Past Summits

2017 Charlotte CIO Executive Leadership Summit

Ritz-Carlton Charlotte, Charlotte, NC


  • "Leadership matters. The most important decisions you make are around the talent that you develop internally and bring in externally - plus the environment you create to enable people to thrive."

    Brad Strock
    CIO
    PayPal

Event Highlights

Reimagining the Enterprise in the Next Era of the Digital Age

 

Digital disruption is ushering a new wave of business model innovations. Because digital transformation is a journey, the CIO and other members of the C-suite must recognize that new technologies and emerging innovations represent continual change. As technologies such as blockchain, artificial intelligence and hyper-convergence offer new ways for doing business, the CIO is uniquely positioned to deliver bold, game-changing leadership, engender transformational innovation, and steer the enterprise into the next era of digital business. 

The leadership traits and skills required by technology leaders to help champion customer-centric efforts will be the focal point of the 2017 Charlotte CIO Executive Leadership Summit.


  • Chris Bedi
    CIO
    ServiceNow

    Chris Bedi joined ServiceNow in September 2015 and currently serves as ServiceNow’s CIO. Prior to joining ServiceNow, Bedi served as CIO of JDSU from August 2011 to March 2015 where he was responsible for IT, Facilities, and Indirect Procurement. Prior to JDSU, Bedi held various positions at VeriSign from April 2002 until August 2011, including CIO, VP Corporate Development, and VP HR Operations. Bedi began his career at KPMG Consulting from June 1996 to April 2002. He holds a Bachelor’s degree in Computer Engineering from the University of Michigan.

  • Shoukat Ali Bhamani
    CIO, CPO, & VP Digitalization
    Schaeffler Group Americas

    Shoukat Ali Bhamani is the Chief Information & Digital Officer (CIO & CDO) for the Schaeffler Group Americas, a global automotive, industrial & aerospace manufacturer with $3.2B revenue and 13,000 employees in Americas.  Over the past 20 years, Shoukat has led several operational and strategic business functions to support a double digit growth in the manufacturing environment. This includes Strategic Planning, General Management, R&D, Program Management, Quality Systems, Continuous Improvement, Process Management and IT. His effective transformation leadership has successfully aligned the IT priorities to the business needs via program management, roadmaps, goals, KPIs and strategic initiatives, across multiple platforms & business units, nationally & internationally.  Resulting in a uniform SAP landscape region wide, measurable business improvements, additional sales opportunities, optimized business processes & supply chain, efficient technology & infrastructure, IT cost transparency, and a high performance IT team to support business growth & strategy. He has recently taken over the responsibility of digital transformation and is in the process of prioritizing business needs. 

    His business experience includes 10+ years of successful customer relationships to manage key programs & business development to support a significant increase in market share and bottom line.  His R&D contribution includes several new product development initiatives to meet the market challenges of new innovation and technology.  His international experience includes major programs across multiple platforms & business units, including product development, manufacturing, investment, cost reduction & IT projects in US, Canada, Mexico, Japan & Germany. Shoukat received his Bachelor's (NED) and Master's (McGill) degrees in Mechanical Engineering, and an MBA from Case Western Reserve University.  He lives in Fort Mill, SC with his wife and two children

  • Jenny Blackburn
    Director, Business Intelligence
    Charter Communications

    Jenny Blackburn is the Director, Business Intelligence. She provides overall leadership and strategic direction for Business Intelligence teams that create various classes of BI applications, including dashboards, scorecards, reporting applications, visualization, and other advanced analytical applications.  This position requires her to working closely with multiple business partners to turn their business strategy and objectives into differentiating business intelligence solutions. 

    Jenny has 10+ years of experience at TWC in various leadership and quality assurance roles, while part of the data warehouse team within IT.  She has knowledge and experience in establishing, growing, and leading evolving organizations across project management, development, business analysis, and quality assurance disciplines; in defining and evolving processes and procedures; in relationship building; in understanding business data/solutions; in adapting quickly to change; and in maintaining a highly motivated and engaged team in challenging business environments.  Jenny is committed to building and maintaining strong partnerships with the business, to the delivery high quality solutions, and to continuous improvement.

    Prior to joining Time Warner Cable, Jenny started her career as a Programmer/Analyst for Wachovia Bank.  She then joined Electronic Data Systems as a consultant which allowed her to acquire knowledge and skills in several industries and in several Information Technology disciplines.

    Jenny currently resides in Charlotte, NC.

  • Doug Debrecht
    VP & CIO
    B/E Aerospace

    Doug Debrecht is vice president and chief information officer at B/E Aerospace.  B/E Aerospace is the world’s leading manufacturer of aircraft cabin interior products. Mr. Debrecht has been involved at B/E over the last 5 years in a transformation of the IT organization into a business partner with a number of key programs including an ERP implementation, data warehouse design and construction,  security overhaul, and application standardization.  In addition, he has worked with the business to integrate 2-3 acquisitions a year into the standard environment.

    Mr. Debrecht came to B/E in April 2012 after 5 years with Chemtura, a specialty chemicals manufacturer based in Connecticut where he served as VP and CIO.  Previously, Mr. Debrecht served with the Raytheon company for 12 years where he had been VP and CIO of Raytheon International from 2004-2007 and VP and CIO of Raytheon Aircraft from 2001-2004.  Prior to that, he held positions of increasing responsibility at Raytheon’s Aircraft Integration Services division and Emerson Electric Company in St. Louis, Mo.

    Mr. Debrecht has significant global experience, strong technical, planning, and implementation skills, a solid understanding of ERP including SAP and JD Edwards, successful IT transformation experience, and a deep commitment to the business-IT partnership.

    Mr. Debrecht earned his bachelor’s degree in physics and master’s degree in engineering, both at Texas A&M University. 

  • Sadie Depew
    Division Director, Information Technology
    Accrue Partners

    Sadie Depew is the Division Director, IT at AccruePartners, an award-winning, women-owned recruiting firm supporting both mid-size and large, Fortune 500 companies. She graduated from the University of North Carolina at Greensboro and has lived in the Lake Norman area ever since. With over 6 years in IT search experience in Charlotte, Sadie is a top producer of Information Technology professionals and manages a team of IT recruiters. Sadie was a committee member for the Ballantyne IT Professionals and now serves as the Vice President and Membership Board Member for Lake Norman IT Professionals. When she’s not finding talent for clients, she enjoys spending time boating or kayaking on Lake Norman with her family and trusty German Shephard, Ender Wiggin.

     

  • Thomas Desmond
    Chief Financial Officer
    TradeKing Group, Inc

    As Chief Financial Officer of TradeKing Group, Inc., Tom oversees the Company's brokerage and online advisory businesses’ finance, accounting and strategic development activities. Before co-founding TradeKing, Tom was a co-founder, partner and managing director of Baird Venture Partners, LLC, a venture capital firm based in Chicago. Prior to Baird Venture Partners, Tom served as a vice president in Robert W. Baird & Co.'s Investment Banking Group. Tom was also a senior product manager and senior analyst at Morningstar, Inc., and an associate in Lehman Brothers Holdings Inc.'s Investment Banking Division. Tom earned an M.B.A. with distinction from the Kellogg School of Management at Northwestern University, an M.A. with high honors from Michigan State University and a B.A., cum laude, from the University of Notre Dame.

  • Marc Hamer
    Corporate VP, Digital and Global CIO
    Sealed Air Corporation

    Marc Hamer joined Sealed Air as Chief Information Officer in November of 2016. Marc has overall responsibility for Sealed Air’s information systems globally. He is responsible for ensuring that our technologies achieve our long-term goal of consolidating all financial, HR, procurement and transportation systems globally as well as achieving the company’s goals and driving business enablement. In addition, Marc will be key in delivering Sealed Air’s digital strategy.

    Marc has more than 20 years of global experience in information technology. Previously, he was VP of Business Services and CIO at Babcock & Wilcox, a global leader in energy and environmental technologies and services for the power and industrial markets. Prior to that, he was the VP of IT for the $5B distribution business of Thermo Fisher Scientific and also led IT Shared Services for them. Earlier in his career, Marc was the CIO of Raytheon’s Intelligence Business and held a number of positions of increasing responsibilities over his nine years spent at Northrop Grumman. Marc also sits on Advisory boards for Insight Venture Management and Firemon and has been published numerous times in technology and business journals.

  • John Iannarelli
    Former Senior Executive Advisor
    FBI

    John G. Iannarelli recently retired from the FBI after more than 20 years of service, during which he was a member of the SWAT Team and participated in the investigations of the Oklahoma City Bombing, the 9/11 attack, and the Congresswoman Gabriel Giffords shooting.  John previously served at FBI Headquarters as their national spokesperson and on the Cyber Division Executive staff.  In Phoenix, John was the Cyber squad supervisor before promotion to Assistant Special Agent in Charge, the number two position overseeing all Criminal, Cyber, and Counter Intelligence investigations throughout Arizona.  John has been awarded an Honorary Doctorate of Computer Science for his contributions to the field of cyber investigations.

    John is the author of several other books, to include Why Teens Fail and What to Fix, a parents’ guide to protecting their children from Internet predators and other dangers, and Information Governance Security, how businesses can protect their sensitive data from loss or compromise.  His recently released How to Stop A Terrorist, is a guide for the average person to recognize and help prevent terrorism. John is a highly sought after speaker and has presented to Fortune 500 companies, domestic and international audiences, the United Nations, and the Vatican where he met personally with Pope Francis to discuss the evolution of cyber crime.

    A former San Diego Police Officer and a graduate of the University of San Diego School of Law, to include studies of international criminal and civil law at Oxford, England, John is also an attorney admitted to the practice of law in California, Maryland and the District of Columbia. He is currently a private consultant, whose clients have included the both the FBI and a national professional sports league.

  • Emmeline Kuhn
    Principal, Global Financial Markets Practice
    Korn Ferry

    Emmeline Kuhn works in Korn Ferry’s Global Financial Markets practice and serves as an advisor to many of Korn Ferry’s corporate clients within the operations and technology sectors. She has placed Chief Information and Technology Officers as well as Chief Operations Officers across multiple industries. Ms. Kuhn joined Korn Ferry from Fleishman Hillard, where she served as Managing Supervisor for the Global Financial Investor Relations and Communications Practice.

    In her role at Fleishman Hillard, she advised public companies on best investor relations practices. Clients included Aviva Plc, Avaya, General Motors, The CFA Institute, Ernst & Young, and others.

    Prior to her role at Fleishman Hillard, Ms. Kuhn served as Research Director at Icahn Associates. There, she was involved with business development and operations strategy for Icahn Enterprises, including efforts to propose and sustain corporate governance structures within the holding companies. She was also involved in fulfilling investor relations and communications duties for Icahn Associates.

    From 2005 to 2007, Ms. Kuhn worked for Morgan Stanley Investment Management analyzing European financial and consumer staples companies for the Global Asset Allocation and Quantitative Strategy teams.

    Ms. Kuhn holds a Bachelor of Arts degree from University of St. Andrews, Scotland and a Masters of Science in International Relations from London School of Economics. She is a member of 100 Women in Hedge Funds and a committee member of the Central Park Conservancy in New York City. She sits on the YP Board of Susan G. Komen New York.

  • Michael LaVallee
    Managing Partner
    LaVallee & Associates

    Mr. Michael J. (Mike) LaVallee is the Managing Partner of LaVallee & Associates, a Boutique Executive Search Firm based out of Winston-Salem, North Carolina. Mike has over 30 years of executive search and recruiting experience and has led hundreds of successful Information Technology Leadership searches for a diverse group of clients, ranging in size from start-ups to Fortune 100 companies. 

    Mike focuses on partnering closely with Clients to find the right Information Technology Leaders to help their businesses grow. Functional Search-areas for Mike include CIO/CTO, IT Director, Sr. Manager and Technical levels within Consumer, Manufacturing, Distribution, Financial, Consulting and Technology Companies. Additional areas of focus have been on Leadership Succession Planning, Competency-Based Assessment and Talent Acquisition. LaVallee & Associates’ “High-Touch” Search approach features original research completed by a Partner and in-depth interviewing and assessment of both external and internal candidate pools, ensuring consistent standards and timely search completions. 

    Mike has received industry recognition for his work in the CIO-area and has been an invited speaker and panelist at CIO-Industry conferences and forums. He is also an Advisory Board Member for the North Carolina Technology Association.

  • Stephan LeMoine
    CIO
    Cree

  • Coleen McCray
    Director, Major Corporate Initiatives
    INMAR

  • Hunter Muller
    President & CEO
    HMG Strategy

    Hunter Muller is a transformative CEO at HMG Strategy, LLC, the strongest executive leadership network. Drawing on more than 25 years of experience in consulting with IT executive leaders, Hunter is a multi-title book author and a frequent industry speaker on transformational leadership and innovation. His concepts are used worldwide to improve executive performance, enhance collaboration, elevate the role of IT, and align strategy across the enterprise.

    Through years of research and experience, Hunter has published four books: “The Transformational CIO” (John Wiley & Sons, 2011), “On Top of The Cloud” (John Wiley & Sons, 2012), “Leading the Epic Revolution” (John Wiley & Sons, 2013), and “The Big Shift in IT Leadership” (John Wiley & Sons, 2015).

    HMG Strategy assists C-level executives in becoming transformational leaders. HMG Strategy hosts networking summits and provides services that are focused around innovative IT leadership, management, and technology support to CIOs and senior IT executives. HMG Strategy is "The Strongest Executive Leadership Network" with an international association of more than 300,000 global CIOs/senior IT executives, industry experts, and world-class thought leaders.

    Hunter and HMG Strategy support a variety of IT-related charities, and Hunter is a member of the Executive Committee of the Fairfield/Westchester Chapter of the Society for Information Management.

     

     

  • John Murdock
    Partner
    Executive Search Partners LLC

    John W Murdock is Partner with Executive Search Partners, a nationwide search firm since 2002, specializing in senior Information Technology appointments. Murdock, like all ESP partners, distinctively draws on his thirty years of experience as a former IT executive and leader. Having successfully acquired, built, and delivered business enabling solutions and services to large multinational Insurance and Banking companies. Such as CIO, VP and Board member at GMAC Insurance; VP IT for First Union (Wells Fargo); VP IT for Huntington Bank; and President for Systems Task Group, Intl (Majesco).

    Since Murdock "grew up" in IT, and then effectively transitioned to executive search, he understands what it takes at all levels with providing the best senior IT professionals to hiring executives.

    Murdock is member of SIM Charlotte, and advisor to SIM’s Members in Transition group. John holds a Bachelor of Science in Computer Science from Michigan State University, attended various IT and Executive Management programs throughout his career. Yet his tenure as leader and manager of people processes and technology have provided his greatest lessons and accomplishments.

  • James Powell
    SVP, CISO
    LPL Financial

    As Chief Information Security Officer for LPL Financial, Mr. Powell is responsible for information security and cyber risk management activities, which includes; defining and managing the IT security policies and developing strategies for the application of technology to meet regulatory requirements.   

    Mr. Powell has more than 16 years information security and risk management experience with over 11 years in the financial services industry. He joined LPL Financial in 2015 from TIAA, where he most recently served as Managing Director of Security Operations, responsible for threat detection, incident response, investigations, and vulnerability management. During his tenure at TIAA, James built and led several teams/functions focusing on Cybersecurity and Risk Management disciplines. Earlier in his career, Mr. Powell spent six years with Bristol-Myers Squibb Company as a senior information security advisor. 

  • Duke Prestridge
    Former EVP & CIO
    CommunityOne Bank, N.A.

  • AJ Ratani
    President & CTO
    Red Ventures

  • Kevin Rice
    Senior Manager Asset Protection and Investigations
    Herbalife

  • Dan Roselli
    Co-Founder & Managing Director
    QCFintech

  • Chris Terhune
    SVP, Technology Business Management Business Technology Services
    LPL Financial

    Chris Terhune is the Senior Vice President for Technology Business Management for Business Technology Services at LPL Financial, the nation's largest independent broker-dealer based on total revenue. He is responsible for managing the project portfolio used to deliver the best technology solutions for LPL Financial advisors, partners and employees. Included within the scope of the portfolio is audit & technology risk, communications, financial management and resource management.

    Technology at LPL Financial is driven by a commitment of continuous innovation to provide proprietary technology to almost 14,000 financial advisors and over 700 financial institutions.  LPL's solutions are focused on efficiency, accuracy and informed advice.  Advisors and institutions benefit from leading advisory and account servicing, robust trading functionality, integrated mobile solutions, a streamlined office suite to support digital delivery and advanced risk management capabilities.

    Prior to joining LPL Financial in 2013, Mr. Terhune was director of production performance and testing for Dell Online, Dell’s ecommerce suite of applications and one of the largest ecommerce applications globally. Previous experience at Dell included leading application development for multiple manufacturing application suites.

    Mr. Terhune also has experience managing and leading application development at Miller Industries, Frito-Lay and Mobil Oil.

    Mr. Terhune has a Bachelor of Business Administration in computer information systems from Stephen F. Austin state university in Nacogdoches, Texas. He also has a Master of Business Administration degree from Southern Methodist University in Dallas, Texas.  

  • Joe Topinka
    CIO
    SnapAV

    Joe Topinka is a recognized game-changing career CIO, author, and executive coach. His ground-breaking book, IT Business Partnerships: A Field Guide, helps individuals and companies bridge the chasm between business stakeholders and IT Organizations to achieve exponential results. In 2013 Joe was voted CIO of the year by the Minneapolis/St. Paul Business Journal. Joe is the founder and chief coach of CIO Mentor, a consultancy where he is known for his pragmatic approach and delivering measurable results. He is Vice Chair of the BRM Institute’s Executive Council and CIO of SnapAV in Charlotte, North Carolina.

  • James Turgal
    Executive Assistant Director, Information and Technology Branch
    FBI

    James L. Turgal, Jr, Executive Assistant Director (EAD), Information and Technology Branch, entered on duty in March 1996 and was assigned to the Houston Division, working Organized Crime and Drug investigations.  Upon being promoted as a Supervisory Special Agent, he was assigned to FBI Headquarters, Office of General Counsel and the Counterterrorism Division, as the senior counsel for Domestic Terrorism Operations.
     

    In 2002, Jim was assigned to the Cincinnati Division as Chief Division Counsel, Media Spokesperson, and Supervisory Special Agent.  Four years later, he returned to FBI Headquarters to lead the Director’s Research Group. He later became the Assistant Special Agent in Charge of Administration at the Washington Field office. 

    In 2010, Jim was selected to serve as the Special Assistant to the Deputy Director, providing counsel on various national security, criminal, and administrative issues affecting the FBI.  One year later, he was designated Special Agent in Charge of the Phoenix Division, where he oversaw several high profile cases, including the shooting of U.S. Congresswoman Gabrielle Giffords.  In 2012, Jim returned to FBI Headquarters, as the Deputy Assistant Director of the Human Resources Division (HRD).

    In August 2013, Director Robert S. Mueller, III appointed Jim as the Assistant Director (AD) of the HRD.  During this time, he served as the AD and Human Resource Officer.

    On February 10, 2016, Director James B. Comey, Jr. announced the appointment of James L. Turgal, Jr., as the EAD of the Information and Technology Branch.

    Jim is also a FBI certified pilot.  

  • Elaine Zelby
    Director Executive Programs
    Capriza

    Elaine Zelby is currently Director Executive Programs at Capriza and is responsible for a variety of strategic channels on the product, marketing, and business development fronts. She holds a B.S/M.S Mechanical Engineering from Stanford University and since graduating, has moved away from the world of engineering and has found a fit within Product Marketing at disruptive startups. She is passionate about technology, innovation, and changing that way that people work.

Print

7:30 AM - 8:30 AM

Registration, Breakfast and Networking


8:30 AM - 8:50 AM  

Welcome and Introduction

Marc Hamer, Corporate VP, Digital and Global CIO, Sealed Air and Hunter Muller, President and CEO, HMG Strategy


8:50 AM - 9:30 AM  

EXECUTIVE PANEL: Reimagining the Enterprise in the Next Era of the Digital Age

Doug Debrecht, Vice President and CIO, B/E Aerospace

Stephan LeMoine, CIO, Cree

Joe Topinka, CIO, SnapAV

Elaine Zelby, Director Executive Programs, Capriza

Moderator: Shoukat Ali Bhamani, CIO, CPO & VP Digitization, Schaeffler Group Americas

Truly successful leaders are advancing the traditional leadership role by stepping up with bold, game-changing strategies for growing the business, creating value, dominating markets, and delivering innovation to a new generation of empowered and demanding customers. They are taking broader and more proactive roles in enterprise-level operational functions and shared services, forming business strategy and leading execution, and winning an increasing number of Board of Director seats.

This panel of executives will share their leadership, innovation and transformation strategies that have earned them recognition among the most successful leaders of today – and take a look ahead at reimagining the enterprise in the next era of the digital age.


9:30 AM - 10:00 AM

Coffee Break, Networking and Meet Our Partners


10:00 AM - 10:40 AM  

EXECUTIVE KEYNOTE: Transforming Business Applications into Systems of Engagement

Elaine Zelby, Director Executive Programs, Capriza

Companies have invested millions of dollars and decades of work into automating and customizing their business applications only to find that complex user experiences have hindered their ability to achieve any real productivity or enhanced customer experience.  Harnessing the power of existing business applications in the mobile era requires putting the user in the center and abstracting the base application to create one-minute workflows that enable users to do something quickly on a mobile device.

In this session, Capriza will discuss:  How you can transform your business applications from systems of record into systems of engagement, enabling employees across the organization to maximize the one-minute mobile moment; examples of companies extending the reach of existing business applications to employees in ways never before available; and how you can deliver mobile solutions that empower lines of business in weeks not months.


10:40 AM - 11:10 AM  

Coffee Break, Networking and Meet Our Partners


11:10 AM - 11:40 AM  

EXECUTIVE INTERVIEW: The New Role of the CIO

Marc Hamer, Corporate VP, Digital and Global CIO, Sealed Air Corporation

Hunter Muller will interview Marc Hamer on how he is driving the digital strategic agenda at Sealed Air Corporation. A skilled and innovative leader, Marc has focused his team on enabling and executing the business strategy of the CEO/companies vision. 


11:40 AM - 12:10 PM

EXECUTIVE PANEL:  Change Begins with Powerful Leadership

Sadie Depew, Division Director, Information Technology, Accrue Partners

Emmeline Kuhn, Principal, Global Financial Markets Practice, Korn Ferry

Michael LaValle, Managing Partner, LaVallee & Associates

John Murdock, Partner, Executive Search Partners LLC

Moderator:  Hunter Muller, President and CEO, HMG Strategy

The secret sauce to driving transformational change is compelling leadership where senior executives clearly communicates the mission and inspire employees to strive for greatness. But driving organizational change is no easy task, especially in long-established companies where cultural roots run deep.

This session will explore the leadership qualities that search recruiters look for in senior executives along with the leadership techniques that foster long-term success. 


12:10 PM - 1:10 PM  

Luncheon


Apparo News - Kim Lanphear, Executive Director, Apparo

NCTA News - Brooks Raiford, CEO, North Carolina Technology Association

Presentation of the HMG Strategy 2017 Regional Champion Awards


1:10 PM - 1:50 PM  

EXECUTIVE KEYNOTE: The CIO Imperative: Journey to Lightspeed Enterprise

Chris Bedi, CIO, ServiceNow

What is the future of work in the enterprise?  Too many companies are stuck in the old model where requests, incidents, and HR cases get done via unstructured paths in emails, phone calls or texts. This approach constrains business velocity which is desperately needed to be competitive. The winners will operate and innovate faster than their competition. To succeed, organizations need to become a LightSpeed Enterprise.

This session will explore the journey to the LightSpeed Enterprise including frameworks around key goals and metrics, organizational implications and risks along with practical experience.


1:50 PM - 2:10 PM  

Coffee Break, Networking and Meet Our Partners


2:10 PM - 2:50 PM

EXECUTIVE PANEL:  Meeting the Evolving Challenges of Cyber Risk Management

James Powell, SVP & CISO, LPL Financial

Kevin Rice, Senior Manager Asset Protection and Investigations, Herbalife

James Turgal, Executive Assistant Director, Information and Technology Branch, FBI

Moderator: John Iannarelli, Former Senior Executive Advisor, FBI

Today's CISOs are expected not only to effectively identify and mitigate cyber threats but also to meet rising governance requirements. This includes addressing the expectations of the audit committee and tackling heightened regulatory requirements.

This panel will explore the challenges being faced by CISOs in managing the intricacies of cyber risk management along with best practices for balancing governance requirements while minimizing operational disruption and the business impact of cyber threats.


2:50 PM - 3:20 PM

Coffee Break, Networking and Meet Our Partners


3:20 PM - 4:00 PM

HMG GLOBAL INNOVATION INSTITUTE DIGITAL SERIES: Silicon Valley Luminaries on Emerging Technologies You Should Know About

Hunter Muller, President and CEO, HMG Strategy

This series of digital interviews with Silicon Valley's leading thought leaders and CIOs will illuminate discussion around emerging technologies and top trends to focus on in 2016.


Following, Hunter Muller will interview prominent VCs on the trends and innovative technologies they are investing in. 

Dan Roselli, Co-Founder & Managing Director, QCFintech

Thomas Desmond
, Chief Financial Officer, TradeKing Group, Inc


4:00 PM - 4:20 PM Coffee Break, Networking and Meet Our Partners

4:20 PM - 5:00 PM

EXECUTIVE PANEL:  Identifying Future Trends That Will Impact the Enterprise

Jenny Blackburn, Director, Business Intelligence, Charter Communications

Coleen McCray, Director, Major Corporate Initiatives, INMAR

AJ Ratani, President and CTO, Red Ventures

Chris Terhune, SVP, Technology Business Management Business Technology Services

Moderator:  Hunter Muller, President and CEO, HMG Strategy

Innovation in enterprise IT is accelerating, driven by massive platform and technology shifts. Learning what future trends are on the horizon and their potential to change productivity and drive value is critical to any IT leader.

This panel of senior executives will share discussion around emerging trends, technologies, and the companies they are placing their bets on.


5:00 PM - 6:00 PM

Raffle Prizes and Networking Reception

 





























Presenting Partners

  • Capriza

    Capriza modernizes your business by simplifying and mobilizing your critical workflows. Capriza's end-to-end simplification platform enables IT and lines of business to mobile-enable critical business workflows in a matter of days without any coding, APIs, or integration. The solution is applicable for packaged applications such as SAP, Oracle, Salesforce as well as custom built solutions. Capriza disrupts the speed and economics of the journey by extending the capability of legacy applications, in a simple and useable way, onto any smartphone, tablet or desktop. Founded in 2011 by former executives of Mercury Interactive, Capriza is headquartered in Palo Alto, California, and is funded by Andreessen Horowitz, CRV, Tenaya Capital, Harmony Partners and Allen & Company.

    http://www.capriza.com
  • ServiceNow

    ServiceNow is changing the way people work. With a service-orientation toward the activities, tasks and processes that make up day-to-day work life, we help the modern enterprise operate faster and be more scalable than ever before. Customers use our service model to define, structure and automate the flow of work, removing dependencies on email and spreadsheets to transform the delivery and management of services for the enterprise. ServiceNow provides service management for every department in the enterprise including IT, human resources, facilities, field service and more. We deliver a ‘lights-out, light-speed’ experience through our enterprise cloud – built to manage everything as a service. To find out how, visit www.servicenow.com.

    http://www.servicenow.com

Gold Partners

  • Accrue Partners

    At the forefront of Talent Workforce Solutions, AccruePartners is your source for today’s top talent. Our proven business systems combined with an unwavering commitment elevates our practice to the forefront of the recruiting industry. With predictable precision, we deliver top-tier workforce solutions across the United States meeting the demands of a dynamic business environment for mid-size and large, Fortune 500 companies. Powered with insightful market intelligence and an unrivaled depth of expertise, we are positioned to provide clients, candidates and consultants with actionable results. Whether you have a local need or your search requires a national reach, our team of seasoned recruiters consistently delivers a match for every search.

    http://accruepartners.com/
  • Apptio

    Apptio is the leading provider of cloud-based Technology Business Management (TBM) software that helps CIOs manage the business of IT. Apptio’s suite of applications uses business analytics to provide facts and insights about technology cost, value, and quality so IT leaders can make faster, data-driven decisions. The purpose-built applications help companies align technology spend to business outcomes and automate IT processes like cost transparency, benchmarking, showback/chargeback, operational efficiency, and planning. Powering Apptio’s applications is a next generation, in-memory cost analytics platform. Hundreds of customers, including more than a third of the Fortune 100, choose Apptio as their business system of record for IT. For more information, visit the Apptio website or the Apptio blog at www.apptio.com.

    http://www.apptio.com
  • CenturyLink

    CenturyLink (NYSE: CTL) is a global communications, hosting, cloud and IT services company enabling millions of customers to transform their businesses and their lives through innovative technology solutions. CenturyLink offers network and data systems management, Big Data analytics and IT consulting, and operates more than 55 data centers in North America, Europe and Asia. The company provides broadband, voice, video, data and managed services over a robust 250,000-route-mile U.S. fiber network and a 300,000-route-mile international transport network.

    http://www.centurylink.com/
  • Datalink | Veritas

    Datalink, an Insight Company is a complete IT services provider that helps companies transform their technology, operations, and service delivery to meet business challenges. Combining extensive experience, a full lifecycle of services and a comprehensive approach to producing IT innovations that empower positive business outcomes, Datalink delivers success across cloud IT transformation, next generation technology, and security.

    https://www.datalink.com/
  • Informatica

    Informatica is 100 percent focused on data because the world runs on data. Organizations need business solutions around data for the cloud, big data, real-time and streaming. Informatica is the world’s No. 1 provider of data management solutions, in the cloud, on-premise or in a hybrid environment. The Informatica Platform is an intelligent data platform, which includes data integration, data quality, master data management, data archiving and data security capabilities, to empower customers to transform raw, possibly unsafe, data into great data for more accurate insights and more effective decisions. More than 7,000 organizations around the world turn to Informatica for data solutions that power their businesses.

    https://www.informatica.com/
  • Pure Storage

    Pure Storage, the market's leading independent solid-state array vendor, enables the broad deployment of flash in the data center. The company's all-flash enterprise arrays offer significant performance and efficiency gains over mechanical disk, at a lower price point per gigabyte stored. Pure Storage FlashArrays are ideal for performance-intensive applications, including server virtualization and consolidation, VDI, OLTP database, real-time analytics and cloud computing.

    https://www.purestorage.com/
  • Windsor Group

    THE WINDSOR GROUP is an IT Service Broker helping clients evaluate and select IT services providers based on IT service definitions, unit costs, and business requirements. The Windsor Group is your strategic advisor for evaluating multiple service options available in the marketplace today. The Windsor Group leverages a unique, data-driven approach to navigate and reduce the number of options, so that clients can make a strategic business decision about sourcing IT and business services. Unlike traditional management consulting, our goal is to deliver high-quality results in short periods of time to minimize expense.

    http://www.windzr.com/
  • Workday, Inc.

    Workday is a leading provider of enterprise cloud applications for finance and human resources. Founded in 2005, Workday delivers financial management, human capital management, and analytics applications designed for the world's largest companies, educational institutions, and government agencies. Hundreds of organizations, ranging from medium-sized businesses to Fortune 50 enterprises, have selected Workday.

    http://www.workday.com

Supporting Partners

  • appOrbit

    appOrbit enables the next generation of Application Life-cycle Management for both legacy and modern apps. With appOrbit, you can create full copies of your application, including the data, and seamlessly spin up the application on any infrastructure or cloud. Why does this matter? You can test code as fast as your developers can write it, increasing the frequency of code deployments from weeks to hours. You can leverage the cloud for Dev/Test and reduce infrastructure and staffing costs by up to 50%.

  • Zerto

    Developed exclusively for virtualized and cloud environments, Zerto is rapidly becoming the standard for disaster recovery and business continuity in the modern data center. The company’s award-winning solution, Zerto Virtual Replication (ZVR), is the industry’s first hypervisor-based, virtual aware, data replication software, offering simplicity and greatly reduced operational and maintenance costs compared to legacy array-based replication.

    http://www.zerto.com/

Research Partners

  • Hewlett Packard Enterprise

    Hewlett Packard Enterprise is an industry leading technology company that enables customers to go further, faster. With the industry’s most comprehensive portfolio, spanning the cloud to the data center to workplace applications, our technology and services help customers around the world make IT more efficient, more productive and more secure.

    https://www.hpe.com/us/en/home.html

Strategic Partners

  • Egon Zehnder

    Egon Zehnder was founded in 1964 with a distinctive vision and structure aimed at achieving two basic goals - to place our clients' interests first and to lead our profession in creating value for our clients through the assessment and recruitment of top-level management resources. The most fundamental expression of our client-first vision resides in our structure, which is unique to our profession. Our 390 consultants, operating from 63 wholly owned offices in 37 countries, are organized around a single-profit center partnership. This is designed to eliminate competitive barriers between our offices. It allows us to operate seamlessly when engagements call for us to mobilize across many offices in a country or a region. Large or small, local or global, our clients benefit from our structure by having access to our most relevant resources and relationships wherever they may reside. Underpinning this unique structure is our private ownership. We have chosen to operate our firm independent of any outside interests and are motivated solely by a desire to exceed our clients' expectations.

    http://www.egonzehnder.com
  • Heidrick & Struggles

    Heidrick & Struggles actively solves business problems for our clients every day. Through our Leadership Advisory framework, we help companies attract, develop and retain the world’s most talented individuals. For almost 60 years, we have focused on quality service and built strong leadership teams through our relationships with clients and individuals worldwide. Today, Heidrick & Struggles leadership experts operate from principal business centers in North America, Latin America, Europe, the Middle East, Africa and Asia Pacific.

    http://www.heidrick.com
  • Korn Ferry

    At Korn Ferry, we design, build, attract and ignite talent. Since our inception, clients have trusted us to help recruit world-class leadership. Today, we are a single source for leadership and talent consulting services to empower businesses and leaders to reach their goals. Through our vision, research and tools across 80 offices and 3,700 employees, we convert potential into greatness. Our solutions range from executive recruitment and leadership development programs, to enterprise learning, succession planning, and recruitment process outsourcing (RPO). Organizations around the world trust Korn Ferry to manage their talent – a responsibility we meet every day with passion, expertise, integrity and results.

    http://www.kornferry.com
  • Russell Reynolds Associates

    Russell Reynolds Associates is a premier provider of senior-level executive search and assessment, serving clients globally for 40 years. We advise our clients on recruiting and retaining outstanding and impactful leaders, and help them mitigate the risks associated with senior level appointments. We are a private firm with 39 offices across North and South America, Europe and Asia/Pacific, covering all major business regions including Africa, Eastern Europe and Russia, the Middle East and the South Pacific. We leverage our collective expertise to identify and assess leaders who can support the growth and success of our client organizations. Our 300 experienced consultants are supported by a global research network We complete more than 2,000 assignments annually, across a broad range of industries and functional roles.

    http://www.russelreynolds.com
  • Spencer Stuart

    Founded in 1956 and privately owned, Spencer Stuart is one of the world's leading executive search consulting firms. We are the advisor of choice among top companies seeking guidance and counsel on senior leadership needs. We have unrivalled access to leading executives around the world. Our clients range across industries, from the world's largest companies to medium-sized businesses and entrepreneurial start-ups. We operate out of 51 offices in 27 countries. Last year we conducted more than 4,000 assignments around the world. Our team of more than 300 consultants possesses a unique blend of professional search experience and industry expertise. Consultants are organized in practices and work in teams, often across international boundaries that maximize sector specialization and knowledge-sharing. These client service teams are supported by first-rate associates and researchers, and backed by state-of-the-art technology. We place quality at the center of everything we do and solicit candid feedback at every opportunity in order to continually improve our service to clients. We channel our knowledge and expertise into a wide range of publications for the benefit of existing and prospective clients.

    http://www.spencerstuart.com

Alliance Partners

  • Amplify Partners

    Amplify Partners, an early-stage venture capital firm committed to redefining IT infrastructure, invests in technical entrepreneurs pursuing the multi-hundred-billion dollar Infrastructure 2.0 disruption. Amplify helps talented founders build valuable businesses by investing the right amount of early-stage capital and providing active company-building assistance. Amplify offers the unique combination of deep domain expertise, early-stage focus and a network of Venture AmplifiersTM to improve outcomes for infrastructure entrepreneurs.

  • Greylock Partners

    Greylock Partners backs entrepreneurs who are building disruptive, market-transforming consumer and enterprise software companies. We invest in companies that define new markets, including Airbnb, AppDynamics, Cloudera, Docker, Dropbox, Facebook (Nasdaq: FB), LinkedIn (NYSE: LNKD), Medium, Nextdoor, Palo Alto Networks (NYSE: PANW) and Workday (NYSE: WDAY).

  • Lightspeed Venture Partners

    Lightspeed Venture Partners is an early stage venture capital firm focused on accelerating disruptive innovations and trends in the Enterprise and Consumer sectors. For over two decades, the Lightspeed partners have backed and helped build more than 250 companies globally, many of which have become market leaders. Lightspeed’s strategy is to be the first or lead institutional investor in companies with high growth potential in markets capable of supporting the creation of large, valuable enterprises. The Firm currently manages over $4 billion of committed capital and has invested in companies like AppDynamics, DataStax, Fusion-io, MuleSoft, Nest, Nicira.

Association Partners

  • Apparo

    Apparo believes that technology and passion can change the world. Apparo is a 501(c)3 nonprofit that connects local nonprofits in need of tech assistance to corporate volunteers, giving them access to IT education, training, and affordable solutions to effectively achieve their missions.

    http://www.apparo.org/
  • IT-oLogy

    IT-oLogy is a non-profit collaboration of businesses, educational institutions, government, economic development and community organizations dedicated to growing the IT talent pipeline, fostering economic development and advancing the IT profession. The operational aspect of the organization includes the following functions: 1) Promote IT (K12) Promote IT careers to students, parents, educators and administrators and engage students through hands-on technology learning experiences 2) Provide IT Skills (higher-ed /post high school) Companies work with colleges and universities on applied business research projects and experiential learning opportunities that strengthen and align classroom skills to current and future IT business needs 3) Grow IT (IT Profession(als)) IT-oLogy works closely with IT professionals and their companies to provide innovative and life-long learning professional development opportunities

  • North Carolina Technology Association

    The North Carolina Technology Association (NCTA) is a not-for-profit trade association focused on advancing the state's tech industry. NCTA has 700+ member companies, organizations and institutions representing more than 200,000 North Carolina based employees. NCTA helps members grow regionally and compete globally in a myriad of ways with a focus on executive engagement, public affairs and knowledge workforce.

    http://www.nctechnology.org/
  • Wise

    IT-oLogy WISE (Women in Information Technology Science and Engineering) is a program dedicated to increasing the number of women in the IT talent pipeline. Through outreach, events and networking, WISE connects and engages the IT ecosystem promoting opportunity, creating visibility and interest in IT careers for girls, college women, and advancing women in the IT profession. WISE initiatives span the IT-oLogy continuum: PROMOTE IT (K12) TEACH IT (Post High School/Higher Education) GROW IT (IT Professional). Through outreach, events, and networking, WISE connects and engages the Charlotte IT ecosystem promoting opportunity and creating visibility in IT careers for girls and advancing women in the IT profession. For information, contact Kay Read, kay.read@it-ology.org or 704-516-3633. IT-oLogy is a non-profit collaboration of businesses, academic institutions and community organizations dedicated to growing the IT talent pipeline, advancing the IT profession and fostering economic development.

Ritz-Carlton Charlotte

201 East Trade Street
Charlotte, NC

Room rate $309/night. This rate expires on January 30, 2017.

To reserve a room, please visit HMG Strategy Meeting - Room Block or call the hotel at (704) 547-2244 and reference the HMG Strategy event.

The Charlotte CIO Executive Leadership Summit is created for CIOs/IT leaders. It also has strong appeal to leaders interested in better positioning their organizations and themselves for what's ahead in business and to achieve the greatest benefits through the use of information technology. To ensure a high quality environment and to maximize the networking experience, all attendees must be:

  • Employed C-Level executives (non-vendor) or equivalent, CIOs, Direct Reports of CIOs, or Senior Most IT Professional in an organization with $200M or greater revenue, or from not-for-profit or government organizations with comparable size

    - OR - 
     
  • Full time academicians

If you meet the criteria above, there is no fee to attend.

All registration requests will be reviewed and approved based upon above stated criteria.

* Sales/marketing individuals or consultants from non-sponsoring vendor organizations are not permitted.

Special Needs 
We fully support the Americans with Disabilities Act. If you require special assistance of any kind, please call us at (203) 221-2702 or email us at registrar@hmgstrategy.com.



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For more information contact us:

(203)221-2702
info@hmgstrategy.com