Symposium ’24: New York City


SUNDAY, MARCH 10, 2024

KEYNOTE: 12:00PM – 1:00PM


Title/Speaker:  – Lori Greiner

Credential/Bio: Shark on ABC’s “Shark Tank”, Prolific Inventor, Entrepreneur, Producer and Humanitarian, International best-selling author.


Session Description: LEARNING SESSION: 1:30PM – 2:30PM

Title/Speaker:  Customer Strategy in the Age of AI – David Edelman

Credential/Bio: Senior Lecturer in Marketing at Harvard Business School, Advisor – AI, Digitization, Go-To-Market Strategy, Marketing Organization, Agile Operations. Forbes – on of the most “influential CMO’s in the world”.

Session Description: As consumers experience more personalization, omnichannel access, and real-time response, they are expecting breakthrough experiences from the brands they deal with — especially for highly considered purchases, such as jewelry. With the consumer journey constantly changing, brands and retailers need to understand the possibilities enabled by AI, how it works, and how to make it work for your business. David Edelman will share his learning from helping brands adopt AI and digital capabilities at scale, illustrated through     fresh examples and clear actions you can take immediately. 


Title/Speaker: Unlocking Platinum’s Competitive Edge For Your Business – Benny Oeyen

Credential/Bio: Executive Head, Market Development for Anglo American

Session Description: Attendees will unearth the allure of this precious metal, platinum, explore its journey, diverse applications, and the value it provides to jewelry retailers and consumers alike. 



Title/Speaker:  – Deliver a Better Experience, For Every Kind of Customer – Kelly McDonald

Credential/Bio: Marketing and Advertising Specialist, Top Expert in Consumer Trends, Generational Differences, Leveraging Customer Experience. Founder McDonald Marketing – twice named “Top Agency” by Advertising Age

Session Description: To stand apart from competition, retain existing customers and grow business, it’s about offering an experience like no other. This engaging and high content session will cover eight ways to leverage macro trends to show customer that you “get them”. These tactics will raise the bar, keep customers coming back, and foster higher employee engagement and retention. Learn specific no-cost tactics that can be applied right away.



Title/Speaker: Shopping in a PostPan World: A Hard Look at the Impact of COVID on our consuming culture – Paco Underhill

Credential/Bio: Environmental psychologist/Founder of Envirosell. New York Times Bestselling author: “Why We Buy”, “Call of the Mall”.

Session Description: The pandemic either altered or accelerated many shopping trends. As a result, the tools and tactics of retail have had to change. Using global examples, with a focus on the US, Underhill will go through these shifts and educate retailers on how they best adapt to selling to a post-pandemic customer.


Title/Speaker: Insights unleashed: Navigating the Retail Revolution – Krystle Craycraft

Credential/Bio: SVP of Marketing and Digital for Jewelers Mutual.

Session Description:   Jewelers Mutual will present insights and trends that will enable retailers to make important business decisions in 2024 and beyond. Through Jewelers Mutual’s extensive research and its access to various industry advisory councils and think tanks, it will share leading, new research that applies to today’s retail buyer. Attendees will walk away with information and tools to help them navigate, elevate and grow their businesses into the future.


Title/Speaker:  Business Development in a World That Never Stops Changing Frank Cespedes (Case Study) (This learning session will cover 2 time-slots, ending at 5PM)

Credential/Bio: Senior Lecturer and Harvard Business School, Faculty Chair, Aligning Strategy and Sales. Author of 6 recognizable books

Session Description: The focus is sales management and linking business development investments with company’s growth strategy. The session has two parts: first, discussion of a case study; and, second, a presentation and Q&A about what is and is not changing in sales as a result of online technologies and the implications for sales hiring, training, and performance management practices on customer experience.


Title/Speaker: Adornment and Evolution of the Jewelry Customer: A Summary of Findings from Prototype Jewelry Store/Department Studies  –Paco Underhill

Credential/Bio: Environmental psychologist/Founder of Envirosell. New York Times Bestselling author: “Why We Buy”, “Call of the Mall”.

Session Description: There’s been an “intrusion” in adornment, that lay in the crossover between jewelry and “craft” and that competition for jewelry retail has gotten more interesting. Underhill will take the audience through this growing evolution, and highlight the differences in customer behavior, within the same store, depending upon the location of that store. 


Title/Speaker: Sustainability: A Golden Opportunity – Learnings from European Retailers Pia Heidenmark Cook

Credential/Bio: Senior ESG (environmental, social, and governance) and Sustainability Leader, Former Chief Sustainability Officer, IKEA. Named among top 10 female leaders in sustainability

Session Description: There is a very positive business case for sustainability that creates a benefit for retailers. Pia Heidenmark Cook, former Chief Sustainability Officer of retail giant IKEA, shares learnings in terms of changing customer and employee demands, and market trends. She will also discuss how to use sustainability as a way to drive long-term value creation.


MONDAY, MARCH 11, 2024

KEYNOTE: 10:30AM – 11:30AM

Title/Speaker: Debrief to Win – Robert “Cujo” Teschner

Credential/Bio: Best-Selling Author of “Debrief to Win” and “Building Resilience”, Award-winning fighter pilot and colonel, Former US Air Force expert of post-mission debriefing

Session Description: Accountability is the driver of performance. It’s also tough to achieve, especially in today’s world. In this inspirational keynote, former US Air Force “Top Gun” instructor Robert “Cujo” Teschner will share how high-performance teams ‘de-weaponize’ accountability and harness it to create learning organizations so you can too.

  • Explore why a “Shared Mission” orientation to our work sets up accountability while driving buy-in; 
  • Learn how “Common Purpose” is a motivating force that drives home the importance of the Shared Mission orientation, driving engagement; 
  • Discover how positive, forward-focused accountability can be a force multiplier in an organization, as well as at home, creating teams that win in disruption. 


Title/Speaker: Debrief to Win Workshop – Robert “Cujo” Teschner

Credential/Bio: Best-Selling Author of “Debrief to Win” and “Building Resilience”, Award-winning fighter pilot and colonel, Former US Air Force expert of post-mission debriefing

Session Description: Gain a foundational knowledge of “The Debrief”. Cujo’s engaging breakout session will teach more about accountability as a learning tool. Continuous learning, not continuous improvement is critical to success. Cujo unpacks the full power of the fighter pilot post-mission “Debrief” to help you understand how to build real teams that win. Begin to re-think accountability as a competitive advantage in business.  Explore ways to bring it to life in your organization. 


Title/Speaker: What Responsibility Means Right Now – Tiffany Stevens and Melanie Grant

Credential/Bio: Tiffany Stevens, CEO & General Counsel: Jewelers Vigilance Committee. Melanie Grant, Executive Director: Responsible Jewelry Council

Session Description: There are so many challenges and opportunities today to do better business. Your customers are evolving and the laws dealing with your products are changing. How do you manage to be responsible and compliant while still courting new customers and getting them in the door. Learn about strategies to marry responsible messaging with your own branding and understand the most current laws impacting what you can sell and what you can say. Update on G7.


Title/Speaker: – Aliza Licht

Credential/Bio: Founder of LEAVE YOUR MARK. Brand Marketing, Social Media, and Personal Branding Expert. Bestselling Author of “Leave Your Mark: Land Your Dream Job. Kill It In Your Career. Rock Social Media” and “ON BRAND: Shape Your Narrative. Share Your Vision. Shift Their Perception”. One of Business Insider’s “Top 20 Most Innovative Career Coaches”

Session Description:


Title/Speaker: Case Study Raphael Carty (This learning session will cover 2 time-slots ending at 4pm)

Credential/Bio: Adjunct Professor at NYU Stern Business School and former Harvard marketing professor. Advisor: Branding, Strategic Marketing, GTM Strategy, Positioning, Digital Transformation, Product Management, Applying AI, Product-Market Fit, Demand Generation. 20+ years of marketing in consumer and B2B markets from startups to the Fortune 500.

Session Description:


Title/Speaker: Addressing Important Contextual Shifts in Selling Diamonds – Ivette Nersesyan-Stephanopoulos

Credential/Bio: Vice President, Code of Origin & Trade Services North America, De Beers Group

Session Description: Selling diamonds is a changing landscape. It’s important that retailers understand the contextual shifts that are affecting the category.  Connect each of your clients with the unique story behind their diamond by telling that diamonds story, what makes it unique, rare and personal, as well as the positive impact that it has created for people and the planet. 



Title/Speaker: Trendsetters Talk: The Importance of Ever-Evolving Metal Trends in Fine JewelryMichelle Orman, Severine Ferrari

Credential/Bio: Kevin Reilly, Senior Vice President, Platinum Guild International, USA. Kathy Lee, Editor in Chief of The Zoe Report. Severine Ferrari, Editor in Chief of Engagement 101.

Session Description: A moderated panel will cover a wide range of topics including how metal trends have evolved over the past 100 years, metal considerations when designing for bridal vs. fashion jewelry, and what do those in the know foresee consumers wanting in 2024 and beyond.



Title/Speaker: Between Two Nerds: Setting Jewelers Up For Digital Success Zach Lipsky, Michael Schechter, Jen Cullen Williams

Credential/Bio: Zach Lipsky, President BOSS Logics. Michael Schechter, Vice President OMNI Channel Strategy BOSS Logics. Jen Cullen Williams, JCW Communications.

Session Description: A lively and thought-provoking session that delves into the challenges jewelers face when translating digital possibilities into tangible business outcomes. How can jewelers turn digital possibilities into game-changing realities.










Lori Greiner, Prolific Inventor, Entrepreneur & Shark on ABC’s ‘Shark Tank’ to Deliver Keynote at Symposium ’24

Greiner to Kick-Off a “Never-Before-Seen” Roster of Renowned Authorities

New York – Symposium ’24, the two-day retailer-focused learning forum, presented by The Plumb Club and JCK, with Jewelers Mutual® as the founding sponsor, is pleased to announce that Lori Greiner will deliver the keynote address on Sunday, March 10th, kicking off the event.  Ms. Greiner will be followed by a robust list of renowned authorities providing insightful seminars and case studies across the categories of business, marketing, product, and trends. Details on the full roster of speakers will follow shortly.

Lori Greiner started with one idea and turned it into a multi-million-dollar international brand. She is well known as a self-made inventor and entrepreneur who created and marketed over 1,000 products and holds 120 US and international patents and has a 90% success rate for new items launched. She is recognized as one of the most prolific inventors of retail products of our time and a master brand builder. A leading Shark on ABC’s 4x Emmy Award-winning entrepreneurial business show, Shark Tank, she invests in companies and helps turn people’s dreams into reality. Several of her investments are the highest success stories on Shark Tank to date, having 10 of the top 20 investments. She’s well known for her impeccable negotiating skills and uncanny ability to know, identify, and launch emerging brands.

At the heart of Lori’s own success is a combination of talent, hard work, and perseverance. She is a strong role model for women of all ages and was honored with the Sherry Lansing ‘Woman of the Year’ Award and, by the Paley Center, as an Important Woman in Television. Lori’s international bestseller Invent It, Sell It, Bank It! is a step-by-step guide on how to turn an idea into a million-dollar reality.

The majority of invitations to the limited seating opportunity have been sent by The Plumb Club and seats are already becoming limited for the event, which will extend New York’s week of jewelry festivities, and is conveniently located in midtown Manhattan.

After the keynote address, attendees will customize their daily learning by pre-registering for a mix of relevant topics across varied learning tracks. Each day’s curriculum will end with a social gathering filled with meaningful conversation and learning exchanges at a networking cocktail reception. Lunches will be provided and refreshments served throughout the day.

Retailers wishing to put in a request for consideration should email

The Plumb Club, JCK, and Jewelers Mutual to Introduce Exclusive 2-Day Retail Learning Forum in 2024

Symposium ’24 To Coincide with NY Jewelry Week Events

New York – The Plumb Club is pleased to partner with JCK, and welcome Jewelers Mutual® as the founding sponsor, to introduce an exclusive two-day retailer-focused learning forum titled “Symposium ‘24”. The inaugural leadership event will take place on March 10th and 11th, 2024, extending New York’s week of jewelry festivities, and be conveniently located in midtown Manhattan within close proximity to other industry meetings and celebrations. Industry leaders, top retail executives and key buyers will be personally invited by The Plumb Club to this limited seating educational opportunity.

A Symposium Content Committee has been formed to identify opportunities and issues relevant to the jewelry industry and develop idea generating and solution-based topics. Leading world-class authorities will be brought in to provide seminars, talks and round-table discussions across a variety of jewelry-relevant learning tracks including general business, the newest insights in marketing, as well as current trends impacting both merchandising and product mix.

Roger Forman, president of The Plumb Club, as well as its member, Marathon Company, says, “An informed and knowledgeable industry is beneficial for everyone involved in it, from retail C-suite executives to the key personnel making purchasing decisions. Helping them stay current with the most up-to-date insights and upcoming trends across a variety of categories is key. Symposium ‘24 further connects with two key pillars of The Plumb Club, which are education and innovation in the jewelry space.”

Attendees will be treated to a sumptuous daily breakfast, followed by a keynote address from a renowned speaker. Attendees will then customize their daily learning by pre-registering for a mix of relevant topics across the varied learning tracks. The day’s curriculum will end with a social gathering filled with meaningful conversation and learning exchanges at a networking cocktail reception. Lunches will be provided and refreshments served throughout the day.

“JCK is pleased to join our longtime partner The Plumb Club, to address the needs of their retail partners, providing retailers an opportunity to learn and gain industry education and insights while already in New York City for fashion week and other jewelry industry events,’ said Sarin Bachmann, group vice president RX jewelry group. Our mission at JCK is to continue to foster business growth within the jewelry industry and we are excited to see the Symposium deliver added value to this select audience.”

Krystle Craycraft, Jewelers Mutual’s senior vice president of marketing and digital adds, “We are thrilled to be the founding sponsor of Symposium ’24, an exceptional educational opportunity for retail buyers. This event perfectly aligns with our commitment to support and empower those in the jewelry industry. We look forward to fostering meaningful connections, driving innovation and providing invaluable insights to industry leaders and key buyers attending this signature event.”

Retailers wishing to put in a request for consideration should email

        Looking forward to seeing you in March!