Frequently Asked Questions


I just confirmed my attendance. What are the next steps?

Delegates: We’ll be in touch to complete your attendee profile. About 2 months out from the Exchange, you will receive communication from the operations manager with full logistical details.
Solution Providers: About 2 months out from the Exchange, you will receive communication from the operations manager with full logistical details including discounted accommodation details, shipping information, upcoming deadlines etc.


What if I’m new to the Exchange?

At the beginning of each exchange, we’ll be hosting a delegate orientation and a solution provider orientation to brief you on how to make the most of your experience. We’ll also share tips & tricks so make sure you attend!


How do I book my accommodation?

Delegates: We’ve got you! Our operations manager will be in touch to collect your travel information and will make accommodation arrangements for you at the event venue.
Solution Providers: Group rates at the event venue will be listed on the venue & accommodations page once they’re available.


When do I make meeting selections?

All meeting selections are made through the event portal. You will receive access about 4 weeks out from the Exchange. The portal will be open for 1 week so please make your selections by the deadline. We base meeting matching off of mutual matches and your order of preferences as priority.


Is there a Mobile App for the event?

Yes! Every exchange event has its own mobile app. Log-in information will be available in your personal event packet once you check-in. It’s important you download the mobile app because we’ll notify you real-time of any changes in the event schedule.


Are meals included?

Yes! For all Exchange events, breakfast, lunch, and refreshments are included. There’s also cocktail hour with heavy hors d’oeuvres or dinner on Day 1 and Day 2 evenings for attendees to make the most of their experience.


What should I wear?

Dress code at the Exchange is business casual but there’s nothing wrong with dressing to impress!


What should I bring?

We’ll have everything related to the event when you check-in. Remembering to bring lots of business cards is always important. A lot of our attendees also like to bring their own devices to help with note taking.


Will I receive Presentations after the event?

Of course! 1 week after the event, approved presentations will be made available on the event website for download.


My schedule changed and I need to cancel

Did something come up? No worries. Email us at info@customermanagementpractice.com and we’ll get you sorted. You can always use your business development contact or audience development manager to communicate these changes as well. Here’s our cancellation policy.


Special Needs

If you have any special needs, dis abilities, and/or dietary restrictions, let us know so we can make everything comfortable for you.