Upcoming Summits

2020 Southern California CIO Hybrid Executive Leadership Summit

Hyatt Regency Huntington Beach Resort and Spa, Huntington Beach, CA, Huntington Beach, CA


Reimagining the Business and the Future of Work

As regional economies gradually open up, many executives believe that both business and the nature of work will change forever. In order to support the business effectively, CIOs and technology executives need to help reimagine and reinvent the business and help the CEO and line-of-business leaders identify new opportunities in core, parallel and new markets. Technology executives also must work with the executive team to identify what the future of work looks like and provide the infrastructure and tools necessary to support this new way of working.

In this Hybrid Summit - which blends a small number of in-person speakers and attendees on location then is broadcast out to a wider audience - top technology executives will share their advice on the roles that CIOs and tech leaders can play in reshaping the business and the future of work.


  • Michael Keithley
    CIO
    United Talent Agency

     

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

  • 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.

  • Helen Norris
    VP & CIO
    Chapman University

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

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

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

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

  • Thomas Phelps
    VP of Corporate Strategy & CIO
    Laserfiche

    Thomas Phelps IV is the VP of Corporate Strategy & CIO for Laserfiche, a global provider of enterprise content management and process automation software. Thomas joined Laserfiche in 2014 and leads IT, industry marketing, analyst relations and major strategic initiatives. He was part of the executive team that launched Laserfiche Cloud in 2015, and led security and compliance efforts to obtain a SOC 2 attestation. Thomas led corporate initiatives for Laserfiche to be recognized as a Challenger in the Gartner MQ for Content Services Platform for the first time in 2017 and 2018, a Peer Insights rating of 4.7 (out of 5.0) as of August 18, 2019, and a Leader in the Nucleus Research 2019 ECM Value Matrix. He created the team that redesigned Laserfiche certification courses used to train customers and over 300 solution providers globally.

    Prior to Laserfiche, Thomas was the national entertainment and media champion for cybersecurity at PwC. He led the initiative to innovate content security practices used worldwide in the motion picture industry. He also developed the PwC methodologies and marketing collateral for the new Telecom and Network Services practice. He was the Advisory Services leader for two major accounts generating over $12M in annual advisory revenue, including a client service team that received the PwC Chairman’s Award. He provided Fortune 500 clients with guidance on IT transformation, security, privacy, internal audit and business continuity management. He designed and implemented solutions and risk management programs to address SOX, HIPAA, GLBA and other regulations. In addition, Thomas was part of three new business initiatives at Motorola. This included the start-up Internet Software Products Division (Austin, TX), the multi-billion dollar Motorola MOS 12 (Chandler, AZ) semiconductor fab, and a new production line for Motorola Radius GP 300 radios (Mt. Pleasant, IA). 

    Thomas is the Chairperson of Long Beach AcceleratorTM, a non-profit whose mission is to accelerate early stage startups with seed funding, mentorship and exit strategy. He is on the ISACA 50th Anniversary Panel, providing governance and speaking at events for a cybersecurity and IT audit standards-setting organization—with 460,000 engaged individuals in 188 countries and 220 chapters. He is on the Executive Board for Innovate@UCLA, an executive IT organization sponsored by UCLA, and the Marketing Chair for the Southern California, Society of Information Management (www.SCSIM.org). Thomas is also the Director of Corporate Relations for LA Blockchain Lab. He has co-authored the book, Telecommunications Cost Management, published by CRC Press. He has contributed to several ISACA publications including Risks of Customer Relationship Management, a joint book effort with PwC. He earned his BBA in MIS from the University of Texas at Austin. In 2019, Thomas became an adjunct professor teaching IT Auditing and Analytics in the USC Masters in Accounting program.

  • Steve Phillips
    CIO
    Alorica

    Steve Phillips is the chief information officer at Alorica where he is responsible for setting and delivering IT strategy.  He reports to CEO Andy Lee and is a member of the Alorica Executive Committee. 

    Between 2005 and 2017 he served as CIO at Avnet. Between 2004 and 2005 he was CIO at Memec, a global electronic components distributor acquired by Avnet.

    Prior to joining Memec, Mr. Phillips was CIO for Gateway Inc. He was previously the IT leader for Diageo’s European foods business and early in his career he served in a number of engineering and operations leadership roles at Thorn EMI.

    Since 2012, he has served as chairman of the board of Wick Communications, a US-based news media business.

    In 2015, Mr. Phillips was inducted into the CIO Hall of Fame, a lifetime achievement that honors IT executives and visionaries whose leadership has significantly impacted the field of IT.

    Steve holds a bachelor’s degree in electronic engineering from Essex University and a post-graduate diploma in management studies from the University of West London. He is a fellow of the Institution of Engineering and Technology.

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November 5, 2020, 7:30 AM-5:30 PM
Hyatt Regency Huntington Beach Resort and Spa, Huntington Beach, CA

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:  Zendesk


9:10 AM - 9:40 AM

EXECUTIVE BRIEFING: Systems of Experience – The Role of the CIO in Shaping the Future of Work

Speaker: TBD, RingCentral

The role of the CIO is now front and center to defining the digital culture of an organization with a mega-trend at play that I like to call, ‘Systems of Experience.’  The CIOs future of work and the CIOs role in changing the digital culture of the company is starting to focus on the systems of experience, which is driven by customers engaging with companies and brands through various mediums of technology or employees doing their work and thinking about their engagement with the digital assets at work. During this session, I will focus on the role of the CIO amidst this shifting tide and what it takes to create a digital culture to support the future of work.


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

Michael Keithley
, CIO, United Talent Agency

TBD: Ingram Micro

Panelists being confirmed.

Moderator: TBD

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

Panelists being confirmed.

Moderator: Thomas Phelps, VP of Corporate Strategy & CIO, Laserfiche

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 - 1:10 PM

Luncheon

Southern California SIM News - Helen Norris, VP and CIO, Chapman University and Vice Chair, Southern California SIM

Presentation of the HMG Strategy 2020 Global Technology Executives Who Matter Awards


1:10 PM - 1:40 PM

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

Steve Heckler, President and Founder, Steve Heckler Associates

Tony Leng, Managing Director and CIO Practice Leader, Diversified Search 

Steve Phillips, CIO, Alorica

George Sheth
, Managing Partner, Diligent Partners

Moderator: Hunter Muller, President and CEO, HMG Strategy, LLC

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 executives will share priceless insights into the steps that top-tier technology executives are taking to trademark themselves and to recruit and retain sought-after talenty.  


1:40 PM - 2:00 PM

HMG Lead, Reimagine, Reinvent Tech Talk:  Darktrace


2:00 PM - 2:30 PM Coffee Break, Networking and Meet Our Partners

2:30 PM  - 3:10 PM EXECUTIVE PANEL:  Preparing Yourself to be Boardroom Ready

Panelists being confirmed.

Moderator: TBD

Every company is on a digital journey. CIOs and CTOs are best positioned to guide that process – but not many find themselves on company boards. Why?

This panel comprises top technology executives, some of who sit on company boards.They will share insights into what it takes to be boardroom ready, how to get on a board, and what skills are needed to be effective in that role.    


3:10 PM - 3:30 PM

Coffee Break, Networking and Meet Our Partners


3:30 PM - 4:10 PM

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

Panelists being confirmed.

Moderator: TBD

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.


4:10 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 3,500 organizations to protect against threats to the cloud, email, IoT, networks and industrial systems. The company has over 1,200 employees and headquarters in San Francisco and Cambridge, UK. Every 3 seconds, Darktrace AI fights back against a cyber-threat, preventing it from causing damage.

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

    RingCentral, Inc. is a leading provider of global enterprise cloud communications and collaboration solutions. More flexible and cost-effective than legacy on-premises systems, RingCentral empowers today’s mobile and distributed workforce to communicate, collaborate, and connect from anywhere, on any device. RingCentral unifies voice, video, team messaging and collaboration, conferencing, online meetings, and integrated contact center solutions. RingCentral’s open platform integrates with leading business apps and enables customers to easily customize business workflows. RingCentral is headquartered in Belmont, California, and has offices around the world.

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

    The best customer experiences are built with Zendesk. Zendesk’s powerful and flexible customer service and engagement platform scales to meet the needs of any business, from startups and small businesses to growth companies and enterprises. Zendesk serves businesses across a multitude of industries, with more than 100,000 paid customer accounts offering service and support in more than 30 languages. Headquartered in San Francisco, Zendesk operates worldwide with 15 offices in North America, Europe, Asia, Australia, and South America.

    https://www.zendesk.com/

Gold Partners

  • Appian

    Appian provides a low-code automation 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/

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

  • WITI

    WITI (Women in Technology International) is committed to empowering innovators, inspiring future generations and building inclusive cultures, worldwide. WITI is redefining the way women and men collaborate to drive innovation and business growth and is helping corporate partners create and foster gender inclusive cultures. A leading authority of women in technology and business, WITI has been advocating and recognizing women's contributions in the industry for more than 30 years. The organization delivers leading edge programs and platforms for individuals and companies -- designed to empower professionals, boost competitiveness and cultivate partnerships, globally. WITI's ecosystem includes more than three million professionals, 60 networks and 300 partners, worldwide. To learn more, please visit witi.com.

    https://witi.com/
  • SIM Southern California

    The Southern California Chapter of the Society for Information Management (SCSIM) is a chapter within the Society for Information Management (SIM), a prestigious professional association of executives, academics, and consultants in the information management field. Chapters of SIM are geographically based. SCSIM represents Southern California and is one of approximately 30 chapters of SIM worldwide. SCSIM conducts a number of important services for its members, including coordinating with SIM International regarding worldwide issues of vital interest to all SIM members, and offering local Southern California focused services to SCSIM members such as quarterly events hosted in Southern California, CIO roundtable's, new member orientation, member directory, community service activities, and so on.

    https://chapter.simnet.org/southerncalifornia/home

Hyatt Regency Huntington Beach Resort and Spa, Huntington Beach, CA

Huntington Beach, CA

 

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

HMG Strategy Executive Leadership Summits deliver world class thought leadership where attendees receive unique insights into best practices and hear success stories involving leadership, management, technology and career development.

Key Areas of Focus Include:

  • Leading Courageously and Authentically in Times of Crisis
  • Reimagining the Business and the Future of Work
  • Winning the War on Talent
  • Creating a Workplace of Diversity and Inclusion to Foster Innovation
  • Becoming Boardroom Ready
  • Blazing the Path to Secure Innovation
  • Strengthening Your Personal Brand

The Strongest Executive Leadership Network

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