As companies strive to better meet the needs and expectations of its customers, CIOs and technology executives play a critical role in identifying how advanced technologies such as artificial intelligence, Big Data, analytics, the Internet of Things, blockchain and cloud computing can be leveraged to enhance the customer experience, craft customer-focused business models and gain a competitive edge.
The innovative mindset and courageous leadership required to partner with the C-suite and board of directors to transform the business will be the focal point of the 2019 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
Former Director, Digital Products and Services
SVP, Head of IT
Arch Mortgage Insurance Company
Chief Information Officer
VP Technology Operations
Finance of America Holdings
Chief Technology Officer and Associate VP of IT
University of North Carolina System
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
Signature HealthCARE Services, LLC
Midrex Technologies, Inc.
Head of Patient Services IT
Former FBI Special Agent and Senior Executive Advisor
Director Global Indirect Center of Excellence
Senior IT Executive
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
Chief Technology Officer
Vice President, Technology
Vice President of Enterprise Applications
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
City of Rock Hill
Independent Director, Elevate Credit
CIO, PayPal (Retired)
SVP, Technology Business Management
wIT Management Consulting
VP, Digital Transformation Advisory
Hewlett Packard Enterprise
Scott Anderson is the Vice President of Global Cloud Advisory and Digital Transformation at Hewlett Packard Enterprise. In this role, Scott works to develop solutions for HPE customers that enable digital transformation in a Hybrid Cloud environment.
Scott brings a long career of experience to this role that provides our customers with the benefit of direct knowledge and a background in IT Transformation. In his most recent position as Vice President of Hybrid IT Transformation Solutions, Scott and his team developed solutions combining hardware, software and services from HPE as well as our partners to provide complete transformation options for HPE customers. Prior to that, Scott was Vice President in the Global IT Infrastructure and Operations (ITIO) organization at Hewlett Packard Enterprise, supporting both Hewlett Packard Enterprise and HP Inc. Scott’s organization was responsible for HPE’s own transformation journey from traditional IT to our current, multi-cloud, highly automated hybrid application platform.
Scott was also responsible for building and operating Hewlett Packard Enterprise’s compute facilities around the world including Hewlett Packard Enterprise’s large enterprise data centers in the US. This role included the HPE Data Center consolidation program associated with the transformation work. This consolidation effort successfully delivered on the promise of closing hundreds of data centers globally and reducing overall IT spend dramatically.
Scott joined HP in 1985, working in IT and Manufacturing for the Optoelectronics Division, part of the Components Group. Since that time he has held numerous roles around the company in data center services, telecommunications, software development, and business infrastructure management.
Most recently, Scott and his team played a key role in the separation of Hewlett Packard into Hewlett Packard Enterprise and HP Inc. Hosting Services delivered the infrastructure in support of the separation on time and with budget supporting the overall success of the Hewlett Packard separation effort.
Scott is based in Palo Alto.
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.
VP, Product Development and Quality, Data Center Group
Bev Crair is Vice President of the DCG Product Development and Quality organization. This team is responsible for designing and developing all the servers, storage systems, and networking systems sold by Lenovo’s Data Center Group. Bev joined the company in August 2017 following a successful tenure at Intel. While there, she held numerous VP/GM roles in the Data Center Group, the Internet of Things (IOT) Group and was creator and head of the Software Strategic Initiatives Group. Prior to Intel, Bev was vice president of DXi Engineering at Quantum Corporation, and held a variety of senior management and engineering positions at Burroughs (now Unisys), Cadence Design Systems, Cisco Systems, Educomp and Sun Microsystems (now Oracle). Her tenure at Sun included the honor of receiving the Sun Microsystems Leadership Award.
Bev holds a bachelor's degree in computer science and mathematics from the University of California, Santa Cruz, and an MBA from the Graziadio School of Business and Management at Pepperdine University. She is a Trustee of the UC Santa Cruz Foundation Board as well as a standing member of the Dean's Advisory Council at the UC Santa Cruz Baskin School of Engineering. Given her passion for Diversity and Inclusion, Bev is Lenovo’s Executive Sponsor for both Dress for Success and the Wake Tech Community College Work Based Learning Internship Program.
VP & Economist
Sr. Director - Salesforce, CRM, CPQ
SIM Charlotte President
Daidre Fanis joined M&S Consulting in June 2017 as Executive Director and Practice Leader. She has over 20+ years of IT leadership with both public and private companies of varying sizes and industries, and consulting.
Daidre began her career with Kraft General Foodservice where she advanced to several key positions focused on defining and implementing IT strategies, both internally and for clients. She then transitioned into telecommunications at a Charlotte-based start-up called US LEC which was later acquired by PAETEC Communications, and then ultimately Windstream. Throughout her tenure in telecommunications, Daidre led senior leadership positions with oversight of all IT enterprise business services, strategy and solutions delivery, including IT operational excellence, M&A due diligence and integrations, CRM & ERP transformations, robotics process automation solutions, and PMO. Daidre was also Sr. Director of IT at AvidXchange where she led strategies to implement & enable scalability and growth for the hyper-growth company by way of technology and IT service delivery optimization.
Throughout her career, she has been both a recipient and a leadership mentor in Mentee-Mentor programs helping to define and develop other IT professionals, and has held a seat on UNCC’s Women in Computing panel for mentoring women students within the program. She has also led employee culture, community foundation and wellness committees at each of her companies. Daidre was a winner of the Charlotte Business Journal 2016 Women in Business Achievement Award. She is passionate about supporting outreach and foundations such as STEAM, Women in Technology, Alzheimer’s Association and St. Jude Children’s Research Hospital.
Daidre holds a Bachelor of Science degree in Communications and Information Technology from the State University of New York, and a Master degree from Lynn University. She is also a graduate of the elite Society for Information Management (SIM) for senior IT professionals, and is current Vice President (and incoming President as of June 2019) of the Charlotte SIM Chapter.
Daidre and her family reside in the Lake Wylie area of Charlotte, NC.
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.
Global VP - IT & Digital Applications
Sealed Air Corporation
Results oriented technology executive experienced leading global teams across multiple IS/IT domains and industries at Fortune 500 companies. 20 years’ leadership experience focused on viewing IT from a business user point of view, understanding business needs, building strong relationships and aligning IT to support business strategic goals and roadmaps. Demonstrated experience in elevating and transforming IT from a support and cost center to revenue generating lever in business growth plans. Led large scale IS and digital transformation programs from ideation to execution, including business process engineering, software development, support and operations.
Proven Expertise In:
* IS/Digital Innovation & Transformation
* Large-Scale Enterprise & Solution Architecture
* SMAC Stack (Social, Mobile, Analytics & Cloud)
* Business Intelligence
* Enterprise Resource Planning (SAP)
* Omni-Channel Retail
* Consumer Experience & Engagement
* Agile & Dev Ops
* Budget Management/Cost Control
* Product Strategy & Program Mgmt
* Business Continuity Plan (DR)
SVP, Contact Center Analytics & Reporting/Workforce Planning
Ally Financial, Inc.
Keith Gordon is the Chief Information Security Officer for Ally Financial. In his previous role, he was the Information Security and Risk Management Executive for Ally where he was responsible for Strategy, Innovation and Security Architecture; Data and 3rd party Security, Cyber Analytics and User Behavior Analytics for Information Security as well as Enterprise Disaster Recovery & Business Continuity.
Prior, Gordon worked at Bank of America in Global Information Security where he held roles as the Business Information Security Officer as well as leading the Cyber Threat Intelligence and Customer Protection (CTICP) team. Gordon began his career with Bank of America in 2003 supporting Consumer Banking Technologies where his focus was technology risk, security and fraud. In 2010, Gordon was appointed the Security, Fraud and Identify executive where he developed and managed authentication, security strategies and product development for Consumer Banking. His teams led the effort to define and build the enterprise standards for application security, vulnerability management and compliance, resulting in the bank's Enterprise Cyber Security strategy.
Gordon left Bank of America in 2012 to take on a role as Enterprise Information Security and IT Risk Management executive at Capital One. He returned to Bank of America in August 2014 as the Business Information Security Officer.Keith graduated from Anderson University with a Bachelor of Arts degree in Marketing and Mathematics. He lives in Charlotte, North Carolina.
Jeremiah Grant serves as the Chief Information Security Officer at Novant Health where he leads a team who provides timely, actionable, and business-aligned cybersecurity products and services to enable corporate and clinical partners in achieving the healthcare system's vision of delivering remarkable patient care, one person at a time. Jeremiah has focused on cybersecurity challenges in the healthcare and public health sector for over 15 years.
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.
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
Harry D. Moseley brings to Zoom a blend of transformational leadership, disruptive innovation, and corporate growth strategies. As the former CIO & Managing Director for KPMG, Harry was responsible for technology and innovation to support the firm's competitive growth. Over five years he identified and replaced legacy technology to dramatically improve productivity, security, and reliability. Before joining KPMG, Harry served as CIO & Senior Managing Director - Partner for Blackstone, where he led the company's transformation to the world's best digital alternative asset manager. Prior to Blackstone, Harry was a Managing Director for Credit Suisse, where he served as the CIO of Global Investment Banking, and Global Co-Head of Application Development / Co-CIO of the firm. Before Credit Suisse, Harry served as CTO & Managing Director for UBS Americas.
Harry has been inducted into CIO Magazine's Hall of Fame, recognized as one of the world's top 100 CIOs by Computerworld, and honored by Irish Magazine as one of its Annual Wall Street 50. Harry is an Advisory Board Member of the New York Center for Dental Restorative Services, a Board Member of Rewards Network, a member of the Advisory Board of the New York City Chapter of the Leukemia & Lymphoma Society, and a sponsor of nPower. He is a former Board Member of Bi-Sam (since acquired by Factset), a former Advisor to Aquiline Capital Partners, and a former Board Member of iLevel Solutions (since acquired by Ipreo). He also led Blackstone's investment in Watchdox (since acquired by Blackberry).
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.
Digital Transformation Officer
Syntelli Solutions, Inc.
Over 25 years experience developing and demonstrating capabilities for building, maturing and managing technology, information security, and risk management programs in Fortune 250 companies. Proven senior-level experience in complex problem solving, analytical and decision making processes, cross-organization collaboration, planning, strategy, execution, using innovation to accomplish business goals, and candid leadership. Extensive knowledge of technology infrastructure, security, resiliency and risk management in domestic and global organizations.
Specialties: - CISA
- Experienced Board Member
- Speaker and Subject Matter Expert
- Patent Co-Applicant
- Experienced Participant - Industry Forums and Committees
- Hacking Exposed, Third Edition, 2001 - 2002. Selected to write the foreword for Hacking Exposed, one of the best selling international computer security publications, now in its Sixth Edition.
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.
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.
Co-Founder & Managing Director
SVP, Technology Business Management
Chris Terhune is the Senior Vice President for Technology Business Management for Business Technology Services at LPL Financial, the nation's largest independent broker-dealer based on total revenue. He is responsible for managing the project portfolio used to deliver the best technology solutions for LPL Financial advisors, partners and employees. Included within the scope of the portfolio is audit & technology risk, communications, financial management and resource management.
Technology at LPL Financial is driven by a commitment of continuous innovation to provide proprietary technology to almost 14,000 financial advisors and over 700 financial institutions. LPL's solutions are focused on efficiency, accuracy and informed advice. Advisors and institutions benefit from leading advisory and account servicing, robust trading functionality, integrated mobile solutions, a streamlined office suite to support digital delivery and advanced risk management capabilities.
Prior to joining LPL Financial in 2013, Mr. Terhune was director of production performance and testing for Dell Online, Dell’s ecommerce suite of applications and one of the largest ecommerce applications globally. Previous experience at Dell included leading application development for multiple manufacturing application suites.
Mr. Terhune also has experience managing and leading application development at Miller Industries, Frito-Lay and Mobil Oil.
Mr. Terhune has a Bachelor of Business Administration in computer information systems from Stephen F. Austin state university in Nacogdoches, Texas. He also has a Master of Business Administration degree from Southern Methodist University in Dallas, Texas.
Chief Digital Security Officer
American Tire Distributors
A high energy, experienced c-level security executive with expertise in leading global enterprise level vision, business solutions, and enterprise transformation initiatives. Key strengths include cultivating positive partnerships between the business and IT leaders along with building and transforming information security programs for various Fortune 100 companies.
Governance, IT Risk Management, & Compliance
Cyber Security, Threat Analytics, & Incident Response
Threat & Vulnerability Management
Security Architecture & Engineering
Identity & Access Management
Firewall & Network Security Management
Security Awareness & Education
Data Loss Prevention
Database Activity Monitoring
Certifications - CISSP-ISSMP, CRISC, CISM, & CISA
Marykay Wells is a visionary, goal-oriented CIO with proven success during the strategy and execution of large, global technology transformations. Marykay possesses a unique blend of digital, risk management and process transformation leadership gained from evaluating emerging technology and cost structures while delivering highly scalable digital products and services. An inspirational leader with success of building and leading global teams of 2000+ professionals and revenues from $1- 15B. She has a proven track record of building high performing teams by establishing customer first values. Marykay champions the adoption of future-state technologies and evangelizes diversity into the culture of the organization.
February 12, 2019, 7:30 AM-5:30 PM
Embassy Suites by Hilton Charlotte Ayrsley
7:30 AM - 8:30 AM
Registration, Continental Breakfast and Networking
8:30 AM - 8:50 AM
Welcome and Introduction
Hunter Muller, President and CEO, HMG Strategy
|8:50 AM - 9:10 AM||
HMG Lead, Innovate, Disrupt Tech Talk: Driving Culture Change at Sealed Air
|9:10 AM - 9:40 AM||
HMG Lead, Innovate, Disrupt Tech Talk: Communications and Collaboration
Harry Moseley,CIO, Zoom
Today’s high growth companies are changing the way they communicate, collaborate and get work done. Join this exclusive interview to understand why companies are throwing out traditional video conferencing services and adopting Zoom, the fastest growing app for enterprise. Harry will share his views on the future of work, video communications, team collaboration, office design, and how AI will be adopted to make meeting over video even better than meeting in person. Harry will also discuss Zoom's unique company culture of caring, building trust, and focusing on customer happiness and how this drives innovation and speed.
|9:40 AM - 10:00 AM||
HMG Lead, Innovate, Disrupt Tech Talk: Adapting to the Future-State Economy: Disrupt or Perish
In today’s highly disruptive times, technologies are driving massive wealth creation and new business models at an unprecedented pace. These macro-economic shifts are wreaking havoc on industry titans - more than half of the companies currently on the Fortune 500 list won't be there in 2025. This is prompting members of the boardroom and C-suite in forward-looking organizations to actively evaluate how advanced technologies such as AI, machine learning, robotic process automation (RPA) and analytics can create both incredible opportunities and risks. This session will address how macro-economic shifts and technology disruption are forcing executives to re-evaluate their current business models in their endeavors to help the enterprise innovate and survive.
|10:00 AM - 10:30 AM||
Coffee Break, Networking and Meet Our Partners
|10:30 AM - 11:00 AM||
EXECUTIVE KEYNOTE: A Perspective on Transformation
Transformation has become a need, not a want. CIOs have the opportunity to make great transformations, both in the effectiveness of their traditional role and in adding value in new ways. Success for IT organizations is no longer about ‘supporting the business’. CIOs must innovate while executing… must lead while taking direction from the businesses they support. They must be visionaries and tacticians all at once.
Bev Crair, Lenovo Data Center Group’s Vice President of Development and Quality, will share her vision of the enterprise IT environment in 2025. Encompassing technology, market and workforce trends, her analysis will illustrate where CIOs need to focus and innovate to lead their companies through transformation.
|11:00 AM - 11:30 AM||
Coffee Break, Networking and Meet Our Partners
11:30 AM - 12:10 PM
EXECUTIVE PANEL: New Technologies - Gaining an Inside Track on the Competition
Jason Brummett, VP Global Architecture & Digital Product Delivery, Sealed Air
Misha Ghosh, GM/VP ADP Ventures - Big Data, ADP, LLC
Chris Terhune, SVP, Technology Business Management, LPL Financial
Moderator: Shoukat Ali Bhamani, VP, CIO & CDO, Schaeffler Group Americas
Rapid technological change represents both threats and opportunities for businesses. Advanced technologies such as artificial intelligence, machine learning, data analytics and the Internet of Things can enable business leaders to identify and act on emerging customer and market trends and to drive operational efficiencies. This panel of executives will share use cases for advanced technologies that are enabling competitive differentiation and speed to market.
|12:10 PM - 1:30 PM||
SIM Charlotte and SIM Women News - Pete Murphy, Digital Transformation Officer, Syntelli Solutions, Inc.
|1:30 PM - 2:10 PM||
EXECUTIVE PANEL: Accelerating Your Career Ascent: Crafting Your Personal Brand as a Talent Magnet
Daidre Fanis, Sr. Director & Practice Leader, Salesforce, CRM, CPQ Practice, MS Consulting and VP, SIM Charlotte
Michael LaVallee, Managing Partner, LaVallee & Associates
John Murdock, Partner, Executive Search Partners LLC
Moderator: Hunter Muller, President and CEO, HMG Strategy
Forward-thinking technology executives devote the time and energy needed to extend their personal brands via public speaking, media interviews and other forms of professional promotion. Doing so enables technology leaders to power their career progression while positioning themselves to attract coveted IT and digital talent. This panel of top technology search executives and practitioners will share priceless insights into the steps that top-tier technology executives are taking to trademark themselves, to recruit and retain sought-after talent and to become boardroom ready.
2:10 PM - 2:40 PM
EXECUTIVE KEYNOTE: The Culture of Digital Transformation
Scott Anderson, VP, Global Cloud Advisory and Digital Transformation, Hewlett Packard Enterprise
Digital transformation is changing our understanding of how we conduct business. Business in the digital age demands constant access to data which requires IT to change the style and speed by which we deliver services. We can no longer be the “department of no”. Our people and organizations need to transform along with the transformed methods by which we deliver IT.
Learn from the successes and failures in digital and cultural transformation that I have been involved with! Get some great ideas on how to enable your IT organization to succeed in a transformed world.
2:40 PM - 3:10 PM
Coffee Break, Networking and Meet Our Partners
3:10 PM - 3:50 PM
EXECUTIVE PANEL: Enabling Innovation in the Secure Enterprise
Keith Gordon, CISO, Ally Financial, Inc.
Jeremiah Grant, CISO, Novant Health
Cyrus Pinto, Enterprise Partnerships, Greylock Partners
Kimberly Trapani, Chief Digital Security Officer, American Tire Distributors
Moderator: Dan Roselli, Co-Founder & Managing Director, QCFintech
Securing the enterprise has become more difficult in these unprecedented times of escalating risk. In today’s global cyber theater, enterprise risks are accelerating at an extraordinary rate, including nation-state backed initiatives. This session will deliver straight talk around mitigation strategies and advanced threat protection approaches that are working today while positioning the enterprise for agility and innovation.
3:50 PM - 4:00 PM
4:00 PM - 4:40 PM
EXECUTIVE PANEL: Scaling the 7 C’s: Customer Centricity from the Inside Out
Darrell Fernandes, Head of Client Services Technology, TIAA
Chris Paul, SVP, Advisor Experience & Design, LPL Financial
Marykay Wells, CIO, Pearson
Moderator: Dan Roberts, President and CEO, Ouellette & Associates
Virgin entrepreneur Richard Branson builds his iconic customer-centric companies with an “employees first, customers second, shareholders third mindset.” At a time when words like “disruption,” “transformation,” “automation,” and “modernization” grab the headlines, this highly engaging session will highlight the secret sauce that seasons a business-impacting, customer-centric culture from the inside out. This panel of top-tier technology executives will showcase innovative leaders and companies that are winning the talent war with a high “TQ” and differentiated workforce strategy.
4:40 PM - 5:30 PM
Raffle Prizes and Executive Networking Reception
Hewlett Packard Enterprise is an industry leading technology company that enables customers to go further, faster. With the industry’s most comprehensive portfolio, spanning the cloud to the data center to workplace applications, our technology and services help customers around the world make IT more efficient, more productive and more secure.https://www.hpe.com/us/en/home.html
Lenovo (HKSE: 992) (ADR: LNVGY) is a US$45 billion Fortune 500 company and a global technology leader in driving Intelligent Transformation through smart devices and infrastructure that create the best user experience. Lenovo manufactures one of the world’s widest portfolio of connected products, including smartphones (Motorola), tablets, PCs (ThinkPad, Yoga, Lenovo Legion) and workstations as well as AR/VR devices and smart home/office solutions. Lenovo’s data center solutions (ThinkSystem, ThinkAgile) are creating the capacity and computing power for the connections that are changing business and society. Lenovo works to inspire the different in everyone and build a smarter future where everyone thrives. | 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.http://www.lenovo.com/
Zoom is the leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio conferencing, chat, and webinars across mobile, desktop, and room systems. Zoom Rooms is the original software-based conference room solution used around the world in board, conference, huddle, and training rooms, as well as executive offices and classrooms. Founded in 2011, Zoom helps businesses and organizations bring their teams together in a frictionless environment to get more done.https://zoom.us
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/
Info-Tech Research Group was established in 1997 and is currently the world’s fastest growing and most innovative information technology research and advisory company, proudly serving over 35,000 IT professionals. We produce unbiased and highly relevant IT research to help CIOs and IT leaders make strategic, timely, and well informed decisions. Focused on providing practical research solutions to help IT professionals implement key projects and build core processes we partner closely with IT teams to provide everything they need from actionable tools to analyst guidance. Info Tech helps CIOs and their teams drive measurable results and enhanced decision making through our data driven approach evolving the value of IT to their organization.
LG Electronics USA provides an innovative IT commercial portfolio, including premium 4K UHD, In-Plane Switching, UltraWide, Zero Client and LED Desktop Monitors and LG’s Medical Monitors. LG’s IT products deliver uncompromised display quality with outstanding resolution, professional functionality powered by a superior IPS panel and additional technologies designed to meet the needs across diverse businesses, such as labs, classrooms and offices. LG’s superior IT commercial portfolio provides organizations and businesses with the power to harness speed, efficiency, security and performance with simplicity and ease.https://www.lg.com/us
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
Red Hat is the world’s leading provider of enterprise open source software solutions, using a community-powered approach to deliver reliable and high-performing Linux, hybrid cloud, container, and Kubernetes technologies. Red Hat helps customers develop cloud-native applications, integrate existing and new IT applications, and automate and manage complex environments. A trusted adviser to the Fortune 500, Red Hat provides award-winning support, training, and consulting services that bring the benefits of open innovation to any industry. Red Hat is a connective hub in a global network of enterprises, partners, and communities, helping organizations grow, transform, and prepare for the digital future.https://www.redhat.com/en
Rubrik delivers a single software platform to manage and protect data in the cloud, at the edge, and on-premises. Enterprises choose Rubrik’s Cloud Data Management software to simplify backup and recovery, accelerate cloud adoption, and enable automation at scale. As organizations of all sizes adopt cloud-first policies, they rely on Rubrik’s Polaris SaaS platform to unify data for security, governance, and compliance.https://www.rubrik.com/
Zerto helps customers accelerate IT transformation by eliminating the risk and complexity of modernization and cloud adoption. By replacing multiple legacy solutions with a single IT Resilience Platform, Zerto is changing the way disaster recovery, data protection and cloud are managed. With enterprise scale, Zerto’s software platform delivers continuous availability for an always-on customer experience while simplifying workload mobility to protect, recover and move applications freely across hybrid and multi-clouds. Zerto is trusted by over 6,000 customers globally and is powering resiliency offerings for Microsoft Azure, IBM Cloud, AWS, Sungard and more than 350 cloud services providers. | Western Digital provides enterprise customers with innovative, vertically-engineered platforms and systems that power big and fast data workflows. We are focused on helping our customers digitally transform their businesses while growing new revenue streams and expanding market share. Western Digital has a comprehensive enterprise storage product portfolio of hybrid or all-flash to object storage solutions. We create environments for your data to thrive. Everywhere data lives, we are there to drive the innovation necessary for results today and the future you will create tomorrow. New devices, new systems, new solutions, all optimized and tuned to create the right conditions for your data to realize its full potential.https://www.zerto.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
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/
Embassy Suites by Hilton Charlotte Ayrsley1917 Ayrsley Town Blvd
Room rate is $199/night. This rate expires on January 21, 2019.
To book a room, please call 1-704-970-5400 and mention the HMG Strategy Room Block.
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 firstname.lastname@example.org.
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