Fall 2015 Agenda

Sunday, October 18, 2022
8:30 AM - 1:30 PM Golf Tournament at The Wolfdancer Golf Club
2:00 PM - 7:00 PM Forum Registration
2:15 PM - 3:30 PM Leadership Roundtables:
Business Value of IT – Building Credibility with the C Suite
Driving Innovation as a CIO
Embracing, Leveraging and Integrating Rogue IT
Employee Engagement and Retention Strategies
Innovating with Digital Technologies to Create Competitive Advantage
Mergers, Acquisitions and IT Challenges
Mobile Security & Compliance: Policy, Permissions, Groups, & e-Discovery
Resource Allocation: Emerging Technologies & Future Planning
Strategies in Measuring the Success of IT and its Impact on the Bottom Line
3:45 PM - 4:45 PM Accelerating Transformation…With Data
Despite a global IT spend of over $4 Trillion, 67% of CEOs and CIOs are misaligned on how IT should be enabling the business*…In this session Info-Tech will present how CIOs can overcome these challenges, and forge a new data driven approach to rapidly accelerate decision making, as well as measure the benefits of IT with DATA.
Presented by Joe Evers, SVP Research & Consulting Services, Info-Tech Research Group
5:00 PM - 5:30 PM IT Executive Welcome & Orientation
5:30 PM - 6:00 PM IBM Keynote
Successful Deployment of Analytics Solutions Improve ROI and Margins
Presented by John Lucas, Avnet and Ivan Aguilera, IBM

Most organizations estimate that they are only analyzing 12% of the data that they have today. Although they are gleaning some insights from that data what happens to the other 88%?
6:15 PM - 7:00 PM A New Framework for IT: How to Be Adaptive
Presented by David Kingston, Principal Executive Advisor, CEB
Business leaders know only one speed: Fast. IT must adopt a framework that enables it to quickly reallocate resources as business needs change. CEB will outline the 5 principles of Adaptive IT that organizations need to implement to meet growing business demand.
7:00 PM - 9:00 PM Welcome Reception
Monday, October 19, 2022
7:00 AM - 8:00 AM Technology Roundtable Breakfast:
Best Practices in BI/Big Data
Cyber Security
Disaster Recovery Strategies
Driving Mobile Application Development and Adoption
Enterprise Applications in the Cloud
Google Apps vs Office 365 vs IBM Verse
Integrating Cloud Based Solutions with Legacy Systems
Security as a Service
Technology Roadmaps - Strategies and Themes
Turning Data into Revenue
Virtual Desktop Integration
8:00 AM - 8:45 AM Create an Adaptive IT Workforce
Presented by David Kingston, Principal Executive Advisor, CEB
IT teams are tasked with overcoming a wide variety of challenges, including business engagement, IT transformation, strategic planning and even keeping the lights on.
But there’s one approach that stands out over others in terms of helping IT conquer those challenges: talent. By getting talent right, organizations can see up to a 12% increase in revenue.
Learn how to develop teams with the competencies and mindsets needed to be adaptive.
9:00 AM - 10:40 AM Boardroom Sessions
10:40 AM - 11:00 AM Morning Coffee Break
11:00 AM - 12:10 PM Boardroom Sessions
12:15 PM - 1:15 PM Lunch
1:15 PM - 1:35 PM Teligistics Keynote
Transforming Mid-Market IT from Tactical to Strategic
Presented by Dave Roberts, CEO, Teligistics
Teligistics Logo '07
While IT typically has the final say on operational technologies, professional Procurement is playing a more pivotal role in IT decision-making. Mid-Market IT departments are often tasked with the procurement process for telecom and IT contracts, but key decisions are made often made tactically instead of strategically. With the advent of bundled components that crossover technologies and business units, how do Mid-Market IT departments gain the visibility and benchmarking to make informed IT decisions?
1:45 PM - 4:45 PM Boardroom Sessions
4:55 PM - 5:10 PM KnowledgeNet Keynote
Investing in Professional Development: The Key to Employee Engagement, Advancement, and Retention
Presented by Rob Doty, Co-Founder / Managing Partner, KnowledgeNet
KNet_logo_small
CIO’s spend millions of dollars a year on IT training to advance technology best practices, enable professional development, and improve employee retention. Research shows the best way to achieve all three is through serial-style learning experiences. Training solutions that deliver successive skills-learning over-time are the most effective in terms of achieving student engagement and demonstrating the organization’s investment in employees’ professional development. By integrating serial-style live learning into their annual training strategy, CIO’s are deepening the quality bench of their IT departments in the most advantageous way possible.
5:15 PM - 7:15 PM One-to-Ones & Reception
Tuesday, October 20, 2022
7:15 AM - 8:15 AM Breakfast
8:15 AM - 9:00 AM Accelerating IT Innovation to Power Business Transformation
Presented by Mike Rosen, Research Vice President, IDC Research
Promising new technologies including big data/analytics, cloud services, mobility and social business are transforming the ways in which our organizations engage with customers and innovate in product and service delivery. But hurdles are impeding IT innovation, including: funding boundaries, IT talent constraints and our existing portfolio of largely on-premise assets.
9:10 AM - 10:20 AM Boardroom Sessions
10:20 AM - 10:40 AM Morning Coffee Break
10:40 AM - 11:50 AM Boardroom Sessions
12:00 PM - 1:00 PM Lunch
1:10 PM - 3:00 PM Boardroom Sessions
3:15 PM - 5:15 PM One-to-Ones & Reception
5:20 PM - 5:50 PM IT Executive Boardroom Debrief/Networking
6:00 PM - 6:45 PM IT Executive Industry Roundtables::
Best Practices in Banking/Financial Services IT
Best Practices in Business & Professional Services IT
Best Practices in Construction/Engineering/Scientific IT
Best Practices in Education IT
Best Practices in Healthcare IT
Best Practices in Logistics/Transportation IT
Best Practices in Manufacturing IT
Best Practices in NonProfit/Government IT
Best Practices in Retail IT
Best Practices in Utilities IT
7:30 PM - 10:00 PM Cocktail Reception & Awards Dinner: Hawaiian Theme!
Wear your favorite Hawaiian attire and join us for a casual dinner, awards presentation & comedy show!

Agenda Descriptions

A New Framework for IT: How to Be Adaptive
Presented by David Kingston, Principal Executive Advisor, CEB
Business leaders only know one speed: Fast. IT must adopt a framework that enables it to quickly reallocate resources as business needs change. CEB will outline the 5 principles of Adaptive IT that organizations need to implement to meet growing business demand.
Speaker Bio: David Kingston
David is a Principal Executive Advisor at CEB, providing best practice research, decision support tools and management guidance to CIOs, Infrastructure executives, CISOs, and other IT leaders. He has studied the evolution of service delivery models in IT, the changing role of service managers, and the shift in information security practices toward risk management.Prior to joining CEB in 2003, David spent 14 years at The Boston Consulting Group where he provided management consulting services to clients in Chicago, Stockholm, Singapore, Mumbai, Jakarta and Washington, DC.David holds a BA from Dartmouth College and an MBA from INSEAD.  He lives in Vermont with his wife and two children.

GENERAL SESSIONS
The General Sessions offer timely and insightful content from our research partners Info-Tech Research Group, CEB and IDC.

Accelerating Transformation…With Data
Despite a global IT spend of over $4 Trillion, 67% of CEOs and CIOs are misaligned on how IT should be enabling the business*… With the dramatic increase in digital technology & the business’s appetite to understand and enable their own innovations through technology, CIOs are challenged with the need to rapidly understand business inputs, stakeholder satisfaction, and assess their own teams internal capabilities.
Info-Tech has found too often this is done through ad-hoc and informal processes, making improvement hard to measure, and success impossible to define. A new model is needed to enable the CIO to rapidly make decisions, prove success & analyze challenges with DATA.In this session Info-Tech will present how CIOs can overcome these challenges, and forge a new data driven approach to rapidly accelerate decision making, as well as measure the benefits of IT with DATA. Info-Tech will share insights from Info-Tech’s 3 year Stakeholder Satisfaction Study & how IT can enable transformation at unparalleled rates.
By the numbers:

  • 66% of CEOs don’t understand how to use IT to transform the business.
  • 84% of IT Organizations score below 80% on IT satisfaction
  • 43% of CIOs overestimate the size of their next budget.
  • 78% of CEOs/CIOs are aligned on what IT issues impede innovation BUT are Highly Misaligned on the Business Barriers that Impede Innovation
  • 72% of business leaders misjudge which services really matter to them

* Info-Tech’s CEO/CIO Alignment study

Speaker Bio: Joe Evers
As the Senior Vice President of Research & Consulting, Joe Evers leads a team focused on bringing tools, frameworks and advice to the Office of the CIO. He is a management consulting & advisory executive leveraging over 30 years of business and systems consulting experience with impressive breadth across Process & Organization Design, Communications & Change Management, IT Strategy & Value Advisory and ERP Implementation Planning & Management. Working with client C-suite, Joe brings a pragmatic eye to client issues.
Prior to his current role, Joe was Info-Tech’s Consulting SVP, leading our global consulting team. Joe’s experience and insights are based on progressive roles at two global consulting firms, Andersen Consulting (now Accenture) and Deloitte’s consulting practices and as a global IT leader for a major consumer products technology company. As a managing partner, he led and grew a number national consulting practices focused on the people, process and technology facets of systems management. Prior to joining Info-Tech, Mr. Evers was the Consulting Principal for JcEvers Consulting, where clients leveraged his past roles to support project execution, process & organizational design and executive stakeholder alignment.

Create an Adaptive IT Workforce
Presented by David Kingston, Principal Executive Advisor, CEB
IT teams today are tasked with overcoming a wide variety of challenges, including business engagement, IT transformation, strategic planning and even keeping the lights on. But there’s one approach that stands out over others in terms of helping IT conquer these challenges: talent. By getting talent right, organizations can see up to a 12% increase in revenue.
Speaker Bio: David Kingston
David is a Principal Executive Advisor at CEB, providing best practice research, decision support tools and management guidance to CIOs, Infrastructure executives, CISOs, and other IT leaders. He has studied the evolution of service delivery models in IT, the changing role of service managers, and the shift in information security practices toward risk management.Prior to joining CEB in 2003, David spent 14 years at The Boston Consulting Group where he provided management consulting services to clients in Chicago, Stockholm, Singapore, Mumbai, Jakarta and Washington, DC.David holds a BA from Dartmouth College and an MBA from INSEAD.  He lives in Vermont with his wife and two children.
Accelerating IT Innovation to Power Business Transformation
Promising new technologies including big data/analytics, cloud services, mobility and social business are transforming the ways in which our organizations’ engage with customers and innovate in product and service delivery. But hurdles are impeding IT innovation including: funding boundaries, IT talent constraints and our existing portfolio of largely on-premise assets.In this session IDC will share the latest research on how IT leaders can accelerate innovation within their organizations and use this to accelerate business transformation. He will share the results of IDC’s recently completed Enterprise IT Transformation MaturityScape research study. He will also provide insight into evolving industry best practices in strategy and innovation, talent management, service management, enterprise architecture, and vendor management.

Key takeaways:

  • Learn how to assess your IT organization’s key governance capabilities, and use this insight to accelerate IT innovation
  • Provide a roadmap for your business leaders to define what capabilities they need from your IT organization to power business transformation
  • Contrast your organization’s results compared with over 200 worldwide companies in IDC’s database

SPEAKER:
Mike Rosen, Research Vice President, IDC Research

VENDOR KEYNOTES

IBM
Successful Deployment of Analytics Solutions Improve ROI and Margins
Presented by John Lucas, Avnet and Ivan Aguilera, IBM
Most organizations estimate that they are only analyzing 12% of the data that they have today. Although they are gleaning some insights from that data what happens to the other 88%? This gap illustrates the enormous opportunity for your organization. The advances in analytics and the emergence of cloud mean that we are at a tipping point where data-driven decisions based on all data can now be an essential daily activity for business people and IT alike. In this keynote you will hear how IBM is helping midsize organizations leverage analytics capabilities to differentiate themselves from the competition and grow their business. IT leaders are an essential part of the business and should consider making bold moves to bring analytics into their organizations. Hear how IT leaders turned to IBM analytics to change their decision making landscape and shape their future.

Teligistics
Transforming Mid-Market IT from Tactical to Strategic
Presented by Dave Roberts, CEO, Teligistics
While IT typically has the final say on operational technologies, professional Procurement is playing a more pivotal role in IT decision-making. Mid-Market IT departments are often tasked with the procurement process for telecom and IT contracts, but key decisions are made often made tactically instead of strategically. With the advent of bundled components that crossover technologies and business units, how do Mid-Market IT departments gain the visibility and benchmarking to make informed IT decisions? Learn how Mid-Market firms gain the necessary visibility to control OPEX and CAPX expenses – before it is dictated from others. Find out where the hidden cost-saving gems in your IT budget that can actually fund other IT initiatives.

Key Takeaways:

  • How to source certain IT contract strategically.
  • The myth of bundled services.
  • How do you benchmark costs?
  • The increased role of Procurement, and how it will grow.
  • Trends in the telecom space you should be aware of.
  • Operate as a publicly-traded compliant IT department, even if you’re not.


KnowledgeNet
Investing in Professional Development: The Key to Employee Engagement, Advancement, and Retention
Presented by Rob Doty, Co-Founder / Managing Partner, KnowledgeNet
CIO’s spend millions of dollars a year on IT training to advance technology best practices, enable professional development, and improve employee retention. Research shows the best way to achieve all three is through serial-style learning experiences. Training solutions that deliver successive skills-learning over-time are the most effective in terms of achieving student engagement and demonstrating the organization’s investment in employees’ professional development. By integrating serial-style live learning into their annual training strategy, CIO’s are deepening the quality bench of their IT departments in the most advantageous way possible.

PEER EXCHANGE ROUNDTABLE SESSIONS
Peer exchange sessions are topical discussions for the purpose of exchanging ideas and experiences among the midmarket technology executives. These sessions are peer moderated.

Leadership Roundtables
Business Value of IT – Building Credibility with the C Suite
Driving Innovation as a CIO
Embracing, Leveraging and Integrating Rogue IT
Employee Engagement and Retention Strategies
Innovating with Digital Technologies to Create Competitive Advantage
Mergers, Acquisitions and IT Challenges
Mobile Security & Compliance: Policy, Permissions, Groups, & e-Discovery
Resource Allocation: Emerging Technologies & Future Planning
Strategies in Measuring the Success of IT and its Impact on the Bottom Line
Women CIOs Leading IT

Technology Roundtables
Best Practices in BI/Big Data
Cyber Security
Disaster Recovery Strategies
Driving Mobile Application Development and Adoption
Enterprise Applications in the Cloud
Google Apps vs Office 365 vs IBM Verse
Integrating Cloud Based Solutions with Legacy Systems
Security as a Service
Technology Roadmaps - Strategies and Themes
Turning Data into Revenue
Virtual Desktop Integration

Industry Roundtables
Best Practices in Banking/Financial Services IT
Best Practices in Business & Professional Services IT
Best Practices in Construction/Engineering/Scientific IT
Best Practices in Education IT
Best Practices in Healthcare IT
Best Practices in Logistics/Transportation IT
Best Practices in Manufacturing IT
Best Practices in NonProfit/Government IT
Best Practices in Retail IT
Best Practices in Utilities IT

BOARDROOM SESSIONS
Leading technology providers deliver case study presentations to select groups of executives in an exclusive, private boardroom setting - identifying critical business issues and discussing how their product or solution solves a specific midmarket business need.

ONE-TO-ONES
Takes boardroom discussions up a notch to bring IT Executives and Solution Providers together for a face-to-face discussion on specific services and solutions in a private setting. One-to-one meetings take place daily in the Meeting Hall — either scheduled before the event or arranged onsite.

AWARDS CEREMONY
As the closing session for the event, the awards dinner ceremony features products and innovations that have the best market potential based on voting by the participating IT Executive delegates.
Award categories are:
Best Midmarket Solution - Hardware: Awarded to the company with an established hardware product that has been exemplary in specifically meeting the needs of the midmarket.
Best Midmarket Solution - Software: Awarded to the company with an established software solution that has been exemplary in specifically meeting the needs of the midmarket.
Best Midmarket Solution - Service: Awarded to the company with an established service that has been exemplary in specifically meeting the needs of the midmarket.
Best Midmarket Strategy: Awarded to the company with the most innovative and aggressive approach towards targeting midmarket organizations through product development, innovation and marketing techniques.
Best Emerging Midmarket Solution: Recognizes a new technology vendor or an existing vendor launching a new product that will change the technology landscape for the midmarket.
Award of Excellence in the Office of the Midmarket CIO: Recognizes a CIO/IT Executive and the collaboration between their technology team and a chosen Solution Provider to deliver maximum business benefit.

If you are an IT Executive and would like to participate as our guest, please fill out our application form.

Solution Providers: Design a custom sponsorship package or ask for our updated attendee list.
Contact Dawn Shultz at +1 503-819-7030 or email.

 
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