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2014 Chief Marketing Officer Leadership Forum: Spotlight on B2B Marketing (Atlanta) Thursday, October 30, 2014 Agenda 2014 Chief Marketing Officer Leadership Forum: Spotlight on B2B Marketing (Atlanta) Thursday, October 30, 2014 7:55am – 5:15pm 7:55am – 8:55am Breakfast 8:55am – 9:00am Argyle Executive Forum Opening Remarks 9:00am – 9:05am Introducing Terrie Campbell: Jeff Adee Senior Vice President, B2B List Services Infogroup 9:05am – 9:40am “Branding from the inside out” When Ricoh began its transition from a product business to a services-led model, the marketing team faced two challenges: changing its brand perception and creating awareness and relevance with customers and prospects. But before they could change their customers’ perception, the marketing team knew they had to change employees’ perceptions first. During this session, discover how the Ricoh marketing team helped educate and reinvent Ricoh’s workforce, empowering employees to rally around new messaging and have confidence in how Ricoh is making information work for its customers in the new world of work. Then extend that messaging to prospective customers through thought leadership content on WorkIntelligent.ly. Attendees will learn: • • • How to develop a messaging platform that unites your organization, both inside and out, around a central theme; How to drive relevant, meaningful messaging via websites, emails, white papers, customer stories, etc. Studies show that up to 57% of prospective customers research companies and technologies before contacting a sales rep; it is crucial that marketing develop effective thought leadership campaigns. How generational work style differences affect marketing campaigns as well as work environments. Terrie Campbell Vice President, Strategic Marketing Ricoh Agenda 9:45am – 10:05am Thought Leadership Spotlight presented by Oracle “Prioritizing and building a business case for your B2B digital customer experience” Wherever you are in building your online customer experience, a business case can help you explain the value and prioritize your initiatives. In this session we will walk through how to calculate and use a business case. Justin King Chief Strategist, B2B E-Commerce Oracle *Please note this session is off the record. 10:05am – 10:30am Coffee 10:30am – 10:35am Introducing “The Evolution of the Modern Marketing Executive” Jason Stewart Vice President, Demand Generation Annuitas Group Agenda 10:35am – 11:20am Panel Discussion “The Evolution of the Modern Marketing Executive” • • • • • How does the modern CMO fit into the management team? • How has digital transformed the role of the CMO within B2B organizations? Marketing’s transformation into a data driven science • Being the catalyst to help your marketing organization make this transition • Utilizing new measurement tools and ROI to demonstrate the value of marketing within the organization • Scrutinizing how investments into certain channels are driving results and using that knowl edge to better target your spending How has the way in which CMO’s structure their teams changed over the past few years? • What new positions have become necessary? How are these new roles being defined? How is the modern CMO collaborating with key executives? How have the relationships between marketing and IT, sales, and HR changed? How will the role of the CMO continue to evolve in the future? Moderator: Michelle Spohnholz Vice President, Marketing CSM Bakery Products Panelists: Cleve Bellar Vice President, Marketing Sage David Craig SVP, Wholesale Bank Marketing Director SunTrust Bank Alexandra Gobbi Senior Vice President, Corporate Marketing and Communications EarthLink Heather Zynczak Chief Marketing Officer Domo Agenda 11:25am – 11:45am Thought Leadership Spotlight presented by Demandbase “Bridging the Great Divide: Sales & Marketing Alignment” As customers move further through the purchase process on their own, the alignment of sales & marketing is more critical than ever before. Commercial groups that fail to collaborate efficiently are putting their goals at serious risk. Join this session to learn how account-based marketing is breaking down barriers and uniting both teams under one strategy. Peter Isaacson Chief Marketing Officer Demandbase 11:45am – 12:05pm Coffee Break 12:05pm – 12:35pm Fireside Chat Natalie Putnam Vice President, Marketing Ryder System Interviewed by: Lynette Hegeman Vice President, Marketing Berkshire Property Advisors 12:40 – 1:00pm Thought Leadership Spotlight presented by AtTask “B2B Marketing Shouldn’t Mean Boring-to-Boring” Most CMO’s, when they hear B2B marketing, they think….boring!” B2B marketing can and should be as exciting as putting together a super bowl ad. However, the only way this can happen is if you and your team have insight into all the marketing work that is being done. In this presentation, Joe Staples, CMO of AtTask, will talk about how AtTask is helping marketing teams solve their work chaos and unleash their creative genius by providing a single solution for managing all marketing projects, and move from Boring-to-Boring to Brilliant-to-Brilliant. Joe Staples Chief Marketing Officer AtTask Agenda 1:00pm – 2:00pm Lunch 2:00pm – 2:45pm Panel Discussion “Buyer 2.0: The New Customer Dynamic” • • • • Ensuring that the entire organization understands your current customer, as opposed to your customer 5-10 years ago • Spending the time to research and understand your modern customer • Marketing’s role as educator within the organization Addressing generational shifts on the buyer side • How does your modern customer want to engage? • Has your organization built out the channels & capabilities to support these new preferences? What challenges have you encountered? Catering to different generations within the customer base • How to reach the different types of customers successfully • How to educate and empower the sales team to connect with this new, diverse group Establishing the brand as a thought leader • How is your marketing team working to establish the brand’s credibility before the customer interacts with your company directly? Moderator: Holly Maddox Vice President, Global Corporate Marketing Elavon Panelists: Ray Bouley Senior Vice President, Marketing; National Director Jones Lang LaSalle Donya Edler Vice President, Marketing & Communications AMEC Jack Ruane Director, Southeast SDL Kathy Van Pelt Vice President of Strategic Marketing Randstad SourceRight Agenda 2:45pm – 3:00pm Coffee Break 3:00pm – 3:35pm “Delivering Customer Experience” Ashish Bisaria SVP, Customer Experience Manheim 3:40pm – 4:10pm “Understanding and Adapting to the Changing Healthcare Environment – Elekta’s Story” In this session, attendees will learn more about the healthcare landscape in the United States and its impact on cancer care. Attendees will understand both challenges and opportunities arising from this new market dynamic and discover how one commercial organization is adapting to better meet needs of cancer care providers and patients. Kristie Amobi Vice President, Marketing Elekta *Please note this session is off the record. 4:10pm – 4:15pm Argyle Executive Forum Closing Remarks 4:15 – 5:15pm Closing Reception __________________________________________________________________________________ *Please note, the agenda is subject to change. The information, views, and opinions expressed by speakers and other participants at our conferences are those of the individual and do not necessarily reflect the views and opinions of Argyle Executive Forum. Argyle Executive Forum, its directors and officers, do not guarantee that any information provided by a speaker or other participant is accurate or complete and Argyle Executive Forum does not endorse any opinions that may be presented. administrative notes Security Please wear your name badge at all times during the meeting. Please do not leave your personal belongings unattended in the meeting rooms. Argyle Executive Forum will not be responsible for items left in the rooms. Mobile Devices Please do not allow any mobile device to disrupt the meeting while in session. All devices should be on silent mode. Conversation Please use areas outside of the ballroom to converse when the meeting is in session. Smoking Please note that smoking is not permitted in the meeting venue. The content of this program and the attendee list remain the sole property of Argyle Executive Forum and may not be rented, sold, or given to any outside party or used to market or promote any other meeting. Any such unauthorized distribution represents theft of property for which Argyle Executive Forum will pursue any and all appropriate legal remedies. Speaker Materials are available upon request, pending availability. MARKETING WORK CHAOS SOLVED Conquer the chaos of excessive email, redundant status meetings, constant rework, and tedious approval processes with AtTask Marketing Work Management. Unlike other tools, AtTask is a centralized, easy-to-adopt solution for managing and collaborating on all creative work through the entire work lifecycle, which improves productivity, credibility, and client and executive visibility. attask.com/argyleatlanta + 1.866.441.0001 + 44 (0)845 5083771 The distance just got significantly shorter. Focus your marketing activities on your best prospect accounts, so they get the right messages at the right time. Create quality engagements, shorten sales cycles and increase revenues. Learn more at www.demandbase.com. Marketing’s next move. 98 % of the Global Fortune 500 Get Better Results With Oracle oracle.com/goto/industries or call 1.800.ORACLE.1 Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. speaking faculty Introducing Terrie Campbell: Jeff Adee Senior Vice President, B2B List Services Infogroup Jeff Adee is the SVP of the B2B List Services Group. Jeff brings 20 years of experience in the direct marketing industry. He joined Infogroup Targeting Solutions in 2012 and leads B2B list management, list brokerage, business and product development. Jeff’s deep knowledge and expertise of the market place allow him to truly connect with his team and clients in order to deliver optimal integrated marketing solutions. Prior to joining Infogroup Targeting Solutions, Jeff served as SVP of Sales at MARDEV-DM2 and as Sales Director at Reed Business Information. He holds a bachelor’s degree from Northern Illinois University. “Branding from the inside out” Terrie Campbell Vice President, Strategic Marketing Ricoh Terrie Campbell is a veteran of the document and information technology industry with focus on designing solutions that enable customers to have more effective and secure use of critical business information. Currently, Campbell is Vice President, Strategic Marketing for Ricoh Americas Corporation, and is responsible for the strategy, direction and execution for Ricoh’s Managed Document Services approach, as well as key vertical marketing strategies and programs, for both direct and dealer channels. Specifically, she is focused on solutions that address post-recession challenges of today’s working environment. These challenges include: generational workforce behavior, mobile and remote user collaboration, secure data access and shifting corporate dynamics. Campbell is also the Global Lead for the development of tools and processes to ensure consistent execution of Ricoh Managed Document Services around the world. Previously, she served as Vice President, Managed Document Services for Ricoh USA. She was Vice President, Management Services Operations for 10 years at IKON, including a special focus on service delivery and customer satisfaction for IKON’s on-site managed services. In her career with IKON, Campbell was promoted through the organization beginning at the site level in operations, and progressively moving through area management, regional roles and national leadership opportunities. Previously she has spoken at Photizo’sTransform Conference (2012, 2013, invited back for 2014), the SME Marketing Summit, Harvard Dynamic Women in Business Conference, Columbia Women in Business Conference, and Business Imaging Expo. Most recently, Campbell presented at ARMA Live and had the second highest rated session at the conference out of 61 speakers. speaking faculty “Prioritizing and building a business case for your B2B digital customer experience” Justin King Chief Strategist, B2B E-Commerce Oracle Justin King is an eCommerce Evangelist and Strategist with Oracle focusing on the complex world of B2B. “The intersection of Big Data, Internet and the Hardware shift to the Cloud is a fascinating place to be, and I am thrilled to be on the forefront of this exciting new era. The main thing that I try to do well is to transform complex ideas and concepts into simple, understood and easily remembered messages. Wherever possible, I try to tell fascinating stories that relate these complex ideas to real life. The result, I hope, is an engaged audience that can actually remember a point or maybe even two.” Justin is a thought leader, blogger, and speaker with over 15 years of experience in building and implementing eCommerce platforms. *Please note this session is off the record. Introducing “The Evolution of the Modern Marketing Executive” Jason Stewart Vice President, Demand Generation Annuitas Group “Bridging the Great Divide: Sales & Marketing Alignment” Peter Isaacson Chief Marketing Officer Demandbase Peter Isaacson is a proven business leader with over 25 years of marketing experience in job responsibilities ranging from branding and advertising, to corporate communications and product marketing. This includes deep experience in both B2C and B2B marketing and managing large teams across international markets. As Chief Marketing Officer for Demandbase, Peter is responsible for overall marketing strategy and execution, including product, corporate and field marketing. Prior to joining Demandbase, Peter was CMO at Castlight Health, helping to scale the company and build the marketing team prior to their successful IPO. Peter has also held leadership positions at Microstrategy and Adobe, where he led various functions, including brand marketing, WW field marketing, and the WW Education vertical business. Peter got his start in advertising, working at agencies in New York on accounts ranging from Procter & Gamble to Compaq computers. speaking faculty Fireside Chat Natalie Putnam Vice President, Marketing Ryder System Interviewed by: Lynette Hegeman Vice President, Marketing Berkshire Property Advisors “B2B Marketing Shouldn’t Mean Boring-to-Boring” Most CMO’s, when they hear B2B marketing, they think….boring!” Joe Staples Chief Marketing Officer AtTask As Chief Marketing Officer for AtTask, Joe leads a best-in-class marketing organization focused on building the AtTask brand and driving awareness, thought-leadership, and demand generation. Joe brings with him 18 years of deep marketing and leadership experience as a Chief Marketing Officer/ Executive Vice President of Marketing. Prior to AtTask, Joe was the Chief Marketing Officer for Interactive Intelligence, where he increased the company’s brand recognition from 6% to over 75%, while helping to transition them from a software provider, to a SaaS leader. At the time of Joe’s departure in 2013, the company had revenues of over $300 million -- a 600% increase during his tenure. Joe held prior marketing and management positions, all in the tech sector, with Captaris, Novell, and Wicat Systems. Joe knows how to build and execute creative campaigns that get noticed; having developed a number of award-winning brand building campaigns using video, promotional contests, events, PR, and advertising. Additionally, Joe has extensive international experience, having built marketing organizations from scratch in EMEA, APAC and Latin America. He is a frequent presenter at events and has been published in a number of leading business and tech publications. In Joe’s free time, he enjoys spending time with his wife and five children, and is a self-admitted, nonrecovering advertising junkie. He is also a huge baseball fan (go M’s) and enjoys snowmobiling, racquetball and golf. speaking faculty “Delivering Customer Experience” Ashish Bisaria SVP, Customer Experience Manheim Ashish Bisaria, senior vice president of Customer Experience, acts as the “Voice of the Customer,” leading the development and execution of initiatives that enable Manheim to deliver world-class customer experiences. He reports to Janet Barnard, executive vice president and chief operating officer. Bisaria brings 17 years of global customer service experience to Manheim. He most recently served as chief operating officer and executive vice president of client operations for Teleperformance, where he managed 50,000 call center agents for clients in the high-tech, telecom, financial and insurance industries, launched “Voice of Customer” analytics and improved customer satisfaction. Bisaria began his career at KPMG Consulting in customer relationship management, business strategy and process improvement. He also held management roles in customer experience/service, strategy and operations at U.S. Cellular and Sprint. In addition, he served as vice president of customer service operations at Cbeyond, where he led the company’s customer experience vision, strategy, and direction. Bisaria has lived and worked in the United States, India, Singapore, Hong Kong, Australia, the U.K., Brazil and Zimbabwe, and has managed operations in the Philippines, Canada, Mexico, the Caribbean and South Africa, among others. He holds a Bachelor of Science degree from the University of Delhi and a Master of Business Administration degree from the University of Bombay. “Understanding and Adapting to the Changing Healthcare Environment – Elekta’s Story” Kristie Amobi Vice President, Marketing Elekta Kristie Amobi is currently VP of Marketing for Elekta, where she oversees downstream marketing activities for North America supporting Elekta’s oncology and neurosciences portfolios. Elekta is the second largest cancer treatment equipment and software manufacturer in the world, with global headquarters located in Stockholm, Sweden, and regional headquarters in Atlanta, Georgia. She has 15+ years B2B marketing and sales experience in the medical device and software industry. Prior to joining Elekta in 2007, Kristie worked in various B2B in-house and consulting roles, including lifecycle sales, product marketing, marketing communications. Kristie also has a passion for cooking and enjoyed 15 minutes of fame as a contestant on Season 2 of Gordon Ramsey’s Masterchef. She holds an undergraduate degree in Human Biology from Stanford University and a MBA from Azusa Pacific University. *Please note this session is off the record. DEMAND GENERATION STRATEGY BUYER INSIGHT DEVELOPMENT CONTENT ARCHITECTURE EMAIL DELIVER ABILIT Y DEMAND PROCESS BLUEPRINT FIND OUT WHY SO MANY GLOBAL BRANDS LOOK TO ANNUITAS 19FEB201312473229 ANNUITAS | 3399 Peachtree Road, NE, Suite 400, Atlanta, Georgia 30326 | briefi[email protected] WWW.ANNUITAS.COM panels Panel Discussion “The Evolution of the Modern Marketing Executive” Moderator: Michelle Spohnholz Vice President, Marketing CSM Bakery Products Michelle Spohnholz is currently the Vice President, Global Marketing Services for CSM Bakery Solutions, one of the world’s largest bakery providers servicing the retail, in-store bakery, artisan and foodservice industries. She has been a leader for CSM in the delivery of “Solutions that Delight” to their customers since 2010. She oversees cross -functional marketing and culinary teams delivering on market intelligence, brand, digital, product and channel strategies for this nearly 4 billion dollar food enterprise. Prior to joining CSM she was with PepsiCo for eight years with increasing roles of responsibility, where in her last role, she was Vice President, Customer Marketing for National Restaurants. In her tenure there, Michelle directed marketing and agency teams in the areas of new customer acquisition and business development with major customers such as Arby’s, Applebees, Quiznos and Taco Bell via consumer insights, promotions and growth initiatives to drive their beverage and snack businesses. After studying advertising and journalism at the University of Missouri, she began her career in media, and then spent eight years developing integrated brand promotions and programs in account service at Tracy Locke, an Omnicom agency. Michelle is a member of the American Marketing Association and Les Dames d’Escoffier culinary society and has been active in the Women’s Foodservice Forum for 15 years as a member, volunteer and panel speaker. She values creative thinking, transforming insight into inspiration and is passionate about developing the next generation of leaders. These values also come in handy as she and her husband Rich raise their three children, John, Siena and Stelle, in Atlanta, Georgia. panels Panelists: Cleve Bellar Vice President, Marketing Sage Cleve Bellar is a strategic marketing leader with a creatively analytical, human and customer-centric approach to modern marketing. With a 20-year track record developing marketing and business strategies, Cleve is able to leverage experiences in B2C and B2B software environments, from Start-ups to Enterprise, and stops across all major business functions to implement marketing strategies that differentiate and perform. Presently serving as Vice President of Marketing at Sage North America with prior stops at LexisNexis, Computer Associates and MBNA America, his areas of expertise are rooted in technology and his ability to amplify brands through new digital strategies, improved operations and modern demand generation tactics. Sage is a world-leading supplier of accounting and business management software to start-up, small, and midsized businesses with 6 million customers world-wide. At Sage, Cleve leads a team tasked with developing and implementing revenue marketing strategies that will position and promote Sage as the most valuable supporter of small and medium sized companies. Cleve earned a BS in Business Administration from the University of Texas at Dallas and an MBA in New Product and Brand Management from Southern Methodist University. David Craig SVP, Wholesale Bank Marketing Director SunTrust Bank I am a very serious marketer. Just look at my picture. It’s clear I mean business with my dark suit and nonsmiling face. Well, first of all, I work at a bank – we all wear suits. And five skin cancer surgeries killed the nerves on the left side of my face. So, although I’m smiling on the inside, it’s hard to tell on the outside. This works to my advantage, however. When sitting in a room full of bankers, a serious expression makes me appear pensive, determined and strategic. Who would’ve thought those surgeries could have a positive career impact? Right now (at least before my boss reads this), I lead Marketing for the most serious part of SunTrust – the Wholesale Banking segment – which includes Corporate & Investment Banking, Commercial Real Estate, Commercial & Business Banking and Treasury & Payment Solutions. I lead an extremely talented team of marketers that develop strategic plans to drive Wholesale’s growth. The good news is that we, as a business, are winning. The great news is that we, as a Marketing Team, add increasing value to help the business win even more. panels Alexandra Gobbi Senior Vice President, Corporate Marketing and Communications EarthLink Alexandra joined EarthLink in April 2014 as SVP, Corporate Marketing & Communications. Prior to EarthLink, Alexandra was VP, Human Resources, Marketing & Communications with PRGX Global Inc. Alexandra also held positions with Hewlett Packard as Director of Global Market Intelligence and with A.T. Kearney both as a management consultant and later as a Global Director of Planning and Executive Operations. Alexandra began her career as an Account Executive with BBDO advertising. A native Belgian, Alexandra speaks five languages. She completed her undergraduate education in Brussels and received an MBA from UCLA. Heather Zynczak Chief Marketing Officer Domo Heather Deason Zynczak has focused her 20-year career on bringing value to business through technology. A champion for data-driven marketing, she has held executive marketing and product management positions at some of the world’s largest enterprise technology companies. Heather spent six years at SAP where she was responsible for marketing SAP’s business suite of products, representing more than $3 billion in annual revenue. For five years, she served at Oracle as senior director of product strategy, setting the direction for more than 30 high-revenue products. Heather also led product marketing at two Silicon Valley startups and was a business consultant for Accenture, The Boston Consulting Group and Booz Allen Hamilton. panels Panel Discussion “Buyer 2.0: The New Customer Dynamic” Moderator: Holly Maddox Vice President, Global Corporate Marketing Elavon Holly Maddox is Vice President of Corporate Communications for Elavon’s Global Payment Systems organization. She is a highly experienced, payments-focused business marketing strategist with over 15 years of proven results in corporate communications, crisis communications, branding, marketing, advertising, public relations and trade show/event management. At Elavon, Ms. Maddox is responsible for all corporate communication functions, including Public Relations, Executive Engagement, Internal Communications and Brand Identity. Ms. Maddox joined Elavon in 2008 as the Senior Director of Global Communications & Public Relations, responsible for positioning Elavon as a multi-national industry leader through strategic public relations and outreach. In addition, she expanded web presence from a single site to a global enterprise, managing over 40 micro sites to drive sales and create desired customer and partner behaviors. She also managed a cross-functional, diverse team of 40+ employees to deliver core values adoption for the company’s month-long 20th anniversary celebration, and launched the company’s first global Intranet. Prior to joining Elavon, Ms. Maddox owned a marketing consulting company, Packaged PR, Inc., that managed marketing communications, advertising and public relations planning, strategy and tactical delivery for a variety of business clients. Formerly, she headed public relations and marketing for the Arthritis Foundation, Georgia Chapter, and led award-winning account teams in healthcare and healthcare IT at two leading Atlanta PR firms – Cohn & Wolfe and Manning, Selvage & Lee. Ms. Maddox attended the University of Georgia and is active with United Way and Habitat for Humanity. panels Panelists: Ray Bouley Senior Vice President, Marketing; National Director Jones Lang LaSalle Mr. Bouléy oversees the development and expansion of marketing services for JLL. He brings a vast background of brand and marketing knowledge from his 30+ years of owning and managing communications and marketing organizations. Mr. Bouléy has extensive experience in both B-to-B and B-to-C marketing working with a wide variety of Fortune 500s. Experience As a business owner with over 30 years brand and marketing experience, Ray Bouléy, has led and supported the growth of companies by developing a seamlessly integrated model of smart business planning, strategic communications and brand driven sales. He brings to JLL the ability to engineer and manage multi-million dollar, vertically integrated marketing, advertising and brand development campaigns that carefully articulate all points of brand differentiation. Bouléy’s vision, fine tuned over his years as an entrepreneur, marketer, design professional and photographer, has led him to create a “thinking beyond the expected” mindset. He has developed a marketing process that seamlessly integrates the disciplines of Discovery, Brand Definition, Ideation, Planning, Execution and Re-evaluation. The communication strategies that develop, offer all parties the greatest value in their partnered efforts. Bouléy’s savvy business sense and artist’s eye give him a unique edge as a marketing professional when creating solutions as he takes into account every facet of a company from operations to communications. Affiliations and awards He has led efforts that have been recognized with numerous national and international awards. Bouléy was recognized as one of Atlanta’s Top 50 Entrepreneurs. In his time at JLL he has won the prestigious Catalyst and Director’s Choice Awards for leadership. In addition to excellence in business practices, Bouléy has always created a spirit of community service. Recipients have included the Adopt-A-Grandparent program, Aid Atlanta, One Box at a Time, Kipp Ways, The Bridge, Chastain Horse Park, North Metro Angels and Rainbow. His interests include ultra-endurance cycling, fine art and travelling. panels Donya Edler Vice President, Marketing & Communications AMEC Donya Edler is Vice President of Marketing and Communications for AMEC’s Power & Process Americas business. She leads the marketing, corporate communications and business development initiatives for the group’s regional locations in the US, Canada and Chile. AMEC is a global supplier of consulting, engineering, and project management services with revenues over $6.2 billion. The company is based in the UK with regional headquarters in Atlanta. With 20+ years’ experience in the design/construction services industry, Donya has successfully led teams and delivered results in branding, advertising, crisis management, acquisition integration, and human resources programs on a national and global scale. Donya earned a Bachelor’s degree in Journalism from the University of Georgia and an MBA in Marketing from the University of Wisconsin, Madison. She’s also a graduate of Leadership Cobb and Leadership Atlanta. She’s a native of Atlanta, an active volunteer in the community and a devoted runner. Jack Ruane Director, Southeast SDL Jack Ruane is an expert in enterprise software with a focus on customer experience management and eCommerce. Jackís focus at SDL is helping clients develop engaging content strategies that will result in contextually relevant experiences for customers throughout the customer journey. Jack joined SDL in 2013 having previously worked for leading companies HP Autonomy, SAS, and Oracle. Kathy Van Pelt Vice President of Strategic Marketing Randstad SourceRight Kathy Van Pelt is Vice President, Strategic Marketing for Randstad Technologies, US. Kathy is consistently recognized for having a deep understanding of market trends, the evolving needs of the buyer and for developing innovative marketing programs to drive sales. Kathy has an extensive background in all areas of B2B marketing including: strategy, thought leadership, case study development, social media, public relations, personnel and budget management, industry events, and competitive analysis. Prior to coming to Randstad in 2011, she served in a variety of executive marketing roles in the healthcare, financial services and retails industries. . Kathy graduated from the University of North Carolina at Chapel Hill. Great marketing is great storytelling. Content Marketing Simplified. Know every customer. Own every experience. Put your website at the center of your Digital Marketing Strategy. // sitecore.net Don’t just say something, Be something The best B2B organizations embrace brand as a bigger idea — one that extends beyond traditional advertising and communications — to create differentiated customer experiences and lasting, trusted relationships. At Lippincott, we partner with some of the world’s best B2B brands, such as 3M, Caterpillar, ITT, Johnston Controls, Stanley, and Vale, to shape their brands for the future and design experiences that inspire both customers and employees. Let’s see what’s possible together. Visit lippincott.com Brand Strategy • Design and Expression • Experience Innovation • Organizational Engagement partners Thought Leadership Spotlight Partners AtTask is a cloud-based Marketing Work Management solution that helps marketing departments, in-house creative teams, and agencies conquer the chaos of excessive email, redundant status meetings, constant rework, and tedious approval processes. Unlike other tools, AtTask Marketing Work Cloud is a centralized, easy-to-adopt solution for managing and collaborating on all creative work through the entire work lifecycle, which improves team productivity, credibility, and executive visibility. AtTask is trusted by thousands of in-house teams and agencies, like Adobe, Cisco, HBO, House of Blues, Momentum, SapientNitro, Schneider Electric, RAPP, Covario, Electrolux, Tommy Hilfiger, ATB Financial, and more. Demandbase is the first targeting and personalization platform for B2B, transforming the effectiveness of marketing programs and marketing’s ability to impact revenue. While personalization tools have long existed for B2C, until now, none were geared specifically to enable B2B marketers to make online interactions more effective, delivering the right message at the right time. Without the use of cookies, Demandbase’s patented identification technology bridges the gap between known and anonymous web visitors by identifying and segmenting the companies visiting a website, and providing detailed, targetable business attributes in real-time. Demandbase integrates with other sales and marketing technologies to deliver unique intelligence about web visitors, and better attract, convert and retain the right customers. Enterprise leaders and high-growth companies alike use Demandbase to drive better marketing performance. http://www.demandbase.com Oracle Corporation (NASDAQ: ORCL) is the world’s largest business software company. For more than 30 years, Oracle has helped customers get up-to-date and accurate information from their business systems—information used to collaborate, grow their business, measure outcomes, and report results with confidence. Since launching the world’s first commercial relational database in 1977, Oracle has led through continuous innovation and a relentless focus on customer success, providing reliable, secure, and integrated technologies that help customers access the knowledge they need to respond to market conditions with speed and agility. Today Oracle provides database, middleware, and collaboration products; enterprise business applications; application development tools; and professional services for businesses and organizations worldwide. For more information, visit oracle.com. partners Panel Partners Domo is a cloud-based executive management platform that is redefining the business intelligence (BI) market and transforming the way business is managed. Domo gives users direct, real-time access to all the business information they care about, all in one place. Domo solves universal pain points felt by CEOs, other managers and IT organizations for whom traditional BI reporting is often too cumbersome, too complex and too slow. The company was started by co-founder and longtime CEO of web analytics powerhouse, Josh James. With $63 million in funding, Domo is backed by an all-star list of angels and investors including Benchmark Capital, IVP, Andreessen Horowitz, Ron Conway and David Lee of SV Angel, Hummer Winblad, plus the who’s who of SaaS and Internet technology. Domo’s founding team consists of some of the most sought after talent in the industry with experience that includes Amazon, AmericanExpress, Ancestry.com, eBay, Endeca, Facebook, Google, LinkedIn, MLB.com, Omniture, salesforce.com and SAP. SDL (LSE: SDL) empowers companies to optimize customer experience across the entire buyer journey. Its technology and services enable organizations to access data-driven insights to understand what customers want and orchestrate timely, relevant communication with those customers so the experience is engaging across every device, channel and language. That’s why 72 of the top 100 global brands rely on SDL. SDL technology solutions for customer experience management include social listening to gain actionable social intelligence to drive real-time business decisions; customer analytics to power data-driven marketing decisions; integrated campaigns for multi-channel, multi-segment global marketing initiatives; content authoring and management for engaging online documentation and communication; real-time targeting and personalization that turns browsers into buyers; web content and experience management to manage every online interaction, and translation solutions for every language need. These solutions work individually or in combination to manage the diverse customer experience needs of every business to help drive growth, brand consistency and global revenues. Today, SDL powers marketing campaigns for over 400 global brands, predicts outcomes of elections and sales launches, drives $14B in online revenue annually, translates 7B words each month, and reduces content creation and publishing by an average of 40% With over 1,500 enterprise customers, 400 partners and a global infrastructure of 70 offices in 38 countries, SDL is has the track record to help optimize the future of your customer experience. For more information, please visit http://www.sdl.com. partners Session Introduction Partners ANNUITAS is a B2B Demand Strategy firm designed to help enterprise organizations Transform Demand GenerationSM. We are a team of passionate B2B marketers, technologists and strategists that thrive on helping clients drive more revenue through an integrated and holistic Demand Generation Strategy, encompassing core components to deliver perpetual revenue. ANNUITAS clients span the globe including top manufacturing, technology, media and financial services organizations. We work with our clients just as we work with our team, to build a strategic plan seeking input and feedback throughout the process. Great strategy does not happen without shared insights and a team environment. ANNUITAS delivers both. If you’d like to learn more about how ANNUITAS can help your company transform Demand Generation, email us at [email protected] or call us at 404-751-5131. Infogroup Targeting Solutions (ITS) provides innovative, data-driven sales and multichannel marketing solutions. As the leader in data-driven results, we help companies engage and connect with millions of consumers and businesses on a daily basis, driving intelligent customer interactions and achieving superior results that make a tangible impact on revenue. We understand that every business has unique challenges to overcome. Our goal is to enable businesses to target the right customers with the right message by providing business and consumer insights and delivering a complete, tailored solution that streamlines marketing, sales and operations. partners Senior Supporter Partners Medallia builds customer feedback technology that drives action. Our solution integrates every feedback channel—from surveys to call center to social media—in one coordinated reporting platform. It automatically translates the volume and chaos of feedback into clear, prescriptive action. All members of your organization can log in and see feedback specific to their performance; they know when they are accountable for taking steps to increase customer loyalty and drive profit. As the feedback landscape changes, we’re helping companies embrace a shift to mobile and social, with continued emphasis on action. We optimize surveys for mobile devices and provide a native app to report all feedback to your people via their smartphones. Similarly, we can help you tie social feedback to individual locations and departments, driving accountability and responses that strengthen your public reputation. Patented analytics identify patterns in data in seconds and help inform product and service priorities. Native text analytics breaks down millions of open text responses in seconds to identify emerging themes and their sources. And whenever there’s an issue, our solution sends an alert to the right person in your organization—in real time—so he or she can take immediate action. Medallia has been transforming feedback into business results since 2001. We have established an unparalleled track record. Clients include the world’s largest and most respected brands spanning retail, hospitality, financial services, insurance, technology, and telecommunications. Medallia is headquartered in Silicon Valley, California, with offices in New York, Boston, London, Oslo, and Buenos Aires. NewsCred is the leading content marketing platform. Pairing cutting-edge software with world-class content, we transform brands into storytellers. NewsCred’s Content Marketing Cloud© provides the easiest end-to-end solution for content planning, creation, publishing and analytics. In one place, brands gain unprecedented access to the world’s largest content marketplace, including licensed content from over 4,000 publishers and original content from our award-winning journalist network. Through NewsCred, global brands like Pepsi, P&G, Dell, General Electric and AIG have seen explosive growth in social sharing, engagement and lead generation. Founded in 2008 by Shafqat Islam, Iraj Islam and Asif Rahman, NewsCred has offices in New York, London and Dhaka and is backed by FirstMark Capital, Mayfield Fund, IA Ventures, Greycroft Partners and others. Learn more at newscred.com and follow us on Twitter @newscred partners Senior Supporter Partners Sitecore is the global leader in customer experience management software that lets marketers own the experience of every customer or prospect that engages with their brand. The company delivers highly relevant content and personalized digital experiences that delight audiences, build loyalty and drive revenue. Sitecore’s experience platform is deeply connected, delivering one connected experience across both on and off-line channels, empowering brands to easily engage in seamless conversations with their audiences when and where they want, in real time. The platform is incredibly easy to use, combining bestin-class web content management with marketing automation, email marketing, social media, e-commerce, optimization, and analytics into a single, unified platform. Sitecore captures every minute interaction – and intention – that customers and prospects have with a brand, both on a website and across other digital channels. And because the platform is deeply connected, marketers get this intelligence immediately, and can easily act on it in real-time, within the same session. More than 3,500 of the world’s leading brands – including American Express, Carnival Cruise Lines, easyJet, and Heineken – trust Sitecore to help them deliver the meaningful interactions that win customers for life. Sitecore is the global leader in customer experience management software that lets marketers own the experience of every customer or prospect that engages with their brand. The company delivers highly relevant content and personalized digital experiences that delight audiences, build loyalty and drive revenue. Sitecore’s experience platform is deeply connected, delivering one connected experience across both on and off-line channels, empowering brands to easily engage in seamless conversations with their audiences when and where they want, in real time. The platform is incredibly easy to use, combining bestin-class web content management with marketing automation, email marketing, social media, e-commerce, optimization, and analytics into a single, unified platform. Sitecore captures every minute interaction – and intention – that customers and prospects have with a brand, both on a website and across other digital channels. And because the platform is deeply connected, marketers get this intelligence immediately, and can easily act on it in real-time, within the same session. More than 3,500 of the world’s leading brands – including American Express, Carnival Cruise Lines, easyJet, and Heineken – trust Sitecore to help them deliver the meaningful interactions that win customers for life. partners Supporter Partners Bulldog Solutions™ is a marketing technology company that inspires B2B marketers with enterprise software and vivid marketing experiences. We believe in the science of marketing and our mission is to empower clients to take a disciplined, disruptive and data-oriented approach to their business. We call it Marketing in HD. Bulldog Gameplan™ is a SaaS-based marketing application that delivers the best possible marketing plan through full-funnel demand modeling, collaborative calendaring, marketing-mix optimization, and dynamic reporting of marketing’s impact on business results. Gameplan™ is the only solution that provides the proven ability to predict revenue results against marketing tactics, while also providing marketing leaders with real-time analysis against plan. For more information in Bulldog Solutions and Bulldog Gameplan™ software, go to: www.bulldogsolutions.com Lippincott is a leading global branding firm. Our passion is to create, build and grow iconic brands that inspire customers and employees and deliver lasting results for our clients. Our approach is equal parts strategic thinking and creative excellence. It encompasses deep, integrated capabilities in Brand Strategy, Design and Expression, Experience Innovation and Organizational Engagement. An industry pioneer for over 70 years, we are restless in our commitment to our clients and to uncovering new possibilities to help shape their brands for the future. Recent clients include 3M, Delta Air Lines, Hyatt, Infiniti, Samsung, Starbucks and Walmart. Lippincott is part of Oliver Wyman, a global professional services organization owned by Marsh & McLennan Companies. Upcoming Events November 5, 2014 2014 Customer Care Leadership Forum: Fall Event (New York) New York, NY Perspectives by: • Dawn Melesko, Director of Social Media, Customers Bank • Carolyn Muise, Vice President Total Customer Experience, EMC • Mr Jim Feeze, Senior Vice President and Chief Marketing Officer, Aspect • Lee Valentini, Senior Assistant Vice President, Service Center Operations, Amica Mutual Insurance • Deborah Wenger, COO, JABRA • Phil Coady, Sales Executive, Clarabridge • Christine Gagnon, First Vice President - Head of Corporate Customer Experience, OneWest Bank • Trent Miller, Director, Consulting for Customer Experience Management, Performance Technology Partner • Brace Rennels, Vice President Community Strategy, EMC • Brian Curran, Vice President of Customer Experience Strategy and Design, Oracle • Suzanne Ronner, Vice President, Customer Service, EmblemHealth • Rosetta Lue, Chief Customer Service Officer & 311 Contact Center Operations Director, City of Philadelphia • Dave Dobrosky, Senior Vice President, Customer Contact Centres, Scotiabank November 5, 2014 2014 Customer Care Leadership Breakfast: Driving Digital Adoption and Happier Customers at a Lower Cost (New York) New York, NY Perspectives by: • Dave Dobrosky, Senior Vice President, Customer Contact Centres, Scotiabank • Carolyn Muise, Vice President Total Customer Experience, EMC • Rosetta Lue, Chief Customer Service Officer & 311 Contact Center Operations Director, City of Philadelphia • Suzanne Ronner, Vice President, Customer Service, EmblemHealth • Amir Shub, VP, Head of Business Transformation, LivePerson November 5, 2014 2014 HR Virtual Event: The Cost of Disengagement to Your Company (Virtual Event) Virtual Perspectives by: • Eric Severson, Senior Vice President Global Talent Solutions, The Gap • Ginger Gregory, Chief Human Resources Officer, Shire Pharmaceuticals • Alan Momeyer, vice president/chro, Loews • Mike Dallas, Senior Vice President, Human Resources Global Operations, HP Upcoming Events November 6, 2014 2014 Chief Marketing Officer Leadership Forum: Fall Event (San Francisco) San Francisco, CA Perspectives by: • Robert Chatwani, Head of Internet Marketing, eBay • Kirstin Falk, Managing Director, Marketing Innovation, Charles Schwab • Julian Aldridge, VP, Brand Evangelism and Activation, Charles Schwab • Ivan Wicksteed, Global Chief Marketing Officer, Old Navy • Arthur Smith, EVP, Chief Marketing Officer, Union Bank • Annie Flaig, Vice President, Americas Marketing & Sales, Hitachi • Kyle Lacy, Director, Global Content & Research, ExactTarget • Scott Eagle, Chief Marketing Officer, Conversant • Sejal Sura, Director, Global Consulting, Fractal Analytics • Marilyn Mersereau, SVP & CMO, Plantronics • Laura Miele, Senior Vice President of Global Marketing, Electronic Arts • Kristin Hersant, VP of Marketing, Livefyre • Rahim Fazal, Senior Director, Product Management Strategy, Oracle Social Cloud, Oracle • David Somo, VP, Corporate Strategy & Marketing, ON Semiconductor Corp. • Melissa Felder, Chief Marketing Officer, California Academy of Sciences • John Loken, Executive Vice President Marketing, Ticketmaster • Matt Voda, Chief Marketing Officer, Optimine • Nancy Rehkopf, Head of International Marketing and Communications, Wells Fargo • Narayan Iyengar, Vice President, Ecommerce and Digital Analytics, The Walt Disney Company • Helen Vaid, VP Customer Experience, Walmart.com, Wal-Mart Stores • Jon Vein, CEO, MarketShare • Francesca Schuler, Chief Marketing Officer, BevMo! • David Williams, Chairman and Chief Executive Officer, Merkle November 6, 2014 2014 Chief Financial Officer Leadership Forum: Fall Event (New York) New York, NY Perspectives by: • Phillip Barnett, Chief Financial Officer, Senior Vice President and Treasurer, PECO Energy Company • Amir Rosenthal, Chief Financial Officer, Bauer Performance Sports • Scott Broomfield, Chief Marketing Officer, Xactly Corp • Jeff Postma, Principal, A.T. Kearney • Eric Spiel, Executive Vice President & Chief Financial Officer, Henry Modell & Company • James Marshall, Principal, Deals Practice, PricewaterhouseCoopers • Dave Kellogg, CEO, Host Analytics • Gregory Hinckley, President, Chief Financial Officer and Director, Mentor Graphics • Gary Crowe, Senior Vice President & Chief Financial Officer, Ricoh • Hugh Boston, Vice President, Corporate Finance and Corporate Development, Interpublic Group • Ingo Bank, Chief Financial Officer and Senior Vice President, PAREXEL International • Bob Lurie, Chief Financial Officer and Executive Vice President, New York Power Authority • Jennifer Toomey, Senior Director, Product Marketing, Oracle • Drew Hofler, Director, Solutions Marketing, SAP • Marybeth Tita, Senior Vice President, Corporate Finance, Healthfirst Upcoming Events November 13, 2014 2014 Human Capital Leadership Forum: Fall Event (San Francisco) San Francisco, CA Perspectives by: • Debra McCowan, CHRO, Equinix • Marissa Andrada, Senior Vice President, Global Partner (Human) Resources, Starbucks Coffee Company • Michael Cox, Vice President, Human Resources and Talent Acquisition, Wal-Mart Stores • Hope Gurion, Chief Product Officer, CareerBuilder • Mindy Geisser, Chief People Officer, Colliers • Betsy Sutter, Senior Vice President of Human Resources, VMware • Kathleen Weslock, Former Senior Vice President and Chief Human Resources Officer, Cisco Systems • Belinda Hyde, SVP & Chief Human Resource Officer, Schnitzer Steel Industries • Jan Becker, SVP HR & Corporate Real Estate, Autodesk • Oliver Yates, RVP of Sales, Infor • Jeff Haynes, Business Transformation Practice Leader, Oracle • Dimitri Boylan, Chief Executive Officer, Avature • Annemieke Van Der Werff, Chief Human Resources Officer, Union Bank • Darryl Robinson, EVP and CHRO, Dignity Health • InaMarie Johnson, Chief Human Resources Officer and Senior Vice President, UTi Worldwide November 13, 2014 2014 Human Capital Leadership Breakfast: Spotlight on Creating a Learning-Driven Culture (San Francisco) San Francisco, CA Perspectives by: • Mia Brice, Vice President of Education, Sephora USA • Michael Cox, Vice President, Human Resources and Talent Acquisition, Wal-Mart Stores • InaMarie Johnson, Chief Human Resources Officer and Senior Vice President, UTi Worldwide • Annemieke Van Der Werff, Chief Human Resources Officer, Union Bank • Amber Kennelly, Vice President, Human Resources, Allstate Corporation Upcoming Events November 18, 2014 2014 Chief Financial Officer Leadership Forum (Chicago) Chicago, IL Perspectives by: • Thomas Werner, Chief Financial Officer and Senior Vice President of Finance, Hospira • Steve Graham, Senior Vice President, Chief Accounting Officer, Wendy’s • Ethan Baumfeld, Vice President & Regulatory Counsel, Health Care Service Corporation • Mike Smiley, Chief Financial Officer, Zebra Technologies • Ernest Fiorante, CFO, Americas Region, Jones Lang LaSalle • Keith Witek, Corporate Vice President Strategy and Corporate Development, Advanced Micro Devices • Shahid Khwaja, Vice President, Corporate Audit & Enterprise Risk Management, The Hillshire Brands Company • Drew Hofler, Director, Solutions Marketing, SAP • Ian Charles, Chief Financial Officer, Host Analytics • Mitch Helfand, Vice President Finance, Blue Cross & Blue Shield Association • Gerald Adolph, Senior Vice President, Strategy, PricewaterhouseCoopers • Drew Hofler, Director, Solutions Marketing, SAP • Keith Kravcik, Chief Financial Officer, Ovation Brands • Mark Newman, Chief Financial Officer, SunCoke Energy • Michael Zonsius, Chief Financial Officer- Chicago Department of Aviation, City of Chicago • Jeff Henley, Vice Chairman, Oracle • Ben Pierce, Central Regional Director, Tidemark Systems • Mark Nittler, VP Application Strategy, Workday • Keith Mattioli, Principal, Management Consulting, KPMG • David White, Senior Vice President, Chief Financial Officer and Treasurer, Choice Hotels International November 19, 2014 2014 Chief Information Security Officer (CISO) Leadership Forum (Chicago) Chicago, IL Perspectives by: • Colin Boyd, CIO, Johnson Controls • John Johnson, Global Security Strategist, Deere • Rich Campagna, VP Products, Bitglass • Ryan Gallagher, Sr. Director, Inside Sales, Accellion • Barry Caplin, Chief Information Security Officer, Fairview Health Services • Michael McNeil, Global Product Security & Services Officer, Philips Healthcare • John Cash, Sales Director, BlackBerry • Shad Roberts, CISO, Global Risk and Compliance, Chief Privacy Official, United States Army • Chris Sutherland, U.S. Chief Information Security Officer, BMO Financial Group • Michael Zachman, Chief Information Security Officer, Caterpillar • Naresh Persaud, Sr. Director of Security Product Marketing & Market Development, Oracle • Waqas Akkawi, Chief Information Security Officer, SIRVA • Derek Milroy, IS Security Architect, U.S. Cellular Corporation • Edward Marchewka, Head of Information Security, Chicago Public Schools • Richard Rushing, Chief Information Security Officer, Motorola Mobility • James MacLennan, Chief Information Officer, IDEX Corp. • Greg Bee, Chief Information Security Officer, Country Insurance & Financial Services • Nathan Smolenski, Chief Information Security Officer, Zurich North America • Adam Rice, Chief Information Security Officer, Alliant Techsystems Upcoming Events November 20, 2014 2014 Customer Care Leadership Forum (Atlanta) Atlanta, GA Perspectives by: • Trent Miller, Director, Consulting for Customer Experience Management, Performance Technology Partner • Eric Neal, Regional VP for Oracle Knowledge, Oracle • Ashish Bisaria, SVP, Customer Experience, Manheim • Ken Fine, Chief Customer Officer, Medallia • Pat Quenan, SVP, Global Customer Service, Aon Hewitt Corporation • Sid Banerjee, CEO/Co-Founder, Clarabridge • David Gustafson, Executive Vice President of Products and Marketing, Mattersight • Les Harrell, Vice President - Business Customer Service, Windstream • Stacy Pugh, Chief Customer Care Officer, Coca-Cola • Vince Jackson, Vice President, Customer Service Operations, Humana • Vicky Rey, Vice President Guest Services, Carnival Cruise Lines • Matthew McConnell, CEO, Intradiem • Serge Hyppolite, Vice President, Aspect • Jim Hightower, SVP, Customer Service, First Tennessee Bank • Tim Genovese, VP, Guest Experience & Brand Consistency, IHG InterContinental Hotels Group • Tom Cotney, Chief Executive Officer, mBlox November 20, 2014 2014 Customer Care Leadership Breakfast: Driving Digital Adoption and Happier Customers at a Lower Cost (Atlanta) Atlanta, GA Perspectives by: • Amir Shub, VP, Head of Business Transformation, LivePerson November 20, 2014 2014 Human Capital Leadership Forum (Dallas) Dallas, TX Perspectives by: • Paula Larson, Chief Human Resources Officer and Executive Vice President, Newell Rubbermaid • Carmen Darville, Chief of Human Capital Management, Dallas Independent School District • Giancarlo Davila, Global HCM Strategic Advisor - HR Line of Business, SAP • Thomas Dallam, VP of Human Resources, Dallas/Fort Worth International Airport • Michael Roane, SVP Chief HR Officer, J.E. Dunn Construction Group • Steve Bamberger, Chief Revenue Officer, Visier • Sandi Karrmann, SVP, Chief Human Resources Officer, United Surgical Partners • Russell Goin, Vice President – International and Corporate Human Resources, Rent-A-Center • Donna Howard, Chief Human Resources Officer, Sonic Healthcare Usa • Sally Vardy, Executive Vice President, Human Resources, Transfield Services • Tony Bridwell, Chief People Officer, Brinker International • Marty Kunz, VP, Human Resources, C & J Energy Services • Whitney Shelley, Vice President and Chief Human Resources Officer, Denbury Resources • Christine Mellon, VP HCM Transformation, Oracle • Katherine Black, Vice President Human Resources, Tennessee Valley Authority Upcoming Events November 20, 2014 What Matters Most at Work: Communicating with Employees to Improve Retention Dallas, TX Perspectives by: • Giancarlo Davila, Global HCM Strategic Advisor - HR Line of Business, SAP December 3, 2014 2014 CFO Leadership Forum Think Tank (Atlanta) Atlanta, GA Perspectives by: • Kerstin Valdes, Divisional CFO - Retail, Georgia-Pacific Corporation • Drew Hofler, Director, Solutions Marketing, SAP • June Howard, Senior Vice President, Chief Accounting Officer, Aflac • Hong Dinh, Global Controller, GE Power & Water • Charlie Brown, Chief Financial Officer, Oldcastle • Xia Liu, SVP Finance and Treasurer, Southern Company December 3, 2014 2014 Leadership in Digital Marketing (Boston) Boston, MA Perspectives by: • Amber Stepper, Vice President, Marketing & Advertising, National Amusements • Kristin Kelley, Chief Marketing Officer, Randstad • Jill Maher, Vice President, Digital Marketing, Fidelity Investments • Hannah Grove, EVP & Chief Marketing Officer, State Street Corporation • Wes Nichols, CEO, MarketShare • Howard Beader, Vice President Product Marketing, SDL • Victor Lee, Vice President Digital Marketing, Hasbro • Hester Tinti-Kane, Vice President, Marketing and Social Media Strategy, Pearson • Scott Lux, Chief Marketing Officer, Charitybuzz • Delia Vallejo, Head of eCommerce & Digital, Green Mountain Coffee Roasters • Dee Hadley, Chief Marketing Officer, Uno Restaurant December 3, 2014 2014 Chief Marketing Officer Leadership Breakfast: Spotlight on Content Marketing (Boston) Boston, MA Perspectives by: • Michael Brenner, Head of Strategy, NewsCred Upcoming Events December 4, 2014 2014 Customer Care Leadership Forum (San Francisco) San Francisco, CA Perspectives by: • Jim Davis, Vice President Airports & Guest Services, Virgin America • Trent Miller, Director, Consulting for Customer Experience Management, Performance Technology Partner • Lynn Holmgren, Head of Global Customer Operations, Millicom International Cellular • David Bradshaw, Vice President, Banking Operations, ING DIRECT Canada • My Nguyen, Vice President, Customer Loyalty & Quality, SunEdison • David Gustafson, Executive Vice President of Products and Marketing, Mattersight • Adrian Paull, VP Customer and Product Support, Honeywell • Patrick Strieck, Head of Sales and Service, US Contact Centers, BMO Financial Group • Phil Coady, Sales Executive, Clarabridge December 4, 2014 2014 Customer Care Leadership Breakfast: Driving Digital Adoption and Happier Customers at a Lower Cost (San Francisco) San Francisco, CA Perspectives by: • Amir Shub, VP, Head of Business Transformation, LivePerson December 4, 2014 2014 Leadership in Utilities: Spotlight on Business Transformation Think Tank (New York) New York, NY Perspectives by: • Chris Franklin, Executive Vice President & Chief Operating Officer of Regulated Operations, Aqua America • Mike Carlson, President, eMeter Corporation December 9, 2014 2014 Chief Marketing Officer Leadership Forum (Dallas) Dallas, TX Perspectives by: • Mona Charif, VP, Marketing, Dell • Colette LaForce, SVP & Chief Marketing Officer, Advanced Micro Devices • Ajit Sivadasan, Global Vice President & GM, eCommerce, Web, Sales & Marketing, Lenovo • John Arcidiacono, Chief Marketing Officer, Stewart Title Guaranty Co • Gary Griffin, SVP, Database Marketing, Bank of America • Eileen Rivera, Vice President, Global Marketing and Communications, Harris Corporation • Jakki Geiger, Senior Director, MDM Solutions Marketing, Informatica • James Meredith, VP, Marketing & Communications, Cinemark • Laura Sandall, Vice President, Events Marketing, Partnerships and Publicity, J.C. Penney Company • Chip Burgard, Senior Vice President, Marketing, CitiMortgage • Joanne Moretti, Senior Vice President, Marketing & Sales Enablement, Jabil Circuit • Chris Berg, Vice President of Store Operations, Home Depot Upcoming Events December 10, 2014 2014 Chief Information Officer Leadership Forum (New York) New York, NY Perspectives by: • Huw Rees, VP, Business Development, 8x8 • Andrea Simone, SVP and CIO, NBTY • Jerri Bland, Associate Vice President and Deputy Chief Information Officer, Columbia University • Nathan Boylan, Head of IT Operations, Lord Abbett & Company • Andrew Mussalli, Vice President, Technology Strategic Sourcing, Bank of Tokyo-Mitsubishi • David Hahn, Chief Information Security Officer, Hearst Corporation • Robert Stroud, AVP Sales Northeast & Canada, Commvault • Larry Bonfante, Chief Information Officer, United States Tennis Association • John Landy, Chief Technology Officer, DataPipe • Joseph Santamaria, Chief Information Officer and Vice President of Information Technology, PSEG • Ray Hawkins, CISO, Genesis HealthCare Corp • Rajat Wadhwani, Senior Vice President, Technology Executive, Bank of America • Gopal Subramanian, Senior Vice President, Technology Executive, Fidelity Investments December 10, 2014 2014 CMO Virtual Event: Driving Exceptional Customer Engagement Virtual Perspectives by: • Chandar Pattabhiram, Vice President, Product & Corporate Marketing, Marketo December 16, 2014 2014 Chief Information Officer Leadership Forum (Atlanta) Atlanta, GA Perspectives by: • Michael Thompson, Vice President of Business Intelligence and Data Architecture, Children’s Healthcare of Atlanta • Tony Tardugno, Chief Information Officer and Senior Vice President, AvMed • Nick Coussoule, Senior Vice President & Chief Information Officer, BlueCross BlueShield of Tennessee • Nicole Keaton, Senior Vice President, Access and Identity Management, SunTrust Bank • Irie Jenkins, Chief Information Officer, Travelport Limited • Elimu Kajunju, Chief Privacy Officer & Senior Compliance Director, UnitedHealth • Michael Brooks, VP and CIO, CVR Energy • Curtis Carver, Vice Chancellor and Chief Information Officer, University System of Georgia • Edward Marx, Chief Information Officer and Senior Vice President, Texas Health Resources • Bob Toupin, CIO, VP of IT, Bluelinx Holdings • Krish Mani, CIO, Jeld-Wen Upcoming Events January 22, 2015 2015 Leadership in Corporate Divestitures and Acquisitions (New York) New York, NY Perspectives by: • Larry Port, Senior Vice President of Corporate Development, Assurant Solutions • Mark Mlotek, EVP, Chief Strategic Officer, Director, Henry Schein • Gautam Chandra, VP, Strategy, Business Development, BPO & Non-Utility Operations, Washington Gas • Hyman Buchwald, Vice President, Corporate Development, Xylem • Tony Torre, Head of Corporate Development and Mergers & Acquisitions, Prudential • Daniel Raskas, SVP Corporate Development, Danaher Corporation • Daniel Cohen, Vice President Corporate Development, Catalent Pharma Solutions • Mary Thistle, Senior Vice President of Business Development, Cubist Pharmaceuticals • John Paffenbarger, Corporate Development Director, Constellation Energy Group • Bob Mack, Vice President, Business Development, Ingersoll-Rand January 27, 2015 2015 Chief Marketing Officer Leadership Forum (Los Angeles) Los Angeles, CA Perspectives by: • Jonathan Lowe, Vice President, Marketing, AEG (Anschutz Entertainment Group) Worldwide • Scot Safon, Chief Marketing Officer, The Weather Channel • Steven Bushong, SVP Marketing Operations, The Walt Disney Company • Russell Bennett, Vice President, Latino Health Solutions, UnitedHealth • Alan Cohen, EVP & Chief Marketing Officer, OtterBox • Michael Reicher, Senior Vice President, Marketing, The Chubb Corporation • Chris Brandt, Chief Marketing Officer, Yum! Brands • Carlson Choi, Vice President, Digital Initiatives Group, Mattel • Claudio Ludovisi, SVP Operational Strategy, NBC Universal February 10, 2015 2015 Chief Information Officer Leadership Forum (Los Angeles) Los Angeles, CA Perspectives by: • Vimal Thomas, Vice President, Information Technology, Yamaha Corporation of America • Zhenya Rozinskiy, VP of Technology, Live Nation • Raj Rajendran, Senior Vice President Technology, Consumer Lending Group, Union Bank • Stephen Roberts, Assistant Vice President, Systems Innovation, Development and Support, American Honda Motor • Michael Naud, Vice President of Information Systems, Metro-Goldwyn-Mayer Upcoming Events February 19, 2015 2015 Chief Legal Officer Leadership Forum (New York) New York, NY Perspectives by: • Kevin Feeney, Vice President & General Counsel, AIR LIQUIDE • Brian Swartz, Executive Vice President Legal & Commercial Services, Aecon Group • Erik Dyhrkopp, Senior Vice President & General Counsel North America, BOSCH • Kevin Reynolds, Senior Vice President & Chief Legal Officer, Penn Mutual Life Insurance Co • Carrie Hightman, Executive Vice President and Chief Legal Officer, NiSource • Jane Lewis-Raymond, Senior Vice President and Chief Legal, Compliance and External Relations Officer, Piedmont Natural Gas • Eric Eissenstat, Sr. Vice President, General Counsel and Secretary, Continental Resources February 26, 2015 2015 Customer Care Leadership Forum (Dallas) Dallas, TX Perspectives by: • Jasmine Green, VP Chief Customer Advocate, Nationwide Financial • Becky Ploeger, Vice President, Digital Commerce Customer Care, Kohl’s Corporation March 3, 2015 2015 Chief Marketing Officer Leadership Forum: Spring Event (Chicago) Chicago, IL Perspectives by: • Brian Mehta, Head of North America Marketing, Motorola Mobility March 11, 2015 2015 Chief Information Officer Leadership Forum (Dallas) Dallas, TX Perspectives by: • Andy Ulrich, VP, CISO and Loss Prevention, MoneyGram March 26, 2015 2015 Chief Information Officer Leadership Forum (Boston) Boston, MA Perspectives by: • Jay Wessland, Vice President of Technology, Boston Celtics Content Integrity Policy • Argyle is proud and protective of our high standards in ensuring the value of all content presented at our events. • Strict guidelines are in place to ensure that all content presented is balanced and vendor neutral. • All topics that are covered at our member events are thought leadership-focused and in line with the expectations of our members. • Argyle seeks to prevent overt sales pitches or unbalanced vendor references. • Argyle provides all speakers with content presentation guidelines at the behest of our executive membership. 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