www.JPKGroupSummits.com

OrganizationalIntelligence2016

Data, Customer & Competitive Intelligence Optimization Summit

Data Science | Customer Analytics | Competitive Intelligence Innovation &Insights | Predictive Modeling | VOC Optimization | Market Scenario

Planning | Customer Experience | WargamingJourney Mapping | Experience Design

June 16-17, 2016 | Boston, MA

#JPKGroup

LEARN. CONNECT.

TRANSFORM.

Reasons to Attend

Our forums allow attendees tolearn and share best practices,walk away with real-concrete,actionable solutions and expandtheir professional skill sets. Theagenda allows you to choosebetween multiple break outsession options so you and yourteam can converse and interactwith other attendees andpresenters. By attending, you andyour group will walk away withinvaluable-actionable examples,insights and connections that willhelp you tackle challenges in yourcurrent role.

Unique Format

This attendee focused summit is a unique blend of topics that are key toorganizational success....customers, competitors and data management.Organization Intelligence 2016 is a comprehensive, educational andnetworking forum designed for senior practitioners and organizationslooking to use data, analytics, customer insights and market intelligenceto grow, improve and gain a competitive advantage in their industry.This unique summit allows attendees to take in the latest strategies,best practices and methodology in an intimate and educationallyfocused environment while networking with a diverse group of expertsand peers.

The JPK Group brings the right people together to share and discussbest practices on today's business challenges. Our unique educationalforums and discussions are more than just an ordinary"conference." We believe that the environment at a forum is crucial tolearning. We value our intimate learning and networking environmentand strive to never compromise that with vendors or other outsidegroups pitching to our audience.

Along with the excellent learning and networking opportunities, yourtuition fee covers a full, hearty breakfast, lunch, snacks andrefreshments for both days. Also, stay after the last session on day 1 forour networking reception and relax with drinks while you network withyour peers in a vendor-free atmosphere.

We understand not everyonelearns at the same pace ordelivery method. Our learningsessions range from 1 hourkeynote sessions, to longerworkshop sessions andinteractive group dialogue anddiscussion sessions that offermore hands-on, interactivelearning. These sessions aredesigned to help each attendeeget the absolute most out of theother attendees and speakers.

What's Included

Along with the excellent learningand networking opportunities,your tuition fee covers a full,hearty breakfast, lunch, snacksand refreshments for both days.Also, stay after the last sessionon day 1 for our networkingreception and relax with drinkswhile you network with yourpeers in a vendor-freeatmosphere.

Breakout Sessions

20-year-old

Marianne Teigen

recently published

her first young

adult novel, and

in only a month,

it has reached the

New York Times

Bestsellers list.

7:45 am Registration and Breakfast8:15 am Welcome and Opening Comments

Data Science & Analytics

11:00 am Data Foundation &Information DeliveryEstablish sound data management

procedures that encourage accuracy

and transparency

1:00 pm Intelligence Frameworkfor Big DataTackle big data architecture and

analytics with a comprehensive

strategy

2:15 pm Data Mining on a BudgetSimple, impactful and cost effective

data management techniques

3:30 pm Anticipate Customers’Future Behavior with PredictiveAnalyticsHarnessing predictive analytics to

forecast future trends in customer

behavior, buying patterns and market

size

Customer Insights & Experience

11:00 am Innovation throughExperienceHarnessing the value of design to

address complex business

challenges

1:00 pm Operationalizing NetPromoterMove beyond just tracking your

score

2:15 pm Voice of CustomerOptimizationCapture the true insights that

drive your customer’s decision

making

3:30 pm Experience Impact andExecutionTransform and empower your

front line employees with a sound

customer experience strategy

Competitive Intelligence

11:00 am Developing a HighPerformance Intelligence andInsights TeamBuilding an advanced intelligence

function leading to efficient

performance

1:00 pm Building CI on a BudgetCreating value when resources are

scarce

2:15 pm Competitive IntelligenceScenario PlanningAnalyzing and understanding future

trends

3:30 pm Using Intelligence to SpotPotential Growth OpportunitiesInnovative approaches to market

intelligence and discovering growth

areas

12:00 pm Lunch

2:00 pm 15 Minute Networking and Refreshment Break

4:30 pm Networking Receptionwww.JPKGroupSummits.com

8:30 am Opening Address: Experience Matters Gain insights and an intelligence baseline through a day in your customer’s eyes

9:30am 15 Minute Networking and Refreshment Break9:45 am Keynote: Collaborative Analytics and InsightsUniting strategy with organizational intelligence to anticipate industry change 10:45 am 15 Minute Networking and Refreshment Break

Morning Keynotes

3:15 pm 15 Minute Networking and Refreshment Break

Breakout Sessions

20-year-old

Marianne Teigen

recently published

her first young

adult novel, and

in only a month,

it has reached the

New York Times

Bestsellers list.

7:45 am Registration and Breakfast8:15 am Opening Comments

11:00 am Customer Success through Analytics

1:00 pm Journey Mapping Workshop

11:00 am Innovative and Ethical Ways to Collect CI

12:00 pm Lunch

3:30 pm Adjourn

www.JPKGroupSummits.com

8:30 am Keynote: Driving Innovation through InsightsCombining customer, data and market intelligence to drive innovation and improvements in real-time

9:30am 15 Minute Networking and Refreshment Break9:45 am Keynote: Turning Data Into a Strategic AssetEmploy data analysis and metrics across every function in the organization by creating a data/insight-driven culture

10:45 am 15 Minute Networking and Refreshment Break

Morning Keynotes

1:00 pm Competitive Wargaming and Simulations Workshop

Manage customers and make sound decisions through customer data and insights

Identify the gray areas of CI and discuss ethical boundaries

Analyze and optimize your customer touch points and path for success

Develop situational awareness of competitive position

Michael Kanazawa – Partner – Strategy, Innovation and Transformation at EYMichael is currently Partner - Strategy, Innovation and Transformation at EY where he is focusedon bringing the model of blended strategic and design thinking to solve clients' needs ininnovation, strategy and transformation. Michael is also Co-author of BIG Ideas to BIG Results(FT Press - Pearson Hall, 2008), winner of two awards on innovation and business managementand localized for multiple global markets.

Jason Ulaszek – Founder and Principal at InzovuJason Ulaszek is the founder and principal of Inzovu, an international organization founded totackle and solve social problems through design. Most recently, Inzovu has applied disciplinesranging from architecture, service design, design research and brand strategy to complexchallenges proposed by the University of Southern California School of Social Work and the KigaliGenocide Memorial

Roy Barnes – President Blue Space ConsultingCustomer Experience and Performance Management Expert; Former SVP at Marriott VacationClub International; Author of "Customer Experience For Dummies"

Don Gray – Head of Enterprise Data Management at Cigna

Scott Lehner – Digital and Lifecycle Marketing Senior Consultant at Crossbow Group, LLCScott is a senior marketing executive with track record of driving strong business results in B2Cand B2B digital marketing. He’s held senior positions with a number of leading organizationsincluding, Constant Contact, Yahoo!, Hewlett-Packard, Ancestry.com and Intuit. Scott currentlyworks at CrossBow Group where he consults with a variety of industries and organizations usingdata driven customer centric approach to lead generation / nurture, conversion, retention,engagement, loyalty, CRM, and growing LTV.

Srinivasan Sankar – Practice Leader – Enterprise Data at The Hanover Insurance Group

Michel Bernaiche – Director, Program Development at Aurora WDCFormer Chairman of the Board of Directors & Interim CEO at SCIP (Strategic and CompetitiveIntelligence Professionals); Former Senior Manager Competitive Intelligence at Dunkin' Brands;Former Manager of National Competitive Intelligence at SUPERVALU

Raleen Gagnon – Director Market Intelligence & Strategy at ManpowerGroup SolutionsRaleen Gagnon is the Global Director of Market Intelligence and Strategy at ManpowerGroupSolutions, TAPFIN. In this role she oversees competitive and market intelligence along with thedevelopment of consistent process and insight related to client engagements and solutions offered. Raleen manages all research; market demand, and global trend analysis to develop and supportactionable insight for country-specific go-to-market planning.

Craig McHenry – Senior Director, New Business Development at The ABIS GroupCraig McHenry has, most recently, served as Director of Competitive Intelligence for Wyeth Nutrition,Nestlé. He spent the past 21 years in the pharma industry contributing his CI expertise across severalbusiness functions including business development, secondary research and analysis, and marketresearch. Craig played a key role in forming AHP/Wyeths first Business and Competitive Intelligencefunction, eventually directing a team of seven within a Competitor Insights function supporting newproducts and commercial brand decision makers.

Victoria Lefevers – Former Manager, Market and Competitive Intelligence at CarboniteVictoria is passionate about building knowledge communities in order to make intelligence workaccessible to all practitioners. She joined Carbonite in 2014 to stand up the company's marketand competitive intelligence function, and previously ran communications for the CI division atEMC. Victoria's formal training is in qualitative research methods; she holds a MBA andcertificate in CI from Johns Hopkins University, and a MA in Communication from UNCGreensboro

Ashish Mrig – Architect/Sr. Manager, Big Data Solutions at Rovi Corporation

Peter V. Henstock – Senior Data Scientist: Machine Learning, Software Engineering, Statistics& Visualization at Pfizer

Brian Greenberg – Market and Competitive Intelligence at Aruba Networks (part of HewlettPackard)

Mark Lyons – Senior Product Manager at Hewlett-PackardMark is Senior Product Manager on the Hewlett-Packard Enterprise Big Data Platform team. Hehas experience in B2B software product management and strategy consulting. His areas ofexpertise include SaaS, IoT, data analytics, new product launches, GTM strategy and innovation.Mark is a Rensselaer Polytechnic Institute alumni.

Arik Johnson – Founder and Chairman at Aurora WDCArik Johnson is Chairman of Aurora WDC, the intelligence advisory firm he founded in 1995.After stepping aside as CEO in late 2009, today Arik serves as Managing Director and leadarchitect at Aurora’s R&D lab, think tank network and intelligence policy institute, the Centerfor Organizational Reconnaissance (COR).

Rich Simmons – Market and Competitive Intelligence at NetSuiteMarketing and Competitive Intelligence professional with 15+ yrs experience. Skilled in relatingthe competitive landscape into strategic campaign opportunities, and tactical content. Currentlyworking in the Cloud ERP market. Experienced in managing a marketing intelligence teamsupporting software defined and cloud infrastructure management solutions. Skilled in crossfunctional team leadership, GTM activities, customer level engagements and field messaging.

"I’ve attended 15+ SCIP/Frost &Sullivan conferences and this hasbeen the most valuable to me.Practical and actionable."

"It was great not having 'vendors'selling/promoting services duringbreaks or in speaking sessions."

"Relevant topics and diverse butrelatable group of speakers."

"Informal dialogue and peerlearnings was great! Ability tolearn/become aware of new toolsand concepts."

VPs, Managers, Directors &

Analysts of: 

Business Intelligence

Data Management

Customer Insights &

Research Analytics

Data Science

Customer Experience

Market Intelligence

Business Systems

Data Engineers / Architects

CTOs, CIOs, CSOs

Competitive Intelligence

Information Systems

Research & Innovation

Market Analysis

Sales Intelligence

Product Management

Strategic Marketing

Customer & Web Analytics

Statisticians 

Strategic Planning

Customer Care/Loyalty

And anyone dealing withorganizational intelligence, dataand planning...

We currently have a discounted room rate for our

attendees. There is a limited amount of rooms at the

discounted rate so reserve today in order to secure

your rate.

You may reserve your room by phone:

1‐866‐324‐6914 (mention the JPK Group name to

receive the discount).

Reserve Your Room online at

https://aws.passkey.com/g/55265755

$299/night

Limited amount of discounted rooms available.

Room block ends May 27th, 2016.

Hyatt Regency Boston

1 Avenue de LafayetteBoston, MA 02111617-912-1234

JPK Group LLC is registered with the National Association of State Boards of Accountancy (NASBA)as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Stateboards of accountancy have final authority on the acceptance of individual courses for CPE credit.Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsorsthrough its website: www.learningmarket.org.

Recommended Field of Study: General

Program Level: Basic

Delivery Method: Group‐Live

Prerequisites: None

Advanced Prep: None

POSTMODERNPAINTING. Stella

alternately paints inoil and watercolor

_________________________________________________________________________________________Attendee Name

_________________________________________________________________________________________Title Organization

_________________________________________________________________________________________Email Phone

_________________________________________________________________________________________Additional Attendee Name

_________________________________________________________________________________________Title Organization

_________________________________________________________________________________________Email Phone

_________________________________________________________________________________________Additional Attendee Name _________________________________________________________________________________________Title Organization

_________________________________________________________________________________________Email Phone

Credit Card Payment Information

_________________________________________________________________________________________Name on Card

_________________________________________________________________________________________Card Number

_________________________________________________________________________________________Expiration Date CV2 (card verification number)

_________________________________________________________________________________________Billing Address

_________________________________________________________________________________________City/State/Zip

DECEMBER 2016

Summit Registration Attendee Participation RatesEarly registration and group discounts below

1 Person - $1,499 total (a $300 discount)2 People - $2,899 total (a $700 discount)

3 People - $3,999 total (a $1,400 discount)4+ People - Email registration@jpkgroupsummits.com

Pay by Check

Checks should be made payable to JPK

Group LLC. The mailing address for checks

and tax forms is 11251 Rancho Carmel

Drive #502876, San Diego, CA 92150

Cancellation/Rescheduling Policy

All cancellations made four weeks or

longer from the summit’s start date will be

provided a full refund or credit toward

current or future JPK Group programs.

Any cancellations made within four weeks

of the programs start date will be provided

with credit toward current or future JPK

Group programs.within four weeks of the

programs start date will be provided with

credit toward current or future JPK Group

programs.

Online:JPKGroupSummits.com

Fax: 888-651-9685

Phone: 858-386-0013