Upcoming Summits

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2023 San Diego Technology Executive Leadership Summit in Partnership with SIM San Diego

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Visionary Leadership:  Driving a Modern AI Enterprise and Secure Digital Agenda

Inflationary pressures and other macro-economic challenges are creating headwinds for technology executives and fellow members of the C-suite to execute on and achieve strategic goals through 2023. The fast-changing socio-economic landscape is prompting technology executives to become more creative than ever and to draw upon authentic and inclusive leadership skills to inspire their teams.

Global economic challenges are creating unique opportunities for business technology executives to foster a collaborative culture, embrace fresh innovative approaches, and develop strong partnerships to leverage hot technologies such as AI, ChatGPT, cloud platforms and cyber technologies to securely move the needle for the business and win in tumultuous times.

Here are the four prevailing leadership and technology trends that HMG Strategy will be focusing on throughout its 2023 Executive Leadership Summit Series:

  • Innovation & Invention to Spur Revenue Growth
  • Fostering World-Class Collaboration and Teaming
  • Harnessing Advanced Technology to Drive Cost Reduction
  • Securing a Global Digital Agenda


  • Joshua Barons
    Head of Information Security
    San Diego Zoo Wildlife Alliance

    Josh Barons oversees information security, including the development and maintenance of the overall information security program for San Diego Zoo Wildlife Alliance. Prior to joining the San Diego Zoo he was Head of Information Security for Zocdoc. Previously, Barons served as Director of Information Security for Abacus Group LLC, globally responsible for all aspects of information security and risk for the company. Earlier in his career, he held information security management positions for Sony Corporation of America, Condé Nast, and other technology and media companies. He has spoken at security conferences such as RSA, Zero Day Con and Evanta. He is CISSP and CRISC certified and holds a bachelor’s degree in fine arts from Cornell University and a master of fine arts from Parsons School of Design.

  • Jerome Bonhomme
    American Specialty Health

    As chief technology officer for American Specialty Health (ASH), Jerome Bonhomme is responsible for leading the development and operation of consumer-facing technology products. These vital capabilities help to activate and engage ASH’s many members, customers, providers, and partners.

    Jerome’s broad background as a software technology executive includes more than 20 years of experience in developing e-commerce platforms, applications, and architecture to support customer engagement, product launches, and marketing outreach. Prior to joining ASH, he was vice president of software engineering at Lytx in San Diego. There, he was responsible for all software engineering and product development, delivering a next-generation platform and implementing new software engineering processes. While at Lytx he also filed several patents in the domain of geospatial data processing. Jerome also worked for Sony for close to 10 years where he developed and launched Sony’s online store in the U.S., and later globally as director and chief architect for the global e-commerce platform.

    A graduate of the Sorbonne University in Paris, Jerome spent his early career working in research and software engineering positions in the e-commerce, medical, and finance space, helping to launch new products and develop new generations of technology platforms. 

  • Max Chan

    Max Chan is a skilled, visionary technology executive serving as the Chief Information Officer (CIO) at Avnet. With a deep understanding of the latest digital trends and technologies, he leads all aspects of information technology (IT), including cybersecurity, digital strategy and transformations that position Avnet as a digital-first organization.

    Chan oversees the resources and capabilities of the global IT team and ensures that the organization maintains a robust and optimized IT environment. He also leads the digital system integration business, which delivers digital services and solutions to internal and external customers.

    Chan joined Avnet in 2013 as vice president of IT for Avnet Technology Solutions in Asia Pacific. He led critical system implementations and enhancements, helped build Avnet’s Global Development Centers and drove process improvement initiatives in the region. In 2016, he transferred to the Phoenix corporate headquarters to take on the global application and business relationship management role. Avnet named him CIO in 2019.

    Before joining Avnet, Chan held several IT leadership roles, including CIO, Asia, at VF Corporation, and vice president, IT global supply chain, building efficiency, at Johnson Controls.

    Chan earned a bachelor’s degree in mathematics from Malayan University, Malaysia, and a Master of Business Administration in strategy from University of Birmingham, U.K.

  • Todd Friedman

    Todd Friedman was named CISO for ResMed, a global company that manufactures and distributes medical equipment and solutions for diagnosing, treating and, managing sleep-disordered breathing and other respiratory conditions.

    Todd is a versatile leader with more than twenty-five years’ experience in information risk and security management. His career has spanned the healthcare, toy, entertainment and insurance industries, during which Todd led numerous functions, including infrastructure planning and management, systems integration, PMO, project management, governance, compliance, strategic planning, and for the past decade, information risk and security management. Prior to joining ResMed in early 2015, Todd was the CISO of Mattel, and prior to that the SVP and CISO of Universal Music Group, the world largest music company.

    A native of Los Angeles, he holds an MBA from UCLA and a B.A. from UCSD.

  • Steve Hoyt
    Executive Director Information Technology
    Aspen Neuroscience, Inc.

    Steve Hoyt is an accomplished IT Executive with over 20 years’ experience in Medical Device, Life Sciences, and Laboratory industries.  With Steve’s combined backgrounds in Technology, Business Process Re-Engineering, and Program Management, he is often tapped to lead business transformations whether due to organizational change, merger and acquisitions, or periods of high growth.

    Steve is currently Executive Director of Information Technology at Aspen Neuroscience.  Previously, he was Vice President of Information Systems at QuidelOrtho during a period of explosive growth from $250M to over $1.6B in revenue, leading the company through a global expansion of operations due to M&A and a 10X increase of production during the Global COVID-19 Pandemic, including an expansion of the business into Retail.

    Steve started his career at GE Healthcare holding various leadership positions over 16 years including global ERP expansions, leading business intelligence operations, improving business process as a Lean Six Sigma Master Blackbelt, and integrating Mergers and Acquisitions for the Life Sciences division.  Following GE, he held leadership positions at both NeoGenomics and Human Longevity advancing human health through laboratory diagnostics, imaging, and genetics.

    Steve is a Certified Lean Six Sigma Master Blackbelt (MBB), a Project Management Professional (PMP) and graduate of GE’s well-regarded Executive Leadership Programs in Information Technology as well as being an alumnus of the University of Wisconsin – Madison, School of Business.

  • Mani Keerthi Nagothu
    Americas Field CISO

    Mani Keerthi Nagothu is a cybersecurity professional with global work experience. Her expertise includes cybersecurity strategy, incident response, and risk management. She has been a speaker at various conferences, including RSA Conference 2023, Evanta, Infosec World, (ISC)2 Security Congress, Cloud Security Alliance, and many more. She is passionate about sharing knowledge with others, and most recently, her LinkedIn course - Insider Threat Risk Management, was published.

  • Naresh Lachmandas
    Sponsorship Chair, SIM San Diego
    Partner & Senior Fellow

  • David Lin
    GIA (Gemological Institute of America)

  • Rebecca Maffei

    Rebecca Maffei is the Chief Information Officer at Fashionphile. Founded in 1999, Fashionphile was the very first ultra-luxury re-commerce brand of its kind.  The focus of our tagline “Shop. Sell. Repeat.” is all about circularity and extending the lifecycle of these items. Now, after more than 20 years, the company has become the country’s largest resale platform for buying and selling ultra-luxury, pre-owned accessories including Chanel, Hermès, Gucci, and Louis Vuitton. 

    Rebecca has a Masters Degree in Strategy from Boston College and a Bachelor’s Degree in Business Management from Bryant University. She has over 20 years of experience in various leadership roles in technology, strategy and operations. She is also an active board member for Palomar Health Medical Group, a non-profit health care organization that provides high-quality care to the communities in North San Diego County.

    Rebecca enjoys hiking, traveling, and spending time with her family. She is also a Cub Master for Cub Scouts (BSA) Pack 616, where she mentors young boys and girls to develop character, citizenship and personal fitness. 

  • Drew Martin
    Silicon Beach Advisors

    Drew Martin has been Vice President and Chief Information Officer since November 2016. He was previously Executive Vice President and Chief Information Officer for Lytx Inc. (formerly DriveCam) from October 2011 to December 2014. He previously held IT leadership positions with Sony Electronics and PepsiCo, and from January 2015 until November 2016, was owner and a principal in Silicon Beach Advisors, a technology strategy consulting firm. Drew has a bachelor’s degree in engineering from Cornell University and serves on several advisory boards, including the Information Technology Advisory Board for Sharp Healthcare and the Classroom of the Future Foundation. He has over 25 years of experience in corporate IT and innovation.

  • Hunter Muller
    Founder and 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 ecosystems 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 HMG Next Ventures, 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.

  • Barb Munro
    Co-Founder and Membership Chair, SIM San Diego
    Co-Founder, Partner, The Carrera Agency

    Barb Munro, Co-founder and Partner at The Carrera Agency, a Talent Management Agency for IT professionals, has over 25 years experience in the Information Technology industry, holding leadership positions in organizations ranging from Fortune 100 firms to start-up software and consulting companies. She carries a wide breadth of industry knowledge including experience in software development and data base design, product management, quality assurance, customer relationship management, and sales and marketing. She is also the Co-founder and Membership Chair of SIM San Diego.

  • Faisal Mushtaq
    SVP & CTO
    Sleep Number Corporation

    Faisal is an innovative, dynamic, and inspirational executive and entrepreneur with extensive leadership experience. He has built global organizations, delivered innovative products, driven growth, improved efficiencies and gained market share, both in fast pace startup environment as well as Fortune 500 companies.

    Currently he is serving as CTO of Sleep Number corporation, a leader in smart bed space redefining the future of sleep with individualized sleep experiences, where he leads the global technology, product development and innovation. Previously he was VP Technology at GlobalLogic leading Global Cloud/DevOps Practice organization and responsible for providing thought leadership and technical excellence in areas of public/private/hybrid clouds, DevOps, Containers and SDN/NFV. He was also a Founding member/VP of Engineering at multiple startups from PLUMgrid (Acquired by VMware), Allot Communications, Ortiva Wireless (Acquired by Allot) and Wichorus (Acquired by Tellabs). Faisal began his career at Cisco Systems where he designed and developed several routing/switching product families.

    Faisal is the Founder and President of TechCon SoCal and a member of Tech Coast Angels, one of the largest and most active angel investment networks in the country. He is an advisor and investor in several startups and is a mentor/charter member at several organizations including CONNECT, OPEN and TIE. He received an MSEE from Purdue University and an MBA from Santa Clara University and holds 8 patents. 

  • Ravi Nemani
    EVP & CIO

  • Billy Norwood
    FFF Enterprises

    Billy is the Chief Information Security Officer for FFF Enterprises and its subsidiaries running their cybersecurity program while also being a key contributor to both the risk management and privacy and data protection programs. He has over 20 years’ experience in Information Technology and Security in a variety of industries and serves on several technical advisory boards focusing on SaaS companies.  Billy holds a Bachelor of Science degree from Park University in Management Information Systems, and a Master of Business Administration degree from the University of Colorado, Denver, as well several industry certifications.

  • James Parker
    CEO and Board Member

    James Parker, the CEO and Board Member of Tangoe, Inc., is a seasoned leader with extensive experience in enterprise software, cloud, and telecommunications. Known for his focus on customer-centric solutions, Parker drives business success and accelerates growth at Tangoe. With a strong background in technology expense management, he has held leadership positions at renowned companies such as Masergy, Tata Communications, CenturyLink, and Microsoft. Parker holds a Master's degree in Business Administration from the University of Toronto's Rotman Business School. As a speaker, he brings profound insights into innovation, customer success, and driving business growth in the technology industry.

  • Steve Phillpott
    President, SIM San Diego

    Steve brings 20+ years of leadership experience across multiple industries and companies such as Qualcomm, Gateway, Western Digital, Illumina and Intel spin-off, Solidigm.

    Steve led a one of a kind, complex simultaneous integration of 3 Fortune 500 companies, Western Digital, Hitachi Global Storage(HGST) and SanDisk.  He used this opportunity to completely transform the technology foundation of the company and deploy one of the largest cloud ERP applications helping to modernize business processes and streamline application support.

    He has continually deployed diverse technologies achieving better business outcomes including running the world’s largest commercial Cloud based High Performance Computing (HPC) simulation, leveraging 1 million cores across 3 of Amazon’s Data Centers, improving performance of an engineering product simulation from 30 days down to just 7 hours driving improved product time to market.

    In his role as Chief Data /Analytics Officer, he drove the 5+ year vision and deployment of a big data analytics/AI platform architecture that led to the consumption of over 100 trillion manufacturing data points per day while delivering near real time information used to make important business decisions and drive improved product quality and saving over  $ ½ Billion.

    A recognized industry expert, Steve has received numerous awards including 2020 CIO Hall of Fame. He is a frequent speaker on IT innovation, transformation, Data/Analytics/AI and cloud optimization strategies at many leading industry events.

  • Lance Ralls
    Vice Chair
    SIM Southern California

    Lance Ralls is a hybrid global CIO/CTO who rapidly delivers impact to profit and revenue. He is regularly told he is a rare bilingual executive who can speak both the language of business and technology fluently. Lance Ralls, Global CIO/CTO at MerchSource, is responsible for leading the company’s global Technology and Data services, policy, strategy, operations, governance, privacy policy, financial management and Cyber Security across all ThreeSixty’s global business groups and brands: FAO Schwarz, Sharper Image, Vornado, and Discovery.

    Lance’s global corporate executive and management experience spans multiple industries and includes tenures during dramatic growth at Belkin International, Pelican, MerchSource, DIRECTV, Sony, Warner Bros, NBC Universal, Mattel, Cognizant, and PwC.

    Lance’s work has successfully impacted millions of customers, thousands of employees, and created multi-million dollars of business growth by his understanding that technology is only 25% of the solution and you must address the remaining 75% by understanding the process and organization impact for maximum impact from your IT organization.

    At thirteen, Lance started his first job, changing tires at his father’s tire store.  He soon decided he wanted to be the fastest and most effective tire-changer in the shop, which he achieved beating those around him with decades of practice. This is where his love for endless efficiency was born and he follows the same approach when creating solutions that impact customers he serves from consuming tv shows, purchasing electronics/toys, buying movie tickets, or scheduling teams on projects.

    Lance also served as an advisory member on the Economic Development Advisory Council to El Segundo City Council promoting growth and community support in the region.  He enjoys and has successfully coached hundreds of kids in soccer and baseball for over 10 years, focusing on the process of play, not the outcome.  He has always focused on building character in how to work as a team as well as how to deal with failure which in turn delivers success which has led his teams to winning numerous championships.

    Lance holds a Bachelor of Science degree in Mechanical Engineering from the University of California at Los Angeles (UCLA).

  • Yasmin Shah
    Chief Executive Officer

    Yasmin Shah is a seasoned IT executive and an entrepreneur with more than two decades of experience in launching, transforming and growing companies. Yasmin Shah worked for IBM’s global services where she was a Principal and worked with companies such as Farmers Insurance, Lockheed Martin, American Express, Phillips and US Mint in the transformation of their IT departments. She also worked as a CIO (Chief Information Officer) with QLogic, where she transformed their IT department to meet the needs of the rapidly growing business. She then worked in a senior IT leadership role for Southern California Edison on a re-org and business case for a transformational project. She owned, operated and sold for profit 6 franchise retail locations, where she was able to achieve employee retention unheard of in the industry. As President of the co-op, she took leadership in launching on-line marketing for the Franchisor. As a member of Tech Coast Angels and Entrepreneur-In-Residence with Connect, Yasmin was an advisor to many San Diego based startup companies. Yasmin has helped launch 2 non-profits in San Diego, and is the President of the board for both of them.

  • Alan Shen
    VP, Solution Management, Digital Workplace Solutions

    Alan drives strategy, design, engineering, operations, and solution management for the Unisys Digital Workplace Solutions (DWS) portfolio. His experience as a trusted advisor with many F100 C-level executives enables him to steer ongoing technology investments across the DWS business unit’s consulting, services, SaaS, and managed services offerings.

    Alan joined Unisys in June 2021 via the Unify Square acquisition where he functioned as both Chief Technology Officer and Vice President of Professional Services. While at Unify Square (and now also at Unisys) he leads a number of initiatives to introduce key AI and ML technologies into Unisys’ PowerSuite® and InteliServe™ products. 

    Prior to Unify Square, Alan held various technical leadership roles in the Mobility, Networking, and Skype for Business groups at Microsoft. This included designing the original media traversal solution for Microsoft’s UC stack, a technology that continues to be used in Microsoft Teams. He also assisted hundreds of global enterprise customers and partners with their UC voice deployments and was a key architect/consultant for over 100 client designs.

    Alan has a B.S. in Computer Engineering and an M.S. in Computer Science and Engineering from the University of Washington. Alan is a regular speaker at technical events. During the off hours, you'll find Alan conducting the Puget Sound Symphony Orchestra (in Seattle) which he founded in 1999.  

  • Amy M. Sitapati, M.D.
    Chief and Chair of the Division and Department of Biomedical Informatics
    Chief Medical Information Officer for Population Health
    UC San Diego Health System

    As Chief and Chair of the Division and Department of Biomedical Informatics as well as Chief Medical Information Officer for Population Health at UC San Diego Health, I am responsible for aligning people, process, and technology to deliver ‘Data Powered Health’ and the modernization of vital records. I lead a division that is transforming healthcare delivery through AI, Blockchain, LLM/ChatCPT, Registries, and other innovative tools.

    My expertise includes creating synergies between clinical care, patient health, vital records, quality, teaching, and innovative research.

    I am Board Certified in Clinical Informatics and Internal Medicine, trained Biomedical Engineer, with Epic Physician Builder, Lean Expert, Clinical Research, and Masters of Business training. I have worked as a leader in primary care and quality improvement in the inpatient and outpatient settings at academic medical centers for over the past decade. I now lead California’s birth and decedent registries (vital records & vital statistics) as well as the NIH All of US at UCSD. Through this experience, I have developed expertise in patient centered care delivery, research on populations with health disparities, development of a chronic disease registry, quality improvement, qualitative research, modernizing vital records, and engaging patients in digital health. I have worked to integrate research, continuous quality improvement, and healthcare delivery in our medical practice to instill high reliability care.

    My skills include ground level (i.e. validation) to functional (i.e. project management) to visioning (i.e. strategic planning and vision development). I have expertise in the design, implementation, use, and evaluation of large data sets (i.e. NIH All of Us, enterprise BI, etc.), registries (i.e. EMR, national, public health state), data quality (i.e. NIH AoU, cross UC OMOP, CMS Incentive payment programs, California birth and decedent registries, ACO, claims, Medical, American Heart Association, AMGA, etc.), terminology (ICD, SNOMED, etc.), FAIR data (i.e. local EMR, NIH All of Us, California vital records), and implementation of new innovation (i.e. LLM/AI/ChatGPT, FHIR/HL7, etc.).  Our contributions locally fuel our top 10 Vizient status as well as improve the health delivery which results in high performance of our quality programs (i.e. QIP, Medicare, +).

    My expertise also includes inclusion of our LGBTQI+ community and equity informatics, as we work to enhance organizational cultural competency as well as systems which support identity and reduce disparities. I also have worked over the past decade to bring Kelee Meditation to medicine in the School of Medicine through an understanding of the mind.

  • Evelyn Travnik
    Global Software Engineering Leader, Digital Science Solutions
    Thermo Fisher Scientific

  • Kevin Trepa
    Colonel, Retired

  • Maria Zack
    Professor and Chair of Mathematical, Information and Computer Sciences
    Point Loma Nazarene University

    Dr. Zack holds a Ph.D. in Mathematics from UCSD. Her industry experience includes consulting work for the Institute for Defense Analysis Center for Communications Research, as well as involvement in numerous strategic planning efforts in the US and abroad. She has been awarded NSF, MAA and Wesleyan Center grants and has organized conferences for CSHPM, CCSC, SPAWAR, ACMS, MAA, Nexus and more. Dr. Zack is an integral part of the University's accreditation process and regularly serves on review boards for WSCUC. Her extensive involvement in the mathematics and architecture community greatly enriches our academic programs.

    Dr. Zack's research interests include connections between engineering and mathematics, mathematical history, architecture and mathematics, cryptography and cryptanalysis. She is an active member of the Nexus Network, for which she has published papers on Portuguese engineering, the astronomical research of Robert Hooke and Christopher Wren's contributions to the architectural rebuilding of London. She is a member of the editorial board of the Nexus Network Journal and she is the editor of the refereed Proceedings of the Canadian Society of History and Philosophy of Mathematics. She shares her enthusiasm for mathematical history, engineering and architecture by taking students to England to study every other summer.

    Outside of the classroom, Dr. Zack enjoys cooking, reading and traveling. She is a member of the Board at Lamb's Player's Theatre and has been a trustee of the Medical Benevolence Foundation, for which she often travels to Kenya to visit church plants and the Tumutumu Hospital. She is also involved with the Plant with Purpose organization, which works to reverse deforestation. Her other hobbies include studying church architecture and baking desserts for the department.

  • John Zavada
    Chief Administrative Officer
    PETCO Animal Supplies

    John is responsible for leading Petco’s information technology strategies, teams and projects, including the company’s business process optimization and enterprise program management office. Before joining Petco, John served as senior vice president and chief information officer at Restoration Hardware. Previously, he filled chief information officer roles at Guitar Center, Big Lots, Limited Inc., Victoria's Secret Stores, and others. John holds a bachelor’s degree in business information systems from California State Polytechnic University.


October 12, 2023, 7:30 AM - 4:00 PM PT

7:30 - 8:30 AM 

Breakfast and Networking


8:30 - 8:50 AM                                                                      

Welcome and Introduction

Hunter Muller, Founder and CEO, HMG Strategy and Drew Martin, Principal, Silicon Beach Advisors

8:50 - 9:15 AM


EXECUTIVE KEYNOTE:  From the Front Lines to the C-Suite:  Battlefield Lessons for Leading Through Adversity

Colonel Kevin Trepa, USMC, Retired

The world and the business community have experienced more turbulence in the past 3 years than we’ve seen in a century – a global pandemic, massive supply-chain disruptions, the War in Ukraine, an international recession, and relentless cyber security challenges. As the CEO of Technology, CIOs need to understand the challenges their businesses face, proactively shape their operating environments, and build a team that can dynamically flex to respond to complex, simultaneous threats. 

Join Kevin Trepa as he shares how he leveraged some of the leadership skills honed on the battlefield in his response to the challenges of the Covid pandemic as the CIO and COO of a billion dollar company.  This presentation will set the framework for the rest of our day as we explore the CIO's business partner leadership role in driving business success in an uncertain world.

9:15 - 9:35 AM                                                                                                

EXECUTIVE FIRESIDE CHAT:  James Parker, CEO and Board Member, Tangoe

9:35 - 10:00 AM

Coffee Break, Networking and Meet Our Partners

10:00 - 10:35 AM

EXECUTIVE PANEL:  Visionary Leadership:  Driving a Modern AI Enterprise and a Secure Digital Agenda

Moderator: Naresh Lachmandas, Sponsorship Chair, SIM San Diego and Partner & Senior Fellow, Avasant

Max Chan, CIO, Avnet interviewed by Hunter Muller, Founder and CEO, HMG Strategy

Alan Shen, VP, Solution Management, Digital Workplace Solutions, Unisys

Venky Venkatesh, Senior Director IT Services, General Atomics and Affiliated Companies

John Zavada, Chief Administrative Officer, PETCO Animal Supplies

Global economic challenges are creating unique opportunities for business technology executives to foster a collaborative culture, embrace fresh innovative approaches, and develop strong partnerships to leverage hot technologies such as AI, ChatGPT, cloud platforms and cyber technologies to securely move the needle for the business and win in tumultuous times. At the same time, tech leaders will need to remain laser focused on new ransomware, phishing and crypto mining attacks amidst budgetary pressures.

In this powerful Executive Panel discussion, world-class CIOs and technology executives will share the steps they’ve taken to cultivate a collaborative culture and embrace innovative approaches to position their companies to succeed in a challenging environment while securing the hybrid workplace.

10:35 - 10:40 AM

HMG 2023 Global Leadership Institute Award Presentation to:


Hall of Fame Award - Steve Hoyt, Executive Director Information Technology, Aspen Neuroscience, Inc.

Lifetime Achievement Award - Barb Munro, Co-Founder, Partner, The Carrera Agency and Co-Founder and Membership Chair, SIM San Diego

10:40 - 11:00 AM


Coffee Break, Networking and Meet Our Partners            

11:00 - 11:20 AM


11:20 - 11:35 PM


EXECUTIVE FIRESIDE CHAT:  Delivering on the Digital Agenda

Max Chan
, CIO, Avnet interviewed by Steve Phillpott, President, SIM San Diego

As companies continue to make the digital pivot, many organizations often struggle with trying to digitize current processes and services without fully understanding what a transition to a digital business model is all about. In this Fireside Chat with Steve Phillpott, President, SIM San Diego, Max Chan, CIO at Avnet, will share how he is leading digital business transformation for the multinational distributor of electronic components as well as the steps he has taken to make diversity, equity and inclusion a top priority for the company.

11:35 AM - 12:00 PM


SIM San Diego News - Barb Munro, Co-Founder, Partner, The Carrera Agency and Co-Founder and Membership Chair, SIM San Diego

Presentation of the SIM San Diego Scholarship Awards - Maria Zack, Professor and Chair of Mathematical, Information and Computer Sciences, Point Loma Nazarene University

12:00 - 1:00 PM                                                                            


Lunch and Networking

HMG 2023 Global Leadership Institute Award Winner and 2024 Nominee Photo

Hall of Fame Award - Steve Hoyt, Executive Director Information Technology, Aspen Neuroscience, Inc.

Lifetime Achievement Award - Barb Munro, Co-Founder, Partner, The Carrera Agency and Co-Founder and Membership Chair, SIM San Diego

HMG Champion Award - Naresh Lachmandas, Sponsorship Chair, SIM San Diego and Partner & Senior Fellow, Avasant

2024 Nominee - John Zavada, Chief Administrative Officer, PETCO Animal Supplies

1:00 - 2:00 PM


SIM MEMBER SESSION: Lightening Round Tech Talks

Host:   Drew Martin, Principal, Silicon Beach Advisors

Jerome Bonhomme, CTO, American Specialty Health

Faisal Mushtaq, SVP & CTO, Sleep Number Corporation

Amy M. Sitapati, M.D., Chief and Chair of the Division and Department of Biomedical Informatics, and Chief Medical Information Officer for Population Health, UC San Diego Health

We know that passion and purpose drive performance.  In this innovative format, three Technology thought leaders each share a topic about which they’re currently passionate. Each will share their insights, experiences, and best practices on a topic of their choosing.  They’ll cover the specific techniques they’re using to lead their organizations in the digital age as well as challenges and lessons learned. To keep the lightening round pace, we’ll save any Q&A for the coffee break.  

2:00 - 2:25 PM

Coffee Break, Networking and Meet Our Partners  

2:25 - 3:00 PM

EXECUTIVE PANEL:  Security Innovation:  Going Beyond Protection to Make Security a Competitive Advantage

Moderator:  Joshua Barons, Head of Information Security, San Diego Zoo Wildlife Alliance

Todd Friedman, CISO, ResMed

David Lin, CISO, GIA (Gemological Institute of America)

Mani Keerthi Nagothu, Americas Field CISO Associate Director, SentinelOne

Billy Norwood, CISO, FFF Enterprises

Cybersecurity strategies are often developed with a defensive mindset. But for companies that have strong safeguards in place, this can provide them with a competitive advantage over industry rivals – especially if they are using AI to help strengthen their posture.

In this timely and compelling executive panel discussion, CISOs and security leaders will share how cybersecurity can provide organizations with a competitive edge along with the steps that can be taken to do so and the role that AI can play in these efforts.


3:00 - 3:05 PM

Transition Break

3:05 - 3:40 PM

EXECUTIVE PANEL:  Tapping Innovative Technologies and Partnerships to Drive Cost Containment and Power Business Growth

Moderator:  Rebecca Maffei, CIO, Fashionphile

Beau Mersereau, Global CTO, Toppan Merrill

Ravi Nemani, EVP & CIO, Enlyte

Lance Ralls, Vice Chair, SIM Southern California 

Evelyn Travnik, Global Software Engineering Leader, Digital Science Solutions, Thermo Fisher Scientific

Many technology executives find themselves between a rock and a hard place. CEOs and CFOs are leaning on CIOs and technology leaders to find ways to reduce costs in a tight economy. On the other hand, technology executives are being counted upon to utilize hot technologies that can spark new business innovation and to support digital business models.

This panel of executives will share use cases for advanced technologies and partnerships that can lower costs and drive new business value.

3:40 - 4:00 PM

Raffle Prizes

Closing Remarks

Yasmin Shah, Chief Executive Officer and CIO, SeenADriver

Presenting Partners

  • RingCentral

    RingCentral, Inc. (NYSE: RNG) is a leading provider of business cloud communications and contact center solutions based on its powerful Message Video Phone™ (MVP™) global platform. More flexible and cost effective than legacy on-premises PBX and video conferencing systems that it replaces, RingCentral empowers modern mobile and distributed workforces to communicate, collaborate, and connect via any mode, any device, and any location. RingCentral offers three key products in its portfolio including RingCentral MVP™, a Unified Communications as a Service (UCaaS) platform including team messaging, video meetings, and cloud phone system; RingCentral Video™,  the company's video meetings solution with team messaging that enables Smart Video Meetings™; and RingCentral cloud Contact Center solutions. RingCentral’s open platform integrates with leading third-party business applications and enables customers to easily customize business workflows. RingCentral is headquartered in Belmont, California, and has offices around the world.

  • Tangoe

    Tangoe is the leading technology expense and asset management solution. Tangoe seamlessly integrates with hundreds of providers globally to deliver the reporting and insights needed by enterprises of all sizes and scales. Fueled by an innovative automation framework and unified customer experience, Tangoe optimizes spend and resources across telecom, mobile, cloud, and IoT. For more information on the power of Tangoe and how it can transform your business, visit www.tangoe.com or connect with the company on LinkedIn and Twitter.

  • Rimini Street

    Rimini Street, Inc. (Nasdaq: RMNI), a Russell 2000® Company, is a global provider of end-to-end enterprise software support, products and services, the leading third-party support provider for Oracle and SAP software and a Salesforce and AWS partner. The Company has operations globally and offers a comprehensive family of unified solutions to run, manage, support, customize, configure, connect, protect, monitor, and optimize enterprise application, database, and technology software, and enables clients to achieve better business outcomes, significantly reduce costs and reallocate resources for innovation. To date, over 5,200 Fortune 500, Fortune Global 100, midmarket, public sector, and other organizations from a broad range of industries have relied on Rimini Street as their trusted enterprise software solutions provider. To learn more, please visit riministreet.com, and connect with Rimini Street on Twitter, Instagram, Facebook and LinkedIn. (IR-RMNI)


Platinum Partners

  • SentinelOne

    SentinelOne delivers autonomous endpoint protection through a single agent that successfully prevents, detects and responds to attacks across all major vectors. Designed for extreme ease of use, the S1 platform saves customers time by applying AI to automatically eliminate threats in real time for both on premise and cloud environments and is the only solution to provide full visibility across networks directly from the endpoint.

  • Unisys

    Unisys is a global information technology company that specializes in providing industry-focused solutions integrated with leading-edge security to clients in the government, financial services and commercial markets. Unisys offerings include security solutions, advanced data analytics, cloud and infrastructure services, application services and application and server software.


Gold Partners

  • Netskope

    Netskope, a global cybersecurity leader, is redefining cloud, data, and network security to help organizations apply zero trust principles to protect data. Fast and easy to use, the Netskope platform provides optimized access and zero trust security for people, devices, and data anywhere they go. Netskope helps customers reduce risk, accelerate performance, and get unrivaled visibility into any cloud, web, and private application activity. Thousands of customers, including more than 25 of the Fortune 100, trust Netskope and its powerful NewEdge network to address evolving threats, new risks, technology shifts, organizational and network changes, and new regulatory requirements. Learn how Netskope helps customers be ready for anything on their SASE journey.

  • Lakeside Software

    The future of workforce productivity will rely on digital employee experience and elimination of digital blindspots. Lakeside addresses this need with a modern cloud platform that uniquely combines complete real-time and historical experience data with intelligent edge-based analytics needed for IT to proactively improve digital employee experience at scale. ​

  • Moveworks

    Moveworks is a cloud-based AI platform, purpose-built for large enterprises, that solves one, big, frustrating problem: Resolving employees’ IT support issues. Instead of tracking issues, Moveworks uses advanced AI to solve them, instantly and automatically - with no human intervention. Moveworks is pre-trained to understand IT support issues, so it delivers right away and continues to get smarter with every interaction. Moveworks enables IT teams at companies like Broadcom, Autodesk, Nutanix, Medallia and Western Digital to deliver a radically better employee experience using machine learning and AI.

  • Trace|3

    Trace3 is the premier provider of IT solutions. We integrate IT products and services with insightful consultation in order to provide total transformation for both executives and organizations. Our elite engineers implement tomorrow’s systems and hardware to solve today’s most pressing IT problems, standing shoulder-to-shoulder with our clients to protect and serve their interests. We pride ourselves on our boutique-style approach to customer service. Our consultants, engineers, and executive team immerse themselves in each client's unique culture in order to better understand their individual needs. From big data intelligence and cloud services to organizational health, we create customized solutions to address all aspects of a client's infrastructure. Through elite engineering, dynamic leadership, and unparalleled VC connections, Trace3 stays on the leading edge of the innovation curve to empower our clients with the most advanced technologies and solutions in the industry. We pride ourselves on our boutique-style approach to customer service. Our consultants, engineers, and executive team immerse themselves in each client's unique culture in order to better understand their individual needs. From big data intelligence and cloud services to organizational health, we create customized solutions to address all aspects of a client's infrastructure. As part of our mission of organizational empowerment, we seek to inspire CIOs and other executives through our VC briefings: We expose a select group to the technologies of the future, which we have exclusive access to through our Silicon Valley connections. These executives can then return to their organizations with the tools they need to become leaders and innovators for their industries.


Supporting Partners

  • SHE Informationtechnologie AG

    she.net is a German-Romanian software development company that offers you high quality software outsourcing to Europe at a fair price. With over 250 employees, we have a wide pool of highly qualified software engineers who can start working on your project within a few days. Our customers appreciate our more than 35 years of experience, an enormously low turnover rate rate as well as the time zone turbo: Benefit now from waking up when your next software project is ready!

  • Meriplex

    Meriplex is a managed technology solutions provider that enables transformation by combining secure, innovative technology with advanced expertise. As a trusted partner, we deliver business-driven solutions that provide the scalability and support needed to power growth for organizations. To learn more, visit www.meriplex.com or follow us on LinkedIn.

  • Varonis

    Varonis is a pioneer in data security and analytics, specializing in software for data protection, threat detection and response, and compliance. Varonis protects enterprise data by analyzing data activity, perimeter telemetry, and user behavior; prevents disaster by locking down sensitive data; and efficiently sustains a secure state with automation.

  • Expedient

    Expedient is a full stack cloud service provider, helping companies transform their IT operations through award-winning multi-cloud solutions and managed services including enterprise cloud, disaster recovery, virtual desktop infrastructure, edge computing, security and compliance, and more. Named VMware’s Americas Cloud Partner of the Year and acknowledged in Gartner’s Magic Quadrant for Disaster Recovery as a Service, Expedient provides best of breed solutions backed by white glove services and support.

  • ArmorCode Inc.

    ArmorCode is charting the future of application security. The ArmorCode AppSecOps platform unifies application security and infrastructure vulnerability management to address the biggest problems in AppSec today. It integrates with your security ecosystem to de-duplicate, correlate, and orchestrate findings in a single platform so security and development teams can realize holistic visibility, flexible agility, and cross-team collaboration.

Marketplace Partners

  • 8x8, Inc.

    8x8 is transforming the future of business communications with XCaaS™ (eXperience Communications as a Service™). 8x8 XCaaS is the only integrated platform for contact center, voice, video meetings, team chat, and CPaaS embeddable APIs. Unlike multi-vendor environments, 8x8 XCaaS provides platform-wide reliability, lowers costs, boosts employee productivity and customer engagement, and delivers intelligence through AI-powered experiences and insights. More than 2.5 million people around the world rely on 8x8 to collaborate quicker, work smarter, and serve customers better with real-time analytics across every interaction. For organizations relying on Microsoft Teams for collaboration, 8x8 offers its 8x8 Voice for Microsoft Teams direct routing solution and 8x8 Contact Center for Microsoft Teams which is certified by Microsoft. 8x8 Voice for Microsoft Teams provides advanced telephony and contact center capabilities to further empower Microsoft Teams users. Today, more than 150,000 users rely on 8x8 for advanced communications for Teams. 8x8 is a ten-time Leader in the Gartner Magic Quadrant for Unified Communications as a Service (UCaaS), Worldwide and seven-time Challenger in the Gartner Magic Quadrant for Contact Center as a Service (CCaaS).

  • Akamai

    Akamai secures and delivers digital experiences for the world’s largest companies. Akamai’s intelligent edge platform surrounds everything, from the enterprise to the cloud, so customers and their businesses can be fast, smart, and secure. Top brands globally rely on Akamai to help them realize competitive advantage through agile solutions that extend the power of their multicloud architectures. Akamai keeps decisions, apps, and experiences closer to users than anyone — and attacks and threats far away. Akamai’s portfolio of edge security, web and mobile performance, enterprise access, and video delivery solutions is supported by unmatched customer service, analytics, and 24/7/365 monitoring.

  • BetterCloud

    BetterCloud is the leading SaaS Management Platform (SMP) that enables IT professionals to discover, manage and secure the growing stack of SaaS applications in the digital workplace. With an expanding ecosystem of SaaS integrations, thousands of forward thinking organizations like Zoom, Walmart, and Square now rely on BetterCloud to automate processes and policies across their cloud application portfolio. A pioneer of the SaaSOps movement, BetterCloud has built a community of more than 45K IT professionals who are embracing the new role of SaaSOps within IT organizations. The company launched the first-ever annual SaasOps-focused conference, Altitude, and publishes annually the definitive market research report, State of SaaSOps, on the market and category. BetterCloud is headquartered in New York City with offices in San Francisco, CA and Atlanta, GA. The company's total amount raised to date is $187 million. Investors include Warburg Pincus, Accel, Bain Capital Ventures, Flybridge Capital Partners, and Greycroft 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 4,500 organizations to protect against threats to the cloud, email, IoT, networks and industrial systems. The company has over 1,500 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.

  • Fortinet

    Fortinet (NASDAQ: FTNT) makes possible a digital world that we can always trust through its mission to protect people, devices, and data everywhere. This is why the world’s largest enterprises, service providers, and government organizations choose Fortinet to securely accelerate their digital journey. The Fortinet Security Fabric platform delivers broad, integrated, and automated protections across the entire digital attack surface, securing critical devices, data, applications, and connections from the data center to the cloud to the home office. Ranking #1 in the most security appliances shipped worldwide, more than 565,000 customers trust Fortinet to protect their businesses. And the Fortinet NSE Training Institute, an initiative of Fortinet’s Training Advancement Agenda (TAA), provides one of the largest and broadest training programs in the industry to make cyber training and new career opportunities available to everyone. Learn more at https://www.fortinet.com, the Fortinet Blog, or FortiGuard Labs.

  • Nutanix

    Nutanix offers a single platform to run all your apps and data across multiple clouds while simplifying operations and reducing complexity. Trusted by companies worldwide, Nutanix powers hybrid multicloud environments efficiently and cost effectively. This enables companies to focus on successful business outcomes and new innovations.

  • Palo Alto Networks

    Palo Alto Networks, the global cybersecurity leader, is shaping the cloud-centric future with technology that is transforming the way people and organizations operate. Our mission is to be the cybersecurity partner of choice, protecting our digital way of life. We help address the world's greatest security challenges with continuous innovation that seizes the latest breakthroughs in artificial intelligence, analytics, automation, and orchestration. By delivering an integrated platform and empowering a growing ecosystem of partners, we are at the forefront of protecting tens of thousands of organizations across clouds, networks, and mobile devices. Our vision is a world where each day is safer and more secure than the one before. For more information, visit www.paloaltonetworks.com.

  • RingCentral

    RingCentral, Inc. (NYSE: RNG) is a leading provider of business cloud communications and contact center solutions based on its powerful Message Video Phone™ (MVP™) global platform. More flexible and cost effective than legacy on-premises PBX and video conferencing systems that it replaces, RingCentral empowers modern mobile and distributed workforces to communicate, collaborate, and connect via any mode, any device, and any location. RingCentral offers three key products in its portfolio including RingCentral MVP™, a Unified Communications as a Service (UCaaS) platform including team messaging, video meetings, and cloud phone system; RingCentral Video™,  the company's video meetings solution with team messaging that enables Smart Video Meetings™; and RingCentral cloud Contact Center solutions. RingCentral’s open platform integrates with leading third-party business applications and enables customers to easily customize business workflows. RingCentral is headquartered in Belmont, California, and has offices around the world.

  • SafeGuard Cyber

    SafeGuard Cyber protects the human connections businesses need to thrive in a digital world. Our award-winning platform utilizes a unique mix of direct API integration, Natural Language Understanding, advanced policy engines, and deep relationships with cloud-based digital platforms to give you unmatched, real-time monitoring and mitigation on over 50 cloud communication channels. With SafeGuard installed your team can use whatever tools they wish to do what they do best: create value and drive growth.

  • Tonkean

    Tonkean is the OS for Business Operations, empowering operations teams to rapidly improve efficiency with an enterprise-grade, composable automation platform. By allowing ops teams to automate, monitor, and manage mission-critical business processes with no-code, while still maintaining compliance and security, Tonkean enables enterprises to accelerate operational velocity at scale. The Tonkean platform makes automating complex business processes simple and accessible to non-developers, such as business operations teams and process owners, by abstracting the high technical barrier and coding expertise needed to deliver robust, enterprise-grade process solutions via composability. Ops teams compose custom process solutions using building blocks called “enterprise components” or ECs. ECs are modular, interchangeable, and reusable capabilities that perform actions or complete steps in a business process. ECs are fully governed and curated, typically by IT. They can be adopted from vendors or custom built, or they can simply be extensions of existing tools and systems. This allows ops and process experts to rapidly build holistic process solutions that can work with different systems, easily adapt to changing needs, and measure cross-functional KPIs–all with no-code and no change management. Enterprises like Google, EVERSANA, Instacart, Grubhub, Crypto.com, and more rely on Tonkean to optimize and align their operations across functions—including sales, marketing, customer support, legal, finance, and more. With Tonkean, enterprises can expand the pie of who can deliver software to make a world of Makers.

  • Upwork

    Upwork is the world’s largest work marketplace that connects businesses with independent talent from across the globe. We serve everyone from one-person startups to large, Fortune 100 enterprises with a powerful, trust-driven platform that enables companies and talent to work together in new ways that unlock their potential. Our talent community earned over $3.8 billion on Upwork in 2022 across more than 10,000 skills in categories including website & app development, creative & design, customer support, finance & accounting, consulting, and operations.

  • 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.

  • Zscaler

    Zscaler, the only zero trust platform that securely connects any user, any device, and any app over any network. Back in the day when your users were all on the network and your applications resided in your physical data center, it made sense to establish a secure perimeter around your network. But those days are over, the perimeter is gone, and network security is all but irrelevant. Instead, you need to put your defenses and controls where the connections occur— the internet — so that every connection is fast and secure, no matter how or where users connect or where their applications reside. By moving applications and infrastructure to the cloud and untethering employees from their desks, you can realize tremendous advantages in productivity, agility, and cost containment. With our 100% cloud built secure platform, Zscaler can help you make the move to the cloud, securely.

  • Delphix

    Delphix is the industry leader for DevOps test data management. Businesses need to transform application delivery but struggle to balance speed with data security and compliance. Our DevOps Data Platform automates data security, while rapidly deploying test data to accelerate application releases. With Delphix, customers modernize applications, adopt multi-cloud, achieve CI/CD, and recover from downtime events such as ransomware up to 2x faster. Leading companies, including Choice Hotels, and Fannie Mae, use Delphix to accelerate digital transformation and enable zero trust data management. Visit us at www.delphix.com. Follow us on LinkedIn, Twitter, and Facebook.

  • LastPass

    • LastPass is an award-winning password manager which helps more than 33 million registered users organize and protect their online lives. For more than 100,000 businesses of all sizes, LastPass provides password and identity management solutions that are convenient, easy to manage, and effortless to use. From enterprise password management and single sign-on to adaptive multi-factor authentication, LastPass for Business gives superior control to IT and frictionless access to users.

  • Ping Identity

    Ping Identity provides secure and seamless digital experiences for your employees, partners and customers. We do it by securely connecting users to cloud, mobile, and on-premises applications and APIs while managing identity and profile data at scale.

  • Netskope

    Netskope, a global cybersecurity leader, is redefining cloud, data, and network security to help organizations apply zero trust principles to protect data. Fast and easy to use, the Netskope platform provides optimized access and zero trust security for people, devices, and data anywhere they go. Netskope helps customers reduce risk, accelerate performance, and get unrivaled visibility into any cloud, web, and private application activity. Thousands of customers, including more than 25 of the Fortune 100, trust Netskope and its powerful NewEdge network to address evolving threats, new risks, technology shifts, organizational and network changes, and new regulatory requirements. Learn how Netskope helps customers be ready for anything on their SASE journey.

  • Box

    Box (NYSE:BOX) is the leading Content Cloud, a single platform that empowers organizations to manage the entire content lifecycle, work securely from anywhere, and integrate across best-of-breed apps. Founded in 2005, Box simplifies work for leading global organizations, including AstraZeneca, JLL, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia. Visit box.com to learn more. And visit box.org to learn more about how Box empowers nonprofits to fulfill their missions.

  • SAP

    As the market leader in enterprise application software, SAP is helping companies of all sizes and in all industries run better by redefining ERP and creating networks of intelligent enterprises that provide transparency, resiliency, and sustainability across supply chains. Our end-to-end suite of applications and services enables our customers to operate profitably, adapt continuously, and make a difference worldwide.


Strategic Partners

  • Egon Zehnder

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

  • Heidrick & Struggles

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

  • Korn Ferry

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

  • Spencer Stuart

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

  • Intuitive Cloud

    Intuitive is one of the fastest-growing companies in the Americas (recognized by CRN & INC 5000) focused on IT solutions, and services supporting 100+ Fortune 1000 & ISV customers on a global scale. With the reputation of being a Tiger Team & a Trusted Partner, Intuitive’s solution-centric SMEs across its core Superpowers (Public/Private/Hybrid Cloud Infrastructure, Cyber Security, AppDev, AppSecOps/DevSecOps, SRE, Data, AI/ML, Network and Digital Workspace) help solve most complex challenges and initiatives for Enterprises. Intuitive is also one of the very few recognized ProServe partners AWS (ProServe), Azure (ECIF), GCP (PSF), VMware (PSO/PCT), PANW, and Zscaler delivering engineering excellence.


Alliance Partners

  • Greylock Partners

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

  • Lightspeed Venture Partners

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

  • Menlo Ventures

    Menlo Ventures is a venture capital firm that strives to have a positive impact on everything we do. That’s why we support businesses including Betterment, Carta, Roku, Poshmark, Uber, and Warby Parker that are reimagining life and work for the better. Over 43 years, we’ve grown a portfolio that includes more than 70 public companies, over 100 mergers and acquisitions, and $5.5 billion under management. We invest at every stage and in every sector, with expertise in Consumer, Enterprise, and Healthcare. From developing market strategies to creating communities, we provide real impact where entrepreneurs need it most. When we’re in, we’re all in.

  • 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).

  • Cyberstarts

    We have spent years building industry leading companies. We bring this trove of experience and relationships to every venture we invest in. Cyberstarts was the brainchild of many deep conversations with our most successful cyber peers to distill the holy grail that enabled us to build important companies. It soon became clear that the trajectory to success is determined at a venture’s earliest start. That our deep inside perspective and highly engaged network during this critical earliest stage were unique ingredients in our successes. By aggregating these close relationships for entrepreneurs who we believe in, we knew that we can create incredible value for our tight network of CISOs who enjoy the earliest access to solutions that they help to define. These peers became investors and Cyberstarts became the only VC primarily funded by the industry’s most successful cybersecurity founders.

  • GTM Capital

    GTM Capital is singularly focused on helping our portfolio companies gain a massive competitive advantage by rapidly accelerating customer traction.


Association Partners

  • SIM San Diego

    SIM San Diego is an association of the technology community at large, including senior technology executives, prominent academicians, and other technology thought leaders, who share and enhance their industry knowledge for the benefits of its members and their organizations, who build industry brand awareness and contribute to the growth of the technology community to attract and retain top talent in San Diego.



3777 La Jolla Village Drive, San Diego, CA 92122

Room rate is $255 and must be booked no later than 9/12/23 to get the discounted rate. To make a room reservation:  HGM STRATEGY 2023 SAN DIEGO TE: https://www.hyatt.com/en-US/group-booking/JOLLA/G-GIGI

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 on above-stated criteria.

COVID policy: For those that are vaccinated, masks are optional. If you are not vaccinated we recommend that you wear a mask.

* 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) 243-1674 or email us at registrar@hmgstrategy.com.


For more information contact us:

(203) 243-1674

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

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