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Summits
2023 New York Global Innovation Summit
New York – Tue, 12-12-2023 7:30 AM to 3:30 PM
Visionary Leadership: Driving a Modern AI Enterprise and Secure Digital Agenda
Inflationary pressures and other macro-economic challenges are creating headwinds for technology executives and fellow members of the C-suite to execute on and achieve strategic goals through 2023. The fast-changing socio-economic landscape is prompting technology executives to become more creative than ever in a cost-conscious environment and to draw upon authentic and inclusive leadership skills to inspire their teams. Meanwhile, tech leaders will need to remain laser focused on new ransomware, phishing and crypto mining attacks amidst budgetary pressures.
Here are the four prevailing leadership and technology trends that HMG Strategy will be focusing on throughout its 2023 Executive Leadership Summit Series:
- Innovation & Invention to Spur Revenue Growth
- Fostering World-Class Collaboration and Teaming
- Harnessing Advanced Technology to Drive Cost Reduction
- Securing a Global Digital Agenda
Global economic challenges are creating unique opportunities for business technology executives to foster a collaborative culture, embrace fresh innovative approaches, and develop strong partnerships to leverage hot technologies such as AI, ChatGPT, cloud platforms and cyber technologies to securely move the needle for the business and win in tumultuous times.
December 12, 2023, 7:30 AM – 3:30 PM ET
7:30 – 8:30 AM
Breakfast and Networking
8:30 – 8:50 AM
Welcome and Introduction
Hunter Muller, Founder and CEO, HMG Strategy and Mark Taylor, CEO, Society for Information Management (SIM)
8:50 – 9:05 AM
EXECUTIVE FIRESIDE CHAT: Navigating Through the Hype vs. Reality of Generative AI
Tom Peck, EVP, Chief Information and Digital Officer, Sysco, will be interviewed by Hunter Muller, Founder and CEO, HMG Strategy
Sysco, a $76B food service business, has been a leader of transformation beyond the pandemic through the use of technology. In this timely discussion, Tom Peck, EVP, Chief Information and Digital Officer, and recent winner of the annual MIT Sloan CIO Leadership Award, will share with us a strategic discussion around Sysco’s “Recipe for Growth” which relies heavily on AI/ML.
Tom will answer the commonly asked questions regarding the use of AI/ML in the enterprise such as what is real versus hype, why AI matters to the c-suite, build vs buy AI, is generative AI the next big thing, is RPA now obsolete and much more.
9:05 – 9:40 AM
EXECUTIVE PANEL: Visionary Global Leadership: Thriving in the Age of Secure Accelerated Innovation
MODERATOR: Tony Leng, Managing Partner, CIO & CTO Global Functional Head, H.I.E.C
Jamie Holcombe, CIO, U.S. Patent and Trademark Office
Tom Peck, EVP, Chief Information and Digital Officer, Sysco
Patti Titus, Global Chief Information Security Officer, Markel
Mark Troller, CIO, Tangoe
Inflationary pressures and other macro-economic challenges are creating headwinds for technology executives and fellow members of the C-suite to execute on and achieve strategic goals through 2023. The fast-changing socio-economic landscape is prompting technology executives to become more creative than ever and to draw upon authentic and inclusive leadership skills to inspire their teams to unleash new waves of innovation.
These factors are creating unique opportunities for business technology executives to foster a collaborative culture, embrace fresh innovative techniques, and develop strong partnerships to leverage hot technologies such as AI, ChatGPT, cloud platforms and cyber technologies to help create fresh Go-to-Market models and cultivate new digital business services and win in tumultuous times.
9:40 – 9:45 AM
HMG 2023 Global Leadership Institute Award Presentation to Steven Taylor, EVP & Chief Information Officer, Cenlar FSB and Daphne Jones, Board Of Directors AMN Healthcare, Barnes Group, Inc. and Masonite International
9:45 – 10:10 AM
Coffee Break, Networking and Meet Our Partners
10:10 – 10:45 AM
EXECUTIVE PANEL: Tapping Innovative Technologies and Partnerships to Drive Cost Containment and Power Business Growth
MODERATOR: Dr. Kenneth Russell, Chief Information & Innovation Officer and New College Institute, Commonwealth of Virginia – New College Institute, Commonwealth of Virginia
Marianne Bachynski, CIO, Investments, Corebridge Financial
Reena Tiwari, CIO, LexisNexis
Neboysa Omcikus, Head of Strategy, Glean
Gregory Zelo, Chief Information Officer, Veeco
Many technology executives find themselves between a rock and a hard place. CEOs and CFOs are leaning on CIOs and technology leaders to find ways to reduce costs in a tight economy. On the other hand, technology executives are being counted upon to utilize hot technologies that can spark new business innovation and to support digital business models. This panel of executives will share use cases for advanced technologies and partnerships that can lower costs and drive new business value.
10:45 – 11:05 PM
EXECUTIVE FIRESIDE CHAT: AI is Everywhere – How Can I Get Started?
Ketan Shah, VP, Product Management – Hybrid Multicloud Platform, Nutanix interviewed by Hunter Muller, Founder and CEO, HMG Strategy
AI has caught the imagination of business leaders everywhere. Learn how AI-ready infrastructure can speed the adoption of AI while protecting the value of your data. Future-focused IT leaders need to consider the implications of how edge, core, and cloud investments can be responsibly deployed to drive competitive advantage.
Hear from Ketan Shah as he discusses best practices to continue to innovate in an AI world.
11:05 – 11:30 AM
Coffee Break, Networking and Meet Our Partners
11:30 – 11:40 AM
Harry Moseley, Former Global CIO, Zoom, will be interviewed by Hunter Muller, Founder and CEO, HMG Strategy to share his career journey, which began in Dublin, Ireland, and led him to the US 44 years ago. He will also discuss some of the highs and lows of his career and what he might have done differently. Harry came out of retirement in 2018 to join Zoom and will share how the company coped with the scaling and challenges of the pandemic. He will also share his thoughts on RTO, hybrid work and remote employees, AI and other topics. Finally, Harry will share some lessons he learned over the course of his career.
11:40 – 11:45 AM
HMG 2023 Global Leadership Institute Award Presentation to Harry Moseley, Former Global CIO, Zoom
11:45 AM – 12:00 NOON
START-UP SHOWCASE: The HMG Innovation Accelerator
CEOs from top technology startups will share the challenges they solve for clients, the innovation they deliver to companies, and how their solutions are differentiated in the market. They will also provide insights into the current state of the startup landscape, and how CIOs can leverage startups to accelerate their businesses’ success. The panelists will be available to answer questions and provide feedback on how their respective solutions can help CIOs succeed.
Moderator: Emily Heath, General Partner, Cyberstarts
Shai Gabay, Co-Founder & CEO, Trustmi
12:00 – 1:00 PM
Lunch and Networking
NY Metro SIM Update: Judy Arteche-Carr,
NPower Interview: Tyler Derr, CTO, Broadridge, will be interviewed by Kendra Parlock, VP Partnership Development, NPower
HMG Tech Talk: Top Five Lessons Learned Making GenAI Successful in the Enterprise
Florin Rotar, Chief AI Officer, Avanade interviewed by Hunter Muller, Founder and CEO, HMG Strategy
HMG 2023 Global Leadership Institute Award presented to: Richard Martin, Senior IT Director, Global Commercial, Consumer, Customer, Communications & PEP Foundation, PepsiCo
1:00 – 1:30 PM
EXECUTIVE PANEL: Acting as a Talent Magnet to Attract and Retain the Best and the Brightest
Moderator: Hugo Fueglein, Managing Director, Diversified Search
Wolfgang Bauriedel, Senior Client Partner, Technology & Digital, Korn Ferry
Art Hopkins, Co-Leader Technology Officers Practice, Russell Reynolds Associates
Tony Leng, Managing Partner, CIO & CTO Global Functional Head, H.I.E.C
As the global war for talent continues to escalate, savvy CIOs and technology executives position their leadership styles to help attract and retain the skills and resources needed to move the 21st-century enterprise forward. This includes demonstrating authentic and inclusive approaches to solving critical challenges together and listening and responding thoughtfully to the needs and interests of employees.
In this executive panel discussion, top-tier technology leaders and search executives share their recommendations for tech executives to strengthen their leadership acumen and promote their personal brands to retain and attract world-class business technology talent.
1:30 – 1:35 PM
HMG 2023 Global Leadership Institute Award Presentation to Dr. David Bray, Distinguished Fellow, The Stimson Center and Laura Money, EVP & CIO, Sun Life Financial
1:35 – 1:55 PM
EXECUTIVE FIRESIDE CHAT: How to Find the Easy Button for AI Data Infrastructure
Michael Cornwell, Field CTO of the Americas, Pure Storage interviewed by Hunter Muller, Founder and CEO, HMG Strategy
The advent of ChatGPT brought AI from the data center into the boardroom. Everyone is asking: “What are WE doing with AI?” Organizations of all kinds are looking to leverage AI to gain insights, secure networks, connect better to customers, etc. The possibilities are limitless, as long as your data infrastructure isn’t the limiting factor.
Join Michael Cornwell, Field CTO Americas for Pure Storage, as he discusses AI infrastructure challenges. There are many roadblocks to success: performance, scalability, complexity, and increasingly power and rack space consumption. Is there an easy button for AI?
1:55 – 2:15 PM
Coffee Break, Networking and Meet Our Partners
2:15 – 2:35 PM
EXECUTIVE TECH TALK: The Essential C-Suite Conversation: Why Trust Matters in AI, How We Can Achieve It and Preparing for 2024 and Beyond
Dr. David Bray, Distinguished Fellow, The Stimson Center
This HMG Essential C-Suite Conversation will address why and how CIOs, CEOs, and other C-Suite leaders must tackle the thorny issues of trust in AI for improving delivery of business outcomes. Topics to be explored include the current state of 2023 Large Language Models (LLMs) where (1) the benevolence of the machine is indeterminate (2) The competence of LLMs is questionable as existing LLMs are not fact-checking and can generate misinformation (3) The integrity of the output is questionable as the LLMs can change their stance depending on user prompts.
Business technology executives planning to adopt and implement AI need to recognize that these systems are designed and trained by humans – with all the strengths and weaknesses this entails. Moreover, C-Suite leaders – especially for global organizations – must be ready to navigate a world where there are already 54 different National AI strategies around the world, and that number will only increase. Fortune favors the brave and the prepared, so join this discussion to prepare for 2024 and beyond.
2:35 – 2:45 PM
Express Coffee Break, Networking and Meet Our Partners
2:45 – 3:20 PM
EXECUTIVE PANEL: Leading as The CEO of Technology – Preparing for What’s Next
MODERATOR: Mark Polansky, Executive in Residence, HMG Strategy and Former Senior Partner, Korn Ferry
Rob Lux, Strategic Advisor, Cenlar FSB
Eileen Mahoney, EVP & CIO, PVH Corp.
Laura Money, EVP & CIO, Sun Life Financial
Rafail Portnoy, Chief Technology Officer, NY MTA
Florin Rotar, Chief AI Officer, Avanade
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.
3:20 – 3:30 PM
Closing Remarks & Raffle Prizes

Mark Polansky
Chairs




Sean Lennon
Founder | Executive Advisor to CEOs, CIOs, CTO’s and Boards
Ocean Ridge Technologies
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Mark Polansky
Advisory Board



Andrew Allen
Head of Information and Analytics Governance
Regeneron Pharmaceuticals, Inc.
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Avi Ashkenazi
Executive Vice President/Chief Operation Officer/Chief Information Officer
BHI
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Marianne Bachynski
Chief Information Officer, Investments & Enterprise Systems
Corebridge Financial
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Michael Coden
Associate Director, Cybersecurity Research Consortium
MIT Sloan School of Management
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Richard M. Entrup
Managing Director, Head of Emerging Solutions – Enterprise Innovation
KPMG
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Tsvi Gal
Head of Enterprise Technology Services (Infrastructure)
Memorial Sloan Kettering Cancer Center
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Rocco Grillo
Managing Director – Global Cyber Risk Services & Incident Response Investigation
Alvarez & Marsal
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Fred Harris
Managing Director – Global Head of Risk & Compliance for Enterprise Technology & Operations
Citi
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Jean Hill
Managing Director & National Digital and Technology Solution Leader
Alvarez & Marsal
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John McCormick
Head of IT (CIO) & Information Security Officer (CISO)
Global Asset Management (Confidential)
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Mary Sobiechowski
Partner, Interim CIO, Enterprise Technology Strategist
Fortium Partners, LP
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Alex Willis
Former SVP, Senior Director Information Technology
WSP | Parsons Brinckerhoff
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Mark Polansky

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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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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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Glean is the AI-powered work assistant that connects and understands all your company’s knowledge, to bring you the answers you need. Using its state-of-the-art enterprise search and RAG technology to retrieve the most relevant information for LLMs to use, Glean generates personalized answers grounded in your company’s unique enterprise knowledge graph. All answers are secure, private, permissions-aware, and fully referenceable. Glean delivers turnkey implementation of a complex AI ecosystem, with over 100 connectors and no need for costly professional services or manual fine-tuning. With Glean’s low-code and no-code centralized AI platform, companies can scale the power of trusted generative AI backed by their company’s knowledge.www.glean.com
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Rimini Street, Inc. (Nasdaq: RMNI), a Russell 2000® Company, is a global provider of end-to-end enterprise software support, products and services, the leading third-party support provider for Oracle and SAP software and a Salesforce and AWS partner. The Company has operations globally and offers a comprehensive family of unified solutions to run, manage, support, customize, configure, connect, protect, monitor, and optimize enterprise application, database, and technology software, and enables clients to achieve better business outcomes, significantly reduce costs and reallocate resources for innovation. To date, over 5,200 Fortune 500, Fortune Global 100, midmarket, public sector, and other organizations from a broad range of industries have relied on Rimini Street as their trusted enterprise software solutions provider. To learn more, please visit riministreet.com, and connect with Rimini Street on Twitter, Instagram, Facebook and LinkedIn. (IR-RMNI)
https://www.riministreet.com/
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Tangoe is the leading technology expense and asset management solution. Tangoe seamlessly integrates with hundreds of providers globally to deliver the reporting and insights needed by enterprises of all sizes and scales. Fueled by an innovative automation framework and unified customer experience, Tangoe optimizes spend and resources across telecom, mobile, cloud, and IoT. For more information on the power of Tangoe and how it can transform your business, visit www.tangoe.com or connect with the company on LinkedIn and Twitter.
https://www.tangoe.com/

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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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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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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/
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Tata Consultancy Services is an IT services, consulting and business solutions organization that has been partnering with many of the world’s largest businesses in their transformation journeys for over 55 years. Its consulting-led, cognitive powered, portfolio of business, technology and engineering services and solutions is delivered through its unique Location Independent Agile™ delivery model, recognized as a benchmark of excellence in software development.
A part of the Tata group, India’s largest multinational business group, TCS has over 614,000 of the world’s best-trained consultants in 55 countries. The company generated consolidated revenues of US $27.9 billion in the fiscal year ended March 31, 2023, and is listed on the BSE and the NSE in India. TCS’ proactive stance on climate change and award-winning work with communities across the world have earned it a place in leading sustainability indices such as the MSCI Global Sustainability Index and the FTSE4Good Emerging Index.
https://www.tcs.com/

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TierPoint (tierpoint.com) is a leading provider of secure, connected IT platform solutions that power the digital transformation of thousands of clients, from the public to private sectors, from small businesses to Fortune 500 enterprises. Taking an agnostic approach to helping clients achieve their most pressing business objectives, TierPoint is a champion for untangling the complexity of hybrid, multi-platform approaches to IT infrastructure, drawing on a comprehensive portfolio of services, from public to multitenant and private cloud, from colocation to disaster recovery, security, and more. TierPoint also has one of the largest and most geographically diversified U.S. footprints, with dozens of world-class, cloud-ready data centers in 20 markets, connected by a coast-to-coast network.
https://www.tierpoint.com

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We have spent years building industry leading companies. We bring this trove of experience and relationships to every venture we invest in. Cyberstarts was the brainchild of many deep conversations with our most successful cyber peers to distill the holy grail that enabled us to build important companies. It soon became clear that the trajectory to success is determined at a venture’s earliest start. That our deep inside perspective and highly engaged network during this critical earliest stage were unique ingredients in our successes. By aggregating these close relationships for entrepreneurs who we believe in, we knew that we can create incredible value for our tight network of CISOs who enjoy the earliest access to solutions that they help to define. These peers became investors and Cyberstarts became the only VC primarily funded by the industry’s most successful cybersecurity founders.
https://cyberstarts.com/about
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Trustmi is the only end-to-end payment security solution that helps businesses protect their bottom line by eliminating losses from cyberattacks, internal collusion and human error. Trustmi’s flexible and modular solution offers businesses full control to use only the tools they need for securing their payment processes and managing their vendors. Founded in 2021 by Shai Gabay and Eli Ben Nun, Trustmi is headquartered in Tel Aviv with an office in New York City. For more information, visit https://www.trustmi.ai/.
https://www.trustmi.ai/

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Egon Zehnder was founded in 1964 with a distinctive vision and structure aimed at achieving two basic goals – to place our clients’ interests first and to lead our profession in creating value for our clients through the assessment and recruitment of top-level management resources. The most fundamental expression of our client-first vision resides in our structure, which is unique to our profession. Our 390 consultants, operating from 63 wholly owned offices in 37 countries, are organized around a single-profit center partnership. This is designed to eliminate competitive barriers between our offices. It allows us to operate seamlessly when engagements call for us to mobilize across many offices in a country or a region. Large or small, local or global, our clients benefit from our structure by having access to our most relevant resources and relationships wherever they may reside. Underpinning this unique structure is our private ownership. We have chosen to operate our firm independent of any outside interests and are motivated solely by a desire to exceed our clients’ expectations.
http://www.egonzehnder.com
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Heidrick & Struggles actively solves business problems for our clients every day. Through our Leadership Advisory framework, we help companies attract, develop and retain the world’s most talented individuals. For almost 60 years, we have focused on quality service and built strong leadership teams through our relationships with clients and individuals worldwide. Today, Heidrick & Struggles leadership experts operate from principal business centers in North America, Latin America, Europe, the Middle East, Africa and Asia Pacific.
http://www.heidrick.com
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At Korn Ferry, we design, build, attract and ignite talent. Since our inception, clients have trusted us to help recruit world-class leadership. Today, we are a single source for leadership and talent consulting services to empower businesses and leaders to reach their goals. Through our vision, research and tools across 80 offices and 3,700 employees, we convert potential into greatness. Our solutions range from executive recruitment and leadership development programs, to enterprise learning, succession planning, and recruitment process outsourcing (RPO). Organizations around the world trust Korn Ferry to manage their talent – a responsibility we meet every day with passion, expertise, integrity and results.
https://www.kornferry.com
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Founded in 1956 and privately owned, Spencer Stuart is one of the world’s leading executive search consulting firms. We are the advisor of choice among top companies seeking guidance and counsel on senior leadership needs. We have unrivalled access to leading executives around the world. Our clients range across industries, from the world’s largest companies to medium-sized businesses and entrepreneurial start-ups. We operate out of 51 offices in 27 countries. Last year we conducted more than 4,000 assignments around the world. Our team of more than 300 consultants possesses a unique blend of professional search experience and industry expertise. Consultants are organized in practices and work in teams, often across international boundaries that maximize sector specialization and knowledge-sharing. These client service teams are supported by first-rate associates and researchers, and backed by state-of-the-art technology. We place quality at the center of everything we do and solicit candid feedback at every opportunity in order to continually improve our service to clients. We channel our knowledge and expertise into a wide range of publications for the benefit of existing and prospective clients.
https://www.spencerstuart.com

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Formed in 2016, a tiny group with less than ten members started using online messaging to inspire and promote each other with career advice, organizational and operational guidance, and general motivation. These women decided that their group would be better if more women were part of it and expanded the group through word of mouth to other powerful CIOs and CDOs in the world. The name T200 came about when the goal turned to gathering at least 200 of these powerful women in technology together in this group.
T200 is now expanding to mentor and grow women in the technology leadership community. T200 is launching T200Lift, focused on developing women in the tech pipeline ready to take on their first C-level role. The membership at T200 see this as the legacy to the world of tech and women in tech.
The motto of T200 “we are better together!”
https://www.t200.org/

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SIM is an association of senior IT executives, prominent academicians, selected consultants, and other IT thought leaders built on the foundation of local chapters, who come together to share and enhance their rich intellectual capital for the benefit of its members and their organizations. SIM members strongly believe in and champion: The alignment of IT and business as a valued partnership; The creation and sharing of best practices; The effective, efficient and innovative business use of information technology to continuously bring to market valuable products and services; IT management and leadership skills development that enables our members growth at each stage of their career; The replenishment and education of future IT leaders including a strong role in influencing university curriculums and continuing education; Working with the IT industry to shape its direction; Policies and legislation that stimulate innovation, economic development, healthy competition and IT job creation; Serving our communities and the industry through giving and outreach
http://nysim.org/
Venue
Harvard Club of New York
37 West 44th StreetNew York

Mark Polansky
Registration
The CIO Executive Leadership Summit is created for CIOs/IT leaders. It also has strong appeal to leaders interested in better positioning their organizations and themselves for what’s ahead in business and to achieve the greatest benefits through the use of information technology.
To ensure a high quality environment and to maximize the networking experience, all attendees must be:
- Employed C-Level executives (non-vendor) or equivalent, CIOs, Direct Reports of CIOs, or Senior Most IT Professional in an organization with $200M or greater revenue, or from not-for-profit or government organizations with comparable size
– OR –
- Full time academicians
If you meet the criteria above, there is no fee to attend.
All registration requests will be reviewed and approved based 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.
