Chief Strategy Officer Summit Direction, Vision, Strategy

December 2 & 3, 2014 Crowne Plaza Times Square New York Confirmed Speakers

Confirmed Speakers:

• Senior Corporate Strategy and Development, National Geographic • Section Chief, Strategy & Integration, US Federal Government • Senior Vice President & Chief Strategy Officer, Washington Redskins • , Tough Mudder • Chief Strategy Officer, USAA • Revenue Chief of Staff, Tough Mudder • Founder, CEO, The Mom Complex • Strategy Execution, & Transformation, Target • Chief Strategy Officer, Mashable • Vice President, Corporate Strategy, PepsiCo • Chief Strategy and Financial Officer, WWE • , NASA • Chief Knowledge Officer, US Army • , Chartbeat • Chief Information Officer, U.S. Department of Energy Why Attend?

The Chief Strategy Officer Summit is the platform to meet and greet with leaders within strategy.

• Chief Strategy Officer • Corporate Strategic Planning • Planning & Control • Strategic Planning & Analysis • Strategy & Development • Business Analysis • Market Research • Business Planning • Forecasters

At this summit we will question the role of the chief strategy officer and how it has developed over the last couple of years. More importantly we will join together chief strategy officers and get their opinion of where their role is going. The CSO confronts company wide issues, a role which was solely appointed to the CEO. This summit delves into where the creation of the role came from, why it came about and what the benefits are. We also look into the role and its importance because a chief strategy officer has significant responsibility for a handful of major business functions and activities. The two days of presentations and interactive sessions will allow for investigation, learning and development meaning you will return to the office equipped with some fantastic key takeaways.

“The organization is clearly growing and my experience “Thanks to you and your team for this time was even better than doing a great job, especially with the last time, and I had a the high demand and volume of terrific experience the last time participants, who have high in San Francisco. Kudos to all!” expectations.” NASA Schumacher Group

“I was a first-time attendee at “I enjoyed the experience last week’s event in New York. I greatly and came away applaud you and the IE team on with several important a well-produced event that ideas and contacts.” provided me with many Novartis takeaways to take back to my organization.” Associated Press Who Will You Meet

There is no question that IE. provides the gold standard events in the industry and will Job Title Of Attendees connect you with decision makers within the Attendees are at Director analytics industry. You will be meeting senior 78% level executives from major and level or above innovative small to medium size companies. President 3% /Principal

21% Company Size Of Attendees SVP/VP

1000+ Employees 300-999 Employees 50-299 Employees 12% C-Level Less than 49 Employees

42% Snr. Director /Director 56% 81% 25% Attendees are companies with at least 300 employees Global Head

13% / Head 11% Snr. Manager 8% 8% /Manager Academic (1%)

Past Delegates include

• Chief Strategy Officer- Xerox • VP, Corporate Strategy- Paypal • Head of Strategy - HSBC • VP, Strategy - GlaxoSmithKline • Director, Global Strategy - Wrigley • Senior Director, Strategy - Boeing

F TI L Speakers

Adam Sutherland Shripal Shah SVP, Strategy & Development SVP & Chief Strategy Officer National Geographic Washington Redskins

Adam is a strategic business development Shripal Shah is the Senior Vice President and Chief and marketing professional with more than 20 years Strategy Officer of the Washington Redskins. In this role, experience, domestically and internationally, in media and Shah is tasked with maximizing the team's strategic and technology. Adam leads National Geographic’s strategic business prospects and will also oversee the organization's planning and business development efforts across digital, marketing strategy and platforms, with a heavy emphasis publishing, travel, games, and commerce. Adam and his on digital and social media integration. Shripal has more team leverage existing and newly developed assets to than 14 years experience in digital strategy, planning and expand the National Geographic brand into new activation. A frequent panelist at top industry conferences, businesses. Previously with Discovery Communications and including SXSW and Social Media Week, Shah began his Travel Channel, Adam led the strategic shift into new areas career at web development agencies, developing website beyond television. Including digital partnerships and strategies for Kenneth Cole, Seagram's, Bank of New York, acquisitions, Travel Channel Academy and Studios, and and Morgan Stanley, among others. mobile development.

Craig Hopkins Katherine Wintsch Chief Strategy Officer Founder USAA The Mom Complex

Responsible for assisting the CEO and Executive Council Shortly after Katherine returned from her second trip to the with creating, communicating, executing and sustaining delivery room, her perceptions of the world around her strategic initiatives across USAA; my goal is to create focus began to change. The idealized visions of mom-dom that and alignment to ensure USAA is the provider of choice for marketers and media were painting did not match the the military community. upside-down reality staring her in the face. It became increasingly clear to Katherine that she wasn't doing a sub- par job as a mom, but that this romanticized version of what motherhood can and should be existed only in some alternate universe. With that reality came opportunity. In 2010,

Nicholas Horbaczweski Chief Revenue Officer Tough Mudder

Nicholas Horbaczewski is the Chief Revenue Officer at Tough Mudder, where he is responsible for worldwide revenue generation, overseeing the company’s Marketing, Sales, Sponsorship, Event Monetization and Growth Strategy divisions. As a member of the company’s Senior Executive Committee, he consults on all decisions related to whole-business strategy and execution. Previously, Nick co-founded an angel-funded tactical equipment and services firm teaching hand- to-hand combat to elite military and law enforcement units around the world. When that was acquired, he led Corporate Development for a billion dollar defense contractor, running debt raises, M&A transactions, and an Initial Public Offering. He holds a BA in History and Literature from Harvard College and an MBA from Harvard Business School. Speakers

Edward Regula Alicia Hare Section Chief, Strategy & Integration Senior Group Manager, Strategy Execution US Federal Government Target

Edward Regula is a senior government Alicia Hare is an engaging, results-oriented strategist with more than 25 years of domestic and “leader of strategy” with proven success in the fields of international experience in strategy development and strategy, strategy execution, transformation and execution. In this role, he has been a key player in the leadership. With over a decade of diverse C-Suite development of national, multi-national, regional, and experience in the U.S. and abroad, she is now Senior Group organizational strategies. Combining real-world experience Manager, Enterprise Strategy leading strategic planning with theory to solve complex problems at the nexus of for Target . Prior to Target, she served as Vice policy and execution; he specializes in complex endeavors, President, Business Transformation/ Program interdisciplinary alignment and strategic integration. A for Sensis, an Australian media company graduate of the Air War College, he serves as an advisor to whose multichannel portfolio included iconic brands like the Global Futures Forum and is a Founder Member of the Yellow Pages, White Pages, and Citysearch. Strategic Management Forum.

Tekla Back Adam Ostrow VP, Corporate Strategy Chief Strategy Officer PepsiCo Mashable

Tekla heads up PepsiCo Corporate Strategy. She is As Mashable's chief strategy officer, Adam Ostrow is responsible PepsiCo’s global portfolio strategy, responsible for defining and implementing strategy across transformational growth strategies and for developing the organization. Adam joined Mashable in 2007 as editor future leaders of PepsiCo.She has been with PepsiCo for 5 in chief, a role in which he directed day-to-day editorial years. She started in NA Beverages Consumer Strategy. coverage, authored more than 2,500 articles and grew the Her last role was GM VP Marketing for the $1Bn Hydration editorial staff from 3 to 25 employees. During his tenure as portfolio of Propel, SoBe and Aquafina brands. Prior to editor in chief, the site's audience grew tenfold to more joining PepsiCo, Tekla spent a decade with McKinsey & Co., than 15 million unique visitors per month. in Europe and in the US. She has a doctorate in Physics from Oxford University. She is originally from Finland.

David Spindler Donald Adcock Revenue Chief of Staff Deputy Chief Information Officer Tough Mudder U.S. Department of Energy

Business strategy adviser and experienced analytic- As the Deputy Chief Information Officer for the project manager working in late-stage start-up / growth Department of Energy, Mr. Adcock is responsible for business, with 5 years experience across the US, UK, South leading and delivering a full array of essential and mission Africa and Europe. Designed and executed Competitor critical IT services for the Department of Energy. Mr. Insights function from inception to business-as-usual Adcock provides strategic leadership and operational function -Executed analysis from design and data- oversight of the Department’s primary IT infrastructure sourcing, through managing an analyst team to and is responsible for implementing the Office of the CIO’s implement recommendations for strategic and marketing services transformation activities and for providing secure, actions based on insights developed -Created and national-level decision making capabilities for the presented business case (including budget, resourcing Secretary of Energy, his advisors, and the principal and business-objectives), resulting in creation of full-time leadership of the Department. Competitor Analysis function within Marketing team The Information

Chief Strategy Officer Summit

Date: December 2 & 3, 2014 City: New York, NY Venue: Crowne Plaza Times Square Manhattan Accommodation: Reservation Telephone: +1 888 233 9527 (quote Strategic Planning Innovation) Reserve online here

Registration Pricing

Silver Pass Gold Pass Access All Areas $1595 $1895 $2095

Access to all sessions & Access to all sessions, and Strategic Access to all sessions, networking networking events Planning Innovation, networking events events, annual subscription to all 7 days access to presentations from the & unlimited access to presentations from content on the Strategy, Digital & summit via ieOnDemand the summit via ieOnDemand Innovation channels via ieOnDemand

Flat rate price $1395 $1695 Strategic Planning Early Bird Price Early Bird Price + (before Oct 3) (before Oct 3)

1 Day Pass On-Demand $995 Pass $600 Full access to the sessions to your Unlimited access to presentations from chosen day of the summit, 7 days access the summit via ieOnDemand, including to presentations from the summit via presentations, interviews & the ability to ieOnDemand contact speakers

7 day Unlimited online access to access to event materials ieOnDemand

Group Discount Offers 3 Silver Passes: $3300 ($1100 per attendee) For larger groups or special requests contact Zain by 5 Silver Passes: $4750 ($950 per attendee) calling +1 (415) 992 5352 or email 3 Gold Passes: $4200 ($1400 per attendee) [email protected] 5 Gold Passes: $6250 ($1250 per attendee) * Team discounts are applicable at the point of 3 Diamond Passes: $4800 ($1600 per attendee) registration only. 5 Diamond Passes: $7250 ($1450 per attendee)

Ways to Register

+1 415 992 5352 +1 (415) 992 7502 Click Here To Register

F TI L Registration Form Chief Strategy Officer Summit December 2 & 3, 2014 | Crowne Plaza Times Square | New York For registration or more information on the program, please call Zain on +1 (415) 992 5352, or fax this registration form to +1 (323) 446 7673 1. Delegate Information... NAME OF EACH ATTENDEE

TITLE OF EACH ATTENDEE DEPARTMENT

COMPANY INDUSTRY

ADDRESS CITY

STATE/PROVINCE ZIP/POSTAL CODE COUNTRY

EMAIL OF EACH ATTENDEE BUSINESS PHONE NUMBER

2. Pass Types...

Early Bird Pass Options until October 3, 2014 Group Discount Pass Options Early Bird Silver: $1395 Attendees ____ 3 Silver Passes $3300 ($1100 per attendee) Early Bird Gold: $1695 Attendees ____ 5 Silver Passes $4750 ($950 per attendee) Access All Areas: $2095 Attendees ____ 3 Gold Passes $4200 ($1400 per attendee) One Day Pass : $995 Attendees ____ 5 Gold Passes $6250 ($1250 per attendee) 3 Diamond Passes $4800 ($1600 per attendee) Regular Pass Options after October 3, 2014 5 Diamond Passes $7250 ($1450 per attendee) Silver Pass: $1595 Attendees ____ Gold Pass: $1895 Attendees ____ For larger groups or special requests contact Zain Yasin on +1 (415) 992 5352 or email [email protected] Access All Areas: $2095 Attendees ____ Group passes only available when all participants register together. One Day Pass : $995 Attendees ____ Pass Descriptions: Silver Pass: Access to all sessions & networking events Gold Pass: Access to all sessions, and to Strategic Planning Innovation, networking events & unlimited access to ieOnDemand Access All Areas: Access to all sessions from three summits, networking events, annual subscription to all content on the Strategy, Digital & Innovation channels via ieOnDemand 3. Payment Options...

Check (Make checks payable to The Innovation Enterprise Ltd) Invoice me Visa Mastercard American Express Diners Club Discover CARD NUMBER EXPIRATION DATE SECURITY NO.

CARDHOLDERS NAME CARDHOLDER’S SIGNATURE

BILLING ADDRESS -(same as above) INDUSTRY

Prices are exclusive of VAT. Places are transferable without any charge to another Summit occurring within 12 months of the original purchase. Team discounts are applicable at the point of registration only. Any cancellations within a group registration will in turn incur an increase in registration fee for the remaining group participants. Cancellations before October 9, 2014 incur an administrative charge of 50%. If you cancel your registration after October 9, 2014 you will be charged the full fee. You must notify The Innovation Enterprise in writing of a cancellation, or you will be charged the full fee. The Innovation Enterprise reserve the right to make changes to the program without notice. NB: FULL PAYMENT MUST BE RECEIVED BEFORE THE EVENT. Schedule

Day One December 2 08.30

Session One 08.30 - 10.00

10.00 Coffee Break 10.00 - 10.30 10.30

Session Two 10.30 - 12.00

12.00

Lunch 12.00 - 13.30

13.30

Session Three 13.30 - 15.00

15.00 Coffee Break 15.00 - 15.30 15.30

Session Four 15.30 - 17.00

17.00

Networking Drinks 17.00 - 19.00

19.00

Day Two December 3 08.30

Session Five 08.30 - 10.00

10.00 Coffee Break 10.00 - 10.30 10.30

Session Six 10.30 - 12.00 12.00

Lunch 12.00 - 13.30

13.30

Session Seven 13.30 - 15.00

15.00 Coffee Break 15.00 - 15.30 15.30

Session Eight 15.30 - 17.00 17.00 Sponsors

Silver Sponsor Silver Sponsor

Silver Sponsor Silver Sponsor

Silver Sponsor Bronze Sponsor

For more information, contact us at [email protected] F TI L Sponsors

Luncheon Sponsor Exhibitor

Exhibitor Previous Bronze Sponsor

For more information, contact us at [email protected] F TI L 2015 Calendar

February June October Chief Strategy Offcer Chief Innovation Offcer Digital Strategy Innovation Summit Summit Summit February 11 & 12, Melbourne June 17 & 18, Santa Clara October 21 & 22, London

IP Strategy Innovation Strategic Planning Summit Innovation March June 17 & 18, Santa Clara October 21 & 22, London Women in Strategy Summit Chief Strategy Offcer March 19 & 20, New York Summit September October 21 & 22, London Digital Strategy Innovation Summit Chief Strategy Offcer Chief Innovation Offcer Summit March 19 & 20, New York Summit September 16 & 17, Sydney October 21 & 22, London Global Leadership Summit Digital Strategy March 19 & 20, New York Chief Strategy Offcer Innovation Summit Summit September 16 & 17, Sydney October 21 & 22, Shanghai April Digital Strategy Digital Strategy Innovation Chief Strategy Offcer Innovation Summit Summit Summit September 16 & 17, San Francisco October 21 & 22, Shanghai April 23 & 24, Hong Kong Digital Marketing Digital Strategy Innovation Chief Strategy Offcer Innovation Summit Summit Summit September 16 & 17, San Francisco October 21 & 22, Sao Paulo April 29 & 30, London Brand Strategy Chief Innovation Offcer Innovation Summit Summit September 16 & 17, San Francisco April 29 & 30, London December Content Strategy Summit Chief Strategy Offcer September 16 & 17, San Francisco Summit May December 3 & 4, New York Chief Strategy Offcer Strategic Planning Summit Innovation May 20 & 21, San Francisco December 3 & 4, New York Strategic Planning Chief Innovation Offcer Innovation Summit Summit May 20 & 21, San Francisco December 3 & 4, New York

Flagship Summit Women CXO Branding

Expected Attendees Digital Social Media IP

Partnership Opportunities: Giles Godwin-Brown | [email protected] | +1 415 692 5498 Attendee Invitation: Sean Foreman | [email protected] | +1 415 692 5514