Past Summits

2020 HMG Live! Southern California CIO Executive Leadership Summit

Learning from the Past and Present to Reshape the Future of Business 

The global pandemic has created unthinkable circumstances for business and for society. But one constant as we work through the business challenges spawned by this international crisis is the empathetic leadership that technology executives are demonstrating to their teams to help keep them safe, secure and engaged. The key for CIOs, CISOs and other technology executives to drive success for their companies is to draw from their past and current experiences in the current crisis and to apply a fresh mindset in leading the business forward into a brighter future with courage and compassion. 

In this Digital Summit, top technology executives will share their advice on the roles that CIOs and tech leaders can play in driving innovation, reshaping the business and fashioning the future of work.

You’ll also discover:

  • Successful approaches to leading authentically to strengthen employee engagement and motivation
  • Recommendations for driving innovation and business transformation with the C-suite
  • The challenges posed by a hybrid workforce model, along with fresh ideas on how to address them
  • How to keep employees inspired and feeling safe and secure to deliver positive business outcomes

"As an attendee of the HMG Virtual Summit I enjoyed the fact that it was fast moving, insightful and presented a variety of speakers, both local and non-local. The duration was just right and did not require tying up an entire day. I thought the content and format was absolutely terrific!"

John Phillips, President, Briggs Homecare and CIO Emeritus, Briggs Healthcare


  • Lucy Avetisyan
    Associate Vice Chancellor, Chief Information Officer
    University of California, Los Angeles

  • Dr. David Bray
    Distinguished Fellow
    The Stimson Center

    Dr. David A. Bray was named one of the top "24 Americans Who Are Changing the World" under 40 by Business Insider in 2016. He was also named a Young Global Leader by the World Economic Forum for 2016-2021. He also accepted a role of Co-Chair for an IEEE Committee focused on Artificial Intelligence, automated systems, and innovative policies globally for 2016-2017 and has been serving as a Visiting Executive In-Residence at Harvard University since 2015. He has been named a Marshall Memorial Fellow for 2017-2018 and will travel to Europe to discuss Trans-Atlantic issues of common concern including exponential technologies and the global future ahead. He also will start a new role as Executive Director for the People-Centered Internet coalition founded and chaired by Vint Cerf in October 2017.

    David enjoys creative problem solving. He began working for the U.S. government at age 15 on computer simulations at a high-energy physics facility investigating quarks and neutrinos. In later roles, he designed new telemedicine interfaces and space-based forest fire forecasting prototypes for the Department of Defense. From 1998-2000 he volunteered as a part-time crew lead with Habitat for Humanity International in the Philippines, Honduras, Romania, and Nepal while also working as a project manager with Yahoo! and a Microsoft partner firm. Dr. Bray then joined as IT Chief for the Bioterrorism Preparedness and Response Program at the U.S. Centers for Disease Control and Prevention, leading the program's technology response to during 9/11, anthrax in 2001, Severe Acute Respiratory System in 2003, and other international public health emergencies. He later completed a PhD from Emory University’s Goizueta Business School and two post-doctoral associateships at MIT and Harvard in 2008.

    David likes to be a digital diplomat and a "human flak jacket" for teams of change agents working in turbulent environments. He volunteered in 2009 to deploy to Afghanistan to help "think differently" on military and humanitarian issues and in 2010 became a Senior National Intelligence Service Executive advocating for increased information interoperability, cybersecurity, and protection of civil liberties. In 2012, he became the Executive Director for the bipartisan National Commission for Review of Research and Development Programs of the United States Intelligence Community, later receiving the National Intelligence Exceptional Achievement Medal. He received both the Arthur S. Flemming Award and Roger W. Jones Award for Executive Leadership in 2013. He also was chosen to be an Eisenhower Fellow to meet with leaders in Taiwan and Australia on multisector cyber strategies for the "Internet of Everything" in 2015.

    David passions include "near impossible missions" involving humans and technology in challenging circumstances. He has served as the Chief Information Officer for the Federal Communications Commission, leading FCC's IT Transformation since 2013. Through the efforts of a team of positive change agents, he led the transformation of the FCC's legacy IT with more than 207 different systems to award-winning tech. This included rolling-out new cloud-based IT that achieved results in 1/2 the time at 1/6 the cost. He was selected to be one of the "Fedscoop 50" for Leadership in 2014, 2015, and 2016 and the recipient of the Armed Forces Communications and Electronic Association's Outstanding Achievement Award for Civilian Government in 2015. Dr. Bray also received the global CIO 100 Award twice, which usually is awarded to private sector Fortune 500 companies, both in 2015 and 2017, for his transformational leadership.

  • Scott Cadwalader
    Retired

    Scott is co-founder and Managing Partner of Diligent Partners, LLC. For 14 years, he held the position of Senior Vice President and Chief Operating Officer at another retained executive search firm based in Southern California. Scott is responsible for our firm’s search operations, client management, and sales and marketing. He also serves as the firm’s Information Technology practice leader. He has managed searches for many leadership roles across such industries as Biotech and Pharmaceuticals, Consumer Products, Financial Services, Healthcare, High Tech, Management Consulting, Medical Device, Manufacturing and Distribution, and Retail. Prior to entering executive search, Scott was a founding Principal at Transition Management Consulting, where he led client engagements in Organizational Assessments, Information Technology Strategy, Architecture and Platform Migration. Scott also was a Managing Consultant at SHL Systemhouse (now EDS). At Gartner Group, Scott was a Managing Director in Consulting Services. Scott began his Gartner career in sales as an Account Executive and then as a National Account Manager.

    Over the years, Scott has developed and formalized a search methodology focused on quality outcomes, and has authored numerous articles on recruiting and retaining top talent, and on interviewing and assessing strategic hires for character, integrity and leadership.

    Scott is a board member and membership chair for the Southern California chapter of Society for Information Management (SIM), the premier not-for-profit organization of information technology experts, including CIOs, CTOs and emerging IT leaders. Since 2010, he also has been a frequent presenter/panelist at CIO summits across the West Coast for HMG Strategy for whom he serves on its Advisory Board.

    Scott has a Bachelor of Arts from the University of California Los Angeles, and a certificate from the UCLA Andersen Graduate School’s Managing the Information Resource program.

    Scott has consulted to such clients as AECOM, Amgen, American Girl, Applied Materials, Baxter International, Capital Group Companies, Cardinal Health / CareFusion, City National Bank, City of Hope Medical Center, the City of Los Angeles, County of San Bernardino, Deloitte, DFS Group, Discus Dental, East West Bank, Edwards Lifesciences, Forest Lawn, Gelson's Markets, ICANN, Kaiser Permanente, LA Care Health Plan, Mattel, Nissan USA, O'Neil Digital Solutions, Pacific Life, Pioneer Electronics, Southern California Edison, Sutter Health, THQ, Tucson Electric Power, Unified Grocers and Zurich Insurance Group.

  • Sean Collins
    Senior Manager, Systems Engineering
    Nutanix

  • Julie Cullivan
    Former Chief Technology & People Officer
    Forescout Technologies, Inc.

    With more than two decades of experience driving global operational capabilities across some of the world’s largest cybersecurity and IT brands, Julie leads the People, Business, and Technology Operations at Forescout. Julie has extensive operational and technical leadership experience, having held prior roles at FireEye, Autodesk, McAfee and Oracle. Julie also serves on the Board for Axon and earned a bachelor’s degree in Finance from Santa Clara University

  • Carol Fawcett
    Corporate VP & CIO
    Golden State Foods

    Thirty-year IT veteran, Carol Fawcett currently serves as the Corporate Vice President and Chief Information Officer for Golden State Foods, one of the largest diversified suppliers to the Quick Service Restaurant and retail industries. Headquartered in Irvine, California, GSF is values-based with proven performance in superior quality, innovation and customer service in both manufacturing and distribution.  In this role, Carol provides vision and leadership for developing and executing digital transformation initiatives to improve GSF’s supply chain management operations, improving cost effectiveness, service quality and business development which service over 125,000 restaurants and stores from 50 locations on five continents.

    Prior to joining GSF, Carol served as Chief Information Officer of Dell Software from 2012-2017, leading teams through an IT transformation resulting in a fully automated, simplified IT footprint that delivered significant efficiency and innovation opportunities across the businesses.  While at Dell, Carol was also responsible for the strategic vision of M&A IT acquisition integrations and infrastructure companywide.  Prior to Dell, Carol served as the Chief Information Officer at Quest Software from 2000-2012.  Before joining Quest in 2000, she held IT leadership roles at Western Digital, Coldwell Banker and Pacific Mutual, leading transformational initiatives for both IT and business in all areas of the organizations. 

    With more than three decades of serving in information technology leadership roles, Carol has a dynamic reputation in the industry providing critical insight to innovation teams as new solutions are introduced into the market. She has a proven track record in successful infrastructure, applications, e-commerce, Salesforce automation and customer care.

    Originally from Chicago, Carol has been living in Southern California since 1978. She earned a Bachelor of Science degree in Management Information Systems with a minor in Computer Science from National University in San Diego.

  • Ursuline Foley
    Independent Board Director, Full Board Member, Risk & Technology Committees (former Audit member)
    Board Member, DOCOsoft
    Provident Financial Services

    Ms. Foley serves on the full boards of Provident Financial Services & Provident Bank and is a member of the Audit & Technology committees. She is Chairman (& prior President) for Westchester Fairfield Society for Information Management. She serves on three university advisory boards (PACE, University Bridgeport, Rutgers Cyber Security Program), in addition to Accenture’s Insurance Innovation Board and a Blockchain startup.  Ms. Foley is a member of the National Association for Corporate Directors and the World Affairs Forum.  She also chaired global Insurance standard committees (e.g. ACORD, BRMA, RAA) for many years to help drive Insurance eCommerce adoption. 

    Previously, Ms. Foley held Chief Information Officer roles, Chief Data Officer Role and Head of Corporate Operations role at XL Group (now AXA XL), which is a global provider of commercial Insurance and Reinsurance. She also served on their U.S. Legal Entity boards in former years.

    Ms Foley also held technology leadership roles at; Guy Carpenter, New York Shipping and Pershing Division of Donaldson Lufkin & Jenrette.  

    As former Managing Director at XL Group, Ms. Foley helped drive company growth, expense containment and innovation strategies through success in multiple M&A integrations, diversification's, major complex business transformations, regulatory compliance, data privacy, cyber security, shared service establishment and by leading technology, data & digital capabilities globally. 

    Prior to XL Group, Ms. Foley held various technology positions at other Reinsurance, Financial brokerage, Shipping and Manufacturing firms. She lived and worked in Ireland, Bermuda and U.S. (citizen).

    Ms. Foley is a sought after conference speaker on technology, digital, cyber/privacy and data, plus has published many articles over the years. She holds both a Bachelor of Science and Teaching Diploma from University College Cork, Ireland, Masters of Science from PACE University NYC and a Technology Leadership certificate from Babson University Boston. Ms. Foley also attended NYC College of Insurance and also College of Finance.

  • Daphne Jones
    Board of Directors AMN Healthcare, Barnes Group, Inc. and Masonite International
    Founder, The Board Curators

    Daphne E. Jones is an accomplished and seasoned executive with extensive experience using digital technologies strategically, entrepreneurially, and globally within multi-national corporations. She has over thirty years of experience in general management and executive level roles at IBM, Johnson & Johnson, Hospira (now Pfizer) and General Electric. During her tenure at GE, she served as: SVP for Future of Work, SVP & CIO.  She ran IT for Product Engineering, Imaging, and Ultrasound, and was Senior Executive & CIO For Global Services – all comprising a $13B segment within GE Healthcare.

    Prior to GE Healthcare, her early career days were spent at IBM and Johnson & Johnson as an IT Executive followed by her role as a Corporate Officer, SVP & CIO at Hospira, Inc. a  $5B global pharmaceutical and infusion technology company.  She was the first woman and African American to report to the Chairman of the Board with accountability for all aspects of Hospira’s enterprise, cyber, digital & analytics technology. A driver of change acceleration and leadership development, her career has been spent using digital technologies to transform business models, distribution channels and products. 

    Daphne serves on the board of directors for AMN Healthcare, Inc., Barnes Group Inc, and Masonite International Corp and is regarded as an authority on how to prepare for and land a corporate board seat.  She is the recipient of the University of West Indies’ Luminary Award,  was named one of Illinois’ Most Powerful and Influential Women by the National Diversity Council, and was Computerworld Premier 100 CIO.   She is a member of the National Association of Corporate Directors (NACD), Accenture Cybersecurity Women’s Council, The Digital Directors Network (DDN), and Executive Leadership Council (ELC). 

    Daphne’s contemporary experience and thought-leadership helps drive innovation globally; enabling business transformation across major industries.  A corporate advisor, mentor and budding author; her inspiring life story from poverty to executive leadership has made her a sought after speaker and consultant.

    Daphne earned her MBA and BS from Illinois State University.

    Daphne’s first book WIN WHEN THEY SAY YOU WON’T: Break Through Barriers and Keep Leveling Up Your Success (November 15, McGraw Hill), drawn from her own rags to riches story, is an inspiring guide to help anyone achieve the career of their dreams with a winning mindset and proven playbook. Daphne’s been featured on Fox Business, TD Ameritrade, CNBC Make It, Cheddar.com, Fast Company and more!

  • Ralph Loura
    Chairman of the Board
    SustainableIT.org

     Ralph Loura was Lumentum’s Senior Vice President IT and Chief Information Officer. Loura joined Lumentum in October 2018 with a rich history of senior IT leadership where he directed IT organizations executing programs in business intelligence, operations, and customer-relationship management. 

    Before Lumentum, Loura has served over 25 years as an IT leader with premier companies in technology and consumer products including Rodan + Fields, Hewlett-Packard (HP) Enterprise Group, Clorox, Symbol Technologies, Cisco, and Lucent Technologies.

    Loura is a recipient of Computerworld’s 2012 Premier 100 IT Leaders and Consumer Goods Technology’s 2013 CIO of the Year. He holds a B.S. in computer science-mathematics from Saint Joseph's College and a Masters in computer science from Northwestern University.

  • Joel Manfredo
    Chief Information, Innovation and Digital Officer
    Motion Picture Industry Pension & Health Plans

    Joel Manfredo is the Chief Information Officer at the Motion Picture Industry Pension & Health Plans. In this role, Joel is responsible for all aspects of information technology (IT) including strategy and architecture, infrastructure and operations, business application delivery, the project management office, and IT administration and security.

    Prior to joining the Plans, Joel served as the Chief Technology Officer for the County of Orange in California, in the Chief Information Officer role for The Irvine Company, and in other Chief Information Officer and Chief Technology Officer roles since the mid-1990s.  Joel is kown for successful transformations both in business roles and in technical roles.

    Joel has served on many non-profit Boards including the Society of Information Management, Executive Next Practices Institute, UCLA’s IS Associates, CleanTech OC, Realcomm, Access Executive Network, and the Trojan Club of South Orange County.  Joel was the founding chairman of UC Irvine’s CIO Roundtable (The Paul Merage School of Business) and further served UCI on the Dean’s Leadership Circle for the School of Information and Computer Sciences (ICS) and as the Chairman of the Corporate Committee for ICS and for the School of Engineering.  Joel also was a mentor in both UCI’s and Chapman’s MBA programs.

    Joel has a Bachelor of Science in Business Administration from Lehigh University and both a Master of Business Administration and Master in Science in Finance from Loyola University in Maryland.

  • Israel Martinez
    CEO and Global CTO
    Axon Global

    Israel is a professional in cyber strategy and innovation empowering boards and companies that have decided to reclaim cyber dominance.  He’s recognized as an expert in Cyber Enterprise Risk Management, as well as an NACD Full Board Member and Leadership Fellow, obtaining the highest credentials for Board Directorship. His board experience includes training directors, advisory and board service with: F500; National Bar Associations; American University Kogod Cyber Governance Center; The Association for Corporate Growth, representing 14K companies; Globes International (Tel Aviv’s “WSJ”); the Global Manufacturing ISAO, sharing threat information for 29K companies; and the Axon Global Alliance®. Martinez is also an accomplished thought leader and speaker with appearances in: The WSJ MarketWatch ®, NACD ® Annual Board Leadership Conferences, DHS Office of Analysis & Intelligence training conferences, Forbes CEO Conferences, CIO Magazine, U.S. Federal Reserve, and U.S. Congress.  As the CEO of Axon Global Services, recognized as leaders by the U.S. Secret Service and DHS, he is currently an advisor in cyber to the President’s 100-day team. He’s the recipient of, the HITEC top 100, The U.S. Senatorial Medal of Freedom (also awarded to Ronald Reagan and General Schwarzkopf), and his recent post graduate certifications include; business strategy at Harvard, Intelligence Analysis (TCOLE) at SMU, Cyber Counter Terrorism & Defense at DHS, and FINTECH Blockchain at MIT (2017). 

  • Hunter Muller
    Founder & CEO
    HMG Strategy

    Hunter Muller is a charismatic industry pioneer and a modern-day Renaissance Man. As a global C-suite advisor and coach for the past 30 years, Hunter’s insights and concepts have been successfully applied by Fortune 1000 organizations worldwide to accelerate executive performance, propel the career ascent of C-level executives, and to drive transformative innovation and create new waves of value.

    Hunter is the Founder and CEO of HMG Strategy, LLC, the largest independent, objective, transparent and collaborative executive network in the world. HMG focuses on innovation and breakthrough strategies for core, parallel and new markets while studying the most successful organizations eco-systems and platforms such as Amazon and Microsoft.

    HMG Strategy is the provider of thought leadership and networking events for CIOs, CISOs, and senior technology executives. HMG Strategy offers a unique, integrated model for enabling C-level executives and their companies to draw upon courageous leadership to reimagine, reinvent, and rebuild their business models to attain the genius-level thinking required in today’s dynamic business landscape to achieve competitive advantage in the digital frontier.

    Hunter's passion for the role of the technology executive in transforming the business is reflected in the 7 Pillars of Trust which embody HMG Strategy's unique business model.

    Complementing HMG Strategy’s world-renowned events is HMGNextVentures, a venture capital accelerator aimed at helping connect CIOs with the most innovative technology companies and entrepreneurs from Silicon Valley to Tel Aviv. HMG Strategy also partners with the world’s leading venture capital firms, including Amplify Partners, Greylock Partners, Lightspeed Venture Partners, and Sequoia Capital. HMG Strategy connects CEOs, CIOs, and other C-level executives with startup technologies backed by the leading VCs to identify opportunities for innovation and business transformation.

    Meanwhile, HMG Strategy’s award-winning Research Team advises the world’s technology companies such as Adobe, Nutanix, and Workday on branding, messaging, and Voice of the Customer strategies.

    Hunter has published five that draw from his extensive business experience: The Transformational CIO (Wiley, March 2011), On Top of the Cloud (Wiley, January 2012), Leading the Epic Revolution (Wiley, September 2013) and The Big Shift in IT Leadership (Wiley, July 2015) and The CEO of Technology (Wiley, January 2018). Hunter is now working on his sixth book: 'Enterprise 2025', which is slated to be published in January 2020. As a result, Hunter’s unique position of knowing the thoughts, challenges, and opportunities of the IT Leader, he is asked to speak at a variety of venues such as IBM’s Cloud Expo and on 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.

  • Thomas Phelps
    SVP of Corporate Strategy & CIO
    Laserfiche

    Thomas Phelps IV is the VP of Corporate Strategy & CIO for Laserfiche, a global provider of enterprise content management and process automation software. Thomas joined Laserfiche in 2014 and leads IT, industry marketing, analyst relations and major strategic initiatives. He was part of the executive team that launched Laserfiche Cloud in 2015, and led security and compliance efforts to obtain a SOC 2 attestation. Thomas led corporate initiatives for Laserfiche to be recognized as a Challenger in the Gartner MQ for Content Services Platform for the first time in 2017 and 2018, a Peer Insights rating of 4.7 (out of 5.0) as of August 18, 2019, and a Leader in the Nucleus Research 2019 ECM Value Matrix. He created the team that redesigned Laserfiche certification courses used to train customers and over 300 solution providers globally.

    Prior to Laserfiche, Thomas was the national entertainment and media champion for cybersecurity at PwC. He led the initiative to innovate content security practices used worldwide in the motion picture industry. He also developed the PwC methodologies and marketing collateral for the new Telecom and Network Services practice. He was the Advisory Services leader for two major accounts generating over $12M in annual advisory revenue, including a client service team that received the PwC Chairman’s Award. He provided Fortune 500 clients with guidance on IT transformation, security, privacy, internal audit and business continuity management. He designed and implemented solutions and risk management programs to address SOX, HIPAA, GLBA and other regulations. In addition, Thomas was part of three new business initiatives at Motorola. This included the start-up Internet Software Products Division (Austin, TX), the multi-billion dollar Motorola MOS 12 (Chandler, AZ) semiconductor fab, and a new production line for Motorola Radius GP 300 radios (Mt. Pleasant, IA). 

    Thomas is the Chairperson of Long Beach AcceleratorTM, a non-profit whose mission is to accelerate early stage startups with seed funding, mentorship and exit strategy. He is on the ISACA 50th Anniversary Panel, providing governance and speaking at events for a cybersecurity and IT audit standards-setting organization—with 460,000 engaged individuals in 188 countries and 220 chapters. He is on the Executive Board for Innovate@UCLA, an executive IT organization sponsored by UCLA, and the Marketing Chair for the Southern California, Society of Information Management (www.SCSIM.org). Thomas is also the Director of Corporate Relations for LA Blockchain Lab. He has co-authored the book, Telecommunications Cost Management, published by CRC Press. He has contributed to several ISACA publications including Risks of Customer Relationship Management, a joint book effort with PwC. He earned his BBA in MIS from the University of Texas at Austin. In 2019, Thomas became an adjunct professor teaching IT Auditing and Analytics in the USC Masters in Accounting program.

  • Rob Pickering
    Sr. Director of Now on Now
    ServiceNow

    Rob Pickering is an Executive Consultant with more than 20 years of experience within IT Leadership across the Telecommunications, Travel, and Consulting industries.  Rob has been with ServiceNow for over 4 years, where he has had roles in the Chief Innovation Office, Customer Success, and most recently the Inspire team.  

    Prior to joining ServiceNow, Rob spent 10 years with AAA (Allied Group) as CIO where he implemented ServiceNow in 2013, initially for Portfolio and Project Management, and rapidly modernized their IT operations.  He then adopted the platform for the Digital Transformation of all AAA business practices through the use of Enterprise Service Management by extending the ServiceNow platform outside of IT and into seven other business lines where ServiceNow helped to streamline their business operations and become a Single System of Action for the AAA enterprise.  Finally, he was able to move the AAA organization to a greater focus on Innovation with a concentration in new Business Services delivered to members.  Prior to AAA, Rob ran Internet Operations for Cincinnati Bell Telephone (6 years), and the Development Practice at WhittmanHart Consulting (2 years).

    Rob has certifications in ITIL, ServiceNow (Administration, Development, ITSM Implementation, and Event Management Implementation), Splunk, Security Penetration Testing, Unix Operating systems, macOS, Human Centered Design, and Situational Leadership.

    Rob has a Bachelor of Science in Systems Analysis and Computer Science from Miami University.

    Rob lives in San Jose with his wife, Deb, 9 year-old son Trip, and new “Covid puppy” Sunny.  When not delivering for customers and internal teams, Rob enjoys SCUBA diving (certified Rescue Diver), Home Automation, reading, and Bourbon (not in that order).  He recently completed two back-to-back sessions of #75hard, which resulted in his losing over 35 lbs. since March and reading 25 books.  Ask him about it. 

  • Sarah Richardson
    SVP, Chief Digital & Information Officer
    Tivity Health

    Sarah Richardson is a transformative, inspirational and results-driven healthcare and technology senior executive who operates within large-scale healthcare environments. She achieves aggressive goals, catalyzes change and advances sustainability by designing and executing high performance-based strategies, cultivating top-tier talent, infusing expectations and accountabilities, instilling customer-centric practices and forging collaborative cultures.  
     
    With a B.S. in Hospitality Administration, a Master’s in Business, and a certification in Healthcare Administration, Sarah currently serves as the Vice President of IT Change Leadership for Optum.  Optum serves 18M patients, 46k aligned physicians, 9k advanced practice clinicians, and 80 payers.  Sarah is also an advisor and career coach for ArcVida, an e-learning start-up that provides clients the tools and support they need to land the job that will launch careers they love.  She has built award-winning teams and has been recognized by The Kansas City Business Journal as a ‘Woman Who Means Business’, a “Next Gen Leader’ and ‘Rising Star’ by KC Business Magazine, and an ‘Outstanding Executive’ by Advancing Women in Technology. 
     
    She is most proud that her work focuses on building long-lasting, loyal relationships across the continuum, resulting in collaborative strategies to meet diverse organizational needs, productivity gains, and the use of technology to advance teammate engagement resulting in a committed and dedicated workforce. Her ability to coordinate teams of technology experts, strategic business partners, physicians, and clinicians, has enabled her to successfully deliver programs, services, and tailored solutions in the healthcare setting.  
     
    Sarah is an active member of CHIME as a Certified Healthcare CIO (CHCIO), faculty member, media liaison, and fellow.  Sarah regularly publishes industry relevant content on her website at www.conciergeleadership.com and serves on several professional boards.  She is an Associate Certified Coach with the ICF and Distinguished Toastmaster, as well as the chair for members in transition for the SoCal Chapter of the Society for Information Management (SCSIM).  She hosted the HIMSS SoCal Podcast featuring top health information technology and leadership topics with keynote guests from 2017 - 2020.  She is an avid scuba diver with a passion for conservation

  • Dr. Anne W. Rimoin
    Professor, Department of Epidemiology
    UCLA School of Public Health

    Dr. Anne W. Rimoin is a Professor of Epidemiology at the UCLA Fielding School of Public Health and Infectious Disease Division of the Geffen School of Medicine. She is the Director of the Center for Global and Immigrant Health and is an internationally recognized expert on emerging infections, global health, surveillance systems, and vaccination.

    Her pioneering work has focused on the emergence of infectious disease in populations living at the intersection of animal-human contact primarily in the Democratic Republic of Congo (DRC). It has led to fundamental understandings of the long-term consequences of Ebolavirus in survivors and yielded several important discoveries including the emergence of monkeypox since the cessation of smallpox vaccination, the identification of a new pathogen (Bas Congo Virus) and novel strains of Simian Foamy Virus in humans.

    Dr. Rimoin has been working in the DRC since 2002, where she founded the UCLA-DRC Health Research and Training program to train U.S. and Congolese epidemiologists to conduct high-impact infectious disease research in low-resource, logistically-complex settings. Her team is also leading efforts to assess vaccine efficacy and durability of immune response to Ebolavirus vaccine in outbreak settings in the DRC. Her team also leads health mapping activities for better disease surveillance to better understand population immunity to vaccine preventable diseases and coordinated studies of the epidemiology, natural history, and pathogenesis of acute and asymptomatic viral hemorrhagic fever infections in populations. She has been a strong advocate for capacity building in low resource settings and conducting disease surveillance in complex emergencies. She is currently leading a study of COVID-19 transmission among the Los Angeles health workforce.

    Dr. Rimoin has published more than 80 research articles and book chapters. Her work has been featured in The New York Times, The Atlantic, The Economist, The Wall Street Journal, The Washington Post, WIRED, Discover, Scientific American, Popular Science, Forbes, National Geographic, Nature and Science. She also appears frequently on television and radio discussing major issues surrounding disease emergence and has recently been a leading voice on the COVID-19 pandemic in national news for CNN, MSNBC and Fox Business News.

    Major supporters of Dr. Rimoin’s research include: the Food and Drug Administration, National Institute of Allergy and Infectious Diseases of the US National Institutes of Health (NIAID-NIH), the Bill and Melinda Gates Foundation, the Faucett Catalyst Fund and other private and public organizations. She was recently inducted as a Fellow of the American Society of Tropical Medicine and Hygiene.

    Dr. Rimoin earned her B.A. in African History at Middlebury College, M.P.H. (Community Health Sciences) at UCLA Fielding School of Public Health and Ph.D. (International Health) at Johns Hopkins Bloomberg School of Public Health. She also served as a Peace Corps Volunteer in Benin, West Africa where she began her career in public health with UNICEF and the Carter Center.

  • Trevor Schulze
    CIO
    Alteryx

  • Margot Sharapova
    Global CIO
    Incitec Pivot Ltd.

    Margot Sharapova was formerly the VP IT Quality & Operations for OptumRx. In this capacity, Margot drove customer reliability, software quality engineering, and IT continuous improvement.  

    Margot has extensive professional experience in the information technology and healthcare industries, previously serving as the chief information officer (CIO) with AECOM, Americas. She spent a number of years at GE serving as the CIO for GE Healthcare Medical Diagnostics, GE Aero Energy, GE Nuclear and GE Hydro where she drove profit and loss (P&L) transformation and technology strategy and delivery.

    Margot holds a Bachelor of Arts degree from Dartmouth College and is a certified Six Sigma Black Belt.

     

     

     

Print

December 8, 2020 - 10am - 12pm PT

All time listed are Pacific Time.

 

10:00 AM


Welcome and Introduction

Hunter Muller, President and CEO
10:05 AM
Executive Interview: Dr. Anne W. Rimoin, Professor, Department of Epidemiology, UCLA School of Public Health, interviewed by Thomas Phelps, VP of Corporate Strategy & CIO, Laserfiche

10:20 AM
Executive Interview: Surviving (and Thriving) in 2021 and Beyond 

Dr. David Bray, Inaugural Director, Global GeoTech Center & Commission, Atlantic Council

This session is intended to be a fireside chat on why digital leaders must ensure their organizations can both survive and thrive in 2021. Advances in data capabilities, tremendous leaps in technologies, and changing geo-economics are introducing major challenges globally for all leaders. These challenges include increasingly complicated tech-meets-geopolitical landscapes, trade wars, the impacts of COVID-19 and a slow global recovery, the challenges of bot-driven misinformation out of context that increasingly polarizes societies, as well as the risk of international tensions becoming more heated and kinetic. Yet, in every crisis there is opportunity.

The fireside chat will highlight where the world is, and more importantly where the world is headed, so you can be ready to "skate towards the puck" and ensure your organization thrives in 2021 and beyond. In the spotlight for this session is Dr. David Bray, who Business Insider named one of the 'top 24 Americans who are changing the world', who received the Global CIO 100 award twice in 2015 and 2017, and who has received the National Intelligence Exceptional Achievement Medal for operating in challenging, turbulent environments. 

10:30 AM

Executive Interview: Dancing in the Rain - Making the Most out of the Environment We are In

Ralph Loura, SVP IT and CIO, Lumentum

Ralph Loura has been a CIO for 6 different companies in 5 different industries over the past two decades. He’s led teams through large acquisitions and one of the biggest divestitures in history. He helped to rebuild an enterprise in crisis via large scale corporate restructuring, and he’s helped to drive hyper growth at a consumer brand that was growing over 50% year on year. He’s quite literally, been there, done that. Join Hunter as he talks to Ralph about how lessons from the past have helped him lead his team in the current unprecedented environment.

10:40 AM

EXECUTIVE PANEL:  Reimagining the Business – Leading and Innovating in Times of Radical Change

Sean Collins, Senior Manager, Systems Engineering, Nutanix

Julie Cullivan, Chief Technology and People Officer, Forescout Technologies, Inc.

Carol Fawcett, VP & CIO, Golden State Foods

Rob Pickering, Sr. Director of Now on Now, ServiceNow

Moderator:  Hunter Muller, President & CEO, HMG Strategy

When the world changed, companies across most industries had to develop radically new business models and digital services in order to survive and move forward. This includes driving a culture of speed and digital fluency throughout the organization. This panel of top global executives will share their perspectives on how they led this radical change in business innovation and cultural change. 

11:10 AM

EXECUTIVE PANEL:  Preparing Yourself to be Boardroom Ready

Ursuline Foley, Board Member & Strategic Advisor, Provident Bank

Daphne Jones, Board of Directors AMN Healthcare, Barnes Group, Inc. and Masonite International and Founder - Destiny Transformations Group

Israel Martinez, National Association of Corporate Directors (NACD), Board Leadership Fellow, Former Faculty, nominated as an NACD "Top 100” Director 

Moderator: Hunter Muller, President & CEO, HMG Strategy

Every company is on a digital journey. CIOs and CTOs are best positioned to guide that process – but not many find themselves on company boards. Why?

This panel comprises top technology executives who sit on company boards, as well as professional board coaches.  They will share insights into what it takes to be boardroom ready, how to get on a board, and what skills are needed to be effective in that role.
11:30 AM
EXECUTIVE INTERVIEW: Change To Win in the Next Phase

Trevor Schulze, SVP & CIO, RingCentral

The role of the CIO has been on a steady rise for the past several years. As the way people work continues to change, the demands from today’s global, mobile, and distributed workforce are also rapidly evolving. We’re at a point in time where the CIO is now front and center to defining the digital culture of an organization with a mega-trend at play that I like to call, ‘Systems of Experience.’ During my talk, I will focus on the role of the CIO amidst this shifting tide and what it takes to create a digital culture to support the future of work.

11:40 AM

EXECUTIVE PANEL:  Reflections on Career-Defining Moments – Stories of Career Ascent Strategies

Lucy Avetisyan, Associate Vice Chancellor, CIO, University of California, Los Angeles

Joel Manfredo, CIO, Motion Picture Industry Pension & Health Plans

Sarah Richardson, MBA, ACC, DTM, CHCIO, FCHIME, Healthcare Leadership Executive | Certified Career Coach | SuperConnector 

Margot Sharapova, Global CIO, Incitec Pivot Ltd.

Moderator: Scott Cadwalader, Managing Partner, Diligent Partners, LLC

Nearly every senior executive has experienced a point in time when they reflect on their career ascent that has helped to define them. For executives, these junctures have often given them the confidence to reach higher and pursue their ultimate goals. In this panel, hear first-hand accounts of positive and difficult moments that helped shape the careers of the top global executives, along with motivational and inspiring messaging for technology executives to pave their own path. 

12:00 PM

HMG STRATEGY 2020 GLOBAL TECHNOLOGY EXECUTIVES WHO MATTER AWARDS

Helen Norris, VP & CIO, Chapman University

 

Presenting Partners

  • RingCentral

    RingCentral, Inc. (NYSE: RNG) is a leading provider of business cloud communications and contact center solutions based on its powerful Message Video Phone™ (MVP™) global platform. More flexible and cost effective than legacy on-premises PBX and video conferencing systems that it replaces, RingCentral empowers modern mobile and distributed workforces to communicate, collaborate, and connect via any mode, any device, and any location. RingCentral offers three key products in its portfolio including RingCentral MVP™, a Unified Communications as a Service (UCaaS) platform including team messaging, video meetings, and cloud phone system; RingCentral Video™,  the company's video meetings solution with team messaging that enables Smart Video Meetings™; and RingCentral cloud Contact Center solutions. RingCentral’s open platform integrates with leading third-party business applications and enables customers to easily customize business workflows. RingCentral is headquartered in Belmont, California, and has offices around the world.

    https://www.ringcentral.com/

Platinum Partners

  • Nutanix

    As a global leader in cloud software, Nutanix transforms the way organizations do business. We offer a single platform to run all your apps and data across on-premises, public clouds, hybrid environments, and at the edge, while simplifying operations and reducing complexity. Our hybrid multicloud platform unifies management with one-click, applies intelligent AI-driven automation, and helps ensure always-on availability. Building on our legacy as the pioneer of hyperconverged infrastructure, we’ve earned a reputation for customer satisfaction, powering hybrid multicloud environments consistently and cost effectively. This enables companies to remain focused on achieving successful business outcomes and new innovations.

    https://www.nutanix.com
  • ServiceNow

    ServiceNow's cloud platform delivers a faster, smarter & more automated experience. Create experiences that engage employees and drive fierce customer loyalty.

    https://www.servicenow.com/

Marketplace Partners

  • Appian

    Appian is a software company that automates business processes. The Appian Platform includes everything you need to design, automate, and optimize even the most complex processes, from start to finish. The world's most innovative organizations trust Appian to improve their workflows, unify data, and optimize operations—resulting in better growth and superior customer experiences. For more information, visit www.appian.com. [Nasdaq: APPN]

    http://www.appian.com/
  • Darktrace

    Darktrace is the world’s leading cyber AI company and the creator of Autonomous Response technology. Its self-learning AI is modeled on the human immune system and used by over 4,500 organizations to protect against threats to the cloud, email, IoT, networks and industrial systems. The company has over 1,500 employees and headquarters in San Francisco and Cambridge, UK. Every 3 seconds, Darktrace AI fights back against a cyber-threat, preventing it from causing damage.

    https://www.darktrace.com/
  • Aryaka

    Aryaka, the Cloud-First WAN company, brings agility, simplicity and a great experience to consuming the WAN-as-a-service. An optimized global network and innovative technology stack delivers the industry’s #1 managed SD-WAN service and sets the gold standard for application performance. Aryaka’s SmartServices platform offers connectivity, application acceleration, security, cloud networking and insights leveraging global orchestration and provisioning. The company’s customers include hundreds of global enterprises including several in the Fortune 100.

    https://www.aryaka.com/?utm_source=hmg&utm_medium=syndication&utm_content=home-page
  • Forescout

    Forescout Technologies is the leader in Enterprise of Things security, offering a holistic platform that continuously identifies, segments and enforces compliance of every connected thing across any heterogeneous network. The Forescout platform is the most widely deployed, scalable, enterprise-class solution for agentless device visibility and control. It deploys quickly on your existing infrastructure – without requiring agents, upgrades or 802.1X authentication. Fortune 1000 companies and government organizations trust Forescout to reduce the risk of business disruption from security incidents or breaches, ensure and demonstrate security compliance and increase security operations productivity. Don’t just see it. Secure it. Visit us to learn how Forescout provides active defense for the Enterprise of Things.

    https://www.forescout.com/
  • Obsidian Security

    Obsidian Cloud Detection and Response delivers frictionless security for SaaS. With unified visibility across applications, users, and data, security teams can quickly investigate breaches, uncover insider threats, and harden the security of their cloud environments with no negative impact to production. Using a unique identity-centric approach, Obsidian is capable of stopping even the most advanced attacks across SaaS and cloud services. Obsidian was founded by industry veterans from Cylance, Carbon Black and the NSA, and is backed by Greylock Partners, Wing, and GV.

    https://www.obsidiansecurity.com/
  • PagerDuty

    PagerDuty empowers the right action, when seconds matter. For teams who build and run the digital systems that power our always-changing, always-on world, PagerDuty is the best way to handle urgent, unpredictable, and unstructured work. 19,000 organizations place PagerDuty at the center of their digital infrastructure to manage unplanned tasks, events, and opportunities. With 1,000 employees around the world, PagerDuty is on a mission to revolutionize operations in the modern enterprise.

    https://www.pagerduty.com/
  • Tessian

    Tessian builds technology to empower people to work safely, without security getting in their way. We believe people shouldn’t have to be security experts to do their jobs. Tessian’s Human Layer Security platform automatically protects your employees on email - where they spend 40% of their time - from risks like data exfiltration, accidental data loss and phishing. We’ve raised $60m from legendary security investors like Sequoia and Accel and have over 150 employees located in San Francisco and London.

    https://www.tessian.com/
  • Tanium

    Tanium, the industry’s only provider of converged endpoint management (XEM), protects every team, endpoint, and workflow from cyber threats by integrating IT, Compliance, Security, and Risk into a single platform that delivers comprehensive visibility across devices, a unified set of controls, and a common taxonomy for a single shared purpose: to protect critical information and infrastructure at scale. State and local governments, educational institutions, federal civilian agencies and the U.S. armed forces trust Tanium to protect people; defend data; secure systems; and see and control every endpoint, team, and workflow everywhere. That’s the power of certainty.

    https://www.tanium.com/
  • Globant

    We are a digitally native company that helps organizations reinvent themselves to create a way forward and unleash their potential. We are the place where innovation, design and engineering meet scale. • We have more than 25,500 employees and we are present in 21 countries working for companies like Google, Rockwell Automation, Electronic Arts and Santander, among others. • We were named a Worldwide Leader in CX Improvement Services by IDC MarketScape report. • We were also featured as a business case study at Harvard, MIT, and Stanford

    https://www.globant.com/
  • Sonatype

    The Sonatype journey started 10 years ago, just as the concept of “open source” software development was gaining steam. From our humble beginning as core contributors to Apache Maven, to supporting the world’s largest repository of open source components (Central), to distributing the world's most popular repository manager (Nexus), we’ve played a meaningful role in helping the world embrace the power of open innovation. Over time, we witnessed the staggering volume and variety of open source libraries that began flowing into every development environment in the world. We understood that when open source components are properly managed, they provide tremendous energy for accelerating innovation. Conversely, when unmanaged, open-source "gone wild" can lead directly to security vulnerabilities, licensing risks, enormous rework, and waste. Our vision today is simple. We are laser-focused on helping organizations continuously harness all of the good that open source has to offer, without any of the risks.

    https://www.sonatype.com/

Strategic Partners

  • Egon Zehnder

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

    http://www.egonzehnder.com
  • Heidrick & Struggles

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

    http://www.heidrick.com
  • Korn Ferry

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

    https://www.kornferry.com
  • Spencer Stuart

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

    https://www.spencerstuart.com

Alliance Partners

  • Amplify Partners

    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

    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

    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 Venture Partners

    Lightspeed Ventures is a global VC firm headquartered in Silicon Valley, with offices in India, Israel, and China. With over $7 billion under management, Lightspeed invests in both enterprise and consumer tech startups from early-stage to late-stage. With over 300 active startups in the portfolio, Lightspeed has invested in companies like Brocade, Informatica, Nutanix, AppDynamics, Mulesoft, zScaler, etc. Lightspeed has also created a CIO Innovation Advisory Network to connect forward-thinking IT leaders with Silicon Valley.

    http://lsvp.com
  • Menlo Ventures

    Menlo Ventures is a venture capital firm that strives to have a positive impact on everything we do. That’s why we support businesses including Betterment, Carta, Roku, Poshmark, Uber, and Warby Parker that are reimagining life and work for the better. Over 43 years, we’ve grown a portfolio that includes more than 70 public companies, over 100 mergers and acquisitions, and $5.5 billion under management. We invest at every stage and in every sector, with expertise in Consumer, Enterprise, and Healthcare. From developing market strategies to creating communities, we provide real impact where entrepreneurs need it most. When we’re in, we’re all in.

    https://www.menlovc.com/
  • Sequoia Capital

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

    https://www.sequoiacap.com

Association Partners

  • SIM Southern California

    The Southern California Chapter of the Society for Information Management (SCSIM) is a chapter within the Society for Information Management (SIM), a prestigious professional association of executives, academics, and consultants in the information management field. Chapters of SIM are geographically based. SCSIM represents Southern California and is one of approximately 30 chapters of SIM worldwide. SCSIM conducts a number of important services for its members, including coordinating with SIM International regarding worldwide issues of vital interest to all SIM members, and offering local Southern California focused services to SCSIM members such as quarterly events hosted in Southern California, CIO roundtable's, new member orientation, member directory, community service activities, and so on.

    https://chapter.simnet.org/southerncalifornia/home

REGISTER HERE:  https://zoom.us/webinar/register/7215871596028/WN_O-IMY7FUTF6YP0-VsEBMmw

The CIO Executive Leadership Summit is created for CIOs/IT leaders. It also has strong appeal to leaders interested in better positioning their organizations and themselves for what's ahead in business and to achieve the greatest benefits through the use of information technology. 

To ensure a high quality environment and to maximize the networking experience, all attendees must be:

  • Employed C-Level executives (non-vendor) or equivalent, CIOs, Direct Reports of CIOs, or Senior Most IT Professional in an organization with $200M or greater revenue, or from not-for-profit or government organizations with comparable size

- OR - 

  • Full time academicians

If you meet the criteria above, there is no fee to attend.

All registration requests will be reviewed and approved based upon above stated criteria.

* Sales/marketing individuals or consultants from non-sponsoring vendor organizations are not permitted.

Special Needs - We fully support the Americans with Disabilities Act. If you require special assistance of any kind, please call us at (203) 221-2702 or email us at registrar@hmgstrategy.com.



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