Charlene Li

Guest Speaker

Leadership, Disruption, Customer Experience

Areas of Expertise

Opener / Closer  •  Disruption  •  Leadership  •  Future of Work  •  Exponential Thinking  •  Customer Experience

About Charlene

For the past two decades, Charlene Li has been helping people see the future. She’s an expert on digital transformation, leadership, customer experience and the future of work and the author of six books, including the New York Times bestseller “Open Leadership” and the co-author of the critically-acclaimed book “Groundswell”. Her latest book is the bestseller The Disruption Mindset.

She’s also an entrepreneur, the Founder and Senior Fellow at Altimeter, a disruptive analyst firm that was acquired in 2015 by Prophet. Charlene was named one of the Top 50 Leadership Innovators by Inc, and one of the most creative people in business by Fast Company. She serves on the regional board of YPO, a global network of 30,000 CEOs. Charlene graduated magna cum laude from Harvard College and received her MBA from Harvard Business School. She lives in San Francisco.

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SU Global Summit 2019 | Transforming Organizations

Speaking Topics

  • Creating a Next Gen Customer Experience Strategy

    We all know that creating customer experiences is important. But which experiences take priority? And how do we justify long term investments in things like data and personalization – and tie it to business outcomes? What’s needed is a customer experience strategy that goes beyond making sure that the customer journey is smooth. Brands must invest in next-generation experiences that build movements, transformation relationships, and result in exponential growth. We’ll go beyond the platitude of “customer obsession” and share what it takes to build a culture that keeps customers at the center every day.

    Audience members will learn how to:
    Prioritize which customer experience initiatives to invest in, so that they drive both business results and meet customers’ heightened expectations.
    Define and create next-generation customer experiences.
    Involve the right people and ensure that they have the skills, capabilities, and mindsets are required to succeed.
    Make great customer experiences a priority for everyone in the organization.

  • Leadership in the Digital Era

    Digital technologies have revolutionized relationships — and leadership is no exception. To be truly engaged, effective leaders must harness the power of digital communications and branding, rather than remain on the sidelines, frozen by fear and the unknown. The key is understanding how your personal leadership style can be extended and scaled through digital techniques to achieve your most important goals.You’ll learn the art and science of how to listen, share, and engage with employees and customers in the digital era. We’ll also discuss common objections and concerns of leaders – and how to address them.

    Audience members will learn how to:
    Master a new way of developing relationships, which begins by stepping out of traditional hierarchies.
    Listen at scale, share to shape, and engage to transform
    Shift to a digital mindset
    Apply the right digital tools to meet strategic goals

  • Tailoring Speeches for Verticals - FINANCIAL SERVICES AND INSURANCE

    How can financials service companies disrupt themselves and stay ahead of well-funded fintech startups as well as powerful new entrants like Amazon and Google?
    Digital and social tools represent an untapped opportunity to engage both with clients and internally with employees. In the highly regulated financial services industry, how do you safely deploy and manage these seemingly risky technologies to drive business results and increase customer satisfaction?
    How are consumers’ experiences with disruptive companies like Amazon and Uber setting the bar high for financial service companies? How can you best understand and then deliver on these heightened expectations when you operate in a highly regulated industry?

  • Tailoring Speeches for Verticals - HEALTHCARE AND PHARMA

    How do you create a compelling patient experience in a fragmented healthcare landscape? How do you create a sense that you know and understand the patient while working within the confirms of regulations like HIPPA?
    How are healthcare organizations embracing disruption to create better patient experiences and outcomes?
    Organizations in healthcare and pharma have as their foundation a strong sense of purpose and mission. How can leaders use digital technologies to translate and transfer these values deep into the organization and ensure that actions and practices align?

  • Tailoring Speeches for Verticals - RETAIL AND CONSUMER PRODUCTS

    In an Amazon and Alibaba dominated world, what must retailers do to not just fend off these disruptive players, but thrive in the new digital landscape?
    How are consumer products forging a new relationship with consumers with new technologies like IoT and disrupting traditional distribution and retail channels in the process?
    What are the best ways to connect customer experience to employee experience in the retail environment? How are organizations designing the future retail experience to match the realities of how people will work in the future?

  • The Disruption Mindset: Why Some Organizations Transform While Others Fail

    “Disrupt or Die” has been the rallying cry for decades, but what does it actually mean to be disruptive, to make it the center of your strategy? Many established companies set a goal to develop “disruptive” innovations, believing innovation will disrupt their market and drive growth. But that’s not how it works: disruption doesn’t create growth. Growth creates disruption. Transformations are never easy, and the unrelenting pace of technological change makes it doubly difficult. But there’s hope and a way forward — starting with reframing your strategy, leadership and culture so that disruptive growth is at the top of your agenda.

    Audience members will learn how to:
    Define what disruption is — and isn’t — and how it can drive disruptive growth.
    Identify and prioritize the right disruptive growth moves — and align the organization around them.
    Understand how leaders must show up differently when pursuing a disruption strategy.
    Instill disruption into a status-quo culture.

  • The Future of Work: Employee Engagement In The Digital Era

    New technologies pop up every day that allow us to now connect and communicate with employees in real time. Yet organizations are wired for a bygone era when there was the luxury of time and proximity. Most organizations measure employee engagement in yearly surveys — hardly the way to truly engage employees in the digital era.

    In this speech, Charlene makes the case to develop a new mindset, one that’s centered on creating a long-term relationship with employees that melds holistically with creating great experiences for customers. This integrated approach ties together the disparate parts of the organization dependent on a coherent employee engagement strategy — marketers are eager to tap employees advocates to scale scarce marketing dollars while HR wants to leverage them to spread the talent brand story. From collaboration platforms and Intranets to the use of social technologies and messaging, we’ll dig deep into how technology is changing the work and our relationship with employees.

    Audience members will learn how to:
    Understand how employee expectations in the workplace are being influenced by their personal use of technology and the implications for employee engagement
    Identify the experiences that employees value the most.
    Create rich collaboration experiences that support a different way of work.

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