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Program Economics

ADVANCED LOYALTY EDUCATION COURSE

COURSE OVERVIEW

This one-day intensive course, delivered by the Australian Loyalty Association (ALA), provides a comprehensive understanding of how to model, predict, and optimise the financial performance of loyalty and customer engagement programs.

Designed for loyalty, marketing, and finance professionals, the course focuses on linking customer behaviour with commercial outcomes using forecasting tools, Customer Lifetime Value (CLV) models, and ROI analysis. Through a combination of expert-led instruction, case studies, and hands-on exercises, participants will learn how to turn data into actionable insights that guide investment decisions and improve profitability.

Course Outline

As loyalty programs mature, leaders are increasingly challenged to demonstrate measurable business value. This course equips participants to forecast performance, quantify the financial impact of loyalty initiatives, and make informed investment decisions. By the end of the day, participants will understand how to build and interpret commercial models for loyalty programs, apply CLV frameworks to measure member profitability and retention, use forecasting and ROI analysis to guide investment and optimisation decisions, and identify financial risks and opportunities to strengthen program performance. This is a must-attend course for professionals working across Retail, Travel, Banking, Hospitality, and Utilities sectors.

Who Should Attend

  • Loyalty and CRM managers
  • Marketing and finance professionals
  • Data and insights specialists
  • Senior leaders responsible for program performance and profitability

Course Format

Delivered through a mix of expert-led instruction, interactive exercises, and real-world case studies, this course bridges the gap between data analysis and commercial strategy.

Participants will engage in practical forecasting activities and collaborative discussions designed to enhance understanding and enable immediate application of financial tools and techniques within their organisation.

Course Outcomes

  • Gain a solid understanding of forecasting principles in loyalty and marketing.
  • Develop practical skills to model program performance and ROI.
  • Learn to communicate financial insights clearly to business stakeholders.
  • Strengthen decision-making using data-driven frameworks.
  • Leave with tools and confidence to demonstrate the commercial value of loyalty programs.

The ALA Customer Loyalty Education Course is
endorsed by the Australian Marketing Institute (AMI).

Join Our Next Intake

Our next Sydney intake commences on 19 February 2026.
Please book early to secure your place, as spots are limited.

Professional Accreditation

Accredited by the Australian Loyalty Association and  the Australian Marketing Institute (AMI)

2022 Melbourne Course participants.
COURSE MODULES

Introduction

Morning 9:30am - 12:15pm

Modules TBC

Afternoon 1:00pm - 3:30pm

COURSE FEES
FULL PRICE

$890 per student

All pricing excludes GST and includes booking fees. Prices are in Australian Dollars (AUD).

Private Sessions for 5+ Attendees are available, please contact us at events@australianloyaltyassociation.com

10% discount is available for sponsors and associates of ALA.

For further details, contact Australian Loyalty Association on 03 9681 9429/ 0438 923 300 or events@australianloyaltyassociation.com

View our Terms & Conditions.

COURSE FACILITATOR

David Parsons - Guest Facilitator

DAVID PARSONS

David has over 20 years’ experience in loyalty, data and customer strategy, gained through senior roles in global loyalty, consulting and marketing organisations. Before co-founding Ellipsis, he held executive positions leading major customer programs for brands across banking, retail, insurance, travel and telecommunications in Australia, Europe and the Asia Pacific region.

Throughout his career, David has developed deep expertise in customer-centric strategy and data-led decision making, working with some of the world’s best-known brands to improve loyalty performance and commercial outcomes. His experience has shown both the powerful impact of true customer-centricity — and how challenging it can be for organisations to achieve without specialist support.

David is a long-standing contributor to the global loyalty community and has led more than 100 customer and loyalty projects across multiple markets, combining practical experience with rigorous, evidence-based insight.

In 2014, David co-founded Ellipsis, The Loyalty Experts®, an organisation dedicated to helping companies navigate the journey to customer-centricity through data-driven strategy, loyalty design and performance optimisation.

David Parsons - Guest Facilitator

DAVID PARSONS

David has over 20 years’ experience in loyalty, data and customer strategy, gained through senior roles in global loyalty, consulting and marketing organisations. Before co-founding Ellipsis, he held executive positions leading major customer programs for brands across banking, retail, insurance, travel and telecommunications in Australia, Europe and the Asia Pacific region.

Throughout his career, David has developed deep expertise in customer-centric strategy and data-led decision making, working with some of the world’s best-known brands to improve loyalty performance and commercial outcomes. His experience has shown both the powerful impact of true customer-centricity — and how challenging it can be for organisations to achieve without specialist support.

David is a long-standing contributor to the global loyalty community and has led more than 100 customer and loyalty projects across multiple markets, combining practical experience with rigorous, evidence-based insight.

In 2014, David co-founded Ellipsis, The Loyalty Experts®, an organisation dedicated to helping companies navigate the journey to customer-centricity through data-driven strategy, loyalty design and performance optimisation.

COURSE FACILITATOR

SARAH RICHARDSON

Sarah has over 20 years experience in the corporate world, with wide industry knowledge gained working in senior marketing and customer loyalty roles in organisations such as Telstra, Suncorp, Australia Post and Myer, and also enjoyed her time working as the CRM director at Sapient Nitro. 

In 2012 Sarah started Global Loyalty, now Sciensa Loyalty, an organisation that specialises in strategy development, planning and implementation of customer loyalty enhancement projects.

Sarah has tutored Direct Marketing at (QUT), held the position of QLD State Chairman of ADMA for many years and wrote a white paper on loyalty principles with The Australian Centre for Retail Studies (ACRS) at Monash University.

In 2012 Sarah started the Australian Loyalty Association (ALA) an organisation established to provide thought leadership, education and networking opportunities to those working in the loyalty industry. In 2022 the ALA commissioned the largest research project ever conducted in Australia, giving the market deep consumer insights with which to build effective customer loyalty into the future.

SARAH RICHARDSON

Sarah has over 20 years experience in the corporate world, with wide industry knowledge gained working in senior marketing and customer loyalty roles in organisations such as Telstra, Suncorp, Australia Post and Myer, and also enjoyed her time working as the CRM director at Sapient Nitro. 

In 2012 Sarah started Global Loyalty, now Sciensa Loyalty, an organisation that specialises in strategy development, planning and implementation of customer loyalty enhancement projects.

Sarah has tutored Direct Marketing at (QUT), held the position of QLD State Chairman of ADMA for many years and wrote a white paper on loyalty principles with The Australian Centre for Retail Studies (ACRS) at Monash University.

In 2012 Sarah started the Australian Loyalty Association (ALA) an organisation established to provide thought leadership, education and networking opportunities to those working in the loyalty industry. In 2022 the ALA commissioned the largest research project ever conducted in Australia, giving the market deep consumer insights with which to build effective customer loyalty into the future.

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Australian Loyalty Association’s Official Loyalty Consultancy Partner

Ellipsis is ALA’s exclusive loyalty consultancy partner, focused on finding the ROI in your existing or new loyalty program. Drawing on proprietary benchmarks built from 125 million loyalty members across 40 countries.
 
Access trusted expertise from one of the region’s leading specialist loyalty consultancies.

THE ELLIPSIS APPROACH

Find the Hidden Margin
We quantify what your loyalty program is worth today, and how much more it could deliver, using your own customer data and our proprietary benchmarks.
 
Design and Test the Strategy
We build loyalty strategies suited to your business, and stress-test them against your customer data before they ever reach the field.
 
Launch, Scale and Optimise
We help you launch with confidence, scale efficiently, and keep improving performance as your market, customers and competitors move.