Chief Strategy Officer Summit

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1 ie. Chief Strategy Officer Summit Achieve Business Objectives December 8 & 9, 2015, Sheraton New York, New York, USA The quality of the speakers was extraordinarily high. Absolutely incredible what your organization is doing The general sessions were truly great. Produced by F T G I E

2 Chief Strategy Officer Summit brings together thought leaders from the world s most respected companies, creating an open forum for strategy discussion. Spanning all industries, it is an ideal environment for cross-pollination of ideas, satisfying your intellectual curiosity and finding proven solutions to real-life challenges. Learn about setting objectives and making informed decisions, while remaining agile and extending value creation. From exploratory case studies to interactive panel sessions, you are guaranteed to walk away with a wealth of strategic acumen. To secure your place at the summit, register now. 30+ industry expert keynote presentations 200+ strategists attending Multi-track format covering todays hottest topics Interactive workshops with industry leaders Over 25 hours of networking opportunities included Access to online presentations on-demand post-summit 25+ case studies presented from Fortune 500 companies The largest & most important Strategy Summit It was a quality event and very well organized, I was extremely impressed!. ie.

3 ie. Who will you meet Attendee s Job Title There is no question that IE. provides the gold standard events in the industry and will connect you with the decision makers. You will be meeting senior level executives from major 96% corporations and innovative small to medium size companies. Attendees are Director level or above Disciplines Chief Strategy Officer Business Analysis Corporate Strategic Planning Market Research Planning & Control Business Planning Strategic Planning & Analysis Forecasters Strategy & Development Financial Planning Industry Retail Public Sector Healthcare Entertainment Marketing Manufacturing Attendee s Company Size 81% Attendees are companies with 300+ employees Attending Companies Annual Turn Over 59% Attending companies CPG Financial Services Telecoms Hi Tech Research Computer Software & IT annual turnover is $500+ million Your conferences are very well executed & professional.

4 Confirmed Speakers Check out the industry led speaker line-up consisting of 20+ strategy professionals. Chief Knowledge Officer, NASA Global Director, Innovation, GE Chief Strategy Officer, USAA Vice President, Strategy, NBC Universal Chief Strategy Officer, Humana Chief Strategy Officer, Meetup Senior Vice President, Strategy, News Corp Director, Sales Strategy, CNN Vice President, Strategy, Zurich Vice President, Strategy, GSK Head of Strategy, Zurich Vice President, Strategy, Elsevier Head of Strategy, Goldman Sachs Head of Strategy, Pfizer Senior Vice President, UNICEF Vice President, Strategy, Wells Fargo Senior Vice President, USAA Chief Executive Officer, Private Fly Chief Executive Officer, NewEdge Chief Executive Officer, Syntegrity NPD Solution Evangelist, Planview Chief Marketing Officer, Hallmark Business Connections

5 Speaker Information View Profiles online Ed Hoffman Chief Knowledge Officer NASA Dr. Ed Hoffman is the director of the NASA Academy of Program/Project and Engineering Leadership (APPEL) and NASA's Chief Knowledge Officer. He works within NASA as well as with leaders of industry, academia, professional associations, and other government agencies to develop the agency's capabilities in program and project management and engineering. Dr. Hoffman has written numerous journal articles, co-authored Shared Voyage: Learning and Unlearning from Remarkable Projects (NASA, 2005) and Project Management Success Stories: Lessons of Project Leaders (Wiley, 2000), and speaks frequently at conferences and associations. He serves as adjunct faculty at The George Washington University. Chris Hunter Chief Strategy Officer Humana Chris Hunter is Senior Vice President and Chief Strategy Officer (CSO) at Humana, where he is responsible for leading Humana s corporate strategy planning process, as well as setting the direction of the company s merger and acquisition and joint venture activities. In his role as CSO, Chris partners closely with business leaders to ensure the corporate strategy is aligned across the organization and is actionable. He is a member of the Management Team, which sets the strategic direction for the company. Chris has extensive executive experience with both public and private growth companies and brings broad knowledge of the healthcare industry to his new role. His experience ranges from leadership of strategic planning and corporate development to responsibilities that included broad P&L and Board of Directors accountability. Alex Tepper Global Dir. Innovation GE Responsible for working with GE s global divisions (Healthcare, Energy, Transportation, etc.) to design and bring to market breakthrough products and new business models. Leading the commercial development of the CEO Imagination Breakthroughs (the top most innovative projects across GE), the strategy for the Customer Innovation Centers, and the commercialization of inventions from the global R&D labs.will be collaborating closely with entrepreneurs and thought leaders around the world to help bring new ideas, approaches, and products to GE.

6 Speaker Information View Profiles online Rajesh Anandan SVP, Strategic Partnerships US Fund ofr UNICEF Rajesh Anandan is a growth strategist, intrapreneur and entrepreneur. As Senior Vice President at UNICEF USA, he has developed a $400 million partnership portfolio to support UNICEF programs worldwide and launched UNICEF Ventures to accelerate high impact social innovations. Rajesh began his career at Microsoft as a program manager and then joined Bain & Company, where he focused on business incubation and growth strategy. He has spent the past decade in the social sector, and is the Founder of UTLRA TESTING, a high performance software testing company employing individuals on the Autism Spectrum. Rajesh received B.Sc. and M.Eng. degrees in Computer Science and Electrical Engineering from MIT, with concentrations in Artificial Intelligence, Systems Dynamics and Economics. Andres Glusman is the Chief Strategy Officer at Meetup. Before Meetup his career spans from Boeing to Yahoo. He has a background in Economics/ Psychology and an MBA from Wharton. He also serves on the board of DevPost. Outside of work, you can find him raising daughters and surfing on the Jersey Shore. Andres Glusman Chief Strategy Officer Meetup Irina Shames Director, Sales CNN Irina Shames oversees CNN International's multiplatform sales efforts in North America. In this role she is responsible for driving the division's sales strategy and its implementation in the region. Her previous roles include VP Business Development and Strategy at MTV World, Viacom s content engine and creative lab, where she led revenue strategy with focus on content-driven next generation monetization streams. During her tenure at MTV World, the division s strategy has advanced from an integrated marketing unit to a full-service content agency. Craig Hopkins is the Senior Vice President of Global Service Delivery and Chief Procurement Officer at USAA. Craig and his team enable USAA business leaders to efficiently and effectively supplement their workforce, scale business operations, and improve quality and member value, through third- party solutions. He and his team provide enterprise strategy, guidance, consulting, and service delivery capabilities to enable internal business customers to better develop, assess, implement and manage all their thirdparty relationships. Craig Hopkins VP, Global Service Delivery USAA

7 Speaker Information View Profiles online Anna Magliocco is the Vice President of Strategy and is responsible for Strategy and business development for NBC News Group brands including NBC News, TODAY, CNBC and MSNBC. Anna Magliocco VP, Strategy NBC Universal Christina Valimaki Senior Director Christina Välimäki has been in the information industry for twelve years. Starting with the business think tank and authorship center, the Accenture Institute for High Performance, she moved into B2B market research and then product development at Elsevier, where she has held positions for six years. Now the Senior Director of Strategic Marketing for the Chemicals Industry at Elsevier, Ms. Välimäki works to transform the organization s focus toward a market orientation growth strategy, supporting shifts in market opportunity identification, product design, go to market, marketing communications, and sales effectiveness, targeting the critical needs of Chemicals customers. Ryan Westmacott VP, Strategy Goldman Sachs Ryan is the Head of Strategy and Chief of Staff for Derivatives and Clearing Operations at Goldman Sachs. He is responsible for strategic definition and planning, current state optimization, finance, communications, resource management and change portfolio management Prior to joining Goldman Sachs, Ryan was a management consultant at Accenture. Ryan has an MBA from London Business School and a BA in Economics from Nottingham University in the UK. Heather Teskey Chief Marketing Officer, Hallmark Business Connections Heather Teskey leads marketing and branding at Hallmark Business Connections. An innovative, proven business leader, Heather boasts 18 years of experience in marketing strategy with both B2C and B2B clients. In her role, Heather focuses on vision, strategy, marketing, brand, product and innovation to strengthen business relationships with employees and customers.throughout her career, Heather has served a variety of international businesses, including Fortune 50 to 500 companies, delivering on their corporate objectives with memorable solutions and measurable, strategic results.

8 Speaker Information View Profiles online Carrie Nauyalis NPD Solution Evangelist Planview Carrie Nauyalis, New Product Development Solution Evangelist at Planview, is passionate about being an overall evangelist and thought leader for the Product Development industry. She is an active speaker, MBA guest lecturer, blogger, and vlogger on all things Innovation and Product Portfolio Management, with warm places in her heart for ideation, calculating the benefits of change, and agile. In Carrie s 18 years at Planview, she s held various positions including global consulting and product management. In her current position, she acts as an industry subject matter expert, establishing partnerships to ensure customers get the greatest ROI out of their Planview investment. Devyn Smith Head of Strategy Pfizer Devyn joined Pfizer Pharmatherapeutics R&D Division as Head of Strategy in Jan, This role has focused on developing and implementing core strategies in Winning by Design in Small Molecules as well as optimizing the ROI on novel technology inventions. Prior to this, Devyn was part of Pfizer's Neusentis Research Unit in the UK as Chief Operating Officer responsible for strategy, operations and implementing key strategies. He joined Pfizer's Strategic Management Group in August 2009 partnering with the Pharmaceutical Science Leadership and was in the lead role supporting Research. Prior to joining Pfizer, Devyn was a principal for The Frankel Group (a boutique management consulting firm in New York City and Cambridge). Alicia Hare Global Strategic Leader IE Global Strategy Advisory Board Alicia Hare is an authentic, global leader of enterprise-wide strategy and strategic transformation. Grounded in a deep belief that we can all be Leaders of Strategy, her innovative approach to strategy combines an endto-end methodology for strategy development and execution with fostering the cultural commitment and organizational capabilities required to inspire and enable people to make change happen. Over the past decade, this well-founded but practical approach to strategy has helped her lead strategy and deliver results in diverse industries like retail, telecommunications, media, energy and non-profits and with C-suite and senior leaders across organizations in the U.S. and abroad. She now leads the San Francisco consulting practice for SYPartners, a firm that has a 20 year track record helping great leaders build great companies.

9 Speaker Information View Profiles online Kimberlee Williams President, Centre for Strategy Realization Kimberlee Williams, President -Center for Strategy Implementation, guides global business leaders to dramatically improve business results and enhance their professional impact, influence, and income by developing change leadership capabilities. Kimberlee served in Merck & Company s Strategy Office as the Global Head of Change Execution for the $46bb/90,000 employee base. She was also Executive Director, Strategy, Operational Excellence, & Change for the $4bb Global Services & IT business unit. Kimberlee is a certified Black Belt and Master Change Agent. Her approach has enabled $4bb in business value Pam Henderson Chief Executive Officer NewEdge Pam Henderson, Ph.D., is CEO of NewEdge, Inc., a growth, strategy and design firm that advises companies across every industry from Fortune 500 to startups and non-profits. Pam pioneered Opportunity Thinking, a new approach to innovation that helps organizations create sustainable growth. Formerly on the faculty at Carnegie Mellon University, Pam later worked with the national laboratory system and Washington State University to commercialize early stage technologies. Pam speaks internationally and has published widely on market insight, business and innovation strategy, and design and has received recognition in the Harvard Business Review, Wall Street Journal, and NPR. Jacob Carr Manager Wilson Perumal & Company Jacob is head of Wilson Perumal & Company s Customer Offer service line, where he executes projects to help clients optimize their product portfolio, pricing, and growth strategy. Prior to joining WP&C, Jacob was head of strategy and M&A for a $1B division of Thermo Fisher Scientific. Jacob was also Director of Strategic Development at DaVita, and started his career in the US Air Force where he went on to be head of finance for a $210 million organization. Jacob holds an MBA from Harvard Business School and a BS in Economics from the US Air Force Academy.

10 Venue ie. The Venue The Sheraton New York Times Square Hotel, between Central Park and Times Square in the Midtown business and entertainment district. A polished, contemporary flair is evident throughout the hotel. Innovation Enterprise has negotiated a preferential room rate of $399 per night. To reserve your room please call and quote the 'Innovation Enterprise'. Alternatively, to reserve your room online, click here. ie.

11 ie. Sponsors Silver Sponsors Networking Reception Sponsor Bronze Sponsor If you are interested in sponsoring any of our upcoming events, or just want to get more information on sponsorship packages contact Emily Kutchinsky +1 (415) Previous Sponsor: Thank you for all your hard work to make the CSO Summit a success last week. We are very pleased with the quality of the leads we received.

12 ie. Sponsors Chairperson Sponsor Dinner Sponsor Exhibitor Exhibitor Exhibitor Exhibitor Associate Sponsor If you are interested in sponsoring any of our upcoming events, or just want to get more information on sponsorship packages contact Emily Kutchinsky +1 (415) Previous Sponsor: Thank you for all your hard work to make the CSO Summit a success last week. We are very pleased with the quality of the leads we received.

13 Scheduleie. Schedule Chief Strategy Officer Summit December 8 & 9, 2015, Sheraton New York, USA Chairperson sponsor Day 1, December 8 08:00 Registration & Light Breakfast 09:00 Session 1 10:30 Coffee Break 11:00 Session 2 12:00 Lunch 14:00 Session 3 15:30 Coffee Break 16:00 Session 4 17:30 Networking Drinks 19:30 End of Day 1 Day 2, December 9 08:00 Registration & Light Breakfast 09:00 Session Coffee Break 11:00 Session Lunch 14:00 Session Coffee Break 16:00 Session End of Day 2 Schedule subject to change

14 Pricing Chief Strategy Officer Summit December 8 & 9, 2015, Sheraton New York, New York, USA Register 0000 Online On Demand $600 1 Day Pass $895 Silver Pass $1395 Early Bird Price (before Oct 2) $1595 After Oct 2 Gold Pass $1695 Early Bird Price (before Oct 2) $1895 After Oct 2 Access All Areas Pass $2095 Flat rate to attend all 3 summits including Strategic Planning Innovation & Chief Innovation Officer Summits Access to a single day of event Access to all sessions, networking events Access to presentations from the summit via ieondemand for 7 days Unlimited access to presentations from the summit via ieondemand Access to all sessions including the co-located summits Access to all presentations on the Strategy, Innovation & Digital channels via ieondemand 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 Access All Areas Passes: $4800 ($1600 per attendee) 5 Access All Areas Passes: $7250 ($1400 per attendee) Team discounts are applicable at the point of registration only. For larger groups or special requests contact Emma Pawlowski. US UK

15 Registration Form Chief Strategy Officer Summit December 8 & 9, 2015, Sheraton New York, New York, USA Delegate Information Full Name Job Title Company Department Industry Address Country Zip / Post Code State/Provence Early Bird Pass until October 2, 2015 Business Phone Number Group Discount Pass Options Early Bird Silver $ Silver Passes $3300 ($1100 per attendee ) Early Bird Gold $ Silver Passes $4750 ($950 per attendee ) Access All Areas $ Gold Passes $4200 ($1400 per attendee ) Regular Pass after October 2, 2015 Regular Silver $1595 Regular Silver $ Gold Passes $6250 ($1250 per attendee ) 3 Diamond Passes $4800 ($1250 per attendee ) 5 Diamond Passes $4800 ($1250 per attendee ) Access All Areas $2095 Team discounts are applicable at the point of registration only. For larger groups or special requests contact Emma Pawlowski. US , UK Payment Types Check Make checks payable to The Innovation Enterprise Ltd Visa Master card American Express Diners Club Discover Invoice Me Card Number Expiration Date Security Mo Ye Total $ Card Holders Name Card Holders Address Card Holder s Signature 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 November 9, 2015 incur an administrative charge of 50%. If you cancel your registration after November 9, 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.

16 Strategy Channel We recognize the need to share new technologies, ideas and best practices in order to fulfill crucial business forecasts. With the focus now being on how to solve some of today's toughest business problems, the Strategy division enables over 250,000 executives to connect with peers and solution providers in an increasingly innovative way. ieondemand Gain Insight. Optimize Results. Innovation Enterprise ieondemand is an extensive training library giving you access to topic areas that are important to you. Benchmark and gain actionable ideas, delivered by your peers. We update the content regularly with the latest ideas from the sharpest minds in Strategy, Big Data, Innovation, Analytics, Operations, Digital and Finance. Our content is available 24 hours a day, 7 days a week. Business Education On Demand.

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