Past Summits

2016 Washington, D.C. CIO Executive Leadership Summit

W Washington D.C., Washington, D.C.

Event Highlights

The CIO Executive Leadership Summit delivers world class thought leadership in a club-like setting where attendees will receive unique insights into best practices and will hear success stories involving leadership, management, technology and career development.

Highly interactive sessions will provide many opportunities for attendees, speakers and panelists to be engaged in both learning and discussion. The objective for the day is to deliver high quality useful information that attendees can develop into an action plan.

Key Areas of Focus Include:

  • Strategy, Process Improvement and Alignment
  • Innovation and Technology
  • Career Management and Leadership Development

  • Aileen Alexander
    Diversified Search

  • Bharat Amin
    Executive Vice President & Chief Information Officer
    Huntington Ingalls Industries

  • 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.

  • Renee Arrington
    President, COO & Director
    Pearson Partners International, Inc.

    Renee Arrington offers clients over 20 years’ experience in retained executive search. She excels in recruiting senior executive talent for Fortune 500 companies, private-equity-backed businesses and not-for-profit organizations. She is a member of the Pearson Partners board of directors and leads the firm’s Fort Worth office and CIO and IT leadership practice with clients in technology, retail, financial services, business services, distribution and R&D. Renee conducts searches for board members, presidents and executive directors among other senior leadership positions.

    Renee was named one of the top 40 Gatekeepers to the C-Suite by Hunt Scanlon Media, a search industry analyst. She is an active member of IIC Partners and the Association for Executive Search Consultants (AESC).

    Renee is attentive to diversity and believes a well-run search can deliver market insight. Renee appreciates the value of using assessment instruments as part of the search.Prior to joining Pearson Partners in 2006, Renee was a vice president in the technology practice of a global retained search firm, and was previously a shareholder and partner in the technology practice of another global firm.

    In addition to serving on Pearson Partners’ board of directors, Renee serves on the board of directors of IIC Partners, one of the world’s top 10 executive search organizations, with 50 offices in 35 countries (Pearson Partners is a member of IIC Partners). Additionally, she serves on the boards of directors of the Dallas/Fort Worth chapter of the Society for Information Management (SIM), the National Association of Corporate Directors (NACD) North Texas Chapter and the Foundation for the Young Women’s Leadership Academy in Fort Worth, where she serves as chairman of the board. She is an executive committee member of Dallas Executive Women’s Roundtable (EWR) and a member of Fort Worth’s Women Steering Business (WSB). Renee has previously served on the board of North Texas Public Broadcasting (NPR Affiliate) and was board chairman of the YWCA of both Fort Worth and Tarrant Counties and the Fort Worth Westside YMCA.

    Renee was honored with the Association of Executive Search & Leadership Consultants’ prestigious Commitment to the Community Award in 2018, recognizing her excellence in executive search and leadership consulting together with her strong commitment to community service and volunteerism toward charitable causes. She has been selected as a 2018 C-Suite Award Winner by the Fort Worth Business Press for her business leadership as well as the civic and social contributions she has made to the community of Fort Worth and its organizations.

    Renee is a frequent speaker at the HMG Strategy CIO Summits around the country, and is a prolific business writer, having written a monthly column for CIO Decisions magazine and been quoted in The Wall Street Journal,, IT World, Network World and Business Process Outsourcing: The Competitive Advantage (Wiley 2005). She was honored among the finalists in D CEO’s 2016 CIO/CTO Awards in the Technology Advocate category.

    Renee earned a Bachelor of Arts degree in communications from Trinity University and studied at Parsons School of Design in Paris. She and her husband, Michael, live in Fort Worth.

  • Kevin Barnes
    Rex Signature Services

  • Tom Berray
    Founder & Managing Partner
    Cabot Consultants

    Tom Berray is a specialist in top-tier executive searches across all functional roles for technology companies and technology executives across all industries. His areas of expertise include business development, human resources, operations, sales and marketing, and technology. During his 10+ years in executive recruiting, Tom has conducted searches for early-stage, venture-backed to Fortune 100 companies in software, internet, aerospace/defense, biotechnology, energy, financial services, government and professional services, healthcare, and not-for-profit industries. Prior to joining Cabot, Tom was a Principal with the Technology practice of Heidrick & Struggles, the world's largest search firm at the time. At Heidrick, Tom's expertise was on recruiting CIOs, CTOs, VPs of Engineering and other senior IT executives across all industries, as well as senior executives for high technology companies in the hardware, software, and services areas. Before joining the executive search industry, Tom was a Director with the Gartner's Executive Programs, where his primary responsibility was to act as a personal advisor to over 200 Chief Information and Chief Technology Officers. Prior to Gartner, Tom held positions in systems analysis, and sales and marketing at Computer Associates and Xerox Corporation.Tom's board roles include serving as the Secretary of the Washington CTO Roundtable, IT Industry Advisory for the American Public University System (APUS), Co-Chair of the Annual Fund for The Potomac School, and former President of the Great Falls Swim & Tennis Club. Tom is also a charter member of the Rotary Club of Great Falls. Tom earned his Bachelor of Science degree in Computer Science and Economics from Duke University and is an active member of Duke's Alumni Admissions Advisory Committee.

  • Amy Doherty
    SVP & CIO

    Amy Doherty serves as Senior Vice President & Chief Information Officer (CIO) at AARP. Amy started with AARP in December 2011, providing leadership to application portfolio management and Enterprise Resource Planning. Since joining AARP, she has worked in roles of increasing responsibility in Information Technology Services (ITS).  

    In her role as CIO, Amy will help shape AARP’s future by enabling new technology solutions and services that help its members and people 50+ live their best lives. As AARP’s Chief Information Officer, she will continue to drive the transformation of the IT organization  from a “cost center” to a “value center,” running IT like a business, strengthening AARP’s Information Security infrastructure, and improve IT's ability to execute, and boost stability, efficiency, and resiliency throughout the organization.

  • Paul Fipps
    Senior Vice President, Customer and Partner Excellence

    Paul Fipps joined ServiceNow in early 2021 as its Senior Vice President, Customer and Partner Excellence. Since then, he has been laser focused on building a seamless end-to-end customer experience that follows the Now Value methodology – from envision and create to validate and champion. As part of that effort, he led the creation of ServiceNow Impact, a personalized value acceleration solution that is now the fastest growing product in ServiceNow history.

    Prior to joining ServiceNow, Paul spent seven-plus years at Under Armour as its Chief Experience Officer and Chief Digital Officer, where he was responsible for Under Armour’s direct-to-consumer business. Paul currently serves on the board of MyFitnessPal. He is a proud U.S. Army veteran.

  • Ed Goetz
    VP & CSO
    Exelon Corporation

    Ed joined Exelon in August 2009 and has responsibility for Cyber and Physical Security, as well as Business Continuity across the enterprise.  In this capacity, he was a contributing author to the 2011 National Infrastructure Advisory Council Study on Resilience.  Prior to joining Exelon, he was the COO of I2S, Inc., a services company whose clients included U.S. Intelligence Community agencies from 2007-2009.  During his 20-plus-year tenure with the FBI as a Special Agent, Ed was detailed to the CIA’s Counterterrorism Center and led the CIA Team in the response to the August 7th, 1998, bombing of the U.S. Embassy Nairobi, Kenya.  He was chief of the FBI’s Legal Attaché Office in Germany from 2000-2005 and was instrumental in the 9-11 investigation of the Al-Qaeda terrorist cells in Germany.  Ed also established the FBI’s Baghdad Office in 2005.  Upon return to the U.S., he led FBI Baltimore’s Counterterrorism, Counterintelligence and Cyber Programs.  Prior to his retirement, he was Acting Chief of the Office of International Operations, FBI Headquarters, charged with responsibility for all FBI Overseas Offices.

  • Kristie Grinnell
    Senior Vice President and Chief Information Officer
    DXC Technology

    Kristie Grinnell is senior vice president and chief information officer (CIO) for DXC Technology.  She is responsible for leading business transformation including defining IT strategy for new digital capabilities, streamlining current operations and improving overall efficiencies and performance of DXC’s IT environment – all with the goal of enabling DXC to provide excellence and innovation to its customers worldwide. 

    Kristie previously served as global CIO and vice president for supply chain at General Dynamics Information Technology (GDIT).  There she led the transformation enterprise IT strategic plan and IT Shared Services center for customers, along with supply chain management.  Prior to that, Kristie was director of planning and governance and director of client delivery enablement for Computer Sciences Corporation (CSC), a predecessor of DXC. 

    Her career in professional IT leadership spans more than 20 years.  Kristie has led four major IT transformations while overseeing changes to enterprise-wide technology, cyber and risk management, culture skills and behaviors.  Before joining CSC, she served as CIO, chief of staff and global IT strategy executive for PricewaterhouseCoopers. 

    Kristie serves as chair of the Capital CIO Advisory Board and is a member of STEMforHER Advisory Board.  A strong supporter of academic STEM programs for young women, she is a recipient of the 2018 Women in Technology STEM Leadership award, Washington Business Journal’s 2020 Women Who Mean Business Award, a 2020 Capital CIO of the Year ORBIE Award Winner and a 2021 National CIO of the Year ORBIE Award Winner. 

    Kristie earned her BS in Mechanical Engineering from the University of Pittsburgh and holds an MBA from Cornell University’s Johnson Graduate School of Management.  

  • Elizabeth Hackenson
    Schneider Electric

    Elizabeth Hackenson previously served as Chief Information Officer and Senior Vice President of Technology and Services at The AES Corporation. Headquartered in Arlington, Virginia, AES is a Fortune 200 company that generates and distributes electric power in 17 countries.

    Ms. Hackenson was s a member of the executive leadership team who is responsible for corporate strategy and allocation of capital.  In addition, the office of technology reports to her as well as a number of technology teams such as AES’ energy storage, global information technology and cybersecurity.  She is also responsible for AES’ insurance programs, internal audit and is a board member of several AES companies including Dayton Power & Light in Ohio and AES Chivor in Colombia.

    Ms. Hackenson is the former senior vice president and CIO at Alcatel-Lucent, where she was responsible for the operations of the company’s information and communications systems and e-business platforms. Prior to joining Alcatel-Lucent in April of 2006, she held the position of executive vice president and chief information officer for MCI. In this position, she employed innovative approaches to create a business-focused IT organization, and was responsible for the company’s internal systems as well as systems supporting product development.

    In 2014, Ms. Hackenson was inducted into the CIO Hall of Fame and her team has won numerous IT and cybersecurity awards. In 2005, Computer World named Ms. Hackenson one of its top 100 premier IT leaders. The Washington Post named her one of the top 200 female executives and Information Week ranked the department she led as one of the top 100 for IT leadership. Her corporate tenure has spanned several Fortune 100 companies including British Telecom (Concert), AOL (UUNET) and EDS. She served in a variety of senior management positions, working in the delivery of information technology services to support business needs across corporate-wide enterprises.

    Ms. Hackenson is a Strategic Advisor to the Paladin Group, a board member of the Greater Washington Board of Trade and Red Five Security.

    Ms. Hackenson earned her degree from New York State University.

  • Robert Lux
    EVP & COO
    Cenlar FSB

    Mr. Lux brings more than 30 years of experience in Information Technology and 20 years of experience in Financial Services to his position at Cenlar. He is responsible for providing overall technology strategy and oversight of Cenlar’s Information Systems to all areas of the company. Prior to joining Cenlar, Rob worked at Freddie Mac as EVP, Chief Information Officer, where he managed all IT systems, performed IT legacy remediation, and performed regulatory oversight. He earned a Bachelor of Science degree from Drexel University, and a Master of Science degree in Engineering from the University of Pennsylvania.

  • Joe Malfesi
    Former VP, Operations
    Transaction Network Services, Inc.

    Joe Malfesi was Vice President, Infrastructure Services at Transaction Network Systems, Inc. (TNS), a global provider of data communications and interoperability solutions. With a presence in over 60 countries, Mr. Malfesi utilizes his extensive experience in both information technology and business line management to ensure non-stop availability of the infrastructure. Prior to joining TNS, Mr. Malfesi was the Chief Technology Operations Officer at Amtrak where he was named by the Maryland/D.C. Technology Council as the 2011 IT Executive of the Year-Government for his management of a major infrastructure improvement program relocating data centers and changing network providers while supporting the concurrent rollout of “Big Bang” SAP and the introduction of eTicketing.

    In 1989 Mr. Malfesi joined Hughes Network Systems (HNS) as the senior information technology officer where he blueprinted the system architecture that supported a 600% revenue growth. His last role at HNS was as Chief Technology Officer, focusing on evaluating emerging technologies, developing roadmaps, reducing infrastructure costs and leading the development for business continuity and information security strategies. Mr. Malfesi has also held management positions at a computer manufacturer, a health care services company, and an appliance distributor.

    Mr. Malfesi graduated from Fordham University with a B.S. in Marketing Management. He also holds an M.B.A. from New York University with concentrations in Computer Applications and Accounting. He is board Certified in Production and Inventory Management (CPIM) and was named to the International Who’s Who of Information Technology in 1998. Mr. Malfesi has been an active member of the Society for Information Management (SIM) for over twenty years and is currently the Chairman of the Capital Area Chapter and a member of the Advanced Practices Council. He has been a guest speaker at the Robert H. Smith School of Business CIO Forum, SAP Admin & Infrastructure Conference and a judge at the annual American University Kogod Case Competition since 2005.

  • Shamim Mohammad
    EVP, Chief Information & Technology Officer
    Board Director

    Shamim Mohammad is the Executive Vice President, Chief Information and Technology Officer at Richmond-based CarMax, the nation’s largest retailer of used cars. He leads CarMax’s technology organization and is responsible for the strategic use of technology throughout the company. He reports directly to CarMax’s CEO and is a key member of the senior executive team.

    CarMax is a high-integrity customer experience company known for disrupting the automotive industry by providing customers the transparent and no-haggle experience they deserve. CarMax is disrupting the industry a second time: through technology-fueled experiences and by empowering customers to buy a car on their terms, whether that’s completely from home, in store, or a seamless combination of both. Shamim and his teams have been instrumental in CarMax’s digital transformation in all areas of the business, including bringing a true omni-channel experience to CarMax customers, developing world-class supply chain capabilities and leveraging machine learning and artificial intelligence to power the business. As a culture ambassador, Shamim is particularly proud of CarMax’s recognition as one of Fortune Magazine’s 100 Best Companies to Work For®, sixteen years in a row.

    Shamim serves on the Board for the YMCA of Greater Richmond, which serves 225,000+ people across 17 locations. He also serves on the advisory boards of RVATech, CodeRVA and the VCU Information Systems department. Shamim previously served on the boards of the National Kidney Foundation (Dallas), the Society for Information Management (Dallas and Boston) and the Institute of Management Accountants (Dallas).


    Shamim is a sought-after thought leader and speaker, and his work has been referenced in some of the top media outlets. Shamim has been recognized for leadership and excellence in technology. In 2020, MIT Sloan selected Shamim as the recipient of the highly respected CIO Leadership Award, which recognizes CIOs who lead their organizations to deliver exemplary levels of business value through the innovative use of technology. In 2019, Shamim was recognized as the Capital CIO of the Year by the Capital CIO Leadership Association. The UVA’s McIntire School honored Shamim with the Technology Leader award in 2019. Finally, in 2017, CarMax was recognized as one of the CIO Magazine’s Top 100 companies for innovative use of technology to drive business value.

    Shamim earned his MBA from Northwestern University (Kellogg). He received his BS in Computer Science from Angelo State University. He is a registered CPA in Illinois.

    A father of two college girls, Shamim enjoys travel, golf, and is passionate about improving health and education access in the United States and around the world. 



  • 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.

  • Bob Osborn
    Chief Technology Officer - Federal

    Bob Osborn is Chief Technology Officer-Federal for ServiceNow.  Bob is an accomplished senior executive who has held many high level IT leadership positions, including Director of Logistics IT for the U.S. Army G4, Deputy J6/CIO for U.S. Transportation Command, Deputy CIO at the Department of Energy’s National Renewable Energy Laboratory, and CIO of the National Nuclear Security Administration. He has led major IT and organizational transformations throughout his career and is a thought leader recognized across the public sector market.  As a user of ServiceNow, Bob led ITIL based Enterprise Service Management standardization within the Department of Energy.  Bob also served as a United States Marine Corps officer for 27 years.

  • Terry Owens
    Honeywell - Federal Manufacturing and Technologies

    Terry A. Owens became the Congressional Budget Office (CBO) Chief Information Officer in June 2014.  He serves as the principle IT Advisor for the organization, tasked with directing the agency’s IT functions, programs, and initiatives—including strategic, capital, and operational plans.  As the leader of Information Resource Management, he is responsible the management and support of the agencies technical resources and services, including application development, information security, network management, data center operation, architecture and infrastructure design, storage and email services, telecommunication, virtual technology and help desk operations. Before he came to CBO, Terry served as IT Director for the Georgia Department of Correction – Georgia Correctional Industries.  He was responsible for management and support of IT infrastructure and application software, as well as project design, configuration management/maintenance, disaster backup recovery and enterprise security performances and help desk.  In his previous position, he served as an Active Duty Lieutenant Colonel in the capacity of Director, Systems Automation and Communication for the United States Army; he was responsible for the planning, design, configuration, analysis, integrating of First U.S. Army IT Infrastructures of multi-servers network environment, data systems, desktops/printers and Video Tele-Conference Suites installations, supporting over 21,000 personnel within 17 states across the United States.  He holds a BS degree in Computer Information Systems from Grambling State University.  He is a 23 year (Retired Lieutenant Colonel) Army Military Veteran.  

  • Barry Sloane
    President & CEO
    Newtek Business Services Corp.

    Mr. Sloane is the President, Chairman and CEO of Newtek Business Services Corp. (NASDAQ:NEWT)

    Newtek is an internally managed Business Development Corporation which has portfolio companies that provide a wide range of solutions to business owners across the United States.  Barry Sloane founded Newtek in 1998 and currently serves as the CEO of all of Newtek’s portfolio companies which offerBusiness LendingElectronic Payment Processing,  Managed Technology Solutions (Cloud Computing)eCommerceAccounts Receivable FinancingInsurance ServicesWeb ServicesData Backup, Storage and Retrieval and Payroll.

    Publically traded since September 2000, Newtek has provided state-of-the-art, cost-efficient products and services and efficient business strategies to over 100,000 SMB accounts across all 50 States.

  • Tony Summerlin
    Special Advisor to the CIO
    Federal Communications Commission

    Tony is a veteran of financial services (corporate and investment banking), Information Technology, Start-ups, Turn-Arounds, Fortune 500 management positions,  consulting and government with experience ranging from;  Marketing and Sales ($400M P&L), Audit , Policy and Cyber Security. Experience ranges from; EMEA, (Europe, Middle East and Africa), Marketing and Sales Management of a Fortune 500 company based in London (UK), setting the strategy, (corporate, marketing and product), in taking companies public and placing them in the Gartner top quadrant. Delivered technology to build the first integrated Workflow and Document Management Company (sold more systems than FileNet).  Partnered in growing a management consulting company to 250 employees and $50M in sales, delivering a 30% net operating income. Served as the senior advisor to the CIO of the United States Government for 7 years winning the prestigious  Federal 100 Award* (3 times) for significant contributions made by a private sector employee assisting in the achievement of the President’s Management Agenda and key agency missions.

    Presently serving as the Special Advisor at the FCC. In this role responsibilities include developing strategies for process improvement and modernization of architectures and systems in support of the mission of the agency. The work includes assessing technologies and supporting acquisition efforts in support of modernization. Also, responsible for supporting budget and policy for legislative efforts and writing cyber policy and support documentation for FISMA and FOIA requests. Awarded the Federal 100 Award for the support provided.

    For three previous years served as the Senior Advisor to the Program Manager for Information Sharing within the Director of National Intelligence in coalescing and organizing components of the federal, state, local and private sectors in sharing key information to keep our country safe.  Assisted with complex legal and legislative issues inclusive of privacy protection and the rights of commercial sectors in maintaining and sharing information.  Built key relationships with industry stakeholders in the sharing of vital cyber and threat information both directly and through Fusion Centers. Frequently negotiated between the intelligence agencies, DHS and the private sector on key issues cyber and privacy issues.

    Cyber lead for the Congressional Commission on the Development of an R&D Roadmap for the Intelligence Community. The report from The National Commission for the Review of the Research and Development Programs for the United States Intelligence Community was submitted May of 2013.  Awarded the National Intelligence Meritorious Unit Citation in recognition of service to the Intelligence Community in July of 2013.

    Frequent lecturer in Cyber, with a focus on governance, policy, information sharing and regulatory issues. Addressed an Aspen Institute sponsored program as well as a BENS, Business Executives for National Security and in 2015, spoke as a guest at the launch of Oxford University’s Global Cyber Security Capacity Centre. Subject matter included in the presentations:

    1. devising cyber policy and cyber defense
    2. encouraging responsible cyber culture within society
    3. building cyber skills into the workforce and leadership
    4. creating effective legal and regulatory frameworks
    5. controlling risks through technology and processes

    As a contributor to the White House Cyber agenda for the past two administrations, assisted with both the NIST Cyber Framework and the writing of the FedRamp certification for cloud providers to government. Delivered the Line of Business Initiatives which is still used as a framework for the consolidation of services in the federal government. Participated in the writing of the HSPD-12 standard to provide uniform access to physical and digital assets. Authored the Federal CIO roadmap still used today as the defining document in federal CIO responsibilities.

    Also, in 2015, addressed a meeting of global cyber professionals at the Canadian Security Intelligence Service in Ottawa, Canada, a secret level meeting on Cyber-Conflict.  Conducted teaching and lecturer sessions at American University, George Washington University and the Senior Executive School for USG employees.

    A contributor to the top academic title of 2001, Pushing the Digital Frontier, [describes the on-coming flood of personalization technologies that can change the way business is conducted in the future],  and the 2003 The Power of One, “Gaining Business Value from Personalization Technologies”, [The burgeoning of the digital age as the primary conduit for all information, the prediction of big data as the driver for major changes in the way business is conducted], both published by Penn. State Press.

    A frequent lecturer at technology and business conferences including: Gartner; the IBM World-Wide Global Leadership Services Leadership Conference; the Intel Futures roadmap; The Conference Board and, the Accenture Technology Briefing Series, Microsoft Global Government, PEGA Digital Government Symposium, American University [Issues in grasping Personal and Corporate Cyber Security], George Washington University [Intelligence, acquisition and use, Cyber Policy Implications, Cyber Public vs Private Responsibility], the Smith School (University of Maryland) on Consulting to Governments.

    Served as board member of The Smeal School of Business, Enterprise Research Center, the Temple University MBA/MS speakers program, the Alliances Conference, The Conference Board and the ITAA briefing board. Voted leader of one of the world's most democratic workplaces by BLUE. Successfully led five technology companies taking two public and selling three others.

    Considered the go-to lead for complex issues including information sharing, cyber security and governance and policy issues both in and out of government. A past board member and contributor to INSA, executives in support of national security. Inventor of the e-State methodology to measure the digital state of and enterprise. Holder of 2 US Technology Patents - automated classification and electronic official record automation United States 7478088 and 6553365.

    MBA, Finance, Loyola College, 1984                      

    Degree, Overseas Development, University of Virginia, 1982

    B.A., Latin American Studies & Journalism, Univ. of North Carolina, Chapel Hill, 1976

    Personal of note – 2 National Amateur Steeplechase Championships (’03,’04)

    Holding a Top Secret/SCI Clearance/TKI

  • Susan Swart
    International Monetary Fund

    Susan Swart joined the IMF in 2012 as the Chief Information Officer (CIO) As CIO she is responsible for the provision of ICT services and leadership in the application of technology to the mission of the Fund. Prior to joining the IMF, Ms. Swart served as the CIO of the U.S. Department of State, where she was a senior member of the Foreign Service. She has 26 years of experience in the information management and technology field encompassing responsibility for knowledge management, IT customer service, IT infrastructure, corporate systems support, and applied information management training. Her career also included stints managing budget, human resources and general services, as well as assignments in Egypt, Venezuela, and Peru.

  • Bob Tapscott
    Management Consultant, the Tapscott Group
    The Blockchain Institute

    Mr. Tapscott is a recognized information technology strategist, CTO, Blockchain instructor, solution designer and speaker (for example):, Detroit, Toronto  Seoul   Denver

    with a diversified background in organizational creation and transformation. 

    He is a contributing research associate and author for the Blockchain Research Institute.    Bob, as a consultant and as an adviser to CIOs of some of the world’s largest companies has driven innovations from concept creation to market disruption, delivering millions in proven results, both above and below the line. As business moves from technology enabled to technology driven, Bob has taken innovation from inspiration to the art of the possible from London to New York to Silicon Valley.

    Bob has consulted on the intersection of strategy and emerging technologies to CEOs and CIOs for a variety of multinationals, including (most recently) VMware, DIRECTV, SAP, JPMorgan, Disney, Citi, BestBuy, and DIRECTV, on topics including security, Business Intelligence / Analytics, cloud computing, and social software.  He has advised SAP on how to deploy emerging technologies for greater market presence.  His recent efforts include creating the Social Enterprise, ITaaS / SaaS, Best Practices / Security, Analytics / BI, The Blockchain, Fintech, Cloud Computing, and Statistical Analytics.

    Bob was a critical part of the original design team for the predominate financial systems at Citi where he managed, designed, and implemented systems for services which included DDA accounts, foreign exchanges, loans and deposits, credit cards, mortgages as well as their associated derivatives and risk, all while synthesizing global requirements in Toronto, New York, Brussels and Sao Paulo.  The systems current manifestation is Oracle FLEXCUBE.  He has consulted to governments in three different countries on how to more fully engage their citizens.

    Bob’s extensive background in successfully developing and implementing disruptive strategies from concept through systems design and implementation includes the training, organizational restructuring, and workflow redesign required to deliver, measure and improve overall corporate performance and customer satisfaction.  His emphasis on metrics, cost-benefit analysis, post-implementation reviews, Software as a Service, and security are leading edge.  His strong analysis, communication, mathematical, and leadership skills and out of the box thinking have ensured his success as an agent of change for his pedigreed clients.   Bob’s background in high-risk systems from nuclear power reactor maintenance to Wall Street derivatives, to flying commercial aircraft by computer has emphasized the prudent mitigation of risk.

  • James Turgal
    Vice President

    James L. Turgal, Jr, was formerly Executive Assistant Director (EAD), Information and Technology Branch, entered on duty in March 1996 and was assigned to the Houston Division, working Organized Crime and Drug investigations.  Upon being promoted as a Supervisory Special Agent, he was assigned to FBI Headquarters, Office of General Counsel and the Counterterrorism Division, as the senior counsel for Domestic Terrorism Operations.

    In 2002, Jim was assigned to the Cincinnati Division as Chief Division Counsel, Media Spokesperson, and Supervisory Special Agent.  Four years later, he returned to FBI Headquarters to lead the Director’s Research Group. He later became the Assistant Special Agent in Charge of Administration at the Washington Field office. 

    In 2010, Jim was selected to serve as the Special Assistant to the Deputy Director, providing counsel on various national security, criminal, and administrative issues affecting the FBI.  One year later, he was designated Special Agent in Charge of the Phoenix Division, where he oversaw several high profile cases, including the shooting of U.S. Congresswoman Gabrielle Giffords.  In 2012, Jim returned to FBI Headquarters, as the Deputy Assistant Director of the Human Resources Division (HRD).

    In August 2013, Director Robert S. Mueller, III appointed Jim as the Assistant Director (AD) of the HRD.  During this time, he served as the AD and Human Resource Officer.

    On February 10, 2016, Director James B. Comey, Jr. announced the appointment of James L. Turgal, Jr., as the EAD of the Information and Technology Branch.

    Jim is also a FBI certified pilot.  

  • Gary Washington

    Gary Washington has with over 30 years of progressive experience providing analysis, strategic planning, and program leadership to various organizations. Foster positive view of organization operations by building strong coalitions with stakeholders. Experienced in leading change and people through high-profile transitions using expertise in business and political acumen. Demonstrated experience in successfully leading and managing large public and private sector organizations that administer complex rules-based benefits and services for a large group of customers. Technical expert and analyst on complex program issues. Very strong critical thinking, problem solving, research and liaison skills. Recognized for outstanding communication skills, flexibility, and keen political savvy, sense of humor and leadership abilities.

  • Debbie Wheeler
    Freddie Mac


7:00 AM - 8:00 AM  

Registration, Coffee and Networking

8:00 AM - 8:20 AM  

Welcome and Introduction

Robert Lux, EVP & CIO, Freddie Mac

Hunter Muller, President and CEO, HMG Strategy, LLC

8:20 AM - 9:00 AM  

EXECUTIVE PANEL: Summoning the Courage to Lead and Drive Innovation

Kevin Barnes, CIO & SVP, Ferguson Enterprises

Terry Owens, CIO, Congressional Budget Office, United States Congress

Barry Sloane, President & CEO, Newtek Business Services Corp.

Tony Summerlin, Special Advisor to the CIO, Federal Communications Commission

Gary Washington, CIO, USDA APHIS

Moderator: Hunter Muller, President and CEO, HMG Strategy, LLC

Leaders who build their skills on a strong foundation of courage have a significant advantage for successfully driving innovation to create value to their organization. Today’s CIO must be prepared to embrace strategic innovation while simplifying IT and bringing legacy operations and applications into the future. To accomplish this, the CIO must be strategically aligned with the CEO and the board.

This session will address the new and dynamic mindset a CIO must employ to lead with courage and drive innovation.

9:00 AM - 9:20 AM  

Coffee Break, Networking and Meet Our Partners

9:20 AM - 10:00 AM  

EXECUTIVE KEYNOTE: Accelerate Enterprise Velocity Through Service Integration

Bob Osborn,Chief Technology Officer - Federal, ServiceNow

Generating outcomes aligned to business strategy accelerates your enterprise. Who are the people making this happen? CIOs. They are definitive business leaders who drive strategies for growth, innovation and rich service experiences.What is holding you back from moving smarter and faster? In this session, Bob Osborn, Chief Technology Officer - Federal at ServiceNow will highlight how leading with services accelerates transformation.

10:00 AM - 10:20 AM  

Coffee Break, Networking and Meet Our Partners

10:20 AM - 11:00 AM  

EXECUTIVE PANEL: The Challenge of Enterprise Security Today and Into the Future

Introduction: Jon Wendroff, Comcast Business

Ed Goetz, VP & CSO, Exelon Corporation

Israel Martinez, Chairman & CEO, Axon Global

Matthew McCormack, CSO, EMC

James Turgal, Executive Assistant Director, Information and Technology Branch, FBI

Debbie Wheeler, CISO, Freddie Mac

Moderator: Aileen Alexander, Senior Client Partner - Co-Leader Global Cybersecurity Practice, Korn Ferry

Emerging and significant security concerns threaten the enterprise daily and are becoming more complex as you broaden the scope from internal, to supply chain, and out to the customer. Today's CISOs are expected not only to drive efficiency, transparency and strengthen information and network security, but also to implement the best technologies and practices to establish and maintain relationships with their customers. How can CISOs balance the demand for immediate, transparent access to information while maintaining security and privacy?

11:00 AM - 11:20 AM  

Coffee Break, Networking and Meet Our Partners

11:20 AM - 11:50 AM  

EXECUTIVE PANEL: Strategic Leadership in a World of Accelerated Change

Renee Arrington, Senior Vice President, Pearson Partners International, Inc.

Tom Berray, Managing Partner, Cabot Consultants

Mark Polansky, Senior Partner, CIO/IT Officers Practice, Korn Ferry

Moderator: Hunter Muller, President and CEO, HMG Strategy, LLC

Accelerated change in today’s markets requires a new range of performance from today’s CIO – including taking a starring role in the C-suite, becoming more customer-focused, adapting to new environments and leading innovation to create value by leveraging technologies in the new IT ecosystem model of this decade.In addition, recruiting, development and retention in the war for talent can be a huge challenge in today’s economic environment, particularly for global organizations.

11:50 AM - 12:00 PM  

Capital Area SIM News

Joe Malfesi, VP, Infrastructure Services, Transaction Network Services, Inc.

12:00 PM - 1:00 PM  


Welcome to Lunch! - A Message from Symantec

EXECUTIVE INTERVIEW: Visionary IT - Delivering a Differentiating Force

Hunter Muller, President and CEO, HMG Strategy, LLC will interview Bharat Amin, VP & CIO, Newport News Shipbuilding

1:00 PM - 1:30 PM  

EXECUTIVE BRIEFING: Going Exponential:Bottom-Up Transformations & Our Exponential Era Ahead

Tony Summerlin, Special Advisor to the CIO, Federal Communications Commission

Technology is rapidly changing our world, the 7 billion networked devices in 2013 will double 14 billion in 2015 to anywhere between 50 to 200 billion in 2020. The ability to work and collaborate securely anywhere, anytime, on any device will reshape public service. Greater transparency of activities and budgets within and outside institutions will enable choice architectures to increase effectiveness. We must ensure security and privacy are baked-in at code development level, testing from ground up and automating alerts. Legal code and digital code must work together, enabling more inclusive work across government workers, citizen-led contributions, and public private partnerships. Institutions must encourage and empower positive change agents on the inside to pioneer end-to-end innovation. Institutions must also open their data for greater public interaction, citizen-led remixing, and discussions. All together, these actions will transform Public Service to truly be “We the (Mobile, Data-Enabled, Collaborative) People” working to improve our world.

1:30 PM - 1:50 PM

Coffee Break, Networking and Meet Our Partners

1:50 PM - 2:30 PM  

EXECUTIVE PANEL: Women in IT Leading Global Organizations

Amy Doherty, SVP & CIO, AARP

Kristie Grinnell, CIO & VP IT, General Dynamics Information Technology

Elizabeth Hackenson, CIO and SVP of Technology and Services, The AES Corporation

Susan Swart, CIO, International Monetary Fund

Moderator: Joe Malfesi, VP, Infrastructure Services, Transaction Network Services, Inc.

Though women in IT only account for around 25% of IT leaders today, they are responsible for driving unprecedented value in large, global organizations. In fact, the companies that perform the best financially have the greatest amount of women in leadership roles.

This panel of successful women IT leaders from global organizations will share their leadership strategies and stories about driving and leading teams and technology in a hyper-competitive environment for women, and men.

2:30 PM - 2:50 PM  

Coffee Break, Networking and Meet Our Partners

2:50 PM - 3:30 PM  

EXECUTIVE KEYNOTE: Listen to Your Data - Lessons Learned Building a Data-Driven Business

Snehal Antani, CTO, Splunk

When I was a CIO in financial services, my CEO once asked, “Why are we making decisions on last month’s data, we should be running the business in real-time”. This shift in perspective served as the catalyst for fundamentally transforming how we operated as a company, enabling us to move at market speed, and operate as a disrupter, not be the disrupted.

3:30 PM - 3:50 PM  

Coffee Break, Networking and Meet Our Partners

3:50 PM - 4:20 PM  

EXECUTIVE INTERVIEW: The C-Suite Partnership – Critical Success Factor for the Digital Journey

Shamim Mohammad, Senior Vice President & CIO, CARMAX, The Auto Superstore

At CarMax, IT is a trusted partner, not just a service provider. This is clearly evident in the constant strong collaboration between CarMax’s CIO, CMO, COO, CEO, CFO and other senior leaders to ensure technology and innovation are integrated into every aspect of the business. This enables the ability to be nimble and leverage agile methodologies to create and transform an industry-leading, outstanding customer experience.

4:20 PM - 5:00 PM  

EXECUTIVE PANEL: The Future Role of the Technology Executive: Going Digital

Paul Fipps, CIO, Under Armour

Elizabeth Hackenson, CIO and SVP of Technology and Services, The AES Corporation

Robert Lux, EVP & CIO, Freddie Mac

Bob Tapscott, Management Consultant, The Tapscott Group

Moderator: Hunter Muller, President and CEO, HMG Strategy, LLC

Truly successful IT leaders are advancing the traditional CIO role by stepping up with bold, game-changing strategies for growing the business, creating value, dominating markets, and delivering innovation to a new generation of empowered and demanding customers. They are taking broader and more proactive roles in enterprise-level operational functions and shared services, forming business strategy and leading execution, and winning an increasing number of Board of Director seats.

This panel of IT executives will share their leadership, innovation and transformation strategies that have earned them recognition among the most successful IT leaders of today – and take a look ahead at what the future holds for technology executive.

5:00 PM - 6:00 PM  

Raffle Prize Drawings and Executive Networking Reception

Presenting Partners

  • ServiceNow

    ServiceNow makes work, work better for people. Our cloud-based platform and products streamline and simplify how work gets done.
  • Splunk

    Splunk Inc. (NASDAQ: SPLK) provides the leading software platform for real-time Operational Intelligence. Splunk® software and cloud services enable organizations to search, monitor, analyze and visualize machine-generated big data coming from websites, applications, servers, networks, sensors and mobile devices. More than 9,000 enterprises, government agencies, universities and service providers in over 100 countries use Splunk software to deepen business and customer understanding, mitigate cybersecurity risk, prevent fraud, improve service performance and reduce costs. Splunk products include Splunk® Enterprise, Splunk Cloud™, Splunk Storm®, Hunk®, Splunk Analytics for Hadoop and premium Splunk Apps.

Platinum Partners

  • Comcast Business

    Comcast Business provides a variety of enterprise solutions for network connectivity and managed services that enable large businesses to simplify the complexity of their network in the face of dynamic innovation. Comcast Business can design, build, implement and manage the custom network solutions required for today's large, distributed enterprises. With simple, secure and reliable managed solutions available nationwide, customers receive the cost competitive voice, data and support services they need in order to meet their strategic business objectives and gain the competitive edge. Our innovative and cost saving technologies will change the way you improve, adopt and support new technology today and into the future.
  • Newtek Business Services Corp.

    Since 1999, Newtek has provided state-of-the-art, cost-efficient products and services to over 100,000 SMB accounts across all 50 states to help them grow their sales, control their expenses and reduce their risk. Newtek’s products and services include: Business Lending, Electronic Payment Processing, Managed Technology Solutions (Cloud Computing), eCommerce, Accounts Receivable Financing, The Secure Gateway, Insurance Services, Web Services, Data Backup, Storage and Payroll.

Gold Partners

  • CenturyLink

    CenturyLink (NYSE: CTL) is a global communications, hosting, cloud and IT services company enabling millions of customers to transform their businesses and their lives through innovative technology solutions. CenturyLink offers network and data systems management, Big Data analytics and IT consulting, and operates more than 55 data centers in North America, Europe and Asia. The company provides broadband, voice, video, data and managed services over a robust 250,000-route-mile U.S. fiber network and a 300,000-route-mile international transport network.
  • Cloudera

    Cloudera delivers the modern platform for data management and analytics. The world’s leading organizations trust Cloudera to help solve their most challenging business problems with Cloudera Enterprise, the fastest, easiest, and most secure data platform built on Apache Hadoop and the latest open source technologies. Our customers can efficiently capture, store, process and analyze vast amounts of data, empowering them to use advanced analytics to drive business decisions quickly, flexibly, and at lower cost than has been possible before. To ensure our customers are successful, we offer comprehensive support, training, and professional services. Learn more at
  • Insight

    Insight Cloud + Data Center Transformation is a complete IT services and solution provider that helps organizations transform technology, operations, and service delivery to meet challenges and future-proof the business. As an independent integrator, we’re free to recommend the most appropriate solutions — across cloud, IT transformation, next-generation technology, and security.
  • EMC Consulting

    EMC Corporation is a global leader in enabling businesses and service providers to transform their operations and deliver IT as a service. Fundamental to this transformation is cloud computing. Through innovative products and services, EMC accelerates the journey to cloud computing, helping IT departments to store, manage, protect, and analyze their most valuable asset—information—in a more agile, trusted, and cost-efficient way.

  • Information Builders Inc.

    Information Builders provides the industry's most scalable software solutions for data management and analytics. We help organizations operationalize and monetize their data through insights that drive action. Our integrated platform for business intelligence (BI), analytics, data integration, and data quality, combined with our proven expertise, delivers value faster, with less risk. We believe data and analytics are the drivers of digital transformation, and we’re on a mission to help our customers capitalize on new opportunities in the connected world. Visit us at and follow us on Twitter at @infobldrs.
  • 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.

Supporting Partners

  • Workday, Inc.

    Workday is a leading provider of enterprise cloud applications for finance and human resources. Founded in 2005, Workday delivers financial management, human capital management, planning, and analytics applications designed for the world’s largest companies, educational institutions, and government agencies. Organizations ranging from medium-sized businesses to Fortune 50 enterprises have selected Workday.

Lunch Partners

  • Symantec

    Symantec Corporation (NASDAQ: SYMC) is the global leader in cybersecurity. Operating one of the world’s largest cyber intelligence networks, we see more threats, and protect more customers from the next generation of attacks. We help companies, governments and individuals secure their most important data wherever it lives

Strategic Partners

  • 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.
  • Russell Reynolds Associates

    Russell Reynolds Associates is a premier provider of senior-level executive search and assessment, serving clients globally for 40 years. We advise our clients on recruiting and retaining outstanding and impactful leaders, and help them mitigate the risks associated with senior level appointments. We are a private firm with 39 offices across North and South America, Europe and Asia/Pacific, covering all major business regions including Africa, Eastern Europe and Russia, the Middle East and the South Pacific. We leverage our collective expertise to identify and assess leaders who can support the growth and success of our client organizations. Our 300 experienced consultants are supported by a global research network We complete more than 2,000 assignments annually, across a broad range of industries and functional roles.
  • 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.
  • 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.
  • 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.

Association Partners

  • Society for Information Management

W Washington D.C.

515 15th St NW
Washington, D.C.


For more information contact us:

(203) 221-2702

The Strongest Executive Leadership Network

© 2022 HMG Strategy, LLC. All Rights Reserved.