(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: Scaling Agentic AI for Real-Time, Revenue-Driven Commerce

Join an interactive roundtable with marketing leaders to see how Insight and Shopping Agents turn live customer signals into real-time, revenue-driving actions. Explore how brands use agentic AI to detect intent, personalize journeys, and accelerate conversions, while keeping human strategy at the core.

Key Takeaways:

• See Agentic AI live: Experience Netcore's Insight and Shopping Agents live
• Real Life Examples: Learn from our customers who have deployed agentic use cases live
• Drive measurable impact: Turn real-time intelligence into hyper-personalized experiences that adapt instantly.

Host: Per Caroe, VP, Sales, North America, Netcore

Host: Pratik Bhadra, CEO, North America, Netcore

Retail Co-Host: Laura Cantor, VP, Marketing, New York & Co.

Table 4: Why Email & SMS in 2026 [Through Klaviyo] will be what Google & Meta were in 2022.

Join Frank Field, Owner of Threadpoint, and Gina Potenza, Partner Program & Strategy Manager at Klaviyo, as they explain the current state of email & sms marketing and why we’re entering the gold rush of AI for retention. Learn how you can leverage your own First Party Data alongside Klaviyo’s AI algorithm to maximze your customer LTV - both inside of Klaviyo and in your other marketing channels. Attendees will walk away with a competitive advantage over their competitors at the end of this roundtable session.

Host: Frank Field, Co-Founder, Threadpoint

Co-Host: Gina Potenza, Partner Program & Strategy Manager, Klaviyo

Table 5: Make Every Interaction Count: Rethinking Retention in the Moments That Matter

In an era where every touchpoint can be the difference between churn and repeat purchase, retention deserves a fresh lens. From missed SLAs and out-of-stock moments to surprise perks or strategic rewards - what if each of these interactions could drive more than just resolution? What if they could spark growth?

This roundtable invites brands to explore what happens when you move beyond one-off campaigns or isolated loyalty tactics, and instead start building retention into the fabric of the customer journey - making it feel seamless, useful, and genuinely valuable.

We’ll explore ideas and questions like:

• Overlooked operational wins that unexpectedly improved repeat purchase behavior
• Ways to provide value beyond points and discounts—efforts that create real emotional engagement
• Recurring customer interactions that feel clunky, manual, or outdated—and how they might be reimagined to build stronger relationships
• Where overlap–or friction–between CX, marketing, and operations may be getting in the way of retention efforts

Host: Adam Folkman, Head of Partnerships and BD, 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.

Lee Trotter, Director, Digital Engagement, 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: Cracking the Loyalty Code: What Consumers Really Want (vs What Marketers Think)

What keeps customers coming back...and are we, as marketers, missing the mark? Join Dotdigital and fellow brand leaders for an interactive, peer-led discussion fueled by fresh insights from our exclusive, never before seen survey of 4000 global consumers, launching in April 2026. We'll dig into the real triggers for loyalty and how AI and smarter data use can help you get there.

We'll discuss:

• Strategies for bridging the gap between marketer assumptions and customer expectations
• What engagement channels and rewards are actually driving loyalty—by generation and region
• How brands are using AI and data to spot and save at-risk customers
• Actionable ideas and experiments from fellow marketers to take back to your team

Bring your biggest loyalty challenge or your boldest success story. Leave inspired and equipped for what’s next.

Host: Melissa Sturtzel, Director of Customer Success & Professional Services, Americas, Dotdigital

Client Co-Host: Chris Seedle, Marketing Director, Zip Corvette

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

Client Co-Host: Nancy Gurd, Director, Customer Experience, Caraway Home

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

• See Agentic AI live: Experience Netcore's Insight and Shopping Agents live
• Real Life Examples: Learn from our customers who have deployed agentic use cases live
• Drive measurable impact: Turn real-time intelligence into hyper-personalized experiences that adapt instantly.

• Overlooked operational wins that unexpectedly improved repeat purchase behavior
• Ways to provide value beyond points and discounts—efforts that create real emotional engagement
• Recurring customer interactions that feel clunky, manual, or outdated—and how they might be reimagined to build stronger relationships
• Where overlap–or friction–between CX, marketing, and operations may be getting in the way of retention efforts

• Strategies for bridging the gap between marketer assumptions and customer expectations
• What engagement channels and rewards are actually driving loyalty—by generation and region
• How brands are using AI and data to spot and save at-risk customers
• Actionable ideas and experiments from fellow marketers to take back to your team

• See Agentic AI live: Experience Netcore's Insight and Shopping Agents live
• Real Life Examples: Learn from our customers who have deployed agentic use cases live
• Drive measurable impact: Turn real-time intelligence into hyper-personalized experiences that adapt instantly.

• Overlooked operational wins that unexpectedly improved repeat purchase behavior
• Ways to provide value beyond points and discounts—efforts that create real emotional engagement
• Recurring customer interactions that feel clunky, manual, or outdated—and how they might be reimagined to build stronger relationships
• Where overlap–or friction–between CX, marketing, and operations may be getting in the way of retention efforts

• Strategies for bridging the gap between marketer assumptions and customer expectations
• What engagement channels and rewards are actually driving loyalty—by generation and region
• How brands are using AI and data to spot and save at-risk customers
• Actionable ideas and experiments from fellow marketers to take back to your team