Upcoming Summits

2018 Boston CIO Executive Leadership Summit

Seaport Hotel and World Trade Center, Boston, MA


Event Highlights

Reimagine, Reinvent:  Building a Customer-Centric Organization In Highly Disruptive Times

In today’s fast-changing business landscape, it’s not your competitors that threaten your company’s survival. It’s your organization’s willingness and capacity to disrupt its existing business model or be disrupted. Because the CIO is at the center of the digital transformation journey she or he is uniquely positioned to deliver fearless leadership, fuse emerging technologies with process redesign and people skills, partner with the C-suite and board of directors, and successfully navigate the business into the future.

The courageous leadership traits needed to foster a culture of innovation and transformation on the path to genius will be the focal point of the 2018 Boston CIO Executive Leadership Summit.


  • Don Anderson
    SVP & CIO
    Federal Reserve Bank of Boston

    Don Anderson is the Senior Vice President and Chief Information Officer (CIO) at the Federal Reserve Bank of Boston. In this capacity, he is responsible for the Federal Reserve System's Internet Cyber and Network Security services and Financial Management Technology services, the Bank’s IT function, Real Estate Services, and Law Enforcement units. Don is currently a member of the Bank's Executive Committee.

    Prior to joining the Federal Reserve, Don was a senior consultant with Hewlett Packard (HP) Enterprise focused on the development and execution of IT transformation strategies for Fortune 500 companies. While at HP, Don successfully managed a number of multi-million dollar international programs.

    He holds a BS degree from the University of Connecticut and an MBA from Bentley University, is a founding member of the Advanced Cyber Security Center (ACSC), a Board Member of the Boston CIO Leadership Association and Wall Street Technology Association (WTSA) and is an active member of the Dana Farber Leadership Council (DFLC).

  • Wolfgang Bauriedel
    Practice Lead, Technology Sector
    Russell Reynolds Associates

    Wolfgang Bauriedel is a member of the firm’s Technology Sector. He specializes in technology enabled business transformation and advises clients across industries on digital transformation, organization and enablement. He is based in Boston.

    PREVIOUS EXPERIENCE


    Before joining Russell Reynolds Associates, Wolfgang served as Partner and Managing Director for the Boston Consulting Group in their Digital Transformation Practice. Prior to that, Wolfgang was Partner for the Strategic Information Technology and Operations practice at Oliver Wyman. Earlier in his career, he held various leadership roles for AlixPartners, Kabel Baden-Wuerttemberg, and Accenture.

    EDUCATION


    Wolfgang earned his Master’s in Computer Science from the Technical University in Munich, Germany. He also has a Bachelor’s in Computer Science from the Technical University in Munich, Germany and Mathematics from the University of Bayreuth, Germany. Wolfgang is fluent in German.

  • Ken Bell
    Director of Information Security
    Forcepoint

    Ken Bell is the Director of IT Security at Forcepoint and is responsible for securing the company and sharing our key learning with customers.  Ken has more than 26 years of information security and law enforcement experience.  Ken specializes in computer and network forensics and has conducted hundreds of computer and network forensic investigations.  Ken holds a Master’s Degree in Cyber Security and Information Assurance from Norwich University and a Bachelor's Degree in Criminal Justice and Computer Information Systems.  In addition, Ken holds several industry recognized certifications. 

  • Michael Curmi
    Vice President
    Fidelity Investments

    Michael Curmi is a technology leader with significant global experience across the Americas, Europe, Africa, and Asia-Pacific, leading teams of 1000 people in over 50 countries. He has a passion for defining technology-enabled strategies that can transform operating models and the ways in which corporations conduct business.

    He learned leadership at the Royal Military Academy Sandhurst and spent five years as a British army commissioned officer. Following business school, he worked in management consulting for firms including A.T.Kearney and Deloitte. He then spent four years as the CIO of the world’s largest travel management company, Carlson Wagonlit Travel, driving global transformation in a very competitive industry. After two years leading CSC’s technology strategy practice, he now works for Fidelity in the internal business consulting division, formulating and driving programs to optimize value derived from technology.

  • Hugo Fueglein
    Managing Director, CIO/IT Practice
    Diversified Search

    Hugo Fueglein is a Managing Director in Diversified Search’s New York City office. He is a leader in the CIO & IT Management Practice in the United States and is a core member of the Global CIO Practice for Diversified Search.  Mr. Fueglein is also a leading member of the Global Technology Practice at Diversified Search. He has placed technology executives in key positions across all industries.  Hugo’s specialization is in the placement of Chief Information Officers, Chief Technology Officers, and technology executives in IT Architecture, IT Infrastructure, Application Development, and IT Operations.

    Prior to joining Diversified Search, Mr. Fueglein was an Executive Vice President with DHR International and formerly an integral member of the CIO and IT Practice at CTPartners.  He served clients across industries, recruiting talent to fill critical roles in corporate technology functions.  Hugo has completed assignments for CIOs and key leadership positions in technology for a broad scope of clients that continuously utilize technology as a strategic initiative.  Industry sectors served include technology, consumer goods, retail, energy, financial services, health care, pharmaceutical, manufacturing, and industrial.

    Hugo’s search career also includes being a Principal with both Korn/Ferry International and Morgan Samuels.  During his seven year tenure with Korn/Ferry, he was instrumental in the creation of the CIO Center of Expertise.  Earlier in his career, Hugo was an economist with Chase Econometrics and The WEFA Group (Wharton Economic Forecasting Associates).  While serving as an economist with The WEFA Group (Wharton Economic Forecasting Associates), Hugo refined his strategic process management and developed superior communication abilities in working with a diverse clientele.

    Education
    BS, Agricultural Economics, University of Connecticut

    MS, Agricultural Economics, University of Connecticut

  • Jim Gearhart
    Sr. Director, Enterprise Business Applications & Development
    Zendesk

    With more than 20 years experience building and leading technology teams, Jim Gearhart is currently the Senior Director of Enterprise Business Applications & Development for Zendesk Inc. In this role, Jim provides executive leadership to ensure Zendesk’s vision is realized through a modern, cloud-first technology stack. He sits at the intersection of pricing and packaging decisions for Zendesk’s SaaS products, enterprise platform, and process governance, and represents Zendesk in MGI's Monetization Leadership Council, a Silicon Valley group dedicated to identifying market trends and best practices for SaaS companies. Jim has worked in a technical leadership capacity for a number of notable tech companies including HP, Agilent Technologies, Unify, Turn, Omniture, and Adobe. Outside of his day to day executive functions, his interests include family, world travel, science, winter sports, and scuba-diving.

  • Tasker Generes
    Global Head of IoT Strategy - Chief Innovation Office
    ServiceNow

    Tasker Generes is the Global Head of ServiceNow’s Connected Universe Strategy in the Chief Innovation Office. Currently authored 12 patents around ConnectedOperations, ConnectedHuman, ConnectedSecurity and ConnectedService. In this role, Tasker crafts ServiceNow’s strategy for the Connected Universe leveraging IoT, BlockChain, and AI while also providing executive level advisory to extend the value of service management across the corporate enterprise to support organizations in their efforts to transform and modernize.   

    Prior to joining ServiceNow in 2015 Tasker was Chief Technology Officer of Amtrak and ran his own consulting firm Silos to Service Solutions Inc. bringing business and IT together to leapfrog their competition through focused service. As Chief Technology Officer at Amtrak, Tasker was charted to transform the organization through Strategy, Audit, Strategic Vendor Management, Business Intelligence, Service Management, and Enterprise Architecture.  Using his years of healthcare, distribution, and global financial services industry experience, he transformed services to provide tremendous value, defined by efficiency, revenue, customer satisfaction and speed of quality delivery.   

    Additionally as a Chief Technologist for Service Management Solutions with IBM, Tasker has a deep depth of knowledge and experience in leading global service management delivery across process, technology, organization and information and also holds patents in Service and IT Financial Management methods.  

  • Ken Grady
    CVP & CIO
    IDEXX Laboratories

    Ken Grady serves as Vice President & global CIO for IDEXX Laboratories, the global leader in diagnostics and technology solutions for animal health, water & milk quality. Prior to joining IDEXX, Ken served as CIO for New England Biolabs, and global head of IT Shared Services for Novartis Vaccines & Diagnostics. In these roles Ken led early adoption of cloud technologies, the launch of new eCommerce platforms, and the commercialization of connected devices & the Internet of Things. Bringing more than 20 years of life sciences and technology leadership, Ken now leads an worldwide organization supporting new product launches, global distribution and support of some of the most innovative and critical diagnostic capabilities in the market protecting our food and water supply chains, and the health and well being of people and their companion animals.  Ken has been profiled for leadership and innovation by partners such as Salesforce.com, Apple and SAP.  Ken is an active member of the community, having served the last several years on town committees, and as a sponsor and senior advisor to Maine’s Project LOGIN. 

  • Elizabeth Hackenson
    CIO
    Schneider Electric

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

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

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

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

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

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

  • Brad Horst
    CIO, Principal
    EYP, Inc.

  • Jim Kinchley
    Director of Business Development
    Year Up Greater Boston

    Year Up promises an internship in a professional organization to every student that earns one.  As Year Up continues to expand the number of students they serve, almost 600 students per year in Boston alone, Jim is responsible for building relationships with Boston business’ that have the capacity and desire to host Year Up students and hire Year Up graduates.

    Jim is also responsible for managing Year Up’s existing relationship with Partners HealthCare, who historically hosted a dozen interns a year, and has grown that to 23, with mutual commitments to reach 35 interns per year.  Partners has hired over 112 Year Up graduates!

    Prior to joining Year Up, Jim enjoyed an extensive career in the technology world, with an emphasis on growing sales in early stage companies, but also as CEO of a few start-ups.  Jim believes his greatest successes have been driven by careful listening, and understanding the needs of those organizations he’s partnered with.  Jim continues practicing those skills in understanding the hiring needs of Boston’s businesses to inform Year Up’s curriculum choices, and ultimately matching the Year Up interns and grads to the mid-skill, entry-level roles businesses have the hardest time filling. 

    Jim is happily married and enjoying an empty nest, after raising two amazing young men, with two grandsons, so far.  He enjoys sailing and tennis during our brief summers.

  • Jeff Lamoreaux
    CIO
    Global Partners LP

  • Sean Lennon
    SVP & Global CIO
    Allergan, Plc

    Sean Patrick Lennon, a visionary leader who drives transformation of global, multi-billion dollar organizations from the inside out, has pushed Allergan to become the fastest-growing, most dynamic pharmaceutical company in global healthcare. In his role with Allergan IT, Sean has successfully directed integration and divestiture activities for 40+ acquisitions and divestitures since 2010. His know-how enabled the business to rapidly scale, setting the stage for Allergan’s record growth. With Sean’s unparalleled expertise in highly-efficient integration, Allergan IT has captured over $300 million in cost savings by realizing synergies and strategically restructuring during the mergers and acquisitions process. With an eye on aligning the company’s IT strategy and business strategy, Sean spearheads all aspects of technology vision, product development, and digital delivery of customer-oriented technology services, guiding more than 20,000 Allergan associates around the world. 

    Prior to joining Watson Pharmaceuticals, now Allergan, Sean served as Vice President of Global Infrastructure Services at Novartis Pharmaceuticals, one of the largest healthcare companies globally. At Novartis, he consolidated client services to their highest satisfaction ratings and reduced budget by $100 million. In 2002, Sean was recruited by pharmaceutical services company C3i to fix its struggling business, a turnaround that he resourcefully executed in less than 60 days as Senior Vice President and General Manager. Sean found his start in the industry with Schering Plough Pharmaceuticals. In 1996, he characteristically rolled up his sleeves to convert Schering Plough’s Managed Care and Health Management group from an entity not delivering value, to a top team in the business with the highest IT satisfaction. Sean initially proved his worth to the company as a consultant in 1994, when he designed and developed the first Third-Party Data Warehouse system in the industry, enabling Schering Plough to deploy its field sales organizations up to 10 days faster than the competition and at a reduced cost.  

    Sean is in the highest echelon of experience for managing large technical organizations and leading the development and implementation of business-driven digital IT programs.  He also has extensive operational and financial experience, overseeing all IT Financial Planning and Analysis, leading IT business plan development, financial forecasting, financial analysis, and capital commitment planning, as well as competitive analysis and benchmarking.  Sean possesses strong communication acumen, skilled at delivering technology-oriented messages to nontechnology-oriented people. He has succeeded in breaking down the walls between IT and other business units positioning IT as a key strategic partner. Sean is consistently recognized as a top performer in both measurable results and organization-shaping behaviors. He is very organized and results-oriented with strong process management abilities; he also possesses the insight required to build and focus the high energy of creative teams. Extremely customer-focused, Sean has extensive experience working internationally, having traveled to and done business in more than 50 countries worldwide. He sits on several advisory committees and has received numerous industry honors and recognitions for leadership in delivering innovative technology solutions.  Sean was named 2015 “CIO of the Year” by NJ Tech Council. 

    Sean has 33 years of technical and IT management experience, including 22 years specific to Life Sciences. He holds a Bachelor of Science degree in Computer Science and Business Management from St. John’s University in New York.  

  • Sean McCourt
    Founder & Managing Director
    Longford & Company

    Sean McCourt is Managing Director of Longford & Company, based in downtown Boston. Sean has 17 years of industry experience working with IT executives/CIO’s and has become a valuable asset to many CIO’s through his knowledge of the CIO job market and his connections throughout the industry.

    In early 2012, Sean started Longford & Company, a technology services firm dedicated to high quality service and delivery for IT executives. The firm’s focus is working with CIO’s to provide consultants for high impact projects, as well as conducting executive/management level searches. Since 1997, Sean’s dedication and passion for helping IT executives achieve their professional and personal goals has enabled him to build a strong reputation in the industry. Sean received a Bachelor’s in Business Administration/Finance from Roger Williams University in Rhode Island.

  • Hunter Muller
    President & CEO
    HMG Strategy

    Hunter Muller is a transformative CEO at HMG Strategy, LLC, the strongest executive leadership network. Drawing on more than 25 years of experience in consulting with IT executive leaders, Hunter is a multi-title book author and a frequent industry speaker on transformational leadership and innovation. His concepts are used worldwide to improve executive performance, enhance collaboration, elevate the role of IT, and align strategy across the enterprise.

    Through years of research and experience, Hunter has published four books: “The Transformational CIO” (John Wiley & Sons, 2011), “On Top of The Cloud” (John Wiley & Sons, 2012), “Leading the Epic Revolution” (John Wiley & Sons, 2013), and “The Big Shift in IT Leadership” (John Wiley & Sons, 2015).

    HMG Strategy assists C-level executives in becoming transformational leaders. HMG Strategy hosts networking summits and provides services that are focused around innovative IT leadership, management, and technology support to CIOs and senior IT executives. HMG Strategy is "The Strongest Executive Leadership Network" with an international association of more than 300,000 global CIOs/senior IT executives, industry experts, and world-class thought leaders.

    Hunter and HMG Strategy support a variety of IT-related charities, and Hunter is a member of the Executive Committee of the Fairfield/Westchester Chapter of the Society for Information Management.

     

     

  • Dave Pitera
    Regional Director
    Magenic

  • Mark Polansky
    Senior Partner, Technology Officers Practice
    Korn Ferry

    Mark Polansky is a Senior Partner in Korn Ferry’s Information Technology Officers Center of Expertise, an executive search practice he headed up for more than twelve years. He has been based in the firm’s New York office since joining Korn Ferry in 1997.

    Mark has extensively recruited chief information officers, chief technology officers, chief information security officers and other senior IT leadership talent across varied vertical sectors including Industrial, Consumer, Life Sciences and Higher Education. His consultative approach to search encompasses talent strategy, organization design, search process and diversity recruiting. Mark ’s clients range from the Fortune 100 (McKesson, General Electric, Hewlett-Packard, Boeing) to smaller high-growth companies (Under Armour, Regeneron, DirecTV) as well as prestigious public and private universities (Harvard, Rockefeller, University of Florida).

    Before entering the search field, Mark developed and marketed information systems within the Financial Services and Higher Education sectors. He currently serves on the Advisory Committee for Columbia University's executive graduate program in Information Technology Management.

    Mark frequently addresses conferences and writes on information technology and career management topics.  He is the creator of the “Executive Career Counsel” column in CIO Magazine and on CIO.com. He is a member of the Society for Information Management (SIM) and has served as President of the New York Chapter. He sits on the Advisory Boards of The Information Technology Senior Management Forum (ITSMF), the national organization dedicated to fostering executive talent among African-American IT professionals, and HITEC, the Hispanic Information Technology Executive Council.

    Mark holds a master’s degree in Computer Science from Pratt Institute and a bachelor’s degree in Mathematics and Electrical Engineering from Union College.

  • Dan Puterbaugh
    Director, Strategic Development, Document Cloud
    Adobe

    Dan Puterbaugh is the Director, Strategic Development, Document Cloud for Adobe.

    An attorney for over 20 years, Puterbaugh has written and spoken extensively on issues related to electronic signatures and records.  He is the Chairman of the Electronic Signature and Records Association.  He has spoken at the annual Association of Corporate Counsel, and the American Bar Association Technology Conference.  He has also published articles on a variety of topics related to electronic transactions including simplifying legal workflows, the new EU electronic signature law, eIDAS and the challenges of electronic signature implementations.  He joined Adobe Systems in 2008 as legal lead for Adobe’s enterprise document solution, LiveCycle.

    Prior to joining Adobe, Puterbaugh spent seven years as assistant general counsel at Intuit Inc., a leading provider of business and financial management solutions for consumers, small and mid-sized businesses, and accounting professionals. While there, he was the lead attorney supporting all product development company-wide including the establishment and ongoing support of the company’s product development operations in Bangalore.

    Puterbaugh is a member of the California Bar Association. He received his Juris Doctor from Santa Clara University. He currently resides in Los Gatos, CA.

     

    Recent Speaking Engagements

    “The Future of Digital Identity”, Legal Marketing Association Conference, San Francisco, October 6, 2016

    "E-Signatures: State of the Law, Enforceability and Gotchas“;  CLOC Institute; San Francisco, June 2, 2016

    "Enhancing Compliance and Risk Management “; ACC Meeting, New York, April 11, 2016

    "E-Signatures, Authentication and Contracts“; ABA Technology Conference; Chicago; March 18, 2016

    "To eSign or not to eSign: How HR can simplify compliance using electronic signatures“; SHRM – Webinar; March 17, 2016

    "Electronic Signatures:  Are They an Option for Your Organization?”; ACC Annual Conference; Boston; October 20, 2015

    Selected Articles

    Keep it Simple, Legal ACC Docket, May 2016

    Understanding eIDAS Legal IT Insider, March 2016

    Educating the Enterprise e-Signer ACC Docket, February 2016

    How GCs Can Motivate the C-Suite to Modernize Contracts Law 360, May 2016

  • Brian Shield
    VP, IT
    Boston Red Sox

    Brian Shield is responsible for technology for the Boston Red Sox and Fenway Sports Management.  He leads the technology team on all phases of the Red Sox strategy from creating a compelling fan experience to enabling an effective front office and baseball operations environment. Shield was named ‘Georgia CIO of the Year’ in 2005, his work in television was recognized with a Technology ‘Emmy’ Award in 2006, and his leadership and commitment to Georgia’s business-technology community was recognized in 2012 when he received the Lifetime Achievement Award from the Georgia CIO Leadership Association (GCLA). Prior to joining the Red Sox, Shield was CEO of Shield Consulting Group, LLC, where he assisted companies with their strategic decisions regarding technology direction, digital media and IT strategy and leadership.  Prior to starting his own company, Shield served as the EVP and CIO of The Weather Channel where for 14 years he oversaw all technology, including weather.com, mobility, weather systems, broadcast television and IT.  Prior to joining The Weather Channel, Shield served as CIO of FTD, Inc. in Chicago, where he was responsible for all IT including their global network reaching more than 125 countries. Preceding his tenure at FTD, he was CTO at the investment firm of Scudder, Stevens & Clark and formerly with Wang Laboratories. Shield completed his education at Bentley College in Waltham, MA where he majored in Computer Information Systems while minoring in Management and Accounting.  

  • Stephen Spagnuolo
    Managing Director, Digital Security & Risk
    Quantum Search Partners

     

  • Mike Towers
    Chief Security Officer
    Takeda Pharmaceuticals International, Inc.

  • Marshall Tracy
    CISO
    IDEXX Laboratories

  • Brad Whitehall
    VP of IT & CIO
    UniFirst Corporation

    Brad Whitehall is Vice President, Information Technology & CIO for UniFirst a leading supplier of uniforms, workwear and related products to businesses big and small since 1936. UniFirst provides a wide range of apparel from traditional uniforms, industrial wear, specialty and protective clothing to corporate casual and executive attire. Brad brings over 20 years of IT management experience having worked previously at Wex Inc., BJ’s Wholesale Club, The MathWorks, Information Resources Inc., Johnson Controls, and United Technologies. Brad holds a PhD from the University of Illinois in Computer Science.

  • Stephanie Woerner
    Research Scientist
    MIT Center for Information Systems Research (CISR)

    Stephanie L. Woerner, PhD is a Research Scientist at the Center for Information Systems Research (CISR) at the MIT Sloan School of Management. Established at the MIT Sloan School of Management in 1974, MIT CISR conducts evidence-based research that addresses the information-related challenges of business leaders worldwide and provides practical, actionable insights to help them move their companies forward in the digital age.

    Stephanie is an expert on how companies use technology and data to create more effective business models and her research centers on how companies manage organizational change caused by the digitization of the economy. She is currently studying 1) business models for the next- generation enterprise and 2) the different digital transformation pathways companies are taking to become future ready. Stephanie has a passion for measuring hard-to-assess digital factors such as connectivity and customer experience, and linking them to firm performance.

    Recent articles (with Peter Weill) include “Mobile Customer App Engagement Pays Off,” and “Top IoT Companies Grow Faster but Require All-in Commitment,” both in European Business Review, and "Optimizing Your Digital Business Model," "Thriving in an Increasingly Digital Ecosystem,” and “Is Your Company Ready for a Digital Future?”, all in Sloan Management Review. In 2016, she was a subject matter expert on enterprise digitization for the Wall Street Journal CEO Council Conference. Stephanie is coauthoring with Peter Weill, a book, What’s Your Digital Business Model? Six questions to help you build the next generation enterprise, (Harvard Business Press, forthcoming May 2018). She earned her Ph.D. in Organizational Behavior from the Stanford Graduate School of Business.

Print

September 13, 2018, 7:00 AM-5:30 PM
Seaport Hotel and World Trade Center


7:00 AM - 8:00 AM        

Registration, Continental Breakfast and Networking


8:00 AM - 8:20 AM  

Welcome and Introduction

Hunter Muller, President and CEO, HMG Strategy


8:20 AM - 8:40 AM

HMG Lead, Innovate, Disrupt Tech Talk: The IDEXX Story: a Top 50 Most Innovative Company and the Technology Transformation

Ken Grady, CVP & CIO, IDEXX Laboratories

Technology is a core part of the innovation engine at IDEXX, from new products to new go-to market strategies. The CIO as an enabler of innovation requires a change mindset, a change architecture, and a commitment to creating value from the boardroom to the help desk, that matches technology capability, business objectives, and customer obsession. IDEXX IT has transformed from a back office enterprise function to a front line partner for customers and the lines of business that continues to accelerate the success of IDEXX, named to the top 50 most innovative global companies by Forbes in 2017.


8:40 AM - 9:00 AM

HMG Lead, Innovate, Disrupt Tech Talk:  Creating the Next Generation Enterprise

Dr. Stephanie Woerner, Research Scientist, MIT Center for Information Systems Research (CISR) 

Digital transformation is not about technology—it’s about change. And it is not whether that change will come, but a question of when and how. To thrive in a digitized economy, businesses of all sizes will need to reinvent themselves and substantially change their organizations. Stephanie Woerner, co-author of the recently published What’s Your Digital Business Model, will outline the six key questions that executives must answer to inform an enterprise’s transformation strategy.


9:00 AM - 9:20 AM

HMG Lead, Innovate, Disrupt Tech Talk:  Driving the Digital Roadmap at Allergan

Sean Lennon, SVP & CIO, Allergan interviewed by Hunter Muller, President and CEO, HMG Strategy

Allergan has become the fastest-growing, most dynamic pharmaceutical company in global healthcare. Allergan IT has captured over $300 million in cost savings by realizing synergies and strategically restructuring during the mergers and acquisitions process. With an eye on aligning the company’s IT strategy and business strategy, Sean spearheads all aspects of technology vision, product development, and digital delivery of customer-oriented technology services, guiding more than 20,000 Allergan associates around the world.


9:20 AM - 9:50 AM

Coffee Break, Networking and Meet Our Partners


9:50 AM - 10:30 AM  

EXECUTIVE PANEL:  New Technologies - Fueling Big Opportunities and a Competitive Edge

Jim Gearhart, Sr. Director, Enterprise Business Applications & Development, Zendesk 

Dave Pitera, Regional Director, Magenic

Dan Puterbaugh, Director, Strategic Development, Document Cloud, Adobe 

Moderator:  Brad Whitehall, VP of IT & CIO, UniFirst Corporation

In the new digital era, successful companies aren’t working harder – they’re working smarter. Intelligent enterprises are harnessing new technologies that include Internet of Things, artificial intelligence, machine learning, and data analytics to identify and act on new business opportunities, automate key facets of their operations, and boost organizational productivity. This panel of executives will discuss real-world applications of advanced technologies that are driving speed to market and a competitive edge. 


10:30 AM - 11:00 AM 

Coffee Break, Networking and Meet Our Partners


11:00 AM - 11:40 AM  

EXECUTIVE PANEL:  Balancing Agility, Innovation, and Security

Ken Bell, Director of Information Security, ForcePoint 

Mike Towers, Chief Security Officer, Takeda Pharmaceuticals International, Inc.

Marshall Tracy, CISO, IDEXX Laboratories

Moderator:  Stephen Spagnuolo,Managing Director, Digital Security and Risk, Quantum Search Partners

Competitive advantage requires agility and innovation. At the same time data, assets, intellectual capital must be protected. This panel will focus on how to foster innovation and leverage security as a competitive advantage, providing strategies that can be quickly implemented to achieve the overall goal of secure innovation.


11:40 AM - 1:00 PM  

Luncheon

Year Up Briefing - Jim Kinchley, Director of Business Development, Year Up Greater Boston


1:00 PM - 1:30 PM  

EXECUTIVE PANEL:  Beyond Leadership – What Makes a Technology Executive Successful 

Wolfgang Bauriedel, Practice Lead, Technology Sector, Russell Reynolds Associates

Hugo Fueglein, Managing Director, Diversified Search

Sean McCourt, Founder & Managing Director, Longford & Company

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

Moderator: Hunter Muller, President & CEO, HMG Strategy

Today’s technology executive plays a pivotal role in helping his or her organization respond to the forces of change needed to become a digital enterprise, no matter what industry they are in. What are the top skills and traits necessary to lead a successful digital transformation, develop collaboration with the C-suite and board, and to achieve the future vision? This panel of top technology search executives will share valuable advice on what key attributes and strategies, beyond leadership, are making some technology executives more successful than others.     


1:30 PM - 2:00 PM

Coffee Break, Networking and Meet Our Partners


2:00 PM - 3:00 PM 

EXECUTIVE ROUNDTABLE WORKGROUPS: Exploring the Five Most Impactful Technology Trends of 2018 

These moderated executive roundtable discussions allow attendees to brainstorm on the top opportunities for applying specific technologies along with the challenges that must be overcome to succeed.

  1. AI and Machine Learning (SESSION LEAD:  Brad Whitehall, VP of IT & CIO, UniFirst Corporation)
  2. Cloud (SESSION LEAD:  Hunter Muller, President and CEO, HMG Strategy)
  3. Blockchain (SESSION LEAD:  Don Anderson, SVP & CIO, Federal Reserve Bank of Boston)
  4. Career and Leadership (SESSION LEAD:  Mark Polansky, Senior Partner, Technology Officers Practice, Korn Ferry and Jeff Lamoreaux, CIO, Global Partners LP)
  5. Digital Disruption (SESSION LEAD:  Brad Horst, CIO, Principal, EYP, Inc.)

3:00 PM - 3:30 PM

Coffee Break, Networking and Meet Our Partners


3:30 PM - 4:10 PM

EXECUTIVE PANEL:  Reimagine, Reinvent:  Building a Customer-Centric Organization in Highly Disruptive Times 

Michael Curmi, Vice President, Fidelity Investments 

Tasker GeneresGlobal Head of IoT Strategy - Chief Innovation Officer, ServiceNow

Elizabeth HackensonCIO, Schneider Electric 

Brian Shield, VP IT, Boston Red Sox

Moderator:  Hunter Muller, President and CEO, HMG Strategy

As businesses strive to respond to shifting customer preferences and needs, CEOs expect CIOs and technology executives to serve as trusted business advisors who can help the C-suite to reimagine and reinvent the customer experience in the digital age and help the organization gain a competitive edge. This requires CIOs and their IT teams to gain a deeper understanding of external customers and their interests and to orchestrate how people, processes, and technologies can be melded to provide simplified customer experiences. This panel of technology executives will discuss their roles in leading customer-centric strategies along with how they can work with fellow members of the C-suite in fostering a customer-focused organization. 


4:10 PM - 5:30 PM

Raffle Prizes and Executive Networking Reception



Platinum Partners

  • Adobe

    Adobe innovations drive the future of digital media. Adobe tools help customers create highly compelling content, deliver it across diverse media and devices, and then optimize it through systematic targeting and measurement. Only Adobe offers this complete spectrum of capabilities, providing a critical competitive edge in today's ever-changing media landscape. To learn more, please visit http://www.adobe.com/solutions/digital-media.html

    http://www.adobe.com/solutions/digital-media.html
  • Forcepoint

    Forcepoint is transforming cybersecurity by focusing on what matters most: understanding people’s intent as they interact with critical data and intellectual property wherever it resides. Our uncompromising systems enable companies to empower employees with unobstructed access to confidential data while protecting intellectual property and simplifying compliance. Based in Austin, Texas, Forcepoint supports more than 20,000 organizations worldwide.

    https://www.forcepoint.com/
  • Magenic

    Magenic is a digital technology-consulting firm that helps get your digital products to market faster. Magenic has the right strategy, the right process, and the right people to deliver your digital products with unmatched quality and speed.

    https://magenic.com/
  • ServiceNow

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

    https://www.servicenow.com/
  • Zendesk

    Zendesk builds software for better customer relationships. It empowers organizations to improve customer engagement and better understand their customers. More than 107,000 paid customer accounts in over 160 countries and territories use Zendesk products. Based in San Francisco, Zendesk has operations in the United States, Europe, Asia, Australia, and South America.

    https://www.zendesk.com/

Gold Partners

  • Datalink, a division of Insight

    Datalink is an IT services provider that helps organizations transform technology, operations and service delivery to meet business challenges. Clients rely on us for an unbiased evaluation of solution options, a full lifecycle of services, and a comprehensive approach to deliver positive business outcomes across cloud, IT transformation, next generation technology, and security.

    https://www.datalink.com
  • enSilo

    enSilo comprehensively secures the endpoint pre- and post-infection, while automating, orchestrating detection, prevention and real-time response against advanced malware. enSilo's single lightweight agent includes next generation antivirus (NGAV), application communication control, automated endpoint detection and response (EDR) with real-time blocking, threat hunting, incident response and virtual patching capabilities. Our patented approach allowing kernel visibility, stops modern malware with a high degree of precision and intuitive user interface. enSilo’s product effectively manages malware threats without alert fatigue, excessive dwell time or breach anxiety. enSilo's cloud management platform is flexible and extensible to meet operational needs that stop malware impact.

    https://www.ensilo.com/
  • Ivanti

    Ivanti unifies IT and Security Operations to better manage and secure the digital workplace. From PCs to mobile devices, VDI and the data center, we discover IT assets on-premises and in the cloud, improve IT service delivery, and reduce risk with insights and automation. We also help you leverage modern technology in the warehouse and across the supply chain to improve delivery without modifying backend systems. Ivanti is headquartered in Salt Lake City, Utah, and has offices all over the world. For more information, visit www.ivanti.com and follow us at @GoIvanti.

    https://www.ivanti.com/
  • Pure Storage

    Pure Storage helps customers build a better world with data. The Pure Storage Data Platform, powered by all-flash storage, offers a simpler, more effective, and more flexible solution for cloud infrastructure and data-rich applications like artificial intelligence, machine learning and big data analytics. With Satmetrix-certified NPS performance in the top 1% of B2B companies, Pure has an ever-expanding range of customers who are some of the happiest in the world.

    https://www.purestorage.com
  • The Judge Group

    The Judge Group is a leading professional services firm specializing in Technology Consulting, Learning, and Staffing Solutions. Judge’s applications and infrastructure services include support for Agile/DevOps transformations and disruptive technologies including A.I. & machine learning, big data, robotic process automation, blockchain, and cybersecurity. With over 48 years of experience, Judge employs more than 7,000 professionals through its 35 offices in the US, Canada, India, and China. Judge is the 12th largest IT staffing firm in the US as ranked by Staffing Industry Analysts, and has consistently been recognized among the top 2% of industry leaders for client and talent satisfaction.

    www.judge.com

Supporting Partners

  • AutonomIQ

    AutonomIQ is a cloud platform that enables product and IT teams to autonomously test, release and deploy software, thereby increasing velocity of software releases without compromising quality. With pre-built integrations to common web applications and SaaS providers, customers can instantly create test cases, generate test scripts and test data, and execute tests. Using deep-learning and AI algorithms, AutonomIQ detects changes, enables self-healing for test assets and provides advanced diagnostics. In real world situations, AutonomIQ has been shown to provide over ~50% improvement in speed and quality compared to existing tools and techniques.

    www.autonomiq.io
  • Datrium/Zerto

    Developed exclusively for virtualized and cloud environments, Zerto is rapidly becoming the standard for disaster recovery and business continuity in the modern data center. The company’s award-winning solution, Zerto Virtual Replication (ZVR), is the industry’s first hypervisor-based, virtual aware, data replication software, offering simplicity and greatly reduced operational and maintenance costs compared to legacy array-based replication.

    http://www.zerto.com/
  • Delphix

    Delphix's mission is to free companies from data friction and accelerate innovation. The Delphix Dynamic Data Platform allows data to be securely delivered to every stakeholder, across on-premise, cloud & hybrid environments, at the speed required to enable rapid development and delivery of applications and solutions. The Delphix Dynamic Data Platform provides a comprehensive approach to DataOps, enabling companies to easily deliver and secure data, wherever it exists.

    www.delphix.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
  • Russell Reynolds Associates

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

    http://www.russellreynolds.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 Venture Partners is an early stage venture capital firm focused on accelerating disruptive innovations and trends in the Enterprise and Consumer sectors. For over two decades, the Lightspeed partners have backed and helped build more than 250 companies globally, many of which have become market leaders. Lightspeed’s strategy is to be the first or lead institutional investor in companies with high growth potential in markets capable of supporting the creation of large, valuable enterprises. The Firm currently manages over $4 billion of committed capital and has invested in companies like AppDynamics, DataStax, Fusion-io, MuleSoft, Nest, Nicira.

    http://lsvp.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

  • Year Up Greater Boston

    Year Up Greater Boston opened its doors to 22 students in July 2001 as the first Year Up site in the country. In 2017, Year Up Greater Boston will support over 590 students in three sites. DOWNTOWN LOCATION The downtown location at 45 Milk Street is home to 420 Year Up students as well as Year Up’s national headquarters. In 2017, the downtown location will provide coaching, skill development, and internships in Information Technology (Helpdesk/Desktop Support), Financial Operations (Investment Operations), and Software Development (Quality Assurance and Data Analytics). We are inspired by the commitment of our extraordinary community, including our corporate internship partners, our community partners and our volunteers, who provide students across all three sites the support they need to succeed. QUINCY LOCATION Year Up Greater Boston launched its second location in October 2016 at State Street’s John Adams Building in North Quincy. 84 students a year receive coaching and skill development in investment operations and use the company as its extended classroom. State Street employees serve as mentors to each Quincy student, and all Quincy students do their internship within State Street, which has hired over 500 Year Up graduates, the most of any Year Up partner nationwide. ROXBURY LOCATION Year Up Greater Boston will launch its third location in March 2017 at Roxbury Community College (RCC). 84 students at the Roxbury site will receive coaching, skill development, and internships in sales and customer support from Year Up as well as access to RCC’s library, tutoring resources, and other services offered by the college. As students work toward a degree at RCC, they will also develop the work experience and network they need for sales/customer support careers.

    http://www.yearup.org/about-us/our-locations/greater-boston/

Seaport Hotel and World Trade Center

200 Seaport Blvd
Boston, MA

Room rate is $319/night. This rate expires on August 13, 2018.

To book a room, please call 1-877-SEAPORT and mention the HMG Strategy Room Block.

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

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

  • 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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For more information contact us:

(203) 221-2702
info@hmgstrategy.com