(5 rounds, 20 minutes each) 

Table 1: The top 10 email retention plays every brand should ship in Q1

With acquisition costs rising and Q1 setting the tone for 2026 growth, brands are doubling down on high-impact retention plays that move revenue quickly. This roundtable will break down the top 10 email tactics operators are shipping right now to convert more visitors, lift repeat purchase rates, and strengthen loyalty.

Host: Liam Millward, Co-Founder & CEO, Instant

Table 2: Zeta

Table 3: Netcore

Table 4: Optimizely

Table 5: Rise.ai

Table 6: Rethinking Refunds As The Secret Weapon for Loyalty, Retention & Repurchases

Data released in January showed that 44% of U.S. consumers would rather visit the dentist than wait for a refund. That's not a customer service issue, it's a systemic business problem. Discover how using you can transform the refund process and experience to supercharge customer loyalty, retention and repurchases for retailers. In this session, we'll explore how our cutting-edge AI and agentic solutions empower retailers to deliver lightning-fast instant refunds, turning customer pain into instant pleasure, driving repeat business and more customer lifetime value. See how prioritizing a stellar post-purchase customer experience is a game changer for long term loyalty, repeat purchases and customer satisfaction. Retailers will gain actionable insights, connect with industry peers, learn how to cut payment costs and boost retention in today's competitive market. Don't miss this opportunity to transform your refund process into a loyalty machine!

Host: Jeremy K. Balkin, Founder & CEO, TodayPay

Table 7: Grow Faster: Converting D2C Momentum into a High Performing Wholesale Channel

Every brand wants more loyal customers - but loyalty doesn’t have to stop at the individual shopper. As acquisition costs rise and D2C growth flattens, the most forward-thinking brands are turning to wholesale as their next breakthrough channel. Why sell to one customer at a time when you can empower partners who bring you hundreds or thousands and allow your loyal customers to buy anywhere?

In this roundtable, we’ll dig into how brands can extend their existing D2C/B2C strengths into a scalable wholesale model that accelerates revenue, expands reach, and builds long-term defensibility. We’ll explore how to identify- the right wholesale opportunities, stand up a channel quickly, and - most importantly - how to adapt your existing loyalty programs to turn wholesale buyers into high frequency, -high value- partners.

If you’re ready to grow beyond the one customer- at- a- -time model, this is the conversation for you.

Executive, Data Realm

Table 8: Making Retail Loyalty More Entertaining – Lessons Learned from AEG Worldwide

Join Richard Battersby, SVP of Consumer Loyalty at AEG Worldwide, and John Johnson, SVP of Customer Success at Vibes, as they share best practices, they’ve developed to drive audience loyalty for large-scale events like Coachella and the New Orleans Jazz & Heritage Festival – and how retailers can use these lessons to dramatically boost loyalty and engagement both in-store and online.

Host: John Johnson, SVP, Customer Success, Vibes

Client Co-Host: Richard Battersby, SVP, Consumer Loyalty, AEG Worldwide

Table 9: Dotdigital

Table 10: Turning post-purchase into a revenue engine

Post-purchase is one of the most underutilized levers for retention, loyalty, and lifetime value. Yet many retailers still treat shipping, tracking, and returns as transactional moments instead of strategic touchpoints. 

In this interactive roundtable, we’ll discuss how brands are transforming post-purchase experiences into powerful engagement channels. Expect an open, peer-driven conversation focused on what’s working, what’s not, and where retailers see the biggest opportunity to shift spend from acquisition to retention. 

Attendees will walk away with practical ideas, real-world examples, and fresh perspectives on how post-purchase can become a competitive advantage.

Host: Julian Krenge, Chief Product Officer, parcelLab

Table 11: Orita & Ministry of Supply: Finding Ready-to-Buy Customers with AI Segmentation

Learn how AI-ranked engagement segments boost click rate, campaign revenue, and customer lifetime value. We’ll unpack what’s working for Ministry of Supply, a tech-forward brand, with CEO Aman Advani, in a quick case study. Then we’ll share how Orita’s AI finds “ready to buy” customers other segmentation strategies miss, and workshop your segmentation questions. You’ll leave with two ideas you can test next week.

Host: Aaron Schwartz, Co-CEO & Co-Founder, Orita

Client Co-Host: Aman Advani, CEO, Ministry of Supply

Table 12: Agentic Ecommerce Without the Agent: How Identity-First Personalization Accelerates Revenue

Discover how leading brands are driving higher conversion, AOV, and retention by building agentic shopping experiences powered by identity-first personalization, without complex training of AI agents. This roundtable will break down how modern identification fuels accurate personalization, and solves the revenue loss caused by cookie-based tracking and disconnected tools.

You’ll also see how Criquet Shirts uses quizzes, zero-party data, and adaptive onsite experiences to reduce time to purchase, eliminate decision paralysis, and deliver confident product recommendations at scale. Retailers will walk away with proven revenue-driving strategies, peer connections, and a clear roadmap for increasing conversions, strengthening retention, and turning more anonymous traffic into high-intent buyers.

Host: Val Geisler, VP of Customer Marketing, Digioh

Client Co-Host: Zach Scheimer, Senior Retention Marketing Manager, Criquet Shirts