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The Transformational Leader
Transforming IT
into a Highly Valued Business Partner
The Stamford Plaza Hotel and Conference Center
AGENDA AT A GLANCE*
Bring your CIO/IT Leader colleagues to the Summit. There is so much to learn.
Together you will be able
attend all of the breakout sessions and share your notes!
To obtain a printable version of the agenda click here.
7:00 AM - 8:00 AM |
Registration and Continental Breakfast |
8:00 AM - 8:15 AM |
Welcome and Opening Ceremonies
Location: International Ballroom
Larry Bonfante, CIO, United States Tennis Association and President, SIM Fairfield/Westchester Chapter
Greg Fell, CIO, Terex Corporation, FWSIM Executive Committee Member and Conference Lead Chairperson
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8:15 AM - 9:00 AM |
Opening Keynote: The New Voice of the CIO
Location: International Ballroom
Linda Ban, Global CIO Study Director, IBM Institute for Business Value
Moderator: Greg Fell, CIO, Terex Corporation
In a fast-moving business environment, how can today’s CIOs make the largest impact on behalf of the entire organization? To answer that question, IBM listened to over 2,500 CIOs worldwide. These one hour, face-to-face conversations made clear the changing demands on CIOs. The 2009 IBM Global CIO Study is the largest undertaking of its kind. This presentation will deliver key insights on what it takes to grow profits as a CIO today.
To retrieve Linda Ban's presentation click here. |
9:00 AM - 9:15 AM |
IMPROV Session #1: Enhancing Your Innovation and Communication Skills
Location: International Ballroom
Introduction: Larry Bonfante, CIO, United States Tennis Association
“Every person takes the limits of his or her own field of vision for the limits of the world.”
- Arthur Schopenhauer
Jim Tosone, Director, Healthcare Informatics, Pfizer, Inc.
So now, on top of everything else, you need to be a transformational leader— combining superior communication skills, deep & broad business knowledge, an innovation mindset, and a vision of the future. Improvisation techniques such as “Exaggeration” and “Reverse” are powerful tools that can help you become a transformational leader. Through a set of Improv Interludes, you will learn how to think both big and small, and how to innovate by turning conventional wisdom on its head.
To retrieve Jim Tosone's presentation click here.
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9:15 AM - 10:00 AM |
Keynote: Leadership in Challenging Times
Location: International Ballroom
Introduction: Larry Bonfante, CIO, United States Tennis Association
Anne M. Mulcahy, Chairman, Xerox Corporation
Anne will share how Xerox is meeting the challenges of the current economic to both survive and thrive in this new world order.
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10:00 PM - 10:15 PM |
Coffee Break in Solutions Exchange Pavilion
Location: Ballroom's Prefunction Area |
10:15 AM- 11:00 AM |
CIO Panel: Transformational CIOs - Who Are They, How Do They Do It and What Are The Required Skills?
Location: International Ballroom
Susan Certoma, Senior VP, COO Brokerage Processing Solutions Division, Broadridge Financial Solutions, Inc.
Brian Lurie, VP Information Technology, Stryker Orthopaedics
Christopher Mayer, Senior VP Circulation & Operations/CIO, The Boston Globe
Lee Steuber, Deputy CTO, Save the Children
Moderator: Greg Fell, CIO, Terex Corporation
Changing from being a transaction oriented CIO to a transformational leader is a significant mind set change. The transformational CIO needs a strategic technology vision as well as a deep understanding of the various businesses within the business, and of the competitive landscape outside the business. For success, the transformation CIO needs to meld people with lean processes and enabling technologies to fuel growth, increase productivity and achieve competitive advantage. The CIO must work on all three key levels -- people, process, and technology -- with deep understanding in order to achieve a transformational business model that supports and drives the business.
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11:00 AM - 11:30 AM |
Break in Solutions Exchange Pavilion
Location: Ballroom's Prefunction Area
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Breakout Sessions
Location: Internation Ballroom East & Central |
Breakout Sessions
Location: International Ballroom West
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Breakout Sessions
Location: State Ballroom |
11:30 AM - 12:15 PM |
Unleash the Efficient Enterprise
Introduction: Norm Jacknis,
Director, Cisco IBSG Public Sector
Michael Del Priore, VP, Global CIO, Church & Dwight Co., Inc.
Victor Fetter, Vice President IT, Dell, Inc.
Hank Zupnick, CIO, GE Real Estate
Thought Leader: Paul D'Arcy, Director, Services Marketing,
Dell, Inc.
Dell IT has undergone a radical transformation over the last few years, enabling it to shift from ~70% spend on Operations and ~30% on Innovation to 50%/50% by the end of 2010. Gain insight from Dell’s experience and best practices and how it has unleashed Enterprise Efficiency in its ongoing transformation. Join in a discussion with your peers on their journey to shift IT spend to allow for greater focus on strategic imperatives versus “keeping the lights on” by focusing on standardization, simplification and automation.
To retrieve the introductory slides for this session, click here. |
Financial Strategies for 2010 Planning
Saad Ayub, Senior VP & CIO, Scholastic Inc.
N. Dean Meyer, President,
N. Dean Meyer Associates, Inc.
Rob Wylie, VP of Tax,
Terex Corporation
Moderator: Michael Pellegrino, Senior VP Information Systems & CIO, Frontier Communications Corporation
World-class CIO leadership requires unprecedented financial acumen and a solid understanding of IT investments that bring real value to the business. Coming out of the worst financial crisis in 100 years, what are leading CIOs, financial executives and industry experts doing today to help their businesses effectively plan for 2010? What are issues that we need to be prepared to deal with? What are the tax code implications as well as the changes coming down the pike that will have an impact on our capital purchases and operating costs? How will you manage lights-on costs versus investments for driving the business forward? This engaging session will provide keen insights from industry leaders on what you need to be doing now together with your CEO, CFO and external partners to set IT up for success in the coming year.
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Transforming Your Career Through Mentorship
Beverly Lieberman, President, Halbrecht Lieberman Associates
Craig Cuyar, Global CIO,
Cushman & Wakefield, Inc.
Kristen Lamoreaux, Senior Director, Jarvis Walker and Founder, SIM Women
Moderator: Greg Fell, CIO, Terex Corporation
Outside of industry, organization size, and years of experience, what differentiates IT Leaders from one another? For every CIO position advertised, companies are getting hundreds of applicants. Other than how to do more with less, what have you learned lately? Have you been managing your leadership growth and development? A simple, yet often overlooked career component is mentorship. Selecting a mentor for yourself, as well as building a program for your team, can be accomplished with zero cost and yield tremendous measurable success. This session will crystallize the what, where, when, why and how of successful mentoring. |
12:15 PM - 1:00 PM |
Luncheon
Location: Atrium |
1:00 PM - 1:15 PM |
Dessert Break in Solutions Exchange Pavilion
Location: Ballroom's Prefunction Area |
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Breakout Sessions
Location: Internation Ballroom East & Central |
Breakout Sessions
Location: International Ballroom West |
Breakout Sessions
Location: State Ballroom |
1:15 PM - 2:00 PM |
Today’s Leadership: Theory and Practice
Introduction: Christopher Bernard,
FWSIM Executive Committee Member
Howard Rubin, Rubin Worldwide, Gartner Advisor, MIT CISR Associate Dan Petrozzo, CIO – Enterprise IT, Fidelity Investments
In this session, the hypothesis and realities of Transformational Leadership will be explored by Dr. Howard Rubin and Dan Petrozzo. Dr. Rubin, speaking from the theory point of view, will provide insights into transformational programs and critical leadership traits that are required as a result of changes driven by the global economy and the technology economy. Mr. Petrozzo, speaking from a best practices point of view, will add a full dose of reality from his experiences as a technology leader for such firms as Morgan Stanley and Fidelity Investments.
Their presentation will undoubtedly stimulate a lively debate between Dr. Rubin, a top observer of IT trends, and Mr. Petrozzo, a highly accomplished practitioner, on what it really means in today's world to be a transformational CIO.
To retrieve the Howard Rubin's and Dan Petrozzo's slides, click here.
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Creating Breakthrough Relationships
Michael Fabiano, VP Strategic Initiatives, NBC Universal
Michelle Garvey, Global CIO, Warnaco
Jean Hill, VP, Federal Reserve
Bank of New York
John Repko, Corporate Senior Vice President & CIO, Covance, Inc.
Moderator: Ed Pospesil,
Chairman, Technology Executives Networking Group
Building trusted relationships with members of the executive suite and down through the chain of command is critical to a CIO’s success. This requires the CIO to have an excellent understanding of the business and its competitive landscape combined with the ability to deliver IT solutions that meet and even exceed executives’ expectations. This is no easy task. Executive memories are short and, therefore, there is an ongoing need for the CIO to reinforce the relationships through more and more successes.
This session focuses on best practices and real world stories (case studies) of how the CIOs have successfully partnered with CXOs to deliver results and delight them. You will learn how to create and execute a plan to forge trusted relationships up and across the C-suite, in the lines of business (LOB), and even outside the organization with your vendor partners. Leave this session with lessons learned and tips on how to transform relationships to create successful CIO – CXO partnerships.
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Do You Know Your Brand?
Introduction: Rhona Kannon, Partner, Information Technology Division, The Cambridge Group, Ltd.
Atti Riazi, Executive Director, CIOs Without Borders
Have you done a brand audit? Do you know how you are perceived? Do you know what type of feelings your brand creates? Good brand images are instantly thought of, are positive, and are almost unique among competitive brands.
Your brand image is not something you have or you don't! It is part of who we are and most likely each of us has a few, though one or two may predominate. The key to your brand is to identify or develop the most powerful image that is true and real and reinforce it through consistency and communications. That of course needs to take place on our identity both in the physical world and the virtual one.
As IT professionals we constantly struggle with the geek mythology and stereotyping. Understanding branding and communications will help us overcome some of these myths and develop stronger and more effective presence.
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| 2:00 PM - 2:15 PM |
Break in Solutions Exchange Pavilion
Location: Ballroom's Prefunction Area |
2:15 PM - 3:00 PM |
The New World: Leadership in the Time of Transition
Introduction: Bob Boshka, FWSIM Executive Committee Member
Dr. Curtis A. Carver, Jr., Colonel, U.S. Army, Vice Dean for Education, United States Military Academy
In this exciting presentation, COL Curt Carver explores the global environment in which CIOs operate starting with a long term strategic perspective and linking it back to the technical world in which CIOs operate today. Carver examines long term implications of an increasingly hot and flat world in the context of the instrumentals of national power – economic, political, informational, and military. Given this long term perspective, he then discusses the immediate implications for CIOs now. This combination of long term perspective and analysis of immediate implications provides a unique viewpoint on the current economic situation. Recently deployed to Afghanistan and Iraq, Carver’s analysis of the current situation, understanding of the demands on CIOs now, and long term perspective provide a framework for the transformational leader of tomorrow.
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Current and Emerging Technologies
Nick Carr, Marketing Director,
Red Hat, Inc.
Richard M. Entrup, CIO,
CareOne, LLC
Matthew Josefowicz, Director, Insurance, Novarica
Ross Kudwitt, CEO, Nine Summer & Acting CTO, Advanta Corporation
Moderator: Peter Schay, President & Chief Executive Officer, The Advisory Council
Today's Transformational IT Leader must meld current and emerging technologies into an overall enterprise business/technology strategy and plan. This session will focus on technologies which are transforming business today and into the future including virtualization, cloud computing, social media, and mobile computing. Our panelists, which include leading industry experts and CIO/CTO practitioners, will discuss the emerging technology trends and provide actual use case examples of, where they have successfully realized results through use of the technology. Success is not only driven by the technology. A major component of success is creating strong relationships within the business, which the panel will also address.
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Developing the Next Generation of Transformational Leaders
Bill Pelzar, Vice President,
Gartner Executive Programs
Mark Schlesinger, CIO,
Broadridge Financial Solutions, Inc.
Sigal Zarmi, CIO & Quality Leader, GE Corporate Financial Services
Moderator: Tom Hoffman, Editor-at-Large
The global financial crisis has served as a pivot point for CXOs across industries and for CIOs in particular as they taken on more active roles as transformational leaders. Visionary CIOs not only must step up and help revolutionize their enterprises' businesses, they must also groom the next generation of IT/business executives with the tools they'll need to take the organization to the next level. Learn how CIOs are preparing up-and-coming leaders to drive transformational growth in the New Economy and how they're planting the seeds for future innovation.
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| 3:00 PM - 3:30 PM |
Break in Solutions Exchange Pavilion
Location: Ballroom's Prefunction Area |
3:30 PM - 3:45 PM |
IMPROV Session #2: Enhancing Your Innovation and Communication Skills
Location: International Ballroom
Jim Tosone, Director, Healthcare Informatics, Pfizer, Inc.
To retrieve Jim Tosone's presentation click here. |
3:45 PM - 4:30 PM |
Search Executive Panel: Transformational CIOs - What Are CEOs/CXOs Looking For In The CIO? What Skills Beyond Technology Are Needed? What Are The Implications for
Today's CIOs?
Location: International Ballroom
Shawn Banerji, Managing Director, Russell Reynolds Associate's Technology Sector
Tarun Inuganti, Partner, Spencer Stuart
Beverly Lieberman, President, Halbrecht Lieberman Associates
Mark Polansky, Senior Client Partner & Managing Director, Information Technology Officers Practice,
Korn/Ferry International
Phil Schneidermeyer, Partner, Heidrick and Struggles
Moderator: Joe Puglisi, Vice President & CIO, EMCOR Group, Inc.
Listen, learn and interact with this world-class panel of search executives, who have invaluable insights into the changing role of the CIO from transactional to transformational leader. They will provide an in-depth perspective on the qualities of CIO/IT leaders that CEOs/CXOs are looking for in today’s environment and the skill sets and experiences needed to meet/exceed expectations.
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4:30 PM - 4:45 PM |
Special Briefing: Servant CIO Leadership and the Special Olympics
Location: International Ballroom
Introduction: Larry Bonfante, CIO, United States Tennis Association
André Mendes, Senior Vice President, Strategic Planning & Global CIO,
Special Olympics International
To retrieve André Mendes's presentation click here. |
4:45 PM - 5:00 PM |
Summit Wrap Up and Prize Drawings
Location: International Ballroom
Larry Bonfante, CIO, United States Tennis Association and President of Fairfield/Westchester SIM Chapter
Greg Fell, CIO, Terex Corporation, FWSIM Executive Committee Member and Conference Lead Chairperson
Ursuline Foley, Senior VP and CIO, XL Corporation and Co-Conference Chairperson
Norm Jacknis, Director, Cisco IBSG Public Sector and Co-Conference Chairperson
Michael Pellegrino, Senior VP IS & CIO, Frontier Communications Corporation and
Co-Conference Chairperson
Joe Puglisi, VP and CIO, EMCOR Group, Inc. and Co-Conference Chairperson
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5:00 PM - 6:00 PM |
Executive Reception and Networking |
* The agenda is subject to change.
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