Chief Strategy Officer Summit

Creating & Implementing Innovative Strategy for a Sustainable Future

May 22 & 23, 2014Parc 55 Wyndham Hotel

San Francisco, CA

Confirmed Speakers

Confirmed Speakers

• Chief Revenue Officer, Buzzfeed• Director, Global Strategy & Growth, Facebook• Chief Strategy Officer, Starz• SVP, Strategy, News Corporation• Chief Strategy Officer, Pfizer• SVP, Strategy & Innovation, Siemens• Chief Strategy Officer, Northeastern University• Chief Executive Officer, Bishop-Lyons Entertainment• Head of Strategy, Skype• Head of Strategy, Art Institute of Chicago• SVP Strategy, Whirlpool• VP, Strategy, Viacom• Chief Strategy Officer, Vivogig• Chief Strategy Officer, Humana• Vice President, Strategy, MTV• Chief Strategy Officer, Manufacture NYC• Chief Learning Officer, IPS Learning• SVP, Strategy, Communispace• Chief Strategy Officer, Redskins• Chief Strategy Officer, Twitch• SVP, Strategy, Dave & Buster’s• Chief of Strategy, Hudson’s Bay Company

• Chief Strategy Officer, Ferrara Candy Co.• Chief Strategy Officer, Mashable• Chief Customer Officer, EVP Global Strategy, CytoSport• Vice President, Platform Strategy, JSTOR• Managing Director, Fenway Sports Group• Head of Retail Strategy & Operations, Google• Chief Research Officer, TiVo• Vice President, Strategy, Zipcar• SVP, Strategy, The Guardian• President, Rock Your Industry• President & CEO, Project Management Institute• Joint CEO, Pottinger• VP, Corporate Strategy, PepsiCo• Senior Associate, Point B• Senior Director, Microsoft• Director, Strategy, Samsung• Senior Executive Director, Strategy&• Consultant, PointB• Managing Director, Wilson Perumal & Company• Chief Operating Officer, Quid• CEO, KRStrategy• Founder & CEO, 9Lenses

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%

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

F TI L

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

In 2014 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.

Topics covered will come under the following key themes to help you develop in your role and become the strategy leaders of the future:- Innovation-Sustainability-Growth Strategy-Leadership-Defining Strategy

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

Andy Wiedlin is BuzzFeed's Chief Revenue Officer and is responsible for leading BuzzFeed’s revenue growth strategy. Since joining BuzzFeed in 2011, Wiedlin grew the company from zero revenue to profitability with over 300 employees. He has built a talented global sales team who works with world class brands to provide unique social advertising programs. During his tenure, no banner ads were harmed or sold at BuzzFeed.   Before joining BuzzFeed, Andy was the SVP of Sales at Huffington Post where he pioneered the idea of social news, built a successful sales team, developed a market strategy and defined social marketing products. He got his start in the social space in 2008 at MySpace as Vice President of Sales. From 2003 to 2008, Wiedlin worked at Yahoo as Vice President of the Northwest Region. Before diving into online in 1999, Wiedlin spent five years with AT&T International/Bell Labs. He spent 10 years working

abroad, primarily in Japan and Australia. Andy has a Master’s Degree in Pacific International Affairs (with a focus on Marketing and Japanese Language) from the University of California, San Diego.

Growth Perspective - The Long-Term Strategy Solution

All ideas start with a great purpose and it's the role of the the CRO to translate that idea into a viable and profitable solution. Andy Wieldin, Chief Revenue Officer, BuzzFeed will share how to create a smart strategy that sometimes involves taking a risk, leading a team and managing expectations to create a successful business model.

Andy WiedlinChief Revenue OfficerBuzzfeed

Monica McGurk is the Vice President of Strategy Development & eCommerce for the North America Group of The Coca-Cola Company.   In this role, Monica is responsible for driving the long-term growth and sustainability strategies of the North American segment; identifying, qualifying and integrating M&A targets;

developing the eCommerce portfolio of the North American business; and driving eCommerce business with pure-play and multi-channel customer accounts.

Presenting On: “Change Management: Case Study of Culture Change at Coca-Cola”

Monica McGurkHead of StrategyCoca-Cola

As the past Director of the Human Genome Project for   the US DOE, Dr. Hawkins has built a recognized career in the healthcare industry over the past 20 years spanning business, academic innovation and as an entrepreneur.  Dr. Hawkins is the Senior Vice President of Strategy, Innovation and Business Development for Siemens Healthcare Diagnostics and the head of the Next Generation Diagnostics business initiatives.   Prior to joining Siemens he has held several senior executive roles, as Chief Scientific Officer of Royal Philips Electronics focusing on healthcare, CEO of Philips Molecular

Healthcare business unit, CEO of GEs Molecular diagnostics business and President of Amershams Genomics business. He was also Chairman & CEO of ProGenTech, a privately held company based in Shanghai & San Francisco.

The Perfect Storm

The presentation entitled “The Perfect Storm” will outline the strategic steps and options we consider to innovate in this rapidly changing market.

Trevor HawkinsSVP, Strategy & InnovationSiemens

Confirmed Speakers

Kathryn Ritchie is CEO and Founder of KRStrategy, an international management consulting firm specializing in strategy execution and performance optimization. Since its inception in 1995, KRS has achieved international status and recognition for excellence in addressing issues of change management, cultural alignment and strategy execution across numerous industries for performance improvement. With her proprietary Kathryn Ritchie Method, Kathryn is a highly sought-after advisor to executives and businesses looking for strategy execution, leadership development and guidance to clarify their strategy and goals. A valued collaborator and business partner, Kathryn is known for her deep leadership and professional experience and practical approach to complex issues leading to breakthrough solutions delivery.

Strategy is a Water Cooler Conversation: The Art and Science of Strategy ExecutionA fresh approach to strategy and strategy execution from international management consulting firm KRStrategy (KRS) which specializes in strategy execution. KRS implements its proprietary Kathryn Ritchie Method in bringing together all the elements needed for companies, groups, boards and other business entities to achieve their objectives. Starting from a place of clarifying goals, removing obstacles or legacy thinking and creating alignment, KRS guides an organization towards a road map for success. With its dialogue and systems-based approach, KRS creates a bridge between theory and practice connecting strategy to real world execution with conversations shared across the enterprise. 

Kathryn RitchieCEOKRStrategy

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 Digital

Network, which includes WSJ.com, MarketWatch.com, WSJ Live video platforms, and Wall Street Journal and MarketWatch Radio Networks.

Presenting On: “News Has Never Had More Consumers - Why is the News Business in so Much Trouble?”

In this presentation, Raju will   lay out the big strategic challenges the industry faces and some possible solutions.

Raju NarisettiSVP, StrategyNews Corporation

John Penney is Executive Vice President, Strategy & Business Development for Starz. Penney is responsible for building and evaluating key business strategies, partnerships, and identifying and developing new business opportunities across the Starz family of companies.   John joined Starz in March 2010.   Prior to joining Starz, Penney was President and Head of Corporate Development of Foresee Entertainment, a

media and entertainment company he co-founded with current Starz CEO, Chris Albrecht in 2008.   At Foresee, Penney was responsible for operations and the planning and development of its strategy, expansion efforts and new business platforms. 

Presenting On: “The Future of TV & the Media in Strategy Terms”

John PenneyChief Strategy OfficerStarz

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 v e 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 GallagherChief Strategy OfficerNortheastern University

Confirmed Speakers

Carl-Martin LindahlVP, Corporate Strategy & Business DevelopmentWhirlpool

Carl-Martin currently serves as Whirlpool’s VP for Corporate Strategy, Business Development, Innovation & Strategic Competencies. Between 2000 - 2012 he was a Partner at McKinsey & Company (Chicago, IL; Stockholm, Sweden). Between 1999 - 2000 Carl-Martin was an Analyst at Nestle in Switzerland.He was educated at Chalmers University of Technology (Gothenburg, Sweden) and holds an M.Sc. in Industrial Engineering & Management.

Implementing New Strategies for Long-Lasting Success

So you developed a new strategy... and now what? There is a large amount of work that is put into developing a

new strategy. In successful efforts, senior leaders are engaged in shaping the new direction and take personal ownership for the strategy. This is the fun part that stimulates intellectually curious leaders and can take several months to complete. However, once done the real work starts. Now it comes to getting the strategy off of paper and into action to impact daily decision making. This is what truly makes strategies create value. This presentation focuses on practical examples of how a company can change the direction and align the entire organization to deliver the strategy every where, every day. Topics include breaking down the strategy into plain-speak, changing management systems, adjusting the strategic planning process in line with the new strategy, cascading goals/objectives, tracking strategic measures, prioritizing initiatives, and effective communications.

Roland Pan serves as Head of Strategy for Skype for three years.   He was responsible for articulation and formulation of top level strategy, driving the strategic planning process and managing mergers & acquisitions.  During his tenure, Skype was spun off from eBay, filed two IPO filings, acquired three companies and was itself acquired twice, ultimately becoming part of Microsoft in 2011.  Prior to his role at Skype, he managed the strategy and competitive intelligence team at eBay marketplaces, where he played a key role in changing eBay’s market approach, leading to a revitalization of its ecommerce business.  He has worked extensively outside of the US as an expat strategy consultant at Mars & Co where he served Fortune 500 consumer products companies and private equity clients in Brazil, China and Mexico.  Prior to this he held leadership positions in business development and engineering with two successful startups in the large scale data mining and database applications space, one of which was acquired by Vignette (now part of OpenText) in 1999.  He holds an MBA from Harvard Business School and an engineering degree from MIT.

Demystifying IoT: Hype or Revolution?

The "internet of things" appears poised to summit the hype-cycle peak this year.   Strategy leaders require a balanced and sober view of this trend and the implications for their industries.   On the one hand, IoT promises to bring us a fully networked world of smart objects whose behavior is driven by an unimaginable wealth of data.  On the other hand, time horizons appear long. Fragmented technical standards, unanswered societal and policy questions as well as our ability as humans to comprehend and manage these new networks are meaningful barriers.   Where will the IoT create meaningful value next?  What are examples from today?  How do we determine the implications for our industries, customers and businesses? 

Roland PanHead of StrategySkype

Andrew is the Head of Strategy at the Art Institute of Chicago, the second-largest art museum in the US with one of the best encyclopedic and contemporary collections in the world. He leads long-range planning and special project implementation across the Art Institute, spanning curatorial departments, museum education, development, and business functions. Prior to joining the Art Institute in 2013, Andrew was an engagement manager at McKinsey & Company in Chicago, focusing primarily on health care strategy for both non-profit and for-profit entities. Andrew holds a Ph.D. in Biomedical Engineering from Duke University and a B.S. in Electrical Engineering from University of I l l inois-Urbana-Champaign. He currently lives with his wife on the north side of Chicago, and in his spare time enjoys live music and gardening.

Art For Our Time: Strategic Thinking in an Art MuseumThe world around the Art Institute is evolving faster than ever before, such as new centers of excellence rising within the global art community, increasing competition for the attention and time of potential audiences, and growing expectations for on-demand access to information about the collection. These changes present opportunity, but they also come at a time of increasing financial volatility, both for arts organizations and beyond. In response to these changes, the Art Institute of Chicago has developed new strategies across the organization for global outreach, visitor engagement, and digital access both within and outside of the museum. The Art Institute has used these strategies to pilot new approaches, measure success, and course-correct to maximize mission-related impact while managing to long-term financial stability. Early successes have helped reinforce the importance of strategic thinking within the Art Institute’s entrepreneurial culture, and ongoing testing will help the Art Institute better support its mission and offer an improved experience to its visitors.

Andrew SimnickHead of StrategyThe Art Institute of Chicago

Confirmed Speakers

Carlos Penzini-Granier is Brand Head of the Paramount Channel Latin America and Senior Vice President of Strategy and Business Development for Viacom International Media Networks, The Americas, responsible for the strategy and business development of the company entertainment portfolio in Latin America (MTV, Nickelodeon, Vh1, Comedy Central and Paramount Channel), the US (Tr3s: MTV, Música y Mas) and Canada, as well as their digital, mobile and online businesses.

Based in Miami, Penzini-Granier reports into Scot McBride, COO for Viacom International Media Networks, The Americas. In his role as Brand Head for the upcoming Paramount Channel in Latin America, Penzini- Granier is responsible for the overall creative and operational framework across all lines of business including distribution, programming, marketing, PR and digital. In additon, Penzini-Granier serves on the brand’s International Programming Council.

Carlos Penzini-GranierSVP, Strategy Viacom

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.

Chris HunterChief Strategy OfficerHumana

Confirmed Speakers

Chad Lusk is Chief Strategy Officer for Mid-Atlantic Convenience Stores (MACS). MACS is a ~$1.5 billion wholesale fuel distributor and convenience store operator with ~300 locations and an underlying real estate portfolio of 225 properties. Chad joined MACS in October 2011 under private equity ownership to drive corporate turnaround and value creation. In October 2013, MACS successfully sold to an affiliate of Sunoco after reaching targeted return on equity in half the time of original investment thesis. At MACS, Chad is responsible for development, execution and performance of overall strategic business plans, quantitative analysis and business performance across all lines of business. In addition, Chad has direct management over wholesale fuel distribution operations, sales and business development, fuel pricing, and Project Management Office. Prior to joining MACS, Chad was a management consultant at McKinsey & Company where he focused on Operations Performance Transformation and frontline operations and customer experience across multi-site environments. Chad received his MBA from the University

of Chicago with a triple concentration in strategic m a n a g e m e n t , f i n a n c e , a n d m a n a g e r i a l a n d organizational behavior. 

Building & Positioning High-Performing Strategy Teams

Putting a strategy function on an organizational chart is a great indicator that your organization believes strategy is a critical component in building financial value. However, are they committed to fully leveraging a strategy group and executing accordingly? Positioning an internal strategy group within an organization is critical to ensure that initiatives, long-term plans, and operational decision-making properly diagnose, exploit, and measure opportunities. Application of lessons in managerial and organizational behavior demonstrates how managing across company lines is as important as recruiting and

Chad LuskChief Strategy OfficerFerrara Candy Co.

Debra has 17+ years of experience providing strategic, business, marketing, operational and fiscal leadership for global organizations across several industries.  Currently, Debra is the Global Director of Strategy & Growth for the Creative Shop at Facebook. In this role, Debra sets the strategy for impact & scale and leads a global team of high-impact individuals & fearless collaborators who work with media partners, creative agencies, production companies and internal partners to create and develop custom programs for the world’s best Marketers. Prior to joining Facebook, Debra was the U.S. Director of Market Engagement at Microsoft. Before joining Microsoft, Debra held Account Service leadership roles at both McCann E r i c k s o n a n d A r n o l d Wo r l d w i d e a d v e r t i s i n g agencies.  Debra holds an Ed.M. from Harvard University and a B.S. in Business with a double major in Marketing and International Business from Marquette University.

The Modern Marketer, The Future PublisherAlthough   people and businesses   are more connected than any other time in history, media consumption is becoming increasingly fragmented.   Consumers all around the world are spending more time interacting with more content on more devices than ever before. The explosion of highly curated (and here-to-stay) feeds demand a different approach to content.   If you are a business leader in this hyper-connected,   content-driven   world, how can you get your message on the radar of the people who matter most to you?   Debra Bednar will share how Marketers can become world-class publishers by developing a content-driven strategy and leveraging the only tool that has ever moved minds and changed behavior—great stories. 

Debra BednarGlobal Head of Business Strategy & GrowthFacebook

As SVP and Chief of Strategy for the Department Store Group (DSG) at Hudson’s Bay Company, Ryan Craver is responsible for setting the overall DSG strategy by building strategic alliances and relationships for the business. His natural fascination with the intersection of retail and technology motivates him to ensure Hudson’s Bay remains on the forefront of the evolving "connected retail" environment. Ryan joined Hudson’s Bay Company in 2011 leading the Profit Improvement and Procurement

departments.   Prior to joining Hudson’s Bay Company, Ryan was a senior leader at Accenture for six years, driving growth and profit improvement across multiple clients, including Virgin Media, FedEx and Best Buy.

Ryan CraverChief of Strategy & SVP Corporate StrategyHudson’s Bay Company

Confirmed Speakers

Colin CarrierChief Strategy OfficerTwitch

Colin Carrier is Chief Strategy Officer of Twitch, the world's leading video platform and community for gamers. In addition to guiding new business and content initiatives at Twitch, Colin serves as the General Manager for Justin.tv, the original parent to Twitch and one of the first and longest-running live video broadcast platforms focusing on entertainment, social, creativity and poker. Previously, Colin spent 4 years at Ustream – at the time, the largest global live video network – most recently

as VP of Monetization, overseeing development and operations for all revenue lines, including advertising, PPV/subscription, ecommerce, production and enterprise sales.  As one of the earliest employees at Ustream, Colin was instrumental in securing over $75MM in series B financing, scaling the company to over 250 people, and supporting the formation of 2 joint ventures in Tokyo and Seoul. Formerly a Strategy Consultant with L.E.K. Consulting specializing in media, entertainment and technology, Colin has also been a founding partner in 2 other successful startups to date.

Gretchen Effgen joined Zipcar in 2010 to oversee Zipcar’s strategic alliance development, resulting in Zipcar’s university partnership with Ford Motor Company and alternative fuel vehicle partnership with American Honda. She now leads global strategy, new initiatives and corporate development.   Before arriving at Zipcar, Gretchen consulted on global expansion strategy for companies in creative, technology, and finance. Gretchen spent her early career as an international policy analyst for Asian governments.  Gretchen is a graduate of Tulane University and holds an MBA from London Business School. She was awarded the US Presidential Management Fellowship in 2003 and a specially designated Zipcar Innovator Award in 2012.

What’s Next for Zipcar’s Strategy?

In 2000, Zipcar set out to prove that people would, in fact, share cars. After 14 years of building a robust membership base and expanding into nearly 30 major metros, over 30 airports and an additional 350+ university and other urban communities, Zipcar is building on its mission to enable simple and responsible urban living. In this talk, Gretchen Effgen, VP of Strategy for Zipcar, will outline how the company is looking to expand its offering, measure impact and further realize that mission.

Gretchen EffgenVice President, StrategyZipcar

Shripal Shah is the Senior Vice President and Chief Strategy Officer of the Washington Redskins. In this role, Shah is tasked with maximizing the team's strategic and business prospects and wi l l a lso oversee the organization's marketing strategy and platforms, with a heavy emphasis on digital and social media integration. Shripal has more than 14 years experience in digital strategy, planning and activation. A frequent panelist at top industry conferences, including SXSW and Social

Media Week, Shah began his career at web development agencies, developing website strategies for Kenneth Cole, Seagram's, Bank of New York, and Morgan Stanley, among others. .

Shripal ShahChief Strategy OfficerWashington Redskins

Confirmed Speakers

Andrew BishopCEOBishop-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.

Insights on Innovation

Andrew will share his insights on innovation as it relates to building a successful startup company in an accelerated time frame – “innovate as if lives depend on it because they do…”

As Mashable's chief strategy officer, Adam Ostrow is responsible for defining and implementing strategy across the organization. Prior to being promoted to CSO, Adam was Mashable's executive editor, a role in which he was responsible for the company's editorial and business development strategy. In that position, Adam led the development of the Mashable Publisher Platform, created Mashable's video program and expanded the

scope of the company's syndication relationships.   Adam joined Mashable in 2007 as editor in chief, a role in which he directed day-to-day editorial coverage, authored more than 2,500 articles and grew the editorial staff from 3 to 25 employees. During his tenure as editor in chief, the site's audience grew tenfold to more than 15 million unique visitors per month.

Adam OstrowChief Strategy OfficerMashable

Irina Shames is VP Business Development and Strategy at MTV World, Viacom’s content engine and creative laboratory that generates innovative multiplatform content at the intersection of pop culture, globalization, media and music. In this role she   spearheads the division's distribution and 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, where Irina forges partnerships with brands and distributors alike in order to feed the market’s rapidly growing demand for high-quality original content. MTV World's recent partnerships have received a number of industry acknowledgements, including The Shorty Awards for Best Use of Social Media, as well as, recognition as the official honoree in the Experimental & Innovation categories at The Webby Awards.

Irina ShamesVice President, StrategyMTV World

Confirmed Speakers

Rob SanchezChief Strategy OfficerManufacture New York

Rob Sanchez is the Chief Strategy Officer at Manufacture New York, where he is responsible for strategic partnerships, sponsorships, and development of new business ventures as well as designing and executing the operating strategy, business plans, and strategic goals for the company.   Previously, Rob founded Fashioning Our Industry, conference on law, business and finance for fashion designers and launched a fashion-focused pitch event that resulted in the successful funding of two companies.   He also founded Crosby Street Gallery, an online gallery that hosted popups in vacant storefronts throughout the tri-state area.  He is a J.D. candidate at Fordham Law School where he focuses on Business Law, Fashion Law, and Entrepreneurial Law and holds a BA in English and Psychology from Yale University.

Rebuilding Strategy in an Industry in Crisis

Fashion is under pressure from all sides, increased manufacturing costs overseas, crippled domestic production, changing consumption patterns, increased scrutiny of supply changes, and changing financing patterns. MNY was built to respond to these changes by recreating a microcosm of the   industry, responding to needs within our community, and offering solutions and real-world tests of new strategies. 

Mark A. Langley became PMI’s President and CEO in December 2010 after serving over eight years as Executive Vice President and Chief Operating Officer. In the chief executive role, Mr. Langley is responsible for overseeing and serving as the lead advocate for PMI’s complex global organization, consisting of more than half a million members, certification holders and other stakeholders in more than 185 countries. In support of the PMI Board of Directors, Mr. Langley’s primary responsibility is leading the organization’s alignment to and execution of PMI’s strategic plan through the development and implementation of its operating strategies and organization.

Strategic Initiatives and Success: What You Need to Know to Drive Change in Your Organization

Strategic initiatives by their very nature drive change in an organization, and all strategic change is delivered through projects and programs. PMI’s Pulse of the Profession® reports identify the practices used in organizations that are most successful at implementing organizational strategy. Mark A. Langley, PMI’s President & CEO will discuss how high performing organizations avoid wasting the global average of $109 million for every $1 billion invested in strategy implementation and waste 12 times less than their low performing counterparts.

Mark LangleyPresident & CEOProject Management Institute

Confirmed Speakers

Alex HumphreysVice President, StrategyJSTOR

Alex Humphreys is Associate Vice President, Platform Strategy & Planning at ITHAKA, a not-for-profit organization that helps the academic community use digital technologies to preserve the scholarly record and to advance research and teaching in sustainable ways. Alex is responsible for the strategy and product design of the academic research site www.jstor.org and its affiliated sites. He has been instrumental in ITHAKA’s and

JSTOR’s strategic transformation to being a technology-enabled product company that will help it better serve users and partners.   Prior to working at ITHAKA, Alex worked at Oxford University Press, Inc. where he built an award-winning publ ishing platform for OUP’s subscription-based websites. 

Tekla BackVice President, Corporate StrategyPepsico

Tekla heads up PepsiCo Corporate Strategy. She is responsible PepsiCo’s global portfolio strategy, transformational growth strategies and for developing future leaders of PepsiCo.She has been with PepsiCo for 5 years. She started in NA Beverages Consumer Strategy. Her last role was GM VP Marketing for the $1Bn Hydration portfolio of Propel, SoBe and Aquafina brands. Prior to joining PepsiCo, Tekla spent a decade with

McKinsey & Co., in Europe and in the US. She has a doctorate in Physics from Oxford University. She is originally from Finland.

Confirmed Speakers

Tim WassermanCLO, Program DirectorIPS Learning

Dr Raymond E LevittFounder & Academic DirectorStanford Advanced Project Management Program

Tim Wasserman is the Chief Learning Officer for IPS Learning, and the Program Director for the Stanford Advanced Project Management (SAPM) program. He is responsible for developing and managing the SAPM curriculum through the dynamic partnership of Stanford faculty and IPS expert practitioners. This multi-disciplinary program focuses on helping organizations improve their strategic innovation and execution capabilities. Mr. Wasserman is an expert in the successful implementation of large scale organizational behavior change, with over 25 years of experience developing and implementing enterprise-wide initiatives for global Fortune 500 companies.

Professor Levitt is the Kumagai Professor of Civil and Environmental Engineering in the School of Engineering at Stanford University, and a Senior Fellow at the Woods Institute for the Environment. Levitt is the Academic Director and founder of the Stanford Advanced Project M a n a g e m e n t ( S A P M ) p r o g r a m , w h i c h h e l p s organizations improve their strategic execution capabilities through a unique blend of cutting-edge Stanford University research and proven techniques from leading companies and industry experts. Professor Levitt is co-author of Executing Your Strategy: Breaking It Down and Getting It Done (2008, Harvard Business School Press). He just completed his term as Chair of the 4 5 t h St a nfo rd F a c u l t y S e n a t e a n d St e e r i n g Committee. Professor Levitt is also Director of the Global Projects Center.

Aligning Your Organization to Execute its Strategy

Today’s world is teeming with new technologies, new capabilities and new ideas. But even the most forward-thinking leaderswithclearstrategicvisionstypicallystruggle toidentify, resource and manage the set of programs and projects that comprise the strategy,so thateven the smartest strategiesoftenfail. By mastering the Strategic Execution Framework (SEF) from the Stanford Advanced Project Management program, you will improve your strategic execution capabilities and propel your company through successful transformational change toward solid returns on your strategic initiatives. Using the latest research and real-life examples, Ray Levitt and Tim Wasserman will explore a practical approach for aligning the SEF’s six domains to execute strategy more successfully.

Cassandra KellyJoint CEOPottinger

Cassandra is a business woman, entrepreneur and philanthropist. She is Joint CEO of Pottinger, the multiple award-winning independent financial and strategic adv isory bus iness . Cassandra en joys he lp ing international companies committed to long term success. Having lived and worked in five continents, she assists companies to embrace global business opportunities. Given her experience of living and working in Asia, her a d v i c e i s s o u g h t a f t e r by g ov e r n m e nt s a n d corporates.   She is co-founder of the highly regarded Glass Elevator which connects, inspires and engages senior women. In 2012, Cassandra was recognised as one of the most influential women in boards and management in Australia.

Taking a New & Robust Approach to Strategic Decision-Making

Cassandra will speak about how we (and our clients) can take a new and much more robust approach to strategic decision-making so that our choices today will turn out to stand the test of time.   Why should you care? Organisations that focus too intensely on the optimisation of their business over the near term, and who seek to build incrementally on the status quo, may not be here in ten years time. You could call it the Nokia Effect - $100bn lost in barely a decade.

Confirmed Speakers

Jim BandrowskiPresidentRock Your Industry

Jim Bandrowski’s book, Corporate Imagination Plus, was the first one on how to put creativity and innovation into strategic planning. His clients have included GE, Disney, HP, AT&T, Boeing, Kaiser Permanente, Chevron, Exxon, Merck, and the USA Strategic Petroleum Reserve. These and hundreds of other organizations around the globe have employed his revolutionary Wave Thinking process to achieve breakthrough financial results. Jim has presented his model to over 25,000 CEOs, executives, and managers in 23 countries. 99% concur that it is the single factor that accounts for greatness in every field. Jim holds an MBA and two engineering degrees. 

Rock Your Industry: Lead Waves of Strategic Innovation While the Competition Makes Ripples

The next wave of   innovation is coming. Will you be crushed by it, catch it, or cause it? Everyone talks game-change. But how does a Chief Strategy Officer actually expand the minds of the executive team and division managers to conceive and successfully execute industry disrupting strategies? Based on his new book, Rock Your Industry (coming this summer), Jim will present his revolutionary Wave Thinking process. Designed to amplify the innovation intensity of your strategic planning approach, this process will give you the tools to inspire all levels of your organization to out-think and out-implement the competition.

Nitin ChaturvediHead of Retail Strategy & OperationsGoogle

Nitin Chaturvedi is the Head of Retail Strategy and Operations at Google. In his current role, he is responsible for shaping multiple aspects of Google's growing hardware retail business, including overall strategy, execution roadmap and talent management. He also oversees day-to-day supply chain and in-store operations for Google's online and retail channel. Prior to joining Google, Nitin was an Associate Partner at McKinsey and Company, where he was a core leader in its global Consumer & Operations practices. At McKinsey, Nitin served multiple Fortune 100 clients on a variety of strategy, operations and innovation topics including growth strategy for electronics retailers, new retail ventures for grocers and operations turnaround at packaged goods players. Prior to McKinsey, Nitin spent 5 years in the online and technology space helping launch early online marketplaces and designing best-of-the-b r e e d a p p l i c a t i o n s t o o p t i m i z e e n d - t o - e n d

operations. Nitin holds an MBA from The Wharton School (University of Pennsylvania), where he was on the Deans list. He also holds a Masters in Mechanical Engineering from Purdue University and a Bachelor in Mechanical Engineering from the Indian Institute of Technology (IIT) in Mumbai.

Strategy at Google

Big companies typically struggle with incubating new businesses in-house. Short-term investor pressures, disproportionate allocation of management mindshare to the core business, and a mere transplant of the mothership's culture are typical challenges, all of which choke off new incubations before they can grow. To  help navigate these challenges, companies need to take an unconventional approach to measuring business success, planning execution and   designing   the underlying organization, until the incubation has fully matured.

Bryan GoodeSenior DIrector, Product MarketingMicrosoft

Bryan is Senior Director of Product Marketing for Enterprise Social at Microsoft.   His team is responsible for articulating and delivering on Microsoft’s vision for a new way of working using enterprise social.   Prior to

joining Microsoft, Bryan held CEO and VP-level roles at several fast growing, VC funded startups.   Earlier in his career, Bryan was responsible for product and business management for SQL Server at Microsoft.  Bryan holds a Bachelor of Science degree in Electrical Engineering from the University of Kansas and an M.B.A. from Columbia Business School in New York City.

Confirmed Speakers

Nadim YacteenSenior Executive AdvisorStrategy&

Nadim Yacteen is a Senior Executive Advisor with Booz & Company based in New York.   His primary area of expertise is assisting clients with achieving their objectives by identifying, developing and helping drive execution of novel strategies.   Prior to joining Booz & Company, Nadim was a partner with Navigant Consulting, where he established and led his practice’s innovation team. He began his career with Johnson & Johnson and Novartis in a number of U.S. and Global strategic positions. Nadim received his B.S. in economics from the University of Massachusetts and serves as a guest lecturer at Columbia Business School.

Strategic Intuition - How to Make Your Strategies More Innovative

Most people and organizations struggle to innovate on any level, even fewer are able to innovate their strategies.   That’s because the skills and expertise that make top performers successful end up getting in the way of strategic innovation.   Come to this session to learn, in detail, what prevents you and your organizations from being more innovative in your strategies and how you can become a more innovative leader.

Edwin MillerFounder & CEO9Lenses

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.

Crowdsourcing Your Growth Strategy For More Optimal Outcomes

It is well known that the success of a growth strategy is dependent upon the execution as much as it is upon the plan itself. However, there is an inherent tradeoff – the most optimal strategies are often more time-consuming to craft and execute. However, by “crowdsourcing” strategy from employees, strategy leaders can rapidly form optimal growth plans AND ensure execution by gaining new levels of stakeholder buy-in. Join us as we discuss how this now possible with new technologies and share a case study of how a Fortune 50 company is re-writing the rules for Strategic Planning and Growth.

Neville CrawleyChief Operating OfficerQuid

Neville is COO at Quid, a high growth data intelligence software company based in San Francisco.  Neville spent more than a decade on management teams of high growth startups, including a leading business information group in China, an early social network in the UK, and the dominant global expert network (GLG).He spent four years at McKinsey & Co., where he working with governments and financial institutions in the Middle East through the financial crisis.   Neville originally trained in Fine Arts and received an MBA from London Business School.

A Case for Data Intelligence in StrategyBig data has opened the door for a revolution in strategy, yet most big data is still applied to tactical applications such as using internal data to drive incremental improvements in customer churn or better ad targeting. Data intelligence is the next cognitive step after big data, and has only recently become possible. During this session we will make the case for using large, unstructured external data sets to derive true data intelligence that drives strategic decision making. We will demonstrate new data intelligence techniques to: 

• Understanding your positioning in the public narrative • Foresee innovation and disruption in your sector• Develop truly data-driven sales strategy

Mark A. Langley became PMI’s President and CEO in December 2010 after serving over eight years as Executive Vice President and Chief Operating Officer. In the chief executive role, Mr. Langley is responsible for overseeing and serving as the lead advocate for PMI’s complex global organization, consisting of more than half a million members, certification holders and other stakeholders in more than 185 countries. In support of the PMI Board of Directors, Mr. Langley’s primary responsibility is leading the organization’s alignment to and execution of PMI’s strategic plan through the development and implementation of its operating strategies and organization.

Mark LangleyPresident & CEOProject Management Institute

Workshops & Roundtable Sessions

Workshop: Strategic Initiative Management: Key Business Enablers for Success - A Panel Discussion with Global Leaders

Strategic initiatives by their very nature drive change in an organization. Do you have the right strategy and knowledge to accomplish this? Attend PMI’s session on Strategic Initiative Management and discover the factors that drive and navigate change to ensure that changes are strategically aligned to business goals and close the gap between strategy development and strategy implementation.   This panel of senior executives from global organizations will discuss the strategic process from formulation to implementation and will reveal the key business enablers needed to ultimately drive successful strategy implementation to improve business results.

Mistilyn Gebow & Jesse BurnsConsultant & Senior AssociatePoint B

Recognized as a creative and intrepid problem solver, Mistilyn Gebow helps organizations drive growth and achieve strategic outcomes. For more than 20 years, she has helped clients—from multi-national corporations to early-stage start-ups — leverage their talent and technology assets to identify growth opportunities, gain market share, and scale operations.   In 2000, Mistilyn joined Point B, an employee-owned management consulting firm, where she advises clients on strategy, innovation, and business incubation.  She also works to accelerate the growth of start-ups in Point B Capital’s investment portfolio.   While Mistilyn has worked in most every industry, primary focus areas include retail, technology, healthcare, and life sciences. 

Roundtable: Inviting Customers Into the Laboratory: Navigating the Strategic Value and Risks of Sourcing New Offerings Through Customer Innovation

Mining customer insight to innovate is not new, but new technologies and customer expectations are increasing the pace and scale of customer-driven innovation.   “Co-Creation” of new products and services with customers can present significant strategic advantage yet can be fraught with financial and operational risk if not properly structured.  We will explore reliable models, both B2C and B2B, for capturing value from co-creation, without losing your shirt (or job) in the process. In the spirit of co-creation the team from Point B invites you to participate in this interactive discussion.   Please help us kick start the conversation, by completing this ten question survey.

The Information

For larger groups or special requests contact Elliott by calling +1 415 315 9404 or email ejay@theiegroup.com * Team discounts are applicable at the point of registration only.

Registration Pricing

Chief Strategy Officer SummitDate: May 22 & 23, 2014City: San FranciscoVenue: Parc 55 Wyndham Hotel, 55 Cyril Magning Street, San Francisco, CA 94102

7

F TI L

17

Ways to Register+1 415 315 9404 +1 323 446 7673 Register Online Here

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)

Silver Pass

$1595Access to all sessions &

networking events7 days access to presentations from the

summit via ieOnDemand

$1395Early Bird Price

(before March 14)

Diamond Pass

$2095Access to all sessions, networking

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

channels via ieOnDemand

$1895Early Bird Price

(before March 14)

Gold Pass

$1895Access to all sessions, networking

events & unlimited access to presentations from the summit via

ieOnDemand

$1695Early Bird Price

(before March 14)

1 Day Pass

$995Full access to the sessions to your chosen day of the summit, 7 days

access to presentations from the summit via ieOnDemand

7 dayonline access to event materials

On-Demand Pass

$600Unlimited 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 14, 2014

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

Regular Pass Options after March 14, 2014 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 Elliott Jay by calling +1 (415) 315 9404 or email ejay@theiegroup.com.Group 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 & unlimited access to ieOnDemandDiamond 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 14, 2014 incur an administrative charge of 50%. If you cancel your registration after April 14, 2014 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 SummitMay 22 & 23, 2014 | Parc 55 Wyndham Hotel | San Francisco, CAFor registration or more information on the program, please call Elliott on +1 (415) 315 9404, or fax this registration form to +1 (323) 446 7673

3. Payment Options...

Schedule

May 23Day Two

May 22Day One

Session Eight 15.30 - 17.00

F TI L

Networking Drinks 18.00 - 19.30

Session One: Keynote Presentations 08.30 - 10.30

Coffee Break 10.30 - 11.00

Session Two 11.00 - 12.00

Lunch 12.00 - 13.30

Coffee Break 15.00 - 15.30

08.30

10.30

11.00

12.00

13.30

15.00

15.30

18.00

19.30

Session Two 11.00 - 12.00

Session Three 13.30 - 15.00Session Three 13.30 - 15.00

Session Four 15.30 - 18.00 Session Four 15.30 - 18.00

Innovation & Sustainable Strategy Track Growth & Leadership Track

Session One: Keynote Presentations 08.30 - 10.30

Coffee Break 10.30 - 11.00

Session Two 11.00 - 12.00

Lunch 12.00 - 13.00

Coffee Break 14.30 - 15.00

08.30

10.30

11.00

12.00

13.00

14.30

15.00

Session Two 11.00 - 12.00

Session Three 13.00 - 14.30Session Three 13.00 - 14.30

Innovation & Sustainable Strategy Track Growth & Leadership Track

Session Four 15.00 - 16.00Session Four 15.00 - 16.00

End of Summit 16.0016.00

Confirmed Sponsors

For sponsorship information contact Patrick at plewis@theiegroup.comF TI L

Silver Sponsor

Bronze SponsorBronze Sponsor

Silver Sponsor

Exhibitor

Platinum

Silver Sponsor

Bronze Sponsor

Gold Sponsor Gold SponsorRoundtable Sponsor

Exhibitor

Silver Sponsor

Exhibitor Exhibitor

JuneChief Innovation Of!cer SummitJune 18 & 19San Francisco

IP Strategy Innovation SummitJune 18 & 19San Francisco

Partnership Opportunities: Patrick Lewis | plewis@theiegroup.com | +1 415 992 7632Attendee Invitation: Sean Foreman | sforeman@theiegroup.com | +1 415 692 5514

Flagship Summit

Expected Attendees

CXO

Social Media

Women

Digital

March Women in StrategySummitMarch 19 & 20New York

Digital Strategy Innovation SummitMarch 19 & 20New York

Chief Strategy Of!cer Summit March 25 & 26Hong Kong

AprilChief Strategy Of!cer SummitApril 29 & 30London

Chief Innovation Of!cer SummitApril 29 & 30London

DecemberChief Strategy Of!cer SummitDecember 3 & 4New York

Strategic Planning Innovation Summit December 3 & 4New York

Chief Innovation Of!cer SummitDecember 3 & 4New York

MayChief Strategy Of!cer SummitMay 22 & 23San Francisco

Strategic Performance & Change Management SummitMay 22 & 23San Francisco

SeptemberChief Strategy Of!cer SummitSeptember 17 & 18Sydney

Digital Strategy InnovationSummitSeptember 18 & 19San Francisco

Digital Marketing Innovation SummitSeptember 18 & 19San Francisco

Brand Strategy Innovation SummitSeptember 18 & 19San Francisco

OctoberDigital Strategy Innovation SummitOctober 22 & 23London

Strategic Planning Innovation Summit October 22 & 23London

Chief Strategy Of!cer SummitOctober 23 & 24Shanghai

Branding

Strategy

IP

2014 Calendar