1 2 WELCOME

We’re thrilled to have you join us for our 11th annual summit on leading transformation. This year, we’re focusing on the challenge of growth in an era of accelerating disruption – where digital technologies and platforms, new business models, and shifting industry boundaries require new approaches and mindsets to seize growth opportunities.

We’ve built the agenda around the ideas and challenges that we have heard from you: overcoming the “shadow strategy” where day-to-day decisions perpetuate the legacy way of doing business; recruiting, re-training, and retaining critical talent; building customer-centric culture of innovation; creating new business models to open new markets before startups do.

Our aim is to take a close look at why these challenges are so persistent and work together toward creative solutions. We have framed the day so that this extraordinary group of senior leaders can trade insights and learn from each other’s stories. We hope to foster unexpected connections between people, organizations, and industries that will prove valuable beyond this gathering.

We look forward to hosting you for this inspiring conversation.

Clay Christensen and the Innosight Team

1 DELEGATES

LAURENT GUINAND, PH.D. ROD O’REILLY Vice President, Strategy & Innovation Executive Vice President and President AARP Services, Inc. of Software & Analytics Change Healthcare KIMBERLY MOOREHEAD Senior Vice President, Strategy, GAJEN KANDIAH Innovation & Research Executive Vice President and President, AARP Services, Inc. Digital Business Cognizant JENNIFER BARLAMENT Executive Director RITA MCGRATH Atlanta Symphony Orchestra Professor Columbia Business School DR. JERRY WOHLETZ Vice President and General Manager, FAST Labs STEVE BATES BAE Systems Vice President of Strategy Converse VICTORIA MONTGOMERY-BROWN Co-founder and Chief Executive Officer RAVI THANAWALA Big Think Vice President and Chief Financial Officer Converse LOGAN JONES Vice President WENDELL WEEKS Boeing HorizonX Chairman and Chief Executive Officer Corning Incorporated STEVE NORDLUND Vice President and General Manager ALEXA DEMBEK Boeing NeXt Chief Technology and Sustainability Officer DuPont JOHN ROSELLI General Manager, Bose Health J. ANDREW (DREW) MURPHY Bose Corporation Senior Vice President, Strategy and Corporate Development MEGHAN SCANLON Edison International General Manager, Urology & Pelvic Health Boston Scientific KRISTY WALLACE Chief Executive Officer SAJ-NICOLE JONI Ellevate Network Chief Executive Officer Cambridge International Group Ltd. VLADIMIR MAKATSARIA Company Group Chairman CHRISTINA CORLEY Ethicon, a Johnson & Johnson company Chief Operating Officer CDW PHILIP COUGHLIN Chief Strategy Officer NEIL DE CRESCENZO Expeditors President and Chief Executive Officer Change Healthcare

2 MICHAEL MELTZ PROF. DIETMAR HARHOFF, PH.D. Executive Vice President, Corporate Strategy Director Experian Max Planck Institute for Innovation and Competition, Munich G. RICHARD WAGONER, JR. Former Chairman and Chief Executive Officer THOMAS BROSTRØM General Motors CEO Ørsted U.S. Offshore Wind & President Ørsted North America JUAN CAMACHO Ørsted Vice President, Beyond Innovation GlaxoSmithKline ANDREW RUSSELL President and Chief Executive Officer CHRISTOPH BRAND Public Media Group of Southern California International Advisor Goldman Sachs AMY BINDER KEVIN EVERS Chief Executive Officer RF|Binder Senior Associate Editor Harvard Business Review SAUGATA SAHA MAUREEN HOCH Chief Financial Officer, S&P Global Market Intelligence and S&P Global Platts Editor of HBR.org S&P Global Harvard Business Review TIM SIMMONS JOSEPH BELLISSIMO Vice President, Operations Transformation General Manager, Cognitive Process Sam’s Club Transformation, Global Business Services IBM BARBARA HUMPTON MARIE WIECK Chief Executive Officer Siemens USA General Manager, Blockchain IBM JEFFREY CANOSE, M.D. JOHN GORDON Chief Operating Officer and Senior Executive Vice President Digital Transformation Leader Texas Health Resources Independent (formerly IBM, GE, Bose) DOUG SHAPIRO BERKELEY COX Former Chief Strategy Officer Chief Executive Partner, Australia Turner (WarnerMedia) King & Wood Mallesons JACK DORSEY HEIDI WOOD Co-founder and Chief Executive Officer Senior Vice President and Chief Analytics Officer Twitter and Square L3 Technologies WILLIAM (BO) REILY IV LT. GENERAL (RETIRED) President and Chief Executive Officer WILLIAM BENDER Wm. B. Reily & Company Strategic Account Executive, Government Relations ANDRES SADLER Leidos Chief Executive Officer, Global Business Services Wolters Kluwer

3 #INNOSIGHTCEOSUMMIT @INNOSIGHTTEAM

CONTENTS

6 Guest Speakers 8 Agenda & Themes 13 Delegate & Speaker Bios 47 Host Bios

4 5 GUEST SPEAKERS

Neil de Joseph Crescenzo Bellissimo Change IBM Healthcare

Jack Dorsey Barbara Twitter and Humpton Square Siemens

Rita McGrath Logan Jones Columbia Boeing Business School

Steve Wendell Nordlund Weeks Boeing Corning

Marie Wieck IBM

6 AGENDA & THEMES

7 AGENDA

August 7 No. 9 Park, Boston

6:00–9:00 Networking Reception and Dinner

August 8 Program: State Room, 60 State Street, Boston

7:30am Networking Breakfast

8:30am Welcome

8:45am The Growth Imperative. Creative destruction is alive and well, putting pressure on legacy business models and traditional playbooks. For successful incumbents, that means the question of pursuing new growth is no longer optional: it’s necessary to sustaining performance and often a prerequisite to survival. Patrick Viguerie, Managing Partner of Innosight, synthesizes new research and best practices for how companies can build and be rewarded for transformative new growth platforms. Defining your company’s growth ambition is a critical first step. Equally important is the discipline of managing the growth journey. We’ll explore the levers leaders can pull to accelerate core and new growth, how “curve bending” moves can bring outsize rewards, and why developing a granular view into opportunities can power and sustain growth transformation efforts over time.

9:30am Creating Innovation at Scale at Corning: Fireside Chat with Corning CEO Wendell Weeks. Corning, the world leader in specialty glass and ceramics, has an extraordinary—and highly unique—history of reinventing itself through innovation over the course of its 168-year history. From lightbulbs to Pyrex cookware to the Gorilla Glass that’s on more than 6 billion mobile devices, the company’s robust investments in R&D and collaborative culture enables it to repeatedly create breakthrough technologies and grow new markets. Wendell Weeks, CEO of Corning since 2005, will share how innovation actually works at Corning, what enables it, what he’s learned over the years about what works and what doesn’t work, and the role of the CEO in driving innovation through the culture. Moderator: Dave Duncan, Senior Partner, Innosight

10:15am Networking Break

10:45am Snow Melts from the Edges: Catching the Beginning of an Inflection Point. Strategic inflection points change the fundamental assumptions upon which many businesses are built. Rita McGrath, professor at the Columbia Business School and author of the forthcoming book “Seeing Around Corners” says that although they seem to come from nowhere, the early warning signs were almost always present for some time, just not where most senior leaders are looking for them. This session outlines eight practices that leaders can use to help create awareness of what is going on at the “edges” of an organization and better prepare to pick up weak signals. Marie Wieck, General Manager, Blockchain, IBM, will join to discuss how leaders can understand technology inflection points and their implications for strategy.

8 12:00pm Networking Lunch

1:00pm How to Turn Vision Into Breakthrough Growth. The future is coming at us faster than it ever has before. How can leadership teams learn to “skate to where the puck is going”—while at the same time, doing all that they can to ensure that it goes to the best possible place? Mark Johnson, Cofounder and Senior Partner of Innosight, will explore why visioning is an under-developed but critical leadership capability in an era of accelerating disruption. Leadership teams can overcome obstacles to visioning and cultivate a “future-back” approach to strategy that sets up companies to pursue new disruptive innovation and new and different growth initiatives. Steve Nordlund, Vice President and General Manager of Boeing NeXt, and Logan Jones, Vice President of Boeing HorizonX, will join to discuss how these two new units—whose mandates include development of autonomous air vehicles and identifying future disruptions—were borne out of the aerospace giants’ long-term strategy. They’ll share lessons learned about leading new growth units, strategy execution, and governance.

2:00pm Lessons from the Vanguard of Digital Transformers. With digital transformation spending expected to reach $2 trillion in 2022, legacy companies are feeling under increasing pressure to make the most of their digital investments and ensure they are on the right path to the future. How can they take today’s digital efforts to the next level— and at the same time assess the impact of emerging technologies like blockchain and AI? While no two digital transformations are exactly the same, there are generalizable lessons from companies at the vanguard. In this panel, we’ll hear from three leading executives—Barbara Humpton, CEO of Siemens USA; Joseph Bellissimo, General Manager of Cognitive Process Transformation, Global Business Services, IBM; and Neil de Crescenzo, CEO of Change Healthcare— who will share organizational and strategic insights from their respective digital journeys. Moderator: Patrick Viguerie, Managing Partner, Innosight

2:45pm Networking Break

3:00pm Driving Growth through #JobsToBeDone: Fireside Chat with Jack Dorsey, Founder and CEO of Twitter and Square. In just a few years, Twitter and Square— game-changing, disruptive platforms in media and financial services—have together created more than $60 billion in value and changed the way we live today. Dorsey, the Founder and CEO of both fast-growing companies, says that one of the keys to making such an impact has been keeping a laser focus on their core consumers’ jobs to be done. We will chat with Dorsey about how Twitter and Square have used the Jobs to Be Done concept to shape strategy, align a leadership team, and make decisions throughout the organizations. Moderator: Brian Hindo, Partner, Innosight

4:00pm Concluding Remarks

9 THE LEADERSHIP MANDATE Themes and priorities expressed by delegates

We’re trying to disrupt ourselves before others do.”

Stewardship and courage from the very top drives transformation success.”

Future differentiation depends on becoming a consumer- focused organization.”

We are 90% farmer and 10% hunters. We need to balance that out.”

10 Do you fight or partner? Empire building is not the solution.”

You need to manage in today’s world but ready yourself for tomorrow. How do you balance that?”

We know we have to reinvent ourselves around technology and data.”

Our job is to be bold but not deaf.”

Talent transformation is a priority. How do we train, retrain and create ongoing development opportunities?”

11 DELEGATE & SPEAKER BIOS

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Jennifer Barlament EXECUTIVE DIRECTOR ATLANTA SYMPHONY ORCHESTRA

Jennifer Barlament joined the Atlanta Symphony Orchestra in January 2016 as Executive Director. Together with Music Director Robert Spano, Barlament continues to define and execute the strategic vision for the Atlanta Symphony Orchestra, both artistically and financially, while engaging key audiences to make that vision a reality.

A lifelong musician, Barlament has nearly two decades of experience leading orchestras across the country, most recently as General Manager of The Cleveland Orchestra, Executive Director of the Kalamazoo Symphony Orchestra and General Manager of the Omaha Symphony.

In 1998, Barlament was accepted into the highly competitive Orchestra Management Fellowship Program of the League of American Orchestras. She worked in all aspects of orchestra management during Fellowship assignments with the San Francisco Symphony, the New Jersey Symphony and the Detroit Symphony. She now serves as a core faculty member for the League’s Essentials of Orchestra Management seminar.

Barlament earned her bachelor’s degree in music with a minor in physics at Emory University, where she received awards for both music and academic performance. She earned a master’s degree in clarinet performance from the Eastman School of Music in Rochester, NY, where she also founded the New Eastman Symphony. In 2013, Jennifer was the recipient of the League of American Orchestras’ prestigious Helen M. Thompson Award, given every two years to an early-career executive director. Jennifer resides in Druid Hills with her husband Kenneth Potsic, a bassoon repair and restoration specialist, and their son David.

13 Steve Bates VICE PRESIDENT OF STRATEGY CONVERSE

Steve Bates is the Vice President of Strategy at Converse, a subsidiary of Nike Inc. In this role, Steve leads the Strategy function and is responsible for setting the strategic agenda of the company, developing insight-driven market intelligence, and building consumer-centric growth strategies.

Prior to Converse, Steve was a Manager at L.E.K. Consulting, a management consulting firm, where he advised clients in the consumer products, health & wellness, and private equity industries. A Certified Public Accountant, Steve provided audit and advisory services to financial services clients earlier in his career at PricewaterhouseCoopers.

Steve is a graduate of Syracuse University and holds an MBA from the Tuck School of Business at Dartmouth.

Joseph Bellissimo GENERAL MANAGER, COGNITIVE PROCESS TRANSFORMATION, GLOBAL BUSINESS SERVICES IBM

Jay Bellissimo is the Global General Manager, Cognitive Process Transformation, IBM Global Business Services. He is responsible for designing and delivering innovative solutions that reimagine the way work gets done. He helps to create defined business outcomes by reinventing business processes through the use of exponential technologies such as AI, Blockchain, Big Data and Analytics. The Practices he oversees include Business Process Outsourcing (BPO), Cognitive Process Re-engineering, Watson AI & Data Platform, Advanced Analytics, Blockchain and the Internet of Things.

Previously, he was the General Manager and Chief Revenue Officer of the Watson & Cloud Platform. He was responsible for all revenue facing activities, operations and the go- to-market across IBM’s core cognitive and cloud-based technologies, including large transformation engagements, ecosystem/channels, business partners, and major client engagements. Jay’s mission was to ensure that Watson & Cloud Platform developed innovative solutions with business outcomes that resonated with customers and the overall market as they significantly grew market share.

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Jay has held multiple executive positions, such as: General Manager, IBM Cognitive & Watson, leading strategy, customer engagement, solutions and sales for IBM’s portfolio of cognitive-based solution technologies across 18 industries; General Manager, Customer Experience for IBM Watson, initiating the first wave of cognitive computing commercialization in key industries - healthcare, industrial, financial services - adopted by 36 countries in 5 different languages; Leader of IBM’s Global SAP Consulting Business, managing the strategy, sales, delivery, and operations; Leader of IBM’s Global Business Services Aerospace & Defense and Communications Sectors, including the Media and Entertainment, Telco, and Energy/Utilities industries; and Leader of IBM’s Global Business Services business for Latin America based in Sao Paulo, Brazil.

Jay joined IBM in 2002 from PwC, holding numerous industry management and practice leadership positions, including industry leadership roles in Chemicals & Petroleum, Industrial Products and Aerospace & Defense. Jay is a member of IBM’s Performance Team, Client Experience Team and Acceleration Team which focus on the company’s short- and long-term strategies for growth. Jay holds a B.A. in Political Science from St. Michael’s College. Jay serves as a member on the Advisory Board of the Center of Innovation & Entrepreneurship at Claremont McKenna College.

Lt. General (Retired) William Bender STRATEGIC ACCOUNT EXECUTIVE, GOVERNMENT RELATIONS LEIDOS

Lt. General (Retired) William J. Bender currently serves as Senior Vice President - Strategic Account Executives & Government Relations, within the Business Development & Strategy Group at Leidos. General Bender is responsible for strengthening and advancing trusted relationships with customers and advancing strategic initiatives to foster enterprise growth.

General Bender brings more than 34 years of military experience and executive-level leadership in multiple facets of information technology (IT) and government services. General Bender most recently served as Chief Information Officer for the United States Air Force (USAF), where he was responsible for 50,000 cyber operations and support personnel across

15 the globe with oversight for the USAF’s IT investment strategy and a portfolio valued at $17 billion. Prior to his most recent role, General Bender was the second highest ranking military officer, based at the United States Embassy in Iraq, serving as the Deputy Chief, Office of Security Cooperation-Iraq with oversight and management of foreign military sales and security cooperation initiatives supporting U.S. diplomatic relations with the government of Iraq. His leadership tenure in the USAF also includes serving as Chief Operations Officer with overall operations, training and readiness responsibility for 20,000 personnel, as well as Executive Staff Director and Joint Duty Officer to European Command and U.S. Transportation Command Commanders with responsibility for theater-wide and global logistics operations.

General Bender currently serves as an Executive Committee Member for AFCEA International, as a Board Member for the National Defense Industry Association and the National Defense University Foundation in addition to serving on three Federal Advisory Boards.

General Bender was commissioned in 1983 after earning a Bachelor of Engineering in Electrical Engineering from Manhattan College. He also holds a Master of Arts National Strategic Studies from the U.S. Army War College, a Master of Business Administration in Business and Aviation Management from Embry-Riddle Aeronautical University and numerous certificates from the John F. Kennedy School of Government, Harvard University.

Amy Binder CHIEF EXECUTIVE OFFICER RF|BINDER

Amy Binder is the Founder & CEO of RF|Binder, a fully integrated communications and consulting firm headquartered in New York City. RF|Binder was founded in 2001 to reflect the changing communications landscape as a result of the high-tech and digital shifts taking place. Today, Amy continues to innovate, as intelligence and data impact our world and work. RF|Binder’s mission is to build market leaders, and its purpose is to empower its clients and people to have impact.

Amy was named as one of PR News’ Top Women in PR in 2019, and her firm has won over 160 awards over the past six

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years, including Creative Team of the Year. The firm has been named a PR News CSR A-List Agency for the past eight years.

The multidisciplinary team at RF|Binder addresses business challenges and opportunities with a communications mindset, enabling clients to build, grow, protect and transform their brands and reputations. As a result, the RF|Binder team has consistently been an advisor to top brands, including Fortune 500 companies and emerging businesses. As the leader of a private woman-owned agency, Amy is able to continually innovate and meet the demands of an ever-changing business world.

Amy currently sits on the advisory board of Columbia Business School’s Family Business Program, and serves on the Media Advisory Council for Brown University. She is also a member of the Women’s Forum of New York. Amy received her A.B. with Honors from Brown University and her M.B.A. from the Columbia Business School.

Christoph Brand INTERNATIONAL ADVISOR GOLDMAN SACHS

Christoph joined Goldman Sachs’ board of international advisors in 2015 with a particular focus on business development in Germany. He started his career at Goldman Sachs in 1994, with the responsibility to build the public sector business of the firm, including the privatization, structured finance and debt finance business in Germany. From 2008 to 2014 Christoph served as Chairman Investment Banking Germany, focusing on public sector clients, industrial clients and family enterprises. Christoph was named managing director in 2004 and partner in 2010.

Christoph is shareholder and vice chairman of the supervisory board of the German family-owned white goods manufacturer Miele & Cie, and a member of the Advisory Board of the Harvard Business School. He also serves as treasurer of the Konrad-Adenauer-Foundation.

Christoph graduated with a state exam in Law and a doctorate in Law from University of Göttingen and subsequently an MBA from Harvard Business School.

17 Thomas Brostrøm CEO ØRSTED U.S. OFFSHORE WIND & PRESIDENT ØRSTED NORTH AMERICA ØRSTED

Thomas Brostrøm serves as the President for Ørsted North America and CEO for Ørsted U.S. Offshore Wind. In this role, Thomas oversees North American operations for Ørsted – the global leader in offshore wind – which encompasses a diverse portfolio of offshore wind projects along the U.S. East Coast.

Thomas serves on the Board of Directors for the American Wind Energy Association – the national trade organization for the U.S. wind industry.

Thomas joined Ørsted in Denmark in 2009, where he served in Business Development, Mergers & Acquisitions, and later as Head of the Renewables Strategy team. In 2012, he moved to London to head up Project Development for Ørsted and in 2014 was promoted to Head of Markets and Commercial. He moved his family to Boston, USA, in 2015 to establish Ørsted’s business in North America.

Prior to joining Ørsted, Thomas was in the investment banking and venture capital business. Thomas studied Business Analysis & Valuation and Mergers & Acquisitions at Harvard University and received his master’s degree in Finance and International Business from Aarhus School of Business in Denmark.

Juan Camacho VICE PRESIDENT, BEYOND INNOVATION GLAXOSMITHKLINE

A thoughtful leader that has helped build businesses around the globe, Juan is joining GSK as Vice President, Innovation and Technology to ensure GSK has the most leading and innovative technology solutions across the entire organization. In part, Juan will be assessing new technologies, creating a pipeline of potential solutions and effectively managing their evaluation, and coordination with various parts of GSK to drive development of new solutions that are more than the sum of their collective parts. Juan will also be fostering relationships, partnerships and collaborations between technology suppliers, research institutes, venture capital firms, and innovation incubators with ecosystems across the world to harness the cutting-edge technology solutions that will help shape the future technologies that will power GSK. 18 DELEGATE PROFILES DELEGATE PROFILES

Prior to GSK, Juan co-founded Orchestra Works, a media and technology company to inspire, guide, and build compelling and imaginative entertainment properties across digital and linear platforms to bring the family together partnering with companies such as Walmart, Coca-Cola, Unilever, and NBC Universal. Previous to Orchestra Works, Juan spent over a decade at Walmart holding several key leadership positions, most recently helping launch the Global eCommerce business unit, which oversees Walmart’s digital operations around the world. Previously, he spearheaded strategy and business development for Walmart International where he is credited with transforming the company’s business in parts of Asia, Africa and Latin America.

Juan received his Bachelor of Arts from Stanford University in International Relations with a focus on Comparative and International Political Economy.

Jeffrey Canose, M.D. CHIEF OPERATING OFFICER AND SENIOR EXECUTIVE VICE PRESIDENT TEXAS HEALTH RESOURCES

Jeffrey Canose, M.D., FACHE, is chief operating officer (COO) and senior executive vice president for Texas Health Resources. As COO, Canose works in a dyad relationship with Dan Varga, M.D., senior executive vice president and chief clinical officer, to align operational and clinical strategies in an ongoing plan to transform from a hospital system to an integrated health system. He is responsible for achieving full and seamless integration of all system operations, including administrative leadership of Texas Health’s three geographical zones.

Canose became COO Sept. 1, 2014.

Previously, Canose served as executive vice president and Southwest Zone operations leader from June 2012 through August 2014.

For three years prior to that, he served as president of Texas Health Presbyterian Hospital Plano. Canose was the first physician in the Texas Health Resources system to be named a hospital president. Before that, he was senior vice president and chief operating officer at Texas Health Plano.

Canose joined Texas Health Resources in January 2006 as senior vice president and COO at Texas Health Presbyterian

19 Hospital Dallas and became the first COO at Texas Health Plano in June 2007. Prior to that, he served as vice president of clinical operations of CaroMont Health/Gaston Memorial Hospital in Gastonia, North Carolina, from 1999 to 2006.

His professional experience also includes a decade of clinical practice and progressive executive leadership as a clinical department chair, academic program director of anesthesiology and administrator of perioperative services at The Western Pennsylvania Hospital in Pittsburgh.

Canose received his medical degree from The Medical College of Pennsylvania in 1983. He completed an internship in general surgery at St. Francis Hospital and Medical Center in Connecticut, followed by a residency in anesthesiology at the University of Connecticut Health Center. His subspecialty fellowship training in cardiac anesthesiology and research in cardiovascular physiology was at the University Health Center of Pittsburgh. In addition, Canose earned a master’s degree in health care administration from the University of North Carolina at Chapel Hill.

Canose previously served as chair of the board for the Texas Hospital Association. He is also a former adjunct professor of health care leadership and management in the Jindal School of Management at the University of Texas at Dallas.

Christina Corley CHIEF OPERATING OFFICER CDW

Christina M. Corley is chief operating officer for CDW. Corley is responsible for all customer-facing units of CDW, including its corporate, public, small business, integrated technology solutions, international, sales operations, service operations and residency organizations.

Previously, Corley was senior vice president of commercial and international markets for CDW, where she was responsible for all aspects of the corporate sales force and for CDW’s international growth platform, including CDW Canada and CDW UK, CDW’s U.K.-based technology solutions provider with locations in Europe, the Middle East, Africa and Asia. Prior to joining CDW in 2011 as senior vice president, corporate sales, Corley was president and chief operating officer of Zones, where she also served as executive vice president of operations and

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as president of Corporate PC Source (CPCS), a wholly owned subsidiary. Prior to its acquisition by Zones in 2003, Corley was the chief executive officer of CPCS and with her partners grew it to a $100 million company. Corley began her career in sales and marketing holding various positions at IBM, Dataflex, a value-added reseller, and VisionTek, a PC hardware company.

Corley earned a bachelor’s degree in finance from the University of Illinois at Urbana-Champaign and a master’s degree in business administration concentrating on management and strategy from the Kellogg School of Management at Northwestern University. She serves on the board of directors for the Boys and Girls Club of Chicago and Skills for Chicagoland’s Future and is a member of The Chicago Network.

Philip Coughlin CHIEF STRATEGY OFFICER EXPEDITORS

Phil Coughlin has served over thirty years in the logistics industry. His career began early as he worked his way up to management through several branch import positions at The Harper Group. Phil joined Expeditors in 1985 for the opportunity to grow a strong logistics business with close friends and business partners.

Phil began as an Air Breakbulk Manager in the Chicago office. Shortly after, he was asked to move to Boston to take on the role of District Manager. His strong leadership skills and a focus on employee development and mentoring were the catalyst for his transition to Regional Manager for New England and Canada and then Regional Vice President of Northeast USA and Northern Border.

Phil previously served as the Executive Vice President of North America. In this role he was responsible for the development of the company’s operational activities and implementation of corporate strategy in the Eastern United States and Canada.

Prior to his current position, Phil served as the President of Global Geographies and Operations, responsible for driving uniformity and consistency across Expeditors’ global operations. He was also tasked with strategic alignment of each geographic region. Phil has recently been appointed as the Chief Strategy Officer. In his new role, Phil will establish and oversee a core Strategy Group to drive strategic innovation.

21 In addition to the vast amount of logistical expertise that Phil has gained over the last thirty years, he also earned his Bachelor of Arts from the University of Illinois and a Juris Doctor from The John Marshall Law School. Phil is based at Expeditors corporate headquarters in Seattle. He enjoys reading and is actively involved in various sports with his children.

Berkeley Cox CHIEF EXECUTIVE PARTNER, AUSTRALIA KING & WOOD MALLESONS

Berkeley Cox is the Chief Executive Partner of the Australian operations of King & Wood Mallesons, a global law firm headquartered in Asia. He leads the strategic direction of the Australian firm (comprising approximately 1,000 lawyers) and drives execution against firm priorities and on its client, people, international, innovation and community agenda.

His current priorities include unpacking the traditional legal business model and exploring the means by which the firm can meet the needs of its clients to deliver more for less. The significant disruption in the legal industry creates part of the catalyst for change.

Berkeley became a partner of legacy Mallesons Stephen Jaques in 2001 and managed a successful legal practice covering debt capital markets, funds management, structured finance, securitisation and derivatives including practice in the U.S. in the late ‘90s when he was admitted to the New York Bar. His background in transactional practice has provided him with critical insights into clients’ needs, expectations and commercial drivers and a strong desire to find innovative solutions to complex problems and way of working.

Neil de Crescenzo PRESIDENT AND CHIEF EXECUTIVE OFFICER CHANGE HEALTHCARE

Neil de Crescenzo is president and chief executive officer of Change Healthcare and a member of the company’s board of directors. He leads teams working across multiple healthcare segments to help customers achieve their clinical, operational and financial objectives, as well as providing solutions to

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customers that enable them to better help people maintain or improve their health.

Before joining Change Healthcare, Mr. de Crescenzo was senior vice president and general manager of Oracle’s Global Health Sciences business. Prior to joining Oracle in 2006, he spent a decade at IBM Corporation, including his last role as a senior executive for Global Healthcare Business Consulting Services. Earlier in his career, he held leadership positions in a major hospital system, a large multi-specialty group practice, and at a major health insurer.

Mr. de Crescenzo earned a B.A. in political science from Yale University and an M.B.A. from Northeastern University. He currently serves on the board of directors of the Nashville Health Care Council, NashvilleHealth, and is chairman of the executive committee of the board of directors of the Healthcare Leadership Council. He is a member of the Aspen Group.

Alexa Dembek CHIEF TECHNOLOGY AND SUSTAINABILITY OFFICER DUPONT

Alexa Dembek is the Chief Technology & Sustainability Officer for DuPont. A 28-year DuPont veteran, she champions the company’s entrepreneurial mindset to spur growth, while fostering close collaboration with customers. Today, Alexa leads business and innovation strategy alignment to make the most impactful portfolio choices for DuPont. She is passionate about elevating the role sustainability plays in these investment decisions and how DuPont can help customers achieve their own sustainability ambitions with our solutions. Alexa holds a Bachelor of Science degree in Chemistry from Northern Illinois University and a PhD in Chemistry from Pennsylvania State University.

Jack Dorsey CO-FOUNDER AND CHIEF EXECUTIVE OFFICER TWITTER AND SQUARE

Jack is the CEO of @Twitter, CEO & Chairman of Square, and a co-founder of both.

23 Kevin Evers SENIOR ASSOCIATE EDITOR HARVARD BUSINESS REVIEW

Kevin Evers is a Senior Associate Editor at Harvard Business Review Press. He acquires and edits books in a wide-range of subjects—including innovation, technology, and self-help.

John Gordon DIGITAL TRANSFORMATION LEADER INDEPENDENT (FORMERLY IBM, GE, BOSE)

John is an entrepreneurial business leader who has spent over 20 years helping iconic companies lead their most strategic digital transformation initiatives.

As the head of the Consumer Electronics Division for Bose Corporation, he led the Bose AR strategy to create the world’s first audio-only augmented reality platform. By embedding Bose AR into Bose Frames and other Bose headphones, John helped Bose become the world’s leader in consumer wearable AR devices.

As the Chief Product Officer at GE Digital, John refocused the digital transformation efforts across all GE industrial business units. This aligned approach enabled GE Digital to grow by over $1B in new orders. Additionally, John led a team that launched the world’s largest open, urban IoT platform by transforming GE’s first business lighting.

Prior to these roles, John served in a variety of executive and leadership positions at IBM including launching the first commercial solutions with IBM Watson and establishing the first digital city operations center for IBM Smarter Cities.

John is currently advising a number of startup companies as an advisor and as a mentor in the MIT Venture Mentoring Service. As an entrepreneurial general manager and P&L leader, John helps with all aspects of strategy, product development, sales, marketing, and operations.

John earned a bachelor’s degree in philosophy and computer applications from the University of Notre Dame and an MBA degree from the University of Texas at Austin. He lives in the Boston area with his wife, Christine, and three children.

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Laurent Guinand, Ph.D. VICE PRESIDENT, STRATEGY & INNOVATION AARP SERVICES, INC.

Laurent joined ASI in 2017, after a twenty-year career in strategy consulting for companies in Finance, Health and Lifestyle industries. He also founded two startups in the Lifestyle space.

Laurent holds a Ph.D. in Industrial Organization Economics (Univ. of Paris XIII), a Master of Law & Diplomacy (Fletcher School at Tufts University), a Master of Science in International Economics (Univ. Paris XIII) and a BS in Economics (Univ. of Paris I Pantheon-Sorbonne).

Laurent is also an alumnus of the University of Michigan Ross School of Business Executive mini MBA. He has been an Adjunct Professor at various universities in the US and in Europe.

Prof. Dietmar Harhoff, Ph.D. DIRECTOR MAX PLANCK INSTITUTE FOR INNOVATION AND COMPETITION, MUNICH

Dietmar Harhoff is Director at the Max Planck Institute for Innovation and Competition and Professor for Entrepreneurship and Innovation at the Ludwig-Maximilians-Universität (LMU) Munich. His research focuses on innovation, entrepreneurship, intellectual property, and industrial economics.

He graduated with a Diploma degree in mechanical engineering from the Technical University of Dortmund. As a McCloy Scholar he obtained a Master’s degree in Public Administration at Harvard University. His doctoral training at the MIT Sloan School of Management focused on economics and management of innovation.

Dietmar Harhoff has served in advisory functions to private and public organizations. Since 2004, he has been a member of the Scientific Advisory Boards of the Federal Ministry of Economics. From 2008 to 2013, he was a member of the Economic Advisory Group on Competition Policy (EAGCP). From 2012 to 2015, he chaired the Economic and Scientific Advisory Board (ESAB) at the European Patent

25 Office. From 2007 to 2019, he was the Chairman of the Commission of Experts for Research and Innovation (EFI) of the German Federal Government. Since March 2019, he has been chair of the Commission for the establishment of the new German Agency for Disruptive Innovation (Agentur für Sprunginnovationen) by appointment of the German Federal Minister of Education and Research and the German Federal Minister for Economic Affairs and Energy.

Dietmar Harhoff is an elected member of the German Academy of Science and Engineering (acatech), the German National Academy of Sciences Leopoldina, and the Bavarian Academy of Sciences and Humanities (BAdW).

Maureen Hoch EDITOR OF HBR.ORG HARVARD BUSINESS REVIEW

Maureen Hoch is the Editor of HBR.org. She leads Harvard Business Review’s digital team, which is responsible for developing content across platforms, including podcasts, video, and social media. She played an instrumental role in the redesign of HBR.org, which has since garnered three Webby awards. Hoch joined HBR as a Senior Editor in 2013. She has previously worked for the PBS NewsHour, the World Bank, and The Washington Post Express.

Barbara Humpton CHIEF EXECUTIVE OFFICER SIEMENS USA

Barbara Humpton is CEO of Siemens USA, where she guides the company’s strategy and engagement in serving the company’s largest market in the world, with more than 50,000 employees and over $23 billion in revenues and $5 billion in annual exports.

Most recently, Humpton served as president and CEO of Siemens Government Technologies, Inc. (SGT), a leading integrator of Siemens’ products and services for federal government agencies and departments. In this role, Humpton also served as an officer/director member of the board of directors of SGT.

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Prior to joining Siemens in 2011, Humpton served as a vice president at Booz Allen Hamilton where she was responsible for program performance and new business development for technology consulting in the Department of Justice and Department of Homeland Security. Earlier, Humpton was a vice president at Lockheed Martin Corporation with responsibility for Biometrics Programs, Border and Transportation Security and Critical Infrastructure Protection, including such critical programs as the FBI’s Next Generation Identification and the TSA’s Transportation Workers’ Identification Credential.

Humpton is a graduate of Wake Forest University with a bachelor’s degree in mathematics. Barbara is Chairman of the Siemens Corporation Board, the Siemens Foundation and of the Center for Strategic and Budgetary Assessments (CSBA). She serves on the board of directors of MorganFranklin, the American Heart Association Greater Washington Region, National Association of Manufacturers (NAM), Chief Executives for Corporate Purpose (CECP), Economic Club of Washington, D.C. and the Seabee Memorial Scholarship Association. She resides in Washington, D.C., with her husband David.

Logan Jones VICE PRESIDENT BOEING HORIZONX

Logan Jones is vice president of Boeing HorizonX, a pathfinder organization that explores opportunities through strategy and experimentation with business models for emerging aerospace applications, leveraging nontraditional partnerships and a venture fund that invests in early-stage startups focused on aerospace and industrial innovations.

Most recently, Jones was senior director of business development for Boeing HorizonX and Boeing NeXt, a business division focused on the future of urban, regional and global mobility. He led the team forging nontraditional partnerships and cultivating new business opportunities to extend Boeing’s core capabilities into existing and emerging markets. As one of the founding leaders of Boeing HorizonX and Boeing NeXt, he has led multiple ventures transactions and launched partnerships with multinational companies and startups to create new businesses.

27 He brings to the role experience in corporate strategy, business development, mergers and acquisitions, and finance and contract management. Throughout his career at Boeing, he has led an investment portfolio worth $450 million for airplane product expansion and created a new business featuring the industry’s only commercially available tamper-resistant processor.

While at Boeing, Jones has sought to stimulate the development of, and supporting ecosystem for, autonomous systems by launching new businesses and partnerships. He also helped establish the Gateway Chapter of the Association for Unmanned Vehicle Systems International.

Jones has a Bachelor of Science degree in marketing from Montana State University and a master’s degree in program management from Boston University. He also holds a master’s degree in business administration from Washington University in St. Louis.

Saj-nicole Joni CHIEF EXECUTIVE OFFICER CAMBRIDGE INTERNATIONAL GROUP LTD.

Saj-nicole Joni is a renowned business strategist and confidential advisor to CEOs. She works with top business, philanthropic, and academic leaders to solve their hardest strategic challenges – delivering results needed now while creating far-reaching impact.

Her thought leadership includes a deep understanding of the ways that exponential technologies are changing markets, productivity and human possibility, and the implications for global leaders and businesses.

Saj-nicole is CEO of Cambridge International Group, where she brings her combined perspective and expertise as a seasoned senior executive in large global companies, public and private board member, Ph.D. in mathematics, professor, and performing artist to her work. A best-selling business author and global speaker, Saj-nicole lives in Cambridge, MA and is a dedicated classical pianist and avid gardener.

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Vladimir Makatsaria COMPANY GROUP CHAIRMAN ETHICON, A JOHNSON & JOHNSON COMPANY

Vladimir Makatsaria is Company Group Chairman, Ethicon, Johnson & Johnson Medical Devices, leading the Ethicon franchise worldwide. Additionally, he serves as a member of the Medical Devices Leadership Team.

Vladimir began his career with Johnson & Johnson as a sales representative in Russia in 1996. He went on to hold several general management positions of increasing responsibility, including Managing Director in Russia, Area Director in Eastern Europe and President in Europe, Middle East & Africa. He most recently served as Company Group Chairman for the Asia Pacific Region and Chairman of Johnson & Johnson China.

Vladimir holds a Bachelor’s degree in Physiology and Master’s degrees in Healthcare Administration and Business Administration from the University of Minnesota.

Rita McGrath PROFESSOR COLUMBIA BUSINESS SCHOOL

Rita Gunther McGrath is a world-renowned thought leader and a professor at Columbia Business School, where she directs the popular Leading Strategic Growth and Change program. She is widely recognized as a premiere expert on leading innovation and growth during times of uncertainty. In her speeches and consulting, Rita works with Fortune 1,000 companies, helping boards, CEOs, and senior executives act strategically in rapidly changing and volatile environments. She has received the #1 achievement award for strategy from the prestigious Thinkers50 and has been consistently named one of the world’s top ten management thinkers in its bi-annual ranking.

Rita is recognized as one of a small group of experts who have built today’s best-in-class innovation practices, and her tools for making innovation a managed proficiency was integral to the foundation of the “lean startup” movement. In 2009, she was elected as a Fellow of the Strategic Management Society in recognition of her impact on the field.

29 She has also been elected as a Fellow of the International Academy of Management and has received the “Theory to Practice” award at the Vienna Strategy Forum.

Rita is the author of the best-selling The End of Competitive Advantage (Harvard Business Review Press, 2013) and the upcoming Seeing Around Corners: How to Spot Inflection Points in Business Before They Happen (Houghton Mifflin Harcourt, Sept. 2019). She has written three other books, including Discovery Driven Growth, cited by Clayton Christensen as creating one of the most important management ideas ever developed.

Rita is a highly sought-after speaker at exclusive events around the globe, including the Global Peter Drucker Forum and various CEO summits. She regularly contributes articles and perspectives in business-oriented publications such as Fast Company, The Wall Street Journal, and Fortune. One of the most published authors in the Harvard Business Review, Rita’s writing includes the breakthrough article “Discovery Driven Planning” (1995).

Her work is often cited in the press, including The Wall Street Journal, The New York Times, The Washington Post, The Financial Times, CNN Business, and NPR’s Marketplace. She has been rated one of the 25 smartest women to follow on Twitter by Fast Company and was voted HR Magazine’s “Most Influential International Thinker.”

Rita is the founder of Valize, a company focused on helping organizations go beyond innovation theater by developing tools to implement the Discovery Driven Growth approach.

Previously in her career, Rita served as an IT director, worked in the political arena, and founded two startups. She received her Ph.D. from the Wharton School (University of Pennsylvania) and has degrees with honors from Barnard College and the Columbia School of International and Public Affairs. She is married and is proud to be the mother of two delightful grownups. For more information, visit RitaMcGrath.com.

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Michael Meltz EXECUTIVE VICE PRESIDENT, CORPORATE STRATEGY EXPERIAN

Michael Meltz is Executive Vice President of Experian responsible for Group Global Strategy. He plays a critical role driving Experian’s global growth agenda, shaping portfolio strategy through organic and inorganic moves, fostering innovation across the business, and collaborating with key external strategic partners. Michael joined Experian in 2012, and is based in New York City.

Michael is a member of the Board of Directors of Finicity (www.finicity.com), a leading financial data services and technology company.

Before joining Experian, Michael was a Senior Equity Research Analyst at J.P. Morgan covering the Information Services and Media industries. He was recognized as a leading analyst in the Institutional Investor survey as well as a top stock picker in The Wall Street Journal’s “Best on the Street” survey.

Michael earned a BBA degree with Distinction from the Goizueta Business School at Emory University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute.

Victoria Montgomery-Brown CO-FOUNDER AND CHIEF EXECUTIVE OFFICER BIG THINK

Victoria R. Montgomery-Brown is CEO and co-founder of Big Think, the knowledge company that makes people and companies smarter, faster through short form video with the world’s best thinkers and doers.

Since founding Big Think in 2007, Victoria has built the company from a fledgling thought-leadership media platform to the leading knowledge company for ideas and soft skills with a monthly audience of 40MM. As CEO, Victoria oversees and directs strategy, fundraising, and investor relations. She is also responsible for Big Think’s strategic partnerships with global 5000 companies including initiatives with Shell, Intel, Merck, Mercer, Pfizer, Microsoft, HP, Electronic Arts, and Citi; for co-branded content creation with MSNBC, The Washington Post, and the Kellogg School

31 of Management at Northwestern University; and licensing agreements with educational institutions and corporations including Harvard Business School, University of Toronto’s Rotman School of Management, Pearson, and McGraw Hill, among many others. Victoria has built an extraordinary team and leads with authenticity, directness, and care.

Prior to founding Big Think, Victoria was a producer at Charlie Rose and ran his business development. Victoria was nominated for an Emmy in 2005 for an interview she produced on Ted Turner.

Victoria has a BA from McGill University and an MBA from Harvard Business School.

Kimberly Moorehead SENIOR VICE PRESIDENT, STRATEGY, INNOVATION & RESEARCH AARP SERVICES, INC.

Kimberly manages the Strategy, Innovation and Research team within ASI, which collaboratively develops insights-driven strategies for people 50-plus. Kimberly joined ASI in November 2011, with extensive experience in product development and marketing strategy for such organizations as Wells Fargo, Washington Mutual and GE. She’s a graduate of the University of Virginia and University of Michigan Ross School Of Business.

J. Andrew (Drew) Murphy SENIOR VICE PRESIDENT, STRATEGY AND CORPORATE DEVELOPMENT EDISON INTERNATIONAL

Drew Murphy is senior vice president of strategy and corporate development for Edison International. He is responsible for managing the strategic planning process for Edison International and its subsidiaries and oversees the analysis of emerging trends in the industry and their impact on Edison’s regulated utility and competitive businesses. In this role, he has responsibility for advancing strategic initiatives and assessing new opportunities that are key to achieving business growth and long-term shareholder value for the company. He also oversees the competitive businesses of Edison International including Edison Energy. Edison International is the parent company of Southern California Edison, one of the nation’s largest

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utilities, and Edison Energy Group, a subsidiary composed of a variety of non-regulated businesses in the energy sector.

Prior to joining Edison International, Murphy was senior managing director of Macquarie Infrastructure and Real Assets, where he headed the utilities, energy and power team in North America. His team was responsible for identifying new investment opportunities and the management of existing investments in the regulated utility, power generation and midstream energy industries.

Previously, Murphy served in a number of senior executive positions at NRG Energy, Inc., including executive vice president, Strategy and Mergers & Acquisitions; executive vice president and president, Northeast Region; and executive vice president and general counsel.

Murphy was also a partner in the law firm of Hunton & Williams LLP, where he worked in the New York, London and Washington, D.C offices leading the global energy, infrastructure and project finance practice.

Murphy earned a bachelor’s degree from Harvard College in 1983 and a juris doctorate degree from George Washington University in 1987, where he was a member of the George Washington Law Review.

Steve Nordlund VICE PRESIDENT AND GENERAL MANAGER BOEING NEXT

Steve Nordlund is vice president and general manager of Boeing NeXt, a business division building the ecosystem that will define the future of urban, regional and global mobility. He oversees the development of Boeing’s next- generation mobility platforms, including cargo and passenger air vehicles and passenger-carrying hypersonic aircraft.

Since joining Boeing, Nordlund has held business development and strategy leadership positions across the enterprise. Most recently, he was vice president of Boeing HorizonX, a strategy organization and venture fund that invests in early-stage startups. He also served as the director in Boeing Commercial Airplanes’ Business Development group, and led business development activities for multiple military aircraft programs.

33 Nordlund played an early-stage role in launching Insitu, Inc., shaping the market for the ScanEagle and Integrator unmanned aerial systems. Prior to joining the aerospace and defense industry, Nordlund held sales and marketing positions at IBM and was the chief information officer for Embry-Riddle Aeronautical University.

Nordlund is chairman of the Board of Directors of SparkCognition, an artificial intelligence and machine learning technology leader and is a member of the Board of Directors for the Association for Unmanned Vehicles Systems International (AUVSI). He serves on the Board of Trustees of Embry–Riddle Aeronautical University in Daytona Beach, Florida and of Whitfield, a private independent school in St. Louis, Missouri.

Nordlund has a Bachelor of Science degree in aviation management from Embry-Riddle Aeronautical University and a master’s degree in business administration from the University of Florida.

Rod O’Reilly EXECUTIVE VICE PRESIDENT AND PRESIDENT OF SOFTWARE & ANALYTICS CHANGE HEALTHCARE

Rod O’Reilly serves as Executive Vice President and President of Software & Analytics at Change Healthcare Corporation. He served as President of Health Systems Enterprise Solutions at McKesson Provider Technologies, LLC. Prior to joining Change Healthcare, Rod served as President of MHS from October 2014 to the closing of the Transactions in March 2017. Prior to that position he led the portfolio management, mergers and acquisitions and integrated planning as the Senior Vice President of Strategy and Business Development for MTS from March 2013 to October 2014. Rod also served as President of McKesson’s Health Systems Enterprise Solutions from 2010 to 2013. Prior to that, he was President of the Enterprise Medical Imaging Group from 2008 to 2010. He joined McKesson in 2002 through the acquisition of A.L.I. Technologies, where he had served as Vice President of Operations since 1998. He holds an MBA from The University of British Columbia from 1986 to 1988 and BBA from Simon Fraser University.

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William (Bo) Reily IV PRESIDENT & CHIEF EXECUTIVE OFFICER WM. B. REILY & COMPANY

Bo Reily is President & CEO of Wm. B. Reily & Company, Inc., a company founded by his Great-Grandfather in 1902. It is the parent company of Reily Foods Company, which manufactures and markets coffee, tea, sauces and dressings and many private label brands for major retailers. Starting in route sales and marketing management for the family foods business, he branched out into innovative new spaces to expand the company into more diverse businesses and geographies.

In 1985, FleetCor/Fuelman (FLT-NYSE) was his first participation in a visionary investment. He worked to build the company from an Information and Payment Processing idea into what is now the newest company in the S&P 500.

Over the decades Mr. Reily became an angel investor, one standout is Aluminum Technologies Inc. As Board Chairman and financier, the company has perfected the Clay-to-Aluminum process, producing higher purity Aluminum with 1/3 the energy needs, while using domestic clay as raw materials. The waste byproduct is Pozzolan (Roman Cement) a hydrophobic, lightweight superior concrete that lasts for millennia. The process produces half the CO2 as current methods and no toxic waste, it could potentially disrupt the worldwide Aluminum and Building Materials industries. Another investment is in the G2 LNG export terminal, which is located on his property in Southwest Louisiana and will be online in 2021.

Bo created evamor Products, LLC. from Abita Springs Water Company in 2004, a company that he built from a regional home/office bottled water producer that was destroyed by Hurricane Katrina. The pivot from a regional direct delivery business into a national brand of Naturally Alkaline Artesian Water was the logical evolution of the bottled water business.

Currently, he is also redeveloping the company’s legacy offices, factories, and warehouses in New Orleans, into new condominiums, historic renovation apartments, boutique hotels and Short-Term Rental Locations.

Mr. Reily received a BA in History from Tulane University in New Orleans, Louisiana and continues to learn from history through investing, developing, marketing and manufacturing.

35 John Roselli GENERAL MANAGER, BOSE HEALTH BOSE CORPORATION

John Roselli is general manager of the Health Division at Bose Corporation, focused on helping consumers and patients reach their fullest human potential by living healthier, more engaged lives. As head of the division, John oversees all aspects of the Health business including its main product categories: Bose Sleep and Bose Hear.

Since joining Bose in 1995, John has served in a variety of director-capacities across product development and product lines in the company’s Consumer Electronics Division. His current role, as the executive of the newly formed Health Division, is concentrated on hearing health and sleep. Bose Health is headquartered in Bose’s newest corporate office location in Boston, MA.

John has over thirty years of product development, commercialization and leadership experience, including over twenty years at Bose in product development and business management. Prior to joining Bose, John led product-engineering at Textron Automotive and worked as an engineer at Verizon (formerly GTE).

John holds an MBA from Worcester Polytechnic Institute, and an M.S. and B.S. from the College of Engineering at the University of Massachusetts-Lowell. He is also a graduate of the Bose Leadership Institute.

John is married with three children and resides in Massachusetts.

Andrew Russell PRESIDENT AND CHIEF EXECUTIVE OFFICER PUBLIC MEDIA GROUP OF SOUTHERN CALIFORNIA

Andrew Russell is President & CEO of the Public Media Group of Southern California, which includes the PBS flagship station for Los Angeles. Russell is a 25-year veteran of public broadcasting, having held leadership positions at PBS, the Corporation for Public Broadcasting, and PBS SoCal.

Russell came to Southern California to build the PBS stations serving Greater Los Angeles and Southern California. Named CEO of PBS SoCal in 2015, Russell drove rapid growth in

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membership and revenues, increased its content distribution, and forged new partnerships with major Southern California arts and cultural institutions. PBS SoCal quickly became the third-most-watched PBS station in the country.

In 2018, PBS SoCal merged with KCETLink Media Group to form the Public Media Group of Southern California, and Russell was named its President and CEO. The historic merger created an organization with three content brands (PBS SoCal, KCET and Link TV), seven local broadcast channels and one national satellite channel, and a nationally recognized, award-winning content production team.

Russell previously spent six years at PBS, and 14 years at the Corporation for Public Broadcasting (CPB). He is credited with re-shaping PBS’s primetime strategy, leading the creation of PBS’ renowned Ready to Learn service for pre-school children, helping to protect public television funding from being eliminated by Congress in 1994, and significantly growing PBS revenues as the leader of PBS Ventures. Russell is also recognized for leading innovation in public media, and he is responsible for creating PBS Distribution, which distributes PBS programs on digital and home video platforms. He also launched PBS’ mobile business and built partnerships with tech and digital giants including Google, YouTube, Amazon, Netflix and Apple.

A California native, Russell holds an MBA from Stanford University and an MPA from Princeton University’s Woodrow Wilson School of Public and International Affairs, and is a graduate of the University of California, Davis. He serves on a number of boards including America’s Public Television Stations, serves on the CEO Roundtable at UC Irvine, and is an Emmy award winning producer.

Andres Sadler CHIEF EXECUTIVE OFFICER, GLOBAL BUSINESS SERVICES WOLTERS KLUWER

Andres Sadler is the CEO of Global Business Services at Wolters Kluwer, a $5B software, information services and publishing company focused on professionals. In this role, Mr. Sadler leads corporate-wide efforts in technology, strategic sourcing, operational excellence and back-office processes.

Prior to this role, he was the Senior Vice President, Corporate Strategy and Operational Excellence at Wolters Kluwer

37 leading initiatives to drive growth, innovation and operational efficiencies. Before joining Wolters Kluwer, Andres Sadler spent over 10 years in consulting as a Partner at Accenture and as a Principal at Booz, Allen & Hamilton advising Media and Entertainment companies both in the US and Latin America.

Mr. Sadler holds a Master’s Degree in Business Administration from Harvard University and a Bachelor’s Degree from Tufts University. Mr. Sadler is originally from Argentina and lives with his family in New York.

Saugata Saha CHIEF FINANCIAL OFFICER, S&P GLOBAL MARKET INTELLIGENCE AND S&P GLOBAL PLATTS S&P GLOBAL

Saugata leads finance for two of S&P Global’s data and benchmark products divisions: S&P Global Market Intelligence and S&P Global Platts.

In prior roles at the company, Saugata led financial planning & analyses (FP&A) and corporate strategy for the company; managed operations and finance for the global technology group; led M&A integration efforts for a major acquisition; and managed strategy & business development at S&P Global’s Ratings division. Saugata joined S&P Global in 2014 as head of strategy and business development for the Ratings division.

Previously, Saugata was a consultant at McKinsey & Co.’s New York office where he led client engagements focused on developing corporate and financial strategy and on improving operations across a range of industries, with particular emphasis on financial services.

Before joining McKinsey, Saugata spent seven years at The Godrej Group, a $4 billion diversified conglomerate in Mumbai, India. At the Godrej Group, Saugata led sales teams, supply chain re-engineering projects, and corporate strategy and business development.

Saugata holds a bachelor of science degree in Economics, with Honors, from St. Xavier’s College in Kolkata, India; a post-graduate diploma in Management from the Xavier Institute in Bhubaneswar, India; and a master of business administration degree from Harvard Business School, where he was a George F. Baker Scholar.

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Meghan Scanlon GENERAL MANAGER, UROLOGY & PELVIC HEALTH BOSTON SCIENTIFIC

Meghan serves as General Manager for Boston Scientific’s (BSC) Urology & Pelvic Health (UroPH) division, a $1.2B business (FY 2018). In her role, Meghan drives the division and pipeline strategy, commercial plans and tactics to deliver near, mid and long-term financial results. She has overall responsibility for global commercial execution through multiple sales and marketing teams. As General Manager she also leverages cross-franchise and cross-functional knowledge from various industries to influence complex business decisions. Prior to her role as GM of the UroPH Division, Meghan served as the Global VP of Marketing for the Endoscopy Division, a $1.8B business (FY 2018) from 2014 until 2018.

Prior to joining BSC in 2014, Meghan worked for 14 years in marketing within the Sports Medicine and Arthroscopy division of Johnson & Johnson, where her last role at J&J was as Worldwide Vice President, Marketing, Sports Medicine. Earlier in her career, Meghan worked as a mechanical design engineer at The Gillette Company.

In her role, Meghan demonstrates a strong commitment to developing talent whilst reinforcing the importance of employees driving their own career development. She is a strong advocate for accelerating the development of diverse leaders and works as a mentor to many of BSC’s top talent.

Meghan has an MBA and an MSME from Massachusetts Institute of Technology and a BSME from Tufts University.

Meghan lives in Duxbury, Massachusetts with her husband Tom and her two young children James and Brooke.

Doug Shapiro FORMER CHIEF STRATEGY OFFICER TURNER (WARNERMEDIA)

Until recently Doug Shapiro was executive vice president and chief strategy officer at Turner, a division of WarnerMedia, and member of the Turner Executive Committee. In this role, he headed the Corporate and Data Strategy functions, with responsibility for extending Turner’s long-term competitive position (identifying and communicating new trends and

39 business models; raising uncomfortable questions; helping assess potential acquisitions and strategic investments; and coordinating activities across Turner’s business and functional units) and developing the tools, platforms and processes to enable data-informed decision making throughout the organization.

Prior to that position, Shapiro was the senior vice president of International and Corporate Strategy at Time Warner Inc. In this role, he helped drive Time Warner’s global strategy and business development initiatives across the company’s diverse line of media businesses. From 2008 to 2013, he headed the Time Warner Investor Relations group, overseeing the development and execution of the company’s investor relations initiatives, formulating investor messaging and serving as the primary contact for Time Warner with the investment community. During this period, Time Warner’s Investor Relations group was named as one of the top IR groups in Media several times by Institutional Investor magazine and TWX stock more than doubled (+120%), substantially outperforming the S&P 500 and peer group.

Before joining Time Warner in 2007, Shapiro was a senior analyst at Banc of America Securities from 1999 to 2007. He covered the Cable and Satellite TV and Media Conglomerate sectors and was the head of the Media and Telecommunications research team. He was ranked as one of the top Cable and Satellite analysts by Institutional Investor magazine each year from 1997 to 2006, the last year he was eligible for voting. Before joining Banc of America Securities, he was a senior analyst at Deutsche Banc Securities.

Shapiro received a B.A. degree in economics from the University of Michigan. He holds the Chartered Financial Analyst designation.

Tim Simmons VICE PRESIDENT, OPERATIONS TRANSFORMATION SAM’S CLUB

Tim currently serves as the leader of Operations Transformation at Sam’s Club. He previously led teams in Membership and Marketing that were focused on member experience strategy and category marketing. Prior to joining Sam’s Club in August of 2015, Tim worked mainly in professional services including advertising agencies and

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consulting firms. He loves working in the innovation space. He and his team have worked tirelessly to bring about successful transformation to how we operate clubs today including Backroom transformation, checkout redesign, inventory exception management, and Tire & Battery transformation. His past experience includes work at MRM//McCann, RAPP, HP, Peppers and Rogers Group, and Ernst & Young Consulting. Tim has Master of International Studies and MBA (MOB Track) degrees from the BYU Marriott School of Management. He learned the Dutch and Russian languages, and at one point was conversational in both. He loves to learn about new cultures. Prior to his MBA, Tim was instrumental in founding International Language Programs, a successful non-profit organization serving the needs of children in Russia, Ukraine, and the Baltics. A fun fact: Tim plays a few musical instruments and currently plays and sings in the Sam’s Club house band.

Ravi Thanawala VICE PRESIDENT AND CHIEF FINANCIAL OFFICER CONVERSE

Ravi Thanawala is Vice President and Chief Financial Officer at Converse, NIKE, Inc. A career spanning across top retail brands including Burberry, ANN Inc., Nike and Converse, Ravi has led global finance, operations, and strategy organizations with a strong focus on creating consumer impact, enabling transformation and executing complex business models.

Before joining Converse, Ravi was the Vice President, Retail Center of Excellence (COE) of NIKE, Inc., where he was responsible for Nike’s Global Direct to Consumer Operations and Expert Functions centered on building industry-leading capabilities. Prior to Nike, Ravi was with ANN Inc., most recently as CFO and Senior Vice President of Corporate Operations for Ann Taylor, LOFT and Lou & Grey Brands. During his formative years at ANN Inc., he championed omnichannel capabilities internationally, advocating for cross-channel adoption of key strategies and guiding transformational supply chain initiatives across five Asia-based offices.

Ravi earned his Bachelor of Science in Finance and Policy Economics from New York University’s Leonard N. Stern School of Business in 2006. He is originally from the small farming community of South Hill, Virginia, and represents the third generation of his family in the textile business.

41 G. Richard Wagoner, Jr. FORMER CHAIRMAN AND CHIEF EXECUTIVE OFFICER GENERAL MOTORS

Rick Wagoner had a 32-year career with General Motors, starting in the company’s financial staff in New York in 1977. During his early career, he served as chief financial officer for GM do Brasil, GM of Canada, and GM Europe, and then President of GM do Brasil. In 1992, Rick was named Executive Vice President and Chief Financial Officer of General Motors Corporation, during which period he also ran global purchasing and supply chain activities. Two years later, he became President of GM’s largest business, its North American Operations, and in 1998 was named President and Chief Operating Officer of the company. In 2000, Rick was elected President and Chief Executive Officer, the youngest in General Motors’ history, and assumed the Chairman’s role as well in 2003.

Since his retirement from GM in 2009, Rick has been active as a board member and advisor to many businesses and not-for-profit institutions. Among current business activities, he serves as Chair of the Board of Invesco and a board member of Aleris International, ChargePoint Inc., Excelitas Technologies and Graham Holdings. He advises a number of financial firms and auto/technology start-up businesses.

Among his not-for-profit activities, Rick currently serves on the Virginia Commonwealth University Board of Visitors and the Duke University Health System Board of Directors, and chairs the Duke Kunshan (China) University Advisory Board. He is a former Chair of the Duke University Board of Trustees.

Rick earned his B.A. from Duke University in 1975 and his M.B.A. from the Harvard Business School in 1977.

Kristy Wallace CHIEF EXECUTIVE OFFICER ELLEVATE NETWORK

Kristy Wallace is the CEO of Ellevate Network, and is responsible for executing Ellevate Network’s mission of changing the culture of business by providing professional women with a supportive community to lean on and learn from. Kristy is host of the Ellevate Podcast: Conversations with Women Changing the Face of Business and is also a regular speaker and thought leader on Leadership, Diversity, Social Entrepreneurship,

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Networking, Community Building and Entrepreneurialism. Kristy strives to support women and girls in achieving their dreams. She is an Angel Investor with Pipeline Angels, an organization creating capital for women and non-binary femme social entrepreneurs; a Member of the UN Women Global Innovation Coalition for Change; an Advisor for the 92Y Women in Power Fellowship for Rising Female Leaders; on the Advisory Council for the Villanova University Innovation, Creativity, and Entrepreneurship Institute; Co-Chair of the Leadership Advisory Board for the Girl Scouts of Greater NYC; and a Board Member at Workforce Professionals Training Institute.

Wendell Weeks CHAIRMAN AND CHIEF EXECUTIVE OFFICER CORNING INCORPORATED

Wendell P. Weeks has served as Corning’s chief executive officer since 2005 and chairman of the board since 2007. He has been a member of the company’s board of directors since 2000. As CEO, Weeks has focused on creating new growth drivers and building a bigger, stronger, and more agile company.

Weeks began his career with Corning in 1983 in the finance group. In his 36 years with the company, he has held a variety of financial, business development, commercial, and general management roles, including strategic positions in Corning’s television, specialty glass, and optical communications businesses.

In 1996, Weeks became vice president and general manager of Corning’s optical fiber business; in 2001, he was named president of Corning Optical Communications. Weeks became Corning’s president and chief operating officer in 2002. As CEO, Weeks has overseen strategic acquisitions and investments to extend Corning’s leadership and drive future growth and has played an instrumental role in numerous innovations, including Corning® Gorilla® Glass. He has earned 20 U.S. patents.

Weeks is a graduate of Lehigh University and earned a Master of Business Administration from Harvard University as a Baker Scholar. He serves on the board of directors at Merck & Co. Inc., and Amazon.com, Inc. He is also on the board of trustees for the Corning Museum of Glass.

Weeks received Harvard Business School’s 2014 Alumni Achievement Award. In 2014, he was awarded

43 the Gold Tower Order of Industrial Service Merit from Korea’s Ministry of Trade, Industry, and Energy.

Marie Wieck GENERAL MANAGER, BLOCKCHAIN IBM

In her more than 25 years with IBM, Marie has held a variety of technical and executive roles in IBM’s hardware, software, and services units. She is passionate about innovation from diverse teams and driving business impact from new technologies.

In January 2017, Marie was named into her current position as general manager of Blockchain, which is poised to transform business processes and transactions. Marie is responsible for IBM’s worldwide business including participation in the open source Hyperledger Project, our enterprise IBM Blockchain Platform, and transformative industry solutions including IBM Food Trust, TradeLens, and global payments.

Marie holds an M.B.A. from New York University, an M.S. in Computer Science from Columbia University and a B.S. in Engineering from The Cooper Union. She is a member of the Institute of Electrical and Electronics Engineers (IEEE) and the Society of Women Engineers (SWE).

Marie is on the board of Daimler AG, AnitaB.org, Charity Navigator, and co-chairs the National Association of Female Executives (NAFE) Roundtable. She is the executive sponsor of IBM’s Global Work/Life Initiative. In June 2015, Marie was named to the WITI Hall of Fame for her passionate support of women in technology. In 2016 Marie was recognized as a Women of Vision STEM Champion by NAFE.

Dr. Jerry Wohletz VICE PRESIDENT AND GENERAL MANAGER, FAST LABS BAE SYSTEMS

As vice president and general manager of FAST Labs, Dr. Wohletz heads the research and advanced technologies that underpin the products and services for BAE Systems Inc. FAST Labs’ research focuses on advanced electronics, autonomy, cyber, electronic warfare, and sensors & processing.

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Of Dr. Wohletz’s 27 years of Aerospace and Defense experience, 18 years included profit and loss responsibilities running complex organizations spanning multiple geographic locations and capturing, developing, producing, and sustaining large- scale defense programs. Prior to BAE Systems, Dr. Wohletz was a Director at ALPHATECH Inc. (MIT startup acquired by BAE Systems in 2004) where he led and developed the market leading new-to-the-world Multi-vehicle Mission Control System (M2CS®) product for autonomous airborne systems. Prior to ALPHATECH, Dr. Wohletz was a research scientist at Air Force Research Lab and at NASA’s Dryden Flight Research Center during his graduate studies. He began his career as an aeronautics engineer with McDonnell Douglas working on the F/A-18E/F aircraft design.

Dr. Wohletz holds a BS with highest distinction in Aerospace Engineering from the University of Kansas; and a MS in Engineering focused on Aeronautics and Astronauts from the Massachusetts Institute of Technology, and a Ph.D. in Estimation and Control, also from MIT. Dr. Wohletz has been recognized for his contributions to our Nation’s Defense, and was honored to be selected to serve on the United States Air Force Scientific Advisory Board.

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Ned Calder PARTNER INNOSIGHT

Ned Calder is a Partner based in Innosight’s global headquarters outside of Boston, MA, and a leader of the Industrial & Technology Solutions practice. In over a decade with Innosight, he has partnered with leadership teams of some of the world’s top companies to navigate disruptive change and transform into the next version of themselves.

Ned has extensive experience helping companies find, develop, and commercialize high-potential growth opportunities across a wide range of industries including automotive, high-tech, materials, manufacturing, aerospace, and defense. His work has enabled organizations to define and align on a unified strategy for long-term growth, develop new business models for products and services, and build the organizational enablers and capabilities required to support the transformation.

Ned is a thought leader, speaker, and author on various topics related to technology-driven industries including the future of the automotive industry, R&D, Industrial IoT, and digital services and business models. His perspectives have appeared in Harvard Business Review, Sloan Management Review, and Forbes. Two of his most recent publications include: “Building a Direct-to-Consumer Strategy Without Alienating Your Distributors” (Harvard Business Review, 2018), and “Why It’s Not Too Late to Build Your Own Industrial Internet Platform” (IndustryWeek, 2017).

Prior to joining Innosight, Ned worked with a range of science and engineering-based organizations such as NASA and Atlas Scientific. He also co-founded a number of startups including a Cambridge-based biotechnology startup that is developing biological systems for energy production. Ned holds a Bachelor’s Degree in Physics from Northwestern University and a Master of Science from the Massachusetts Institute of Technology.

47 David Duncan SENIOR PARTNER INNOSIGHT

David S. Duncan is a Senior Partner at Innosight based in Innosight’s global headquarters in Lexington, MA. He is a trusted advisor to top leaders at many of the world’s most iconic companies, helping them to navigate disruptive change, create sustainable growth, and transform their organizations to thrive for the long-term.

In his decade with Innosight he has worked with a diverse set of clients including Procter & Gamble, General Electric, Medtronic, Mercer, Coca Cola, Citigroup, and Aetna. His advisory work has focused on helping senior executives develop and execute long-term growth strategies, often with an emphasis on transformation in the face of industry disruption. David is equally involved in helping companies to institutionalize innovation capabilities through the design and deployment of a broad range of enablers. David leads Innosight’s Financial Services practice area, as well as Innosight’s practice area focused on Organizational Capabilities for Innovation and Growth.

David is a featured speaker and author on topics of innovation and growth. He is the co-author of two books and a number of influential articles, including the book Competing Against Luck: The Story of Innovation and Customer Choice (HarperCollins, October 2016), co-authored with Harvard Business School Professor Clayton Christensen. A groundbreaking book with the potential to reframe industries, Competing Against Luck is based on a simple yet profound idea: customers don’t buy products and services; they hire them to do a job. And understanding which jobs your customers need done is key to innovation success.

Duncan is also co-author of the e-book, Building a Growth Factory (Harvard Business Press, November 2012) and several Harvard Business Review articles, including “Knowing When to Reinvent” (December 2015), coauthored with CEO of Aetna Mark Bertolini, and “Build an Innovation Engine in 90 Days” (December 2014).

Prior to joining Innosight, David was a consultant for McKinsey & Company in the Boston office. David graduated Phi Beta Kappa from Duke University and earned a Ph.D. in physics from Harvard University.

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Brian Hindo PARTNER INNOSIGHT

Brian Hindo is a Partner at Innosight, where he helps companies that are facing rapid change and increasing uncertainty develop strategies for transformational long- term growth. Lately, his work has focused on companies in the consumer, media, and technology spaces, although he brings a broad range of experience across sectors, including health care, defense, and industrials. Brian has helped many leadership teams at Fortune 500 companies to make sense of ambiguous situations, align on growth and resource allocation plans, design new business models, and build capabilities to innovate more systematically.

Before joining Innosight, Brian worked in the Strategy practice at PwC where his focus was on organic growth strategy as well as commercial due diligence for private equity and corporate clients.

Brian spent several years as a writer and editor at BusinessWeek magazine, where he covered corporate strategy and innovation. Brian received an M.B.A. from Columbia Business School, and an M.S. from Columbia’s Graduate School of Journalism, where he was a Knight-Bagehot Fellow. He is also a graduate of the University of Pennsylvania, where he earned a B.A. in English and Linguistics.

C. Mark Hussey PRESIDENT AND CHIEF OPERATING OFFICER HURON

Mark Hussey was appointed President of Huron in February 2019, in addition to his role as Chief Operating Officer. As Chief Operating Officer, Mark is responsible for Huron’s operations, information technology, human resources and marketing functions. He also served as interim healthcare practice leader from January 2017 until February 2019. In this capacity, Mark returned the business to growth and developed a long-term strategy to best position this business for future success. He served as Chief Financial Officer from July 2011 until January 2017, and as Treasurer from July 2011 until February 2016. As Chief Financial Officer and Treasurer, Mark was also

49 responsible for Huron’s capital and financing strategies and the investor relations, finance and accounting functions.

Prior to joining Huron, Mark was the Chief Financial Officer for CrossCom National, LLC where he was responsible for all finance and administrative functions. Mark has also held various finance and accounting positions at North American, Information Resources, Inc., Ezlinks Golf, Inc., Dominick’s Division of Safeway, Inc., Acme Metals, Inc. and The Quaker Oats Company. His decades of experience in a variety of industries have positioned him well to advance Huron’s strategic, growth-oriented vision.

Mark is a certified public accountant (CPA), certified management accountant (CMA) and a chartered financial analyst (CFA). He holds a Bachelor of Science in Accountancy from the University of Illinois, Urbana-Champaign and a Master of Business Administration in Finance from the University of Chicago Graduate School of Business.

Mark Johnson CO-FOUNDER AND SENIOR PARTNER INNOSIGHT

Mark W. Johnson is a Co-founder and Senior Partner of Innosight, a strategic innovation consulting and investing company with offices in Massachusetts, Singapore and Switzerland, which he co-founded with Harvard Business School professor Clayton Christensen. He has been a strategic advisor to both Global 1000 and start-up companies in a wide range of industries—including automotive, health care, aerospace/defense, enterprise IT, energy, and consumer packaged goods. He has advised Singapore’s government on innovation and entrepreneurship.

Mark’s most recent work has focused on helping companies envision and create new growth, manage transformation, and achieve renewal through business model innovation, and he is a frequent writer and speaker on these topics.

He is the author of the book Reinvent Your Business Model: How to Seize the White Space for Transformative Growth (July, 2018) and coauthor of the book Dual Transformation: How to Reposition Today’s Business While Creating the Future (April, 2017), a blueprint for how successful companies can leverage disruptive change to fortify today’s business and

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create tomorrow’s growth engine. He is also the author of the best-selling book Seizing the White Space: Business Model Innovation for Growth and Renewal and coauthor of the McKinsey award-winning Harvard Business Review article, “Reinventing Your Business Model.” In addition, Mark has published articles in The Wall Street Journal, Sloan Management Review, BusinessWeek, Advertising Age, and National Defense.

Prior to co-founding Innosight, Mark was a consultant at Booz Allen Hamilton, where he advised clients on managing innovation and implementing comprehensive change programs. Before that, he served as a nuclear power-trained surface warfare officer in the U.S. Navy.

Mark received an MBA from Harvard Business School, a master’s degree in civil engineering and engineering mechanics from Columbia University, and a bachelor’s degree with distinction in aerospace engineering from the United States Naval Academy.

Mark, his wife, Jane Clayson Johnson, and their children live in Belmont, Massachusetts.

Bernard Kümmerli SENIOR PARTNER INNOSIGHT

As Senior Partner, Bernard C. Kümmerli built and leads Innosight‘s European operations. He has worked with global clients to design strategies for enduring growth, build innovation capabilities, and put in place VC-like governance system to make dual transformation happen. He has helped his clients around the world implementing breakthrough innovation techniques such as growth opportunity discovery tools, jobs-to-be-done research methodologies, and emergent strategy development processes. He is an expert in driving highly complex projects where many functions, regions, stakeholders with different cultural background and mindsets, and decision makers are involved. Bernard is a strong believer in the power of connecting rigorous analysis and strategy execution with discovery skills of associating, questioning, observing, experimenting, and networking.

Bernard writes on leadership topics including most recently co-authoring the Harvard Business Review article “Unite Your Senior Team.”

51 Bernard has been leading Innosight internal initiatives in the area of organizational design and best-in-class governance systems. He has also designed and implemented a unique “boot camp” approach that has been successfully applied by clients around the globe, an immersive team experience to drive impact through transformative innovation in an entrepreneurial setting, grounded in early alignment with top management and best-in-class expertise.

Prior to Innosight, he spent more than 10 years at Bain & Company where he was a Partner. There he worked with global organizations as well as leading private equity and venture capital firms on strategy development and implementation, change management, vision design, new product development, and M&A. After Bain, Bernard founded Spider, a consulting and investment firm specializing in innovation and growth management. There he worked closely with creative agencies and industrial design firms such as Lunar Design and Young & Rubicam from the WPP group.

Bernard regularly acts as an advisor and member of global innovation councils with top executives at large corporations to assure the successful de-risking and scaling of transformative and disruptive business models as an integrative part of ambitious growth strategies.

Bernard received his Bachelor’s Degree in fine arts (industrial design) from California College of the Arts in San Francisco and his Master’s Degree in Economics with distinction from the University of Fribourg (Switzerland). Bernard speaks fluently German, French, and English and lives with his wife and three children in the French part of Switzerland.

Moni Miyashita PARTNER INNOSIGHT

Moni partners with forward-thinking CEOs and their leadership teams on the hardest problems associated with growing their businesses, anticipating and navigating disruptive change, and staying leaders in their industries. She helps align the CEO, executive leadership team and the Board on the future growth strategy and reallocation of capital, resources and the organization required to create the next version of their companies.

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She has most recently served as a Senior Advisor to McKinsey & Company in Merger Management, where she advised partners and over 150 clients across 30 countries on transformational M&A and merger management efforts. She also helped shape the M&A agenda and supported clients in M&A strategy, execution, and integration. Prior to her advisory role at McKinsey, Moni served in a number of leadership roles at IBM. Most recently she was Vice President, M&A Strategy, Investments and Relationships at IBM where she was responsible for competitive and market insights to execute relevant and timely acquisitions aligned with their strategic and financial objectives. Most notably, she built and led IBM’s M&A integration capability over a six-year period, when executing over 75 acquisitions transformed the company into a software and services business.

In addition, Moni managed IBM’s Venture Capital (VC) investments and portfolio of 85 funds in 15 countries to help gain early access to emerging technologies and companies, and was responsible for IBM’s relationships with investment banks and venture capital firms for insights and execution of M&A. She was based out of Tokyo for over four years as Director of IBM Corporate Development Asia, where she worked with Business Unit and Country General Managers to support unique business requirements to execute M&A, divestitures, and joint ventures across the region.

Moni speaks on M&A best practices at CEO and CFO Forums, strategy roundtables, and global conferences. She served in leadership positions on the Advisory Board of Biogen, Children’s Hospital of Philadelphia’s Board of Trustees, US-Japan Council’s Board of Directors, and University of Denver Daniel School of Business’ Executive Advisory Board. She received her BS in Marketing (with Distinction) from the University of Colorado, Leeds School of Business, her MBA (beta gamma sigma) from the University of Denver, and completed the Executive Program at the Harvard Business School.

53 James H. Roth CHIEF EXECUTIVE OFFICER HURON

Jim Roth has served as Chief Executive Officer of Huron Consulting Group Inc. and Huron Consulting Services LLC, our principal operating subsidiary, since July 2009. He was elected to Huron’s board of directors in November 2009. Mr. Roth served as the President of Huron from March 2011 until February 2019. Prior to his tenure as CEO, Mr. Roth was appointed Vice President of Huron’s Health and Education Consulting segment. While serving in this capacity, he expanded the business overseas into global markets to help address the rapidly changing demands for improved health and education in emerging economies. He also served as Managing Director and Practice Leader of the Huron’s Higher Education consulting practice since the company’s inception in 2002, which grew into one of Huron’s largest businesses.

Under his leadership, Huron has been named one of Forbes’ America’s Best Employers in 2015, by Consulting magazine as one of the Best Firms to Work For in 2011, 2012, 2013, 2014, 2015, and 2016, and, for the fifth year in a row, the Huron Healthcare practice has been ranked on Modern Healthcare’s list of Largest Healthcare Management Consulting Firms. Consulting magazine named Mr. Roth one of the Top 25 Most Influential Consultants in 2009 and again 2011.

Mr. Roth was appointed to the board of Shorelight Holdings LLC (d/b/a Shorelight Education) and Keypath Education Holdings, LLC. He also serves on the board of Gift of Adoption, a not-for-profit organization focused on providing initial financial support for families that are pursuing adoption, and is a member of The Commercial Club of Chicago.

Mr. Roth received a BA in Political Science and Economics from Vanderbilt University and an MBA from Southern Methodist University.

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Pontus Siren PARTNER INNOSIGHT

Pontus is an Innosight Partner who has been based in the Singapore office for 7 years. During his tenure, he has worked across the region and has helped clients such as Johnson & Johnson, the Ayala Group, Caltex, Singtel, Manila Water and SCG address the challenges of innovation and new growth. He has worked extensively on innovation growth strategies and capabilities and regularly advises senior managers on these topics. He has worked across a range of markets, particularly in India, Singapore, Australia, China, the Philippines, UK, Turkey and Thailand. Pontus speaks and writes regularly on the topic of innovation, and he is the co-author of the Harvard Business Review article “Build an Innovation Engine in 90 Days” published in 2014 and the MIT Sloan Management Review article “The Next Wave of Business Models in Asia” published in 2016. Pontus has a keen interested in digital transformation and disruption and their impact on businesses across the world.

Prior to joining Innosight, Pontus was the CEO of a biotech company that was founded together with the Karolinska Institute in Stockholm. He has published numerous articles on cancer cachexia and sudden infant death syndrome in journals such as The British Journal of Cancer, Experimental Cell Research and Frontier in Neurology. He is also a co- author on a patent on the treatment of cancer cachexia. Before his biotech career Pontus worked for The Boston Consulting Group (BCG) in Helsinki, Stockholm, Copenhagen and Hamburg. During his five-year career at BCG, he worked across multiple industries including industrial and consumer goods, healthcare, logistics, banking, and retail.

Pontus has an MBA (honors) from the Helsinki School of Economics, MPhil (honors) from Cambridge University in International Relations, MPhil (honors) from Glasgow University in Russian and East European Studies and a BA in History from Hamilton College.

55 Josh Suskewicz PARTNER INNOSIGHT

Josh is a Partner at Innosight where he leads consulting engagements in numerous industries, specializing in healthcare and cleantech. Much of his work has focused on partnering with leadership teams to transform their organizations in response to disruptive change, with a focus on identifying high potential growth opportunities, accelerating the development of promising emerging technologies, and guiding the creation of new business models.

Josh is an accomplished teacher and lecturer, having led dozens of client workshops and keynoted innovation conferences around the world. He is the co-author of the Harvard Business Review article “How to Jump-Start the Clean-Tech Economy,” and has contributed articles on strategy and innovation to Forbes, Environmental Leader, Harvard Business Review, and a textbook on business model change.

Before joining Innosight in 2005, Josh served as a research analyst covering emerging technologies in the alternative energy, clean technology, and sustainable development sectors. He has also worked as a researcher/writer for Let’s Go Travel Guides and as a research assistant for a think tank focused on Middle Eastern history and politics.

Josh holds an honors degree in English Literature from Harvard College.

Alasdair Trotter PARTNER INNOSIGHT

Alasdair is a Partner at Innosight where he specializes in growth strategy & capabilities in financial services and data & technology enabled organizations. He works with senior level teams of Fortune 500 companies, helping clients identify high potential growth opportunities, and build the capabilities to systematically drive long-term growth. After joining Innosight in 2006, Alasdair moved to Singapore to help launch Innosight Ventures, where he focused on the investment and incubation of a portfolio of startups. In 2008, Alasdair founded Guaranteach, a startup focused on

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creating disruptive instructional solutions for the education market. Alasdair raised seed funding from Innosight Ventures and subsequent rounds of funding from The Bill & Melinda Gates Foundation and the New Schools Venture Fund. Alasdair led Guaranteach as Chief Operating Officer from 2008 until 2011, when it was acquired by Sophia Learning.

Prior to joining Innosight, Alasdair lived and worked in a variety of countries around the world including the United Kingdom, Singapore, Zimbabwe and the United States. In the US, Alasdair was a Business Manager with Capital One where he managed marketing strategy and led innovation efforts for one of Capital One’s domestic credit card businesses.

Alasdair is a frequent speaker and lecturer on the subject of strategy, innovation & entrepreneurship, and has taught a variety of classes at Stanford’s d:school, the NYU Stern MBA program and at Dartmouth’s MBA program. He is also a judge for the annual Dell Social Innovation Competition.

Alasdair has an MPHYS in physics from the University of Oxford and an MBA with Distinction from the Tuck School of Business at Dartmouth, where he was elected an Edward Tuck Scholar.

S. Patrick Viguerie MANAGING PARTNER INNOSIGHT

Patrick Viguerie was named global managing partner of Innosight in 2018, after serving as the firm’s president since 2014. He advises clients on new strategies for growth, and helps build and expand Innosight’s perspectives, range of services and capabilities for serving clients.

Before joining Innosight, Patrick was a Director at McKinsey & Company, where he was a long-standing leader of McKinsey’s Strategy Practice. Based in the Atlanta office, he led McKinsey’s Strategy Practice in North and South America for five years, and most recently created and led the firm’s Strategy and Trend Analysis Center globally.

In his 27-year career with McKinsey, the focus of Patrick’s client work was on growth, corporate strategy and organization. He has deep expertise in companies and industries experiencing change driven by disruption, high risk and uncertainty, and has worked with leading companies in a

57 range of industries, including healthcare (across the value chain), industrials, technology, and telecommunications.

Patrick is a long-time thought leader in strategy. He is coauthor of the international bestseller, The Granularity of Growth (March 2008) which focuses on how large companies can sustain growth and performance. He has also co-authored a number of articles in the Harvard Business Review, including “Is Your Growth Strategy Flying Blind?,” “Strategy Under Uncertainty,” “Deals Without Delusions,” and “The Faster They Fall.” This is in addition to his contributions to the McKinsey Quarterly, including “Extreme Competition,” “The Do or Die Struggle for Growth,” “Beating the Odds in Market Entry,” “Learning to Let Go,” and “Are You Too Focused?” He was co-leader of McKinsey’s activities on global forces, which developed the “5 Crucibles” perspective (What’s Next?) on the key forces that will shape the world in 2025, and most recently Management Intuition for the Next 50 Years.

Patrick is a frequent speaker on global forces, health care disruption, and growth strategy. He holds an M.B.A. from Harvard Business School and an A.B. in Computer Science from Dartmouth College, magna cum laude, where he was elected to Phi Beta Kappa.

Patrick is also a member of the Board of Directors and Finance Committee of the Atlanta Symphony Orchestra and he resides in Atlanta with his wife Susie. They have three sons.

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