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Summits
2023 San Diego Technology Executive Leadership Summit in Partnership with SIM San Diego
California – Thu, 10-12-2023 8:00 AM to 4:00 PM
Visionary Leadership: Driving a Strategic and Secure Digital Agenda
Inflationary pressures and other macro-economic challenges are creating headwinds for technology executives and fellow members of the C-suite to execute on and achieve strategic goals through 2023. The fast-changing socio-economic landscape is prompting technology executives to become more creative than ever in a cost-conscious environment and to draw upon authentic and inclusive leadership skills to inspire their teams. Meanwhile, tech leaders will need to remain laser focused on new ransomware, phishing and crypto mining attacks amidst budgetary pressures.
Here are the four prevailing leadership and technology trends that HMG Strategy will be focusing on throughout its 2023 Executive Leadership Summit Series:
- Innovation & Invention to Spur Revenue Growth
- Fostering World-Class Collaboration and Teaming
- Harnessing Advanced Technology to Drive Cost Reduction
- Securing a Global Digital Agenda
Global economic challenges are creating unique opportunities for business technology executives to foster a collaborative culture, embrace fresh innovative approaches, and develop strong partnerships to leverage hot technologies such as AI, ChatGPT, cloud platforms and cyber technologies to securely move the needle for the business and win in tumultuous times.
October 12, 2023, 7:30 AM – 4:00 PM PT
7:30 – 8:30 AM
Breakfast and Networking
8:30 – 8:50 AM
Welcome and Introduction
Hunter Muller, Founder and CEO, HMG Strategy and Drew Martin, Principal, Silicon Beach Advisors
8:50 – 9:15 AM
EXECUTIVE KEYNOTE: From the Front Lines to the C-Suite: Battlefield Lessons for Leading Through Adversity
Colonel Kevin Trepa, USMC, Retired
The world and the business community have experienced more turbulence in the past 3 years than we’ve seen in a century – a global pandemic, massive supply-chain disruptions, the War in Ukraine, an international recession, and relentless cyber security challenges. As the CEO of Technology, CIOs need to understand the challenges their businesses face, proactively shape their operating environments, and build a team that can dynamically flex to respond to complex, simultaneous threats.
Join Kevin Trepa as he shares how he leveraged some of the leadership skills honed on the battlefield in his response to the challenges of the Covid pandemic as the CIO and COO of a billion dollar company. This presentation will set the framework for the rest of our day as we explore the CIO’s business partner leadership role in driving business success in an uncertain world.
9:15 – 9:35 AM
EXECUTIVE FIRESIDE CHAT: Accelerating to Drive Innovation
James Parker, CEO and Board Member, Tangoe, interviewed by Hunter Muller, Founder and CEO, HMG Strategy
In today’s digital-first world, innovation is not only a necessity but also a competitive advantage. However, innovation should not be pursued for its own sake, but rather aligned with the business strategy and goals. James Parker, CEO and Board Member, Tangoe will discuss how CEOs need to align their innovation and cost saving efforts with business strategies and goals.
9:35 – 10:00 AM
Coffee Break, Networking and Meet Our Partners
10:00 – 10:35 AM
EXECUTIVE PANEL: Visionary Leadership: Driving a Modern AI Enterprise and a Secure Digital Agenda
Moderator: Naresh Lachmandas, Sponsorship Chair, SIM San Diego and Partner & Senior Fellow, Avasant
Max Chan, CIO, Avnet
Alan Shen, VP, Solution Management, Digital Workplace Solutions, Unisys
Venky Venkatesh, Senior Director IT Services, General Atomics and Affiliated Companies
John Zavada, Chief Administrative Officer, PETCO Animal Supplies
Global economic challenges are creating unique opportunities for business technology executives to foster a collaborative culture, embrace fresh innovative approaches, and develop strong partnerships to leverage hot technologies such as AI, ChatGPT, cloud platforms and cyber technologies to securely move the needle for the business and win in tumultuous times. At the same time, tech leaders will need to remain laser focused on new ransomware, phishing and crypto mining attacks amidst budgetary pressures.
In this powerful Executive Panel discussion, world-class CIOs and technology executives will share the steps they’ve taken to cultivate a collaborative culture and embrace innovative approaches to position their companies to succeed in a challenging environment while securing the hybrid workplace.
10:35 – 10:40 AM
HMG 2023 Global Leadership Institute Award Presentation to:
Small Cap CIO Award – Steve Hoyt, Executive Director Information Technology, Aspen Neuroscience, Inc.
Lifetime Achievement Award – Barb Munro, Co-Founder, Partner, The Carrera Agency and Co-Founder and Membership Chair, SIM San Diego
10:40 – 11:00 AM
Coffee Break, Networking and Meet Our Partners
11:00 – 11:20 AM
EXECUTIVE FIRESIDE CHAT: Addressing the Human Experience in the Customer Journey
Joanna Palmer, CX Client Principal of Contact Center, RingCentral interview by Hunter Muller, Founder and CEO, HMG Strategy
Developing an elegant customer experience involves creating an experience that is intuitive and simple for customers. As part of this, it’s also important to address the human element of the customer experience. In this Executive Fireside Chat, Joanna Palmer, CX Client Principal of Contact Center, RingCentral, will share how this logic should be applied to the use of chatbots in the customer experience, along with recommendations for designing a chatbot experience that resonates with customers and naturally extends to their interactions with human agents.
11:20 – 11:35 PM
EXECUTIVE FIRESIDE CHAT: Delivering on the Digital Agenda
Max Chan, CIO, Avnet interviewed by Steve Phillpott, Board Member and President, SIM San Diego
As companies continue to make the digital pivot, many organizations often struggle with trying to digitize current processes and services without fully understanding what a transition to a digital business model is all about. In this Fireside Chat with Steve Phillpott, President, SIM San Diego, Max Chan, CIO at Avnet, will share how he is leading digital business transformation for the multinational distributor of electronic components as well as the steps he has taken to make diversity, equity and inclusion a top priority for the company.
11:35 AM – 12:00 PM
SIM San Diego News – Barb Munro, Co-Founder, Partner, The Carrera Agency and Co-Founder and Membership Chair, SIM San Diego
Presentation of the SIM San Diego Scholarship Awards – Maria Zack, Professor and Chair of Mathematical, Information and Computer Sciences, Point Loma Nazarene University
12:00 – 1:00 PM
Lunch and Networking
HMG 2023 Global Leadership Institute Award Winner and 2024 Nominee Photo
Small Cap CIO Award – Steve Hoyt, Executive Director Information Technology, Aspen Neuroscience, Inc.
Lifetime Achievement Award – Barb Munro, Co-Founder, Partner, The Carrera Agency and Co-Founder and Membership Chair, SIM San Diego
HMG Champion Award – Naresh Lachmandas, Sponsorship Chair, SIM San Diego and Partner & Senior Fellow, Avasant
Large Cap CAO Award – John Zavada, Chief Administrative Officer, PETCO Animal Supplies
1:00 – 2:00 PM
SIM MEMBER SESSION: Lightening Round Tech Talks
Host: Drew Martin, Principal, Silicon Beach Advisors
Jerome Bonhomme, CTO, American Specialty Health – TOPIC: The Finish Line is Just the Beginning: Lessons from Endurance Sports for the Challenges of Tech Leadership
Faisal Mushtaq, SVP & CTO, Sleep Number Corporation – TOPIC: Knowing Sleep: The Least Understood 1/3rd of Your Life
Amy M. Sitapati, M.D., Chief and Chair of the Division and Department of Biomedical Informatics, and Chief Medical Information Officer for Population Health, UC San Diego Health – TOPIC: “ChatGPT4 is reading my doctor’s chart!” How Do You Build and Advance Innovation in Artificial Intelligence and Build Strategy in This Dynamic Time?
We know that passion and purpose drive performance. In this innovative format, three Technology thought leaders each share a topic about which they’re currently passionate. Each will share their insights, experiences, and best practices on a topic of their choosing. They’ll cover the specific techniques they’re using to lead their organizations in the digital age as well as challenges and lessons learned. To keep the lightening round pace, we’ll save any Q&A for the coffee break.
2:00 – 2:25 PM
Coffee Break, Networking and Meet Our Partners
2:25 – 3:00 PM
EXECUTIVE PANEL: Security Innovation: Going Beyond Protection to Make Security a Competitive Advantage
Moderator: Joshua Barons, Head of Information Security, San Diego Zoo Wildlife Alliance
Todd Friedman, CISO, ResMed
David Lin, CISO, GIA (Gemological Institute of America)
Mani Keerthi Nagothu, Americas Field CISO Associate Director, SentinelOne
Billy Norwood, CISO, FFF Enterprises
Cybersecurity strategies are often developed with a defensive mindset. But for companies that have strong safeguards in place, this can provide them with a competitive advantage over industry rivals – especially if they are using AI to help strengthen their posture.
In this timely and compelling executive panel discussion, CISOs and security leaders will share how cybersecurity can provide organizations with a competitive edge along with the steps that can be taken to do so and the role that AI can play in these efforts.
3:00 – 3:05 PM
Transition Break
3:05 – 3:40 PM
EXECUTIVE PANEL: Tapping Innovative Technologies and Partnerships to Drive Cost Containment and Power Business Growth
Moderator: Rebecca Maffei, CIO, Fashionphile
Beau Mersereau, Global CTO, Toppan Merrill
Ravi Nemani, EVP & CIO, Enlyte
Lance Ralls, Vice Chair, SIM Southern California
Evelyn Travnik, former Global Software Engineering Leader, Digital Science Solutions, Thermo Fisher Scientific
Many technology executives find themselves between a rock and a hard place. CEOs and CFOs are leaning on CIOs and technology leaders to find ways to reduce costs in a tight economy. On the other hand, technology executives are being counted upon to utilize hot technologies that can spark new business innovation and to support digital business models.
This panel of executives will share use cases for advanced technologies and partnerships that can lower costs and drive new business value.
3:40 – 4:00 PM
Raffle Prizes
Closing Remarks
Yasmin Shah, Chief Executive Officer and CIO, SeenADriver

Mark Polansky
Chairs





Barb Munro
Co-Founder and Membership Chair, SIM San Diego
Co-Founder, Partner, The Carrera Agency
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Mark Polansky
Advisory Board

Srilekha Akula
Vice President | Software, Network, and DataVice President | Software, Network, and Data
Optum
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Maria Zack
Professor and Chair of Mathematical, Information and Computer Sciences
Point Loma Nazarene University
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Mike Zill
Chief Information Officer & Chief Administrative Officer
ACADIA Pharmaceuticals Inc.
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Mark Polansky

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RingCentral, Inc. (NYSE: RNG) is a leading provider of business cloud communications and contact center solutions based on its powerful Message Video Phone™ (MVP™) global platform. More flexible and cost effective than legacy on-premises PBX and video conferencing systems that it replaces, RingCentral empowers modern mobile and distributed workforces to communicate, collaborate, and connect via any mode, any device, and any location. RingCentral offers three key products in its portfolio including RingCentral MVP™, a Unified Communications as a Service (UCaaS) platform including team messaging, video meetings, and cloud phone system; RingCentral Video™, the company’s video meetings solution with team messaging that enables Smart Video Meetings™; and RingCentral cloud Contact Center solutions. RingCentral’s open platform integrates with leading third-party business applications and enables customers to easily customize business workflows. RingCentral is headquartered in Belmont, California, and has offices around the world.
https://www.ringcentral.com/
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Tangoe is the leading technology expense and asset management solution. Tangoe seamlessly integrates with hundreds of providers globally to deliver the reporting and insights needed by enterprises of all sizes and scales. Fueled by an innovative automation framework and unified customer experience, Tangoe optimizes spend and resources across telecom, mobile, cloud, and IoT. For more information on the power of Tangoe and how it can transform your business, visit www.tangoe.com or connect with the company on LinkedIn and Twitter.
https://www.tangoe.com/

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SentinelOne delivers autonomous endpoint protection through a single agent that successfully prevents, detects and responds to attacks across all major vectors. Designed for extreme ease of use, the S1 platform saves customers time by applying AI to automatically eliminate threats in real time for both on premise and cloud environments and is the only solution to provide full visibility across networks directly from the endpoint.
https://www.sentinelone.com/
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Unisys is a global information technology company that specializes in providing industry-focused solutions integrated with leading-edge security to clients in the government, financial services and commercial markets. Unisys offerings include security solutions, advanced data analytics, cloud and infrastructure services, application services and application and server software.
http://www.unisys.com/

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The future of workforce productivity will rely on digital employee experience and elimination of digital blindspots. Lakeside addresses this need with a modern cloud platform that uniquely combines complete real-time and historical experience data with intelligent edge-based analytics needed for IT to proactively improve digital employee experience at scale.
https://www.lakesidesoftware.com/
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MINDSPRINT’s purpose is to reimagine business with talent, technology, and insights-driven services. With a proven track record in enabling global organizations in their business and technology transformation journey, MINDSPRINT is a differentiated digital and business transformation partner with offerings ranging from digital transformation solutions, enterprise technology, business process services, and cybersecurity solutions. Powered by 2400+ employees, we are headquartered in Singapore with presence in India, US, and UK.
https://www.mindsprint.org/home.html
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Netskope, a global cybersecurity leader, is redefining cloud, data, and network security to help organizations apply zero trust principles to protect data. Fast and easy to use, the Netskope platform provides optimized access and zero trust security for people, devices, and data anywhere they go. Netskope helps customers reduce risk, accelerate performance, and get unrivaled visibility into any cloud, web, and private application activity. Thousands of customers, including more than 25 of the Fortune 100, trust Netskope and its powerful NewEdge network to address evolving threats, new risks, technology shifts, organizational and network changes, and new regulatory requirements. Learn how Netskope helps customers be ready for anything on their SASE journey.
https://www.netskope.com/
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Trace3 is the premier provider of IT solutions. We integrate IT products and services with insightful consultation in order to provide total transformation for both executives and organizations. Our elite engineers implement tomorrow’s systems and hardware to solve today’s most pressing IT problems, standing shoulder-to-shoulder with our clients to protect and serve their interests. We pride ourselves on our boutique-style approach to customer service. Our consultants, engineers, and executive team immerse themselves in each client’s unique culture in order to better understand their individual needs. From big data intelligence and cloud services to organizational health, we create customized solutions to address all aspects of a client’s infrastructure. Through elite engineering, dynamic leadership, and unparalleled VC connections, Trace3 stays on the leading edge of the innovation curve to empower our clients with the most advanced technologies and solutions in the industry. We pride ourselves on our boutique-style approach to customer service. Our consultants, engineers, and executive team immerse themselves in each client’s unique culture in order to better understand their individual needs. From big data intelligence and cloud services to organizational health, we create customized solutions to address all aspects of a client’s infrastructure. As part of our mission of organizational empowerment, we seek to inspire CIOs and other executives through our VC briefings: We expose a select group to the technologies of the future, which we have exclusive access to through our Silicon Valley connections. These executives can then return to their organizations with the tools they need to become leaders and innovators for their industries.
http://trace3.com

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ArmorCode supercharges security teams so their organizations can ship secure software faster. The ArmorCode Platform unifies AppSec and vulnerability management to normalize and correlate findings and orchestrate workflows so teams can identify, articulate, and remediate their most critical risks.
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Expedient is a full stack cloud service provider, helping companies transform their IT operations through award-winning multi-cloud solutions and managed services including enterprise cloud, disaster recovery, virtual desktop infrastructure, edge computing, security and compliance, and more. Named VMware’s Americas Cloud Partner of the Year and acknowledged in Gartner’s Magic Quadrant for Disaster Recovery as a Service, Expedient provides best of breed solutions backed by white glove services and support.
https://www.expedient.com/
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Meriplex is a managed technology solutions provider that enables transformation by combining secure, innovative technology with advanced expertise. As a trusted partner, we deliver business-driven solutions that provide the scalability and support needed to power growth for organizations. To learn more, visit www.meriplex.com or follow us on LinkedIn.
https://meriplex.com
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she.net is a German-Romanian software development company that offers you high quality software outsourcing to Europe at a fair price. With over 250 employees, we have a wide pool of highly qualified software engineers who can start working on your project within a few days. Our customers appreciate our more than 35 years of experience, an enormously low turnover rate rate as well as the time zone turbo: Benefit now from waking up when your next software project is ready!
www.she.net
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Varonis is a pioneer in data security and analytics, specializing in software for data protection, threat detection and response, and compliance. Varonis protects enterprise data by analyzing data activity, perimeter telemetry, and user behavior; prevents disaster by locking down sensitive data; and efficiently sustains a secure state with automation.
https://www.varonis.com/

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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
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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
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Intuitive is one of the fastest-growing companies in the Americas (recognized by CRN & INC 5000) focused on IT solutions, and services supporting 100+ Fortune 1000 & ISV customers on a global scale. With the reputation of being a Tiger Team & a Trusted Partner, Intuitive’s solution-centric SMEs across its core Superpowers (Public/Private/Hybrid Cloud Infrastructure, Cyber Security, AppDev, AppSecOps/DevSecOps, SRE, Data, AI/ML, Network and Digital Workspace) help solve most complex challenges and initiatives for Enterprises. Intuitive is also one of the very few recognized ProServe partners AWS (ProServe), Azure (ECIF), GCP (PSF), VMware (PSO/PCT), PANW, and Zscaler delivering engineering excellence.
https://www.intuitive.cloud
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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.
https://www.kornferry.com
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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.
https://www.spencerstuart.com

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We have spent years building industry leading companies. We bring this trove of experience and relationships to every venture we invest in. Cyberstarts was the brainchild of many deep conversations with our most successful cyber peers to distill the holy grail that enabled us to build important companies. It soon became clear that the trajectory to success is determined at a venture’s earliest start. That our deep inside perspective and highly engaged network during this critical earliest stage were unique ingredients in our successes. By aggregating these close relationships for entrepreneurs who we believe in, we knew that we can create incredible value for our tight network of CISOs who enjoy the earliest access to solutions that they help to define. These peers became investors and Cyberstarts became the only VC primarily funded by the industry’s most successful cybersecurity founders.
https://cyberstarts.com/about
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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).
http://www.greylock.com
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GTM Capital is singularly focused on helping our portfolio companies gain a massive competitive advantage by rapidly accelerating customer traction.
https://gtm-capital.com
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Lightspeed Ventures is a global VC firm headquartered in Silicon Valley, with offices in India, Israel, and China. With over $7 billion under management, Lightspeed invests in both enterprise and consumer tech startups from early-stage to late-stage. With over 300 active startups in the portfolio, Lightspeed has invested in companies like Brocade, Informatica, Nutanix, AppDynamics, Mulesoft, zScaler, etc. Lightspeed has also created a CIO Innovation Advisory Network to connect forward-thinking IT leaders with Silicon Valley.
http://lsvp.com
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Menlo Ventures is a venture capital firm that strives to have a positive impact on everything we do. That’s why we support businesses including Betterment, Carta, Roku, Poshmark, Uber, and Warby Parker that are reimagining life and work for the better. Over 43 years, we’ve grown a portfolio that includes more than 70 public companies, over 100 mergers and acquisitions, and $5.5 billion under management. We invest at every stage and in every sector, with expertise in Consumer, Enterprise, and Healthcare. From developing market strategies to creating communities, we provide real impact where entrepreneurs need it most. When we’re in, we’re all in.
https://www.menlovc.com/
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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).
https://www.sequoiacap.com
Venue
HYATT REGENCY LA JOLLA AT AVENTINE
3777 La Jolla Village Drive, San Diego, CA 92122
Room rate is $255 and must be booked no later than 9/12/23 to get the discounted rate. To make a room reservation: HGM STRATEGY 2023 SAN DIEGO TE: https://www.hyatt.com/en-US/group-booking/JOLLA/G-GIGI
Top
HMG Strategy Executive Leadership Summits deliver world class thought leadership where attendees receive unique insights into best practices and hear success stories involving leadership, management, technology and career development.
Key Areas of Focus Include:
- Leading Courageously and Authentically in Times of Crisis
- Reimagining the Business and the Future of Work
- Winning the War on Talent
- Creating a Workplace of Diversity and Inclusion to Foster Innovation
- Becoming Boardroom Ready
- Blazing the Path to Secure Innovation
- Strengthening Your Personal Brand

Mark Polansky
Registration
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 on above-stated criteria.
COVID policy: For those that are vaccinated, masks are optional. If you are not vaccinated we recommend that you wear a mask.
* 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) 243-1674 or email us at registrar@hmgstrategy.com.
