoption and crypto currencies will impact the connections we have with our customers

There is a full expectation that the data-driven loyalty industry will embrace the adoption of blockchain technology and crypto currencies in the near term. A panel discussion will bring clarity to what blockchain technology and crypto currencies are.  It will also outline the extent and nature of the disruption they will bring to the loyalty ecosystem and each of its three principals: brand organizations, service providers, and consumers.

2:15 – 3:00pm                   THE REVOLUTION IN LOYALTY PSYCHOLOGY
JoAnna Brandi, Chief Inspiration Officer, Return on Happiness

How bringing humanity to customer loyalty can break open new opportunities for your brand

Revolutions more often stem from a sense of disillusionment when a positive vision emerges alongside a sensibility that radical change is needed to achieve it.  Often there are elements that remain the same because they are principally held beliefs and they can support the positivity of the change, but they need to embrace the new thinking.  We expect this combined view to spark innovation for loyalty and customer experience, in particular, towards humanizing the interactions between brands and  their customers through the use of technology.

3 – 3:15pm                         Afternoon Break

3:15 – 4:00pm                   Keynote: THE REVOLUTION CUSTOMER-CENTRICITY
Barry Kirk, VP Loyalty Marketing Solutions, Maritz Motivation Solutions

4:00 – 5:30pm                   THE LOYALTY ROCKBREAKER     

  • Jeff Mankoff, CEO, vPromos (panelist)
  • Andy Althauser, co-founder and EVP, Bridge2 Solutions (panelist)
  • Chuck Krallman, CEO, Nanosurvey (panelist)

The Rockbreaker Panel brings three organizations together to smash some of the “Big Rock” topics of the conference and  offer practical solutions that will smash a few of them into bits.  A facilitated discussion on innovative technologies that will change the way you engage and communicate with your customers.

Rockbreaker Judges:

  • Michael Hemsey, Merkle Loyalty
  • Steve Allmen – Loyalty & Co.
  • David Andreadakis, Kobie Marketing

Join us for the Loyalty Rockbreaker

The Rockbreaker Panel brings together 3 organizations selected by our judges offering solutions to smash one of the “Big Rock” topics covered during the 3rd Annual Loyalty Academy Conference. It’s not enough to inform about the most important and pressing issues in the customer engagement and loyalty industry, we decided to needed to offer practical solutions to smash a few of them into bits.

Join us for a facilitated discussion of innovative technology that could change the way you engage and communicate with your customers forever.

To submit an entry to the competition, interested companies must submit no more than a 10-slide presentation deck, in PDF file format, to with the words “Loyalty Rockbreaker Submission” in the subject line of the email. Entries must include contact information (contact name, title, email address and phone number), and must be submitted no later than January 31, 2018.

The Loyalty Academy Conference 2017: Testimonials

Still uncertain if the Loyalty Academy Conference is worth the investment of your precious time and travel budget? Don’t take our word for it – here are a few choice quotes from attendees at the 2nd annual Loyalty Academy Conference on March 2, 2017 at the Marriott Harbor Beach Resort at Ft. Lauderdale, FL.

The Loyalty Academy Conference was thought-provoking, relevant, and solution oriented. The format was unique, the agenda was well-crafted, and the series of open-forum discussions facilitated excellent engagement and interaction amongst a comfortably sized audience…it was a refreshing experience. The facilities were excellent and the setting encouraged networking and the exchange of ideas during and after the event.

Steven Whittingham

Group Chief Investment Officer, GraceKennedy Ltd

I wanted to thank you and to let you how much I enjoyed the Loyalty Academy Conference last week. Enjoyed doesn’t really begin to tell the story: I was so impressed by the content, speakers, flow and audience interaction and proud to be a founding sponsor. Great job, guys AND our clients/partners that we bought were blown away.

Gregg O’Neill

Business Development Director, Hinda Incentives

I greatly enjoyed attending the Loyalty Academy Conference. Your team clearly devoted significant thought and effort in creating an innovative, compelling and audience-engaging event. We can attest that the attendees clearly benefited from your efforts. Based on how much we learned and enjoyed yesterday’s event, I am very confident you will see a lot more TPG involvement with the Loyalty Academy!

Neil Solomon

TPG Rewards

It’s important to step away from managing your loyalty program and spend a day learning and networking with other loyalty marketers. The speakers brought new and interesting ideas, and the discussion time after each session helped me absorb the information. It was also great to hear that loyalty marketers from both large and small organizations confront the same issues. And being at the beach was a bonus!

Michele Wisher

VP of Marketing & Promotions, Leisure Systems, Inc

The Loyalty Academy Conference 2018: Sponsorships

Become a sponsor of the world’s leading customer loyalty conference and help shape the future of the dynamic, growing, and ever-changing discipline of loyalty marketing. By partnering with the Wise Marketer Group, you can raise awareness, drive leads and inquiry, and enhance the thought leadership profile of your business. Sponsorship opportunities include:
Content Marketing


Partner with the Wise Marketer Group to leverage our state-of-the art content marketing engine. Our publishing assets include: the Wise Marketer, the global resource and weekly newsletter for the customer loyalty industry; the Loyalty Guide, the bible of the Customer Loyalty Industry; and the Loyalty Academy, our loyalty marketing education and conference platform. The Wise Marketer can collaborate on, co-author, and co-promote your content to a global audience of loyalty marketers.

Research and Education


Through our Loyalty Academy loyalty education and membership platform, you can promote your latest research through our Loyalty Academy webinar platform, enlist the aid of the Wise Marketer to conduct, co-author, and publish your research, and build the thought leadership profile of your senior executives by becoming Loyalty Academy Faculty members. We’re more than just a content channel – we’re a dedicated partner to your thought leadership efforts.

Conference Sponsorships


By sponsoring our annual Loyalty Academy Conference, you’ll learn from, share with, and network with some of the leading practitioners in loyalty marketing. Our conference isn’t a trade show – it’s a senior-level, highly interactive, collaborative, and intimate summit where brand attendees feel comfortable sharing their stories in a non-sales environment. Our conference sponsors get more than just event signage – we work with our sponsors to shape the event within an environment of trust.

For sponsorship information, email us or call us at +1.844.426.4346

Register Now to Attend the Loyalty REVOLUTION!

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