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CAB Pros Refine Best Practices 2008 CAB Exchange Summit

Fast Facts

Where: San Jose, CA at the Dolce Hayes Mansion

When: July 21-23, 2008

Who Attended: 70 CAB professionals from many of the top programs in the world, Adobe Systems Inc, ADP Employease, American Express Incentive Services, Ants Eye View, Ariba, AT&T, Autodesk Inc, Blackbaud Inc, BMC Software, Callidus Software, Cisco, Citrix Systems Inc, David's Bridal, Fair Isaac, Genesys, Harris Corporation Broadcast Communications, Hewlett Packard, IBM, iCrossing, ILOG, Intel, Interwoven, LANDesk Software Inc, Metavante Corporation, Microsoft, Omniture, Open Text Corporation, PAETEC, PHH Arval, Projectline Services Inc, Quantum, SAS Institute, Sterling Commerce, Strategyn, SumTotal Systems, Sun Microsystems, Symantec, Tele Atlas, Verizon, VMware Inc, Walker Information, and Wells Fargo.

Co-President's Award Winners for Overall Presentation:
This year we had a tie for the President's Award. Congratulations to both:

Jeff Tinker, Senior Vice President, Wells Fargo, for his presentation - "Attracting and Leveraging your CAB Members through Additional Marketing Activities" and...

Rhett Livengood, Director of Enterprise Customer Programs, Intel, for his presentation - "How Intel's Enterprise Board of Advisors Keeps the Conversation Going"

President's Award Winner for Breakout Session:
Michelle Knight, Group Manager, WW Customer Programs, Adobe Systems for her presentation - "Getting Sales Support to Recruit Members to its Worldwide CAB program."

What's New

Peer Exchange Workshops:
Led by Mike Gospe, Partner, Kickstart Alliance, experienced CAB pros exchanged ideas and solutions on turning feedback into action, getting internal support for your CAB, recruiting, managing and retiring CAB members, managing executive participation, keeping your CAB fresh and engaging and integrating your CAB with other initiatives.

Just Getting Started Track:
A special track was presented and led by Evan Klein, Senior Director of Client Satisfaction, iCrossing on Tuesday afternoon for CAB pros who are new or just starting a CAB program. Evan provided "lessons learned," having just been through the process of starting a CAB program himself. Sean Geehan of Geehan Advisory Boards then provided a broad overview of how to lay foundations for an enduring successful CAB program.

CAB ROI Lunch:
Led byAmir Hartman, CEO, Mainstay Partners. CAB professionals met for lunch to address the issue of developing sophisticated metrics for measuring the effectiveness of CAB programs.

Who Presented:

Presenters included:

Interwoven's Heidi Lorenzen on Customer Engagement Strategies to Drive Loyalty and Business Growth
Cisco's Nicole Siegal on building a scalable, global CAB program.
Intel's Rhett Livengood on keeping a CAB's conversation going year round.
SAS Institute's Phebe Walsh on building a C-Level CAB program - with an 85% acceptance rate by customer invitees.
Wells Fargo's Jeff Tinker on attracting and leveraging your CAB members through additional marketing activities.
Adobe Systems Michelle Knight on getting sales support to recruit members to its worldwide CAB program
PAETEC's Brian Benjamin on scaling its CAB Program to provide deep market Intelligence.
Geehan Advisory Boards' Sean Geehan and a panel of senior executives on how senior management values CABs.