Upcoming Summits

2019 Stamford CIO Executive Leadership Summit

Register Now for Summit
Crowne Plaza Stamford Hotel, Stamford, CT

Enterprise 2025: Accelerating the Digital Roadmap to Survive and Thrive

The mantra in today’s fast-changing business environment is disrupt or be disrupted. CIOs and technology executives play a critical role in partnering with the CEO and the Board to identify how digital technologies such as artificial intelligence, machine learning, analytics, the Internet of Things and robotic process automation (RPA) can be leveraged to create competitive differentiation in the global digital economy.

The innovative mindset and cultural transformation skills needed to usher a successful digital roadmap for the business will be the focal point of the 2019 Stamford CIO Executive Leadership Summit.

  • Jim Carroll
    World Renowned Futurist, Trends and Innovation Expert

    Jim is one of the world’s leading global futurists, trends and innovation experts, with a massive global blue chip client list. Over the last 25 years, more than 2 million people have shared his insight at his events.

    Jim’s global client list gives him a front row seat to the high velocity change that is occurring as disruption comes to take hold of every industry and every organization.

    With that insight, and the customized research that he undertakes for every engagement, he helps to transform growth-oriented organizations into high-velocity innovation heroes!

    Organizations worldwide are working hard to determine what to do in the era of acceleration and disruption – and in large numbers, turn to Jim for the high level strategic guidance into the trends they must align to and the
    strategies they need to adopt.

    Jim shares this insight at the top tier of global events, with events that have included Leonard Nimoy (“Spock” of Star Trek), President George W. Bush, the late Carrie Fisher (“Princess Leia” of Star Wars), Terry Bradshaw of the NFL, Biz Stone (Founder of Twitter), Jimmy Wales of Wikipedia, Astronauts Scott Kelly (last pilot of the Space Shuttle), Buzz Aldrin of Apollo 11 and ISS Commander Chris Hadfield, business leaders Jack Welch of GE and Roger Goodall, the Commissioner of the NFL, actors Robert deNiro, Goldie Hawn & Forest Whittaker, and Lee Trevino and Bubba Watson of golf, among others.

  • Lynn Clarke
    CEO, Board Chair & Director

    Lynn is an independent board director, Chair & CEO with consumer packaged goods, digital, e-commerce, manufacturing, distribution, technology & specialty retail expertise. She has driven growth & has strategic, branding & operating experience in nine different industries, two Fortune 50 companies, two Private Equity firms and also acquired her own specialty e-commerce/digital company. Lynn is currently Chair of two boards & has experience on more than10 privately-held & private equity owned boards. Her experience includes 17 years of executive and general management, branding & operations roles at PepsiCo & General Mills, 4 years as CEO of private equity-owned companies & 11 years as CEO of an award-winning, direct to consumer global e-commerce business. Lynn’s goal as a board member is to advise companies on how to grow profitable businesses via digital disruption & brand building, based on a deep understanding of consumer & customer needs, enabling those organizations meet those needs better than competitors.

    Current Governance Roles
    2018 to date - Chairman of the Board, Nielsen-Massey, Privately-held food flavorings manufacturer
    2018 to date - Chairman of the Board, Talalay Global Latex, PE-owned mattress component manufacturer
    2017 to date - Board Member, Top Notch Distributors, Privately-held architectural hardware distributor
    2014 to date - Board Member, visii.com, early stage AI & visual search technology, London-based
    2009 to date - Board Member, Abarta Coca-Cola Beverages, Governance, Audit & Compensation Chair -

    Previous Governance Roles
    2009 to 2018 - Board Member, Kahiki Frozen Foods (previously publicy-traded); recently sold
    2011 to 2014 - Board Member, Trophikos Inc. Privately-held nutrition supplement e-commerce distributor
    2006 to 2008 - Advisory Board Member, Wells-Fargo (Wachovia) Bank
    2001 to 2004 - Board Member, Oskar Huber Furniture, Privately-held retailer CEO/Leadership
    2005 to 2017 CEO - MetroKitchen.com, digital consumer retailer of upscale brands of cookware, knives
    2002 to 2004 President/CEO - Fox Run, home products distributor to specialty retail 2000 to 2002 President/CEO, Board Member - Message Link, retailer/direct marketer of wireless products
    1989 to 2000 Pepsi Co - Marketing to Division General Manager
    1983 to 1989 General Mills - Marketing Assistant to Product Manager

    Lynn is a board member of the National Association of Corporate Directors Connecticut chapter, a member of Women Corporate Directors (WCD) and the Young Presidents Organization (YPO/WPO). She is also a frequent speaker on strategic planning, digital disruption & compensation, including at the 2018 NACD Summit, NACD Advanced Directors Conference, the Institute of Internal Auditors, Private Directors Association & the Georgia Institute of Technology Business School.

    She attended the YPO Harvard Business School leadership program & Wharton Business School Directors program. Lynn has an MBA from the University of Pittsburgh and a B.A. in Journalism & Communications from Point Park University. She is a resident of Greenwich, CT.

  • Harriet Edelman
    Vice Chairman
    Emigrant Bank

    Harriet Edelman is an accomplished senior executive with over thirty years of global operating experience in consumer goods and financial services. Harriet is Vice Chairman of Emigrant Bank, the largest privately held, family owned and run community bank in the United States. Harriet has responsibility for Finance Operations, Information Technology, and Credit Administration.

    Prior to Emigrant Bank, Harriet began her career and spent twenty-five years in consumer businesses. She rose to leadership positions in Marketing, Sales, Business Strategy and Transformation, e-commerce, Global Supply Chain and Information Technology. Harriet served as a Member of the Executive Committee and Member of the Finance Committee.

    Harriet has served on large public company boards for sixteen years in the U.S. and Europe, serving as Chairman and Member of Nominating & Governance Committees, Vice Chairman of Audit Committees, and Member of Executive and Compensation Committees. She serves on the Board of Directors of Brinker International, Inc., and Assurant, Inc. Previously, Harriet served on the Board of Directors of UCB, from 2012 through 2017, and The Hershey Company, Ariba, and the Blair Corporation.

    Harriet serves on the Board of Trustees at Bucknell University as Vice Chairman, Chairs the Campus Life Committee, and serves as a Member of the Finance, and Nominating & Governance Committees. She served as a Trustee at the New York Blood Center from 2010 until April of 2017 and Chaired the Oversight Committee and Strategic Planning Committee and was a Member of the Executive Committee.

    Harriet earned an MBA from Fordham University in Marketing and Operations Research and a Bachelor's degree from Bucknell University. Harriet completed the NACD CERT Certificate for Cybersecurity Oversight for Directors in July, 2018. She has been a guest lecturer on leadership, technology, women’s advancement, diversity and inclusion, and business strategy.

  • Greg Fell
    Chief Operating Officer
    Gama Aviation

  • Ursuline Foley
    Board Member & Strategic Advisor

    Ursuline (Urs) Foley has 35 years of global experience in Financial Services and Technology.  An accomplished executive, Urs served as Chief Corporate Operations Officer, Chief Information Officer (CIO), Chief Data Officer (CDO) and Managing Director with XL Group. She has proven leadership in driving company growth, expense containment and innovation strategies through success in multiple M&A integrations, diversifications, major complex business transformations, regulatory compliance and data privacy, shared service establishment and by leading technology, data & digital capabilities. Urs led large global high-performance teams for technology and specific operations for many years. Prior to XL Group, Urs held various technology positions at other Reinsurance, Financial brokerage, Shipping and Manufacturing firms. Urs lived and worked in Ireland, Bermuda and U.S. (citizen)

    As XL’s Corporate Operations Officer, Urs led major complex transformations across; Finance, Investments, Claims, Actuarial, Risk, Reserving, HR, data & cyber/GDPR compliance. She also served on the Enterprise Risk, Crisis Management, Cyber, Disaster Recovery and Business Continuity committees. As a Managing Director, Urs co-led advancing enterprise culture e.g. Diversity & Inclusion, Future Focused supported by Innovation and Digital, plus Insurtech due-diligence.

    Urs was a member of XL’s U.S. legal entity boards for a few years. She is Chairman and prior President of  Westchester Fairfield Society for Information Management. She is on the board of  three university advisory boards and a professional services firm.  Historically, she chaired global industry standard committees (e.g. ACORD, BRMA, RAA). Urs is a sought after conference speaker on technology and data, plus has published articles over the years.

    Urs holds a Bachelor of Science and Teaching Diploma from University College Cork, Ireland, Masters of Science from PACE University NYC and Technology Leadership certificate from Babson University Boston. Attended the NYC College of Insurance and the College of Finance.

  • 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.

    BS, Agricultural Economics, University of Connecticut

    MS, Agricultural Economics, University of Connecticut

  • Rocco Grillo
    Managing Director - Global Cyber Risk Services
    Alvarez & Marsal

    Cybersecurity Executive Leader with extensive experience leading teams and providing clients with cybersecurity advisory services, incident response investigations, and other technical services, as well as guidance to C-Suite and Board level clients. I serve as a trusted advisor and partner to clients, law enforcement and government agencies, law firms, and industry organizations to address cybersecurity matters including incident response & forensics investigations, as well as vulnerability and threat management matters. He is a Ponemon Institute Fellow and affiliate board advisor to industry organizations including FS-ISAC, Retail-CISC, NH-ISAC as well as other ISACS, and member of the Shared Assessments Steering Committee Board. He has also served on the CLM Cyber Liability Council, the Board of Directors of the NY ISSA, the IT Policy Compliance Group, and the (i-4) Research Committee and he has been Interviewed / quoted in CNNMoney, The Wall Street Journal, The New York Times, The London Times, Thomson Reuters, and other industry publications.

  • Matthew Lagana
    Chief Information Security Officer

    Matt Lagana is an IT Director and Chief Information Security Officer for MBIA, Inc and serves as chair of MBIA’s Enterprise Security Council. His responsibilities include protection of MBIA’s network and computing infrastructure – including cyber, mobile computing, security policy, regulatory compliance, planning and architecture. Mr. Lagana’s twenty year career began with Avon Products, where he held several security positions of increasing responsibility leading to managing the company’s Global Information Protection practice. In 2001, he joined MBIA as the firm’s first Chief Information Security Officer. Matt has subject matter expertise in Information Security and Risk Management, Business Continuity/Disaster Recovery, Corporate Governance, Operational Risk, Audit / Compliance, and Technology Infrastructure and Operations. Matt has wide-ranging experience in building strong internal control frameworks and aligning them with organizational needs and requirements. He has had a keen focus in the area of Cybersecurity and creating multi-tiered Security Architectures, including being an early champion and adapter of next generation ‘behavioral’ based security technologies. Mr. Lagana is a Certified Information Systems Security Professional (CISSP) since 2002 and is an active member of both the International Information Security Consortium and Computer Security Institute. He also holds a Master’s degree in Management & Systems from NYU with a concentration in Strategy and Leadership.

  • Beverly Lieberman
    Halbrecht Lieberman Associates

    Beverly Lieberman is President of Halbrecht Lieberman Associates, a leading, retained executive search firm, specializing in recruiting CIOs and CTOs.

    Ms. Lieberman joined Halbrecht Associates in 1986 and became the owner in 1991.  She has successfully managed searches for Fortune 500 companies as well as early-stage businesses.  Industries served include healthcare, insurance, higher education, financial services, retail, manufacturing, government, management consulting, high technology, law and communications.

    In addition to executive search, Ms. Lieberman has established an executive coaching practice.  She coaches senior executives in the areas of performance improvement and career development.

    Ms. Lieberman has a B.A. and M.A. from the University of Michigan and graduated from the prestigious M.I.T Sloan School Executive Management Program.

    Prior to joining Halbrecht Associates, Ms. Lieberman was a Human Resource executive with a Fortune 500 multinational conglomerate and a leading New England bank, where she managed major recruitment efforts for professional and senior level technical staff. 

    Ms. Lieberman is a frequent speaker at professional societies and conferences and is often quoted in major business and trade publications.  She has been a featured writer for CIO Magazine.  Ms. Lieberman is a long-standing member of the Society for Information Management (SIM) and currently serves on the Board of Directors.  In addition, Ms. Lieberman is a Board member of the University of Bridgeport’s Industry Advisory Board.  Ms. Lieberman was selected by Executive Recruiter News as one of the 50 leading retained search professionals.  She is also recognized by John Sibbald’s The Career Makers, as one of the nation’s top recruiters

  • Michael Lorelli
    CEO and Board Director

    Michael Lorelli is a Chief Executive Officer and Board Director who is known for his insightful revenue growth abilities, as well as his versatility in growing businesses in a variety of industries. He has repeatedly been recruited to lead companies (generally $100 million - $1 billion) that need a new growth trajectory. He has led four private equity-backed companies plus has twenty years in P&L leadership roles with Fortune 50 consumer and B2B companies ($1.5 billion divisions). His strong consumer and B2B experience has equipped him to run businesses on six continents.

    Mike has a great ability to advise, to coach, to shape strategic agendas, and to rally teams to achieve results beyond their own imaginations. He has a real passion for devising effective management compensation plans and has chaired the Compensation Committee on two public company Boards.

    Mike was most recently the Executive Chairman of the Board of Rita's Franchise Company, where he was twice called upon to be Interim CEO. He took this position after building WaterJel Technologies for six years, for private equity Riverside Company. Previously, Mike was President, CEO, and Board Director of Latex International - another PE-backed company where he tripled revenues by building a strong management team, rejuvenating the culture and introducing new products and channels.

    As CEO, President and Director of Strategic Optical Holdings, a contact lens supply company, he grew revenues and profits and led the separate divestiture of its two businesses. As Chief Revenue Officer of Air Express International (NASDAQ), a $1.2 billion air cargo leader, he built revenue and helped position the company for its sale to the largest logistics company in the world at a substantial market premium. As President of the $630 million Tambrands Company, Mike grew market share and profitability before selling the company to P&G at a 33% premium.

    During his decade with Pepsico, Inc., Mike served as President of Pizza Hut International, President of PepsiCola's Eastern US bottling operations, and Chief Marketing Officer for PepsiCola North America. Mike began his business career in marketing and general management positions at Bristol-Myers Squibb.

    Mike has held a variety of corporate director seats in both public and private companies. He currently sits on the board of Rita's Italian Ices, and C.P. Kelco. He has also been a director of two NASDAQ companies - Closure Medical Inc., and Trident International, Inc. He chaired the Compensation Committees of both of these public company Boards.

    In addition, he has been a Director of three other PE-backed companies: WaterJel Technologies, Latex International, and Strategic Optical Holdings.

    As an active independent director who seeks to make a tangible contribution to boards, Mike has earned his Master's level Professional Director's Certification from The American College of Corporate Directors, is a Masters level Governance Fellow in the National Association of Corporate Directors (NACD), and has attended the Wharton-Spencer Stuart Directors' Institute.

    Mike holds an MBA from New York University's Stern School of Business, and a bachelor's degree in Industrial Engineering, also from NYU.

    Mike lives in Darien CT. He has written a best-selling children's book, is an avid runner and active private pilot. He frequently speaks to business leaders about governance and private equity.

  • Tom McCurley
    The Chefs Warehouse


  • 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.



  • David Pogue
    Technology Columnist, TV Correspondent and Author

    From 2000 to 2013, David Pogue was the New York Times weekly tech columnist. After a five-year detour to Yahoo Finance, he’s now he’s back at the Times, writing the “Crowdwise” feature for the “Smarter Living” section. He’s a four-time Emmy winner for his stories on “CBS Sunday Morning,” and a host of 17 science specials on “NOVA” on PBS. 
    David is one of the world’s best-selling “how-to” authors, with more than 100 titles and 3 million copies in print. They include seven books in the “For Dummies” series, his own Pogue’s Basics series of essential tips and shortcuts, and the Missing Manual series of computer books.
    David graduated summa cum laude from Yale in 1985 with distinction in music, and he spent ten years conducting and arranging Broadway musicals in New York. He has won a Loeb Award for journalism and an honorary doctorate in music.  He has been profiled on 48 Hours and 60 Minutes.

  • Frank Price
    Vice President & Chief Information Security Officer
    CVS Health

    Frank Price serves as Chief Information Security Officer of CVS Health, the largest pharmacy healthcare provider in the United States, and is responsible for the company’s Enterprise Information Security Program. Prior to joining CVS Health in 2013, Frank worked in the telecommunications sector as Chief Information Security Officer of Alcatel-Lucent and in the healthcare sector as Vice President of Global Information Security at Medco Health Services, Inc. (now Express Scripts.) Frank has also held Information Security roles in the banking sector at Dai-Ichi Kangyo Bank and Long Island Savings Bank. He obtained his Bachelor of Science degree in Information Systems Management from New York University.

  • Bernadette Rotolo
    Senior Vice President, Head of Global Systems
    Warner Music Group

  • Brook Shuford

    Brook Shuford is an industry recognized leader in Secure Information Technology design, operations and compliance management. Brook has developed and managed secure operations architectures for practically every aspect of today’s businesses.

    Brook has spent over 25 years in the practice of software development, IT operations, and Cybersecurity. Since the 1990s when developing software encryption and protection software for Software Security Corporation, his focus on demonstrating and managing risk via structured controls has been paramount. After managing the global enterprise support organization for Prudential Relocation Management, he left in 1998 to develop the strongest and fastest growing Security Consulting Practice in the New York / New England area for AimNet solutions, which was soon acquired by Cognizant Corporation in 2004.

    From 2004 to 2016, Brook has acted as Principal for Integration Intelligence, a New York based security consulting firm, leading a team of security specialists who work with enterprise leaders to develop architectures and strategies for secure technology, delivering significant value to corporate and organizational objectives. In those years, he has built and led several successful security and technology consulting practices for organizations such as AimNet Solutions (Cognizant), CIBER, Savvis, CenturyLink, as well as Integration Intelligence.

    Since 2011, Brook has been working with Datavail Corporation, implementing and managing the highest level of security standards and controls, including the transformation of Datavail’s operations processes to a single, secure source of operations. Brook has been integral in managing Datavail’s path to cross-discipline service compliance and overall organizational security management. These efforts have resulted in a world-class, ISO certified secure organization in Datavail.

  • Marcus Wheldon
    Corporate Chief Technology Officer and President
    Nokia Bell Labs

    As Corporate Chief Technology Officer, Marcus Weldon is responsible for coordinating the technical strategy across the company and driving technological and architectural innovations into Nokia’s end-to-end networking systems and software portfolio.  In addition, as President of Nokia Bell Labs, Marcus is responsible for driving the next disruptive innovation and research agenda for the company.

    Marcus is considered one of the luminaries in the ICT industry in terms of the clarity, depth and breadth of his vision. He combines his vision with the power of Bell Labs, to create a unique innovation engine whose goal is to ‘invent the future’ of the networking and communications industry.

    Marcus holds a Ph.D (Physical Chemistry) degree from Harvard University in Cambridge, Massachusetts, USA, and a Bachelor of Science (Computer Science and Chemistry) joint degree from King’s College in London, UK.  Marcus has a physical science, computer science and networking background, but is broadly knowledgeable about many subjects as part of a never-ending quest to understand the techno-economic evolution of humans and societies.

    In 1995, he joined the Physics Division at AT&T Bell Labs as a post-doctoral researcher, before becoming a Member of Technical Staff in the Optical Materials Division, before being chosen to lead the organization in various technical and leadership capacities. He has won a series of scientific and engineering society awards for his work and technical vision and leadership throughout his career. 

    He was selected as one of the Global Telecoms Business Power 100 of the most influential people in 2014 and one of their ‘Top CTOs to watch in 2015’.  He has served on the Board of Trustees of the Liberty Science Center in New Jersey and serves as an advisor to select Venture Funds.   He was awarded the prestigious New Jersey Medal of Science and Technology in 2016 for his technical vision and leadership.  He is the editor and lead author of the book “The Future X Network: A Bell Labs Perspective”

    Ph.D (Physical Chemistry) degree from Harvard University in Cambridge, Massachusetts, USA, and a Bachelor of Science (Computer Science and Chemistry) joint degree from King’s College in London, UK.

    • Corporate Chief Technology Officer and President of Bell Labs, Alcatel-Lucent
    • Corporate Chief Technology Officer, Alcatel-Lucent 2009-2013
    • Chief Technology Officer, Broadband Networks & Solutions, Alcatel-Lucent 2006-2009
    • Member of Technical Staff, Bell Labs, Lucent Technologies 1997-2006
    • Postdoctoral Member of Technical Staff, AT&T Bell Labs 1995-1997

    Named in Global Telecoms Business Power 100 of the most influential people in ICT in 2014

    Named among Global Telecoms Business ‘Top CTOs to watch in 2015’.

    Served on the Board of Trustees of the Liberty Science Center in New Jersey and an advisor to select Venture Funds. 

    Editor of the book “The Future X Network: A Bell Labs Perspective” (Taylor and Francis, 2015).

  • Jedidiah Yueh
    Founder and Chairman

    Jedidiah Yueh has led two waves of disruption in data management, first as founding CEO of Avamar (sold to EMC in 2006 for $165M), which pioneered data de-duplication and shipped one of the leading products in data backup and recovery, with over 20,000 customers and $4B in cumulative sales. After Avamar, Jed founded Delphix, which pioneered data virtualization, with over $200M in its first 7 years of sales (10x Avamar over the same period) and over 30% of the Global 100 as customers. At the 2010 Fall DEMO conference, Delphix won a DEMO God award, and in 2013, the San Francisco Business Times named Jed CEO of the Year. Well connected in the venture community, Jed has raised over $150M from over 10 VCs and has more than 25 patents in data management. After being designated a US Presidential Scholar by George H. Bush, Jed graduated Phi Beta Kappa, magna cum laude from Harvard. As Executive Chairman at Delphix, Jed partners with executives at industry leaders from Apple to Walmart to help them drive innovation through software.


October 30, 2019, 7:30 AM-5:30 PM
Crowne Plaza Stamford Hotel


7:30 AM - 8:30 AM        

Registration, Continental Breakfast and Networking

8:30 AM - 8:50 AM  

Welcome and Introduction

Hunter Muller, President and CEO, HMG Strategy

8:50 AM - 9:30 AM

OPENING KEYNOTE: Jim Carroll, World Renowned Futurist, Trends and Innovation Expert

9:30 AM - 10:00 AM

Coffee Break, Networking and Meet Our Partners

10:00 AM - 10:30 AM

EXECUTIVE BRIEFING: Marcus Wheldon, Corporate Chief Technology Officer and President, Nokia Bell Labs

10:30 AM - 11:00 AM


11:00 AM - 11:30 AM

Coffee Break, Networking and Meet Our Partners

11:30 AM - 12:10 PM  


EXECUTIVE PANEL:  Paving the Digital Runway - An Inside Track to Advanced Technologies

Bernadette Rotolo, Senior Vice President, Head of Global Systems, Warner Music Group

Jed Yueh, Chairman and CEO, Delphix

TBD: Rimini Street

Additional panelists being confirmed

Moderator:  Tom McCurley, CIO, The Chefs Warehouse

Rapid technological change represents both threats and opportunities for businesses.  Cutting-edge digital technologies such as artificial intelligence, machine learning, data analytics, robotic process automation (RPA) and the Internet of Things can enable business leaders to pinpoint emerging customer and market trends and accelerate speed to market ahead of the competition. This panel of executives will share use cases for advanced technologies that are enabling competitive differentiation and business optimization.


EXECUTIVE PANEL:  Empowering Digital Innovation to Secure Your Enterprise

Matthew Lagana, Chief Information Security Officer, MBIA

Shamla Naidoo, Global CISO, IBM Corporation

Frank Price, VP & CISO, CVS Health

Brook Shuford, CISO, Datavail Corporation

Moderator:  Rocco Grillo, Managing Director - Global Cyber Risk Services, Alvarez & Marsal

Securing the enterprise has become more difficult in these unprecedented times of escalating risk. In today’s global cyber theater, enterprise risks are accelerating at an extraordinary rate, including nation-state backed initiatives. This session will deliver straight talk around mitigation strategies and advanced threat protection approaches that are working today while positioning the enterprise for agility and innovation.


EXECUTIVE PANEL:  Driving Innovation by Strengthening Diversity

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

Additional panelists being confirmed.

Moderator: Ursuline Foley, Board Member and Strategic Advisor

Research shows that companies with diverse teams (by race, gender, ethnicity, social background, etc.) generate greater amounts of innovation and higher revenues. In this panel discussion, industry experts share their experiences in developing diverse teams as well as the challenges they’ve overcome and the business benefits that have been realized.

12:10 PM - 1:20 PM



1:20 PM - 1:50 PM

Dessert Break, Networking and Meet Our Partners

1:50 PM - 2:30 PM 


EXECUTIVE PANEL: Leading the Race to a Customer-Centric Enterprise

Panelists being confirmed.

Moderator: TBD

Savvy CIOs and technology executives recognize the importance of crafting exceptional customer experiences to help the enterprise gain a competitive edge in the market. This panel of top technology executives will discuss the steps that they and industry leaders are taking to work with the CEO and the board to craft digital strategies that deliver value to customers – and the enterprise.


EXECUTIVE PANEL:  Revving Up to be Boardroom Ready

Lynn Clarke, CEO, Board Chair & Director

Harriet Edelman, Vice Chairman, Emigrant Bank

Greg Fell, COO, Gama Aviation

Michael Lorelli, CEO and Board Director

Moderator:  Beverly Lieberman, President, Halbrecht Lieberman Associates

How does a CIO become “board ready”, what are the best ways to find a Board position and what does it take to be a successful Board member?  What will Board members of Private and Public companies be discussing in 2025?  What do they anticipate will be the major themes and concerns facing business?  

2:30 PM - 3:00 PM

Coffee Break, Networking and Meet Our Partners

3:00 PM - 3:30 PM


3:30 PM - 4:00 PM 

Coffee Break, Networking and Meet Our Partners

4:00 PM - 4:40 PM

CLOSING KEYNOTE:  David Pogue, Technology Columnist, TV Correspondent and Author

4:40 PM - 5:00 PM

Raffle Prizes

5:00 PM - 6:00 PM

Executive Networking Reception

Presenting Partners

  • Hewlett Packard Enterprise

    Hewlett Packard Enterprise is an industry leading technology company that enables customers to go further, faster. With the industry’s most comprehensive portfolio, spanning the cloud to the data center to workplace applications, our technology and services help customers around the world make IT more efficient, more productive and more secure.

  • Lenovo

    Lenovo (HKSE: 992) (ADR: LNVGY) is a US$45 billion Fortune 500 company and a global technology leader in driving Intelligent Transformation through smart devices and infrastructure that create the best user experience. Lenovo manufactures one of the world’s widest portfolio of connected products, including smartphones (Motorola), tablets, PCs (ThinkPad, Yoga, Lenovo Legion) and workstations as well as AR/VR devices and smart home/office solutions. Lenovo’s data center solutions (ThinkSystem, ThinkAgile) are creating the capacity and computing power for the connections that are changing business and society. Lenovo works to inspire the different in everyone and build a smarter future where everyone thrives.


Platinum Partners

  • 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.

  • Rimini Street

    Rimini Street, Inc. is a global provider of enterprise software products and services, and the leading third-party support provider for Oracle and SAP software products. The Company has redefined enterprise software support services since 2005 with an innovative, award-winning program that enables licensees of IBM, Microsoft, Oracle, Salesforce, SAP and other enterprise software vendors to save up to 90 percent on total maintenance costs. Over 1,620 global Fortune 500, midmarket, public sector and other organizations from a broad range of industries currently rely on Rimini Street as their trusted, third-party support provider.


Gold Partners

  • CrowdStrike

    CrowdStrike is the leader in cloud-delivered endpoint protection. The CrowdStrike Falcon® platform offers instant visibility and protection across the enterprise and prevents attacks on endpoints on or off the network. CrowdStrike Falcon deploys in minutes to deliver actionable intelligence and real-time protection from Day One. CrowdStrike Falcon seamlessly unifies next-generation AV with best-in-class endpoint detection and response, backed by 24/7 managed hunting. Its cloud infrastructure and single-agent architecture take away complexity and add scalability, manageability, and speed. CrowdStrike Falcon protects customers against all cyberattack types, using sophisticated signatureless artificial intelligence/machine learning and Indicator-of-Attack (IOA) based threat prevention to stop known and unknown threats in real time. Powered by the CrowdStrike Threat Graph™, Falcon instantly correlates more than 100 billion security events from across the globe to immediately prevent and detect threats. We stop breaches.

  • 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.


Supporting Partners

  • 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.


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 $6 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.

  • 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 Fairfield/Westchester

    The Society for Information Management (SIM) is the premier network for IT leaders, comprised of over 3600 members, including CIOs, prominent academicians, consultants, other senior-level IT leaders, and vendors. SIM is a community of thought leaders who share experiences and rich intellectual capital that is applied for the future direction of IT. The Fairfield/Westchester Chapter of SIM is the area's fastest growing not-for-profit organization of IT leaders. Started in 2000, the Chapter now boasts more than 200 members. Fairfield/Westchester SIM connects the area's premier IT leaders - for business solution exchange, professional development, and timely education. The Chapter, working closely with SIM International, fosters management education, best practices and sharing IT leaders working in the region. We achieve this through periodic meetings, dinners, conferences and company sponsored visits and tours.


Crowne Plaza Stamford Hotel

2701 Summer Street
Stamford, CT

Room rate is $129/night. This rate expires on October 21, 2019.

To book a room, please call 203-359-1300 and mention the HMG CIO Executive Leadership Summit.

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

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

  • 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.


For more information contact us:

(203) 221-2702