Chief Strategy OfficerDefining Direction, Inciting Vision, Executing Strategy

December 5 & 6, 2013New York, NY

Previous Speakers:

Previous Speakers

• Associate Deputy Administrator, Strategy & Policy, NASA

• Chief Strategy Officer,, Lenovo

• SVP, Strategy, Business Intelligence & Finance, Comcast

• Worldwide Director, Enterprise Innovation, Hewlett-Packard

• Chief Operating Officer, Societe Generale• Chief Innovation Officer, Dell

• SVP, Corporate Strategy & Development, National Geographic

• Chief Strategy Officer, Urban Outfitters

• Chief Strategy Officer, USAA

• Senior Director, Strategy & Corporate Development, US Cellular

• Managing Director, Digital Strategy, Harvard Business Review

• Global Head of Strategy, Bloomberg

• Chief Executive Officer, Chartbeat

• Director, Strategy, Novelis

• Senior Manager, Partner Operations & Strategy, Google

• Group Strategy & Operations, Federal Reserve Bank of NY

Past Delegates include• Chief Strategy Officer- Xerox• VP, Corporate Strategy- Paypal• Head of Strategy - HSBC• VP, Strategy - GlaxoSmithKline• Director, Global Strategy - Wrigley• Senior Director, Strategy - Boeing

Who Will You Meet There is no question that IE. provides the gold standard events in the industry and will connect you with decision makers within the analytics industry. You will be meeting senior level executives from major corporations and innovative small to medium size companies.

Job Title Of Attendees

President/Principal

SVP/VP

C-Level

Snr. Director/Director

Global Head/ Head

Snr. Manager/Manager

Academic (1%)

78%

1000+ Employees300-999 Employees50-299 EmployeesLess than 49 Employees

Company Size Of Attendees

8%

11%

25%56% 81%Attendees are

companies with at least 300

employees

3%

21%

12%

42%

13%

8%

Attendees are at Director level or above

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Previous Speakers

Adam is a strategic business development and marketing professional with more than 20 years experience, domestically and internationally, in media and technology. Adam leads National Geographic’s strategic planning and business development efforts across digital, publishing, travel, games, and commerce. Adam and his team leverage existing and newly developed assets to expand the National Geographic brand into new businesses. Previously with Discovery Communications and Travel Channel, Adam led the strategic shift into new areas beyond television. Including digital partnerships and acquisitions, Travel Channel Academy and Studios, and mobile development.

Convergence or Divergence – Strategies for succeeding across multiple channels and multiple customer sets

As National Geographic Society turns 125 years old, we are facing a marketplace more diverse and fractured than ever before in history. With the explosion of distribution channels, consumption devices, and content creators – what role does a media brand (or any brand for that matter) play going forward? Founded on the mission of exploration and education, we are entering a new age of both. We are redefining what it means to be a member to the society as well as an explorer. This has required us to develop a strategic framework for balancing the old and the new across marketing, product development, and philanthropy.

Adam Sutherland,SVP, Strategy & DevelopmentNational Geographic

Jeremy Hill is the Chief Operating Officer of the Societe Generale Research and Strategy Department (SG Americas Securities) responsible for developing and running the equities, credit, rates, economics, quantitative, and FX research platforms. Prior to this role, Mr. Hill was the Head of Investment Banking Compliance for Societe Generale in London, UK. Before that he held regulatory risk management roles at both Banc of America Securities and Credit Suisse. Mr. Hill previously worked as an attorney at Coudert Brothers focusing on corporate and merger transactions. He started his career at the boutique investment bank BlueStone Capital Partners covering internet sectors. Mr. Hill is a graduate of Fordham University School of Law. Digital Marketing Innovation: A Strategic Imperative

Focus on the Incentives: Growing in Uncertain Times

A focus on the Incentives: when planning strategic direction, incentives must be considered from the outset.  But incentives as part of strategy do not exist in the abstract.   Instead, corporations and their officers responsible for strategic decisions, must consider the economic context and macro environment.   Grow in a down cycle?   Stay put?   Using the right incentives and knowing your macro will help any strategic plans meet their potential.   Buckle up.

Jeremy HillCOO, Research & Strategy DepartmentSociete Generale

Qingtong Zhou is chief strategy officer, and VP, of Lenovo – the world’s second largest PC company with revenues of $29 billion. He is responsible for leading the development and implementation of global corporate strategy. In addition, he drives post-merger management activities around the world. Since joining Lenovo in 2001, Qingtong has served as VP and CFO of Lenovo’s Asia Pacific and Latin America, Emerging Markets, Greater China & Russia, and Greater China geographies. Qingtong holds a M.B.A. from the University of Chicago's Graduate School of Business and a Master of Management Engineering from Tsinghua University's School of Economics & Management.

Qingtong Zhou Chief Strategy OfficerLenovo

Protecting and Attacking Into Industry Leadership

2008 and 2009 were difficult times.  Only a few years into integrating its audacious acquisition of IBM’s PC business and vulnerable to weaknesses in China and global commercial IT spending, Lenovo was hit particularly hard.  Faced with hard realities, Lenovo developed its “Protect and Attack” strategy – and realigned its business to support that strategy. Qingtong Zhou, Vice President, Corporate Strategy, will discuss how Lenovo’s strategy guides the company’s decision-making – including the role M&A plays as another expression of the Attack part of the strategy – and share valuable lessons learned.

Previous Speakers

As the National Aeronautics and Space Administration’s Associate Deputy Administrator for Strategy and Policy, Dr. Keiser reports directly to the Deputy Administrator and supervises the Office of Strategy Formulation. She serves as the coordinator for agency-level policy and strategy efforts. She helps implement a wide range of initiatives in support of NASA's goals, and integrates the efforts of the Agency's various strategic planning offices to ensure consistency with the White House and legislative direction. Dr. Keiser earned a Bachelor of Arts in Japanese Studies, a Master of Science in Politics of the World Economy, and a doctorate in International Studies.

NASA’s Strategic Direction

Few U.S. Government agencies are as iconic as NASA, which put the first human on the moon eleven years after its creation and whose very existence is synonymous with human spaceflight (HSF).   What should NASA’s strategic direction be now that the Space Shuttle program has ended?  The first part of this presentation will address the environment the agency is operating in as it transfers its low Earth orbit HSF technologies to the commercial sector while fostering its science, research, and aeronautics missions.  The second part of the presentation will describe the challenges and some initial achievements of the newly created Office of Strategy Formulation and its mission to integrate the work of internal and external stakeholders to formulate agency strategy.

Rebecca Spyke Keiser,Associate Deputy Administrator, StrategyNASA

Inder M. Singh is Senior Vice President, Strategy, Finance and Business Intelligence at Comcast Corporation. In his role which he tool in Jan 2012, Inder is responsible for Comcast Cable’s Strategy, Business Intelligence (Big Data), New Business Development, Marketing finance, long range planning, and CFO support for all products. Inder previously served as Vice President of Capital Structure and Corporate Portfolio Management for Cisco Systems. In that role, he helped to oversee the company’s corporate portfolio management and the development and deployment of portfolio management across its business and technology segments. His experience includes 20 years of Finance and Business experience on Wall Street and with leaders like American Express and AT&T. Inder holds a Master of Science in Engineering and a Bachelor of Science in Engineering, both

of which he earned from Columbia University, and an MBA in Finance from New York University’s Leonard N. Stern School of Business.

Innovation and Incubation in a Large Organization

Product and business model innovation provides as vital an engine for growth in a large organization as in a younger, fast-growing company. Indeed, as market share gains become more difficult, the ability to expand into attractive adjacent markets and businesses becomes a critical determinant of growth success. Long-term strategic plans must consider the role of innovation, while ensuring the right balance of investment in an organization’s more mature profit engines.

Inder SinghSVP, Strategy, BI & FinanceComcast

Phil Leininger is the Chief Strategy Officer for USAA, whose mission is to facilitate the financial security of its members within the military community. As Vice President of Enterprise Strategy and Planning, Phil works with company leadership in the development and refinement of USAA’s strategic focus, fostering collaborative decision-making and operational alignment, ensuring enterprise accountability of strategy execution. Phil has held various underwriting, pricing, and product management leadership roles within the USAA CFO and Property & Casualty Insurance organizations. He earned a bachelor degree in psychology from Howard Payne University, where he also played baseball, and is a Chartered P&C Underwriter (CPCU) who holds Associate in Personal Insurance (API) and Certificate of General Insurance (INS) designations.

Philip D. LeiningerChief Strategy OfficerUSAA

Member-First Strategy

A customer-focused strategy: where art and aspiration inevitably collide with the laws of business physics. Or does it have to? Even with the right focus—loyalty to a single mission or purpose—you still contend with the ability to meet customer needs today, yet remain viable and strong so you have a future. It takes alignment and collaborative integration across all areas of the business. Developing the strategy—as well as the investment commitment and decisions you make—have to be centered around a common purpose, and balanced enough to achieve your long-term vision. For USAA, it’s a Member-First Strategy.

The Information

For larger groups or special requests contact Hannah by calling +1 (415) 992 5352 or email zyasin@theiegroup.com * Team discounts are applicable at the point of registration only.

Ways to Register

Silver Pass

$1595Access to all sessions &

networking event

$1395Early Bird Price(before Oct 4)

Diamond Pass

$2095Access to all sessions, networking events, annual subscription to IE.

membership & Strategic Analysis Report

$1895Early Bird Price(before Oct 4)

Gold Pass

$1895Access to all sessions, networking

events & annual subscription to IE. membership

$1695Early Bird Price(before Oct 4)

+1 415 992 5352 +1 (415) 992 7502

https://theinnovationenterprise.com/summits/chief-strategy-officer-summit-new-york/registration

Group Discount Offers3 Silver Passes: $3300 ($1100 per attendee)5 Silver Passes: $4750 ($950 per attendee)3 Gold Passes: $4200 ($1400 per attendee)5 Gold Passes: $6250 ($1250 per attendee)3 Diamond Passes: $4800 ($1600 per attendee)5 Diamond Passes: $7250 ($1450 per attendee)

Registration Pricing

Chief Strategy Officer Summit

Date: December 5 & 6, 2013Location: New York, NY

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Schedule

Networking Drinks 17.00 - 19.00

December 6

Session One 08.30 - 10.00

Coffee Break 10.00 - 10.30

Session Two 10.30 - 12.00

Lunch 12.00 - 13.30

Session Three 13.30 - 15.00

Coffee Break 15.00 - 15.30

Session Four 15.30 - 17.00

Day Two

December 5Day One 08.30

10.00

10.30

12.00

13.30

15.00

15.30

17.00

19.00

08.30

10.00

10.30

12.00

13.30

15.00

15.30

17.00

Session Five 08.30 - 10.00

Coffee Break 10.00 - 10.30

Session Six 10.30 - 12.00

Lunch 12.00 - 13.30

Session Seven 13.30 - 15.00

Coffee Break 15.00 - 15.30

Session Eight 15.30 - 17.00

Sponsors

For more information, contact us at pcurtis@theiegroup.com

Confirmed Gold Sponsor Previous Gold Sponsor

Previous Bronze Sponsor

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Previous Gold Sponsor

Sponsors

Previous Panel Sponsor Previous Workshop Sponsor

Previous Roundtable Sponsor

InternationalMergeCo

Previous Exhibitor

For more information, contact us at pcurtis@theiegroup.com F TI L

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1. Delegate Information...

2. Pass Types...Early Bird Pass Options until October 4, 2013

Early Bird Silver: $1395 Attendees ____ Early Bird Gold: $1695 Attendees ____ Early Bird Diamond: $1895 Attendees ____

Regular Pass Options after October 4, 2013 Silver Pass: $1595 Attendees ____ Gold Pass: $1895 Attendees ____ Diamond Pass: $2095 Attendees ____

Group Discount Pass Options 3 Silver Passes $3300 ($1100 per attendee) 5 Silver Passes $4750 ($950 per attendee) 3 Gold Passes $4200 ($1400 per attendee) 5 Gold Passes $6250 ($1250 per attendee) 3 Diamond Passes $4800 ($1600 per attendee) 5 Diamond Passes $7250 ($1450 per attendee)

For larger groups or special requests contact Zain Yasin on +1 (415) 992 5352 or email zyasin@theiegroup.comGroup passes only available when all participants register together.

Pass Descriptions:Silver Pass: Access to all sessions & networking eventsGold Pass: Access to all sessions, networking events & annual subscription to IE. membershipDiamond Pass: Access to all sessions, networking events, annual subscription to IE. membership & Strategic Analysis Report

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Prices are exclusive of VAT. Places are transferable without any charge to another Summit occurring within 12 months of the original purchase. Team discounts are applicable at the point of registration only. Any cancellations within a group registration will in turn incur an increase in registration fee for the remaining group participants. Cancellations before October 28, 2013 incur an administrative charge of 50%. If you cancel your registration after October 28, 2013 you will be charged the full fee. You must notify The Innovation Enterprise in writing of a cancellation, or you will be charged the full fee. The Innovation Enterprise reserve the right to make changes to the program without notice. NB: FULL PAYMENT MUST BE RECEIVED BEFORE THE EVENT.

Registration FormChief Strategy Officer SummitDecember 5 & 6, 2013 | New York, NY For registration or more information on the program, please call Zain on +1 (415) 992 5352, or fax this registration form to +1 (323) 446 7673

3. Payment Options...

Partnership Opportunities: Pip Curtis | pcurtis@theiegroup.com | +1415 992 5349 Attendee Invitation: Sean Foreman | sforeman@theiegroup.com | +1415 692 5514

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