Chief Strategy Officer Summit
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1 ie. Chief Strategy Officer Summit MAY SAN FRANCISCO Creating & Implementing Innovative Strategy df dvsd vs
2 ABOUT THE EVENT Overview May 18 & 19, 2016 The Palace Hotel, San Francisco, USA #CSOSF The main themes for this year s discussion are: Strategic Agility M&A Strategy Growth Strategy Strategic Innovation Implementing Strategy By covering the hottest topics within strategy we create a platform for senior level executives to obtain real action points and useful connections to better support their business goals. Online videos of all sessions, with integrated slides and audio will be made available to all attendees after the event. 2
3 SPEAKERS AT A GLANCE Speakers Confirmed Speakers Maura Sullivan, Chief Strategy & Innovation Officer, US Navy Kristine Miller, Chief Strategy Officer, ebay John Cosgriff, SVP, Strategy, UnitedHealth Group Eric Scroggins, Chief Strategy Officer, Teach for America Mark Blankenship, Corporate Strategy Officer, Jack in the Box Emmanuel Lagarrigue, Chief Strategy Officer, Schneider Electric Heather McGlinn, SVP, Strategy, Wells Fargo Daniel Costello, SVP, Strategy, NewsCorp David Ginsberg, Vice President, Intel Lisa Kimball, SVP, Strategy, MUFG, Union Bank Michael Kaplun, Vice President, Strategy, Reed Elsevier Michael McLary, Vice President, Strategy, UPS Todd Sims, SVP, Digital Strategy, AEG Worldwide Bob Kermanshahi, Head of Strategy, Siemens John Herpy, Strategy Leader, Boeing Nitin Chaturvedi, Managing Director, Google Jeff Liu, Transaction Advisory Services Leader, EY Sean Gallagher, Chief Strategy Officer, Northeastern University George Linardos, Chief Business Officer Sports Illustrated Play Todd Antonelli, Mangering Director, Strategy, Berkeley Research Group Philip Rowley, Strategy Leader, Executive Director, Berkeley Research Group Alicia Hare, Strategy Advisory Board Member, Strategy Advisory Board Adrian Coppini, General Manager, Common Wealth Bank
4 SPEAKERS IN DETAIL Keynote Speakers VIEW FULL SPEAKER ABSTRACTS Kristine Miller Chief Strategy Officer ebay Maura Sullivan Chief Strategy & Innovation US Navy Emmanuel Lagarrigue Chief Strategy Officer Schneider Electric Staying Relevant in An Age of Digital Disruption Steaming Towards The Digital Age The Balancing Act: Reactive Strategy VS Long Term Planning No industry is immune to change in the age of digital disruption. Within the last few years we ve seen technology driving dramatic changes across industries from transportation to hospitality to healthcare. Companies across industries are facing the need to reinvent themselves or risk being disrupted by a new competitor. Finding balance between a company s heritage and future is critical in defining a successful path forward. At ebay our simple, sustainable business model bringing together buyers and sellers has given us the flexibility to navigate several commerce revolutions. This presentation will examine the top trends changing the face of commerce today, highlighting how ebay is reacting to each while staying true to our core purpose. Today's conflicts are wicked problems, designed to be managed, not won or lost, and the tools are smaller, lighter, and faster than traditional defense programs. The information realm is a major battle space and the democratization of tools once available only to sophisticated actors and the insertion of the private sector into realms once held by state actors, such as space and underwater, mean that frequent collisions are inevitable. This discussion will look at how the US Department of Navy is positioning for the physical/digital intersection and evolving strategy to support decentralized pockets of innovation and to incorporate technologies such as advanced manufacturing, unmanned systems, and emerging analytic capabilities. Emmanuel Lagarrigue is the Chief Strategy Officer of Schneider Electric and a member of its Global Executive Committee. He works closely with the CEO, the Board of Directors and his peers to define the company s development priorities. Emmanuel is also in charge of the Corporate Social Responsibility and the Government Affairs divisions. He also supervises several transformation projects impacting the company. Finally, he oversees Schneider Electric operations in South America. Emmanuel currently lives in the United States. Prior to his current assignment, Emmanuel Lagarrigue has held multiple operational and general management positions within Schneider Electric in Europe, South America, Asia and the United States.
5 SPEAKERS IN DETAIL Keynote Speakers VIEW FULL SPEAKER ABSTRACTS Michael McLary Vice President, Strategy UPS Mark Blankenship Corporate Strategy Officer Jack in the Box Eric Scroggins Chief Strategy Officer Teach for America Efficient and Effective Strategy: Implementing Change In A 100 Year Old Company Why Strategy Execution Fails Bigger and Better Simultaneously: The Exponential Growth Of TFA and lessons learnt. Jason serves as head of global strategic planning for the Banana Republic brand inside the portfolio of Gap Inc., the largest American specialty apparel retailer with annual revenue exceeding $16 billion. In this role, he leads development of Banana Republic s consumer value proposition and global expansion plans, while also serving on Gap s Corporate Diversity & Inclusion Council. Mr. Schmitt was previously selected for the Chicago Council on Global Affairs Emerging Leaders Program and Crain's Chicago Business 40 Under 40 list. He earned an A.B., magna cum laude from Harvard College and J.D., cum laude from Harvard Law School. Why strategic execution fails: look first at ready, willing and able. Too often the strategy room stops with a battle plan, not an organization strategic engagement plan. Winning is compromised by focusing on a destination with corresponding results and plans. At Jack Inc the focus includes a deeper dive on the brands ability to ignite and sustain strategic intent from the front-line employee up, not the CEO or brand president down. In this session Mark will discuss how Jack drives strategic engagement and execution across the organization s eco-system by using a three-pronged alignment approach. Over 15 years, Teach For America became the top employer of top college graduates across schools from Yale to Berkeley to Duke to W illiams and the largest recipient of philanthropic support in K-12 education in the nation. Few nonprofit organizations reach the scale and impact of Teach For America, particularly at the pace it has grown. This session explores the lessons learned scaling a social enterprise that is channeling a generation of nation s most talented and diverse young leaders toward transforming public education.
6 SPEAKERS IN DETAIL Keynote Speakers VIEW FULL SPEAKER ABSTRACTS Heather Mcglinn SVP Strategy Wells Fargo Lisa Kimball SVP Strategy MUFG, Union Bank Michael Kaplan Global Head of Strategy Reed Elsevier Creating Simple And Seamless Simultaneous User Experiences: How Wells Fargo Is Leading The Industry In Omnichannel Digital innovation and customer expectations have changed what anytime, anywhere, anyhow means. Learn how Wells Fargo has evolved its omnichannel strategy to simultaneously leverage high tech and high touch methods to deliver exceptional experiences and business outcomes. Using Strategic Planning And Performance Management To Accelerate Post-Merger Integration The integration of merging organizations presents a familiar set of challenges. Ms. Kimball leveraged strategic planning and performance management processes to accelerate the integration of technology and operations teams at BTMU-Union Bank. She will share the approach and tools that brought the senior leadership team together, and in turn enabled the entire organization to mobilize around the new normal. There were clear missteps in addition to the successes and the lessons learned will resonate for organizations that are in transition as well as those that want to take their performance to the next level. Over the past 18 months R&D Solutions has been undergoing a transformation from a product focused business to a Solution oriented business to accelerate our growth. This transformation is fundamentally changing the way we serve our customers, and the way we operate as a company with impact felt across product development, sales capabilities, marketing strategy and technological innovation. The objective of the presentation is to share the rationale for jump-starting this transformation, key pillars that have guided our success and challenges to avoid for other tech/ data oriented businesses seeking top-line growth. Shifting From Features And Products To A Solutions Oriented Business Why Do It, And What Does It Take
7 Usually I m exhausted at the end of a presentation. This time, I m energized! 7 3
8 SCHEDULE AT A GLANCE Schedule Day 1 Day 2 Key 07:30 Check in 08:30 Keynotes 10:30 Coffee Break 11:00 Keynotes 07:30 Check in 08:30 Keynotes 10:30 Coffee Break 11:00 Keynotes CHECK IN An opportunity to check yourself into the event and meet other leaders in your industry ahead of the day KEYNOTES Listen to actionable case studies largely brought to you by Fortune 500 companies COFFEE BREAK & LUNCH A chance to sit down, network and connect with decision makers within the industry 1:00 Lunch 2:00 Keynotes 1:00 Lunch 2:00-3:30 Keynotes NETWORKING DRINKS A more relaxed environment in which to engage with all attendees and gain valuable connections 3.00 Coffee Break SUMMIT END 4:00 Keynotes 5.30 Networking Drinks 813
9 I can say hands down, you guys do the finest job of anyone in the media conference space
10 SPONSORS AND PARTNERS Sponsors Platinum Sponsor Panel Session Sponsor Silver Sponsor Exhibitor Exhibitor Want to Sponsor any of our events? Contact: US UK REQUEST TO SPONSOR 10
11 WHO ATTENDS OUR EVENTS Who Attends 11
12 WHO ATTENDS OUR EVENTS Who Attends 45% 10% The summits that Innovation Enterprise puts on are among the most highly acclaimed in the world, with industry leading decision makers from across the analytics industry in attendance as both speakers and delegates. You will connect with senior level executives from both major corporations and innovative small-tomedium size companies. Company size of attendees by number of employees Less than 200 5% 40% 82% of attendees are Director level or above Senior Director vp/svp manager senior cxo Holding events in several locations around the world, we have acquired a global audience df dvsd vs
13 TICKETS AND PRICING OPTIONS Tickets OnDemand Pass 1 Day Pass Silver Pass Gold Pass AAA Pass $700 $995 $1795 $1995 $2095 Access to a single day of the event Access to all sessions & networking events Access to presentations from the summit on ieondemand for 7 days Unlimited access to presentations from the summit on ieondemand Access to all tracks at the event Access to all presentations on the Strategy Channel Buy a group of at least 3 passes to receive up to 30% off Interested in attending? Register online or contact Nathan Edwards nedwards@theiegroup.com US UK Book your hotel room: Click here to book online for discounted room rates GROUP PASSES REGISTER ONLINE 13
14 REGISTER FOR THE EVENT Register GROUP PASSES REGISTER ONLINE Delegate Information Full Name Job Title Company Department Industry Address Country Zip/Post Code State/Provence Business Phone No. Payment Options Passes Check Visa Master Card American Express Invoice Me Card Number OnDemand Pass 1 Day Pass Silver Pass Gold Pass AAA Pass $700 $995 $1795 $1995 $2095 Expiry Date Security No. Quantity Mo Ye Card Holder s Name Card Holder s Address Places are transferable without any charge within 12 months of the original purchase Card Holder's Signature Total $ Prices are exclusive of VAT. 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 18th 2016 incur an administrative charge of 50%. If you cancel your registration after April 18th, 2016 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. 14
15 2016 Calendar February Location Expected Attendees Date Melbourne 150+ Feb 10 & 11 March Women in Strategy New York 150+ March 10 & 11 Digital Strategy Innovation Summit New York 150+ March 10 & 11 April Hong Kong 150+ April 13 & 14 Digital Marketing & Strategy Summit Hong Kong 150+ April 13 & 14 London 250+ April 27 & 28 May San Francisco 250+ May 18 & 19 Strategic Planning Innovation Summit San Francisco 150+ May 18 & 19 June Singapore 150+ June 29 & 30 September Shanghai 150+ September 7 & 8 Sydney 350+ September 14 & 15 Digital Strategy Innovation Summit Sydney 200+ September 14 & 15 Brand Strategy Innovation Summit Los Angeles 250+ September 14 & 15 Content Strategy Innovation Summit Los Angeles 250+ September 14 & 15 Digital Strategy Innovation Summit Los Angeles 250+ September 14 & 15 October Strategic Planning Innovation Summit London 150+ October 19 & 20 London 200+ October 19 & 20 Digital Strategy Innovation Summit London 200+ October 19 & 20 IP Strategy Innovation Summit Boston 200+ October 26 & 27 November Digital Marketing & Strategy Summit Beijing 250+ November 23 & 24 December New York 250+ December 7 & 8 Strategic Planning Innovation Summit New York 150+ December 7 & 8 Sponsorship Opportunities Emily Kutchinsky ekutchinsky@theiegroup.com Delegate Invitations Nathan Edwards nedwards@theiegroup.com +1 (415) (207)
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