Upcoming Summits

2020 Charlotte CIO Executive Leadership Summit

Register Now for Summit
The Ritz-Carlton Charlotte, Charlotte, NC


Enterprise 2025: Lead, Reimagine, Reinvent to Execute World-Class Strategies

The speed, scope and nature of disruption facing businesses is unprecedented. In today’s fast-changing economy, only the agile will survive. To tackle these challenges head on and to position the organization for competitive advantage, CIOs and technology executives must apply a fresh mindset to identify and execute on new sources of technology-driven innovation along with the cultural transformation that’s necessary to drive successful business outcomes.

The pioneering mindset and bold leadership skills needed to foster a culture of innovation and carry out winning strategies will be the focal point of the Charlotte CIO Executive Leadership summit.


  • Lekha Banerjee
    Chief Architect - Data Sciences, Financial Crimes
    Financial Services

    Chief Architect in Financial Services with extensive experience in building and leading teams. Primary areas of expertise : Strategic Planning, Ideation, Design, Large Scope Service Delivery for complex business & IT processes - Online-Mobile-Branch banking, Master Data Management, Global Financial Crimes, Data Science Analytics.

    Track record of enabling systems integration for 5 M&As. Multiple recognitions from CEO and CIO for successful realization of high volume, high performance technology solutions that are strategic, architecturally sound, operationally sustainable and fiscally prudent.

    Partner with Business Executives to plan and execute Enterprise Level Business strategies, New Product/Service launch, Rescue bottlenecked programs, Culture change. Granted 2 technology patents and 5 filed for.

    Passionate Technology Educator routinely invited to Leadership, Women in Technology and other diversity forums to ‘Break the Myth’ on Advanced technologies.

  • Shoukat Ali Bhamani
    VP, CIO & CDO
    Schaeffler Group Americas

    Shoukat Ali Bhamani is the Chief Information & Digital Officer (CIO & CDO) for the Schaeffler Group Americas, a global automotive, industrial & aerospace manufacturer with $3.2B revenue and 13,000 employees in Americas.  Over the past 20 years, Shoukat has led several operational and strategic business functions to support a double digit growth in the manufacturing environment. This includes Strategic Planning, General Management, R&D, Program Management, Quality Systems, Continuous Improvement, Process Management and IT. His effective transformation leadership has successfully integrated the IT and business priorities via program management, roadmaps, goals, KPIs and strategic initiatives, across multiple platforms & business units, nationally & internationally.  Resulting in a uniform SAP landscape region wide, measurable business improvements, increased sales opportunities, optimized business processes & supply chain, efficient technology & infrastructure, IT cost transparency, and a high performance IT team to support business growth & strategy. He has now taken over the responsibility of digital transformation and is in the process of prioritizing business needs, establishing talents and executing digital solutions. 

    His business experience includes 10+ years of successful customer relationships to manage key programs & business development to support a significant increase in market share and bottom line.  His R&D contribution includes several new product development initiatives to meet the market challenges of new innovation and technology.  His international experience includes major programs across multiple platforms & business units, including product development, manufacturing, investment, cost reduction & IT projects in US, Canada, Mexico, Japan & Germany. Shoukat received his Bachelor's (NED) and Master's (McGill) degrees in Mechanical Engineering, and an MBA from Case Western Reserve University.  He lives in Fort Mill, SC with his wife and two children.

  • Phil Carlson
    Director of Asset Protection & Investigations, Global Security Team, East Coast Operations
    Herbalife

  • Cassandra Chandler
    Senior Risk Advisor and Leadership Coach
    Former SVP of Business Operations
    Bank of America

    Cassandra “Cassi” Chandler has led an extraordinary career as an innovator, strategist, attorney and servant leader within U.S. Government services and the financial services industry.  She is an Adjunct Professor at PACE University in New York and CEO of the Leadership Development firm, Vigeo Alliance.

    Cassi currently serves on the NYPD Federal Monitor’s team and is also CEO of the Chandler Consulting Group, LLC,  She is a member of the faculty at Pacific Coast Banking School. Prior to her retirement as a Senior Vice President for Business Operations at Bank of America, Cassi was responsible for building an integrated framework for assessing risks and operational effectiveness of enterprise coverage areas.  She oversaw enterprise-wide processes for the aggregation, determination and referral of potential fraud, where she utilized intelligence analytics to identify emerging fraud trends and risks. Previously, she built and directed an enterprise team to collect and analyze internal and external intelligence to proactively predict regulatory, reputational and financial risks, while also enhancing the customer experience.  She also served as the bank’s Senior Global Investigative Services Executive, developing a prevention-focused global fraud program that investigated fraudulent activities and utilized intelligence to identify emerging fraud risks.   

    In addition to her roles as a risk executive, Cassi led the bank’s Compliance relationship with the Consumer Financial Protection Bureau (CFPB). As the enterprise engagement executive, she was responsible for building relations and supporting the needs of the Consumer regulator and managing and influencing CFPB interactions across the enterprise.  She also served on the U.S. Marine Corp Red Team that monitored the Corp’s assessment of expanding infantry roles to women and sits on the Board of Third Way, a public policy think tank on Cybercrimes.

    Cassi joined Bank of America in January 2008, following her retirement from the Federal Bureau of Investigation (FBI) where she spent 23 years managing, directing and leading criminal, terrorism and foreign intelligence activities in the FBI. She was a member of the Senior Executive Service, the Assistant Director of the FBI Academy at the U.S. Marine Corps Base in Quantico and Section Chief of Criminal and Domestic Terrorism Intelligence. She served as an attorney in the Office of Legal Counsel, was Special Agent in Charge of the Norfolk Field Office and the FBI’s first female national spokesperson and Assistant Director of Public Affairs. Before joining the FBI, Cassi was an attorney with the U.S. Army Corp of Engineers and a reporter and anchorwoman for an NBC affiliate. 

    Cassi is a recipient of numerous awards and recognitions, including the SES Presidential Rank of Meritorious Executive Award under President George W. Bush, the National Center for Women and Policing’s “Breaking the Glass Ceiling” award and the Norfolk NAACP “Trail Blazer” award. She currently sits on the Board of Visitors for Johnson C. Smith University and has served on the LSU National Diversity Advisory Board and the BofA Global Diversity & Inclusion Council.

  • Maury Cupitt
    VP, Solutions Architect
    Sonatype

    Maury Cupitt has spent the last 20+ years in enterprise software working with early stage startups and large enterprises to help position the value of their technology and make customers successful. He’s worked at Netscape, AvantGo, Tasktop, CA Technologies and BlueStripe working with customers to solve challenges and advise on strategic solutions. Maury is has an entrepreneurial spirit, enjoys wearing many hats and has a passion for making software work better. Outside of software, Maury has worked on Broadway, is a pilot, enjoys amateur radio, tinkers with Raspberry Pis, teaches shooting sports, and loves DIY projects at home.

  • Daidre Fanis
    Sr. Director - Salesforce, CRM, CPQ
    SIM Charlotte Vice President
    M&S Consulting

    Daidre Fanis joined M&S Consulting in June 2017 as Executive Director and Practice Leader.  She has over 20+ years of IT leadership with both public and private companies of varying sizes and industries, and consulting.

    Daidre began her career with Kraft General Foodservice where she advanced to several key positions focused on defining and implementing IT strategies, both internally and for clients.  She then transitioned into telecommunications at a Charlotte-based start-up called US LEC which was later acquired by PAETEC Communications, and then ultimately Windstream.  Throughout her tenure in telecommunications, Daidre led senior leadership positions with oversight of all IT enterprise business services, strategy and solutions delivery, including IT operational excellence, M&A due diligence and integrations, CRM & ERP transformations, robotics process automation solutions, and PMO.  Daidre was also Sr. Director of IT at AvidXchange where she led strategies to implement & enable scalability and growth for the hyper-growth company by way of technology and IT service delivery optimization.

    Throughout her career, she has been both a recipient and a leadership mentor in Mentee-Mentor programs helping to define and develop other IT professionals, and has held a seat on UNCC’s Women in Computing panel for mentoring women students within the program.  She has also led employee culture, community foundation and wellness committees at each of her companies.  Daidre was a winner of the Charlotte Business Journal 2016 Women in Business Achievement Award.  She is passionate about supporting outreach and foundations such as STEAM, Women in Technology, Alzheimer’s Association and St. Jude Children’s Research Hospital.

    Daidre holds a Bachelor of Science degree in Communications and Information Technology from the State University of New York, and a Master degree from Lynn University.  She is also a graduate of the elite Society  for Information Management (SIM) for senior IT professionals, and is current Vice President (and incoming President as of June 2019) of the Charlotte SIM Chapter.

    Daidre and her family reside in the Lake Wylie area of Charlotte, NC.

  • Angelic Gibson
    CIO
    AvidXchange

    Angelic Gibson joined AvidXchange in October 2018 as the Chief Information Officer.

    Angelic has spent over 20 years in Information Technology serving the following industries: Higher Education, Wholesale Distribution and Logistics, Retail and Manufacturing in public, private equity and IPO models; including Technekes, LLC, American Tire Distributors (ATD), Estee Lauder, Inc, Sleepy’s, and the State University of NY.

    Angelic has held various leadership positions, including most recently, the SVP, Information Technology at Technekes, based in Charlotte, NC. Previously, she worked for American Tire leading various IT operations functions since 2008.

    Angelic has deep experience in enterprise technology systems and management practices supporting databases, networks, telecommunications, and infrastructure.  She was also central to the development and execution of information security standards, a technology program management office, and disaster recovery best practices.  She has built and supported business intelligence/data management platforms and has extensive cloud computing strategic insight.

    Angelic holds a B.S. degree in Management Information Systems from American InterContinental University.

  • Keith Gordon
    CISO
    Ally Financial, Inc.

    Keith Gordon is the Chief Information Security Officer for Ally Financial. In his previous role, he was the Information Security and Risk Management Executive for Ally where he was responsible for Strategy, Innovation and Security Architecture; Data and 3rd party Security, Cyber Analytics and User Behavior Analytics for Information Security as well as Enterprise Disaster Recovery & Business Continuity.

    Prior, Gordon worked at Bank of America in Global Information Security where he held roles as the Business Information Security Officer as well as leading the Cyber Threat Intelligence and Customer Protection (CTICP) team. Gordon began his career with Bank of America in 2003 supporting Consumer Banking Technologies where his focus was technology risk, security and fraud. In 2010, Gordon was appointed the Security, Fraud and Identify executive where he developed and managed authentication, security strategies and product development for Consumer Banking. His teams led the effort to define and build the enterprise standards for application security, vulnerability management and compliance, resulting in the bank's Enterprise Cyber Security strategy.

    Gordon left Bank of America in 2012 to take on a role as Enterprise Information Security and IT Risk Management executive at Capital One. He returned to Bank of America in August 2014 as the Business Information Security Officer.

    Keith graduated from Anderson University with a Bachelor of Arts degree in Marketing and Mathematics. He lives in Charlotte, North Carolina.

  • Chris Hart
    CEO & Co-Founder
    Levvel

    Chris has more than 15 years of technology leadership experience with a specialized focus on financial technology solutions in the consumer, commercial and wealth management space. He has led software development, infrastructure, and QA organizations at multiple Fortune 100 companies and also helped grow and launch a number of early-stage technology companies. Chris’s technical expertise, startup experience, and global program management background enables our ability to support a wide range of clients at all stages of transformation.

  • John Iannarelli
    Former FBI Special Agent and Senior Executive Advisor
    FBI

    John G. Iannarelli recently retired from the FBI after more than 20 years of service, during which he was a member of the SWAT Team and participated in the investigations of the Oklahoma City Bombing, the 9/11 attack, and the Congresswoman Gabriel Giffords shooting.  John previously served at FBI Headquarters as their national spokesperson and on the Cyber Division Executive staff.  In Phoenix, John was the Cyber squad supervisor before promotion to Assistant Special Agent in Charge, the number two position overseeing all Criminal, Cyber, and Counter Intelligence investigations throughout Arizona.  John has been awarded an Honorary Doctorate of Computer Science for his contributions to the field of cyber investigations.

    John is the author of several other books, to include Why Teens Fail and What to Fix, a parents’ guide to protecting their children from Internet predators and other dangers, and Information Governance Security, how businesses can protect their sensitive data from loss or compromise.  His recently released How to Stop A Terrorist, is a guide for the average person to recognize and help prevent terrorism. John is a highly sought after speaker and has presented to Fortune 500 companies, domestic and international audiences, the United Nations, and the Vatican where he met personally with Pope Francis to discuss the evolution of cyber crime.

    A former San Diego Police Officer and a graduate of the University of San Diego School of Law, to include studies of international criminal and civil law at Oxford, England, John is also an attorney admitted to the practice of law in California, Maryland and the District of Columbia. He is currently a private consultant, whose clients have included the both the FBI and a national professional sports league.

  • Douglas Krieger
    Director | IS/MTS Global Strategic Sourcing
    Herbalife

    Douglas Krieger is the Director of the Indirect Center of Excellence at Herbalife Nutrition.  In this role, Doug leads a team of sourcing professionals focused global technology solutions across 96 countries. 

    Doug is a licensed attorney who has assisted multiple organizations in developing and executing cost reduction strategies. Doug has a relentless focus on building businesses, establishing priorities, and achieving actual implementation of his ideas, vision, and strategies. He is able to translate technology ideas and concepts into business vernacular and business requirements into functional technology strategy, which helps him break down barriers in complex negotiations.  He has significant functional experience in corporate and business unit strategy, process design, change management, as well as leadership and technology transformation.

    Doug has produced significant cost reduction in the organizations he has supported through a combination of innovative strategies, negotiation, and outside-the-box thinking. He has successfully led ROI development to bring bleeding-edge technology, driving sales and increasing the top line. Doug is a frequent speaker at various industry seminars and is well regarded for his ability to deliver relevant ideas and value. Doug is a graduate of the University of Missouri, Columbia and received his Juris Doctorate from California Western School of Law. 

    Doug is based in Winston Salem, North Carolina.

  • Michael LaVallee
    Managing Partner
    Jobplex

     

  • Kirby Miner
    CIO
    Sunbelt Rentals

  • 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.

  • John Murdock
    Partner
    Executive Search Partners LLC

    John W Murdock is Partner with Executive Search Partners, a nationwide search firm since 2002, specializing in senior Information Technology appointments. Murdock, like all ESP partners, distinctively draws on his thirty years of experience as a former IT executive and leader. Having successfully acquired, built, and delivered business enabling solutions and services to large multinational Insurance and Banking companies. Such as, CIO VP and Board member at GMAC Insurance; VP IT for First Union (Wells Fargo); VP IT for Huntington Bank; and President for Systems Task Group, Intl (Majesco).
     
    Since Murdock "grew up" in IT, and then effectively transitioned to executive search, he understands what it takes at all levels with providing the best senior IT professionals to hiring executives.
    Murdock is an active member of SIM Charlotte, providing leadership to the board, as Sponsorship chair, and as an advisor to SIM’s Members in Transition group. Recently he gathered commitments from thirty sponsors to contribute $80,000+ for Charlotte region STEM initiatives. Additionally, he serves as an Account Manager in the SE for SIM’s Regional Leadership Forum, widely known as SIM RLF. 
    John holds a Bachelor of Science in Computer Science from Michigan State University, attended various Business, IT and Executive Management programs throughout his career. … Yet his tenure as leader and manager of people processes and technology have provided his greatest lessons and accomplishments.

  • Chris Terhune
    SVP, Technology Business Management Business Technology Services
    LPL Financial

    Chris Terhune is the Senior Vice President for Technology Business Management for Business Technology Services at LPL Financial, the nation's largest independent broker-dealer based on total revenue. He is responsible for managing the project portfolio used to deliver the best technology solutions for LPL Financial advisors, partners and employees. Included within the scope of the portfolio is audit & technology risk, communications, financial management and resource management.

    Technology at LPL Financial is driven by a commitment of continuous innovation to provide proprietary technology to almost 14,000 financial advisors and over 700 financial institutions.  LPL's solutions are focused on efficiency, accuracy and informed advice.  Advisors and institutions benefit from leading advisory and account servicing, robust trading functionality, integrated mobile solutions, a streamlined office suite to support digital delivery and advanced risk management capabilities.

    Prior to joining LPL Financial in 2013, Mr. Terhune was director of production performance and testing for Dell Online, Dell’s ecommerce suite of applications and one of the largest ecommerce applications globally. Previous experience at Dell included leading application development for multiple manufacturing application suites.

    Mr. Terhune also has experience managing and leading application development at Miller Industries, Frito-Lay and Mobil Oil.

    Mr. Terhune has a Bachelor of Business Administration in computer information systems from Stephen F. Austin state university in Nacogdoches, Texas. He also has a Master of Business Administration degree from Southern Methodist University in Dallas, Texas.  

  • Joe Topinka
    CIO
    SnapAV

    Joe Topinka is a recognized game-changing career CIO, author, and executive coach. His ground-breaking book, IT Business Partnerships: A Field Guide, helps individuals and companies bridge the chasm between business stakeholders and IT Organizations to achieve exponential results. In 2013 Joe was voted CIO of the year by the Minneapolis/St. Paul Business Journal. Joe is the founder and chief coach of CIO Mentor, a consultancy where he is known for his pragmatic approach and delivering measurable results. He is Vice Chair of the BRM Institute’s Executive Council and CIO of SnapAV in Charlotte, North Carolina.

  • James Turgal
    Managing Director, Cyber Risk Services
    Deloitte

    James L. Turgal, Jr, was formerly Executive Assistant Director (EAD), Information and Technology Branch, entered on duty in March 1996 and was assigned to the Houston Division, working Organized Crime and Drug investigations.  Upon being promoted as a Supervisory Special Agent, he was assigned to FBI Headquarters, Office of General Counsel and the Counterterrorism Division, as the senior counsel for Domestic Terrorism Operations.
     

    In 2002, Jim was assigned to the Cincinnati Division as Chief Division Counsel, Media Spokesperson, and Supervisory Special Agent.  Four years later, he returned to FBI Headquarters to lead the Director’s Research Group. He later became the Assistant Special Agent in Charge of Administration at the Washington Field office. 

    In 2010, Jim was selected to serve as the Special Assistant to the Deputy Director, providing counsel on various national security, criminal, and administrative issues affecting the FBI.  One year later, he was designated Special Agent in Charge of the Phoenix Division, where he oversaw several high profile cases, including the shooting of U.S. Congresswoman Gabrielle Giffords.  In 2012, Jim returned to FBI Headquarters, as the Deputy Assistant Director of the Human Resources Division (HRD).

    In August 2013, Director Robert S. Mueller, III appointed Jim as the Assistant Director (AD) of the HRD.  During this time, he served as the AD and Human Resource Officer.

    On February 10, 2016, Director James B. Comey, Jr. announced the appointment of James L. Turgal, Jr., as the EAD of the Information and Technology Branch.

    Jim is also a FBI certified pilot.  

  • Angela Yochem
    EVP Chief Digital and Technology Officer
    Novant Health

    Angela Yochem is executive vice president and chief digital and technology officer for Novant Health. Yochem develops the strategic vision for how Novant Health uses technology to engage patients, empower team members, and improve the healthcare experience for our patients and the communities we serve. She leads the implementation of digital solutions across the system including experimentation, design, development, operations, support, and partnerships.

    Prior to joining Novant Health in 2018, Yochem served as executive vice president and chief information officer at Rent-A-Center, a multi-billion dollar retailer with more than 4,000 locations. In this role, she created new digital retail channels and transformed the tech capability. Yochem has also served as chief information officer and digital product line executive for BDP International, a multi-billion dollar global logistics company spanning 140 countries, global chief technology officer for AstraZeneca, one of the world’s largest pharmaceutical companies, and divisional chief information officer at Dell, where she built revenue-generating technology services.

    Yochem received her bachelor’s degree in music from DePauw University. She completed her master’s degree in computer science at the University of Tennessee, where she is an advisory board member. She has served on several company boards, from SEC-registrants to venture-backed start-ups, focusing on growth, enterprise risk, audit, and governance. Yochem remains an entrepreneur in residence for Vonzos Partners, and is a mentor for South Korea Telecom Americas InnoPartners. She also serves as a Trustee of the Youth Works Foundation in Philadelphia. Yochem holds three US Patents and is a published author with Addison-Wesley and Prentice-Hall.

Print

February 06, 2020, 7:30 AM-5:30 PM
The Ritz-Carlton Charlotte

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 - 9:10 AM

HMG Lead, Reimagine, Reinvent Tech Talk:  Darktrace


9:10 AM - 9:40 AM

EXECUTIVE BRIEFING:  ZOOM


9:40 AM - 10:10 AM

Coffee Break, Networking and Meet Our Partners


10:10 AM - 10:50 AM

EXECUTIVE PANEL:  Advanced Technologies Driving Speed to Market

Lekha Banerjee, Chief Architect - Data Sciences, Financial Crimes, Financial Services, Bank of America Merrill Lynch

Maury Cupitt, VP Solutions Architect, Sonatype

Chris Hart, CEO & Co-Founder, Levvel

Douglas Krieger, Director Global Indirect Center of Excellence, Herbalife 

Additional panelists being confirmed.

Moderator:  Hunter Muller, President and CEO, HMG Strategy

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.


10:50 AM - 11:20 AM

Coffee Break, Networking and Meet Our Partners


11:20 AM - 12:00 PM  

EXECUTIVE PANEL: Enabling the Secure Enterprise for Agility and Innovation

Phil Carlson, Director of Asset Protection & Investigations, Global Security Team, East Coast Operations, Herbalife

Cassi Chandler, Senior Risk Advisor and former SVP Business Operations, Bank of America

James Turgal, Managing Director, Cyber Risk Services, Deloitte

Keith Gordon, CISO, Ally Financial  

Moderator: John Iannarelli, Former FBI Special Agent and Senior Executive Advisor

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.


12:00 PM - 1:00 PM

Luncheon


1:00 PM - 1:30 PM 

EXECUTIVE PANEL:  Accelerating Your Career Ascent:  Crafting Your Personal Brand and Attracting Top Talent

Daidre Fanis, Sr. Director & Practice Leader, Salesforce, CRM, CPQ Practice, MS Consulting and VP, SIM Charlotte

Michael LaVallee, Managing Partner, Jobplex/DHR International

John Murdock, Partner, Executive Search Partners LLC

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 - 1:50 PM

HMG Lead, Reimagine, Reinvent Tech Talk:  Nutanix


1:50 PM - 2:20 PM

Coffee Break, Networking and Meet Our Partners


2:20 PM - 2:50 PM

HMG Lead, Reimagine, Reinvent Tech Talk:  RingCentral

 


2:50 PM - 3:10 PM

 

HMG Lead, Reimagine, Reinvent Tech Talk:  Angela Yochem, EVP Chief Digital and Technology Officer, Novant Health interviewed by Hunter Muller, President and CEO, HMG Strategy

3:10 PM - 3:40 PM

Coffee Break, Networking and Meet Our Partners


3:40 PM - 4:20 PM

EXECUTIVE PANEL:  Enterprise 2025:  Lead, Reimagine, Reinvent to Execute World-Class Strategies

Shoukat Ali Bhamani, VP, CIO & CDO, Schaeffler Group Americas

Angelic Gibson, CIO, AvidXchange

Chris Hart, Co-founder and CEO, Levvel

Kirby Miner, CIO, Sunbelt Rentals

Angela Yochem, EVP Chief Digital and Technology Officer, Novant Health

Moderator: Hunter Muller, President and CEO, HMG Strategy

The speed, scope and nature of disruption facing businesses is unprecedented. In today’s fast-changing economy, only the agile will survive. To tackle these challenges head on and to position the organization for competitive advantage, CIOs and technology executives must apply a fresh mindset to identify and execute on new sources of technology-driven innovation along with the cultural transformation that’s necessary to drive successful business outcomes.

This panel of top technology executives will share leadership skills needed to foster a culture of innovation and carry out world-class strategies.



4:20 PM - 5:30 PM

Raffle Prizes and Executive Networking Reception



Presenting 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/
  • 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
  • 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/
  • 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

  • Levvel

    You're going to use technology to change the world. We're going to help you create it. Whether you are reinventing your company, creating an industry-changing product, or making existing products even better with new technologies—we exist to make your endeavor a success story.

    https://www.levvel.io/
  • Sonatype

    The Sonatype journey started 10 years ago, just as the concept of “open source” software development was gaining steam. From our humble beginning as core contributors to Apache Maven, to supporting the world’s largest repository of open source components (Central), to distributing the world's most popular repository manager (Nexus), we’ve played a meaningful role in helping the world embrace the power of open innovation. Over time, we witnessed the staggering volume and variety of open source libraries that began flowing into every development environment in the world. We understood that when open source components are properly managed, they provide a tremendous energy for accelerating innovation. Conversely, when unmanaged, open source "gone wild" can lead directly to security vulnerabilities, licensing risks, enormous rework, and waste. Our vision today is simple. We are laser focused on helping organizations continuously harness all of the good that open source has to offer, without any of the risk. In order to do this, we have invested in knowing more about the quality of open source than anyone else in the world. This investment takes the form of machine learning, artificial intelligence, and human expertise, which in aggregate produces highly curated intelligence that is infused into every Nexus product. Organizations equipped with Nexus products make better decisions, innovate faster at scale, and rest comfortably knowing that their applications always consist of the highest quality open source components.

    https://www.sonatype.com/

Gold Partners

  • AutonomIQ

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

    www.autonomiq.io
  • Fortinet

    Fortinet provides top-rated network and content security, as well as secure access products that share intelligence and work together to form a cooperative fabric. Our unique security fabric combines Security Processors, an intuitive operating system, and applied threat intelligence to give you proven security, exceptional performance, and better visibility and control--while providing easier administration. Our flagship enterprise firewall platform, FortiGate, is available in a wide range of sizes and form factors to fit any environment and provides a broad array of next-generation security and networking functions. Complementary products can be deployed with a FortiGate to enable a simplified, end-to-end security infrastructure.

    https://www.fortinet.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.

  • Rubrik

    Rubrik delivers a single software platform to manage and protect data in the cloud, at the edge, and on-premises. Enterprises choose Rubrik’s Cloud Data Management software to simplify backup and recovery, accelerate cloud adoption, and enable automation at scale. As organizations of all sizes adopt cloud-first policies, they rely on Rubrik’s Polaris SaaS platform to unify data for security, governance, and compliance.

    https://www.rubrik.com/

Supporting 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.

    www.delphix.com

Preferred Research Partners

  • 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.

Strategic Partners

  • Egon Zehnder

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

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

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

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

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

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

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

    https://www.spencerstuart.com

Alliance Partners

  • Amplify Partners

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

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

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

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

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

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

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

    http://lsvp.com
  • Sequoia Capital

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

    https://www.sequoiacap.com

Association Partners

  • SIM Charlotte

    The SIM Charlotte Region Chapter is the preeminent community of senior technology executives in the Carolinas centered in Charlotte. SIM Charlotte is where IT professionals connect, learn, and grow in order to lead. Relationship building, learning opportunities and community outreach in the form of STEM education are the three pillars of the organization. These three pillars combine to create a vibrant network that strengthens the entire region and contributes to the economic engine that powers Charlotte and the surrounding areas.

    https://chapter.simnet.org/charlotte/home
  • Charlotte Area Technology Collaborative

    The Charlotte Area Technology Collaborative (CATC) brings together businesses, education, government and organizations to inspire and grow the advancement of a diverse and skilled technology pipeline. The Collaborative provides learning and growth opportunities for pre-professionals and professionals, promoting innovation and entrepreneurism, advancing the technology profession and fostering economic development.

    http://cltatc.org/
  • North Carolina Technology Association

    The North Carolina Technology Association (NCTA) is a not-for-profit trade association focused on advancing the state's tech industry. NCTA has 700+ member companies, organizations and institutions representing more than 200,000 North Carolina based employees. NCTA helps members grow regionally and compete globally in a myriad of ways with a focus on executive engagement, public affairs and knowledge workforce.

    http://www.nctechnology.org/

The Ritz-Carlton Charlotte

201 East Trade Street
Charlotte, NC

Room rate is $339/night. This rate expires on January 10, 2020.

To book a room, please call 704-547-2244 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.



Top


For more information contact us:

(203) 221-2702
info@hmgstrategy.com