Chief Strategy Officer Summit

Creating & Implementing Innovative Strategy May 21 & 22, 2015

Hyatt Regency, San Francisco

Confirmed Speakers

Speakers

• Chief Strategy Officer, Boeing • Chief Strategy Officer, US Federal Government • Chief Strategy Officer, New York Economic

Development Corporation • Chief Strategy Officer, Northeastern University • Chief Strategy Officer, Pacific Continental Bank • Chief Strategy Officer, McGraw-Hill Financial • Chief, Workforce Strategy & Planning, CIA • Chief Executive Officer, Bishop- Lyons

Entertainment • Chief Operating Officer, Electronic Arts • Chief Knowledge Officer, US Army • Chief Revenue Officer, MasterCard • Chief Product Officer, USAA • Managing Director, Bank of America Merrill Lynch

• Global Head of Mobile & Technology Strategy, Facebook

• Head of Strategy, Havas Media • Head of Strategy, Goldman Sachs • Head of Strategy, Pfizer • Head of Strategy, Goldman Sachs • Senior Vice President, Product Strategy, Time Inc • Senior Vice President, Strategy & Planning,

Navistar • Senior Vice President, Aurora HealthCare • Senior Vice President, Strategy, News Corp • Vice President, Strategic Planning, SunTrust • Principal, Quid • CEO, 9 Lenses • Former Chief Strategy Officer Summit, Honeywell

Past Delegates Include

• VP, Samsung

• Head of Global Business Strategy, Google

• VP, Strategy, Mastercard Worldwide

• CSO, Kimberly-Clark

• Director, Strategy & Planning, Hewlett Packard

• SVP, New Ventures, Toys R Us

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%)

82%

Company Size Of Attendees

8%

11%

25%56%

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

81% Attendees are

companies with at least 300 employees

3%

21%

12%

42%

13%

8%

Attendees are at Director level or above

F TI L

As Chief Strategy Officer's we know that your role is vital as you strive to succeed in formulating innovative strategies, implementing them effectively and managing the changes that ensue, inside your organization and out.

In 2015 this summit will focus on helping you to achieve these goals through sharing success (and failure) stories, all alongside interactive

workshops, industry led case studies and ample networking opportunities.

Presentations will focus on: Defining Strategy in your Role & in your Organization, Change Management, Implementation vs. Execution, Integrating Strategy with Innovation, Deploying New Strategies & many more of the key challenges you face.

About The Summit

Confirmed Speakers

Sean Gallagher is the Chief Strategy Officer for Northeastern University’s Global Network. Northeastern is one of the largest and most innovative private research universities in the U.S. and the global leader in experiential learning. Sean is a nationally recognized expert on strategy and innovation in higher education, with 15 years of experience as a consultant, manager, and administrator. Since joining Northeastern in 2009, Sean has built a central strategy and business development function unique among major U.S. universities, working across colleges, schools, and academic domains to catalyze and launch new initiatives; enter new geographic markets; and to support growth through market analysis, partnerships, and strategic planning.

Internal Entrepreneurship as a Vehicle for Strategic Growth: From “Skunkworks” to Execution

Strategy executives are increasingly charged with developing new markets and lines of business to drive growth and business model innovation. One way of achieving this – outside of traditional internal structures or avenues such as M&A – is creating internal innovation units that incubate and launch new initiatives adjacent to the core business. This process of innovating outside the core presents challenges and opportunities. This session reviews general best practices and case-based lessons learned from creating internal entrepreneurial initiatives within a large organization. Themes addressed include s t r u c t u r e , i n c e n t i ve s , c h a n g e m a n a g e m e n t , culture,product/business development, the role of talent, and data-driven decision-making.

Sean Gallagher Chief Strategy Officer Northeastern University

Andrew Bishop CEO Bishop-Lyons Entertainment

An award winning entertainment industry veteran with over 17 years of experience, Andrew's expertise ranges from interactive media & Web 2.0 strategy, advertising, marketing, film, television, animation & commercial production and business development. He is at the forefront of digital convergence and is an expert in multi-platform distribution, creative content development and Social Media strategy.

How 'Third World' Innovation is Improving Our World

Supporting a borderless world; defined by the universal power of innovation and the imagination that exists in all people. This presentation discusses the ways in which 'third world' innovation inspires and improves 'first world' lives. And how our digital ecosystem shares these ideas and enables our global community.

Confirmed Speakers

Sean Carney is Chief Design Officer for Philips and Chief Design Officer for Philips Consumer Lifestyle. As the head of the design competence across the company, he is leading global teams delivering insight-driven, meaningful innovation which bring value to people and business. Sean joined Philips in March 2011. He has more than 25 years of experience as an international creative thought leader in design and management, focused on brand and user insight.

Evolving Expectations & Shifting Markets - What Does This Mean for Innovation?

In today’s digital world, interconnectedness is the new standard for designing and creating products, services and business models. Consumers expect higher levels of adaptation, personalization and engagement.

Carney wil l discuss why this evolution of expectations also requires a transformation in Design Thinking and Experience Design, from linear design to holistic co-creation.

Sean Carney Chief Digital Officer Philips

Edward Regula is a senior government strategist with more than 25 years of domestic and international experience in strategy development and execution. In this role, he has been a key player in the development of national, multi-national, regional, and organizational strategies. Combining real-world experience with theory to solve complex problems at the nexus of policy and execution; he specializes in complex endeavors, interdisciplinary alignment and strategic integration. A graduate of the Air War College and Fellow of the Strategic Planning Society, he serves on the Board of Directors of the Strategic Management Forum (Global) and as an advisor to the Global Futures Forum.

Re-thinking Thinking About Strategy

Has planning overtaken strategy? Has an increasing focus on functional strategies taken the focus off holistic or “grand” strategy? Are we creating strategies in reaction to market and global conditions instead of focusing on strategies to create the conditions themselves? Has agility become a specialization rather than an integral part of strategy? Has complexity become an obstacle to thought? In a hyper-connected, fast-paced, world the need for holistic or “grand” strategies and the ability to integrate functional issues into them may be more important than ever before.

Edward Regula Chief Strategy Officer US Federal Government

Kristin Bertelli Chief, Workforce Strategy CIA

Kristin Bertelli currently serves as the Chief, Workforce Strategy and Planning, Central Intelligence Agency and most recently managed Intelligence Community (IC) strategic workforce planning efforts while serving within the Office of the Director of National Intelligence (ODNI). While at ODNI, she served as the human capital co-lead on an IC-wide workforce study of the 17 Departments and independent agencies that make up the IC.

Prior to joining federal service, Kristin spent 18 years working for ANSER Inc., a not-for-profit corporation dedicated to supplying federal, state and local government officials with objective, timely and forward-thinking analysis.

Strategic Workforce Planning in the Intelligence Community and at CIA

There is no doubt that the success of the US Intelligence Community (IC) in helping preserve the nation’s security depends above all on the dedicated members of the IC workforce. In the past decade, the IC has embraced the powerful critiques of the 9/11 and WMD Commissions, now framed by statute in the Intelligence Reform and Terrorism Prevention Act of 2004. This talk will discuss how the IC has transformed through changes in the way it acquires, develops, manages, and deploys talent. These practices were designed to bring more coherence and cohesion to the 17 elements so that the IC realizes its full potential as a Community.

Confirmed Speakers

Jen Millard is a Chief Revenue Officer of the MasterCard company Truaxis. Throughout her career Jen has held positions at ZoomSytems, Lifefactory, McMillan Doolittle & Saks Fifth Avenue.

Jen specialises in retail innovation and evangelistic sales, emerging technology trends for retailers and investors, new concept development, start-ups, automated retail, international growth strategies and execution.

I m p l e m e nt i n g St ra t e gy t o C re a t e Innovation at a Range of Organizational Scales

In this presentation, Jen Millard will use her experience at a multinational organization as well as an entrepreneur to discuss how strategy is defined differently at different organizational scales and how this impacts their ability to innovate.

Jen Millard Chief Revenue Officer Truaxis, a Mastercard Company

Heather McGlinn Hansma is the Head of Strategy Development and Planning for Wells Fargo’s Virtual Channels (online, mobile, contact centers and social). In t h i s ro l e , s h e i s re s p o n s i b l e fo r d eve l o p i n g transformational strategies to support long term profitable growth and leading the three year strategic planning and investment allocation process. Additionally, she supports the development of companywide strategies and growth initiatives. A 12 year veteran of Wells Fargo, she started out developing strategies for selling and servicing financial products online. That business now supports over 24 million active customers.

Leveraging Disruptive Technologies to Enhance Competitive Advantages

Mobile technology is changing how people live, work and manage their lives. Wells Fargo is known for building strong relationship with customers and offering the largest retail banking distribution network in the United States. Learn how Wells Fargo‘s focus on mobile and store is the foundation for an omni-channel strategy that serves our vision, value and strategy even better. With customer experience that is both high tech and high touch, Wells Fargo is innovating to fuse the nation’s largest retail banking distribution channel with its industry-leading digital offerings.

Heather McGlinn Head of Strategic Development Wells Fargo

Stephanie Davenport Vice President, Strategic Planning Sun Trust

Stephanie Davenport is one of the nation’s leaders in strategic planning and execution with 20+ years experience in various leadership, strategic and solution-oriented roles for companies such as SunTrust Bank, J.P. Morgan Chase, KPMG Consulting, Wells Fargo, and Bank of America. Stephanie is currently Vice President Strategic Planning & Reporting at SunTrust Bank, where her focus is on technology and operations strategic planning and performance. Stephanie founded and led Infosys Solutions, Inc, a strategic planning consulting firm with clients across multiple industries.

Strategy in Motion - the Journey from Static to Dynamic

Strategy is no longer a once a year exercise. The competitive landscape changes constantly as customers dictate the solutions and experience that they desire. Organizational realities and challenges mean change, too. Developing strategy once a year is hard enough. How do we drive and manage change - continually - in an ever-changing environment? In this session the presenter shares her experience and insights for organizations grappling with how to do strategic planning in the modern environment.

Confirmed Speakers

Edwin Miller is currently Founder & CEO of 9Lenses, an enterprise SaaS startup. 9Lenses empowers leaders and consultants to cut through the complexity of business by rapidly connecting insights from key stakeholders. Edwin is an accomplished four-time CEO and two-time business author of “9Lenses, Insight to Action: A Social Approach to Business Optimization” and “Snapshot9: Accelerate Your Business Performance.” Edwin serves on several boards such as: Astreya, Jobularity, Spotlight Ticket Management Systems, Diamond Mind, Liberty University School of Business and is an Adjunct Professor and Research Fellow at George Mason University.

Transforming The Way You Discover Organizational Insights

Incite Discovery through scaled insight discovery. Edwin advocates for an automation of the middle-management layer of a business so that machine learning can more rapidly connect all the complexities of a business. In this challenge to the Lean Startup method, Edwin will paint a different vision for the enterprise. He will share stories of how cutting edge enterprises are tapping into their best consultants—their people—in a scalable way. Really, how deadly is complexity to an enterprise? Turns out, maybe not at all.

Edwin Miller CEO 9 Lenses

Ather Williams Managing Director Bank of America Merrill Lynch

Ather Williams is Managing Director and Head of Global Payments and Global Strategy in the Global Transaction Services (GTS) group at Bank of America Merrill Lynch.

Williams works closely with the GTS region heads to execute a global strategy for payments product management, serving both the Corporate and Commercial lines of business. He works across both GTS’ regions and products as well as across the other lines of business in the bank to facilitate the delivery of all of the bank’s capabilities to meet the needs of our clients.

Strategy in a Straitjacket

The wake of the global financial crisis has inspired a significant increase in local regulations on Financial Institutions (FI) in every corner of the globe. These well intended regulations often constrain FI’s ability to design and deploy creative payment solutions that address our customers rapidly evolving international commerce needs. Simultaneously, Fintech has never been hotter as billions of dollars are flowing in nimble and often under-regulated start-ups that aspire to provide alternatives to traditional banking products. How can large FI’s innovate to solve tomorrow’s customer challenges in an unlevel regulatory environment?

Lowell is a Principal with Quid, bringing a decade of strategic decision-making expertise from both public and private sectors. His team at Quid is responsible for developing relationships across financial services, asset management, advertising, and professional services. Before joining Quid, Lowell worked at McKinsey & Company serving clients in financial services and loyalty marketing. Lowell was one of the first employees hired by the federal government in the aftermath of the 9/11 attacks. He served as a policy advisor for DHS. Lowell holds a BA in Economics and Political Science from UC Berkeley and a MBA from the Stanford GSB.

Augmenting Human Intel l igence to Capture the Whole Story

Company communications don’t sit within a vacuum; they are part of a complex network of evolving stories, perspectives and opinions. Especially in our modern world, it’s necessary to have a deep understanding of online conversations for effective messaging and branding. Simply counting tweets, or scoring overall sentiment, isn't enough to understand a complicated issue. In this session, we’ll explain how data visualization, powered by advanced algorithms, can reveal hidden patterns in rich textual information, empowering you to explore complex questions about people, culture, and brands. By augmenting your intelligence, technology speeds human understanding, and helps elevate your company's strategic communications.

Lowell Doppelt Principle Quid

Confirmed Speakers

Raju Narisetti Senior Vice President, Strategy News Corp

Raju Narisetti is Senior Vice President and Deputy Head of Strategy for News Corp. He is primarily involved in new digital projects and helps guide the digital growth of the existing companies in News Corp as they seek to further expand the distribution of their content across digital products and platforms. Previously, Mr. Narisetti has served as a Deputy Managing Editor of The Wall Street Journal and Managing Editor of The Wall Street Journal Digital Network. In this role, he headed editorial teams and content strategy for The Wall Street Journal D i g i t a l N e t w o r k , w h i c h i n c l u d e s W S J . c o m , MarketWatch.com, WSJ Live video platforms, and Wall Street Journal and MarketWatch Radio Networks.

John Herpy Chief Strategy Officer Boeing

For more than 25 years, John Herpy has been clarifying and crystallizing business strategy and vision at McDonnell Douglas and then the Boeing Company. John has been an impact player at both of these companies with a diverse transformative footprint ranging from new business development to business enabling enterprise information technology. John’s Chief Strategy Officer role has included spearheading Boeing’s extensive commercial aftermarket presence with development of products and services with increased earnings in excess of $500M and more recently leading Boeing’s enterprise strategies to position Boeing as a global player in radio frequency spectrum.

Bryan Neider Chief Operating Officer Electronic Arts

Bryan Neider is the Chief Operating Officer within EA’s Global Publishing and Marketing organization. Mr. Neider is responsible for a wide range of operations in EA, including global initiatives focused on process changes designed to improve quality, predictability, innovation and profitability. Mr. Neider brings over 20 years of experience within EA having served in a variety of previous roles including managing EA’s global business development efforts, managing EA Partners, corporate finance, CFO and COO for EA.com, and CFO of Worldwide Studios.

Patrick Conway Chief Knowledge Officer US Army

Pat Conway retired from the Army in 2004, after 30 years in uniform, and returned to military service as a Department of the Army civilian in March, 2004. His assignments have provided him with extensive experience in stimulating individual and organizational performance excellence using creative knowledge sharing, process improvement and inventive learning techniques. He is passionate about getting results and empowering organizations with the “knowledge agility” needed to achieve their strategic objectives, and enjoys engaging in out-of-the-box discussions on individual and organizational change, adaptation and innovation within the fast paced, global knowledge economy.

Speaker info coming soon from. . .

The Information

For larger groups or special requests contact Emma by calling +1 415 670 9814 or email ePawlowski@theiegroup.com * Team discounts are applicable at the point of registration only.

Registration Pricing

Chief Strategy Officer Summit Date: May 21 & 22, 2015 City: San Francisco Venue: Hyatt Regency, 5 Embarcadero Center, San Francisco, CA 94111. Accommodation: Book here and quote 'Innovation Enterprise' to secure the discounted rate of $299: https://aws.passkey.com/event/13779182/owner/2586/home Alternatively, call 800.233.1234 and quote 'Innovation Enterprise.'

F TI L

Ways to Register+1 415 670 9814 +1 323 446 7673 Register Online Here

Group Discount Offers 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)

Silver Pass

$1595 Access to all sessions &

networking events 7 days access to presentations from the

summit via ieOnDemand

$1395 Early Bird Price

(before March 20)

Access All Areas

$2095 Access to all sessions, networking

events, annual subscription to all content on the Strategy, Digital & Innovation

channels via ieOnDemand

Additional access to the Chief Innovation Officer & Strategic Planning

Innovation Summits

Gold Pass

$1895 Access to all sessions, networking

events & unlimited access to presentations from the summit via

ieOnDemand

$1695 Early Bird Price

(before March 20)

1 Day Pass

$895 Full access to the sessions to your chosen day of the summit, 7 days

access to presentations from the summit via ieOnDemand

7 day online access to event materials

On-Demand Pass

$600 Unlimited access to presentations from the summit via ieOnDemand, including

presentations, interviews & the ability to contact speakers

Unlimited access to

ieOnDemand

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1. Delegate Information...

2. Pass Types...Early Bird Pass Options until March 20, 2015

Early Bird Silver: $1395 Attendees ____ Early Bird Gold: $1695 Attendees ____ Access All Areas: $2095 Attendees ____

Regular Pass Options after March 20, 2015 Silver Pass: $1595 Attendees ____ Gold Pass: $1895 Attendees ____ Access All Areas: $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 Emma Pawlowski by calling +1 415 670 9814 or email ePawlowski@theiegroup.com. Group passes only available when all participants register together.

Pass Descriptions: Silver Pass: Access to all sessions & networking events Gold Pass: Access to all sessions, networking events & unlimited access to ieOnDemand Diamond Pass: Access to all sessions, networking events, annual subscription to all content on the Strategy, Digital & Innovation channels via ieOnDemand

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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 April 20, 2015 incur an administrative charge of 50%. If you cancel your registration after April 20, 2015 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 Summit May 21 & 22, 2015 | Hyatt Regency, San Francisco, CA For registration or more information on the program, please call Emma on +1 415 670 9814, or fax this registration form to +1 (323) 446 7673

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Schedule

Networking Drinks 17.00 - 19.00

May 22

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

May 21Day 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

F TI L

Sponsors

For sponsorship information contact Emily at ekutchinsky@theiegroup.com

Silver Sponsor Silver Sponsor

ExhibitorBronze Sponsor

ExhibitorExhibitorChairperson Sponsor

Bronze Sponsor

LAUNCHPADFOR ENTERPRISE

SponsorshipOpportunities

Giles Godwin-Brownggb@theiegroup.com

+1 (415) 692 5498 US+44 (207) 193 0386 UK

Delegate Invitations

Sean Foremansforeman@theiegroup.com

+1 (415) 692 5514 US+44 (207) 193 1655 UK