Wisely Webinar Series

Lunch & Give Back a Bunch

This holiday season, Wisely introduces a lunch & learn series with a unique perk for participants—helping fight hunger during the pandemic.
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Sessions are offered through December 2020. Can't join but still want to get involved?
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Enjoy Lunch
Registered participants will receive a $25 e-gift the day before the session for lunch on us—sent to the business email address used to register.
Wisely Donates to Food Gatherers
For each registered participant, Wisely will donate $25 to Food Gatherers which exists to alleviate hunger and eliminate its causes in the Ann Arbor community (home of Wisely's HQ).
Webinar Sessions

Lunch & Learn Series

Register for a session(s) below and while you just might learn a thing or two, we're also happy to buy you lunch. Participants will receive an e-gift the day before the session.
Webinar #
1
December 10, 2020 1:00 PM
EST
Date To Be Announced
CFO Roundtable: The CLV Playbook for Restaurants
In other industries, like retail, brands optimize everything around Customer Lifetime Value (CLV). CLV is the predicted cash flow from a guest, based on their recency, frequency, and spend. Professor Peter Fader from Wharton pioneered the field nearly 20 years ago, and his work is used in tech, e-commerce, and hedge funds to help leaders fine-tune day-to-day operations. So how can restaurants adopt CLV? CFOs from leading brands discuss their playbooks with Fader and Wisely’s CEO Mike Vichich.
In partnership with
Peter Fader
Professor & Author

Peter Fader is the Frances and Pei-Yuan Chia Professor of Marketing at The Wharton School of the University of Pennsylvania. His expertise centers around the analysis of behavioral data to understand and forecast customer shopping/purchasing activities. He works with firms from a wide range of industries, such as telecommunications, financial services, gaming/entertainment, retailing, and pharmaceuticals. Managerial applications focus on topics such as customer relationship management, lifetime value of the customer, and sales forecasting for new products. Much of his research highlights the consistent (but often surprising) behavioral patterns that exist across these industries and other seemingly different domains. In addition to his various roles and responsibilities at Wharton, Professor Fader co-founded a predictive analytics firm (Zodiac) in 2015, which was sold to Nike in 2018. He then co-founded (and continues to run) Theta Equity Partners to commercialize his more recent work on “customer-based corporate valuation.” Fader is the author of “Customer Centricity: Focus on the Right Customers for Strategic Advantage” (2020) and co-authored “The Customer Centricity Playbook” with Sarah Toms (2018). He has won many awards for his research and teaching accomplishments. Among these achievements, he was named by Advertising Age as one of its inaugural “25 Marketing Technology Trailblazers” in 2017, and was the only academic on the list.

Matt Wilber
CFO
bartaco

Matt Wilber is CFO of the bartaco and has over thirty years of restaurant experience. His specialty has been transforming slow growth founder-owned restaurants into high growth private equity-owned restaurant chains. Each brand he has worked with has grown by more than four times their size during his tenure with them. Matt has been the CFO of Souper Salad, Flat Out Crazy, and Barteca Restaurant Group. He has also been the CFO of Goode Partners, and was the manager in charge of the San Antonio restaurant practice for Deloitte. Matt has experienced the restaurant industry from the perspective of an auditor, working for a private equity firm, consultant, owner/investor, restaurant manager, and as a CFO. He has been involved in numerous capital raises, debt restructures, mergers, and acquisitions.

Paul Potvin
MBA, CPA - CFO
California Fish Grill

Mr. Potvin has been the Chief Financial Officer for California Fish Grill since 2014. Mr. Potvin has over 19 years of experience in the restaurant industry. He served as Chief Financial Officer of Elephant Bar Restaurant from 2006–2014 and Patina Group/Restaurant Associates from 2001-2006. From 1998-2001, he served as Director of Finance for Acapulco Restaurants and Controller for the combined Acapulco/El Torito Restaurants. Before entering the restaurant business, Mr. Potvin was part of Mattel, Inc doing SEC Report and Worldwide Consolidation. Additionally, he started his career as an auditor for Deloitte & Touche LLP. He holds a MBA in finance from Loyola Marymount University and an undergraduate degree in Business Economics from UC Santa Barbara.

Webinar #
2
December 15, 2020 1:00 PM
EST
Date To Be Announced
Tech Roadmap Best Practices for Restaurants
The accelerated digital transformation of restaurants today is fueling what will be possible in the next phase of the industry’s evolution. As integrations are simplified, systems become more flexible, and data is made more accessible via CRM and CDP solutions…businesses will move forward, faster. So how are trailblazing brands building a tech roadmap for what lies ahead and what pitfalls can be avoided? Join Wisely for a conversation to learn more.
In partnership with
Matt Eisenacher
SVP of Brand Strategy & Innovation
First Watch Restaurants

Matt Eisenacher is currently the Senior Vice President, Brand Strategy and Innovation at First Watch Restaurants. Prior to joining First Watch in 2019, Matt was the Chief Concept Officer for Piada Italian Street Food based in Columbus, Ohio where he was responsible for the branding, marketing, IT and business development efforts as the concept expanded nationwide from 16 units in 2013 to 41 in 2019. Prior to joining Piada, Matt spent 12+ years in the Consumer-Packaged Goods industry across a variety of food & nutrition brands working for Nestle USA, PricewaterhouseCoopers LLP and Abbott Nutrition. Matt received a Bachelor’s degree in Finance and Management from Ohio University and his MBA, specializing in Marketing, from The Ohio State University.

Arun Nagarajan
CTO
BigSpring

Arun is the CTO at BigSpring, a startup that is focused on lifelong learning with a focus on ROI. Before BigSpring, Arun led large teams and product areas at Uber where he was part of the founding team on Uber Eats. Arun helped Eats grow from 0 to $30b in GMV across 30 countries. Prior to that he was a Tech Lead at Google on the Developer Platform team. Arun has also worked at mobile startups in both enterprise and consumer areas. Arun has a BS in Computer Science from Johns Hopkins and lives in the suburbs outside New York City.

Webinar #
3
December 16, 2020 1:00 PM
EST
Date To Be Announced
A Restaurant Retrospective: The Good News from 2020
The year 2020...one for the record books for a lot of reasons but in this panel we're focusing on the brighter side. In this retrospective, we'll shine the spotlight on the restaurant industry for the creativity and willingness to experiment leaders in the space have shown. From opening ghost kitchens and launching virtual brands to rolling out new tech at a record pace...there are a lot of wins and lessons learned that will shape the industry for years to come. Join Wisely’s CEO Mike Vichich as he talks to restaurateur, chef, and entrepreneur Kimbal Musk who owns The Kitchen Restaurant Group.
In partnership with
Kimbal Musk
Co-Founder & Executive Chairman
The Kitchen, Big Green, Square Roots

Kimbal Musk is chef, restaurateur, philanthropist, and real food entrepreneur. His personal mission is to pursue an America where everyone has access to real food. Mr. Musk has been named a Global Social Entrepreneur by the World Economic Forum. He is the Co-Founder and CEO of The Kitchen Restaurant Group and is the Co-Founder and Executive Chairman of Big Green and Square Roots.

The Kitchen Restaurant Group -- with its three concepts Next Door, Hedge Row, and The Kitchen -- serves real food at every price point and has created hundreds of mission driven jobs. The restaurants source sustainably grown food from American farmers, stimulating the local farm economy to the tune of millions of dollars a year. Mr. Musk's non-profit organization, Big Green, builds permanent, outdoor Learning Garden classrooms in hundreds of underserved schools across America reaching over 350,000 students everyday. His tech-enabled food company, Square Roots, builds urban farms in climate-controlled shipping containers with the mission to bring real food to people in cities around the world by empowering next-gen farmers.

Mr. Musk is on the board for Tesla and SpaceX. Follow him on Twitter @Kimbal and Instagram @KimbalMusk.

Webinar #
4
December 17, 2020 1:00 PM
EST
Date To Be Announced
The Future of Loyalty
Traditional loyalty programs are typically very transactional—you do this, we’ll give you that. There was a time when rewards, perks, and coupons were not only widely accepted as the go-to trick of the restaurant marketing trade...but darn near required. What will the future of loyalty look like? Join Wisely’s CEO Mike Vichich as he explores how today’s leading brands are pioneering new ways to drive loyalty—turning transactions into relationships and proving ROI without discounts, apps, and LTOs.
In partnership with
Gretchen Thomas
VP of Creative for Barcelona Restaurants

Gretchen Thomas is the Vice President of Creative for Barcelona Restaurants. Thomas was previously the Wine & Spirits Director of Barteca Restaurant Group, the parent company of Barcelona Wine Bar and Bartaco, which was acquired by DFRG in 2018. Then she went on to be VP of Beverage at DFRG overseeing all beverage programs until the company sold in 2019. At Barteca, Thomas built the beverage programs for Barcelona Wine Bar and bartaco over her 14-year tenure. For Barcelona, she continues to oversee one of the largest Spanish wine programs in the United States. Thomas also manages all spirits and beer selections, and all cocktail creations. In her new creative role, she now oversees all food innovations, marketing strategies, and purchasing initiatives. Her drive and ingenuity lead to the creation of the blend for Libélula, the house tequila for the much-awarded margarita at bartaco. Thomas initially envisioned becoming a chef and is a graduate of the Culinary Institute of America, where she was Valedictorian of her class, recipient of the Kopf Achievement Award, and a resident Wine Tutor. She has obtained various levels of certifications from WSET, CMS, CSW, WSG and NOSA. She is a certified Sherry Specialist, certified Spanish Wine Educator from the Wine Academy of Spain, where she scored in the top 15 in the world, as well as earned highest honors as a Spanish Wine Scholar. Thomas currently lives in Easton, CT with her husband, daughter, and four pets.

Nicole Bushnell
CMO
Punch Bowl Social

Nicole Bushnell is born and bred in the restaurant industry with over 20 year’s experience building brand loyalty and growing multi-unit restaurant brands. Bushnell has recently joined the Punch Bowl Social team as Chief Marketing Officer where she leads all brand and marketing activities across the country. Prior to Punch Bowl Social, Bushnell served as Chief Marketing Officer for Garden Fresh Restaurants where she lead all brand strategy, e-commerce, and loyalty platforms. Preceding her work at Garden Fresh Restaurants she was VP of Marketing at Lung Grill restaurants where during her tenure the chain grew from 18 to 51 locations. With Bushnell’s deep expertise in the restaurant industry she has a proficiency in evolving both legacy and emerging brands through the integration of innovative marketing and operations solutions.

Give Back a Bunch

Fighting Hunger During the Pandemic

Food Gatherers is a Michigan nonprofit based in Wisely’s backyard and since the onset of the pandemic, they’ve seen a 300% increase in people seeking support and they’ve been distributing more than 700,000 pounds of food each month.

As part of the Lunch & Give Back a Bunch series, Wisely will donate $25 per registered participant to Food Gatherers.
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