ie. Chief Strategy Officer Summit MAY 18−19 2016 | SAN FRANCISCO Creating & Implementing Innovative Strategy dvsd df vs ABOUT THE EVENT Overview May 18 & 19, 2016 Chief Strategy Officer Summit The Palace Hotel, San Francisco, USA The main themes for this year’s discussion are: Strategic Agility #CSOSF • • M&A Strategy • Growth Strategy • Strategic Innovation • Implementing Strategy By covering the hottest topics within strategy we create a platform for senior level executives to obtain real action points and useful connections to better support their business goals. Online videos of all sessions, with integrated slides and audio will be made available to all attendees after the event. 2 SPEAKERS AT A GLANCE Speakers Confirmed Speakers Maura Sullivan, Chief Strategy & Innovation Officer, US Navy Kristine Miller, Chief Strategy Officer, eBay John Cosgriff, SVP, Strategy, UnitedHealth Group Eric Scroggins, Chief Strategy Officer, Teach for America Mark Blankenship, Corporate Strategy Officer, Jack in the Box Emmanuel Lagarrigue, Chief Strategy Officer, Schneider Electric Heather McGlinn, SVP, Strategy, Wells Fargo Daniel Costello, SVP, Strategy, NewsCorp David Ginsberg, Vice President, Intel Lisa Kimball, SVP, Strategy, MUFG, Union Bank Michael Kaplun, Vice President, Strategy, Reed Elsevier Michael McLary, Vice President, Strategy, UPS Todd Sims, SVP, Digital Strategy, AEG Worldwide Bob Kermanshahi, Head of Strategy, Siemens John Herpy, Strategy Leader, Boeing Nitin Chaturvedi, Managing Director, Google Jeff Liu, Transaction Advisory Services Leader, EY Sean Gallagher, Chief Strategy Officer, Northeastern University George Linardos, Chief Business Officer Sports Illustrated Play Todd Antonelli, Mangering Director, Strategy, Berkeley Research Group Philip Rowley, Strategy Leader, Executive Director, Berkeley Research Group Alicia Hare, Strategy Advisory Board Member, Strategy Advisory Board Adrian Coppini, General Manager, Common Wealth Bank SPEAKERS IN DETAIL Keynote Speakers VIEW FULL SPEAKER ABSTRACTS Kristine Miller Maura Sullivan Emmanuel Lagarrigue Chief Strategy Officer Chief Strategy & Innovation Chief Strategy Officer eBay US Navy Schneider Electric The Balancing Act: Staying Relevant in An Age Steaming Towards The Reactive Strategy VS Long of Digital Disruption Digital Age Term Planning No industry is immune to change in the age of Today's conflicts are wicked problems, designed to Emmanuel Lagarrigue is the Chief Strategy digital disruption. Within the last few years be managed, not won or lost, and the tools are Officer of Schneider Electric and a member of we’ve seen technology driving dramatic smaller, lighter, and faster than traditional defense its Global Executive Committee. He works changes across industries from transportation programs. The information realm is a major battle closely with the CEO, the Board of Directors to hospitality to healthcare. Companies across space and the democratization of tools once and his peers to define the company’s industries are facing the need to reinvent available only to sophisticated actors and the development priorities. Emmanuel is also in themselves or risk being disrupted by a new insertion of the private sector into realms once held charge of the Corporate Social Responsibility competitor. Finding balance between a by state actors, such as space and underwater, and the Government Affairs divisions. He also company’s heritage and future is critical in mean that frequent collisions are inevitable. This supervises several transformation projects defining a successful path forward. At eBay our discussion will look at how the US Department of impacting the company. Finally, he oversees simple, sustainable business model bringing Navy is positioning for the physical/digital Schneider Electric operations in South America. together buyers and sellers – has given us the intersection and evolving strategy to support Emmanuel currently lives in the United States. flexibility to navigate several commerce decentralized pockets of innovation and to Prior to his current assignment, Emmanuel revolutions. This presentation will examine the incorporate technologies such as advanced Lagarrigue has held multiple operational and top trends changing the face of commerce manufacturing, unmanned systems, and emerging general management positions within Schneider today, highlighting how eBay is reacting to each analytic capabilities. Electric in Europe, South America, Asia and the while staying true to our core purpose. United States. SPEAKERS IN DETAIL Keynote Speakers VIEW FULL SPEAKER ABSTRACTS Michael McLary Mark Blankenship Eric Scroggins Vice President, Strategy Corporate Strategy Officer Chief Strategy Officer UPS Jack in the Box Teach for America Efficient and Effective Why Strategy Execution Bigger and Better Strategy: Implementing Fails Simultaneously: The Change In A 100 Year Exponential Growth Of TFA Old Company and lessons learnt. Jason serves as head of global strategic Why strategic execution fails: look first at ready, Over 15 years, Teach For America became the planning for the Banana Republic brand inside willing and able. Too often the strategy room stops top employer of top college graduates across the portfolio of Gap Inc., the largest American with a battle plan, not an organization strategic schools from Yale to Berkeley to Duke to specialty apparel retailer with annual revenue engagement plan. Winning is compromised by Williams and the largest recipient of exceeding $16 billion. In this role, he leads focusing on a destination with corresponding results philanthropic support in K-12 education in the development of Banana Republic’s consumer and plans. At Jack Inc the focus includes a deeper nation. Few nonprofit organizations reach the value proposition and global expansion plans, dive on the brands’ ability to ignite and sustain scale and impact of Teach For America, while also serving on Gap’s Corporate Diversity strategic intent from the front-line employee up, not particularly at the pace it has grown. This & Inclusion Council. Mr. Schmitt was previously the CEO or brand president down. In this session session explores the lessons learned scaling a selected for the Chicago Council on Global Mark will discuss how Jack drives strategic social enterprise that is channeling a generation Affairs Emerging Leaders Program and Crain's engagement and execution across the organization’s of nation’s most talented and diverse young Chicago Business “40 Under 40” list. He eco-system by using a three-pronged alignment leaders toward transforming public education. earned an A.B., magna cum laude from approach. Harvard College and J.D., cum laude from Harvard Law School. SPEAKERS IN DETAIL Keynote Speakers VIEW FULL SPEAKER ABSTRACTS Heather Mcglinn Lisa Kimball SVP Strategy Michael Kaplan SVP Strategy Global Head of Strategy Wells Fargo MUFG, Union Bank Reed Elsevier Using Strategic Planning Creating Simple And Shifting From Features And And Performance Seamless Simultaneous User Products To A Solutions Management To Accelerate Experiences: How Wells Oriented Business – Why Do Post-Merger Integration Fargo Is Leading The Industry It, And What Does It Take In Omnichannel The integration of merging organizations presents Over the past 18 months R&D Solutions has Digital innovation and customer expectations a familiar set of challenges. Ms. Kimball leveraged been undergoing a transformation from a have changed what “anytime, anywhere, strategic planning and performance management product focused business to a Solution oriented anyhow” means. Learn how Wells Fargo has processes to accelerate the integration of business to accelerate our growth. This evolved its omnichannel strategy to technology and operations teams at BTMU-Union transformation is fundamentally changing the simultaneously leverage high tech and high Bank. She will share the approach and tools that way we serve our customers, and the way we touch methods to deliver exceptional brought the senior leadership team together, and operate as a company with impact felt across experiences and business outcomes. in turn enabled the entire organization to mobilize product development, sales capabilities, around the new normal. There were clear marketing strategy and technological missteps in addition to the successes and the innovation. The objective of the presentation is lessons learned will resonate for organizations to share the rationale for jump-starting this that are in transition as well as those that want to transformation, key pillars that have guided our take their performance to the next level. success and challenges to avoid for other tech/ data oriented businesses seeking top-line growth. Usually I’m exhausted at the end of a “ presentation. This time, I’m energized! 7 3 SCHEDULE AT A GLANCE Schedule Day 1 Day 2 Key CHECK IN 07:30 Check in 07:30 Check in An opportunity to check yourself into the event and meet other leaders in your industry ahead of the day 08:30 Keynotes 08:30 Keynotes KEYNOTES Listen to actionable case studies largely brought to you by Fortune 500 companies 10:30 Coffee Break 10:30 Coffee Break COFFEE BREAK & LUNCH 11:00 Keynotes 11:00 Keynotes A chance to sit down, network and connect with decision makers within the industry NETWORKING DRINKS 1:00 Lunch 1:00 Lunch A more relaxed environment in which to engage with all attendees and gain valuable connections 2:00 Keynotes 2:00-3:30 Keynotes SUMMIT END 3.00 Coffee Break 4:00 Keynotes 5.30 Networking Drinks 813 I can say hands down, you guys do the finest “ job