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. 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.

9:55 – 10:00 AM

There’s a paradox in the cloud. Public cloud infrastructure has set the standard for increased agility and flexibility — but the cost and refactoring effort is under scrutiny and challenging business’ ability to take advantage of it. In addition, cost management initiatives result in businesses leveraging multiple clouds driving increased complexity.

Hear from Induprakas Keri, SVP, NCI & NC2 at Nutanix as he discusses best practices to continue to innovate in a digital world, while making the most of your on-prem, managed and public cloud investments.

The world and the business community has 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 other geo-political shockwaves. As the CEO of Technology, CIOs need the ability to peer around the corner and to anticipate what might be coming next to enable the business to succeed. In this compelling Executive Panel discussion, world-class CIOs and industry experts share the type of leadership acumen that’s needed to succeed in today’s uncertain environment, to lead through the C-suite and the Board and to guide employees to a brighter future.

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Mark Polansky

Executive in Residence, HMG Strategy Former Senior Partner

Chairs

Lea Eriksen

Director of Technology & Innovation and CIO
City of Long Beach, CA

Lea Eriksen is the Director of Technology & Innovation and CIO for the City of Long Beach and is passionate about advancing digital equity and using emerging technology and data to solve civic challenges. Lea has over 20 years professional local government experience in budgeting, finance, technology and project management, as well as 15 years of experience serving on non-profit boards and committees. Recognized as a Top 10 Digital City 11 years running, Long Beach is undergoing a massive technological change through the new state-of-the-art civic center, development of a modern Enterprise Resource Planning system, digital transformation, and investments in cybersecurity. As CIO, Lea is in charge of implementing the City’s technology vision, developing a staff of 180 FTE and managing a $70 million annual budget. Previously, as the Assistant Finance Director of City of Long Beach, Lea led the development of the City’s $2.6 billion budget. Earlier she rose through the ranks at the City of Cincinnati and as Budget Director, she led the development of that City\’s $1.4 billion budget.

Since 2013, Lea has been a member of the Board of Directors for Twinless Twins Support Group International, a non-profit organization, where she currently serves as immediate Past President and chairs both the Audit & Finance and Diversity & Inclusion Committees. Lea recently joined the Board of Advisors for the Southern California Society of Information Management, the region\’s largest and most respected non-profit organization serving and led by IT leaders. Lea also serves as a City Representative on the Board of Long Beach Transit. In the past, she has also served on the Board for the Center for Addiction Treatment and in numerous committee roles for the International City/County Management Association (ICMA) and the Urban Land Institute (ULI) Cincinnati District Committee.

Lea graduated cum laude from Miami University and has an MBA from Xavier University. She has received honors including Government Technology Top 25 Doers, Dreamers and Drivers, Cincinnati Business Courier Class of Forty Under 40, YWCA Academy of Career Women of Achievement Rising Star and the American Society for Public Administration (ASPA) Early Careerist Award.

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Carol Fawcett

Corporate VP & CIO
Golden State Foods

Thirty-year IT veteran, Carol Fawcett currently serves as the Corporate Vice President and Chief Information Officer for Golden State Foods, one of the largest diversified suppliers to the Quick Service Restaurant and retail industries. Headquartered in Irvine, California, GSF is values-based with proven performance in superior quality, innovation and customer service in both manufacturing and distribution.  In this role, Carol provides vision and leadership for developing and executing digital transformation initiatives to improve GSF’s supply chain management operations, improving cost effectiveness, service quality and business development which service over 125,000 restaurants and stores from 50 locations on five continents.

Prior to joining GSF, Carol served as Chief Information Officer of Dell Software from 2012-2017, leading teams through an IT transformation resulting in a fully automated, simplified IT footprint that delivered significant efficiency and innovation opportunities across the businesses.  While at Dell, Carol was also responsible for the strategic vision of M&A IT acquisition integrations and infrastructure companywide.  Prior to Dell, Carol served as the Chief Information Officer at Quest Software from 2000-2012.  Before joining Quest in 2000, she held IT leadership roles at Western Digital, Coldwell Banker and Pacific Mutual, leading transformational initiatives for both IT and business in all areas of the organizations. 

With more than three decades of serving in information technology leadership roles, Carol has a dynamic reputation in the industry providing critical insight to innovation teams as new solutions are introduced into the market. She has a proven track record in successful infrastructure, applications, e-commerce, Salesforce automation and customer care.

Originally from Chicago, Carol has been living in Southern California since 1978. She earned a Bachelor of Science degree in Management Information Systems with a minor in Computer Science from National University in San Diego.

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Michael Keithley

CIO
United Talent Agency

Our International Advisory Board is comprised of technology leaders who have global oversight of technology and business strategy at Fortune 2000 organizations. HMG Strategy Executive Leadership Summits have become the most highly regarded thought leadership events for C-level executives and technology executives.

Held in more than 30 locations annually, the content for each unique summit is created through the combined efforts with our regional Advisory Boards. Advisory Board members are invited and encouraged to participate on boards beyond their local region and become a member of our International Advisory Board of global executive leaders.

As CIO of UTA Michael Keithley is responsible for all technology at the agency. In this capacity, Mr. Keithley advises clients and companies on emerging digital business models, distribution platforms and other technology-related issues. In addition to managing the Information Technology department, Michael is active in corporate consulting, marketing, venture funding and strategic advisory services to companies ranging from start-ups to Fortune 500 companies. Michael’s strong ties to Silicon Valley’s venture capital firms uniquely position him to be able to peer around the corner on how technology is going to shape the future of work and play. Prior to UTA, Michael served as the Chief Information Officer at Creative Artists Agency for 25 years. 

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Joel Manfredo

Chief Information, Innovation and Digital Officer
Motion Picture Industry Pension & Health Plans

Joel Manfredo is the Chief Information Officer at the Motion Picture Industry Pension & Health Plans. In this role, Joel is responsible for all aspects of information technology (IT) including strategy and architecture, infrastructure and operations, business application delivery, the project management office, and IT administration and security.

Prior to joining the Plans, Joel served as the Chief Technology Officer for the County of Orange in California, in the Chief Information Officer role for The Irvine Company, and in other Chief Information Officer and Chief Technology Officer roles since the mid-1990s.  Joel is kown for successful transformations both in business roles and in technical roles.

Joel has served on many non-profit Boards including the Society of Information Management, Executive Next Practices Institute, UCLA’s IS Associates, CleanTech OC, Realcomm, Access Executive Network, and the Trojan Club of South Orange County.  Joel was the founding chairman of UC Irvine’s CIO Roundtable (The Paul Merage School of Business) and further served UCI on the Dean’s Leadership Circle for the School of Information and Computer Sciences (ICS) and as the Chairman of the Corporate Committee for ICS and for the School of Engineering.  Joel also was a mentor in both UCI’s and Chapman’s MBA programs.

Joel has a Bachelor of Science in Business Administration from Lehigh University and both a Master of Business Administration and Master in Science in Finance from Loyola University in Maryland.

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George Sheth MBA, FHIMSS

Managing Partner
Diligent Partners, LLC

George Sheth is Managing Partner of Diligent Partners, LLC, a retained executive search firm he co-founded in 2009.  Previously, he was Executive Director and Healthcare Practice Leader at another retained executive search firm based in Southern California.  Prior to that, George was a Strategy Consulting Principal focused on health plan IT strategy consulting within Kaiser Permanente\’s Information Technology division.  Prior to Kaiser Permanente, Mr. Sheth held executive management roles in the national healthcare consulting practices of Capgemini (now Accenture) and IBM / PricewaterhouseCoopers.  He started his career in operational management roles at Health Net and Maxicare Health Plans in the 1980s.  Besides retained executive search, his areas of expertise include executive coaching, board governance, strategic business planning, business process redesign, new venture and product development, program/project management, and the application of technology to grow businesses and solve strategic and operational issues.

As a volunteer leader many times over, Mr. Sheth currently serves as Member Relations Board Advisor for the Southern California Chapter of Society for Information Management (www.scsim.org), the premier not-for-profit organization of information technology experts, including CIOs, CTOs and emerging IT leaders. Since 2010, he also has been a frequent presenter/panelist at CIO summits across the West Coast for HMG Strategy (www.hmgstrategy.com) for whom Mr. Sheth serves on its Advisory Board.  For several years, George served as Board Governance Committee Chair and as a member of the HR Committee on the Board of Directors of the Bob Hope USO (www.BobHopeUSO.org).  For over a decade, George served on the HIMSS Southern California Chapter Board, where he served his one-year term as President in 2008-2009.  A diehard Trojan, George has served on the University of Southern California (USC) Asian Pacific Alumni Association Board (served as President: 2006-2007), the USC Marshall Alumni Association National Board, the USC Marshall Partners Board, the USC Alumni Association Board of Governors Executive Committee, and the USC Trojan CEO Network Board.

George has a B.A. degree from Occidental College and graduated Summa Cum Laude from the University of Southern California with an executive M.B.A. in International Business.

George has supported numerous clients, including Accenture, AECOM, Amgen, Apria Healthcare, Avasant, BodySync, Blue Shield of California, Caiman Consulting, Cardinal Health / CareFusion, Cedars-Sinai, CIGNA, City of Hope Medical Center, CSC, Health Net, ICANN, Johnson Controls, Kaiser Permanente, L.A. Care Health Plan, Martin Luther King, Jr. Community Hospital, ScrippsHealth, Saban Community Clinic, Southern California Edison, Sutter Health, Trianz, UniHealth America, UnitedHealth Group, WellPoint/Anthem, and Zurich Insurance Group.

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Theresa Miller

CIO and EVP
Lionsgate Entertainment

Theresa Miller is a senior technology executive with over 30 years of experience leading media and entertainment companies through digital transformation including holistic enterprise-wide approaches to business process transformation, cybersecurity, and business continuity.  She is known for her inspiring leadership style and for her dedication to inclusivity through her work with Women in Technology Hollywood and other STEM focused organizations.  Theresa’s career reflects a demonstrated track record in leading successful large-scale technology initiatives including on premise and cloud-based ERP systems, digital supply chain initiatives, data and analytics/AI initiatives at high growth companies.  She also brings deep corporate governance experience through her oversight of cybersecurity, work in internal audit and as the executive sponsor for business continuity at her current company.  

Currently, Theresa is the Executive Vice President and Chief Information Officer of Lionsgate, a world-class motion picture and television studio operations aligned with the STARZ premium global subscription platform to bring a unique and varied portfolio of entertainment to consumers around the world. In her role, Theresa is responsible for management of IT across the enterprise, setting the strategic direction of technology initiatives and overseeing technology budget and personnel.  Theresa has been significantly involved in leading company transition efforts during several mergers and acquisitions, including the $4.4 billion acquisition of Starz in 2016 and its current divestiture of this asset.  Theresa reports to and attends Lionsgate’s Audit Committee meetings on a quarterly basis covering cybersecurity and technology topics.  During her tenure at Lionsgate, she has collaborated with her business peers to develop and maintain mission critical company policies including disaster recovery, business continuity, incident response and record retention. 

Theresa is a Board Member for the Women in Technology Hollywood Foundation, a 501c3 charitable organization, where she also serves as Treasurer and is a member of the Executive Committee.  She is also a Board Member of Innovate@UCLA, a member-based partnership between UCLA and the southern California technology community, where she chairs the Women in Technology committee.  She is also a long-term member of the Customer Advisory Committee for Box.

Recently recognized as the 2022 Southern California CIO of the Year by the Inspire CIO Leadership Network, Theresa is a frequent speaker on leadership and technology topics and is a mentor for STEM Advantage and Women in Technology Hollywood.

Theresa holds a B.B.A. in management information systems from Texas A&M University.  She is a graduate of UCLA’s Executive Program of Management.

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Hunter Muller

Founder & CEO
HMG Strategy

Hunter Muller is a charismatic industry pioneer and a modern-day Renaissance Man. As a global C-suite advisor and coach for the past 30 years, Hunter’s insights and concepts have been successfully applied by Fortune 1000 organizations worldwide to accelerate executive performance, propel the career ascent of C-level executives, and to drive transformative innovation and create new waves of value.

Hunter is the Founder and CEO of HMG Strategy, LLC, the largest independent, objective, transparent and collaborative executive network in the world. HMG focuses on innovation and breakthrough strategies for core, parallel and new markets while studying the most successful organizations eco-systems and platforms such as Amazon and Microsoft.

HMG Strategy is the provider of thought leadership and networking events for CIOs, CISOs, and senior technology executives. HMG Strategy offers a unique, integrated model for enabling C-level executives and their companies to draw upon courageous leadership to reimagine, reinvent, and rebuild their business models to attain the genius-level thinking required in today’s dynamic business landscape to achieve competitive advantage in the digital frontier.

Hunter\’s passion for the role of the technology executive in transforming the business is reflected in the 7 Pillars of Trust which embody HMG Strategy\’s unique business model.

Complementing HMG Strategy’s world-renowned events is HMGNextVentures, a venture capital accelerator aimed at helping connect CIOs with the most innovative technology companies and entrepreneurs from Silicon Valley to Tel Aviv. HMG Strategy also partners with the world’s leading venture capital firms, including Amplify Partners, Greylock Partners, Lightspeed Venture Partners, and Sequoia Capital. HMG Strategy connects CEOs, CIOs, and other C-level executives with startup technologies backed by the leading VCs to identify opportunities for innovation and business transformation.

Meanwhile, HMG Strategy’s award-winning Research Team advises the world’s technology companies such as Adobe, Nutanix, and Workday on branding, messaging, and Voice of the Customer strategies.

Hunter has published five that draw from his extensive business experience: The Transformational CIO (Wiley, March 2011), On Top of the Cloud (Wiley, January 2012), Leading the Epic Revolution (Wiley, September 2013) and The Big Shift in IT Leadership (Wiley, July 2015) and The CEO of Technology (Wiley, January 2018). Hunter is now working on his sixth book: \’Enterprise 2025\’, which is slated to be published in January 2020. As a result, Hunter’s unique position of knowing the thoughts, challenges, and opportunities of the IT Leader, he is asked to speak at a variety of venues such as IBM’s Cloud Expo and on TheStreet.com.

Hunter and HMG Strategy support a variety of charitable causes, including the American Cancer Society, Save the Children, and Year Up, and Hunter personally gives back his time and ideas as a member of the Executive Committee of the Fairfield/Westchester Chapter of the Society for Information Management.

An intrepid international athlete, Hunter is an ardent yacht racer, a world-class skier, and an extreme fitness guru. Hunter is passionate about ocean and mountain adventures and spending time with his sons, Chase and Brice.

Hunter earned a Bachelor of Science in the Babson College School of Management.

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Helen Norris

VP & CIO
Chapman University

Helen Norris is Vice President for information technology and CIO at Chapman University, where she is responsible for leading the university’s information technology strategy and services, and oversight of the University Library.

Previously, Helen was the Associate CIO at California State University, Sacramento, where she focused on enterprise systems, data analytics, and infrastructure. Before that, Helen spent twelve years at UC Berkeley where she held progressive information technology management roles at both the departmental and central levels.  She also previously worked as VP for IT for an advertising agency and a law firm, both in St. Louis, Missouri.

Helen serves on several boards.  She was appointed to serve a 4-year term on the EDUCAUSE (educause.edu) Board of Directors starting October 2019.  She serves as the Vice-Chair of the Southern California Society for Information Management (scsim.org) and Chair of the board of the National Endowment for Financial Education (nefe.org).  Additionally, she is a member of the board of advisors for EmpowHer Institute (empowher.org), whose mission is to empower young women through education, training, and mentorship as they prepare for college and their careers. She serves on the Dell Higher Education Advisory Board and the governing board for the CIO Summit in Los Angeles.  She previously served as the Director of the Sacramento Women in Technology International (witi.com) network.

Originally from Ireland, Helen has a Bachelor\’s degree in Mathematics from Trinity College, Dublin, Ireland, and a Master\’s degree in Computer Resource Management and Business Administration from Webster University in St. Louis. She is a certified Project Management Professional.

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Thomas Phelps

SVP of Corporate Strategy & CIO
Laserfiche

Thomas Phelps IV is the VP of Corporate Strategy & CIO for Laserfiche, a global provider of enterprise content management and process automation software. Thomas joined Laserfiche in 2014 and leads IT, industry marketing, analyst relations and major strategic initiatives. He was part of the executive team that launched Laserfiche Cloud in 2015, and led security and compliance efforts to obtain a SOC 2 attestation. Thomas led corporate initiatives for Laserfiche to be recognized as a Challenger in the Gartner MQ for Content Services Platform for the first time in 2017 and 2018, a Peer Insights rating of 4.7 (out of 5.0) as of August 18, 2019, and a Leader in the Nucleus Research 2019 ECM Value Matrix. He created the team that redesigned Laserfiche certification courses used to train customers and over 300 solution providers globally.

Prior to Laserfiche, Thomas was the national entertainment and media champion for cybersecurity at PwC. He led the initiative to innovate content security practices used worldwide in the motion picture industry. He also developed the PwC methodologies and marketing collateral for the new Telecom and Network Services practice. He was the Advisory Services leader for two major accounts generating over $12M in annual advisory revenue, including a client service team that received the PwC Chairman’s Award. He provided Fortune 500 clients with guidance on IT transformation, security, privacy, internal audit and business continuity management. He designed and implemented solutions and risk management programs to address SOX, HIPAA, GLBA and other regulations. In addition, Thomas was part of three new business initiatives at Motorola. This included the start-up Internet Software Products Division (Austin, TX), the multi-billion dollar Motorola MOS 12 (Chandler, AZ) semiconductor fab, and a new production line for Motorola Radius GP 300 radios (Mt. Pleasant, IA). 

Thomas is the Chairperson of Long Beach Accelerator^TM, a non-profit whose mission is to accelerate early stage startups with seed funding, mentorship and exit strategy. He is on the ISACA 50^th Anniversary Panel, providing governance and speaking at events for a cybersecurity and IT audit standards-setting organization—with 460,000 engaged individuals in 188 countries and 220 chapters. He is on the Executive Board for Innovate@UCLA, an executive IT organization sponsored by UCLA, and the Marketing Chair for the Southern California, Society of Information Management (www.SCSIM.org). Thomas is also the Director of Corporate Relations for LA Blockchain Lab. He has co-authored the book, Telecommunications Cost Management, published by CRC Press. He has contributed to several ISACA publications including Risks of Customer Relationship Management, a joint book effort with PwC. He earned his BBA in MIS from the University of Texas at Austin. In 2019, Thomas became an adjunct professor teaching IT Auditing and Analytics in the USC Masters in Accounting program.

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Sanjib Sahoo

EVP and Global Chief Digital Officer
Ingram Micro

Sanjib Sahoo serves as executive vice president and chief digital officer for Ingram Micro Inc. In this role, Sahoo leads Ingram Micro’s strategic efforts to further accelerate the development of innovative, world-class customer and user experiences designed to shape and create competitive advantage and differentiation for the business. His responsibilities include leading the digital transformation and modernization of the company’s customer-facing platforms, including applications, subscription services and consumption models for billing. Sahoo joined Ingram Micro in June 2021. Sahoo brings a diverse and global background to the company, with over 20 years of experience leading global enterprise IT strategy, services, digital platforms, application deployment and technology operations. He most recently served as a member of the senior executive team and CIO for the transport business of XPO Logistics. Prior to XPO, Sahoo was CIO and chief technology officer for TradeMonster (E*Trade/Morgan Stanley), where he led the vision and execution for a first-of-a kind online trading platform for both web and mobile. Early in his career, he worked in building applications for several financial services organizations, including Citibank, Charles Schwab (then Xpresstrade), and Deutsche Bank. In October 2021, Sahoo was one of ten global leaders named to Constellation Research’s Business Transformation 150 Hall of Fame. He has authored numerous technology models and white papers on Risk and Innovation Leadership, Leadership Development, Innovative Marketing, Open Source Architecture, and Mobile Strategy, and holds several patents on Dynamic Communications and Streaming for Mobile Devices. He is a member of the Forbes Technology Council and a contributor to Wired and the Harvard Business Review. Sahoo is a graduate of Harvard Business School’s Advanced Management Program and holds a master\’s degree in computer applications from the Institute of Man

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Bhavin Shah

Founder and CEO
Moveworks

Bhavin Shah is the CEO of Moveworks. He is an entrepreneur with over 25 years of experience taking companies from inception to scale. Prior to Moveworks, he was CEO of Refresh.io, which LinkedIn acquired in 2015. Bhavin began his career in educational toys at Leapfrog Enterprises. 

In 2016, Bhavin co-founded Moveworks, a conversational AI platform that automatically resolves employee support requests across all internal domains such as IT, HR, Finance, etc in 100+ languages. Moveworks currently serves more than 200 large enterprise customers, including Novartis, Honeywell, NYSE, Hearst, Chubb Insurance, LinkedIn, DocuSign, Mass General, and Toyota North America, to name a few. Through Moveworks, companies can keep employees productive and engaged with instant AI-mediated support while lifting this workload off the shoulders of their IT, HR, Finance and Facilities teams to focus on other high priority projects.

Moveworks has more than 550 employees and is headquartered in Mountain View, CA and has raised over $300M from Lightspeed Venture Partners, Bain Capital Ventures, Kleiner Perkins, ICONIQ, Alkeon Capital Management, and Tiger Global. Moveworks has been named to the Forbes AI 50 list four years running and was named #24 on Newsweek\’s Most Loved Places to Work in America in 2022.

Bhavin has a Master\’s degree in Education, Technology, and Business from Stanford University and a B.S. in Computer Science from the University of California, San Diego.

 

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Mark Polansky

Executive in Residence, HMG Strategy Former Senior Partner

Advisory Board

Andrew Bereczky

Chief Information Security Officer
Automobile Club of Southern California

Andrew Bereczky has been Chief Information Security officer (CISO) at the Automobile Club of Southern California since February 2016.  In this role he’s responsible for creating a culture of enablement and leverage, while managing the organization’s information security risk posture.

Prior to this role Andrew provided strategic consulting services to a multitude of national companies and served as the SVP & CIO of Zenith Education Group.  In this role he was responsible for all technology operations, enablement, and innovation across more than 88,000 students and 100 campus locations.  He came to the college with a rich background driving technology enablement and change within industries such as Health Care, Human Capital, Financial Services, and the Business Process Outsourcing Industry.

As global CIO with Alorica, in the BPO space, he supported multiple mergers and acquisitions while driving the technology team to achieve corporate recognition by Gartner (Global Magic Quadrant listing), win the Information Week Top 500 Technology innovator award in years 2011 & 2012 (for Global Analytics & CRM), along with IDC Marketspace Major Player recognition in 2013.  He’s complimented these achievements by publishing several articles regarding shifting customer dynamics & hosted contact center solutions.

Andrew holds a bachelor’s degree in Information Technology and earned his MBA from Cal State Dominguez Hills in Los Angeles, CA.  Always working to give back to the community, Andrew supports a multitude of efforts and regularly joins with others to contribute to thought leadership groups.

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Scott Cadwalader

Retired

Scott is co-founder and Managing Partner of Diligent Partners, LLC. For 14 years, he held the position of Senior Vice President and Chief Operating Officer at another retained executive search firm based in Southern California. Scott is responsible for our firm’s search operations, client management, and sales and marketing. He also serves as the firm’s Information Technology practice leader. He has managed searches for many leadership roles across such industries as Biotech and Pharmaceuticals, Consumer Products, Financial Services, Healthcare, High Tech, Management Consulting, Medical Device, Manufacturing and Distribution, and Retail. Prior to entering executive search, Scott was a founding Principal at Transition Management Consulting, where he led client engagements in Organizational Assessments, Information Technology Strategy, Architecture and Platform Migration. Scott also was a Managing Consultant at SHL Systemhouse (now EDS). At Gartner Group, Scott was a Managing Director in Consulting Services. Scott began his Gartner career in sales as an Account Executive and then as a National Account Manager.

Over the years, Scott has developed and formalized a search methodology focused on quality outcomes, and has authored numerous articles on recruiting and retaining top talent, and on interviewing and assessing strategic hires for character, integrity and leadership.

Scott is a board member and membership chair for the Southern California chapter of Society for Information Management (SIM), the premier not-for-profit organization of information technology experts, including CIOs, CTOs and emerging IT leaders. Since 2010, he also has been a frequent presenter/panelist at CIO summits across the West Coast for HMG Strategy for whom he serves on its Advisory Board.

Scott has a Bachelor of Arts from the University of California Los Angeles, and a certificate from the UCLA Andersen Graduate School’s Managing the Information Resource program.

Scott has consulted to such clients as AECOM, Amgen, American Girl, Applied Materials, Baxter International, Capital Group Companies, Cardinal Health / CareFusion, City National Bank, City of Hope Medical Center, the City of Los Angeles, County of San Bernardino, Deloitte, DFS Group, Discus Dental, East West Bank, Edwards Lifesciences, Forest Lawn, Gelson\’s Markets, ICANN, Kaiser Permanente, LA Care Health Plan, Mattel, Nissan USA, O\’Neil Digital Solutions, Pacific Life, Pioneer Electronics, Southern California Edison, Sutter Health, THQ, Tucson Electric Power, Unified Grocers and Zurich Insurance Group.

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Carmella Cassetta

VP & Chief Information Officer
Hoag Hospital

Our International Advisory Board is comprised of technology leaders who have global oversight of technology and business strategy at Fortune 2000 organizations. HMG Strategy Executive Leadership Summits have become the most highly regarded thought leadership events for C-level executives and technology executives.

Held in more than 30 locations annually, the content for each unique summit is created through the combined efforts with our regional Advisory Boards. Advisory Board members are invited and encouraged to participate on boards beyond their local region and become a member of our International Advisory Board of global executive leaders.

Carmella Cassetta is a dynamic and innovative technology leader with an accomplished background as a Chief Information Officer (CIO). She is known for providing technology enabled solutions and operations excellence that support organizational goals and solve business problems.

Ms. Cassetta is currently the Vice President and Chief Information Officer (CIO ) for Hoag Memorial Hospital Presbyterian and Hoag Clinic in Orange County, California. In this role she is responsible for all IT functions that support clinical and business operations for Hoag.

Prior to Hoag, Ms. Cassetta held leadership positions at Ingram Micro, Barnes & Noble and Corinthian Colleges. In 2008 she was recognized with CIO Magazine’s “CIO 100 Innovation Award” and in 2019 the Hoag IT Department achieved a Quality Award from CHIME “HealthCare’s Most Wired”.

Ms. Cassetta graduated from the University of Connecticut with a Bachelor of Science degree in Business. She also received certification in Information Technology from New York University School of Continuing Education.

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Jeff Farinich

SVP Technology Services and CISO
New American Funding

Jeff Farinich is a seasoned Information Technology & Security leader with over 25 years of experience in technology, financial services and other industries.  He joined NewAmerican Funding in 2019 as Vice President of Infrastructure and Security where he is responsible for establishing and executing IT and Security transformations.  Prior to NewAmerican Funding, Jeff worked for SchoolsFirst Federal Credit Union, Cisco Systems, NDS Group Ltd. and other well-established companies. 

 

Jeff is a graduate of Cal Poly Pomona earning a Bachelor of Science degree and a graduate of University of Southern California Marshall School of Business earning a Master of Business Administration degree. He also attended a CIO Development program at Massachusetts Institute of Technology Sloan School of Business.  Jeff holds PMP, CISSP, CISA and CISM certifications plus a certificate in Forensics from Cal State Fullerton.

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Gregory Geary

SVP
Nova Management

Our International Advisory Board is comprised of technology leaders who have global oversight of technology and business strategy at Fortune 2000 organizations. HMG Strategy Executive Leadership Summits have become the most highly regarded thought leadership events for C-level executives and technology executives.

Held in more than 30 locations annually, the content for each unique summit is created through the combined efforts with our regional Advisory Boards. Advisory Board members are invited and encouraged to participate on boards beyond their local region and become a member of our International Advisory Board of global executive leaders.

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Sven Gerjets

EVP, CTO
Mattel, Inc.

Sven Gerjets has been Chief Technology Officer of Mattel since July 2017. From January 2017 to July 2017, he served as Chief Product Officer of n.io Innovation. Mr. Gerjets was the Chief Information Officer of Time Warner Cable, Inc., from October 2015 to June 2016. Before joining Time Warner Cable, Inc., he was the Chief Technology Officer of Pearson from July 2014 to October 2015. Prior to this role, Mr. Gerjets held several executive roles at DIRECTV, Inc., including Senior Vice President, Information Technology, from 2011 to 2014; Vice President, IT Solution Delivery, from 2009 to 2011; and Senior Director, IT Operations, from 2007 to 2009. From 2005 to 2007, Mr. Gerjets was Director, Information Technology, at Symantec Corporation. Previously, he was the co-founder and Chief Technology Officer of GeneticMedic from 2003 to 2005. Mr. Gerjets also held leadership positions at AT&T Wireless Services, including Director, IT Operations, from 2000 to 2003; and Director, Business and Logical Security, from 1997 to 2000.

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Keith Golden

CIO
RGP

Keith Golden is a practicing information technology executive based in Orange County, California. He is currently Chief Information Officer of the Econolite Group, Inc., a leading provider of intelligent transportation management products and services (https://www.econolite.com/).  Keith has previously served as CTO of several venture-funded start-ups and has worked for and consulted to a wide variety of private- and public-sector organizations in IT, Engineering and Product Development roles.

Keith has driven countless projects to successful completion while ensuring delivery consistent with corporate culture and strategy.  Keith’s success in transforming underperforming IT organizations led to an abiding interest in high-performance team building, collaborative leadership, and coaching.  Outside the office, Keith’s interests include his family, nonprofit service, and trail running.  An avid musician, Keith played formidable lead guitar in a wedding band for 10 years—but didn’t quit his day job. 

Keith is Board Chair of SCSIM, having previously served as Vice Chair and Event Chair.  As Board Chair, Keith is delighted to work with his fellow board members to expand and extend SCSIM’s program offerings for the benefit our membership and the Southern California information technology community. 

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Josh Goode

SVP/CIO
SCAN Health Plan

Josh Goode is Chief Information Officer at SCAN. He provides leadership, direction and support to the company\’s information technology (IT) areas including Digital Strategy, Business Intelligence, IT Infrastructure, Project Management, Electronic Data Interchange (EDI) and Application Development. Under Josh\’s guidance, SCAN is leveraging its technology investments to meet the individual needs of seniors now and in the future. Prior to joining SCAN in 2013, Josh worked for Accenture, a multinational technology and management consulting firm.

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Randi Levin

CEO
The Women in Tech Accelerator

Our International Advisory Board is comprised of technology leaders who have global oversight of technology and business strategy at Fortune 2000 organizations. HMG Strategy Executive Leadership Summits have become the most highly regarded thought leadership events for C-level executives and technology executives.

Held in more than 30 locations annually, the content for each unique summit is created through the combined efforts with our regional Advisory Boards. Advisory Board members are invited and encouraged to participate on boards beyond their local region and become a member of our International Advisory Board of global executive leaders.

Randi Levin is an innovative and transformational business and technology executive with proven experience in government, the private sector domestically and internationally, consulting and many other industries. She is a flexible and highly experienced leader with emphasis in strategic planning, transformation, transparency and efficiency initiatives and leading edge thinking as well as implementation. She is a results-oriented business manager with outstanding interpersonal skills. Randi has spent 30+ years in Information Technology, as a CIO, Applications, Infrastructure and consulting capacities. She spent 5+ years as the CTO for the City of Los Angeles, overseeing a staff of over 800, partnering with 43 city divisions aiding in the transformation from paper to digital, from old processes to new, and implementing new technologies. Randi has served as CIO for Cast & Crew and Forest Lawn, and VP of Worldwide Corporate Systems for NBC Universal and the Walt Disney Company, as well as numerous other organizations, primarily in Southern California. Randi was the first Public and Private sector CTO or CIO to implement Google Applications – Gmail for the enterprise in 2008. Her extensive partnership with Google provided the city many benefits beyond just a new email system and began the city’s digital transformation. Randi has lived in the Los Angeles area for approximately 25 years and has two grown children. Randi graduated with a Bachelor’s of Science in Business Administration with a Management Information Systems degree from the University of Arizona

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Kathy Lomax

VP, Product Delivery – Core Settlement Solutions
First American Title Insurance Company

Kathy Lomax is VP, Product Delivery at First American Title.   As an IT executive with over 25 years’ experience in leading financial services and healthcare, she’s led a variety of global teams across IT disciplines including Infrastructure engineering and operations, web administration, application quality management, application support, IT finance and vendor management.   At L. A. Care Health Plan, Ms. Lomax is responsible for IT shared services in support of solution delivery and facilitates the strategy and Initiatives under the Office of the CIO.  Ms. Lomax has extensive experience in overseeing large scale projects and programs leveraging globally distributed resources with an eye toward budget control and continuous improvement, and has demonstrated a proven ability to build and transform departments in to well-organized productive business units.    

Prior to joining L. A. Care Health Plan, Ms. Lomax served as IT Vice President at Capital Group Companies, home of the American Funds.  Prior to that, she served as Administrative Director at Loma Linda University Medical Center.

Fueling her passion in supporting women, Ms. Lomax led the WITI (Women in Technology International) Orange County regional network for 4 years, earning her a seat on the Global Advisory Board Member since 2017.  Additionally, Ms. Lomax has served on the board of SCSIM (Southern California Society of Information Management) since 2018 and is currently serving as Programs Chair. 

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Guillermo Lopez

Former Chief Information Technology Officer
LuLaRoe

Our International Advisory Board is comprised of technology leaders who have global oversight of technology and business strategy at Fortune 2000 organizations. HMG Strategy Executive Leadership Summits have become the most highly regarded thought leadership events for C-level executives and technology executives.

Held in more than 30 locations annually, the content for each unique summit is created through the combined efforts with our regional Advisory Boards. Advisory Board members are invited and encouraged to participate on boards beyond their local region and become a member of our International Advisory Board of global executive leaders.

Guillermo Lopez is an accomplished Senior Executive, Advisor, and Thought Leader with more than 25 years of success across apparel & fashion and luxury goods. His broad areas of expertise include Leadership, IT governance, business strategy, program and project management, and solution implementation. Guillermo holds a leadership position as the Chief Information Technology Officer for LuLaRoe where he leads technology teams, across service desk, IT infrastructure, software development, ERP, CRM, and RFID business areas. He also oversaw digital transformational development, prioritization, and execution of projects to achieve strategic priorities and empower project managers to own assigned projects and program areas. Guillermo has also served as the Vice President of Information Technology for St. John Knits.

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John Manzanares

CIO
Curaleaf

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Howard Miller

CIO
UCLA Anderson School of Management

Howard Miller is currently the Chief Information Officer at UCLA Anderson School of Management.

Howard was most recently the Acting Chief Information Officer and Chief Information Security Officer for Columbia Business School at Columbia University.

Howard is an accomplished executive and senior IT leader with expertise in the design, development, and deployment of technical strategy and policy. Before his most recent career endeavors in higher education, Howard was an IT Director of Security and Compliance for Life Technologies Corporation from January 2006 to May 2012 and served as the Senior Manager, PMO and Corporate Financial Systems for Applied Biosystems, Inc. from September 2001 to January 2006. 

He earned his BS in Computer Science and his Masters in Business Administration from Rensselaer Polytechnic Institute. Howard also has his PMP, CISM and CRISC certifications. He is currently pursuing an Executive Master of Science in Technology Management at Columbia University.

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William H. Miller

IT Transformation Consultant, Board Advisor & Chief Information Officer
Two Oceans Insights, LLC

William Miller is SVP and CIO at NetApp, responsible for business application solution management and delivery across NetApp. His team works closely with their global IT peers and business partners, with focus on end-to-end planning, execution and delivery of business capabilities, in support of NetApp’s overall IT roadmap. Bill and his organization help NetApp enable and accelerate operational excellence and process efficiencies through productivity tools and technology solutions, while also proactively managing enterprise-wide security for NetApp’s intellectual property and data. In addition, Bill is responsible for accelerating adoption of and showcasing NetApp’s own use cases for NetApp technologies and solutions via our NetApp on NetApp and Customer-1 programs.

Bill brings to NetApp an extensive background in providing technology-centered leadership and global business solutions to large technology companies. Prior to NetApp, he served most recently as senior vice president and CIO at Broadcom Corporation. In this role, he led a world-class IT organization focused on delivering value by leveraging cloud computing applications and partners to maintain low-spend profiles for best-in-class efficiencies.

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Lance Ralls

Vice Chair
SIM Southern California

Lance Ralls is a hybrid global CIO/CTO who rapidly delivers impact to profit and revenue. He is regularly told he is a rare bilingual executive who can speak both the language of business and technology fluently. Lance Ralls, Global CIO/CTO at MerchSource, is responsible for leading the company’s global Technology and Data services, policy, strategy, operations, governance, privacy policy, financial management and Cyber Security across all ThreeSixty’s global business groups and brands: FAO Schwarz, Sharper Image, Vornado, and Discovery.

Lance’s global corporate executive and management experience spans multiple industries and includes tenures during dramatic growth at Belkin International, Pelican, MerchSource, DIRECTV, Sony, Warner Bros, NBC Universal, Mattel, Cognizant, and PwC.

Lance’s work has successfully impacted millions of customers, thousands of employees, and created multi-million dollars of business growth by his understanding that technology is only 25% of the solution and you must address the remaining 75% by understanding the process and organization impact for maximum impact from your IT organization.

At thirteen, Lance started his first job, changing tires at his father’s tire store.  He soon decided he wanted to be the fastest and most effective tire-changer in the shop, which he achieved beating those around him with decades of practice. This is where his love for endless efficiency was born and he follows the same approach when creating solutions that impact customers he serves from consuming tv shows, purchasing electronics/toys, buying movie tickets, or scheduling teams on projects.

Lance also served as an advisory member on the Economic Development Advisory Council to El Segundo City Council promoting growth and community support in the region.  He enjoys and has successfully coached hundreds of kids in soccer and baseball for over 10 years, focusing on the process of play, not the outcome.  He has always focused on building character in how to work as a team as well as how to deal with failure which in turn delivers success which has led his teams to winning numerous championships.

Lance holds a Bachelor of Science degree in Mechanical Engineering from the University of California at Los Angeles (UCLA).

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Ashwin Rangan

SVP Engineering & CIO
ICANN

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Raj Rangaswamy

Executive Partner & Head – Strategic Growth
SADA

Raj is known for his acute customer focus, blending innovative technologies and strategic partnerships to create meaningful impact.

Raj has led diverse business development and technology engagements (+8 yrs as CIO/VP) across hitech, private equity, healthcare, insurance, manufacturing & retail industries. He has +17 yrs of multi-channel customer experience, integrating ideas, people, technology, analytics and execution.

He excels at building global teams, drive rapid product maturity and market adoption. He holds a Masters in Business-IT (Dean\’s award) & Applied Math and is GCP, CISM, PMP, ITIL certified. Raj is also advisor to multiple technology leadership and non-profit boards.

SPECIALITIES:
1. Enterprise strategy & Business value creation:
• Business development, Sales Enablement and P&L management
• Customer journey mapping – Ideation, ROI Analysis, Change Management, Deal Negotiation
• Global Program Management & Execution
• Professional services, Google Cloud and GSI partnerships enhancement

2. Emerging technology adoption (ML/Ai, Smart analytics, RPA, IoT, Cloud):
• Business architecture and Technology modernization
• Led transitions to 100% Cloud (Google Cloud/GSuite, O365, SaaS, AWS, Rackspace, Salesforce, ADP)

3. Solution design & deployment:
• Self service analytics
• Ecommerce, Digital platform & Product management – Web/Mobile/Analytics
• Next-gen applications and platform Integration

4. IT M&A Integration/Separation (Buy and Sell side) of Acquiring and Portfolio companies:
• Due Diligence, Close, Zero & 100 Day Planning
• Organization restructuring, Talent, Services & Technology consolidation

5. Process improvement/automation across
• Sales, Quote-Cash fulfillment, Supply & Distribution, CRM, Call center, HR, EMR, Finance.
• Information security governance, MDM, compliance (SSAE16, HIPAA, PII, SOX)

6. Talent development:
• Hiring, mentoring, retention. Internships 

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Ram Reddy

VP Global IT
Dermalogica

Ram Reddy is the VP of Global IT for Dermalogica (a subsidiary of Unilever).  Dermalogica is a leader in the skin care products category.   Prior to Dermalogica, Ram was the VP for IT Strategy and Projects at Jacobs Engineering Corporation (JEC). He was awarded Computerworld’s “Premier 100 IT Leaders” award in 2015 for helping implement a “follow the sun” IT support model for Jacobs’ global work force. 

Ram held multiple IT leadership positions – Chief Enterprise Architect, Director of Enterprise Application at SAIC (a major Aerospace/Defense services firm).  Ram worked with senior executives such as – CFO, SVP HR, BD, and Operations – to deliver and maintain IT applications in support of their business operations.  

Earlier, Ram was the president of Tactica Consulting Group, a technology and business strategy consulting firm. He has advised Fortune 500 firms on strategic use of technology, restructuring the IT function for competitive agility, customer relationship management, and supply chain systems.   Before Tactica, Ram was the CIO of a Tier 1 supplier in the automotive sector.

Ram’s work experience spans industries in manufacturing, contingent staffing, mass merchandising, procurement, and financial services. Ram is the author of Supply Chains to Virtual Integration (McGraw-Hill, 2001) and has written extensively on realizing strategic business goals through information technology.

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Mel Reyes

Global Head of IT and Security, CIO & CISO
Getaround

Mel Reyes is an accomplished Enterprise Information Technology leader developing cohesive and scalable digital strategies.  He’s defined and delivered global IT Strategies implementing Cloud, SaaS applications, Security, RPA, Mobile, Software Engineering, Agile development methodologies, and M&A solutions.

He’s done this for Fortune 10-500 companies in FinTech, Manufacturing, and CPG spaces like Priceline, Cenveo, Pepsi, Synchrony, and PayPal.  Including 3 startups and 3 Omnicom media agencies across a 21 year consulting career.  He’s done this by collaborating and influencing business process and business development delivery.

He’s laser focused on leveraging his strong financial acumen to deliver quantifiable results, with an eye on precision budgeting and driving true business value.  While at Synchrony, Mel led the IT and Business strategy of over 100 cross-matrixed resources to deliver a 400% increase in PayPal’s credit portfolio to $12B in 2 years.

He’s a mentor and coach who attracts, retains, and develops high-performing talent.

He’s an Advisor for HMG Strategy Financial Services, Pace University’s Cybersecurity Board, Vation Ventures, Tech Impact, as well the startup Reshuffle.  Mel is also a moderator, speaker, and mentor for Society for Information Management, GDS, Tech Elevator, and UpKey.

 

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Sarah Richardson

SVP, Chief Digital & Information Officer
Tivity Health

Sarah Richardson is a transformative, inspirational and results-driven healthcare and technology senior executive who operates within large-scale healthcare environments. She achieves aggressive goals, catalyzes change and advances sustainability by designing and executing high performance-based strategies, cultivating top-tier talent, infusing expectations and accountabilities, instilling customer-centric practices and forging collaborative cultures.  

 

With a B.S. in Hospitality Administration, a Master’s in Business, and a certification in Healthcare Administration, Sarah currently serves as the Vice President of IT Change Leadership for Optum.  Optum serves 18M patients, 46k aligned physicians, 9k advanced practice clinicians, and 80 payers.  Sarah is also an advisor and career coach for ArcVida, an e-learning start-up that provides clients the tools and support they need to land the job that will launch careers they love.  She has built award-winning teams and has been recognized by The Kansas City Business Journal as a ‘Woman Who Means Business’, a “Next Gen Leader’ and ‘Rising Star’ by KC Business Magazine, and an ‘Outstanding Executive’ by Advancing Women in Technology. 

 

She is most proud that her work focuses on building long-lasting, loyal relationships across the continuum, resulting in collaborative strategies to meet diverse organizational needs, productivity gains, and the use of technology to advance teammate engagement resulting in a committed and dedicated workforce. Her ability to coordinate teams of technology experts, strategic business partners, physicians, and clinicians, has enabled her to successfully deliver programs, services, and tailored solutions in the healthcare setting.  

 

Sarah is an active member of CHIME as a Certified Healthcare CIO (CHCIO), faculty member, media liaison, and fellow.  Sarah regularly publishes industry relevant content on her website at www.conciergeleadership.com and serves on several professional boards.  She is an Associate Certified Coach with the ICF and Distinguished Toastmaster, as well as the chair for members in transition for the SoCal Chapter of the Society for Information Management (SCSIM).  She hosted the HIMSS SoCal Podcast featuring top health information technology and leadership topics with keynote guests from 2017 – 2020.  She is an avid scuba diver with a passion for conservation

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Suneel Sajnani

SVP, Head of Infrastructure & Cloud Services
Cetera Financial Group

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Doug Shook

Professor of Data Sciences and Ops
University of Southern California

Douglas Shook specializes in the design, implementation and management of information technology, with particular focus on data management, data modeling, and information technology architecture. His academic research centers on the interaction of organizational structure and the effective use of computer-mediated information and communication systems. He has published in Organizational Science and the Journal of Management Studies. Professor Shook received the Excellence in Teaching Award from the Marshall Business Student Government in 2003-2004, the \”Teaching Has No Boundaries\” award from USC for 2001-2002, Marshall\’s Golden Apple Award in 1996, 1999, 2001, and 2005.

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Michael Woore

Vice President of Information Technology
KSL Resorts

Michael is no stranger to the hospitality industry. His career began at “The Happiest Place on Earth”, working his way up from dish washer to working lead at the Disneyland Resort.

By the age of 21, Michael had developed a passion for guest service while serving in operations leadership roles at Disneyland, Hotel del Coronado, and The Olive Garden / Darden Restaurants.Seeking new tools to increase customer satisfaction and operational efficiency, Michael then transitioned into technology leadership roles with high profile companies such as Technicolor and loanDepot. With a continued focus on the customer experience, Michael built out technology-enabled business services that captured market share and grew revenue. As Vice President of Information Technology for KSL Resorts, Michael leverages his diverse experience to implement technologies that delight our guests.

A devoted husband and father of four sons, Michael enjoys volunteering with the Boys Scouts of America and American Youth Soccer Organization, as well as skiing, scuba diving, and traveling the globe. Weekends you will find him grilling and camping in the great outdoors.

Personal Motto: “Every day is a new adventure.”

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Nancy Kim Yun

SVP
NSS Partners

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Denis Zerr

Chief Information and Technology Officer
Radiology Partners

Denis Zerr serves as Chief Information Officer for Radiology Partners. Previously, Denis held the role of Chief Information Officer and Senior Vice President for Catholic Health Initiatives and served as Vice President of Information and Business Services for Amgen, the world’s largest biotechnology company. He has a strong track record of developing and leading IT programs in healthcare and life sciences organizations.

Denis earned a master’s degree in information systems from Telecom Ecole de Management in Paris and an additional master’s degree in business and management from Universite Paris Dauphine.

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Mark Polansky

Executive in Residence, HMG Strategy Former Senior Partner

Alliance Partners

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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

Association Partners

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  The Southern California Chapter of the Society for Information Management (SCSIM) is a chapter within the Society for Information Management (SIM), a prestigious professional association of executives, academics, and consultants in the information management field. Chapters of SIM are geographically based. SCSIM represents Southern California and is one of approximately 30 chapters of SIM worldwide. SCSIM conducts a number of important services for its members, including coordinating with SIM International regarding worldwide issues of vital interest to all SIM members, and offering local Southern California focused services to SCSIM members such as quarterly events hosted in Southern California, CIO roundtable’s, new member orientation, member directory, community service activities, and so on.

  https://chapter.simnet.org/southerncalifornia/home

Gold Partners

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  Appian is a software company that automates business processes. The Appian AI Process Platform includes everything you need to design, automate, and optimize even the most complex processes, from start to finish. The world’s most innovative organizations trust Appian to improve their workflows, unify data, and optimize operations—resulting in better growth and superior customer experiences. For more information, visit appian.com. [Nasdaq: APPN]

  http://www.appian.com/

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  Apptio, an IBM company, is the leading technology spend and value management software provider. Apptio’s AI-powered data insights empower leaders to make smarter financial and operational decisions across Information Technology (IT), multi-cloud FinOps, and digital product development. Apptio’s mission is to deliver business value with every technology investment and team. Powered by Apptio’s cloud platform, Apptio’s SaaS applications translate technology spend into clear business outcomes and financial ROI. As a pioneer and category leader in Technology Business Management (TBM), FinOps, and Agile Portfolio Management, Apptio works with thousands of customers, partners, and community members worldwide. For more information, please visit www.apptio.com.  

  http://www.apptio.com

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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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  With a legacy of over 26 years, Nth Generation provides cutting edge, consultative IT services, encompassing a suite of IT solutions. Whether your focus is hybrid IT, security, compliance, intelligent edge analytics, transformative solutions or an array of technologies, Nth is a trusted industry advisor. We offer the distinction of tenured experts, including account managers and project managers, solution architects and certified solution engineers. The Nth team – partnered with an expanding array of innovative, renowned manufacturers – collaborates with your IT team, to ensure you achieve the most appropriate, proven, innovative methodology and IT infrastructure.

   

   

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  Pure Storage helps customers build a better world with data. The Pure Storage Data Platform, powered by all-flash storage, offers a simpler, more effective, and more flexible solution for cloud infrastructure and data-rich applications like artificial intelligence, machine learning and big data analytics. With Satmetrix-certified NPS performance in the top 1% of B2B companies, Pure has an ever-expanding range of customers who are some of the happiest in the world.

  https://www.purestorage.com

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  Twilio’s trusted Customer  Engagement Platform empowers you to build uniquely personal relationships at scale with customers around the globe. Create data driven, meaningful relationships with your customers across every digital channel with the ability to unlock all of your data, at unrivaled global scale, and built-in intelligence at every layer.

  https://www.twilio.com/en-us

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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/

Marketplace Partners

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  8×8 is transforming the future of business communications with XCaaS™ (eXperience Communications as a Service™). 8×8 XCaaS is the only integrated platform for contact center, voice, video meetings, team chat, and CPaaS embeddable APIs. Unlike multi-vendor environments, 8×8 XCaaS provides platform-wide reliability, lowers costs, boosts employee productivity and customer engagement, and delivers intelligence through AI-powered experiences and insights. More than 2.5 million people around the world rely on 8×8 to collaborate quicker, work smarter, and serve customers better with real-time analytics across every interaction. For organizations relying on Microsoft Teams for collaboration, 8×8 offers its 8×8 Voice for Microsoft Teams direct routing solution and 8×8 Contact Center for Microsoft Teams which is certified by Microsoft. 8×8 Voice for Microsoft Teams provides advanced telephony and contact center capabilities to further empower Microsoft Teams users. Today, more than 150,000 users rely on 8×8 for advanced communications for Teams. 8×8 is a ten-time Leader in the Gartner Magic Quadrant for Unified Communications as a Service (UCaaS), Worldwide and seven-time Challenger in the Gartner Magic Quadrant for Contact Center as a Service (CCaaS).

  https://www.8×8.com/

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  As the world’s largest and most trusted cloud delivery platform, Akamai makes it easier for its customers to provide the best and most secure digital experiences on any device, anytime, anywhere. Akamai’s massively distributed platform is unparalleled in scale with over 200,000 servers across 130 countries, giving customers superior performance and threat protection. Akamai’s portfolio of web and mobile performance, cloud security, enterprise access, and video delivery solutions are supported by exceptional customer service and 24/7 monitoring.

  https://www.akamai.com

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  BetterCloud is the leading SaaS Management Platform (SMP) that enables IT professionals to discover, manage and secure the growing stack of SaaS applications in the digital workplace. With an expanding ecosystem of SaaS integrations, thousands of forward thinking organizations like Zoom, Walmart, and Square now rely on BetterCloud to automate processes and policies across their cloud application portfolio. A pioneer of the SaaSOps movement, BetterCloud has built a community of more than 45K IT professionals who are embracing the new role of SaaSOps within IT organizations. The company launched the first-ever annual SaasOps-focused conference, Altitude, and publishes annually the definitive market research report, State of SaaSOps, on the market and category. BetterCloud is headquartered in New York City with offices in San Francisco, CA and Atlanta, GA. The company’s total amount raised to date is $187 million. Investors include Warburg Pincus, Accel, Bain Capital Ventures, Flybridge Capital Partners, and Greycroft Partners.

  https://www.bettercloud.com/

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  Box (NYSE:BOX) is the leading Content Cloud, a single platform that empowers organizations to manage the entire content lifecycle, work securely from anywhere, and integrate across best-of-breed apps. Founded in 2005, Box simplifies work for leading global organizations, including AstraZeneca, JLL, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia. Visit box.com to learn more. And visit box.org to learn more about how Box empowers nonprofits to fulfill their missions.

  https://www.box.com

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  Darktrace is the world’s leading cyber AI company and the creator of Autonomous Response technology. Its self-learning AI is modeled on the human immune system and used by over 4,500 organizations to protect against threats to the cloud, email, IoT, networks and industrial systems. The company has over 1,500 employees and headquarters in San Francisco and Cambridge, UK. Every 3 seconds, Darktrace AI fights back against a cyber-threat, preventing it from causing damage.

  https://www.darktrace.com/

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  Delphix is the industry leader for DevOps test data management. Businesses need to transform application delivery but struggle to balance speed with data security and compliance. Our DevOps Data Platform automates data security, while rapidly deploying test data to accelerate application releases. With Delphix, customers modernize applications, adopt multi-cloud, achieve CI/CD, and recover from downtime events such as ransomware up to 2x faster. Leading companies, including Choice Hotels, and Fannie Mae, use Delphix to accelerate digital transformation and enable zero trust data management. Visit us at www.delphix.com. Follow us on LinkedIn, Twitter, and Facebook.

  www.delphix.com

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  Fortinet (NASDAQ: FTNT) makes possible a digital world that we can always trust through its mission to protect people, devices, and data everywhere. This is why the world’s largest enterprises, service providers, and government organizations choose Fortinet to securely accelerate their digital journey. The Fortinet Security Fabric platform delivers broad, integrated, and automated protections across the entire digital attack surface, securing critical devices, data, applications, and connections from the data center to the cloud to the home office. Ranking #1 in the most security appliances shipped worldwide, more than 565,000 customers trust Fortinet to protect their businesses. And the Fortinet NSE Training Institute, an initiative of Fortinet’s Training Advancement Agenda (TAA), provides one of the largest and broadest training programs in the industry to make cyber training and new career opportunities available to everyone. Learn more at https://www.fortinet.com, the Fortinet Blog, or FortiGuard Labs.

  https://www.fortinet.com/

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  LastPass is an award-winning password manager which helps more than 33 million registered users organize and protect their online lives. For more than 100,000 businesses of all sizes, LastPass provides password and identity management solutions that are convenient, easy to manage, and effortless to use. From enterprise password management and single sign-on to adaptive multi-factor authentication, LastPass for Business gives superior control to IT and frictionless access to users.

  https://www.lastpass.com/

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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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  Nutanix offers a single platform to run all your apps and data across multiple clouds while simplifying operations and reducing complexity. Trusted by companies worldwide, Nutanix powers hybrid multicloud environments efficiently and cost effectively. This enables companies to focus on successful business outcomes and new innovations.

  https://www.nutanix.com

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  Palo Alto Networks, the global cybersecurity leader, is shaping the cloud-centric future with technology that is transforming the way people and organizations operate. Our mission is to be the cybersecurity partner of choice, protecting our digital way of life. We help address the world’s greatest security challenges with continuous innovation that seizes the latest breakthroughs in artificial intelligence, analytics, automation, and orchestration. By delivering an integrated platform and empowering a growing ecosystem of partners, we are at the forefront of protecting tens of thousands of organizations across clouds, networks, and mobile devices. Our vision is a world where each day is safer and more secure than the one before. For more information, visit www.paloaltonetworks.com.

  www.paloaltonetworks.com

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  Ping Identity provides secure and seamless digital experiences for your employees, partners and customers. We do it by securely connecting users to cloud, mobile, and on-premises applications and APIs while managing identity and profile data at scale.

  https://www.pingidentity.com/en/solutions/business-priority/innovate-digital-experiences.html

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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/

• 
  

  SafeGuard Cyber protects the human connections businesses need to thrive in a digital world. Our award-winning platform utilizes a unique mix of direct API integration, Natural Language Understanding, advanced policy engines, and deep relationships with cloud-based digital platforms to give you unmatched, real-time monitoring and mitigation on over 50 cloud communication channels. With SafeGuard installed your team can use whatever tools they wish to do what they do best: create value and drive growth.

  https://www.safeguardcyber.com/

• 
  

  As the market leader in enterprise application software, SAP is helping companies of all sizes and in all industries run better by redefining ERP and creating networks of intelligent enterprises that provide transparency, resiliency, and sustainability across supply chains. Our end-to-end suite of applications and services enables our customers to operate profitably, adapt continuously, and make a difference worldwide.

  https://www.sap.com/index.html

• 
  

  Tonkean is the OS for Business Operations, empowering operations teams to rapidly improve efficiency with an enterprise-grade, composable automation platform. By allowing ops teams to automate, monitor, and manage mission-critical business processes with no-code, while still maintaining compliance and security, Tonkean enables enterprises to accelerate operational velocity at scale. The Tonkean platform makes automating complex business processes simple and accessible to non-developers, such as business operations teams and process owners, by abstracting the high technical barrier and coding expertise needed to deliver robust, enterprise-grade process solutions via composability. Ops teams compose custom process solutions using building blocks called “enterprise components” or ECs. ECs are modular, interchangeable, and reusable capabilities that perform actions or complete steps in a business process. ECs are fully governed and curated, typically by IT. They can be adopted from vendors or custom built, or they can simply be extensions of existing tools and systems. This allows ops and process experts to rapidly build holistic process solutions that can work with different systems, easily adapt to changing needs, and measure cross-functional KPIs–all with no-code and no change management. Enterprises like Google, EVERSANA, Instacart, Grubhub, Crypto.com, and more rely on Tonkean to optimize and align their operations across functions—including sales, marketing, customer support, legal, finance, and more. With Tonkean, enterprises can expand the pie of who can deliver software to make a world of Makers.

  https://tonkean.com/

• 
  

  Upwork is the world’s largest work marketplace that connects businesses with independent talent from across the globe. We serve everyone from one-person startups to large, Fortune 100 enterprises with a powerful, trust-driven platform that enables companies and talent to work together in new ways that unlock their potential. Our talent community earned over $3.8 billion on Upwork in 2022 across more than 10,000 skills in categories including website & app development, creative & design, customer support, finance & accounting, consulting, and operations.

  https://www.upwork.com/enterprise/

• 
  

  Zoom is the leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio conferencing, chat, and webinars across mobile, desktop, and room systems. Zoom Rooms is the original software-based conference room solution used around the world in board, conference, huddle, and training rooms, as well as executive offices and classrooms. Founded in 2011, Zoom helps businesses and organizations bring their teams together in a frictionless environment to get more done.

  https://zoom.us

• 
  

  Zscaler, the only zero trust platform that securely connects any user, any device, and any app over any network. Back in the day when your users were all on the network and your applications resided in your physical data center, it made sense to establish a secure perimeter around your network. But those days are over, the perimeter is gone, and network security is all but irrelevant. Instead, you need to put your defenses and controls where the connections occur— the internet — so that every connection is fast and secure, no matter how or where users connect or where their applications reside. By moving applications and infrastructure to the cloud and untethering employees from their desks, you can realize tremendous advantages in productivity, agility, and cost containment. With our 100% cloud built secure platform, Zscaler can help you make the move to the cloud, securely.

  https://www.zscaler.com/

Platinum Partners

• 
  

  Aisera is the industry’s first proactive, personalized, and predictive AI Service Management (AISM) solution that is purpose-built to automate tasks and actions for IT, HR, Facilities, and Customer Service. Aisera’s next-generation AI Service Desk works with existing service desk solutions to deliver an end-to-end AI Service Experience for employees and customers. The AI Service Desk automates and resolves more than 50 percent of tasks, requests, and workflows to deliver self-service to users.

  https://www.aisera.com/

• 
  

  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/

• 
  

  As the market leader in enterprise application software, SAP is helping companies of all sizes and in all industries run better by redefining ERP and creating networks of intelligent enterprises that provide transparency, resiliency, and sustainability across supply chains. Our end-to-end suite of applications and services enables our customers to operate profitably, adapt continuously, and make a difference worldwide.

  https://www.sap.com/index.html

• 
  

  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/

Presenting Partners

• 
  

  Moveworks is a cloud-based AI platform, purpose-built for large enterprises, that solves one, big, frustrating problem: Resolving employees’ IT support issues. Instead of tracking issues, Moveworks uses advanced AI to solve them, instantly and automatically – with no human intervention. Moveworks is pre-trained to understand IT support issues, so it delivers right away and continues to get smarter with every interaction. Moveworks enables IT teams at companies like Broadcom, Autodesk, Nutanix, Medallia and Western Digital to deliver a radically better employee experience using machine learning and AI.

  https://www.moveworks.ai/

• 
  

  Nutanix offers a single platform to run all your apps and data across multiple clouds while simplifying operations and reducing complexity. Trusted by companies worldwide, Nutanix powers hybrid multicloud environments efficiently and cost effectively. This enables companies to focus on successful business outcomes and new innovations.

  https://www.nutanix.com

Reception Partners

• 
  

  With over 21,500 employees located in 18 countries, Persistent Systems (BSE & NSE: PERSISTENT) is a global services and solutions company delivering Digital Engineering and Enterprise Modernization. Persistent was named to the Forbes Asia Best Under a Billion 2021 list, representing consistent top-and bottom-line performance as well as growth. www.persistent.com

  www.persistent.com

Strategic Partners

• 
  

  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 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

• 
  

  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

• 
  

  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

Supporting Partners

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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

• 
  

  OpenText is the leader in Enterprise Information Management, helping customers to create a Digital-First World by simplifying, transforming, and accelerating their information needs. Over 100,000 customers already use OpenText solutions, either on premises or in our cloud.

  http://www.opentext.com/

• 
  

  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

Trailblazer Partners

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  Cyera is the data security company that gives businesses context and control over their most valuable asset: data. As a pioneer in Data Security Posture Management, Cyera instantly provides companies visibility over all of their sensitive data, context over the risk it represents and their security exposure, and automated remediation to reduce the attack surface and ensure operational resilience. We are redefining the way companies secure their data.

  https://www.cyera.io

Venue

HYATT REGENCY HUNTINGTON BEACH RESORT AND SPA

21500 Pacific Coast Highway, Huntington Beach, CA 92648, USA

$350/night

https://www.hyatt.com/en-US/group-booking/HUNRH/G-M059

×

Mark Polansky

Executive in Residence, HMG Strategy Former Senior Partner

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 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) 243-1674 or email us at registrar@hmgstrategy.com.

×

Mark Polansky

Executive in Residence, HMG Strategy Former Senior Partner