CIO Summits

Visionary Leadership: Driving a Modern AI Enterprise and a 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 and to draw upon authentic and inclusive leadership skills to inspire their teams.

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.

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






2023 Philadelphia CIO Executive Leadership Summit

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 and to draw upon authentic and inclusive leadership skills to inspire their teams.

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.

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

  • Sushma Akunuru
    Senior Vice President, Business Technology Services
    Independence Blue Cross

    Sushma Akunuru is senior vice president of Business Technology Services at Independence Blue Cross (Independence). She is responsible for solutions that meet emerging market de

    women in leadership and technology and brings more than two decades of experience in financial services and IT-related functions. She serves on the boards of the Asian American Chamber of Commerce and the Philadelphia Alliance for Capital and Technologies digital transformation advisory board. As chair of the Blue Cross Blue Shield Association CIO Roundtable, she engages in active innovation conversations with other Chief Information and Data Officers. She spearheads the Women in Technology and Analytics event designed to encourage careers in technology at Independence and shares her expertise with the Wharton Health Care Business Conference

    She strongly encourages young people to pursue their interests in science, technology, engineering, and mathematics (STEM) by mentoring and tutoring robotics in her community.

    Ms. Akunuru received her MBA from The Wharton School of the University of Pennsylvania and a master’s degree in computer applications from Osmania University in Hyderabad, India.

  • Snehal Antani
    Co-Founder & CEO

    Snehal Antani is co-founder & CEO of, a cyber security startup focused on AI-enabled red teaming. Prior to starting Horizon3, Snehal served as CTO for the US Department of Defense, responsible for transforming the technology capabilities of the command to include cyber security, advanced R&D, AI, and data analytics. Snehal was formerly the CTO of Splunk, and before that, a CIO at GE Capital. Snehal started his career at IBM as a software engineer, where he earned 16 patents for his work in cloud, distributed computing, and large-scale data processing. Snehal earned in BS in Computer Science from Purdue, where as a freshman he watched Tom Brady play Drew Brees. He earned is MS in Computer Science from RPI, where he never attended an RPI football game.

  • Lawrence Bilker
    Lift Solutions Holdings LLC

    Larry Bilker is a seasoned business technology executive with extensive experience in solving complex business, technological, and organizational problems.  Other roles have included CTO of First Quality Enterprises, Director of Business Architecture at AmerisourceBergen, and CIO of GE's Water & Process Technologies, as well as several consulting positions.   Larry holds a BS in Optical Engineering from the University of Rochester, and is a Certified Six Sigma Black Belt.

  • Kimberly Bombeck
    Deputy CIO
    Southeastern Pennsylvania Transportation Authority (SEPTA)

    With over 25 years of IT and leadership experience in public transit, global manufacturing, telecommunications, legal, real estate, and education sectors, Kim has been trusted technology partner sharing her vision in collaborative strategic thought, planning and process improvements. 

  • Tracey Brand-Sanders
    VP & CISO
    UGI Corporation

    I currently serve as the Chief Information Security Officer for UGI Corporation, where I lead the information security program for UGI Corporation and its business units. My responsibilities span the full spectrum of strategy, planning, and operations to aid UGI Corporation in the management of risks across the organization.

    I am a security risk-management leader that provides industry leading security capabilities across multiple business unit segments. I build programs that are shaped and influenced with deep processes and security tools that drive the information security intelligence.

  • Ted Bredikin
    UnitedHealthcare Insurance Solutions

    Ted Bredikin is CIO and VP of Technology for UnitedHealthCare’s Medicare Supplement business, with estimated revenues of $10B. The only company to offer Medicare plans with the AARP name, UnitedHealthcare serves nearly 1 in 5 people in the Medicare program through its portfolio of plans. It is the nation’s largest Medicare Supplement provider, serving approximately 4.4 million people.   

    Ted is a proven leader and practical strategist, whose passion is leading technology and organizational change to maximize business performance. He has contributed to delivering year over year record business growth, and personally led teams to higher levels of employee engagement while exceeding operational and program delivery expectations. He has built a diverse business management perspective, gained from his broad experience in Information Technology, Operations, Finance, Project Management, and Engineering positions.

    Over the past several years, Ted has been leading a digital business transformation, establishing best in class data capabilities, transitioning claims processing off the mainframe onto a modern cloud based system, modernizing policy administration and consumer web applications, and transitioning to Agile DevSecOps culture and processes.

    Ted holds a Masters in Information Science from Penn State, an MBA from Bryant University, and Bachelors of both Science and Arts from Lehigh University. He currently serves on the Board of Dunwoody Village, a continuity care retirement community, and regularly supports a variety of other non-profits. He is a member of the Society of Information Managers (SIM) and is a PMP accredited member of the Project Management Institute (PMI). He lives with his wife in the Philadelphia, PA area, and has a twin son and daughter who live in nearby New Jersey.


  • Danny Brickman
    Founder and CEO

  • Gavin Cutler
    Sr. Product Marketing Manager

    Gavin is a seasoned Senior Product Marketing Manager with over 15 years of integrated marketing experience. Gavin has worked in diverse industries including automotive, banking and finance, SaaS and technology. Before joining Apptio, Gavin spent 5 years working with start-ups scaling through Series A & B funding rounds while building and leading Product Marketing teams. Gavin's extensive experience and leadership has resulted in numerous successes, including delivering innovative strategies that generated significant revenue growth and improved market position for both start-ups and established companies. At Apptio, Gavin is responsible for driving go-to-market strategies and driving demand for ApptioOne's solution suite through actively engaging with technology and finance leaders globally.

  • Anthony Giardina
    Chief Technology Officer
    Mitchell Martin

    Anthony is an established change agent, successful in leading organizations through strategic development, program management, and technical delivery to drive and adapt to change. Anthony was a pioneer in Intelligent Automation leading a Center of Excellence from 2017-2020 that developed and delivered over 200 automations that accounted for over 500,000 task hours per year through RPA, IDP, and ML. Now Anthony serves as Chief Technology Officer at Mitchell Martin, where he is able to apply Intelligent Automation to drive efficiency within a growing IT Staffing firm and advise clients on implementations. Anthony is an often sought out speaker on Intelligent Automation and hosts thought leadership sessions with many industry leaders regularly. 

  • Rocco Grillo
    Managing Director - Global Cyber Risk Services & Incident Response Investigation
    Alvarez & Marsal

    Cybersecurity Executive Leader with extensive experience leading teams and providing clients with cybersecurity advisory services, incident response investigations, and other technical services, as well as guidance to C-Suite and Board level clients. I serve as a trusted advisor and partner to clients, law enforcement and government agencies, law firms, and industry organizations to address cybersecurity matters including incident response & forensics investigations, as well as vulnerability and threat management matters. He is a Ponemon Institute Fellow and affiliate board advisor to industry organizations including FS-ISAC, Retail-CISC, NH-ISAC as well as other ISACS, and member of the Shared Assessments Steering Committee Board. He has also served on the CLM Cyber Liability Council, the Board of Directors of the NY ISSA, the IT Policy Compliance Group, and the (i-4) Research Committee and he has been Interviewed / quoted in CNNMoney, The Wall Street Journal, The New York Times, The London Times, Thomson Reuters, and other industry publications.

  • Emily Heath
    General Partner

    Emily most recently served as Senior Vice President, Chief Trust and Security Officer at DocuSign.  Prior to that she served as Vice President, Chief Information Security Officer at United Airlines and Vice President and Global CISO at AECOM. Emily currently serves on the Board of Directors of Norton LifeLock (NASDAQ: NLOK), Cloud Security Company Wiz and Governance Risk & Compliance company, LogicGate.

     Originally from Manchester, England, Emily is a former Police Detective from the UK Financial Crimes Unit where she led investigations into international investment fraud, money laundering and large scale identity theft cases, running joint investigations with the FBI, SEC and London’s Serious Fraud Office.

  • Eric Helmer
    SVP & CTO
    Rimini Street

    Eric Helmer serves as SVP & Chief Technology Officer. In this role, he is responsible for advising clients on strategic innovation initiatives that align with financial, technical, and functional long-term corporate goals across applications that include Oracle, SAP, IBM, and Microsoft. These initiatives are designed to maximize the effectiveness of mission-critical enterprise software systems.

    Mr. Helmer is skilled executive leader with 25 years of IT experience and proven leadership delivering strategic corporate IT transformational projects. He has a strong track record in designing and implementing technical, complex enterprise technology initiatives that provide real return on investment, competitive advantage, and growth for companies.

    Prior to joining Rimini Street, Mr. Helmer was a vice president at Velocity Technology Solutions, where he led the application services team in delivering transformational cloud and IT solutions for Oracle enterprises.

    Mr. Helmer has a broad consulting background with firms such as Linium, ADI Strategies, and The Hackett Group, where he delivered successful IT projects throughout the U.S., the U.K., India, the UAE, Singapore, and Thailand.

    Mr. Helmer holds a Master’s degree in business administration and a Bachelor of Science degree in computer science. He is a published author; Oracle ACE alumni; and a sought-after, award-winning industry speaker in Oracle conferences. He also has served on many boards of directors, including the Oracle Developer Tools User Group (ODTUG).

  • Kevin Kilgore
    Business Unit Information Security Officer

    Kevin Kilgore is a Business Information Security Officer for Ascensus, Inc.  Kevin has held senior Security Leadership positions in his twenty-two years in Information Security, including several CISO roles for a total of thirty-six years in Information Technology.  Kevin is a member of several Security and IT industry sharing and influencing groups and has been a governing body member in one for nine years.

    Kevin has been with Ascensus for three and a half years where he works with divisional leaders to reduce risk and drive business growth while developing and supporting Security strategy. 

    Kevin holds an A.A.S. in Data Processing and a B.S. in Management.  Kevin is also a graduate of the SIM RLF Leadership program and has held his CISSP certification for nineteen years.

  • Kelly Kleinfelder
    Former CIO

    Kelly Kleinfelder is a visionary IT leader with a winning track record of building, reorganizing and overseeing best-in-class IT departments. Extensive experience in IT operations, business process improvement, policy authoring and compliance allows her to deliver technology solutions/strategies that result in high customer satisfaction, efficiency gains and cost reductions. Kelly began her career in IT systems integration consulting as a systems engineer. From there, she moved into the technical management track, and became a leader of systems administrators and engineers. She has served in various IT leadership positions since 2000. Currently, Kelly is the CIO and SVP Information Technology at SDI, a digital supply chain company.

    Kelly received her Bachelor’s degree in Technical and Scientific Communication from Drexel University. She holds a Master’s in Information Technology Leadership from La Salle University.

  • Tammy Klotz
    Cybersecurity and IT Executive

    TAMMY KLOTZ is a vibrant and accomplished executive with over three decades of diverse experience in the manufacturing industry, specializing in cybersecurity and transformational leadership. She offers keen expertise in navigating mergers, acquisitions, and divestitures within both publicly-traded and privately-held companies and is seasoned in security, risk, and compliance leadership. Tammy brings a dynamic and positive approach to problem solving, excelling in simplifying intricate IT and cybersecurity concepts and facilitating pragmatic, non-technical dialogues that resonate with business executives. She is recognized as a strong, knowledgeable, thoughtful security executive who excels in public speaking and thought leadership, striving to empower others through knowledge sharing.

    Tammy most recently served as the Chief Information Security Officer with Covanta Energy. Here, she successfully executed a $6.2MM Secure Operations project, enhancing the cybersecurity of the organization’s Waste to Energy facilities. This achievement involved a significant collaborative effort between the IT and OT teams, and Tammy was recognized with the CEO Excellence Award for the accomplishment. In late 2020, she presented the organization’s cyber risk profile to the Board of Directors, marking the first such discussion since 2018. Tammy obtained consensus to prioritize the overall improvement of the company’s cyber hygiene and spearheaded the development of a program to enhance the cybersecurity of Covanta’s operating facilities. After Covanta’s acquisition by a private equity firm in November 2022, Tammy partnered with the CIO to address infrastructure challenges and secured substantial funding of over $10 million for a complete infrastructure refresh and the replacement of legacy network equipment in Covanta’s facilities.

    During her tenure as the Chief Information Security Officer for Versum Materials, Tammy was a member of a high-performing IT team to establish a greenfield IT environment. Within 18 months, she securely transformed numerous sites, manufacturing networks, endpoints, and applications, including SAP S4 HANA, with a strong focus on security. Her forward-thinking approach, including the adoption of a cloud-first and BYOD strategy, positioned the organization to a level ahead of its time.

    As a Global IT Leader and Head of IT Audit during her 20+ year tenure with Air Products and Chemicals, Tammy notably established a collaborative and proactive partnership between Internal Audit and IT. She also led the first-ever Cyber Risk Assessment of the company’s Cyber Program, identifying potential risks and implementing appropriate mitigation controls. Additionally, Tammy revitalized the Global Audit Team Meeting, introducing engaging business and industryfocused learning sessions and teambuilding activities to energize and empower team members.

    Tammy’s leadership style is characterized by her genuineness and authenticity. An extrovert, she thrives on the energy derived from partnering and engaging with people. Her approach to leadership is inclusive, promoting an open-door policy that encourages collaboration and input from team members at all levels.

    In addition to her professional experience, Tammy has a Bachelors Degree in Math, Computer Science and Secondary Education, as well as her CISM, CISSP and CRISC certifications. An active thought leader, she is involved in several professional organizations, including serving as President of the Lehigh Valley Chapter of Cloud Security Alliance and as a member of Infragard, Evanta for CISOs by CISOs, the Cybersecurity Collaboration Forum, ISC2 and ISACA. In 2023, she was honored with the Covanta CEO Leadership Award and in 2022, she was named a Top 100 CISCO by Cyber Defense Magazine, acknowledging her outstanding contributions and leadership in the industry.


  • Scott Knote
    Senior Solution Advisor, S/4HANA Center of Excellence

    Scott Knote is a member of the S/4 HANA Center of Excellence (CoE), offering a background in engineering, product development and technology application for leading organizations. For over 15 years, Scott has been delivering transformative solutions that enable business transformation and strategic growth.

    The S/4 HANA CoE works closely with SAP customers and SAP account teams to

    deliver outcomes of complex and innovative functional issues integrating client needs, strategic business goal of the function and financial objectives via the Intelligent Enterprise.

    Formerly a CIO of global organization focused on wholesale distribution of electronics, electronic components, engineer-to-order and value-added services, Scott led the business transformation efforts focused on reducing the friction between the customer and organizational elements via a commerce-first initiative. He previously held leadership positions within the US Government, Aerospace and Defense organizations that relied on SAP technologies to enable data-driven decision making in high-stakes environments.

    Scott holds an MBA and M.S. in Information Systems and Technology Management from the University of Delaware as well as a B.S., Electro-Mechanical Engineering from Penn State University. He resides in Maryland with his wife and daughter. 

  • Vivek Kumar
    Global Deputy CISO
    Cboe Global Markets

    An Information security leader with experience in the financial industry along with IT experience of over 25+ years. A strong security advocate with real-world experience in managing large security operations globally to mitigate security threats and increase security posture of the enterprise.

    Excellent history in managing global Cyber Security teams and IT professionals with a strong track record of developing highly skilled individuals and creating world class fusion centers.

    Recognized for spotting once-overlooked opportunities to increase the security posture of the firm, operational efficiencies and bottom-line organizational cost savings. Lauded for promoting alternative thinking and championing new perspectives that depart from the status quo. Highly regarded as a consensus builder to find common ground.

    I advise security companies on products, roadmaps, strategies and real time issues.

    I provide a firm-wide leadership vision leveraging decisive and insightful executive leadership, drive daily security operations, and promote strategic thinking and encourage visionary leaders.

    I have a strong third-party management and collaboration to implement complex and right security solutions.

    I represent the Information Security team and do board level reporting of enterprise level security and risk metrics and solutions.

    I am experienced in facilitating cost saving initiatives by consolidating technologies and implementing security solutions based on business needs.

    I was nominated for the ISC East executive award 2023.

    I speak at various security conferences like Evanta, SINET, Apex assembly, CISO and CIO summits.

  • Dara Meath
    SVP & CTO
    Build-A-Bear Workshop

    Dara A Meath was formerly the Divisional Chief Information Officer and Head of Digital / Ecomm at Conair Corporation. Prior to joining Conair, Dara was the Vice President of Information Technology at The Camuto group. She provides executive leadership as Head of Global IT. Responsible for all aspects of strategic IT planning, implementation and support worldwide as an integral component of business the plan. Redesign cost-effective system strategies, policies, and procedures. Before devoting her work fulltime to The Camuto Group, Dara served as Director of System Implementation at Apparel Business Systems. Re-engineered, developed, and advised companies on existing and new platforms. Designed a customized application structure to support a full business solution. Managed custom modular applications, project management, application training, and implementation plans.

    Dara is also the owner of DestinyintheSkye, a local CT accessories business designed to give back the majority of sales to local and global organizations in need. The business was started for her two children, Destiny and Skye with a simple goal to always be passionate in what you do and always give to those in need!

    In addition, Dara is actively involved with many Advisory Boards, an active participate of many Organizations, Speaker and Writer for Technology and Business.

  • 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

    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.

  • Rajeev Nair
    Knipper Health

    Rajeev Nair, the CIO, of J Knipper & Co, and KnippeRx, plays two key roles. In addition to the traditional CIO role that is responsible for Knipper’s overall technology strategy, he also fulfills the CTO role, of being responsible for direct IT revenue that amounts to 20% of the enterprise revenue. He has P&L responsibility for service offerings that generate immediate revenue, and a product portfolio that generates future revenue, while ensuring Knipper’s technology supremacy is unparalleled in the market.


    Rajeev has more than 25 years of technology leadership experience in a variety of organizations, but most notably in the Life Sciences and Pharmaceutical industries. Prior to leading Knipper’s IT, Rajeev was the Global CIO of Jubilant Pharmaceuticals, a global pharmaceutical company with operations in US, Canada, Europe & Asia.

  • Steve Palmucci
    former Global CIO

    Steve is a strategically focused executive with over twenty years of experience building and leading high performing global IT organizations that function as true business partners. Steve has a history of significant achievements as a CIO and senior IT leader in diverse industries including Technology, Media, Insurance, and Pharmaceuticals. 

    Steve is an accomplished innovator, collaborator and value creator, with a focus on solving complex business challenges through the practical application of technology solutions to optimize and transform processes. 

    Most recently, Steve served as the Global CIO at Covetrus, a $5B market leader in the Animal Health space, where he developed and implemented IT strategic plans that enabled business transformation, revenue growth and margin improvement. Steve  supported the company through a successful transition  from public to private equity ownership. 

    Prior to his tenure at Covetrus, Steve served in roles as North America CIO at Rentokil, Global CIO at TiVo, SVP of IT at ACE Group, and VP of IT/CIO at SunGard Availability Services.  

    Steve holds a Bachelor of Science degree in Computer Science from The Catholic University of America, and an MBA from Saint Joseph’s University.  

  • Joseph Puglisi
    Chairman & Co-Manager
    North Andover Investors Collaborative, LLC

    Mr. Puglisi is a business and technology professional with extensive experience managing complex business and technical environments across industries. He has repeatedly maximized the effectiveness of existing staff and improved relationships with business leaders. He is adept at building and leading teams and creating cross-functional partnerships to deliver on business initiatives. Mr. Puglisi has particular strengths in leadership, strategic vision, innovation and communication. In his column, View from the Bridge, he writes about business and technology and makes interesting, often humorous personal observations. Mr. Puglisi is currently a member of the North Andover Investors Collaborative, Board member of a specialty beverage manufacturer, Partner at Versento and advisor to several other companies. Most recently, Mr. Puglisi was Vice President and Chief Information Officer for Innovairre Communications, the worldwide leader in fundraising, supporting agencies and nonprofit organizations. Prior to that, Mr. Puglisi was Vice President and CIO for EMCOR Group Inc., the world's leader in specialty construction, facilities services and energy infrastructure, Vice President and CIO at Chartwell Re, a major insurance and reinsurance company and Corporate Director of IT at Lehrer McGovern Bovis, one of the largest Construction Management firms in the world. Mr. Puglisi started his business career as a partner of a quantitative marketing analysis consulting company for over 14 years. Responsibilities included sales, account management, marketing, product development, system installation, training, support and management consulting.

  • Anna Ransley
    Chief Digital Information Officer
    Quaker Houghton

    Anna Ransley is an experienced CIO and digital transformation executive, currently heading the IT function at Heineken USA as a Vice President, GIS.  This multi-faceted role consists developing and executing an ambitious technology transformation for a highly progressive organization by championing leading edge digital efforts as well as rebuilding core back-office systems to modernize the workplace.

    Her extensive track record of setting and achieving business strategies by innovative application of technical solutions and re-engineering spanned roles in marketing and most areas of technology in a variety of industries and disciplines. These roles resulted in successful implementations of ERP and CRM Systems, leveraging big data and predictive analytics to uncover revenue generating insights and leading large organizational transformations of cross-functional and global teams.

    Anna is an accomplished practitioner with career highlights that include international leadership roles at Boerhinger Ingelheim – a global Fortune 500 Pharmaceutical, Connolly, Inc – an audit recovery firm, Hyperion Solutions - a leading Software company acquired by Oracle, and consulting at Keane that exposed her to a number of fortune 100 companies and industries to frame her perspective.

    Anna has a special interest in transforming teams into business differentiating partners, and believes that one of the best ways of accomplishing that is through developing organizational talent that has both depth in technology and business drivers to take advantage of rapidly changing landscape of technological advances.

  • Donna Ross
    EVP & CISO

    Donna L. Ross was appointed to her current position as Executive Vice President, Chief Information Security Officer in July 2016. In this role she is responsible for Radian’s information security program and business compliance, as well as the enterprise project management and initiative governance programs. 

    Donna is a senior security and compliance executive with over 20 years of diverse risk, compliance, cyber security, technology, and operations experience within the manufacturing, insurance, banking, financial services, health care and retail sectors. Before joining Radian, Donna had senior level roles in security and compliance and Accolade, Corning Incorporated, GMAC, and Prudential.  Most recently, Donna was at Accolade, Inc., a provider of an on-demand healthcare concierge for employers, health plans, and health systems where she served as the head of Information Security and the Chief Compliance Officer.  Prior to Accolade, Donna served as IT director, Information Risk Management for Corning Incorporated, joining them in 2008. She had program responsibility for global IT Risk Management, Security, and Disaster Recovery across the IT function including IT Security strategy and policy. Ross also spent eight years with GMAC holding various Information Security leadership positions. Before that, she spent 10 years at Prudential as manager of Information Security, Field Services manager, Data Center manager, and supervisor in Public Relations, Marketing Communications, Fulfillment and Special Projects.

    Ross received a bachelor’s degree from State University of New York at Brockport in Economics / Business Administration with Marketing specialty and has received numerous technical and security certifications. She is a lifetime learner and has earned endless certifications such as C|CISO, CRISC, CGEIT, CISM, GSEC, FLMI, ACS, and CTM. 

    Ross was named one of HousingWire’s 2018 Women of Influence. The eighth annual Women of Influence Awards recognized 85 women in the mortgage lending, servicing, investing and real estate industries who are making notable contributions to both their businesses and to the industry at large. Additionally Donna is highly active in the cyber security community.  She was a founding committee member on the FBI’s project to establish Automated Network Cyber Attack Reporting System, is on the advisory board of Secure World Philadelphia where she often presents about cyber security, privacy and threat management, and maintains a close tie to government/industry cyber-experts through the national InfraGard program where she was the recipient of two awards from Director of FBI for Exceptional Service to the Public Interest, and recipient of the President’s Call to Service Award (G. Bush). She is active in trade associations and community service including InfraGard, ISACA, Anna Crusis Women’s Choir, United Way, Red Cross and Big Brother Big Sisters.

  • Raju Sankuratri
    Chief Information Officer - Global Supply Chain & Group Purchasing Organizations


  • Chris Simmons
    VP of Marketing
    Savvy Security

    Chris Simmons, currently the Vice President of Marketing at Savvy, is a seasoned cybersecurity professional with more than 25 years of experience. Drawing on prior roles across marketing and product management, he is passionate about applying his knowledge and experience to bringing innovative security technologies to market. Chris emphasizes personal well-being and dedicates time to physical fitness and lifelong learning.

  • Helane Stein
    SVP & CIO
    Brixmor Property Group

    Helane Stein is Senior Vice President, Chief Information Officer of Brixmor Property Group.

    Helane is responsible for the overall technology vision, strategy, systems and infrastructure that support business operations.  She leads the implementation of transformational solutions that drive organizational efficiency, increase productivity, enhance collaboration and deliver results.

    Prior to joining Brixmor in 2015, Helane worked as the Vice President of Information Technology for Pennsylvania Real Estate Investment Trust where she led the development of technology strategy, innovation and operations. She has also served in multiple management, senior consultant and programming positions at Siemens Medical Solutions.

    Helane earned a Master of Business Administration and Healthcare Administration from Saint Joseph’s University and a bachelor’s degree from The University of Pittsburgh. Helane is active in the REIT tech industry having served on several boards, panels and user groups throughout her career. She currently serves as board member for the Oracle Real Estate Users Group and Society of Information Management.   She has been recognized for innovative use of technology for three consecutive years by leading technology publication Information Week.  She has nearly 20 years of experience working in the shopping center industry.

    Brixmor owns and operates a high-quality, national portfolio of open-air shopping centers.

  • Nik Umrani
    Global CIO
    NSM Insurance Group

    Nik Umrani is a global Information Technology executive and business leader with extensive experience developing and executing IT strategies to drive and surpass corporate objectives. He is currently Global CIO at NSM Insurance Group. Prior to NSM, Nik spearheaded the NextGen Finance systems program at Comcast and led IT system strategy and implementation at ADT. Prior to ADT, he led the Global Landline Network System program at Verizon.

    With a career spanning over 25 years, Nik has worked in diverse sectors including insurance, telecommunications, cable, home security, banking, ERP, and consulting. He has led IT programs supporting over $30B in revenue. Nik's expertise lies in spearheading intricate transformations within large global organizations.

    Nik holds a Master's degree in Computer Science, and an MBA from the University of Alabama at Birmingham, and a Bachelor's degree in Computer Engineering from the University of Mumbai.

  • Angela Yochem
    Former EVP Chief Transformation and Digital Officer

    Angela Yochem is formerly EVP & Chief Digital Officer for Novant Health, a super-regional healthcare system with one of the largest medical groups in the US. She and her teams delivered world-class consumer capabilities, differentiating technologies, and advanced clinical solutions that allowed the high-growth system to provide remarkable patient care.

    Angela has served as EVP/CIO at Rent-A-Center, Global CIO at BDP International, Global CTO at AstraZeneca, and divisional CIO at Dell. She’s held tech exec roles at Bank of America and SunTrust, and held senior technology roles at UPS and IBM. In these roles, she built B2B digital product lines, grew digital retail channels (B2C), created technical services lines of business, and transformed global technology capabilities.

    Angela has been a Director for the Federal Home Loan Bank of Pittsburgh, BDP Transport, BDP Global Services Asia and Europe, and Rocana, with experience on Audit, Enterprise Risk, Operational Risk, and Governance/Policy committees. She remains an EIR for Vonzos Partners, a Mentor for SKTA Innopartners, and an Advisor for Dioko Ventures. Angela serves on the board of Freedom School Partners, a non-profit committed to promoting literacy in the Charlotte area, and on the executive team of the Go Red for Women organization, part of the American Heart Association. She is a Trustee of the Charlotte Regional Business Initiative, and is an advisory board member for the American Hospital Association Innovation Council and the University of Tennessee Electrical Engineering and Computer Science department.

    Angela has a Bachelor of Music from DePauw University and a Master of Science in Computer Science from the University of Tennessee, holds three US Patents and is an author with Addison-Wesley and Prentice-Hall.


September 28, 2023, 7:30 AM - 4:00 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 co-host Lawrence Bilker, CIO, Lift Solutions Holdings LLC and Former Chair Philadelphia SIM

8:50 - 9:05 AM

EXECUTIVE FIRESIDE CHAT:  From Add-On to Value-Add:  How Tech is the Missing Link to All You Do

Angela Yochem, former EVP Chief Transformation and Digital Officer, interviewed by Hunter Muller, Founder and CEO, HMG Strategy

Many industries have seen dramatic impacts and transformation over the last two years, and healthcare is no exception. Supply chain issues, staffing shortages and talent issues, and an intensified shift to digital channels are among those at the top of the list.

In this captivating executive interview, Angela Yochem, former EVP and Chief Transformation and Digital Officer at Novant Health, will share how her role evolved and will describe the steps taken over time to drive expanded business goals and strategy.

9:05 - 9:40 AM                                                                                          

EXECUTIVE PANEL:  Visionary Leadership:  Driving a Modern AI Enterprise and a Secure Digital Agenda

MODERATOR:  Joseph Puglisi, Chairman & Co-Manager, North Andover Investors Collaborative, LLC

Lawrence Bilker, CIO, Lift Solutions Holdings LLC and Former Chair Philadelphia SIM

Dara Meath, SVP & CTO, Build-A-Bear Workshop

Raju Sankuratri, Chief Information Officer - Global Supply Chain & Group Purchasing Organizations, Aramark

Angela Yochem, former EVP Chief Transformation and Digital Officer

Global economic challenges are creating unique opportunities for business technology executives to foster a collaborative culture, embrace fresh innovative approaches, and develop strong partnerships to leverage hot technologies such as AI, ChatGPT, cloud platforms and cyber technologies to securely move the needle for the business and win in tumultuous times. At the same time, tech leaders will need to remain laser focused on new ransomware, phishing and crypto mining attacks amidst budgetary pressures.

In this powerful Executive Panel discussion, world-class CIOs and technology executives will share the steps they’ve taken to cultivate a collaborative and inclusive culture that embraces innovative approaches to position their companies to succeed in a challenging environment while securing the hybrid workplace.

9:40 - 9:45 AM

HMG 2023 Global Leadership Institute Award Presentation to Lawrence Bilker, CIO, Lift Solutions Holdings LLC and Former Chair Philadelphia SIM

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: Kelly Kleinfelder, former CIO

Kimberly Bombeck, Deputy CIO, SEPTA

Eric Helmer, SVP & CTO, Rimini Street

Rajeev Nair, CIO, Knipper Health

Nik Umrani, Global CIO, NSM Insurance Group

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 - 10:55 AM

HMG 2023 Global Leadership Institute Award Presentation to: 

Dara Meath, SVP & CTO, Build-A-Bear Workshop

Raju Sankuratri, Chief Information Officer - Global Supply Chain & Group Purchasing Organizations, Aramark

10:55 - 11:15 AM                                                                                 

Coffee Break, Networking and Meet Our Partners

11:15 – 11:35 AM                                                                                

EXECUTIVE FIRESIDE CHAT:  Make Every Dollar Count: How to Maximize the Value of Tech Spend 

Gavin Cutler, Sr. Product Marketing Manager, Apptio interviewed by Hunter Muller, Founder and CEO, HMG Strategy

Technology executives are cautiously finding their way in today’s economy, tightening budgets while looking for opportunities to invest in growth. Advancements in technology and applications offer the opportunity to gain a competitive edge, but leaders need to ruthlessly prioritize their investments – aligning spend, data and insights to inform fast decision making while ensuring they are driving ROI. In this session, an expert from Apptio will share real-world success stories of how innovation leaders are re-shaping their future with smarter investment strategies, processes and technology.  

11:35 AM - 12:00 NOON

START-UP SHOWCASE: The HMG Innovation Accelerator

Moderator:   Emily Heath, General Partner, Cyberstarts

Chris Simmons, VP of Marketing, Savvy Security

Danny Brinkman, Founder and EO, Oasis Security

Research conducted by HMG Strategy reveals that one of the top focus areas for technology executive leaders is working with the CEO and the executive team to enable innovation and grow the business. In this exclusive session, we will ask the CEOs and leaders of innovative technology companies about the challenges they solve for clients, the innovation they deliver to companies, and how their solutions are differentiated in the market.

NOON - 1:00 PM                                                                            

Lunch and Networking

SIM Philadelphia Update - Lawrence Bilker, CIO, Lift Solutions Holdings LLC and Former Chair Philadelphia SIM

HMG 2023 Global Leadership Institute Award Photo

Lawrence Bilker, CIO, Lift Solutions Holdings LLC

Rocco Grillo, MD - Global Cyber Risk Services & Incident Response Investigation, Alvarez & Marsal

Dara Meath, SVP & CTO, Build-A-Bear Workshop

Raju Sankuratri, Chief Information Officer - Global Supply Chain & Group Purchasing Organizations, Aramark                                                 

1:00 - 1:20 PM        


EXECUTIVE FIRESIDE CHAT:  Go Hack Yourself: More War Stories from ~26k Pentests

Snehal Antani, CEO, interviewed by Hunter Muller, Founder and CEO, HMG Strategy

Join Snehal Antani, CEO of, for an eye-opening session where he’ll discuss real-world examples of what NodeZero discovered in networks just like yours. You’ll hear about how fast and easy it is to compromise some of the largest networks in the world – with full domain takeover – often in minutes, and sometimes, without even exploiting a CVE. Discover how autonomous pentesting helps find unknown weaknesses in your infrastructure that could quickly result in ransomware exposure. 

1:20 - 1:55 PM 

EXECUTIVE PANEL: Security Innovation:  Going Beyond Protection to Make Security a Competitive Advantage

MODERATOR:  Kevin Kilgore, Business Information Security Officer, Ascensus

Tracey Brand-Sanders, VP & CISO, UGI Corporation

Rocco Grillo, MD - Global Cyber Risk Services & Incident Response Investigation, Alvarez & Marsal

Tammy Klotz, Cybersecurity & IT Executive (former CISO, Covanta)

Donna Ross, EVP & CISO, Radian

Cybersecurity strategies are often developed with a defensive mindset. But for companies that have strong safeguards in place, this can provide them with a competitive advantage over industry rivals – especially if they are using AI to help strengthen their posture.

In this timely and compelling executive panel discussion, CISOs and security leaders will share how cybersecurity can provide organizations with a competitive edge along with the steps that can be taken to do so and the role that AI can play in these efforts.

1:55 - 2:00 PM 

HMG 2023 Global Leadership Institute Award Presentation to Rocco Grillo, MD - Global Cyber Risk Services & Incident Response Investigation, Alvarez & Marsal

2:00 - 2:25 PM  

Coffee Break, Networking and Meet Our Partners                                                                                  

2:25 - 2:35 PM

EXECUTIVE FIRESIDE CHAT:  Diving Deeper into Generative AI

Anna Ransley, Chief Digital Information Officer, Quaker Houghton interviewed by Hunter Muller, Founder and CEO, HMG Strategy

As a sitting CIO with a rich career as a technology leader in various companies and industries, Anna Ransley has witnessed firsthand the transformative power of emerging technologies and for years has been on the forefront of data, BI, AI and ML in her various roles. Because of the disruptive power that Generative AI has already demonstrated, she dedicated significant time to dive deep into this field. In her pursuit of knowledge, she had the privilege of engaging with a diverse range of individuals and organizations to gain a wide perspective on this technology both from the vast opportunities and great risks that we have to proactively manage as CxOs, board members and humans as a whole.

2:35 - 3:10 PM                                                                                   

BREAKTHROUGH INSIGHTS PANEL:  Designing the Intelligent Automated Enterprise

MODERATOR: Ted Bredikin, CIO, UnitedHealthcare Insurance Solutions

Sushma Akunuru, SVP, Technology Executive, Independence Blue Cross 

Anthony Giardina, Chief Technology Officer, Mitchell Martin Inc.

Vivek Kumar, Global Deputy CISO, Cboe Global Markets

Anna Ransley, Chief Digital Information Officer, Quaker Houghton

Although ‘AI’ is front-of-mind for most CEOs and fellow members of the C-suite, many CIOs and business technology leaders are currently focused on leveraging AI and automation technologies to help automate a variety of processes and operations across the enterprise for productivity and cost-reduction benefits. In this Executive Panel, technology leaders will share how to begin harnessing the transformative power of emerging technologies such as AI and ML along with the risks, governance and regulatory aspects of utilizing AI and ML as well as questions regarding the use of these technologies that remain unanswered.

3:10 - 3:20 PM                                                                                   

Transition Break

3:20 – 3:55 PM                                                                                    

EXECUTIVE PANEL:  Leading as The CEO of Technology – Preparing for What’s Next

Moderator:  Lawrence Bilker, CIO, Lift Solutions Holdings LLC and Former Chair Philadelphia SIM

Ted Bredikin, CIO, UnitedHealthcare Insurance Solutions

Scott Knote, Senior Solution Advisor, S/4HANA Center of Excellence, SAP

Steve Palmucci, former Global CIO, Covetrus

Helane Stein, SVP & CIO, Brixmor Property Group

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. 

3:55 - 4:00 PM                                                                                   

Closing Remarks & Raffle Prizes

Presenting Partners

  • Apptio

    Apptio is the leading software to fuel digital transformation. We help technology and finance leaders make smart decisions as they plan, analyze, and optimize technology investments in pursuit of digital transformation.  Apptio’s software uses machine learning to translate technology costs and utilization across on-premises systems, vendors, projects, agile and cloud systems into a holistic, business-centric view. With Apptio, IT leaders make smarter digital transformation investments.

    While Snehal Antani and Anthony Pillitiere were working to transform their cyber security posture, Red Team operations became a critical part of their strategy, but hiring consultants or maintaining a dedicated Red Team was expensive and could only cover a narrow slice of their enterprise. They started and fused military cyber attackers with artificial intelligence experts and automation engineers, to deliver continuous, automated, 100% coverage Red Teaming as a service. No consultants. No professional services. Delivered as a true SaaS offering.

Platinum Partners

  • SAP

    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.
  • Rimini Street

    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, and connect with Rimini Street on Twitter, Instagram, Facebook and LinkedIn. (IR-RMNI)

Gold Partners

  • Denodo

    Denodo is a leader in data management. The award-winning Denodo Platform is the leading data integration, management, and delivery platform using a logical approach to enable self-service BI, data science, hybrid/multi-cloud data integration, and enterprise data services. Realizing more than 400% ROI and millions of dollars in benefits, Denodo’s customers across large enterprises and mid-market companies in 30+ industries have received payback in less than 6 months. For more information, visit or call +1 877 556 2531 (US) / +44 (0) 20 7869 8053 (UK) / +65 6950 7489 (Singapore).
  • Bluewave Technology Group

    Bluewave is an advisory and sourcing partner transforming how companies acquire and manage technology solutions. Our team of technology experts and analysts, leveraging our proven approach, guides businesses of all sizes to make well-informed technology decisions. Specializing in modernizing the IT and telecom infrastructure, Bluewave partners with proven cloud, colocation, network, mobility, security, and CX providers to develop the best solution while maximizing technology investments and ensuring long-term success. Learn more at
  • Netskope

    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.
  • Pure Storage

    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.

    Founded in 2007, AHEAD grew up in the data center and retains its deep infrastructure expertise at the core of its business. But as the market has changed, the company has always invested ahead of the curve. With strategic consulting and managed services, along with innovation in practices like cloud, security, and data, AHEAD has become a key partner for countless enterprises in their path to digital business transformation.

Supporting Partners

  • CrowdStrike

    CrowdStrike has redefined security with the world’s most advanced cloud-native platform that protects and enables the people, processes and technologies that drive modern enterprise. CrowdStrike secures the most critical areas of enterprise risk – endpoints and cloud workloads, identity, and data – to keep customers ahead of today’s adversaries and stop breaches. Powered by the CrowdStrike Security Cloud, the CrowdStrike Falcon Platform leverages real-time indicators of attack, threat intelligence on evolving adversary tradecraft and enriched telemetry from across the enterprise to deliver hyper-accurate detections, automated protection and remediation, elite threat hunting and prioritized observability of vulnerabilities – all through a single, lightweight agent. With CrowdStrike, customers benefit from superior protection, better performance, reduced complexity and immediate time-to-value.
  • Rapid API

    Rapid is a software company based in San Francisco, CA. Rapid offers an API Marketplace to assist developers in finding, connecting, and managing all of their APIs. Founded in 2015, Rapid (formerly RapidAPI) created the world's largest public API marketplace at Their public API marketplace boasts over 40,000 APIs from top global companies, ultimately serving millions of developers. Rapid has taken the platform that powers their public API Marketplace and offered it as an Enterprise API Hub, a private and custom-branded API Marketplace platform. Rapid's platform is used by large organizations to showcase their valuable data and services as APIs on a centralized marketplace. This platform encourages consumers to discover and connect with these APIs, fostering deeper partnerships, improving brand recognition amongst developers, and introducing new revenue opportunities through top-notch API programs.

Trailblazer Partners

  • Savvy Security

    Savvy is the provider of the industry’s first Workforce Security Automation Platform. Our customers use Savvy to ensure the safe use of SaaS and prevent workforce-initiated security incidents by providing just-in-time security guardrails that guide employees to make more secure decisions. To learn more about Savvy and schedule a demo, please go to
  • Oasis

Marketplace Partners

  • 8x8, Inc.

    8x8 is transforming the future of business communications with XCaaS™ (eXperience Communications as a Service™). 8x8 XCaaS is the only integrated platform for contact center, voice, video meetings, team chat, and CPaaS embeddable APIs. Unlike multi-vendor environments, 8x8 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 8x8 to collaborate quicker, work smarter, and serve customers better with real-time analytics across every interaction. For organizations relying on Microsoft Teams for collaboration, 8x8 offers its 8x8 Voice for Microsoft Teams direct routing solution and 8x8 Contact Center for Microsoft Teams which is certified by Microsoft. 8x8 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 8x8 for advanced communications for Teams. 8x8 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).
  • Akamai

    Akamai secures and delivers digital experiences for the world’s largest companies. Akamai’s intelligent edge platform surrounds everything, from the enterprise to the cloud, so customers and their businesses can be fast, smart, and secure. Top brands globally rely on Akamai to help them realize competitive advantage through agile solutions that extend the power of their multicloud architectures. Akamai keeps decisions, apps, and experiences closer to users than anyone — and attacks and threats far away. Akamai’s portfolio of edge security, web and mobile performance, enterprise access, and video delivery solutions is supported by unmatched customer service, analytics, and 24/7/365 monitoring.
  • BetterCloud

    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.
  • Darktrace

    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.
  • Fortinet

    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, the Fortinet Blog, or FortiGuard Labs.
  • Nutanix

    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.
  • Palo Alto Networks

    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
  • RingCentral

    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.
  • SafeGuard Cyber

    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.
  • Tonkean

    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,, 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.
  • Upwork

    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.
  • Zoom

    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.
  • Zscaler

    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.
  • Netskope

    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.
  • Box

    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 to learn more. And visit to learn more about how Box empowers nonprofits to fulfill their missions.
  • SAP

    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.
  • Ping Identity

    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.
  • Delphix

    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 Follow us on LinkedIn, Twitter, and Facebook.
  • LastPass

    • 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.

Strategic Partners

  • Egon Zehnder

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

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

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

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

Alliance Partners

  • Greylock Partners

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

    Lightspeed 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.
  • Menlo Ventures

    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.
  • Sequoia Capital

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

    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.
  • GTM Capital

    GTM Capital is singularly focused on helping our portfolio companies gain a massive competitive advantage by rapidly accelerating customer traction.

Association Partners

  • Philadelphia Chapter of SIM

    The Society for Information Management (SIM) is comprised of Senior Technology Leaders with the common goals of networking, professional development and community involvement. The SIM Philadelphia Chapter is composed of over 250 active members from the area and is part of the national SIM network consisting of 5,000 members. We work together to share and enhance our rich experience for the benefit of our members, organizations and communities. Our core mission is to bring together Technology and Business Leaders to network, share information, collaborate, and give back to the community. The philanthropic organization, Philadelphia Philanthropic Society for Information Management Foundation Inc.(PHSIM), is the sister organization to the Philadelphia chapter, which concentrates on organizing charitable activities for the technology community. PHSIM raises money to provide scholarships to local college students and provides funding to teen computer camps run by other non-profit organizations. PHISIM and SIM Philadelphia work together to run several events and raise funds in order to inspire younger generations to become leaders in information technology. SIM Philadelphia is the premier society for IT professionals and thought leaders. Our value is delivered through multiple networking opportunities, and events, along with education through gatherings, workshops, and forums where practitioners, academics, and consultants collaborate, share knowledge, and experiences. The chapter is proud of its work to improve the community and provide a collaborative, high quality, and enriching environment for members.

Union League of Philadelphia

 140 S Broad St, Philadelphia, PA 19102

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


For more information contact us:

(203) 243-1674

HMG Strategy’s CIO Executive Leadership Summits are designed based on feedback from our Advisory Board members on the critical trends that are shaping the agenda for today’s technology executive.

Digital disruption. Delivering value to the enterprise. Driving innovative business transformation. Developing the digital talent pool. HMG Strategy’s CIO Summits focus on best practices for technology leaders to succeed today – and tomorrow.

The Strongest Executive Leadership Network

© 2020 HMG Strategy, LLC. All Rights Reserved.