In today’s fast-changing business landscape, it’s not your competitors that threaten your company’s survival. It’s your organization’s willingness and capacity to disrupt its existing business model or be disrupted. Because the CIO is at the center of the digital transformation journey she or he is uniquely positioned to deliver fearless leadership, fuse emerging technologies with process redesign and people skills, partner with the C-suite and board of directors, and successfully navigate the business into the future.
The courageous leadership traits needed to foster a culture of innovation and transformation on the path to genius will be the focal point of the 2018 Charlotte CIO Executive Leadership Summit.
Shoukat Ali Bhamani
VP, CIO & CDO
Schaeffler Group Americas
Chief Information Officer
EVP, CIO & CDO
SVP, CIO & CTO
President & CEO
SV & GM Foundational Data Services
EVP Chief Digital and Technology Officer
Former EVP & Chief Operating Officer
The Home Savings Bank
SVP, Head of IT
Arch Mortgage Insurance Company
Chief Information Officer
VP Technology Operations
Finance of America Holdings
Executive Security Consultant/CISO
The Halo Group, Inc.
Chief Technology Officer and Associate VP of IT
University of North Carolina System
Former Chief Security Officer, VP
SVP, Contact Center Analytics & Reporting/Workforce Planning
President of CrowdStrike Services and CSO
Faros Consulting Group
Chief Information Officer/Security Officer
Associate Vice President & CEO
Guilford Technical Community College
Head of Patient Services IT
Former FBI Special Agent and Senior Executive Advisor
Senior IT Executive
Ally Bank Consumer and Commercial Products
Former Chief Information Officer
Former Vice President of Business Technology
Industry Advisory to DHS Cyberstorm
US Department of Homeland Security
Certified Executive, Leadership & Career Coach
Paragon Coaching Group
SVP IT & Operations
Northwood Office, LLC
Executive Search Partners LLC
EVP & CIO
First Citizens Bank
Charlotte Area Technology Collaborative
Co-Founder & Managing Director
VP Enterprise Solutions & Support
Compass Group North America
Director of Enterprise Digital Solutions
Vice President, Architecture, Innovation and Cloud
RBC Bank US
IT Services Management Executive
Independent Director, Elevate Credit
CIO, PayPal (Retired)
SVP, Technology Business Management
Dr. Valerie Truesdale
Assistant Executive Director
AASA, The School Superintendents Association
wIT Management Consulting
Bryce Austin, CISM
Strategist & CEO
Bryce Austin is a leading voice on communication techniques with executive leadership on technology and cybersecurity issues. With over 10 years of experience as a CIO and CISO, Bryce has influenced the boards of companies in industries as diverse as financial services, retail, healthcare, technology and manufacturing industries. He founded TCE Strategy, which specializes in strategic consulting on technology and cybersecurity.
Bryce holds a CISM certification and is known as a thought leader, cybersecurity expert and nationally-recognized public speaker. He started his technology career on a Commodore PET computer and a cassette tape drive. Bryce is known for creating business value from technology opportunities, implementing technology security that promotes a positive end-user experience, and wearing t-shirts with clever jokes so obscure that they are often humorous only to himself.
Bryce received a bachelor’s degree in Chemistry from the University of Illinois. He, his wife and two young sons live in Lakeville, MN.
Fun fact: Bryce is a weekend high-speed track driver and coach at venues across the USA. He has over 15 years of experience, and has driven cars as diverse as an 85 horsepower Saturn to a 650 horsepower Porsche 911 Turbo. He has had over 100 students, none of whom have died while under his instruction.
VP IT & Digital - Strategy, M&A and Communications
Sealed Air Corporation
Director - Enterprise Risk Governance and Compliance Initiatives
Bank of America
Strategic and insightful leader with 20+ years of progressive experience in large complex financial institutions. As a collaborative business partner and change agent, Ravi advices on Compliance, Risk Management, Enterprise Data Governance, and Regulatory initiatives in Capital Markets space. He enjoys building/managing a team of SMEs that work across the organization using an approach that promotes out of the box thinking, forces innovative attitude and challenges status quo to pick the right solution. Ravi is currently evaluating use of Private/Permission-ed Distributed Ledger Technologies (Blockchain) to Simplify and Improve Governance, Risk and Compliance use cases in Capital Markets.
Blockchain Industry Participation:
Shoukat Ali Bhamani
VP, CIO & CDO
Schaeffler Group Americas
Shoukat Ali Bhamani is the Chief Information & Digital Officer (CIO & CDO) for the Schaeffler Group Americas, a global automotive, industrial & aerospace manufacturer with $3.2B revenue and 13,000 employees in Americas. Over the past 20 years, Shoukat has led several operational and strategic business functions to support a double digit growth in the manufacturing environment. This includes Strategic Planning, General Management, R&D, Program Management, Quality Systems, Continuous Improvement, Process Management and IT. His effective transformation leadership has successfully integrated the IT and business priorities via program management, roadmaps, goals, KPIs and strategic initiatives, across multiple platforms & business units, nationally & internationally. Resulting in a uniform SAP landscape region wide, measurable business improvements, increased sales opportunities, optimized business processes & supply chain, efficient technology & infrastructure, IT cost transparency, and a high performance IT team to support business growth & strategy. He has now taken over the responsibility of digital transformation and is in the process of prioritizing business needs, establishing talents and executing digital solutions.
His business experience includes 10+ years of successful customer relationships to manage key programs & business development to support a significant increase in market share and bottom line. His R&D contribution includes several new product development initiatives to meet the market challenges of new innovation and technology. His international experience includes major programs across multiple platforms & business units, including product development, manufacturing, investment, cost reduction & IT projects in US, Canada, Mexico, Japan & Germany. Shoukat received his Bachelor's (NED) and Master's (McGill) degrees in Mechanical Engineering, and an MBA from Case Western Reserve University. He lives in Fort Mill, SC with his wife and two children.
With over 30 years of technology and business experience working in high tech software companies, Bobby is an expert at applying technology to solve a diverse range of business challenges.
In the 90’s, as CTO for various organizations, Bobby worked to pioneer techniques for delivering education and training content via the Internet. Following up, he led the design and development of a set of SaaS-based collaboration and real-time communications tools. In the early 2000’s, Bobby worked for Adobe and Teradata, identifying and bringing to market document and data-centric solutions for organizations worldwide.
Bobby joined Informatica where his experience gives him a unique perspective on the application of Informatica technologies to the ever growing data challenges of Informatica’s customers.
Michael Del Priore
Michael Del Priore has over 25 years industry experience specializing in driving the innovative use of Information Technology in the Consumer Products and Pharmaceutical industries. Throughout his career he has consistently led large transformational initiatives in domestic and global settings where technology was deployed to drive business value.
Michael was previously Senior VP and CIO at Catalent Pharma Solutions where he was responsible for all aspects of information technology at the company. Michael led the development of a new Global IT strategy and launched a series of initiatives to leverage technology to drive company growth, derive efficiencies in the manufacturing and lab operations, and enhance interactions with customers and suppliers.
Immediately prior, he was VP, Global CIO at Church & Dwight where he also led the Global IT organization. During his tenure and C&D, he led the development of a new IT strategy that completely transformed the organization and how it leverages technology. Prior to Church & Dwight, Michael was Vice President and Global Head of Commercial Operations IT for Roche Pharma. In addition, Michael functioned as the Region Head for North America.
Before to joining Roche, Michael held a series of IT leadership roles in divisions of Philip Morris (Altria) where he provided IT leadership to corporate functions as well as international and domestic businesses. Michael launched his career as a Consultant at Andersen. Michael holds a BS degree in Management Information Systems and an MBA in Corporate Finance.
Founder and CEO
VP, Business and Supply Chain Systems
The Boeing Company
Lakshmi Eleswarpu leads Business & Supply Chain Systems and is driving Boeing’s second century strategy of systems and applications in the global supply chain, supplier management and corporate functions. She is responsible for Enterprise Supply Chain Systems and Corporate Business Systems (Finance, Human Resources, Legal, Government Relations, Boeing Capital Corporation, International Business and Shared Services Group) across Boeing Commercial Airplanes; Boeing Defense, Space & Security; and Boeing Global Services business units.
Eleswarpu also served in The Coca-Cola Company where she led global engineering and development for cloud, network and collaboration services. Previously, she held leadership positions in infrastructure technology systems and operations at British Telecom, Hewlett Packard and Procter & Gamble companies.
Eleswarpu graduated with a B.S. in electrical engineering from the University of Akron and is a member of Tau Beta Pi, Eta Kappa Nu and the Society of Women Engineers.
Head of Client Services Technology
Darrell is responsible for the design, development and implementation of technology solutions that underlie new services and capabilities supporting a fast, flawless, and simple experience for our 16,000 institutions, our more than 4 million plan participants and our internal associates.
Darrell brings to TIAA an outstanding record of digital transformation, innovation and delivery, having developed technology strategy, delivered transformational initiatives to achieve business outcomes, and enabled individual business lines to self-fund market-differentiating capabilities as a result of efficiency gains. He joined TIAA from Fidelity, where he spent 22 years in IT roles of increasing responsibility and most recently served as the Head of Technology Strategy & Planning. His notable accomplishments include establishing and implementing the enterprise-wide strategic direction for the IT organization, including the shift of $700 million of expense out of the existing IT cost base; leading the delivery of customer-oriented, integrated platforms and experiences across all areas of the company, while working closely with Fidelity’s executive leadership team.
Prior to joining Fidelity, Darrell worked at Keane, Inc., as a consultant and JR Medical Search as a programmer/analyst, he holds a BA in Computer Science with a minor in Mathematics from Villanova University. Darrell has been an active mentor in the Women’s Unlimited LEAD program and is a member of the advisory boards of the University of New Hampshire’s College of Engineering & Physical Sciences, SCRUM.ORG, the Waterville Valley Foundation and is the Treasurer of the Waterville Valley Historical Society.
SVP, Contact Center Analytics & Reporting/Workforce Planning
EVP, CIO & CDO
Marc was most recently Chief Information Officer at Sealed Air Corporation and led the global IT & Digital organization and Digital Delivery with the goal of designing and executing mission-critical business transformation programs.
Working in close coordination with Sealed Air divisions, R&D and other functions, he was key to articulating and driving Sealed Air’s digital strategy. This strategy led to new business opportunities and generated revenue growth by applying new, even disruptive, technology products, services and solutions to meet customers’ needs.
In addition to fueling innovation, Marc was responsible for Sealed Air’s IT systems and assets globally, and ensured that technologies align with the objectives and priorities of the business. He was also responsible for process improvement, automation and digital initiatives throughout the company to streamline operations and improve bottom-line profitability.
Under Marc’s leadership, state-of-the-art technology and processes, aligned with world-class talent, and enhancing customer support, intimacy and loyalty, leading to profitable growth.
In 2018, Marc received the Charlotte CIO of The Year® Orbie® Award in the Super Global category. Under his leadership, Sealed Air received the CIO 100 Award for exemplifying the highest level of operational and strategic excellence tied to innovative digital solutions. Marc has been named one of the Top Technology Executives to Watch by thought leadership research group, HMG Strategy.
With more than 20 years of IT leadership experience, Marc has worked in a variety of industries covering energy and environmental technology, biotechnology, international aerospace and defense, and government security. Throughout his career, he has successfully led all facets of IT, including largescale technology rollouts, implementing new business concepts and delivering innovative business solutions.
Marc sits on Advisory boards for the Global CIO Executive Summit, PTC, Insight Venture Management, FireMon and Nutanix. He is also a member of the CNBC Technology Executive Council. Marc has been published numerous times in technology and business journals.
Head of Patient Services IT
VP Business Development and Channel Sales
Marc is part of the Celonis leadership team and responsible for channel sales and business development in North America. He has several years of experience in advising tech clients and blue chip organizations on strategic topics and transformations as a corporate and financial advisor. He completed his undergraduate business education in the UK and his MBA at INSEAD in France and Singapore.
Michael LaVallee is a Managing Partner at Jobplex, Inc., a DHR International Company. Jobplex leads the recruiting industry in offering diversified search services for the emerging, next-generation executive, thereby complementing DHR International’s senior-level executive search practice. He brings over 35 years of retained executive search experience to his role with Jobplex. Prior to joining Jobplex, Michael led searches for his own boutique search firm, LaVallee & Associates, which he founded in 1986 in Winston-Salem, NC.
Michael has also spent time recruiting for other search firms, including Heidrick & Struggles and Coleman Lew & Associates. Michael was recruited to Heidrick & Struggles to help launch their Leaders Onlineprogram, focused on extending exceptional recruitment service to line-of-business executives seeking to build out strong, diverse teams. When it comes to searches, Michael brings a hands-on approach to his clients, ensuring the highest level of service, earning their respect as a trusted advisor and good business partner. His clients appreciate his responsiveness and high-touch communication throughout the process
Michael strives to find promotable candidates with high potential, that are a seamless fit for the culture of the company and the best possible choice for the role. To help clients make these decisions with confidence, he dives deep into research of the candidate pool, assesses behavioral patterns, and conducts in-depth 360-degree interviews with the management, colleagues, and direct reports of the candidate.
At LaVallee & Associates, Michael completed over 275 searches, servicing mid-cap, private equity, ESOP, hi-tech and Fortune 500 public companies. Michael is a generalist and has completed searches within many industries and roles, but his specialty has been finding Information Technology leaders, across all areas of the enterprise and IT functions. He has received industry recognition for his work in the Technology area and has been an invited speaker and panelist at Technology industry conferences and forums.
Michael was recruited to Jobplex to help grow the business, with focus on Advanced Technology, Industrial, Financial, and Marketing leaders. The Jobplex brand is excited to have Michael join the team.
Michael is a member of the Board of Advisors for the North Carolina Technology Association. Outside of work, Michael has been an active member of the Reynolda Rotary Club and Youth Soccer Coach.
He holds a BS in Business from Wake Forest University, where he was a two-year starter on the Football Team. Michael resides in Winston-Salem, NC with his wife, and has four grown children.
Ally Bank Consumer and Commercial Products
After searching long and far, it was clear there are no great comprehensive solutions to help bring manufacturers into the online world. As Noribachi's CIO, Mark was tasked to create online opportunities for the commercial LED lighting product line. This lead to a series of experiments and eventually engineering and developing the platform which has become Inxeption's platform. As a software engineer with over 30 years of industry and senior executive management experience, he continues to strive today to build cutting edge solutions and disrupt the software world. While at Noribachi, Mark was also responsible for their IOT device product line as well as all online corporate infrastructure.
Prior to Noribachi, Mark served as Senior Vice Products of Recommind and was responsible for Engineering, Product, Support and Cloud Services Delivery team for Recommind's eDiscovery products. While at Recommind, Mark oversaw and consistently grew Recommind's largest revenue division – OnDemand Services. Mark also led the worldwide Engineering and Product teams to advance from waterfall product development to sprint-based processes and eventually becoming a nimble DevOps organization.
Mark also served as Executive VP - Products and Services for Niku Corporation (product Clarity acquired by Computer Associates), a designer of enterprise IT project/portfolio management systems, where he led all product operations including early design, delivery, marketing, professional services and support. He continues to be excited by the large Clarity user community and enthusiastic customer base which has progressed over the years.
Mark was also a founding member of several high growth consumer startups specializing in cloud based video and music devices and services – Diba (information appliances), Listen.com/Rhapsody as well as CEO and the Founder of OneTrueMedia/Spotmixer.
Mark began his career working for a nearly a decade in the Oracle Database Kernel Development team specializing in high scalable and performant data systems, holds patents in Media Servers, Online Video serving and Information Appliance Architectures. He holds a B.S. in Computer Science from Northwestern University, Evanston, IL.
SVP IT & Operations
Northwood Office, LLC
Born and raised in Columbus Ohio, and alum of Miami University of Ohio (1999), Ted began his career with Westin Hotels and Resorts on Hilton Head Island, specializing in Finance. Over the next few years Ted transitioned into IT and helped open The Westin Savannah Harbor Resort. The next opportunity brought him to Charlotte, NC, where he led IT operations for the Westin Charlotte opening team, and remained on as Director of IT until 2006. During this time Ted completed the Wake Forest MBA program and (more importantly) met his wife, Julie. Ted then accepted an Area Director of IT role with Starwood – supporting all Starwood brands in South Florida and the Caribbean. In 2008, Ted joined Starwood’s New Builds and Transitions team and assisted in opening over 50 owned and managed hotels in the US, Caribbean and Canada. Most recently, Ted was a Portfolio Lead with Accenture supporting data management operations for a major financial client in Charlotte – leading a team of over 150 resources around the globe.
Currently Ted is the CIO and VP of IT for Bissell Companies and is responsible for IT and Operations strategy and execution for all Bissell entities.
Ted resides in South Charlotte with his wife Julie and his sons Henry (6yrs) and William “Bo” (4 yrs).
President & CEO
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 President and CEO of HMG Strategy, LLC, the largest independent, objective, transparent and collaborative executive network in the world. HMG focuses on innovation and breakthrough strategies for core, parallel and new markets while studying the most successful organizations eco-systems and platforms such as Amazon and Microsoft.
HMG Strategy is the provider of thought leadership and networking events for CIOs, CISOs, and senior technology executives. HMG Strategy offers a unique, integrated model for enabling C-level executives and their companies to draw upon courageous leadership to reimagine, reinvent, and rebuild their business models to attain the genius-level thinking required in today’s dynamic business landscape to achieve competitive advantage in the digital frontier.
Hunter's passion for the role of the technology executive in transforming the business is reflected in the 7 Pillars of Trust which embody HMG Strategy's unique business model.
Complementing HMG Strategy’s world-renowned events is HMGNextVentures, a venture capital accelerator aimed at helping connect CIOs with the most innovative technology companies and entrepreneurs from Silicon Valley to Tel Aviv. HMG Strategy also partners with the world’s leading venture capital firms, including Amplify Partners, Greylock Partners, Lightspeed Venture Partners, and Sequoia Capital. HMG Strategy connects CEOs, CIOs, and other C-level executives with startup technologies backed by the leading VCs to identify opportunities for innovation and business transformation.
Meanwhile, HMG Strategy’s award-winning Research Team advises the world’s technology companies such as Adobe, Nutanix, and Workday on branding, messaging, and Voice of the Customer strategies.
Hunter has published five that draw from his extensive business experience: The Transformational CIO (Wiley, March 2011), On Top of the Cloud (Wiley, January 2012), Leading the Epic Revolution (Wiley, September 2013) and The Big Shift in IT Leadership (Wiley, July 2015) and The CEO of Technology (Wiley, January 2018). Hunter is now working on his sixth book: 'Enterprise 2025', which is slated to be published in January 2020. As a result, Hunter’s unique position of knowing the thoughts, challenges, and opportunities of the IT Leader, he is asked to speak at a variety of venues such as IBM’s Cloud Expo and on TheStreet.com.
Hunter and HMG Strategy support a variety of charitable causes, including the American Cancer Society, Save the Children, and Year Up, and Hunter personally gives back his time and ideas as a member of the Executive Committee of the Fairfield/Westchester Chapter of the Society for Information Management.
An intrepid international athlete, Hunter is an ardent yacht racer, a world-class skier, and an extreme fitness guru. Hunter is passionate about ocean and mountain adventures and spending time with his sons, Chase and Brice.
Hunter earned a Bachelor of Science in the Babson College School of Management.
Executive Search Partners LLC
John W Murdock is Partner with Executive Search Partners, a nationwide search firm since 2002, specializing in senior Information Technology appointments. Murdock, like all ESP partners, distinctively draws on his thirty years of experience as a former IT executive and leader. Having successfully acquired, built, and delivered business enabling solutions and services to large multinational Insurance and Banking companies. Such as, CIO VP and Board member at GMAC Insurance; VP IT for First Union (Wells Fargo); VP IT for Huntington Bank; and President for Systems Task Group, Intl (Majesco).
Since Murdock "grew up" in IT, and then effectively transitioned to executive search, he understands what it takes at all levels with providing the best senior IT professionals to hiring executives.
Murdock is an active member of SIM Charlotte, providing leadership to the board, as Sponsorship chair, and as an advisor to SIM’s Members in Transition group. Recently he gathered commitments from thirty sponsors to contribute $80,000+ for Charlotte region STEM initiatives. Additionally, he serves as an Account Manager in the SE for SIM’s Regional Leadership Forum, widely known as SIM RLF.
John holds a Bachelor of Science in Computer Science from Michigan State University, attended various Business, IT and Executive Management programs throughout his career. … Yet his tenure as leader and manager of people processes and technology have provided his greatest lessons and accomplishments.
SVP, Advisor Experience & Design
Chris Paul is Senior Vice President for Advisor and Investor Experience at LPL Financial. In this role, he and his team are focused on designing seamless, integrated experiences that empower LPL advisors and engage end investors. Chris and team are responsible for product user experience and design, experience strategy, experience innovation, and advisor and investor research and insight.
Mr. Paul has over two decades of experience designing enterprise and consumer software solutions. Prior to joining LPL, Mr. Paul was Director, User Experience and Information Development for IBM’s Collaboration Services and Social Business division. At IBM, he led the award-winning product design efforts for Connections, WebSphere Portal, Sametime and SmartCloud, among others.
Chris holds 17 patents for software innovations and was named an IBM Master Inventor for his contributions to IBM intellectual property portfolio.
Mr. Paul is an expert in product and user experience design. He received his M.F.A. in Design from the Yale School of Art and his B.S. in Design from Eastern Michigan University. He lives in Waxhaw, NC with his wife, Danielle and two teenage children. In his spare time, Chris likes to abandon all modern technology by casting lead type and printing letterpress on a rebuilt 1964 Heidelberg Windmill.
Vice President of Enterprise Applications
Joe is a Global Vice President of IT & Digital at Sealed Air Corporation, leading the IT Business Development & Relationship Management function for the company. Joe and his team are responsible for bringing new technology solutions to the business in addition to managing the relationships between IT and the rest of the enterprise. Joe has over 25 years of experience across various industries including Telecom, REIT, Insurance, Consumer Goods, Manufacturing, and A & D. Prior to Sealed Air, Joe was the Divisional CIO for Heineken USA based out of White Plains, NY. In a short amount of time, he was able to turn the perception of IT there from order takers to strategic partners. Pre-Heineken, Joe was the VP and Regional CIO for EMEA for American Tower Corporation. He built a high performing IT organization in South Africa from the bottom up to support the fast growing region. In addition to creating an IT strategy for the region, he and his team implemented relevant technology in accelerated timeframes to enable the business to run and succeed in that market.
Joe started his career as an Engineer at United Technologies and has been a continuous improvement leader and project manager on the business side for many years prior to his shift to IT. This strong business foundation allows him to better align the right technology to the business challenges he faces as an IT leader. Joe has a B.S. in Mechanical Engineering from the University of Connecticut, a M.S. in Manufacturing Engineering from Boston University, and a M.S. in Management from RPI. He is also a certified Six Sigma Green Belt and Lean Practitioner.
President & CEO
Ouellette & Associates
Dan Roberts joined Ouellette & Associates Consulting, Inc. (O&A) in 1986, was named President of the firm in 1995, and in December 1999, he acquired the company.
He meets and strategizes with IT and business executives and their leadership teams across North America on issues relating to IT transformation and culture change, building the IT workforce of the 21st century, and marketing IT's value.
Dan is a contributing author of O&A's book titled Unleashing the Power of IT (Wiley, 2011). He has published numerous articles in industry journals and contributed to O&A's books titled, Leading IT Transformation, IT At Your Service, IT Internal Consulting, and How to Market the IT Department Internally.
Dan is a frequent speaker at IT industry and corporate events, including the CIO Forum & Executive IT Summit Series, national SIMposium, NERCOMP, and the Sports & Entertainment Alliance in Technology (SEAT).
Dan believes that there has never been a better time to be in the IT profession and that those IT professionals who reinvent themselves will thrive in this new environment. This will necessitate the development of a new mindset and skill set that ensures they are positioned as the consultative, client focused, marketing-savvy, and provider of choice.
As the leading provider of IT leadership and professional development services focusing on the "human side of technology," Dan is proud of O&A's long term partnerships with world class, Fortune 1000 clients across all industries including aerospace, financial services/insurance, healthcare, pharmaceutical, retail, utilities, as well as many governments and universities.
A graduate of the Whittemore School of Business and Economics at the University of New Hampshire, Dan and his wife Denise have two grown children, and reside near O&A's Bedford, NH headquarters.
Jim is a co-founder of QBRICS, a start-up focused on private blockchain solutions for business. He is the founder of GreenAppX and has 20 + years providing emerging technology services to the enterprise including executive positions with Progress Telecom, Jamcracker, PAETEC (acquired by Windstream) and LikeTelevision, an early pioneer in streaming video over the Internet.
Jim received his BA from California State University Northridge and lives in Charlotte with his wife Kelly.
SV & GM Foundational Data Services
Joe Topinka is a recognized game-changing career CIO, author, and executive coach. His ground-breaking book, IT Business Partnerships: A Field Guide, helps individuals and companies bridge the chasm between business stakeholders and IT Organizations to achieve exponential results. In 2013 Joe was voted CIO of the year by the Minneapolis/St. Paul Business Journal. Joe is the founder and chief coach of CIO Mentor, a consultancy where he is known for his pragmatic approach and delivering measurable results. He is Vice Chair of the BRM Institute’s Executive Council and CIO of SnapAV in Charlotte, North Carolina.
Alissa Tripp Farrow
VP, Staffing & Search
Global CIO, General Insurance IT
Suhas Yerra leads General Insurance IT for AIG globally to deliver strategic solutions that enable the business. Suhas has been with AIG since February 2016.
Before joining AIG, Suhas served as Senior Vice President and Senior Business Technology Executive for Wholesale Credit and Investment Banking at Bank of America Merrill Lynch. In this role, Suhas led technology strategy and delivery of digital channels, service/fulfillment tools, wholesale credit/loan accounting platforms, investment banker sales tools, and client onboarding automation.
Previously, Suhas was a Managing Director at TIAA-CREF. As Head of Digital Technology overseeing $900 billion in assets, he transformed digital channel capability serving individual and institutional customers across all business segments: pension, retirement, broker/dealer, mutual funds, hedge funds, 529 plans, retail banking, endowments, and life insurance.
Suhas spent six years at Putnam Investments prior to joining TIAA-CREF. Earlier in his career, he worked in application development, holding leadership roles at IBM Smarter Workforce (formerly Kenexa) and EA Engineering.
Suhas has a Master of Engineering degree from University of Maryland, College Park, and a Master of Business Administration from Duke University’s Fuqua School of Business.
EVP Chief Digital and Technology Officer
Angela Yochem is 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 deliver the world-class consumer capabilities, differentiating technologies, and advanced clinical solutions that allow 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.
February 13, 2018, 7:00 AM-4:30 PM
7:00 AM - 8:00 AM
Registration, Continental Breakfast and Networking
8:00 AM - 8:10 AM
Welcome and Introduction
Bryce Austin, Strategist & CEO, TCE Strategy
|8:10 AM - 8:30 AM||
EXECUTIVE BRIEFING: Lead, Innovate, Disrupt: Kim Stevenson, SVP, Products and Solutions, Lenovo Data Center Group, Lenovo
8:30 AM - 9:10 AM
EXECUTIVE PANEL: Lead, Reimagine, Reinvent: Driving a Culture of Genius for Success
Marc Hamer, Corporate VP, Digital and Global CIO, Sealed Air Corporation
Mark Moore, COO/Co-Founder, Inxeption
Kim Stevenson, SVP, Products and Solutions, Lenovo Data Center Group, Lenovo
Angela Yochem, EVP Chief Digital and Technology Officer, Novant Health
Moderator: Shoukat Ali Bhamani, CIO, CPO, & VP Digitalization, Schaeffler Group Americas
As companies accelerate with digital transformation initiatives, technology executives play a vital role in identifying top opportunities for leveraging technology to create new business models and reimagine the future state of the enterprise. This requires a new way of thinking to identify new market opportunities and how technology can be harnessed to drive innovation. This panel of technology executives will discuss their roles in leading digital transformation strategies along with how they can work with fellow members of the C-suite to ensure successful execution.
|9:10 AM - 9:30 AM||
Coffee Break, Networking and Meet Our Partners
|9:30 AM - 10:00 AM||
|10:00 AM - 10:30 AM||
EXECUTIVE KEYNOTE: From Five Days to Zero: Transforming the Enterprise to be Smart, Fast, and Simple
Marc Kinast, VP Business Development and Channel Sales, Celonis
Operational efficiency isn't a strategic competitive advantage; it is becoming a prerequisite for survival. Things that used to take weeks need to be done in seconds. Your customers expect a flawless experience, same day delivery, and services customized just for them. The survival of your organization in an ultra-competitive, fast-changing environment depends on whether your business can become smart, fast, and simple.
10:30 AM - 11:00 AM
Coffee Break, Networking and Meet Our Partners
|11:00 AM - 11:30 AM||
EXECUTIVE PANEL: Here's to the Crazy Ones
Bernice Dixon, Founder and CEO, Launchpad2x
Drew Lockhart, CIO, Ally Bank Consumer and Commercial Products
Jim Safran, Co-Founder, QBRICS, Inc.
Suhas Yerra, Global CIO, General Insurance IT, AIG
Moderator: Dan Roselli, Founder, QueenCity Fintech
As Steve Jobs called them, how do 'The Crazy Ones', the technology entrepreneurs, affect the world of corporate technology? Hear from some of the technology executives who have figured out how to turn the technology entrepreneurial Barbarians at the Gate into a strategic asset to be leveraged in their organization technology strategy. How do you find these mythical creatures and, more importantly, how do you use their passion and innovation to move your technology vision forward versus having the gates knocked down? As Steve said, "The only thing you can't do is ignore them, because they change things."
|11:30 AM - 12:00 PM||
EXECUTIVE PANEL: Beyond Leadership – What Makes a Technology Executive Successful
Alissa Tripp Farrow, VP Staffing & Search, Accrue Partners
Michael LaVallee, Managing Partner, LaVallee & Associates
John Murdock, Partner, Executive Search Partners LLC
Moderator: Bryce Austin, Strategist & CEO, TCE Strategy
Today’s technology executive plays a pivotal role in helping his or her organization respond to the forces of change to become a digital enterprise, no matter what business they are in. In essence, they serve as conductors to orchestrate the three pillars of organizational success – people, processes, and technology – and to draw upon their unique view of the enterprise to bring these elements into harmony. What are the skills and steps necessary to lead a successful digital transformation, develop collaboration with the C-suite and board, and fine-tune your personal brand to empower your career ascent?
This panel of top technology search executives will share valuable advice on what key attributes and strategies, beyond leadership, are making some technology executives more successful than others.
|12:00 PM - 1:00 PM||
SIM Charlotte News, Joe Topinka, CIO, SnapAv
1:00 PM - 1:40 PM
EXECUTIVE PANEL: Today's Hyper-Competitive Markets Demand Customer Excellence
Steve Ball, VP IT & Digital - Strategy, M&A and Communications, Sealed Air
Bobby Caudill, Director, Solutions, Informatica
Saleem Hussaini, Head of Patient Services IT, Biogen
Chris Paul, SVP, Advisor Experience & Design, LPL Financial
Moderator: Bryce Austin, Strategist & CEO, TCE Strategy
Thanks to their experiences with customer-obsessed companies such as Amazon and Zappos, customers expect great experiences from each company they do business with. But in order to provide customers with intuitive and seamless experiences, organizational leaders must ensure that customers are receiving consistent experiences across both physical and digital channels. In this session, technology executives will share best practices for providing a 360-degree omnichannel customer experience, along with recommendations to differentiate the brand and increase share of wallet.
1:40 PM - 2:10 PM
Coffee Break, Networking and Meet Our Partners
2:10 PM - 2:50 PM
EXECUTIVE PANEL: New Technologies - Driving Big Opportunities and a Competitive Edge
Ravindra Bandaru, Director - Enterprise Risk Governance and Compliance Initiatives, Bank of America
Misha Ghosh, GM/VP ADP Ventures - Big Data ADP, LLC
Ted Mueller, CIO & VP of Operations, Northwood Office, LLC
Moderator: Joe Topinka, CIO, SnapAv
In the new digital era, successful companies aren’t working harder – they’re working smarter. Intelligent enterprises are harnessing new technologies that include Internet of Things, artificial intelligence, machine learning, and data analytics to identify and act on new business opportunities, automate key facets of their operations, and boost organizational productivity.
This panel of executives will discuss advancements in technologies that are driving speed to market and a competitive edge.
2:50 PM - 3:00 PM
3:00 PM - 3:40 PM
EXECUTIVE PANEL: Lead Courageously as the CEO of Technology
Shoukat Ali Bhamani, CIO, CPO, & VP Digitalization, Schaeffler Group Americas
Lakshmi Eleswarpu, VP, Business and Supply Chain Systems, The Boeing Company
Darrell Fernandes, Head of Client Services Technologies, TIAA
Joe Topinka, CIO, SnapAV
Moderator: Dan Roberts, President & CEO, Ouellette & Associates
The most successful CIOs are seizing the opportunity to become the “CEO of Technology.” They are developing analytical models to create validated outcomes that can be used to map strategies, transformation, and increased revenue. This executive panel will share experiences of how courageous leadership can create value and generate new waves of business growth in the modern enterprise.
3:40 PM - 4:30 PM
Raffle Prizes and Executive Networking Reception
Celonis is the global leader in Process Mining, a breakthrough big-data analytics approach designed to optimize business processes and save valuable time and money. Our technology visually reconstructs your existing IT system data in real-time to provide total transparency, and leverages the latest machine learning algorithms to make proactive recommendations for process improvement. Our customers have cut operational process costs by up to 50%, eliminated costly bottlenecks, reduced throughput times, and empowered their staff to make the right decisions, consistently.https://www.celonis.com/
Digital transformation changes expectations: better service, faster delivery, with less cost. Businesses must transform to stay relevant and data holds the answers. As the world’s leader in Enterprise Cloud Data Management, we’re prepared to help you intelligently lead—in any sector, category or niche. Informatica provides you with the foresight to become more agile, realize new growth opportunities or create new inventions. With 100% focus on everything data, we offer the versatility needed to succeed. We invite you to explore all that Informatica has to offer—and unleash the power of data to drive your next intelligent disruption.https://www.informatica.com
Inxeption is a software application that allows product and services companies to promote their products online, sell product directly to their end customers and analyze their business through product creation. Inxeption will exponentially increase online sales, optimize advertising spend, and give insights into the types of products that should be created based on customer demand.https://www.inxeption.com/index.html
At the forefront of Talent Workforce Solutions, AccruePartners is your source for today’s top talent. Our proven business systems combined with an unwavering commitment elevates our practice to the forefront of the recruiting industry. With predictable precision, we deliver top-tier workforce solutions across the United States meeting the demands of a dynamic business environment for mid-size and large, Fortune 500 companies. Powered with insightful market intelligence and an unrivaled depth of expertise, we are positioned to provide clients, candidates and consultants with actionable results. Whether you have a local need or your search requires a national reach, our team of seasoned recruiters consistently delivers a match for every search.http://accruepartners.com/
Duo helps defend organizations against breaches through its easy and effective cloud-based Trusted Access product suite. The company verifies the identity of users, and the health of their devices, before granting them access to applications. Duo’s balance of security and usability has led them to be an enduring and trusted partner to thousands of customers world-wide, including Dresser-Rand, Etsy, Facebook, K-Swiss, Random House, Etsy, Yelp, Zillow, Paramount Pictures, and more. The Ann Arbor, Michigan-based company maintains offices in Austin, Texas; San Mateo, California; and London, and is backed by Benchmark, Geodesic Capital, Google Ventures, Index Ventures, Lead Edge Capital, Meritech Capital Partners, Radar Partners, Redpoint Ventures, True Ventures, and Workday.https://duo.com/
Nutanix makes datacenter infrastructure and clouds invisible, elevating IT to focus on the applications and services that power the business. The company’s Enterprise Cloud OS software converges private, public and distributed clouds, bringing one-click simplicity to infrastructure and application management. Nutanix Enterprise Cloud solutions integrate virtualization, storage, networking and security to power any application, at any scale – and are delivered as turnkey hyper converged infrastructure (HCI) appliances, software for popular server platforms, and innovative Xi Cloud Services.https://www.nutanix.com
Pure Storage helps customers build a better world with data. The Pure Storage Data Platform, powered by all-flash storage, offers a simpler, more effective, and more flexible solution for cloud infrastructure and data-rich applications like artificial intelligence, machine learning and big data analytics. With Satmetrix-certified NPS performance in the top 1% of B2B companies, Pure has an ever-expanding range of customers who are some of the happiest in the world.https://www.purestorage.com
Equinix, Inc. (Nasdaq: EQIX) connects the world’s leading businesses to their customers, employees and partners inside the most interconnected data centers. Equinix houses over 1,800+ network service providers; 2,900+ cloud service providers; 750+ content/digital media providers; and over 2,980+ enterprises – creating a global interconnection platform that physically and virtually interconnects its 200 data centers globally. Equinix enables customers to reach everywhere, interconnect everyone, and integrate everything, using an on-demand, dynamic, and scalable Interconnection Orientated Architecture ™. When customers choose Equinix as their digital business partner, the roadmap is simple: build here, and go anywhere.http://www.equinix.com/
Egon Zehnder was founded in 1964 with a distinctive vision and structure aimed at achieving two basic goals - to place our clients' interests first and to lead our profession in creating value for our clients through the assessment and recruitment of top-level management resources. The most fundamental expression of our client-first vision resides in our structure, which is unique to our profession. Our 390 consultants, operating from 63 wholly owned offices in 37 countries, are organized around a single-profit center partnership. This is designed to eliminate competitive barriers between our offices. It allows us to operate seamlessly when engagements call for us to mobilize across many offices in a country or a region. Large or small, local or global, our clients benefit from our structure by having access to our most relevant resources and relationships wherever they may reside. Underpinning this unique structure is our private ownership. We have chosen to operate our firm independent of any outside interests and are motivated solely by a desire to exceed our clients' expectations.http://www.egonzehnder.com
Heidrick & Struggles actively solves business problems for our clients every day. Through our Leadership Advisory framework, we help companies attract, develop and retain the world’s most talented individuals. For almost 60 years, we have focused on quality service and built strong leadership teams through our relationships with clients and individuals worldwide. Today, Heidrick & Struggles leadership experts operate from principal business centers in North America, Latin America, Europe, the Middle East, Africa and Asia Pacific.http://www.heidrick.com
At Korn Ferry, we design, build, attract and ignite talent. Since our inception, clients have trusted us to help recruit world-class leadership. Today, we are a single source for leadership and talent consulting services to empower businesses and leaders to reach their goals. Through our vision, research and tools across 80 offices and 3,700 employees, we convert potential into greatness. Our solutions range from executive recruitment and leadership development programs, to enterprise learning, succession planning, and recruitment process outsourcing (RPO). Organizations around the world trust Korn Ferry to manage their talent – a responsibility we meet every day with passion, expertise, integrity and results.https://www.kornferry.com
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.http://www.russellreynolds.com
Founded in 1956 and privately owned, Spencer Stuart is one of the world's leading executive search consulting firms. We are the advisor of choice among top companies seeking guidance and counsel on senior leadership needs. We have unrivalled access to leading executives around the world. Our clients range across industries, from the world's largest companies to medium-sized businesses and entrepreneurial start-ups. We operate out of 51 offices in 27 countries. Last year we conducted more than 4,000 assignments around the world. Our team of more than 300 consultants possesses a unique blend of professional search experience and industry expertise. Consultants are organized in practices and work in teams, often across international boundaries that maximize sector specialization and knowledge-sharing. These client service teams are supported by first-rate associates and researchers, and backed by state-of-the-art technology. We place quality at the center of everything we do and solicit candid feedback at every opportunity in order to continually improve our service to clients. We channel our knowledge and expertise into a wide range of publications for the benefit of existing and prospective clients.https://www.spencerstuart.com
Amplify Partners, an early-stage venture capital firm committed to redefining IT infrastructure, invests in technical entrepreneurs pursuing the multi-hundred-billion dollar Infrastructure 2.0 disruption. Amplify helps talented founders build valuable businesses by investing the right amount of early-stage capital and providing active company-building assistance. Amplify offers the unique combination of deep domain expertise, early-stage focus and a network of Venture AmplifiersTM to improve outcomes for infrastructure entrepreneurs.http://www.amplifypartners.com
Glynn Capital is focused on investments in leading private and public technology growth companies. We seek to be long-term investors in a limited number of excellent companies with world-class management teams, sustainable business models, and long-term growth potential.http://www.glynncapital.com/
Greylock Partners backs entrepreneurs who are building disruptive, market-transforming consumer and enterprise software companies. We invest in companies that define new markets, including Airbnb, AppDynamics, Cloudera, Docker, Dropbox, Facebook (Nasdaq: FB), LinkedIn (NYSE: LNKD), Medium, Nextdoor, Palo Alto Networks (NYSE: PANW) and Workday (NYSE: WDAY).http://www.greylock.com
Lightspeed Ventures is a global VC firm headquartered in Silicon Valley, with offices in India, Israel, and China. With over $7 billion under management, Lightspeed invests in both enterprise and consumer tech startups from early-stage to late-stage. With over 300 active startups in the portfolio, Lightspeed has invested in companies like Brocade, Informatica, Nutanix, AppDynamics, Mulesoft, zScaler, etc. Lightspeed has also created a CIO Innovation Advisory Network to connect forward-thinking IT leaders with Silicon Valley.http://lsvp.com
Sequoia is a venture firm with a 40+ year track record of partnering with daring entrepreneurs. Founded in 1972, we’ve been early business partners with many of technology’s biggest companies (Apple, Google, Oracle, Cisco, and more) along with many emerging leaders (WhatsApp, Palo Alto Networks, ServiceNow, FireEye, LinkedIn, Dropbox, Airbnb, etc).https://www.sequoiacap.com
The SIM Charlotte Region Chapter is the preeminent community of senior technology executives in the Carolinas centered in Charlotte. SIM Charlotte is where IT professionals connect, learn, and grow in order to lead. Relationship building, learning opportunities and community outreach in the form of STEM education are the three pillars of the organization. These three pillars combine to create a vibrant network that strengthens the entire region and contributes to the economic engine that powers Charlotte and the surrounding areas.https://chapter.simnet.org/charlotte/home
The Charlotte Area Technology Collaborative (CATC) brings together businesses, education, government and organizations to inspire and grow the advancement of a diverse and skilled technology pipeline. The Collaborative provides learning and growth opportunities for pre-professionals and professionals, promoting innovation and entrepreneurism, advancing the technology profession and fostering economic development.http://cltatc.org/
The North Carolina Technology Association (NCTA) is a not-for-profit trade association focused on advancing the state's tech industry. NCTA has 700+ member companies, organizations and institutions representing more than 200,000 North Carolina based employees. NCTA helps members grow regionally and compete globally in a myriad of ways with a focus on executive engagement, public affairs and knowledge workforce.http://www.nctechnology.org/
WITI (Women in Technology International) is committed to empowering innovators, inspiring future generations and building inclusive cultures, worldwide. WITI is redefining the way women and men collaborate to drive innovation and business growth and is helping corporate partners create and foster gender inclusive cultures. A leading authority of women in technology and business, WITI has been advocating and recognizing women's contributions in the industry for more than 30 years. The organization delivers leading edge programs and platforms for individuals and companies -- designed to empower professionals, boost competitiveness and cultivate partnerships, globally. WITI's ecosystem includes more than three million professionals, 60 networks and 300 partners, worldwide. To learn more, please visit witi.com.https://witi.com/
Ritz-Carlton Charlotte201 East Trade Street
Room rate is $339/night. This rate expires on January 12, 2018.
To book a room, please call 1-800-241-3333 and mention the CIO Executive Leadership Summit, or simply use this link 2018 CIO Executive Leadership Summit.
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:
- OR -
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) 221-2702 or email us at email@example.com.
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