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Keynote: Stan Phelps

What's your purple goldfish?

CXps 2015 Attendee Feedback

Hear why you should attend in 2016

Mike Phillips

Know what your clients really think


What is your Purple Goldfish? 

Traditional tell and sell marketing is dead. Hear Stan share referral-based marketing strategies based on improved client experience. He'll share insights from his award-winning crowd sourcing effort, the Purple Goldfish Project and you learn practical tips to drive differentiation, increase retention, and generate word of mouth.

Why should you attend the CXps 2016 Conference? 

Because you'll make no better investment this year than re-focusing your strategy on your clients. Hear last year's attendees share the value they received from the 2015 Conference in Dallas. Like them, you'll bring back new ideas and perspectives from the speakers and your peers. 

What do your clients really think? 

The overall trend is that about 70% of the time clients feel you are exceeding their expectations. And when you build relationships that invite them to share ways you can make working with you even more frictionless for them, you drive client loyalty. If you're making their lives easy - why would they go anywhere else!


Breakout and Workshop Speakers

Dodd Starbird

Implementation Partners

Sylvia Montgomery, CPSM

Hinge Marketing

Laura Meherg

Wicker Park Group

Keynote: Clark Davis

Cameron MacAllister Group

Kevin Hebblethwaite

Full Sail Partners

Chandra Storrusten

Visible Value


Conference Details and Schedule


Why CXps?


So many conferences! Why one more?

You can choose between many great professional organizations, each with excellent educational and networking events focused on professional practice. Yet, the professional services industries – those businesses with clients rather than customers – have not yet formed a community to focus special attention on understanding, managing, and improving client loyalty.


Customer-driven businesses have been championing “the customer” for decades. Companies have entirely re-engineered how they do business in order to make the customer experience as “frictionless” as possible. Consider Amazon, Uber, Apple, Nordstroms, and others – you, their customer, are central to all they do.


The CXps 2016 Conference brings together individuals from professional services firms to develop the next generation of best practices in client management. This is the place to learn from the experts, connect with peers who are passionate about client experience, and be energized by the possibilities and opportunities to drive fierce loyalty and achieve higher margins in your firm.



Who Should Attend?

The CXps conference targets leaders, managers, business developers, marketers, and other professionals whose job includes managing clients or leading people who do.


If your company delivers a highly relational professional service, this conference is for you. Two tracks each day allow you to select the experience that is right for you.



  • Voice of the Client (VoC) track is focused on best practices surrounding gathering, analyzing, and implementing change based on your clients' feedback.
  • Client Experience (CX) track is focused on best practices for creating and managing excellent client experiences to differentiate your firm.


We also welcome CX gurus from all types of businesses and industries who would like to share their experiences and learn about the unique challenges professional services firms face.


Plus, each afternoon begins with three short (10-minute) “big idea” presentations (Ted-style). You will select a presenter to follow into a 3-hour hands-on workshop. There you will go deep into the topic and walk out with a plan of action you can apply when you get back to the office.


Breakout Sessions

Conference Schedule

Conference Options

Workshop Sessions












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