Upcoming Summits

2017 Palo Alto CIO Executive Leadership Summit

Four Seasons Silicon Valley at East Palo Alto, East Palo Alto, CA


  • "The quality of the executive programs has increasingly improved over the years. HMG summits have tremendous value with the quality of speakers and discussions, and the networking is impactful."

    Ramón Baez
    Former SVP, Customer Evangelist
    Hewlett Packard Enterprise

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 Palo Alto CIO Executive Leadership Summit.


  • Tim Crawford
    CIO Strategic Advisor
    AVOA

  • Steve Kendrick
    President
    KER Partners

    Steve Kendrick is President of KER Partners, LLC.  His background includes over 25 years of successful retained executive search industry and corporate recruitment professional experience. This experience includes leading successful search engagements and client relationships across commercial industry segments including financial services, payment systems, consumer retail, online-eCommerce, logistics-transportation, industrial, pharmaceutical and healthcare.  He has served industry leading clients including global Fortune 500 multinationals, mid-cap-mid-market public/private firms, as well as private equity backed portfolio companies.

    Prior to KER Partners, Steve was a partner at Heidrick & Struggles’ Dallas office and a key member of the firm’s global Information Technology Officers Practice.  He was also a Principal at Spencer Stuart and an Executive Director at Russell Reynolds Associates previously. He also served as president of a Dallas-based retained executive search boutique specializing in recruiting IT executive leaders and CIOs.

    Prior to entering executive search, Steve spent six years with EDS Corporation, performing both technical and professional recruiting, as well as providing recruitment training and counsel on employment-related issues.  He began his career as a district manager with PepsiCo’s Frito-Lay, where he was responsible for sales management and operations.

    Steve is an active speaker and panelist at key industry forums on topics including executive IT leadership development, career management and succession planning.  He is a member of the Association of Executive Search Consultants (AESC) and the Society for Information Management (SIM).

    Steve earned his undergraduate degree in business from Jacksonville State University in Alabama, along with graduate studies at the University of Texas in Dallas.

     

  • Tony Leng
    Managing Director and CIO Practice Leader
    Diversified Search

    Tony Leng is a Managing Director at Diversified Search and leads the CIO and Technology practices. He also manages the firm’s San Francisco office. Previously, Tony was Managing Partner of Hodge Partners. Tony has conducted senior IT management searches for organizations such as Axalta, Delta Dental, Kaiser Permanente, Dignity Health, Franklin Templeton Investments, Visa, Esurance, Levi Strauss, Blue Shield, TE Connectivity, REI, PG&E, and Polycom. He has also conducted technology searches for companies such as Broadvision, Hypercom, JDA Software, Symmetricom, Backflip Software, SAP and OpenTV. Prior to his executive search experience, Tony was a Board member of three public companies and CEO of a $600 million public IT company. Before that, Tony ran a $1 billion division of a telephone company focused on corporate users and had responsibility for all data services and networking products. While at the telephone company, he was founder and Chairman of its ISP and a board member of its 2 million-subscriber cell phone associated company. Tony specializes in CIO search and is a frequent speaker at CIO conferences. He has written numerous papers on technology leadership and the challenges facing CIOs today and authors a blog, “Resources for the Modern CIO” (www.tonyleng.com).

     

    Tony has facilitated the Fisher CIO Forum for the past ten years. The Forum is a monthly venue for CIOs to discuss topics of relevance in their daily lives, and has afforded CIOs the opportunity to develop a close network to discuss current challenges in a peer group environment on a confidential basis. Participating companies have included: Delta Dental, Esurance, Dolby, Gap, Levi Strauss, Dignity Health, PG&E, BioRad, Uber, Genentech, CBS Interactive, McKesson, Macys.com, Clorox, Matson, Charlotte Russe, Kaiser Permanente, Williams-Sonoma, Bebe, Raley’s, Restoration Hardware, Cost Plus, Ross Stores, VMWare, Facebook, Schwab, Salesforce.com, GoPro, Safeway, Franklin Templeton, AirBNB, DocuSign, One Kings Lane, Splunk, and Blue Shield among others.

    Tony received a Bachelor of Commerce (with honors), University of Cape Town, South Africa and is a Chartered Accountant and CPA.

  • Brian Lillie
    CIO
    Equinix

    Brian Lillie held several senior-level executive roles at VeriSign, including Vice President of Information Systems, before joining Equinix in 2008. Prior to VeriSign, Mr. Lillie was Senior Director of Enterprise Applications at Silicon Graphics (SGI), where he successfully implemented Oracle ERP globally and built out IT infrastructure for the company’s European business. Mr. Lillie also held several leadership roles in the U.S. Air Force, where he worked in space research and development, satellite operations, and military computers and communications. Mr. Lillie holds an M.S. in Management from Stanford University’s Graduate School of Business, an M.S. in Telecommunications Management from Golden Gate University, and B.S. in Mathematics from Montana State University.

  • 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 Rossman
    Managing Director
    Alvarez & Marsal

    John Rossman is a Managing Director with Alvarez & Marsal in Seattle, specializing in technology strategy, multi-channel operations scaling and platform enablement in multiple industries including retail, service and public sector.

    With more than 28 years of technology strategy, design, implementation and operating experience, Mr. Rossman has led several complex businesses and programs resulting in innovative business models. He has worked with clients across a broad range of industries including retail, insurance, education, forest products, industrial products and transportation.

    John Rossman is the author of The Amazon Way: 14 Leadership Principles of the World’s Most Disruptive Company and is an expert on digital disruption and assisting his clients to build and execute new business models.

    He has served as the Senior Technology Adviser to the world’s largest philanthropy for more than three years, assisting in strategy and execution of complex data, technology integration, IP and multi-party program management initiatives that help to improve student outcomes.

    He has also assisted multiple retail and service companies with their multi-channel strategies and execution. These assignments include definition of strategic outcomes, process and technology architecting, process scaling assessments and implementations and managing significant cultural and organizational leadership change tied to multi-channel strategies.

    John Rossman served as the interim CIO for a large rental business retailer and helped implement multiple cost reduction and service improvement programs.

    Before joining A&M, Mr. Rossman was Director of Enterprise Services at Amazon.com, managing worldwide services to enterprise clients such as Target.com, Toys R Us, Sears.ca, Marks and Spencer and the National Basketball Association (NBA). In this role, he had full operational and technical ownership for existing clients, overseeing e-commerce solutions such as online merchandising capability, website technologies, branded fulfillment delivery and branded customer service.

    As Director of Merchant Integration at Amazon.com, he was responsible for developing the Merchants @ program, one of the largest B2B networks with thousands of sellers, offering products in new categories such as apparel, sporting goods, consumer electronics, health and beauty and home.

    Previously, he was a partner with Arthur Andersen Business Consulting.

    Mr. Rossman earned a bachelor’s degree in industrial engineering from Oregon State University.

  • Cynthia Stoddard
    SVP & CIO
    Adobe

Print

7:30 AM - 8:10 AM  

Registration, Continental Breakfast and Networking


8:10 AM - 8:30 AM  

Welcome and Introduction

Hunter Muller, President and CEO, HMG Strategy, LLC


8:30 AM - 9:00 AM  

EXECUTIVE BRIEFING: Building a Culture of Innovation the Amazon Way

John Rossman, Managing Director, Alvarez & Marsal, Former Director of Enterprise Services, Amazon

Leaders at Amazon expect and require innovation and invention from their teams. They are externally aware and look for new ideas everywhere. Amazon has a thrilling power to innovate that few other companies have matched. Former Amazon executive turned business consultant, John Rossman, will explain how it is not one single individual that drive innovation and dreams up new technology, but a well thought out and preserved culture.


9:00 AM - 9:40 AM  

EXECUTIVE PANEL: Building Business Value from the IoT/Analytics/AI:  Valuable Insights and Lessons Learned

Panelists are being confirmed

Moderator: John Rossman, Managing Director, Alvarez & Marsal, Author of The Amazon Way Series

IoT, big data and artificial intelligence hold the promise to transform businesses, industry and society.  But business leaders need to balance long term promise with short term results.  This panel will share their experiences and insights leading on delivering business results from the IoT, big data and artificial intelligence.  


9:40 AM - 10:10 AM  

Coffee Break, Networking and Meet Our Partners


10:10 AM - 10:50 AM      

EXECUTIVE KEYNOTE: ServiceNow


10:50 AM - 11:20 AM  

Coffee Break, Networking and Meet Our Partners


11:20 AM - 11:50 AM  

EXECUTIVE PANEL: Boardroom Communications & Strategic Relationships

Steve Kendrick, President, KER Partners

Tony Leng, Managing Director and CIO Practice Leader, Diversified Search

Additional panelists are being confirmed

Moderator: Hunter Muller, President & CEO, HMG Strategy

You need to know the art and special skill to effectively communicating with the Board of Directors. Given their experiences and personal coaching, this panel of search executives will share keys to success, including how to develop strategic relationships and critical interactions with special groups, such as the Audit Committee.


11:50 PM - 1:00 PM  

Luncheon


1:00 PM - 1:40 PM

EXECUTIVE PANEL: Understanding Customer Dynamics  - a CIO's Perspective

Moderator: Tim Crawford, CIO Strategic Advisory, AVOA

Why is it so important for the company (and CIO) to understand the customer? And what does it mean to understand the customer? Who is the CIO's customer? As companies drive toward the 'market of one', how can the CIO rise to enable the CMO and engage the customer?


1:40 PM - 2:10 PM  

Coffee Break, Networking and Meet Our Partners


2:10 PM - 2:50 PM  

EXECUTIVE KEYNOTE: Box


2:50 PM - 3:20 PM  

Coffee Break, Networking and Meet Our Partners


3:20 PM - 3:50 PM  

EXECUTIVE PANEL: VC Insights: New Technology Impacts

The epicenter of innovation stems from VC backed start-ups. Hear what new technologies are creating new disruption and value in the most enterprise organizations. Hear from prominent VCs to determine the impact and opportunity to your organization to gain a competitive edge.


3:50 PM - 4:30 PM

EXECUTIVE PANEL: Cyber Security: Balancing Agility, Innovation, & Security

Competitive advantage requires agility and innovation. At the same time data, assets, intellectual capital must be protected. This panel will focus on how to foster innovation and leverage security as a competitive advantage, providing strategies that can be quickly implemented to achieve the overall goal of secure innovation.


4:30 PM - 4:50 PM Coffee Break, Networking and Meet Our Partners

4:50 PM - 5:30 PM  

EXECUTIVE PANEL: Lead Courageously as the CEO of Technology

Brian Lillie, CIO, Equinix

Cynthia Stoddard, SVP & CIO, Adobe

Additional panelists being confirmed

The most successful CIOs are seizing the opportunity to become the “CEO of Technology.” They are developing analytical models to create validated outcomes that can be used to map strategies, transformation, and increased revenue. This executive panel will share experiences of how courageous leadership can create value and generate new waves of business growth in the modern enterprise.


5:30 PM - 6:30 PM  

Raffle Prizes and Executive Networking Reception









Presenting Partners

  • ServiceNow

    Your enterprise needs to move faster, but lack of process and legacy tools hold you back. Every day, thousands of customer requests, IT incidents, and HR cases follow their own paths—moving back and forth between people, machines, and departments. Unstructured. Undocumented. Unimproved for years. With the ServiceNow System of ActionTM you can replace these unstructured work patterns of the past with intelligent workflows of the future. Now every employee, customer, and machine can make requests on a single cloud platform. Every department working on these requests can assign and prioritize, collaborate, get down to root cause issues, gain real-time insights, and drive to action. Your employees are energized, your service levels improve, and you realize game-changing economics. Work at LightspeedTM.

    http://www.servicenow.com
  • Box

    Box (NYSE:BOX) is the Cloud Content Management company that empowers enterprises to revolutionize how they work by securely connecting their people, information and applications. Founded in 2005, Box powers more than 71,000 businesses globally, including AstraZeneca, General Electric, P&G, and The GAP. Box is headquartered in Redwood City, CA, with offices across the United States, Europe and Asia. To learn more about Box, visit

    http://www.box.com

Platinum Partners

  • Alfresco

    Alfresco is leading the convergence of ECM and BPM, helping create efficient connected processes which present content in context. More than 1,800 companies in 195 countries rely on Alfresco, including leaders in financial services, healthcare, and the public sector. A global partner network and thousands of open source developers are ready to help you use it to accelerate your digital transformation. To learn more, visit

    https://www.alfresco.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/

Gold Partners

  • 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

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.

  • Sequoia Capital

    Sequoia is a venture firm with a 40+ year track record of partnering with daring entrepreneurs. Founded in 1972, we’ve been early business partners with many of technology’s biggest companies (Apple, Google, Oracle, Cisco, and more) along with many emerging leaders (WhatsApp, Palo Alto Networks, ServiceNow, FireEye, LinkedIn, Dropbox, Airbnb, etc).

Association Partners

  • Year Up

    Year Up is an award-winning national 501(c)3 organization whose mission is to close the Opportunity Divide by providing urban young adults with the skills, experience, and support that will empower them to reach their potential through professional careers and higher education. Year Up achieves this mission through a high support, high expectation model that combines marketable job skills, stipends, internships and college-level coursework. Its holistic approach focuses on students' professional and personal development to place these young adults on a viable path to economic self-sufficiency. Year Up currently serves more than 3,600 students annually across 24 campuses in Arizona, Baltimore, Bay Area, Chicago, Dallas/Fort Worth, Greater Atlanta, Greater Boston, Greater Philadelphia, Jacksonville, Los Angeles, National Capital Region, New York City, Providence, Puget Sound, South Florida and Wilmington. Year Up success stats include: 100% placement of qualified students into internships 90% of interns meet or exceed partner expectations 85% of graduates employed or in college full time within four months of graduation $18/hr average starting wage for graduates of the program

    www.yearup.org

Four Seasons Silicon Valley at East Palo Alto

2050 University Ave
East Palo Alto, CA

Group rate is $475/night for the nights of 8/22, 8/23. 8/24. This rate expires on July 21, 2017.

To reserve a room, please call (650)566-1200 and mention the HMG Strategy to receive the group rate.

Registration will be open approximately 3 months prior to the summit.

The 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