Upcoming Summits

2019 Financial Services CIO Executive Leadership Summit

Register Now for Summit
Crowne Plaza Times Square Manhattan, New York, NY


Future State 2025 - Driving the Digital Roadmap to a Customer-Centric Enterprise

As companies strive to better meet the needs and expectations of its customers, CIOs and technology executives play a critical role in identifying how advanced technologies such as artificial intelligence, Big Data, analytics, the Internet of Things, blockchain and cloud computing can be leveraged to enhance the customer experience, craft customer-focused business models and  gain a competitive edge.

The innovative mindset and courageous leadership required to partner with the C-suite and board of directors to transform the business will be the focal point of the 2019 Financial Services CIO Executive Leadership Summit.


  • Omkhar Arasaratnam
    Executive Director, Head of Data Protection Technology
    JPMorgan Chase & Co.

  • Susan Certoma
    Executive
    Point2Point

    Ms. Certoma is an industry leader in managing next-generation technology solutions for the financial services industry. As the former President of Brokerage Processing Services (BPS), she oversaw the technology strategy, product development and end-to-end service delivery for Broadridge’s suite of brokerage processing solutions. Her responsibilities included equity, option and mutual fund securities processing, the business process management suite, advisor and investor portals and distributed data products.

    Prior to Broadridge, Ms. Certoma worked as Chief Information Officer for the Corporate and the Investment Bank at Wachovia Corp. She also has held senior leadership positions in Technology & Operations with Goldman Sachs, Merrill Lynch, Lehman Brothers and First Boston.  At Goldman Sachs, she chaired committees on Women in Technology, Learning & Professional Development, Career Development and Project Management. She earned an MBA in Finance and a B.S. in Management and Economics from St. John’s University.

  • Bev Crair
    VP, Product Development and Quality, Data Center Group
    Lenovo

    Bev Crair is Vice President of the DCG Product Development and Quality organization. This team is responsible for designing and developing all the servers, storage systems, and networking systems sold by Lenovo’s Data Center Group. Bev joined the company in August 2017 following a successful tenure at Intel. While there, she held numerous VP/GM roles in the Data Center Group, the Internet of Things (IOT) Group and was creator and head of the Software Strategic Initiatives Group. Prior to Intel, Bev was vice president of DXi Engineering at Quantum Corporation, and held a variety of senior management and engineering positions at Burroughs (now Unisys), Cadence Design Systems, Cisco Systems, Educomp and Sun Microsystems (now Oracle). Her tenure at Sun included the honor of receiving the Sun Microsystems Leadership Award.

    Bev holds a bachelor's degree in computer science and mathematics from the University of California, Santa Cruz, and an MBA from the Graziadio School of Business and Management at Pepperdine University. She is a Trustee of the UC Santa Cruz Foundation Board as well as a standing member of the Dean's Advisory Council at the UC Santa Cruz Baskin School of Engineering. Given her passion for Diversity and Inclusion, Bev is Lenovo’s Executive Sponsor for both Dress for Success and the Wake Tech Community College Work Based Learning Internship Program.

  • Martin Droney
    CIO
    Bank Leumi USA

  • Cindy Finkelman
    Chief Information Officer
    FactSet Research Systems

    Cindy Finkelman joined FactSet Research Systems as Chief Information Officer in June 2015.  Cindy is responsible for Enterprise Transformation, Project Management, Security and Enterprise Risk Management; and works with senior business leaders to build strategic, effective and efficient capabilities through innovative and transformational programs.  Cindy was recognized as CIO of the Year by the 2017 Markets Media Women in Finance Awards, for her transformative impact on the company, her mentoring of women technologists and her philanthropic work.

    Cindy is a senior executive with 20+ years of diversified management, technology and operations experience and has a proven track record of designing and delivering technology driven transformational programs in many blue-chip firms, including New York Life Insurance Company, ALICO, Merrill Lynch, Marsh & McLennan, Prudential, Booz Allan & Hamilton and MetLife. Cindy’s passion is for people development. She has sponsored various mentoring programs and Women in Technology initiatives.

    Cindy has an MBA from NYU in Corporate Strategy/Entrepreneurship, and a BS from SUNY/Albany.  Cindy is currently a Board member of the Society for Information Management (SIM) NY chapter where she is responsible for the Program Committee and actively participates in SIM Women. 

  • Tsvi Gal
    CTO Infrastructure
    Morgan Stanley

    Tsvi Gal is a Managing Director at Morgan Stanley where he leads the strategy, architecture and engineering efforts. Tsvi has over 25 years of technology and operations experience mostly in financial services global corporations.

    Tsvi’s career included work as CTO and CIO in several banks including Merrill Lynch/Bank of America, Deutsche Bank and Wells Fargo as well as in non-banks including general partner of a private equity firm, president of AT&T.com and CIO of Time Warner Music.

  • Dustin Goodwin
    CIO
    Icahn Enterprises

    As Chief Information Officer at Icahn Enterprises, Dustin Goodwin is responsible for leading the delivery of Wall Street-grade mobility, security and support to Icahn’s corporate offices. In addition, he leads IT operations of smaller privately-held Icahn businesses and frequently advises IT leaders within the portfolio on various digital and security initiatives. Among his peer group of CIO’s within the Icahn investment portfolio,  Dustin advocates the adoption of leading edge digital technologies and organizational practices and is constantly in search of new technologies that will provide competitive advantages to the diverse set of industries in which Icahn invests. As required, Dustin consults with the investment team on technology-related opportunities.   Prior to joining Icahn, Dustin served as a director at Royal Bank of Canada; worked for The Blackstone Group, Cisco Systems, and Citigroup; and has consulted independently for many Wall Street firms.

  • 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.

  • Mike Gross
    Executive Director
    Genesys Works

    Justice and equity have motivated Mike Gross to improve education for all children. A youth development and urban education leader with a strong entrepreneurial spirit, Mike’s experience includes a decade as a teacher and founder of award-winning youth leadership programs and over a decade of systemic education reform work with organizations including New Leaders, Kaplan, Sponsors for Educational Opportunity and the NYC Department of Education. 

    Mike received his B.A. from the University of Pennsylvania, is a graduate of the Coro Fellows Program in Public Affairs, and received his M.B.A from the Kellogg School of Management

    Mike believes that the cycle of intergenerational poverty will not be broken unless we engage the whole community – private, public and non-profit sectors – in the effort. As the founding Executive Director of Genesys Works NYC, he is honored to provide transformational work opportunities to young people from these neighborhoods to help them break that cycle and achieve their full potential.

  • Naveed Husain
    Vice President Office of the CIO
    RingCentral

    Naveed Husain, Vice President Office Public Sector and Education is charged with developing the strategic alignment with industry trends.  As a former customer of RingCentral, he is passionate about assisting new and existing customers adopt and leverage cloud-based Unified Communication as a Service and Contact Center as a Service.  Formerly, he was the Chief Information Officer of Teachers College, Columbia University and had implemented RingCentral’s product suite, he has real world insights on the challenges and benefits of introducing a UCAAS/CCAAS solution.  In his roles as a Chief Information Officer, he has empowered his teams to provide agile and consultative services using a cloud to deliver elegant solutions for research, teaching and learning that have resulted in business efficiencies and enhanced student experience.  Naveed brings over 20 years of global professional experience in the private and public sectors, having served as the Chief Information Officer at Queens College, City University of New York where he aligned the technology departments goals to the College’s Strategic Plan.  He has worked in challenging duty stations for the United Nations Department of Peacekeeping Operations, like Mogadishu and Iraq and has led enterprise projects for multinational firms in New York, London, Hong Kong, and Beijing.

  • Kevin Lash
    Head of Global Financial Services Strategy and Solutions
    Nutanix

    Kevin Lash is the Head of Global Financial Services Strategy and Solutions for Nutanix. He has over 25 years’ experience driving the adoption of emerging technology and software applications across banking, capital markets and insurance. At Nutanix, he is dedicated to accelerating financial services digital innovation through advancements in infrastructure modernization and enterprise cloud computing. 

    His focus areas span Cloud Computing, FinTech, InsurTech, Blockchain, Application and Infrastructure Modernization, DevOps, Big Data Analytics and Open Source Software.

    Last began my career within applications engineering for Bank of Boston, First Union Capital Markets and as a Vice President of Development for Fidelity Investments. More recently, he has worked with enterprise technology companies including Nutanix, Red Hat, EMC and IBM to expand their financial services value proposition and grow their global business. He is a graduate of the University of Massachusetts and served as a Captain of Mountain Infantry in the Army National Guard. 

  • George Maddaloni
    Global CTO
    AIG

    George Maddaloni is AIG Global Chief Technology Officer. As Chief Technology Officer, George is responsible for delivering compute, cloud, network, employee and identity access services to AIG businesses. He also partners closely with business CIOs on both the technology modernization strategy and agenda for AIG. George has over 25 years of experience in the financial services and technology industry. He joined AIG in October 2015 from UBS, where he was Managing Director, Americas Infrastructure and Global Network Operations. Prior to UBS, he spent 20 years in various positions at AT&T. His most notable role at AT&T was Vice President, Global Managed Services and Outsourcing, where he was responsible for running enterprise networks for Internal AT&T and several Fortune 100 Financial, Manufacturing and Technology companies. George earned a BA in mechanical engineering from John Hopkins University, an MS in technology management from Stevens Institute of Technology and an MBA in finance from Fordham’s Gabelli School of Business. He resides in Westport, CT with his wife and three children and is a member of the Global Cisco Customer Advisory Board and the Verizon Financial Services Advisory Board.

  • Susan Miller
    Chief Revenue Officer
    Brightfield

    Susan Miller is Brightfield’s Chief Revenue Officer. Susan is a strategic digital transformation leader and serial entrepreneur, who lives for innovation, growth, and nerdy tech, with 20+ years of commercial experience at startup, mid-size, and large companies globally.

    Most recently, Susan was a Partner, General Manager, and Global Intellectual Capital Solutions Group Leader with Mercer, the HR consulting division of $6B Marsh & McLennan. She led Mercer’s subscription, insight, and analytics businesses across the firm. Prior to Mercer, Susan held positions as Chief Marketing Officer, Head of Sales, and Chief Business Development and Strategy Officer for JustAPIs and AnyPresence (acquired by TIBCO), both VC-backed by Grotech Ventures, Kinetic Ventures, and Citrix Systems. Here, she managed growth, developed enterprise partnerships, channels, and strategy, and won third place at a SXSW Hackathon.

    Susan also held several senior leadership roles across 11 years at The Corporate Executive Board (acquired by Gartner). She pioneered several CEB businesses for heads of Finance, HR, Legal, Operations and Procurement, Sales, Marketing, and IT, including the SMB start-up division, with responsibility for $60M+ growth, 175+ staff and 5000+ customers, the global advisory offering, and emerging issues research. Susan’s career is grounded in strategy, with experience as a strategy consultant at Mercer Management Consulting, a contributing author to several best-selling books on digital business design, as well as strategy and new product development at Staples, Inc.

    She is accomplished as a board member, active volunteer, women’s business mentor, and avid Cleveland sports fanatic. Susan has been honored with Georgetown Lombardi Comprehensive Cancer Center’s Spirit of Life Award, Innovation Enterprise’s Disruptive Strategy Award, and CEB’s Spirit of Generosity and Force of Ideas Awards. She split her academic career between Wellesley and Dartmouth Colleges, with executive education at Wharton. Susan and her husband, Conor, reside in Arlington, VA with their four children.

  • David Morris
    Founder, Chairman & CEO, HiPER Solutions Group
    The HSG

    David has spent his career researching and empowering leaders to transform their teams, their companies and their careers. His passion is to identify High Impact Performers (HiPERs) and help them reach greater success through a hybrid of technology-driven platforms and experience-based advisory. Recent clients have included E*TRADE, DIRECTV, Subway Restaurants, Western Digital, Wendy’s, ON Semiconductor, CBRE, YPO and many others. Previously, David co-founded Seedling Group, a Boston-based retained executive search firm, serving start-ups, publicly-traded companies, and private equity firms. He also helped launched the San Francisco office as a Director at Corporate Executive Board (now Gartner). David graduated from The Wharton School of the University of Pennsylvania.

  • Harry Moseley
    CIO
    Zoom

    Harry D. Moseley brings to Zoom a blend of transformational leadership, disruptive innovation, and corporate growth strategies. As the former CIO & Managing Director for KPMG, Harry was responsible for technology and innovation to support the firm's competitive growth. Over five years he identified and replaced legacy technology to dramatically improve productivity, security, and reliability. Before joining KPMG, Harry served as CIO & Senior Managing Director - Partner for Blackstone, where he led the company's transformation to the world's best digital alternative asset manager. Prior to Blackstone, Harry was a Managing Director for Credit Suisse, where he served as the CIO of Global Investment Banking, and Global Co-Head of Application Development / Co-CIO of the firm. Before Credit Suisse, Harry served as CTO & Managing Director for UBS Americas.

    Harry has been inducted into CIO Magazine's Hall of Fame, recognized as one of the world's top 100 CIOs by Computerworld, and honored by Irish Magazine as one of its Annual Wall Street 50. Harry is an Advisory Board Member of the New York Center for Dental Restorative Services, a Board Member of Rewards Network, a member of the Advisory Board of the New York City Chapter of the Leukemia & Lymphoma Society, and a sponsor of nPower. He is a former Board Member of Bi-Sam (since acquired by Factset), a former Advisor to Aquiline Capital Partners, and a former Board Member of iLevel Solutions (since acquired by Ipreo). He also led Blackstone's investment in Watchdox (since acquired by Blackberry).

  • Hunter Muller
    President & CEO
    HMG Strategy

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

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

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

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

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

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

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

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

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

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

  • Lou Najdzin
    Senior Director, Vertical Marketing
    Equinix

    Lou Najdzin is an IT Services veteran with a broad industry background that ranges from leading Hosting and Network lines of business to Business Development in specific vertical markets such as finance and healthcare.  He is currently responsible for driving vertical growth of the Americas Region at Equinix.  Prior to joining Equinix, Lou was an Account Executive in Hewlett-Packard’s Enterprise Services Business Unit focused on Outsourcing opportunities within the Capital Markets industry.  Before joining HP, he led Product Management, Product Marketing, Business Solutions and Offer Development as Vice President of Marketing at Savvis.  As a Senior Consultant at Telwares, Inc., he managed a team responsible for negotiating client vendor contracts for IT Services.  He has also held various positions at both AT&T and Lucent in Professional Services, Product Management, International Operations, Offer Development, and Finance.

    Lou holds a Bachelors of Arts in Economics from Rutgers University and an MBA in Finance from Seton Hall University.

  • Bobby Patrick
    CMO
    UiPath

    Bobby Patrick is CMO of UiPath, the fastest growing and leading provider of Robotic Process Automation (RPA) and AI software worldwide. In this role, he leads global marketing strategy and execution as UiPath continues to usher in the “Automation First Era,” helping businesses of all sizes digitize everyday business operations and apply AI to drive true digital transformation. A technologist at heart, Patrick has driven significant growth in technology businesses for over two decades, ranging from Fortune 50 to start-ups.

    Patrick has driven significant growth in technology businesses for over two decades, ranging from Fortune 50 to start-ups. He most recently served as CMO for Hewlett Packard Enterprise’s multi-billion-dollar Cloud business. Patrick was responsible for global branding, product marketing, communications and demand generation to deliver on the company's strategic growth imperatives. He served previously as CMO for Basho, GXS (acquired by OpenText), and Digex (acquired by Verizon). Patrick began his career at the FBI as a computer specialist at the age of 16.

  • Josh Reicher
    Chief Digital Officer
    Cenlar FSB

    Josh Reicher is the Chief Digital Officer at Cenlar.  He manages Digital Services and Borrower Operations technology teams, enabling Cenlar’s clients and customers, both external and internal.  Josh created and is fulfilling a digital strategy, focused on customer facing digital advantages, using ROI, market, and industry analysis for new solutions.  Josh is collaborating with business heads to reimagine the customer journey through the use of improved business-to-business solutions and innovative consumer channel technology.

    With more than 15 years in the financial services industry, and more than 20 years in technology overall, Josh has served in various IT leadership positions at Morgan Stanley, Bank of America, and other organizations.  Josh holds an MBA from the University of Southern California.

  • Parthiv Shah
    CISO
    Signature Bank

    Parthiv Shah is Chief Information Security Officer and Senior Vice President at Signature Bank. Parthiv has over twenty years of experience in information technology and information security as a practitioner and leader of technology functions and information security functions for global financial services firms. Parthiv has helped design and implement an enterprise wide information security program for his current and past employer based on risk management best practices, global regulatory requirements e.g. SEC, FRB, FDIC, FSA, MAS etc. and CPMI-IOSCO, COBIT, ISO 27001 international standards and frameworks. Parthiv has numerous times actively presented at board meetings at his current and past employers. Parthiv has designed and implemented security program including IS strategy, IT/IS Risk framework, application security risk, Incident Response Process, SIEM management / event monitoring, Security Operations Center, policy management, vulnerability/patch management process, Threat Intelligence Processing & Indicator Of Compromise management, network/application penetration tests etc. at his current and past employer. He has managed and secured multiple trading floors, large data center operations and production support functions at his previous employer. Parthiv is a member of several industry leading organizations and related committees e.g. FS-ISAC, MBCA etc. where he provides active participation and thought leadership.

    Specialties: Parthiv holds active CISM (ISACA), CISSP (ISC2) certificates and expired ECSA (EC-Council), CEH (EC-Council), CHFI (EC-Council), LPT (EC-Council) and CCNA (Cisco) certifications.

  • Anthony Vigilante
    Managing Director, Head of Global IT
    MacKay Shields

Print

December 5, 2019, 7:30 AM-5:30 PM
Crowne Plaza Times Square Manhattan

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 - 9:20 AM

HMG Lead, Innovate, Disrupt Tech Talk: Collaboration is Key - Locally, Nationally and Globally

Harry Moseley, CIO, Zoom

Video is the new voice, collaboration is key, locally, nationally and globally. Harry will present the Zoom product suite and do an audience Q&A. 


9:20 AM - 9:50 AM

Coffee Break, Networking and Meet Our Partners


9:50 AM - 10:30 AM

EXECUTIVE PANEL:  New Technologies - Gaining an Inside Track on the Competition

Marty Droney, CIO, Bank Leumi US

Tsvi Gal, CTO Infrastructure, Morgan Stanley

Naveed Husain, VP, Office of the CIO, RingCentral

Lou Najdzin, Senior Director, Vertical Marketing, Equinix 

Moderator:  Anthony Vigilante, Managing Director, Head of Global IT, MacKay Shields

Rapid technological change represents both threats and opportunities for businesses.  Advanced technologies such as artificial intelligence, machine learning, data analytics and the Internet of Things can enable business leaders to identify and act on emerging customer and market trends and to drive operational efficiencies. This panel of executives will share use cases for advanced technologies that are enabling competitive differentiation and speed to market. 


10:30 AM - 11:00 AM

 Coffee Break, Networking and Meet Our Partners


11:00 AM - 11:20 AM

HMG Lead, Innovate, Disrupt Fire-side Chat:  Kevin Lash, Head of Global Financial Services Strategy and Solutions, Nutanix, interviewed by Hunter Muller, President and CEO, HMG Strategy


11:20 AM - 11:50 AM

EXECUTIVE BRIEFING:  A Perspective on Transformation

Bev Crair, VP, Product Development and Quality, Data Center Group, Lenovo

The technology world is evolving and a CIO must stand up to take the lead on intelligent transformation. 


11:50 PM - 1:00 PM

Luncheon

NPower News


Genesys Works News - Mike Gross, Executive Director, Genesys Works New York City


Ayehu Software Introduction


1:00 PM - 1:30 PM 

EXECUTIVE PANEL:  Accelerating Your Career Ascent:  Crafting Your Personal Brand as a Talent Magnet

Renee Arrington, President and COO, Pearson Partners International Inc.

Chuck Gray, Consultant, Egon Zehnder

David Morris, Founder, Chairman & CEO, HiPER Solutions Group

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

Moderator: Hunter Muller, President and CEO, HMG Strategy

Forward-thinking technology executives devote the time and energy needed to extend their personal brands via public speaking, media interviews and other forms of professional promotion. Doing so enables technology leaders to power their career progression while positioning themselves to attract coveted IT and digital talent. This panel of top technology search executives will share priceless insights into the steps that top-tier technology executives are taking to trademark themselves, to recruit and retain sought-after talent and to become boardroom ready.  


1:30 PM - 2:00 PM

EXECUTIVE BRIEFING: Reboot Work Today: Why Robotic Process Automation (RPA) Should Be at the Center of Your IT Strategy

Bobby Patrick, Chief Marketing Officer, UiPath

Conventional IT thinking had bet against RPA. But, it also had bet against Cloud at one point too. Join Bobby Patrick, UiPath’s CMO, to explore todays’ market adoption trends that are behind today’s fastest growing industry in tech & molding the future of the workforce.

Review RPA use cases f that are integrating machine learning, NLP and AI. Hear how our customers have built an “automation first mindset”, to deliver rapid digital transformation, realizing enormous productivity gains and the benefit of a robot for every employee.


2:00 PM - 2:30 PM

Coffee Break, Networking and Meet Our Partners


2:30 PM - 3:10 PM 

EXECUTIVE PANEL: Enabling Innovation in the Secure Enterprise  

Omkhar Arasaratnam, Executive Director, Head of Data Protection Technology, JPMorgan Chase

Gulrez Jamadar, ICG Global Head - Information Security & IT Risk Management, Citi

Parthiv Shah, CISO, Signature Bank

TBD: Darktrace

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.


3:10 PM - 3:30 PM

HMG Lead, Innovate, Disrupt Tech Talk: Accelerating Digital Transformation through AI-Driven Unified Workforce Strategy

Susan Miller, Chief Revenue Officer, Brightfield

New analytic techniques and data sources allow CIOs to optimize their IT workforce across all sources of workers - consultants, temporary staff, BPO providers, and permanent employees. CIOs using these new approaches fill open positions faster, secure hard-to-find IT skills, and reduce overall costs. This discussion will explore these new data sources and AI/machine learning techniques, covering topics such as:

  • Forecasting IT skill needs
  • Linking IT strategy to optimal worker types, locations, and pricing
  • Analyzing consultants contracts to save costs and reduce project risks

3:30 PM - 3:50 PM

Coffee Break, Networking and Meet Our Partners


3:50 PM - 4:30 PM

EXECUTIVE PANEL:  Driving the Digital Roadmap to a Customer-Centric Enterprise

Cindy Finkelman, CIO, FactSet Research Systems

Dustin Goodwin, CIO, Icahn Enterprises

George Maddaloni, Global CTO, AIG

Josh Reicher, Chief Digital Officer, Cenlar FSB

Moderator:  Susan Certoma, President & COO, Enterprise Engineering, Inc.

Forward-looking CIOs and technology executives play a critical role in identifying how digital technologies can be leveraged to enhance the customer experience, craft customer-focused business models and help the enterprise gain a competitive edge.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 and to foster a customer-centric culture.


4:30 PM - 5:30 PM

Raffle Prizes and Executive Networking Reception



Presenting Partners

  • Brightfield

    Brightfield powers the transformation of work. Members of its Talent Data Exchange (TDX) software platform gain access to uniquely differentiated data, prescriptive business insights and recommendations about how to optimize the design and mix of their jobs, teams, pay rates, and suppliers. Talent buyers drive transformational business outcomes by improving the fillability of jobs while talent sellers improve the winability of requisitions.

    https://www.brightfield.com/
  • Lenovo

    Lenovo (HKSE: 992) (ADR: LNVGY) is a US$50 billion Fortune Global 500 company, with 57,000 employees and operating in 180 markets around the world. Focused on a bold vision to deliver smarter technology for all, we are developing world-changing technologies that create a more inclusive, trustworthy and sustainable digital society. By designing, engineering and building the world’s most complete portfolio of smart devices and infrastructure, we are also leading an Intelligent Transformation – to create better experiences and opportunities for millions of customers around the world. To find out more visit https://www.lenovo.com, follow us on LinkedIn, Facebook, Twitter, YouTube, Instagram, Weibo and read about the latest news via our StoryHub.

    http://www.lenovo.com/
  • Nutanix

    Nutanix makes datacenter infrastructure and clouds invisible, elevating IT to focus on the applications and services that power the business. The company’s Enterprise Cloud OS software converges private, public and distributed clouds, bringing one-click simplicity to infrastructure and application management. Nutanix Enterprise Cloud solutions integrate virtualization, storage, networking and security to power any application, at any scale – and are delivered as turnkey hyper converged infrastructure (HCI) appliances, software for popular server platforms, and innovative Xi Cloud Services.

    https://www.nutanix.com
  • UiPath

    UiPath is leading the “automation first” era – championing one robot for every person, delivering free and open training and collaboration, and enabling robots to learn new skills through AI and machine learning. The company’s enterprise Robotic Process Automation (RPA) platform has already automated millions of repetitive, mind-numbing tasks for business and government organizations all over the world, improving productivity, customer experience, and employee job satisfaction. Recently named by Comparably as the 6th happiest place to work and the 11th best company culture among large businesses, UiPath is one of the fastest growing and highest-valued AI enterprise software companies worldwide.

    https://www.uipath.com/
  • Zoom

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

    https://zoom.us

Platinum Partners

  • Darktrace

    Darktrace is the world’s leading cyber AI company and the creator of Autonomous Response technology. Its self-learning AI is modeled on the human immune system and used by over 3,000 organizations to protect against threats to the cloud, email, IoT, networks and industrial systems. This includes insider threat, industrial espionage, IoT compromises, zero-day malware, data loss, supply chain risk and long-term infrastructure vulnerabilities.

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

    Equinix, Inc. (Nasdaq: EQIX) connects the world’s leading businesses to their customers, employees and partners inside the most interconnected data centers. Equinix houses over 1,800+ network service providers; 2,900+ cloud service providers; 750+ content/digital media providers; and over 2,980+ enterprises – creating a global interconnection platform that physically and virtually interconnects its 200 data centers globally. Equinix enables customers to reach everywhere, interconnect everyone, and integrate everything, using an on-demand, dynamic, and scalable Interconnection Orientated Architecture ™. When customers choose Equinix as their digital business partner, the roadmap is simple: build here, and go anywhere.

    http://www.equinix.com/
  • RingCentral

    RingCentral, Inc. (NYSE: RNG) is a global provider of cloud enterprise unified communications and collaboration solutions. More flexible and cost-effective than legacy on-premise systems, RingCentral empowers today’s mobile and distributed workforces to be connected anywhere and on any device through voice, video, team messaging, collaboration, SMS, conferencing, online meetings, contact center, and fax. RingCentral provides an open platform that integrates with today’s leading business apps while giving customers the flexibility to customize their own workflows. RingCentral is a leader in the 2017 Gartner Magic Quadrant for Unified Communications as a Service Worldwide for the third consecutive year. RingCentral is headquartered in Belmont, Calif.

    https://www.ringcentral.com/

Gold Partners

  • Appian

    Appian provides a low-code development platform that accelerates the creation of high-impact business applications. Many of the world’s largest organizations use Appian applications to improve customer experience, achieve operational excellence, and simplify global risk management and compliance.

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

    Ayehu NG is an intelligent IT Automation and Orchestration platform built for the Digital Era. Powered by machine learning algorithms, Ayehu acts as a force multiplier for CIOs , Security Ops and IT managers who need to improve operational efficiency. Ayehu NG can reduces help desk OPEX by 40% and accelerate mean time to resolution by 90%. Ayehu is easy to use - it requires no coding and comes with hundreds of pre-built workflows that help enterprises save time on manual and repetitive tasks and maintain greater control over IT infrastructure. As an agentless platform with a web 3.0 front end, Ayehu is easily deployed, allowing you to rapidly automate tasks and processes, including interoperability across disparate solutions and systems, all in one, unified platform.

    https://ayehu.com/
  • Info-Tech Research Group

    Info-Tech Research Group was established in 1997 and is currently the world’s fastest growing and most innovative information technology research and advisory company, proudly serving over 35,000 IT professionals. We produce unbiased and highly relevant IT research to help CIOs and IT leaders make strategic, timely, and well informed decisions. Focused on providing practical research solutions to help IT professionals implement key projects and build core processes we partner closely with IT teams to provide everything they need from actionable tools to analyst guidance. Info Tech helps CIOs and their teams drive measurable results and enhanced decision making through our data driven approach evolving the value of IT to their organization.

  • Vectra

    Vectra® is transforming cybersecurity by applying advanced AI to detect in-progress attacks and hunt for hidden threats. Vectra and its flagship Cognito®platform enable the world’s most consequential organizations to detect cyberattacks in real time and empower threat hunters to perform highly conclusive incident investigations. Vectra reduces business risk by eliminating security gaps in cloud, data center and enterprise environments. Behind the Cognito platform, Vectra threat researchers identify and investigate cyberattacks, vulnerabilities and malicious behaviors that are unknown to the world. With data sets from this research, data scientists develop the machine learning algorithms and behavioral analysis that drive Cognito.

    https://www.vectra.ai/

Breakfast Partners

  • CodeStream

    CodeStream helps development teams discuss, review and understand code. CodeStream links comments and issues directly to the code blocks they refer to, making them instantly available to everyone on the team. By integrating with existing workflows and tools, CodeStream captures the daily interactions that already take place among developers to improve communication and productivity. Benefits include: • Developers get up to speed faster because they learn from an annotated codebase • Organizations protect themselves against developer turnover by retaining knowledge that is otherwise lost • Directing remote teams about code issues is easier and more powerful • Code reviews are shortened and simplified

    https://www.codestream.com/

Strategic Partners

  • Egon Zehnder

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

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

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

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

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

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

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

    https://www.spencerstuart.com

Alliance Partners

  • Amplify Partners

    Amplify Partners, an early-stage venture capital firm committed to redefining IT infrastructure, invests in technical entrepreneurs pursuing the multi-hundred-billion dollar Infrastructure 2.0 disruption. Amplify helps talented founders build valuable businesses by investing the right amount of early-stage capital and providing active company-building assistance. Amplify offers the unique combination of deep domain expertise, early-stage focus and a network of Venture AmplifiersTM to improve outcomes for infrastructure entrepreneurs.

    http://www.amplifypartners.com
  • Glynn Capital

    Glynn Capital is focused on investments in leading private and public technology growth companies. We seek to be long-term investors in a limited number of excellent companies with world-class management teams, sustainable business models, and long-term growth potential.

    http://www.glynncapital.com/
  • Greylock Partners

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

    http://www.greylock.com
  • Lightspeed Venture Partners

    Lightspeed Ventures is a global VC firm headquartered in Silicon Valley, with offices in India, Israel, and China. With over $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.

    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

  • Genesys Works

    Genesys Works is a national social enterprise that provides life-changing opportunities through corporate internships. We open the doors of opportunity for high school students in underserved communities by providing the skills training, professional work experience, and support they need to achieve career success and a lifetime of economic self-sufficiency. Our goal is to move more of our students into professional careers, creating a more skilled and diverse workforce in the process. We currently serve more than 4,000 students annually across six locations: Houston, Twin Cities, Chicago, the San Francisco Bay Area, the National Capital Region and New York City. To learn more, visit www.genesysworks.org

    www.genesysworks.org
  • NPower

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

    http://www.npower.org

Crowne Plaza Times Square Manhattan

1605 Broadway
New York, NY

Room rate is $449/night. This rate expires on November 4th, 2019.

To book a room, please call 1-212-315-6121 and mention the HMG Strategy Room Block or click here.

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