Past Summits

2022 Southern California CIO Executive Leadership Summit in Partnership with Southern California SIM

Huntington Beach

This event will be held in person in partnership with Southern California, Society of Information Management (SCSIM)!

Leading Boldly and Authentically - Inspiring Trust and Winning in the Global Digital Economy

The digital pivot most companies have made since March 2020 has created new opportunities for CIOs, CISOs and business technology executives to play a deeper role in designing the future of the business and in the shape of the organization. Technology executives who inspire employees and foster an environment of trust can stimulate a collaborative culture that sparks innovation and drives business outcomes with the aid of impactful technologies that can enable the organization to win in the marketplace while attracting, growing, and retaining the people and skills that are needed to power the successful 21st-century organization.

“Trust changes everything for you as a leader, for your IT team and for your relationships.”

- Stephen M.R. Covey

  • Rushdi Ariss
    Executive Director Enterprise Applications & Data Platforms
    The Walt Disney Company

  • Patricia Connolly
    CEO, Founding Partner
    SMC Squared

    Patricia Connolly, PhD, draws on nearly three decades of executive, IT and academic leadership to create and implement SMC2’s strategy, vision and mission.  Her cross-industry experience building and leading high-performing IT teams, leveraging global talent, and mitigating corporate risk enables Connolly to understand intimately the unique challenges faced by SMC2 clients and to develop solutions that provide immediate results and long-term flexibility and innovation.  Connolly’s functional expertise includes IT strategy, risk management, LEAN operations, systems development and vendor management, but she is particularly passionate about people—recruiting, mentoring, building and retaining highly skilled and engaged teams.  This unique combination of skill and passion helps fuel SMC2’s employee-based, insource methodology.

  • Stephen M. R. Covey
    Global authority on trust, leadership and culture
    The FranklinCovey Global Speed of Trust Practice

    Stephen M. R. Covey is co-founder of CoveyLink and of the FranklinCovey Global Speed of Trust Practice. A sought-after and compelling keynote speaker and advisor on trust, leadership, ethics, and high performance, he speaks to audiences around the world. He is the New York Times and #1 Wall Street Journal bestselling author of The Speed of Trust, and coauthor of the #1 Amazon bestseller Smart Trust. He advocates that nothing is as fast as the speed of trust and that the ability to establish, grow, extend, and restore trust with all stakeholders is the critical leadership competency of the new global economy. Stephen passionately delivers that message and is skilled in enabling leaders and organizations to experience the dividends of high trust. Audiences and organizations alike resonate with his insightful, relevant approach to real-time issues that affect their immediate and long-term performance.

    He is the former CEO of Covey Leadership Center, which, under his stewardship, became the largest leadership development company in the world. Stephen, with Greg Link, led the strategy that propelled his father’s book, Dr. Stephen R. Covey’s The 7 Habits of Highly Effective People, to become one of the two most influential business books of the 20th Century, according to CEO Magazine. A Harvard MBA, he joined Covey Leadership Center as a Client Developer and later became National Sales Manager and then President and CEO. Under Stephen’s direction, the company grew rapidly and profitably, achieving Inc. 500 status. As President and CEO, he nearly doubled revenues to over $110 million while increasing profits by 12 times. During that period, both customer and employee trust reached new highs and the company expanded throughout the world into over 40 countries, which greatly increased the value of the brand and company. The company was valued at only $2.4 million when Stephen was named CEO, and, within three years, he grew shareholder value to $160 million in a merger he orchestrated with then Franklin Quest to form FranklinCovey.

    Over the years, Stephen has gained considerable respect and influence with executives and leaders of Fortune 500 companies as well as with mid- and small-sized private sector and public sector organizations he’s consulted. Clients recognize his unique perspective on real-world organizational issues based on his practical experience as a former CEO. 

    Stephen currently serves on the board/advisory board of several entities and is a Top Thought Leaders in Trust Lifetime Achievement Honoree from Trust Across America-Trust Around the World. Stephen resides with his wife and children in the shadows of the Rocky Mountains. You can follow Stephen on Twitter @StephenMRCovey.

  • John Damalas
    Chief Technology Officer
    Pacific Life


  • Lea Eriksen
    Director of Technology & Innovation and CIO
    City of Long Beach, CA

    Lea Eriksen is the Director of Technology & Innovation and CIO for the City of Long Beach and is passionate about advancing digital equity and using emerging technology and data to solve civic challenges. Lea has over 20 years professional local government experience in budgeting, finance, technology and project management, as well as 15 years of experience serving on non-profit boards and committees. Recognized as a Top 10 Digital City 11 years running, Long Beach is undergoing a massive technological change through the new state-of-the-art civic center, development of a modern Enterprise Resource Planning system, digital transformation, and investments in cybersecurity. As CIO, Lea is in charge of implementing the City’s technology vision, developing a staff of 180 FTE and managing a $70 million annual budget. Previously, as the Assistant Finance Director of City of Long Beach, Lea led the development of the City’s $2.6 billion budget. Earlier she rose through the ranks at the City of Cincinnati and as Budget Director, she led the development of that City's $1.4 billion budget.

    Since 2013, Lea has been a member of the Board of Directors for Twinless Twins Support Group International, a non-profit organization, where she currently serves as immediate Past President and chairs both the Audit & Finance and Diversity & Inclusion Committees. Lea recently joined the Board of Advisors for the Southern California Society of Information Management, the region's largest and most respected non-profit organization serving and led by IT leaders. Lea also serves as a City Representative on the Board of Long Beach Transit. In the past, she has also served on the Board for the Center for Addiction Treatment and in numerous committee roles for the International City/County Management Association (ICMA) and the Urban Land Institute (ULI) Cincinnati District Committee.

    Lea graduated cum laude from Miami University and has an MBA from Xavier University. She has received honors including Government Technology Top 25 Doers, Dreamers and Drivers, Cincinnati Business Courier Class of Forty Under 40, YWCA Academy of Career Women of Achievement Rising Star and the American Society for Public Administration (ASPA) Early Careerist Award.

  • Jeff Farinich
    SVP Technology Services and CISO
    New American Funding

    Jeff Farinich is a seasoned Information Technology & Security leader with over 25 years of experience in technology, financial services and other industries.  He joined NewAmerican Funding in 2019 as Vice President of Infrastructure and Security where he is responsible for establishing and executing IT and Security transformations.  Prior to NewAmerican Funding, Jeff worked for SchoolsFirst Federal Credit Union, Cisco Systems, NDS Group Ltd. and other well-established companies. 
    Jeff is a graduate of Cal Poly Pomona earning a Bachelor of Science degree and a graduate of University of Southern California Marshall School of Business earning a Master of Business Administration degree. He also attended a CIO Development program at Massachusetts Institute of Technology Sloan School of Business.  Jeff holds PMP, CISSP, CISA and CISM certifications plus a certificate in Forensics from Cal State Fullerton.

  • 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.

  • Bob Gilbert
    Chief Evangelist and VP Product Marketing

    Bob heads up the product marketing efforts at Netskope, a market-leading cloud security company. Bob is a prolific speaker and product demonstrator, reaching live audiences in more than 45 countries over the past decade. His career spans more than 25 years in Silicon Valley where he has held leadership roles in product management and marketing at various technology companies.

     Most recently he was the Chief Evangelist at Riverbed where he was a member of the pioneering product team that launched Riverbed from a small start-up of less than 10 employees to a market leader with more than 3,000 employees and $1B in annual revenue.  Bob was first introduced to the world of cyber security as a teenager in the 80s when he hosted a BBS and had to develop his own terminal software to prevent Russian hackers from infiltrating his site being hosted from his parent’s home.

  • Gregory Goff
    Board Director

    Mr. Goff was Executive Vice Chairman of Marathon Petroleum Corporation, an integrated downstream energy company, until his retirement in 2019. He joined Marathon Petroleum in 2018 following its acquisition of Andeavor. Previously, he served as President and Chief Executive Officer (2010-2018) of Andeavor, a leading petroleum refining and marketing company formerly known as Tesoro Corp., and as its Chairman (2014-2018).

    Under his leadership, Andeavor generated total returns of over 1,200%, significantly outperforming the U.S. Energy sector’s total return of 55%. In 2018, Harvard Business Review named Mr. Goff one of the “Best-Performing CEOs in the World.” Prior to joining Andeavor, Mr. Goff had an almost 30-year career with ConocoPhillips, during which time he held various leadership positions in Exploration and Production, and Downstream, and most recently served as Senior Vice President of Commercial businesses from 2008 to 2010.

    He serves on the Board of Enbridge Inc. (NYSE: ENB), a Canadian energy infrastructure company, and Avient (formerly PolyOne Corporation), a U.S. polymer company. He is also the Founder of the Goff Strategic Leadership Center at the University of Utah David Eccles School of Business.

    Mr. Goff holds a BS and an MBA from the University of Utah.

  • Barry Goffe
    Senior Director, Platform Strategy

    Barry is Senior Director of Platform Strategy and leads the OutSystems team that develops guidance for our customers on how to extract the most value from the platform as well as identifies opportunities to expand the platform’s capabilities—ensuring it addresses our customers’ most critical needs. Barry has over two decades of experience in enterprise application platforms, and has worked in leadership roles at startups, at mid-sized SaaS vendors, and at one of the largest software companies in the world. At heart, Barry is a geek with limitless enthusiasm for science and new technology.

  • Allison Henry
    University of California - Berkeley

    Allison Henry wrote her first computer program in BASIC to automate the painfully repetitive task of alphabetizing her weekly 4th grade spelling list. From an early age, she has been building and securing information technology solutions to solve problems and enable people to do what they do best.

    After graduating from UC Berkeley with a Bachelor of Science in Integrative Biology in 1996, Allison started her Information Technology career as a system administrator at UC Santa Cruz.

    Allison came to UC Berkeley in 2004 when she joined Communications and Network Services and pivoted to Information Security in 2006. In 2013 she started managing the Security Operations team, providing monitoring and incident management services for the complex and heterogeneous UC Berkeley campus computing environment. In that role she led initiatives to modernize security operations through custom built systems for automated alert processing and incident management. This allowed the Security Operations team to scale with the growth of the campus network. In 2018 Allison served as Associate CISO and provided oversight and direction for Information Security Assessments and Compliance activities, before assuming the role of Chief Information Security Officer in December of 2019.

    In addition to information technology and security, Allison has a passion for the study of optimizing human performance through fitness and nutrition, and enjoys endurance athletics including trail running and triathlon.

  • Justin Hooper
    VP Global IT Operations, Ingram Micro
    Ingram Micro

  • Michael Keithley
    United Talent Agency

    As CIO of UTA Michael Keithley is responsible for all technology at the agency. In this capacity, Mr. Keithley advises clients and companies on emerging digital business models, distribution platforms and other technology-related issues. In addition to managing the Information Technology department, Michael is active in corporate consulting, marketing, venture funding and strategic advisory services to companies ranging from start-ups to Fortune 500 companies. Michael’s strong ties to Silicon Valley’s venture capital firms uniquely position him to be able to peer around the corner on how technology is going to shape the future of work and play. Prior to UTA, Michael served as the Chief Information Officer at Creative Artists Agency for 25 years. 

  • Nancy Kim Yun
    Managing Director, Health Ecosystems
    UC Irvine School of Medicine

  • Sai Koorapati
    Sr. Vice President, Global Information Technology
    Callaway Golf

  • Kathy Lomax
    VP, Product Delivery - Core Settlement Solutions
    First American Title Insurance Company

    Kathy Lomax is VP, Product Delivery at First American Title.   As an IT executive with over 25 years’ experience in leading financial services and healthcare, she’s led a variety of global teams across IT disciplines including Infrastructure engineering and operations, web administration, application quality management, application support, IT finance and vendor management.   At L. A. Care Health Plan, Ms. Lomax is responsible for IT shared services in support of solution delivery and facilitates the strategy and Initiatives under the Office of the CIO.  Ms. Lomax has extensive experience in overseeing large scale projects and programs leveraging globally distributed resources with an eye toward budget control and continuous improvement, and has demonstrated a proven ability to build and transform departments in to well-organized productive business units.    

    Prior to joining L. A. Care Health Plan, Ms. Lomax served as IT Vice President at Capital Group Companies, home of the American Funds.  Prior to that, she served as Administrative Director at Loma Linda University Medical Center.

    Fueling her passion in supporting women, Ms. Lomax led the WITI (Women in Technology International) Orange County regional network for 4 years, earning her a seat on the Global Advisory Board Member since 2017.  Additionally, Ms. Lomax has served on the board of SCSIM (Southern California Society of Information Management) since 2018 and is currently serving as Programs Chair. 

  • Theresa Miller
    CIO and EVP
    Lionsgate Entertainment

    Theresa Miller is a senior technology executive with over 30 years of experience leading media and entertainment companies through digital transformation including holistic enterprise-wide approaches to business process transformation, cybersecurity, and business continuity.  She is known for her inspiring leadership style and for her dedication to inclusivity through her work with Women in Technology Hollywood and other STEM focused organizations.  Theresa’s career reflects a demonstrated track record in leading successful large-scale technology initiatives including on premise and cloud-based ERP systems, digital supply chain initiatives, data and analytics/AI initiatives at high growth companies.  She also brings deep corporate governance experience through her oversight of cybersecurity, work in internal audit and as the executive sponsor for business continuity at her current company.  

    Currently, Theresa is the Executive Vice President and Chief Information Officer of Lionsgate, a world-class motion picture and television studio operations aligned with the STARZ premium global subscription platform to bring a unique and varied portfolio of entertainment to consumers around the world. In her role, Theresa is responsible for management of IT across the enterprise, setting the strategic direction of technology initiatives and overseeing technology budget and personnel.  Theresa has been significantly involved in leading company transition efforts during several mergers and acquisitions, including the $4.4 billion acquisition of Starz in 2016 and its current divestiture of this asset.  Theresa reports to and attends Lionsgate’s Audit Committee meetings on a quarterly basis covering cybersecurity and technology topics.  During her tenure at Lionsgate, she has collaborated with her business peers to develop and maintain mission critical company policies including disaster recovery, business continuity, incident response and record retention. 

    Theresa is a Board Member for the Women in Technology Hollywood Foundation, a 501c3 charitable organization, where she also serves as Treasurer and is a member of the Executive Committee.  She is also a Board Member of Innovate@UCLA, a member-based partnership between UCLA and the southern California technology community, where she chairs the Women in Technology committee.  She is also a long-term member of the Customer Advisory Committee for Box.

    Recently recognized as the 2022 Southern California CIO of the Year by the Inspire CIO Leadership Network, Theresa is a frequent speaker on leadership and technology topics and is a mentor for STEM Advantage and Women in Technology Hollywood.

    Theresa holds a B.B.A. in management information systems from Texas A&M University.  She is a graduate of UCLA’s Executive Program of Management.

  • Howard Miller
    UCLA Anderson School of Management

    Howard Miller is currently the Chief Information Officer at UCLA Anderson School of Management.

    Howard was most recently the Acting Chief Information Officer and Chief Information Security Officer for Columbia Business School at Columbia University.

    Howard is an accomplished executive and senior IT leader with expertise in the design, development, and deployment of technical strategy and policy. Before his most recent career endeavors in higher education, Howard was an IT Director of Security and Compliance for Life Technologies Corporation from January 2006 to May 2012 and served as the Senior Manager, PMO and Corporate Financial Systems for Applied Biosystems, Inc. from September 2001 to January 2006. 

    He earned his BS in Computer Science and his Masters in Business Administration from Rensselaer Polytechnic Institute. Howard also has his PMP, CISM and CRISC certifications. He is currently pursuing an Executive Master of Science in Technology Management at Columbia University.

  • Hunter Muller
    Founder & CEO
    HMG Strategy

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

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

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

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

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

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

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

    Hunter and HMG Strategy support a variety of charitable causes, including the American Cancer Society, Save the Children, and Year Up, and Hunter personally gives back his time and ideas as a member of the Executive Committee of the Fairfield/Westchester Chapter of the Society for Information Management.

    An intrepid international athlete, Hunter is an ardent yacht racer, a world-class skier, and an extreme fitness guru. Hunter is passionate about ocean and mountain adventures and spending time with his sons, Chase and Brice.

    Hunter earned a Bachelor of Science in the Babson College School of Management.

  • Helen Norris
    VP & CIO
    Chapman University

    Helen Norris is Vice President for information technology and CIO at Chapman University, where she is responsible for leading the university’s information technology strategy and services, and oversight of the University Library.

    Previously, Helen was the Associate CIO at California State University, Sacramento, where she focused on enterprise systems, data analytics, and infrastructure. Before that, Helen spent twelve years at UC Berkeley where she held progressive information technology management roles at both the departmental and central levels.  She also previously worked as VP for IT for an advertising agency and a law firm, both in St. Louis, Missouri.

    Helen serves on several boards.  She was appointed to serve a 4-year term on the EDUCAUSE ( Board of Directors starting October 2019.  She serves as the Vice-Chair of the Southern California Society for Information Management ( and Chair of the board of the National Endowment for Financial Education (  Additionally, she is a member of the board of advisors for EmpowHer Institute (, whose mission is to empower young women through education, training, and mentorship as they prepare for college and their careers. She serves on the Dell Higher Education Advisory Board and the governing board for the CIO Summit in Los Angeles.  She previously served as the Director of the Sacramento Women in Technology International ( network.

    Originally from Ireland, Helen has a Bachelor's degree in Mathematics from Trinity College, Dublin, Ireland, and a Master's degree in Computer Resource Management and Business Administration from Webster University in St. Louis. She is a certified Project Management Professional.

  • Thomas Phelps
    SVP of Corporate Strategy & CIO

    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 ( 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.

  • Rocio Romero
    Recruitment & Admissions Manager

    Rocio Romero is the Recruitment & Admissions Manager for NPower Los Angeles. Prior to her current position, she served in workforce development, management and recruitment roles at California State University, Northridge (CSUN), University of Massachusetts, and the Los Angeles Unified School District (LAUSD).  She specializes in building alliances and has cultivated and maintained strong and collaborative partnerships with a growing network of non-profit organizations, companies, governmental, and educational institutions.  She is passionate about helping individuals from all walks of life reach their personal and professional aspirations.

  • Ashish Seth
    Vice President of Product Management, Customer Engagement

    Ashish brings 20+ years of experience in Contact Centers, CRM Systems and Collaboration solutions. Prior to joining RingCentral, he was the Chief Product Officer at Lifesize, Inc. responsible for product strategy, go-to-market plans and roadmap execution for the Lifesize Contact Center, Video Conferencing and Meeting Room solutions. Prior to Lifesize, Ashish has held leadership roles in Product Management, Consulting and Engineering at public companies such as NICE Systems, KPMG Consulting, Oracle as well as startups, including. his own entrepreneurial venture - CloudSquads - online customer communities solution that he helped scale and sell to a public company.

  • George Sheth MBA, FHIMSS
    Managing Partner
    Diligent Partners, LLC

    George Sheth is Managing Partner of Diligent Partners, LLC, a retained executive search firm he co-founded in 2009.  Previously, he was Executive Director and Healthcare Practice Leader at another retained executive search firm based in Southern California.  Prior to that, George was a Strategy Consulting Principal focused on health plan IT strategy consulting within Kaiser Permanente's Information Technology division.  Prior to Kaiser Permanente, Mr. Sheth held executive management roles in the national healthcare consulting practices of Capgemini (now Accenture) and IBM / PricewaterhouseCoopers.  He started his career in operational management roles at Health Net and Maxicare Health Plans in the 1980s.  Besides retained executive search, his areas of expertise include executive coaching, board governance, strategic business planning, business process redesign, new venture and product development, program/project management, and the application of technology to grow businesses and solve strategic and operational issues.

    As a volunteer leader many times over, Mr. Sheth currently serves as Member Relations Board Advisor for the Southern California Chapter of Society for Information Management (, 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 Mr. Sheth serves on its Advisory Board.  For several years, George served as Board Governance Committee Chair and as a member of the HR Committee on the Board of Directors of the Bob Hope USO (  For over a decade, George served on the HIMSS Southern California Chapter Board, where he served his one-year term as President in 2008-2009.  A diehard Trojan, George has served on the University of Southern California (USC) Asian Pacific Alumni Association Board (served as President: 2006-2007), the USC Marshall Alumni Association National Board, the USC Marshall Partners Board, the USC Alumni Association Board of Governors Executive Committee, and the USC Trojan CEO Network Board.

    George has a B.A. degree from Occidental College and graduated Summa Cum Laude from the University of Southern California with an executive M.B.A. in International Business.

    George has supported numerous clients, including AccentureAECOMAmgen, Apria HealthcareAvasant, BodySyncBlue Shield of CaliforniaCaiman ConsultingCardinal Health / CareFusionCedars-SinaiCIGNACity of Hope Medical CenterCSCHealth NetICANNJohnson ControlsKaiser PermanenteL.A. Care Health PlanMartin Luther King, Jr. Community HospitalScrippsHealthSaban Community ClinicSouthern California EdisonSutter HealthTrianzUniHealth AmericaUnitedHealth GroupWellPoint/Anthem, and Zurich Insurance Group.

  • Muddu Sudhakar

    Muddu Sudhakar is successful entrepreneur and executive. Muddu Sudhakar was VP & GM of big data, machine learning/AI, security and IoT at Splunk.  At Splunk, Muddu has been working on applications of AI/machine learning, big data platform, thin and thick app development platform, open source technologies, IoT analytics solutions and cyber security products. Before that, Muddu was CEO of Caspida. Caspida is the leader in next-generation cyber security and threat detection using machine learning. Muddu and team are instrumental in creating new cyber security market category called “User Behavioral Analytics (UBA)”. Muddu was VP & GM at VMware and Pivotal from 2012 to 2014 for big data analytics, machine learning and cloud services. At VMware & Pivotal, Muddu had responsibility for a wide range of projects including big data analytics, cloud services, and mobile security. Muddu was co-founder and CEO of Cetas which was acquired by VMware in 2012.  At EMC, Muddu was Chief Strategy Advisor, VP & GM for Cloud Information Services. Muddu was CEO & Founder of Kazeon from 2003 to 2010 which was acquired by EMC and Kazeon is leader in Enterprise Information Management. Muddu led Kazeon to be a leader in Information Security, eDiscovery, and Enterprise Search markets. Before Kazeon in 2003, he was Co-founder & President of Sanera Systems, a next-generation SAN technology company. Sanera was started in 1999 and was acquired by McData (Brocade) in 2003.  From 1996 to 2000, Sudhakar was lead architect and designer of CPU and server technology at Silicon Graphics, Inc. 

    Sudhakar holds a PhD and MS in Computer Science from University of California, Los Angeles and a BS in Electronics & Communications Engineering from Indian Institute of Technology, Madras.  He is widely published in industry journals and conference proceedings and has more than 20 patents in Cyber Security, Big data analytics, Machine learning, Analytics, Cloud Services, SaaS Apps, Enterprise Search, Information Management, Distributed systems, Storage technologies, SAN/NAS, Server technologies, Virtualization, Search, Information security, Networking technology and VLSI chip design.

  • Abhishek Uppal
    Vice President- Data & Analytics, Development, Infrastructure and IT Operations
    Callaway Golf

  • Denis Zerr
    Radiology Partners

    Denis Zerr serves as Chief Information Officer for Radiology Partners. Previously, Denis held the role of Chief Information Officer and Senior Vice President for Catholic Health Initiatives and served as Vice President of Information and Business Services for Amgen, the world’s largest biotechnology company. He has a strong track record of developing and leading IT programs in healthcare and life sciences organizations.

    Denis earned a master’s degree in information systems from Telecom Ecole de Management in Paris and an additional master’s degree in business and management from Universite Paris Dauphine.


2022 Southern California CIO Executive Leadership Summit in Partnership with Southern California SIM

September 15, 2022, 8:00 AM- 4:00 PM PT

Hyatt Regency Huntington Beach Resort And Spa - Huntington Ballroom

8:00 AM - 8:45 AM  Breakfast and Networking 


"Trust and Inspire" book signing with David Kasperson, Co-Author, Director, Franklin Covey brought to you by SMC2

8:45 - 9:05 AM  Welcome and Introduction

Hunter Muller, Founder and CEO, HMG Strategy

Nancy Kim-Yun, Managing Director, Health Ecosystems, UCI Health Affairs

Joel Manfredo, Chief Information Officer, Motion Picture Industry Pension & Health Plans

9:05 - 9:45 AM 

Keynote Presentation by best-selling author Stephen M. R. Covey

David Kasperson, Co-Author, Trust & Inspire

Hunter Muller, Founder & CEO, HMG Strategy

Patricia Connolly, CEO & Partner, SMC2

The New Leadership Paradigm: Why Tech Executives Must Shift from a ‘Command-and-Control’ Model to ‘Trust and Inspire’ to Win the Global War for Talent and in the Marketplace

The world has changed dramatically since March 2020 and so, too, have organizational cultures. The shift to a work-from-home environment has empowered employees who want to dictate how, when and where they work. Moreover, in a flat-screen meeting environment where all participants are viewed as equals, employees don’t want to follow orders – they want to be part of the brain-trust that helps to solve critical business and customer challenges and to influence the strategic trajectory of the company.

In this compelling Executive Interview with HMG Strategy President and CEO Hunter Muller, Stephen M.R. Covey, best-selling author of The Speed of Trust and his latest book Trust and Inspire, shares why a ‘Command-and-Control’ leadership style no longer works and how a ‘Trust and Inspire’ leadership approach can encourage employees to be more collaborative and creative and to maximize their potential. Covey, who is the Co-Founder of CoveyLink and the FranklinCovey Global Speed of Trust Practice, also frames “the two epic imperatives of our time” to help guide leaders on creating a thriving culture that can help attract, grow, retain, engage and inspire the best people in the global war for talent and to successfully collaborate and innovate in order for companies to win in the marketplace.

9:45 - 10:05 AM  Coffee Break, Networking and Meet Our Partners

10:05 AM - 10:30 AM  

EXECUTIVE PANEL: Managing Effective Global Talent Strategies - Building Teams and Trust in an Ever-Changing World

Moderator: Hunter Muller, Founder and CEO, HMG Strategy

Sai Koorapati, Sr. Vice President, Global Information Technology, Callaway Golf

Abhishek Uppal, Vice President- Data & Analytics, Development, Infrastructure and IT Operations, Callaway Golf

Patricia Connolly, CEO & Partner, SMC2

As the global war for talent becomes increasingly acute, CIOs and technology leaders face even more difficulty executing digital transformation strategies across their organizations. To help secure the digital talent they need in this highly competitive employment marketplace, a growing number of companies have turned to Global Capability Centers (GCC) to utilize their people-first approach to build high-performing extensions of their teams. 

In this dynamic Executive Panel discussion, Sai Koorapati, SVP, Global Information Technology and Abhishek Uppal, VP – Data & Analytics, Development, Infrastructure and IT Operations, will share the challenges they faced at Callaway Golf, why they decided to embrace a GCC strategy, how they selected their GCC partner and what that relationship has brought to the table. Sai and Abhishek, along with Patricia Connolly, CEO & Partner at SMC2, will examine the criticality of fostering a culture of trust among team members and how the partnership between their organizations has accelerated digital business and operational results for Callaway Golf.

10:30 - 10:55 AM  Coffee Break, Networking and Meet Our Partners

10:55 - 11:20 AM  

EXECUTIVE FIRESIDE CHAT: Addressing the Human Experience in the Customer Journey

Ashish Seth, Vice President of Product Management, Customer Engagement, RingCentral, interviewed by Hunter Muller, Founder and CEO, HMG Strategy

Developing an elegant customer experience involves creating an experience that is intuitive and simple for customers. As part of this, it's also important to address the human element of the customer experience.

In this Executive Fireside Chat, Ashish Seth, Vice President of Product Management, Customer Engagement, RingCentral interviewed by Hunter Muller, Founder & CEO, HMG Strategy, will share how this logic should be applied to the use of chatbots in the customer experience, along with recommendations for designing a chatbot experience that resonates with customers and naturally extends to their interactions with human agents.

11:25 AM - 12:00 PM 

EXECUTIVE PANEL: Leading Boldly and Authentically – Inspiring Trust and Winning in Turbulent Times

Moderator: Carol Fawcett, Corporate VP & CIO, Golden State Foods

Kathy Lomax, VP, Product Delivery, First American Title

Theresa Miller, CIO & EVP Information Technology, Lionsgate

Abby Hosseini, CIO/CTO, Mercury Insurance

The War in Ukraine, The Great Resignation, Global Supply-Chain Challenges and Energy Constraints. These are just a few of the unprecedented disruptions that are impacting members of the senior leadership team and their strategic focus. These events, on top of the digital pivot most companies have made since March 2020, have created new opportunities for CIOs, CISOs, and business technology executives to play a deeper role in designing the future of the business and in the shape of the organization. Technology leaders and other executives are placing heightened focus on fostering Diversity, Equity, Inclusion & Belonging (DEI &B) across the organization so that all voices are being heard and to bring a variety of perspectives into innovation. This is a critical time for technology executives to demonstrate bold, authentic and inclusive leadership to help inspire employees and foster an environment of trust.

In this powerful Executive Panel discussion, world-class CIOs and technology executives will share how they’ve adapted their leadership styles to help galvanize the team around a shared mission and to stimulate a collaborative and inclusive culture that can spark innovation, foster a spirit of connectedness and drive successful business outcomes.

12:00 - 1:10 PM  Lunch, Networking and 2023 HMG Global Leadership Institute Award Nominations

NPower Update: Punita Patel, Placement Manager, NPower Los Angeles

Southern California SIM Update, Helen Norris, VP & CIO, Chapman University

SIM National Update, Mark Taylor, CEO, Society for Information Management

2023 HMG Global Leadership Institute Award Nominees:

Joel Manfredo, Chief Information Officer, Motion Picture Industry Pension & Health Plans

Helen Norris, VP, Chief Information Officer, Chapman University

Sanjib Sahoo, Executive Vice President and Global Chief Digital Officer, Ingram Micro


Past Honorees Include:

Carmella Cassetta, VP & Chief Information Officer, Hoag Hospital

Todd Dekkinga, CISO, Airgap Networks

Tom PeckExecutive Vice President, Chief Information and Digital Officer, Sysco

Steve Phillips, Fractional CIO, TAG CXO

1:10 - 1:45 PM  

EXECUTIVE PANEL: Accelerating Your Winning IT Strategy with World Class Technologies and Partnerships

Moderator: Howard Miller, CIO, UCLA Anderson School of Management

Denis Zerr, Chief Information Officer, Radiology Partners

Barry Goffe, Senior Director, Platform Strategy, OutSystems

Michael Keithley, CIO, United Talent Agency

Muddu Sudhakar, CEO, Aisera

Advanced technologies such as artificial intelligence, machine learning, data analytics, application development tools and modern development platforms can enable business technology leaders to identify potential use cases and make a meaningful impact on the business. These and other technologies can help better safeguard enterprises against cyber threats, create digital experiences that improve an organization's operational efficiency, increase revenue, and reduce technical debt. This panel of executives will share use cases for leveraging advanced technologies and partnerships that are enabling competitive differentiation and speed to market.

1:45 - 2:10 PM  

EXECUTIVE FIRESIDE CHAT: Defining a Modern Enterprise Security Strategy

Bob Gilbert, VP, Security Cloud GTM Strategy and Chief Evangelist, Netskope, interviewed by Hunter Muller, Founder and CEO, HMG Strategy

A modern security program must align with the modern business environment – focused on zero trust principles, addressing overarching enterprise risks, progressing beyond basic allow/block decisions and continuously evaluating the context surrounding each interaction – by offering and adapting the right level of access at just the right time. Service Edge (SSE) is the security stack that helps deliver the promise of cloud and digital transformation.

In this Executive Interview, we’ll explore how Security Service Edge is the next evolution of cloud security and a critical component for delivering an agile and cost effective zero trust strategy to your organization. SSE converges legacy point security capabilities into a unified cloud platform that provides secure access to applications and data everywhere, consistently for every location, device, user and delivery model.

2:10 - 2:30 PM  Coffee Break, Networking and Meet Our Partners

2:30 - 2:55 PM  

FIRESIDE CHAT: Becoming a “Board-Ready” Tech Leader to Join Corporate Boards

Nancy Kim-Yun, Managing Director, Health Ecosystems, UCI Health Affairs and Joel Manfredo, Chief Information Officer, Motion Picture Industry Pension & Health Plans interviewing Gregory J. Goff, former Executive Vice Chairman of Marathon Petroleum Corporation.

Many IT leaders aspire to be on corporate boards and use their involvement in non-profit organizations such as SIM and SCSIM as a stepping stone. However, a “board-ready” technology leader needs a different set of tools, experiences and CV than what is required for the C-Suite. In this Executive interview conducted by Thomas Phelps, Laserfiche CIO, with Gregory J. Goff, former Executive Vice Chairman of Marathon Petroleum Corporation, you will learn what is being discussed in board rooms on digital transformation, cybersecurity and business resiliency. Greg is on the ExxonMobil board of directors, and he has personally been involved in helping IT leaders to join corporate boards.

2:55 - 3:20 PM  

EXECUTIVE PANEL: Safeguarding the Enterprise Against Escalating Global Cyber Threats

Moderator:  Jeff Farinich, SVP Technology Services & CISO, New American Funding

Allison Henry, CISO, UC Berkeley

Helen Norris, VP & CIO, Chapman University

Ransomware attacks are up a whopping 500% in 2021. Meanwhile, the nature of recent attacks including Log4j continue to become more widespread as these threats are impacting infrastructure, supply chains and other operations that can impact multiple organizations at once. As these and other types of threats continue to evolve and become more dangerous and complex, it’s clear that CISOs and security leaders need to reimagine their cybersecurity strategies to better safeguard the organization now and into the future.

3:20 - 3:45 PM  Coffee Break, Networking and Meet Our Partners

3:45 - 4:20 PM 

EXECUTIVE PANEL: Acting as a Talent Magnet to Attract and Retain the Best and the Brightest

Moderator:   Lea Eriksen, Director/Chief Information Officer, City of Long Beach

Justin Hooper, VP Global IT Operations, Ingram Micro

George Sheth, MBA, FHIMSS, Managing Partner, Diligent Partners, LLC

John Damalas, Vice President, Chief Technology Officer, Pacific Life

As the global war for talent continues to escalate, savvy CIOs and technology executives position their leadership styles to help attract and retain the skills and resources needed to move the 21st-century enterprise forward. This includes demonstrating authentic and inclusive approaches to solving critical challenges together and listening and responding thoughtfully to the needs and interests of employees.

In this executive panel discussion, top-tier CIOs, technology leaders and search executives share their recommendations for tech executives to strengthen their leadership acumen and promote their personal brands to retain and attract world-class business technology talent.

4:20 PM Raffle Prizes and Closing Remarks

4:30 PM Executive Networking Reception

Presenting Partners

  • Netskope

    Netskope, a global cybersecurity leader, is redefining cloud, data, and network security to help organizations apply zero trust principles to protect data. Fast and easy to use, the Netskope platform provides optimized access and zero trust security for people, devices, and data anywhere they go. Netskope helps customers reduce risk, accelerate performance, and get unrivaled visibility into any cloud, web, and private application activity. Thousands of customers, including more than 25 of the Fortune 100, trust Netskope and its powerful NewEdge network to address evolving threats, new risks, technology shifts, organizational and network changes, and new regulatory requirements. Learn how Netskope helps customers be ready for anything on their SASE journey.
  • SMC Squared

    SMC Squared has turned an outdated technology services model upside down, redefining the term “outsourcing” through our Global Capability Centers (GCC) model. Using a people-first approach, we collaborate with companies as strategic partners to build high-performing extensions of their teams–all while taking billable hours and overtime off the table. Our innovative build-optimize-transfer model recruits and retains dedicated team members specifically for our partner’s objectives, brand, and company. A unique approach, we help companies to assemble global talent that drives growth and digital transformation while achieving a $25 per hour real-cost on high-performing technology capabilities. Headquartered in the Dallas metroplex, SMC2, LLC’s Global In-house Center (GIC) models not only offer its clients a way to satisfy their growing information technology needs but also provide a vehicle for the clients who desire to own the India-based entity. From its offices in Texas, Minnesota and Bangalore, India, SMC Squared supports all industries.
  • 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.

Platinum Partners

  • Aisera

    Aisera is the industry’s first proactive, personalized, and predictive AI Service Management (AISM) solution that is purpose-built to automate tasks and actions for IT, HR, Facilities, and Customer Service. Aisera's next-generation AI Service Desk works with existing service desk solutions to deliver an end-to-end AI Service Experience for employees and customers. The AI Service Desk automates and resolves more than 50 percent of tasks, requests, and workflows to deliver self-service to users.
  • OutSystems

    OutSystems is a global leader in high-performance application development. We partner with visionaries to turn their big ideas into software that moves business, people, and the world forward. The OutSystems high-performance low-code platform gives technology leaders and developers the tools they need to rapidly build, deploy and manage their own business-critical applications. The company’s network spans more than 600,000 community members, 400+ partners, and active customers in 87 countries across 22 industries. OutSystems is “The #1 Low-Code Platform®” and a recognized leader by analysts, IT executives, business leaders, and developers around the world.

Gold Partners

  • Moveworks

    Moveworks is a cloud-based AI platform, purpose-built for large enterprises, that solves one, big, frustrating problem: Resolving employees’ IT support issues. Instead of tracking issues, Moveworks uses advanced AI to solve them, instantly and automatically - with no human intervention. Moveworks is pre-trained to understand IT support issues, so it delivers right away and continues to get smarter with every interaction. Moveworks enables IT teams at companies like Broadcom, Autodesk, Nutanix, Medallia and Western Digital to deliver a radically better employee experience using machine learning and AI.
  • SentinelOne

    SentinelOne delivers autonomous endpoint protection through a single agent that successfully prevents, detects and responds to attacks across all major vectors. Designed for extreme ease of use, the S1 platform saves customers time by applying AI to automatically eliminate threats in real time for both on premise and cloud environments and is the only solution to provide full visibility across networks directly from the endpoint.
  • The Judge Group

    The Judge Group is a global managed services firm specializing in technology, consulting, learning, and talent solutions. With a network of over 11,000 professionals in over thirty locations worldwide, Judge assures that businesses can compete in a changing marketplace through Agile and DevOps services, network infrastructure solutions, and utilization of disruptive technologies such as AI and machine learning, cloud, big data, and cybersecurity solutions.
  • SnapLogic

    SnapLogic provides the #1 Intelligent Integration Platform. The company’s AI-powered workflows and self-service integration capabilities make it fast and easy for organizations to manage all their application integration, data integration, API management, B2B integration, and data engineering projects on a single, scalable platform. Hundreds of Global 2000 customers — including Adobe, AstraZeneca, Box, Bristol-Myers Squibb, Emirates, Magellan Health, Schneider Electric, and Wendy’s — rely on SnapLogic to automate business processes, accelerate analytics, and drive digital transformation. Learn more at
  • Qualitest

    The World’s Leading AI-Powered Quality Engineering Company. We bring in the culture of quality orchestration across your business, technology and operational landscape through our engineering-led process discipline.
  • Cyderes

    As the #1 MSSP in the world (Cyber Defense Magazine’s 2021 Top MSSPs List), Cyderes is a global cybersecurity powerhouse offering comprehensive solutions in managed security, identity and access management, and professional services for the modern enterprise. Cyderes provides the people, processes, and technology to manage risk, and detect and respond to any threats – in ways that are better, faster, more cost-effective, and more scalable than traditional in-house solutions. Cyderes has six security operations centers across the United States, Canada, the United Kingdom, and India.
  • Automation Anywhere

    Automation Anywhere is the world’s #1 cloud automation platform, delivering intelligent RPA solutions across all industries globally to automate end-to-end business processes, for the fastest path to enterprise transformation. The company offers the world’s only cloud-native platform combining RPA, artificial intelligence, machine learning, and analytics to automate repetitive tasks and build enterprise agility, freeing up humans to pivot to the next big idea, build deeper customer relationships and drive business growth. For additional information, visit

Supporting Partners

  • Varonis

    Varonis is a pioneer in data security and analytics, specializing in software for data protection, threat detection and response, and compliance. Varonis protects enterprise data by analyzing data activity, perimeter telemetry, and user behavior; prevents disaster by locking down sensitive data; and efficiently sustains a secure state with automation.
  • Qumulo

    Qumulo is the radically simple way to manage petabyte-scale data anywhere – edge, core or cloud – on the platform of your choice. In a world with trillions of files and objects comprising 100+ Zettabytes worldwide, companies need a solution that combines the ability to run anywhere with simplicity. This is precisely what Qumulo was founded to accomplish. To learn more visit
  • Tata Communications

    Tata Communications is a digital ecosystem enabler and enables the digital transformation of enterprises globally, including 300 of the Fortune 500 – unlocking opportunities for businesses by enabling borderless growth, boosting product innovation and customer experience, improving productivity and efficiency, building agility and managing risk. With its solutions orientated approach, proven managed service capabilities and cutting-edge infrastructure, Tata Communications drives the next level of intelligence powered by cloud, mobility, Internet of Things (IoT), collaboration, security and network services. Tata Communications carries around 30% of the world’s internet routes and connects businesses to 80% of the world’s cloud giants and 4 out of 5 mobile subscribers. The Company’s capabilities are underpinned by its global network, the world’s largest wholly owned subsea fibre backbone and a Tier-1 IP network with connectivity to 190+ countries and territories around the world. Tata Communications Limited is listed on the Bombay Stock Exchange and the National Stock Exchange. Tata Communications has been a part of the rich heritage of the internet in India. Over the last 25 years, enterprise-enabled services have been essential to the adoption of digital services in the country. From utility to transformation, connectivity is an essential fabric of sustenance for the economy. Tata Communications is committed to enabling Industry leaders in this New World of Communications™, with our unique promise of delivering secure connected digital experiences.

Reception Partners

  • Persistent Systems

    With over 21,500 employees located in 18 countries, Persistent Systems (BSE & NSE: PERSISTENT) is a global services and solutions company delivering Digital Engineering and Enterprise Modernization. Persistent was named to the Forbes Asia Best Under a Billion 2021 list, representing consistent top-and bottom-line performance as well as growth.

Marketplace Partners

  • 8x8, Inc.

    8x8 is transforming the future of business communications with XCaaS™ (eXperience Communications as a Service™). 8x8 XCaaS is the only integrated platform for contact center, voice, video meetings, team chat, and CPaaS embeddable APIs. Unlike multi-vendor environments, 8x8 XCaaS provides platform-wide reliability, lowers costs, boosts employee productivity and customer engagement, and delivers intelligence through AI-powered experiences and insights. More than 2.5 million people around the world rely on 8x8 to collaborate quicker, work smarter, and serve customers better with real-time analytics across every interaction. For organizations relying on Microsoft Teams for collaboration, 8x8 offers its 8x8 Voice for Microsoft Teams direct routing solution and 8x8 Contact Center for Microsoft Teams which is certified by Microsoft. 8x8 Voice for Microsoft Teams provides advanced telephony and contact center capabilities to further empower Microsoft Teams users. Today, more than 150,000 users rely on 8x8 for advanced communications for Teams. 8x8 is a ten-time Leader in the Gartner Magic Quadrant for Unified Communications as a Service (UCaaS), Worldwide and seven-time Challenger in the Gartner Magic Quadrant for Contact Center as a Service (CCaaS).
  • Akamai

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

    BetterCloud is the leading SaaS Management Platform (SMP) that enables IT professionals to discover, manage and secure the growing stack of SaaS applications in the digital workplace. With an expanding ecosystem of SaaS integrations, thousands of forward thinking organizations like Zoom, Walmart, and Square now rely on BetterCloud to automate processes and policies across their cloud application portfolio. A pioneer of the SaaSOps movement, BetterCloud has built a community of more than 45K IT professionals who are embracing the new role of SaaSOps within IT organizations. The company launched the first-ever annual SaasOps-focused conference, Altitude, and publishes annually the definitive market research report, State of SaaSOps, on the market and category. BetterCloud is headquartered in New York City with offices in San Francisco, CA and Atlanta, GA. The company's total amount raised to date is $187 million. Investors include Warburg Pincus, Accel, Bain Capital Ventures, Flybridge Capital Partners, and Greycroft Partners.
  • Darktrace

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

    Fortinet (NASDAQ: FTNT) makes possible a digital world that we can always trust through its mission to protect people, devices, and data everywhere. This is why the world’s largest enterprises, service providers, and government organizations choose Fortinet to securely accelerate their digital journey. The Fortinet Security Fabric platform delivers broad, integrated, and automated protections across the entire digital attack surface, securing critical devices, data, applications, and connections from the data center to the cloud to the home office. Ranking #1 in the most security appliances shipped worldwide, more than 565,000 customers trust Fortinet to protect their businesses. And the Fortinet NSE Training Institute, an initiative of Fortinet’s Training Advancement Agenda (TAA), provides one of the largest and broadest training programs in the industry to make cyber training and new career opportunities available to everyone. Learn more at, the Fortinet Blog, or FortiGuard Labs.
  • Nutanix

    Nutanix offers a single platform to run all your apps and data across multiple clouds while simplifying operations and reducing complexity. Trusted by companies worldwide, Nutanix powers hybrid multicloud environments efficiently and cost effectively. This enables companies to focus on successful business outcomes and new innovations.
  • Palo Alto Networks

    Palo Alto Networks, the global cybersecurity leader, is shaping the cloud-centric future with technology that is transforming the way people and organizations operate. Our mission is to be the cybersecurity partner of choice, protecting our digital way of life. We help address the world's greatest security challenges with continuous innovation that seizes the latest breakthroughs in artificial intelligence, analytics, automation, and orchestration. By delivering an integrated platform and empowering a growing ecosystem of partners, we are at the forefront of protecting tens of thousands of organizations across clouds, networks, and mobile devices. Our vision is a world where each day is safer and more secure than the one before. For more information, visit
  • RingCentral

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

    SafeGuard Cyber protects the human connections businesses need to thrive in a digital world. Our award-winning platform utilizes a unique mix of direct API integration, Natural Language Understanding, advanced policy engines, and deep relationships with cloud-based digital platforms to give you unmatched, real-time monitoring and mitigation on over 50 cloud communication channels. With SafeGuard installed your team can use whatever tools they wish to do what they do best: create value and drive growth.
  • Tonkean

    Tonkean is the OS for Business Operations, empowering operations teams to rapidly improve efficiency with an enterprise-grade, composable automation platform. By allowing ops teams to automate, monitor, and manage mission-critical business processes with no-code, while still maintaining compliance and security, Tonkean enables enterprises to accelerate operational velocity at scale. The Tonkean platform makes automating complex business processes simple and accessible to non-developers, such as business operations teams and process owners, by abstracting the high technical barrier and coding expertise needed to deliver robust, enterprise-grade process solutions via composability. Ops teams compose custom process solutions using building blocks called “enterprise components” or ECs. ECs are modular, interchangeable, and reusable capabilities that perform actions or complete steps in a business process. ECs are fully governed and curated, typically by IT. They can be adopted from vendors or custom built, or they can simply be extensions of existing tools and systems. This allows ops and process experts to rapidly build holistic process solutions that can work with different systems, easily adapt to changing needs, and measure cross-functional KPIs–all with no-code and no change management. Enterprises like Google, EVERSANA, Instacart, Grubhub,, and more rely on Tonkean to optimize and align their operations across functions—including sales, marketing, customer support, legal, finance, and more. With Tonkean, enterprises can expand the pie of who can deliver software to make a world of Makers.
  • Upwork

    Upwork is the world’s largest work marketplace that connects businesses with independent talent from across the globe. We serve everyone from one-person startups to large, Fortune 100 enterprises with a powerful, trust-driven platform that enables companies and talent to work together in new ways that unlock their potential. Our talent community earned over $3.8 billion on Upwork in 2022 across more than 10,000 skills in categories including website & app development, creative & design, customer support, finance & accounting, consulting, and operations.
  • Zoom

    Zoom is the leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio conferencing, chat, and webinars across mobile, desktop, and room systems. Zoom Rooms is the original software-based conference room solution used around the world in board, conference, huddle, and training rooms, as well as executive offices and classrooms. Founded in 2011, Zoom helps businesses and organizations bring their teams together in a frictionless environment to get more done.
  • Zscaler

    Zscaler, the only zero trust platform that securely connects any user, any device, and any app over any network. Back in the day when your users were all on the network and your applications resided in your physical data center, it made sense to establish a secure perimeter around your network. But those days are over, the perimeter is gone, and network security is all but irrelevant. Instead, you need to put your defenses and controls where the connections occur— the internet — so that every connection is fast and secure, no matter how or where users connect or where their applications reside. By moving applications and infrastructure to the cloud and untethering employees from their desks, you can realize tremendous advantages in productivity, agility, and cost containment. With our 100% cloud built secure platform, Zscaler can help you make the move to the cloud, securely.
  • LastPass

    • LastPass is an award-winning password manager which helps more than 33 million registered users organize and protect their online lives. For more than 100,000 businesses of all sizes, LastPass provides password and identity management solutions that are convenient, easy to manage, and effortless to use. From enterprise password management and single sign-on to adaptive multi-factor authentication, LastPass for Business gives superior control to IT and frictionless access to users.
  • Ping Identity

    Ping Identity provides secure and seamless digital experiences for your employees, partners and customers. We do it by securely connecting users to cloud, mobile, and on-premises applications and APIs while managing identity and profile data at scale.
  • Delphix

    Delphix is the industry leader for DevOps test data management. Businesses need to transform application delivery but struggle to balance speed with data security and compliance. Our DevOps Data Platform automates data security, while rapidly deploying test data to accelerate application releases. With Delphix, customers modernize applications, adopt multi-cloud, achieve CI/CD, and recover from downtime events such as ransomware up to 2x faster. Leading companies, including Choice Hotels, and Fannie Mae, use Delphix to accelerate digital transformation and enable zero trust data management. Visit us at Follow us on LinkedIn, Twitter, and Facebook.

Strategic Partners

  • Egon Zehnder

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

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

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

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

Alliance Partners

  • 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.
  • 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.
  • Greylock Partners

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

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

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

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

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.
  • NPower

    NPower is a high-performing leader in providing pathways to successful tech careers for young adults from underserved communities and veterans across the US and Canada. NPower’s award winning training programs use curriculum informed by senior industry leaders and labor market trends. On average, NPower graduates 80% of enrolled students, places 100% of graduates in paid internships and has over an 80% rate of success for employment or continued education within 6 months of graduation. We address many of the primary barriers that our veteran community confront. Beyond free technical classes, our career training programs provide in-demand certifications within weeks, paid internships, professional networking and mentorship with business leaders, soft skills coaching, connection to social services, job placement assistance, transit assistance and an opportunity for graduates to give back to the program via our professional volunteer network. We provide ongoing career coaching, advanced certifications, and leadership development for our alumni, ensuring that we are developing true pathways for long-term success for our students.

Hyatt Regency Huntington Beach Resort And Spa - Huntington Ballroom

21500 Pacific Coast Hwy
Huntington Beach

Room Rate: $319++

Cut-Off date: Monday, August 15, 2022

Reservation Method: Link TBD

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


For more information contact us:

(203) 221-2702

The Strongest Executive Leadership Network

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