Strategic Performance & Change Management

SummitDriving Performance Improvement Within Your

Organization

May 22 & 23, 2014Parc 55 WyndhamSan Francisco, CA

Previous Speakers

Previous Speakers• Director, Strategy, PepsiCo• Manager, Strategy Project Program, Net-A-Porter• Associate deputy Administrator, Strategy & Policy, NASA• Director, Strategy & Business Development, Rosetta Stone• Director, Business Strategy & Development, Disney & ESPN• Director Open Innovation Networks, Swarovski• Senior Director, Strategy & Corporate Development, US Cellular• VP, Business Development & Strategy, FordDirect• Director, Strategy Planning and Analysis, FedEx Services• SVP, Strategy and Portfolio Management, Global R&D, PepsiCo• Director, Digital Strategy, Citi• Director, Global Communications & Change Management, Whirlpool• Senior Vice President, Chief Operating Officer, Electronic Arts• Vice President, Strategy & Director, European Operations, Strategic Planning Society• Chief Marketing Officer, Story Worldwide• Director, Workplace Initiatives, Turner Broadcasting Systems• Interim Head of Digital, BET Networks• Director of Human Resources, InterContinental Hotels Group• Leader, Global Strategic Workforce Planning & Analytics, GE Aviation• VP, Corporate Strategy, Hilton Worldwide

Past Delegates Include

• VP, Strategy, Walt Disney Studios

• VP, Corporate Strategy, PayPal

• VP, Customer Campaigns, AMEX

• VP, Strategic Services, Wells Fargo

• Director, Strategy & Planning, Best Buy

• Sr Dir, Strategy, Boeing

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 performance & change management is central to business success. In the modern business environment technological developments and the advances of globalization have created unparalleled opportunities for businesses to expand their markets. But new opportunity has opened the door to new challenges. This summit will focus on the solutions offered by innovative strategic planning. It will comprise of learning objectives, illustrated intermittently with a number of exploratory case studies, to include:

• Methods designed to deliver the most effective impact on your business through effective strategic planning.• Tactics to optimize the role of Strategic Management in your organization.• Learning how to transform the way you set strategy, align resources & effectively execute to deliver superior business outcomes with speed and scale.• The essential balance between strategy formulation and ensuring flawless execution.

About The Summit

Speakers

As the National Aeronautics and Space Administration’s Associate Deputy Administrator for Strategy and Policy, Dr. Keiser reports directly to the Deputy Administrator and supervises the O?ce of Strategy Formulation.  She serves as the coordinator for agency-level policy and strategy e?orts.   She helps implement a wide range of initiatives in support of NASA's goals, and integrates the e?orts of the Agency's various strategic planning o?ces to ensure consistency with the White House and legislative direction.  Dr. Keiser earned a Bachelor of Arts in Japanese Studies, a Master of Science in Politics of the World Economy, and a doctorate in International Studies.

Rebecca Spyke KeiserAssociate Deputy Administrator, Strategy & PolicyNASA

-- Lead Business Strategy team in analysis of new business opportunities and distribution industry dynamics -- Identify risks and opportunities for the long-term economic future of the Disney and ESPN Media Networks and submit strategic recommendations to Sr. Management-- Manage a team of three high-performing analysts

Frank ArthoferDirector, Strategy & Business DevelopmentDisney & ESPN Media Networks

Kapil Jain has a proven track record in strategy and operations of high-tech products and services in a variety of industries – software, medical devices, internet, energy, and telecommunications. Kapil has also advised Fortune 500 clients and worked across North America, India, and the Middle East. Also worked with start-up teams of two successful entrepreneurial ventures. With regards to specialties, Kapil is focused on growth strategy, innovation, business development, go-to-market strategy, customer segmentation, customer experience innovation, product marketing, and sales force effectiveness.

Kapil JainSenior Director, Strategy & Business DevelopmentRosetta Stone

With 10+ years of experience in e-commerce and a background in digital design, Theresa is a Strategic Programme Manager at the Net-A-Porter Group. Based in New York and responsible for the delivery of transformation and change programmesboth globally and across the Americas, Theresa has also worked in London, South Africa and Hong Kong.

Well-travelled, with ear and eye tuned to working cultures and methodologies, she believes in culture rather than process as a delivery driver. Theresa currently resides in New York City where she can be found either in Net-A-Porter’s incredibly stylish and cubicle free offices, or at Columbia University pursuing her business management studies.

Theresa AustinStrategic Program ManagerNet-A-Porter

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

Defining Change

The interactive entertainment and video game industry is one of the most dynamic and fast changing sectors in the world today. Characterized by rapid shifts in technology, consumer preferences and business models, the global games market is in a constant state of evolution. For over 30 years, Electronic Arts (EA) has remained at the forefront by both directing and responding to change; the company’s original motto was “We See Farther”. Over his 20+ year career in the games industry and at EA, Bryan Neider (SVP, Global Operations and Shared Services) has led a number of change initiatives across EA and will share his experience through the lens of the five stages every company must navigate to success fully manage change and drive high performance.

Bryan NeiderSenior Vice President, Global Operations and Shared ServicesElectronic Arts

Evan Shaver is in his second stint with Pepsico, originally leaving the company in

2006 to pursue other opportunities and then rejoining in 2011. In his current role as Senior Director of Strategy for Frito-Lay’s Growth Ventures organization, he identifies new business opportunities and provides a perspective on the competitive landscape. He also influences Frito-L a y ’s St r a t e g i c Bu s i n e s s P l a n a n d d ev e l o p s presentations for the investor community.

Evan ShaverSenior Director, StrategyPepsiCo

He holds BBA and BA degrees from Southern Methodist University as well as an MBA from Harvard Business School. He was also consultant with McKinsey and Company, focusing on the retail and consumer packaged goods industries.

Elliot Rawls is Senior Director of Strategy and Corporate Development for Chicago-based, U.S. Cellular Corporation, a wireless carrier with close to 6M subscribers and over $4B in revenue. His team’s responsibilities include strategy development and assessment, strategic long range forecasting, enterprise risk management, and short and long-term business analysis. He’s also overseen the strategic and financial evaluation of numerous acquisition and divestiture opportunities. Prior to his current role, Rawls held positions at US Cellular in pricing strategy, business development, and research and communications. Prior to US Cellular, he was President of The Cambaire Corporation, a consultancy that provided market

research, financial, and general management services. Rawls earned his MBA at Stanford and holds BA and BARCH degrees, both in architecture, from Rice University.

Three Things That Can Undermine Your Long-Term Forecast

“What does your long-term plan represent: Your operational forecast? Your strategic opportunity? Your aspiration?” The objective is to outline the difference between a “forecast of the future” and “a picture of strategic potential”.

Elliot RawlsSenior Director, Strategy & Corporate DevelopmentUS Cellular

Josh has two decades of award-winning integrated and digital experience across a wide variety of industries and geographies. At Story’s Chief Marketing Officer he is responsible for the New Business and the Strategy & Measurement teams. Previously he was Chief Digital Officer at Grey NY, where he worked on campaigns for Canon, Hess, Red Lobster and Pantene. Previously, as the Managing Director of Digital at Euro RSCG (now Havas) he managed the whole of the digital operation driving digital campaigns for Dos Equis’ “Most Interesting Man”, Volvo, ExxonMobil, GSK and Charles Schwab.

The Meta-Mission of Storytelling

Every corporate stakeholder—employees, partners, customers, analysts, regulators and so on——needs to know exactly what a company stands for, where its going and why. Without such unified understanding of vision and strategy, no company can perform. This is especially true at a time of change (which, these days, is virtually all the time). Story Worldwide, a content advertising and branding company, has perfected a compelling and proven process to allow a company to arrive at and consistently tell its most meaningful core story. Undergoing such a process and discovering the central corporate narrative is the first crucial step of "Driving Change" in any organization.

Josh GoldenChief Marketing OfficerStory Worldwide

Brett Lutz has spent 15 years driving o rg a n i z a t i o n c h a n g e a n d s t r a t e g i c b u s i n e s s transformation in industries spanning from gold mining to energy exploration to health care. In his role as Director of Global Communications and Change Management at Whirlpool Corporation, Brett straddles the sometimes perilous line between corporate strategy and organization identity, with a focus on keeping 70,000 employees in 42 countries engaged, enamored and enabled…and with a goal of propelling Whirlpool into their next century as a global market leader.

Agitate, Spin, Tumble, Fluff, Repeat: I n d u s t r i a l M e t h o d s t o D e l i v e r Transformational Change at Whirlpool Corporation

When must evolution become revolution in a century-strong global organization? How do you surface the collective pride and passion of 70,000 individuals, provide them with a singular forward direction, and make sure you’re not facing the bayonets when they reach the destination? Brett Lutz, Director of Global Communications and Change Management at Whirlpool Corporation discusses the change program that is driving a culture of consumer-centricity and enabling this consumer products global leader to deliver innovative moments that matter to future generations.

Brett LutzDirector, Global Communications & Change ManagementWhirlpool

Working closely with Global Business leaders, Sector and R&D leaders to accelerate delivery of incremental, profitable innovation across PepsiCo.

Responsible for: establishing and ensuring delivery of innovation priorities; balancing sector business needs with available financial and talent resources; establishing process, governance and tools for managing the innovation portfolio and decision making on resource tradeoffs.

Managing New Product Innovation in Consumer Packaged Goods

Successful new product innovation can be complex and challenging in consumer driven industries. Managing the innovation process and creating an innovation strategy will need to account for the size, growthand maturity of the market as well as environmental factors, M&A opportunities, transformation needs and lifecycle of the portfolio. PepsiCo is one of the world's leading food and beverage companies with over $65 billion in net revenue in 2012 and a global portfolio of diverse and beloved brands. Christine will touch upon what it means to work closely with Global Business leaders, Sector and R&D leaders to accelerate delivery of incremental, profitable innovation across PepsiCo.

Christine CioffeSVP, Strategy and Portfolio Management, Global R&DPepsiCo

Raghavendra is the director of Digital Strategy and Testing within Citi Retail Services. He is responsible for the group’s digital strategy that focuses on bringing best in class digital customer experience to our customers and seamless integration with our partners. With over a decade managing internet, mobile banking, ATMs, self service phone banking and content management in India, S ingapore , Austra l ia and the Un i ted States ; Raghavendra brings a unique global perspective to managing large diversified, global, corporate and consumer financial services organisations specializing in remote customer touchpoints and channel management ( Internet , Mobi le , Phone Bank ing and ATMs) , Raghavendra topped his university Bachelors of Engineering (Karnatak University, India) & has an MBA in International Trade and Finance from Victoria University, Australia.

Defining Success – Organizational Strategy

When we speak about strategy and change, companies face common challenges. In this interaction, Raghavendra (Raghu) Bhat will talk about ingredients that will help increase chances for your strategy to succeed in rapidly changing world.

Raghavendra BhatSVP, Director Digital Strategy & TestingCiti

Presentations also from...

Chief Strategy Officer SummitThe flagship Chief Strategy Officer Summit is co-located with the Strategic Performance Management Summit.Benefit from attending both - email zyasin@theiegroup.com

Ways to Register

The Information

Registration Pricing (now closed)

Strategic Performance & Change Management SummitDate: May 22 & 23, 2014 Venue: Parc 55 WyndhamCity: San Francisco, CA

For larger groups or special requests contact Zain by calling +1 415 992 5352 or email zyasin@theiegroup.com * Team discounts are applicable at the point of registration only.

+1 415 692 5514 +1 415 992 5352 Register online here for next year’s event

Group Discount Offers3 Silver Passes: $3000 ($1000 per attendee)5 Silver Passes: $4500 ($900 per attendee)3 Gold Passes: $3900 ($1300 per attendee)5 Gold Passes: $6000 ($1200 per attendee)3 Diamond Passes: $4500 ($1500 per attendee)5 Diamond Passes: $7000 ($1400 per attendee)

F TI L

Silver Pass

$1395Access to all sessions &

networking events7 days access to presentations from the

summit via ieOnDemand

$1195Early Bird Price

(before March 14)

Diamond Pass

$1895Access to all sessions, networking

events, annual subscription to all content on the Big Data & Analytics channels via

ieOnDemand

$1695Early Bird Price

(before March 14)

Gold Pass

$1695Access to all sessions, networking

events & unlimited access to presentations from the summit via

ieOnDemand

$1495Early Bird Price

(before March 14)

1 Day Pass

$695Full 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: $1195 Attendees ____ Early Bird Gold: $1495 Attendees ____ Early Bird Diamond: $1695 Attendees ____

Regular Pass Options after March 14, 2014 Silver Pass: $1395 Attendees ____ Gold Pass: $1695 Attendees ____ Diamond Pass: $1895 Attendees ____

Group Discount Pass Options 3 Silver Passes: $3000 ($1000 per attendee) 5 Silver Passes: $4500 ($900 per attendee) 3 Gold Passes: $3900 ($1300 per attendee) 5 Gold Passes: $6000 ($1200 per attendee) 3 Diamond Passes: $4500 ($1500 per attendee) 5 Diamond Passes: $7000 ($1400 per attendee)

For larger groups or special requests contact Zain Yasin by calling +1 415 992 5352 or email zyasin@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 Form (closed)Strategic Performance & Change Management SummitMay 22 & 23, 2014 | Parc 55 Wyndham | San Francisco | CAFor registration or more information on the program, please call Zain on +1 415 992 5352, or fax this registration form to +1 (323) 446 7673

3. Payment Options...

Other Pass Options 1 Day Pass: $695 Attendees ____ On-Demand: $600 Attendees ____

7 Schedule

Networking Drinks 17.00 - 19.00

May 23

Session One 08.30 - 10.00

Coffee Break 10.00 - 10.30

Session Two 10.30 - 12.00

Lunch 12.00 - 13.30

Session Three 13.30 - 15.00

Coffee Break 15.00 - 15.30

Session Four 15.30 - 17.00

Day Two

May 22Day One 08.30

10.00

10.30

12.00

13.30

15.00

15.30

17.00

19.00

08.30

10.00

10.30

12.00

13.30

15.00

15.30

17.00

Session Five 08.30 - 10.00

Coffee Break 10.00 - 10.30

Session Six 10.30 - 12.00

Lunch 12.00 - 13.30

Session Seven 13.30 - 15.00

Coffee Break 15.00 - 15.30

Session Eight 15.30 - 17.00

F TI L

Previous Sponsors

For sponsorship information contact Patrick at plewis@theiegroup.com

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