The Magic of Marketing Automation Join us for a free round table discussion

Thursday, September 20, 2018

Learn the Ins and Outs from the Industry’s Best and Brightest

It’s a fresh technology and burgeoning topic that’s been buzzing throughout the marketing world. And we’re here to break it all down, equip you with the right tools and know-how to start, enhance or optimize your own marketing automation program.

Key areas of insight will include:
  1. Platform selection, implementation and adoption techniques
  2. Marketing and sales alignment through Marketing Automation + CRM
  3. Customer acquisition, retention and re-engagement strategies
  4. Automated campaigns driven by personalization and relevancy
So join us Thursday, September 20th at Conference Chicago at University Center. Hear from speakers across unique platforms, a variety of brands, and different specialties dropping all the knowledge you need. You’ll leave with new insights and knowledge about how to be successful in your own marketing automation endeavors!


Thursday, September 20, 2018
Registration: 8:30 a.m. - 9:00 a.m. CT
Event: 9:00 a.m. - 2:00 p.m. CT


Conference Chicago at University Center, 525 South State Street, Chicago, IL 60605


Call 414.270.7235 or email Nicole Stone at


8:30 a.m. – 9:10 a.m.

Registration, Refreshments + Welcome

9:10 – 9:45

Marketing Automation: Getting More Out of Your Marketing Strategy

Emily Hauptle – Digital Strategist at Laughlin Constable

Emily will shed light on the opportunities with Marketing Automation, its role in the larger ecosystem, and what key elements you need to start and/or advance your own Marketing Automation. Areas of insight will include strategic planning, campaign management, personalization, integrations and more. Coming out of the talk, you’ll have what you need to dive further into specific areas of Marketing Automation throughout the rest of the event.
Emily Hauptle
Emily Hauptle
Laughlin Constable
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Emily leads LC’s marketing automation team where she brings customer acquisition, retention and re-engagement strategies to life using channels such as email, mobile messaging, websites and more. Her passion is leveraging technology to drive her clients’ business objectives forward. Emily works hand-in-hand with the creative and development teams to deliver executions that connect with the target audience at the right time, in the right medium.
9:45 – 10:20

Give the People What They Want: How Technology Supports Thoughtful, Effective Customer Engagement

Dave Goldstein – Sr. Director of Partnerships & Channel at Braze (formerly Appboy)

The rise of mobile and other emerging platforms have created major new outreach opportunities for companies, but they’ve created a lot of noise: the average consumer receives more than 60 push notifications and 120 emails each day, most of them destined to be ignored. The only way to break through this haze is by creating thoughtful cross-channel experiences that resonate with customers and provide real value. Dave Goldstein from Braze will dig into how brands can effectively marry data, technology, and teamwork to create the kinds of brilliant customer experiences that make long-term customer/brand relationships possible.
Dave Goldstein
Dave Goldstein
Braze (formerly Appboy)
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​As the first Sales hire at Braze (formerly Appboy) almost six years ago, Dave has been at the forefront of the Mobile Marketing Automation wave. He is currently building out Braze’s global partner ecosystem, with a focus on agency alliances and tech integration partners. Dave has been published in DIGIDAY and Mobile Marketer, and speaks regularly on Mobile Marketing subject matter. Educating agencies and their brand clients on best-in-class Lifecycle Engagement is core to his mission.
10:20 a.m. – 10:30 a.m.


10:30 – 11:05

Aligning Sales and Marketing via Automation: How to Save Time and Sanity

Flora (Yuan) Wang – Sales Engineer at HubSpot

Automation can be intimidating - as technology develops there are now even more options. While efficient, automation can lead to more errors when not done with best practices. In this session we will cover best practices on segmenting leads and scoring them for sales. We'll demystify the different options for automation so that your team can spend more time creatively strategizing instead of doing manual tasks. In addition, we will optimize marketing and sales alignment in order to generate the highest yield leads and have the best personalized experience for your prospects and customers! 
Flora (Yuan) Wang
Flora (Yuan) Wang
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​Flora spends her day working with executives, marketers, engineers, and everyone in between to improve their business processes. She is passionate about leveraging software to spark creativity by expanding the limits of what's possible for an organization's inbound strategy with the right technology. She graduated from Brandeis University and has been with HubSpot since 2015. When she isn’t wrangling workflows and integrations, she’s out looking for next delicious restaurant to try.
11:05 – 11:40

Automation: A Slam Dunk

Ben Conrad – Senior Director of Database Marketing at Milwaukee Bucks

Basketball is the ultimate team sport and filling the brand new Fiserv Forum is no different.  Marketing Automation continues to “assist” the Sales team by building their pipelines and driving engagements that move customers through the sales funnel. Using a multi-phased acquisition strategy powered by our Marketing Automation platform along with our CRM integration, the Bucks will have a record number of fans ready for an historic season.
Ben Conrad
Ben Conrad
Milwaukee Bucks
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Ben is a sports industry veteran entering his 21st season with the Bucks where he began his career as an intern in the Sales and Marketing Department. Ben and his team power the Bucks digital efforts in lead generation, individual and promotional ticket sales and growing an engaged database.
11:40 – 12:30


An array of sandwiches, soup and salad will be served.
12:30 – 1:05

20 Questions to Answer Before Diving into Marketing Automation

Nagendra Shukla – MarTech & Marketing Automation Leader at Intuit

Nagendra’s session will shed light on what key answers you should get before starting, enhancing or pivoting your Marketing Automation program. Throughout the session, experiences from Nagendra’s extensive background will help you determine an approach to laying a foundation for future Marketing Automation success, along with how the Marketing Automation as-a-platform approach helped Intuit improve its engagement with customers and prospects.
Nagendra Shukla
Nagendra Shukla
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​Nagendra leads Marketing Automation for the small business and self-employed group (QuickBooks) at Intuit. His career began in telecom at companies including Lucent, Siemens, and HP where he contributed to the evolution of voice and data from 2G to 3G to LTE. He started his first company in 2008 and took it to a successful exit. His product marketing experience includes MGM, Sephora, and VenueNext (a sports and entertainment start-up). His one-liner description of marketing automation is “access to right attributes about the customers/prospects (aka profile) and reaching them at right time via the right channel."
1:05 – 1:50

Panel: Spearheading Marketing Automation in your Organization

Stephen Boerstler (Panel Speaker) – Interactive Manager at Hoosier Lottery

Our panel will focus on how brand marketers from Hoosier Lottery, Intuit and the Milwaukee Bucks have driven Marketing Automation throughout their organizations. Topics will include developing a business case, involving the right stakeholders, and lessons learned from their experiences.
Stephen Boerstler (Panel Speaker)
Stephen Boerstler (Panel Speaker)
Hoosier Lottery
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Stephen has over 10 years’ experience as a marketer and currently specializes in content management, marketing automation, and analytics.  Stephen is passionate about customer relationships and data analytics. He recently led the Lottery’s partnership with Braze to create engaging digital communication channels.
1:50 p.m. – 2:00 p.m.

Closing Remarks


Conference Chicago at University Center
525 South State Street
Chicago, IL 60605