PTCE:- Advisory Council

"IT SOLUTIONS FOR BUSINESS PROBLEMS"
AGENDA
Wednesday, April 30, 2008
Dolce Valley Forge Hotel & Conference Center
Philadelphia, PA

7:00AM-8:15AM	REGISTRATION – Foyer

7:00AM-8:15AM	PEER-TO-PEER NETWORKING/CONTINENTAL BREAKFAST

8:15AM-8:30AM Franklin Dan Falkenstein’s bio Peter Julian’s bio	WELCOME Marc Di Francisco, President, CIO Forum & Executive IT Summit Dan Falkenstein, President, SIM Philadelphia Chapter & CIO, Reliance Standard Life Insurance Company PROGRAM INTRODUCTION Peter Julian, Conference Director, Sr. VP & CIO (ret.), Crown Cork & Seal

8:30AM-9:30AM Franklin Bob Suh’s bio	HIGH PERFORMANCE IT 2008: THERE’S NO SUBSTITUTE FOR SUBSTITUTION Moderated by: Bob Suh, Former Chief Technology Strategist, Accenture Discussion: Enterprise IT is in a phase of major change, propelled by technology already in the consumer and enterprise domain. Accenture’s recent High Performance IT research, launched in January of this year shows that most innovation in technology, and resulting business innovation enabled by technology, will be driven by existing technology, not new or breakthrough technology. Technology readiness is not an issue. But the adoption of technology is an issue. In his presentation, Bob Suh, will discuss how Consumer Internet companies have raised expectations around user experience, participation, mobile access and real time responsiveness. He will share the corporate implications of a new trend Accenture is seeing called “user determined computing” – users bringing technology in to the enterprise based on their experiences outside the enterprise to meet a business need. This trend is occurring in most enterprises and is circumventing firewalls and other corporate restrictions and is one CIOs cannot ignore.

9:30AM- 10:15AM	BREAK – SOLUTIONS EXCHANGE PAVILION

10:15AM-11:15AM Session 1 – Adams Dan Falkenstein’s bio Yvonne Cook’s bio Peg McManus’s bio Brian Simmermon’s bio	“STRATEGIC ALIGNMENT – ALIGNING IT WITH BUSINESS” Moderated by: Dan Falkenstein, CIO, Reliance Standard Life Insurance Company Panelists: Yvonne Cook, Dir. Corporate Technology, Towers Perrin Peg McManus, Associate Dean, School of Arts & Sciences, LaSalle University Brian Simmermon, CIO, Subaru America Discussion: For the past several years and literally throughout the world the alignment of IT and business arguably has been and continues to be the number one IT challenge. Who better experienced to address this issue then a panel of ranking CIO leaders from a broad range of technical backgrounds with in depth business savvy? This panel will take a fresh view of approaches to tackle this problem including training scenarios for all levels of both IT and business management as well as the cross fertilization of personnel from the technical and functional sectors of the enterprise. The exciting and rather controversial topic and its panelist will urge audience comments if not debates.

Session 2 – Hancock Robert Lahr’s bio Ray Gilbert’s bio Donald F. Martin’s bio Brendan O'Malley's bio	“FUTURE TRENDS IN IT – EMERGING TECHNOLOGIES” Moderated by: Robert Lahr, Director, Information Infrastructure, Pennsylvania State System of Higher Education Panelists: Ray Gilbert, President & Co-Founder, ICTkeynote & Former AVP for IT Collaboration, Lucent Donald F. Martin, Vice President & CIO, Armstrong World Industries Brendan O'Malley, CIO, Tasty Baking Company Discussion: Your’ company has recently decided to acquire a competitor and to relocate to a new facility. Do you move what you have or do you take advantage of the opportunity to implement new technologies? Join this panel experienced decision makers for a discussion of topics including the emerging directions of infrastructure, services and processes. Are they Web-based? Web 2.0? How are they sourced? Are there regulatory issues? Is the infrastructure carrier-based transport, wireless, or 700 MHz; Internet or Internet-2; IPv6? Are services provided by Microsoft or Google? What is the workspace in 2010? Do IT people have the right skills? How are they getting them? Is the skills gap triggering more and more outsourcing?

Session 3 – Harrison Eric Offenberg's bio Rob Karel's bio	“DATA GOVERNANCE: WHAT WORKS AND WHAT DOESN’T” Moderated by: Eric Offenberg, Worldwide Product Marketing Manager, Optim, IBM Panelists: Rob Karel, Principal Analyst, Forrester Research Discussion: The demand for trusted information continues to spiral upward, driven not only by investments in CRM, ERP, SCM, BI, and data warehousing, but also next-generation strategic initiatives in master data management (MDM) and information-as-a-service (IaaS). The cross-enterprise complexity of these emerging business requirements have led to an obvious yet often ignored fact: Technology is only part of the solution. Until you understand and embrace data governance, your information management initiatives won't deliver their promised value. Effective governance requires defining organizational roles and responsibilities, including ownership of the processes and policies by which information is captured, maintained, and consumed. In this session we will explore best practices and shared learnings for implementing effective governance strategies, while avoiding costly mistakes.

11:15AM-12:00PM	BREAK – SOLUTIONS EXCHANGE PAVILION

12:00PM-1:00PM Session 1 – Adams Marc Helberg’s bio Gregory Flay's bio Gary Fling’s bio	“SUSTAINING IT GOVERNANCE DURING A MERGER OR ACQUISITION – HEADACHES AND HEARTACHES” Moderated by: Marc Helberg, Principal, The North Highland Company Panelists: Gregory Flay, Director IT Strategy, NRG Energy Gary Fling, VP Info. Management, Endo Pharmaceuticals, Inc. Irving Tyler, Former CIO, IMS Health Discussion: If your organization hasn’t just gone through a merger or acquisition (and whose hasn’t), then it’s probably part of your growth strategy, or you might be the target of one soon. This panel of IT leaders will share their own experiences with M&A approaches in their organizations, and its impact to the IT organization. Discussion will focus around M&A from an IT governance and IT organization sustainability perspective including things successful approaches for navigating the IT function to success, as well as things to avoid and general lessons learned. In this session we will touch on topics involving people, processes and technology, to better understand how to be successful during M&A activity.

Session 2 – Hancock Jack Pond's bio Tom Loane's bio Larry Liss bio	“INNOVATION – ITS IMPACT ON THE ENTERPRISE” Moderated by: Jack Pond, CIO, Montgomery County Panelists: Tom Loane, CIO (Ret.), Teva Larry Liss, CIO, Blank Rome LLP Discussion: Notwithstanding the growing interest in IT people management and leadership, on the going and ever present issue for IT to create “Innovation” for profitable impact on the enterprise, remains. The panel represented by both public and private sector will proceed through a typical “Innovation” scenario including technology introduction, analysis selection, cost/benefit and finally management proposal. Recognizing the variety of innovative processes that exist, audience involvement and comments will be solicited.

Session 3 – Harrison Paul Gilson's bio Nehal Trivedi's bio William H. Wellen's bio	“FUTURE TRENDS IN IT – APPLICATION DEVELOPMENT” Moderated by: Paul Gilson, SIM Philadelphia Member Panelists: Anthony Gold, Board Member & Officer, Open Solutions Alliance Nehal Trivedi, SVP & CIO, Title Resource William H. Wellen, Director IT Corporate Applications, Endo Pharmaceuticals, Inc. Discussion: How we handle aging applications is becoming a hot topic. A company recently was told its version of the ERP (database), while meeting all current needs of the company, was no longer supported. The vendor is demanding $3 million dollars as payment to continue use of the upgraded license. Do you find an alternative? Join this panel of experienced practitioners for a frank discussion on topics such as SaaS, replacing aging ERPs, build vs. buy, in-house vs. outsourced, Open Source, ASPs, Web 2.0 tools and techniques, value of messaging and social networks.

1:00PM-2:45PM Franklin Arthur Allen’s bio John Connor’s bio	LUNCHEON KEYNOTE – “DEMYSTIFYING BUSINESS SERVICE MANAGEMENT & CONFIGURATION MANAGEMENT DATABASES (CMDBs)” Moderated by: Arthur Allen, CEO, ASG Software Panelists: John Connor, CTO, ASG Software Carol Delbene,Dir. IMA, IM Data Architecture, Johnson & Johnson Others TBD Discussion: Please join ASG CEO Arthur Allen, and CTO John Connor, to learn how companies are successfully approaching Business Service Management (BSM) and Configuration Management Databases (CMDBs). ASG will share recently completed market research and feedback from their meetings with over 100 CIOs in how they are successfully demystifying BSM and CMDB. In addition, ASG will be joined by one of their BSM clients in this informative panel discussion. Learn first hand how to make it work for you.

2:45PM-3:30PM	DESSERT – SOLUTIONS EXCHANGE PAVILION

3:30PM-4:30PM Session 1 – Hancock William Morgan’s bio John Repko’s bio Fred Coia’s bio	“MEETING A CEO’S EXPECTATIONS” Moderated by: William Morgan, EVP & CIO, Philadelphia Stock Exchange Panelists: John Repko, CIO, Covance Fred Coia, CIO, Wilmington Financial Discussion: Historically paramount to an effective IT organization is the “leadership” that guides its people, Process and technology. This distinguished panel of IT Leaders will share both tried and proven techniques as well as those leadership disciplines that they suggest for today’s rapidly changing IT Landscape and most importantly what are the expectations of CEO’s/related of CIO’s. Further dialogue with audience participation will include the different challenges an IT leader faces with subordinate, peer, and ultimately executive management. The perennial topic of interest and its treatment by this panel promises to deliver several practical “take always” by the attendees.

Session 2 – Harrison Alan Guibord’s bio	“WORKSHOP: “JUMPSTART YOUR CAREER – A WORKSHOP DEDICATED TO YOU AND YOUR CAREER” Facilitated by: Alan Guibord, Chairman & Founder, The Advisory Council and former CEO, Computerworld, and former CIO, R.R. Donnelley & Sons Workshop: This executive session is designed to be a group learning experience based on career management challenges. This workshop will include a group work session based on actual career situations. Each group will present its findings, followed by open discussion and sharing of ideas. In addition, the actual results of the situation will be presented. Learn from the experts as well as your peers. Take a huge leap towards enhancing your career.

4:30PM Franklin	EXECUTIVE RECEPTION Admittance by Conference Badge or VIP Pass Only, Complimentary hors d’oeuvres and beverages

IT SOLUTIONS FOR BUSINESS PROBLEMS AGENDA
Thursday, May 1, 2008
Dolce Valley Forge Hotel & Conference Center
Philadelphia, PA

7:00AM-8:15AM	REGISTRATION – Foyer

7:00AM-8:15AM	PEER-TO-PEER NETWORKING/CONTINENTAL BREAKFAST

8:15AM-8:30AM Franklin Thomas Egan's bio	WELCOME Marc Di Francisco, President, CIO Forum & Executive IT Summit PROGRAM INTRODUCTION Tom Egan, Conference Director & CIO, Immaculata University

8:30AM-9:30AM Franklin Iain Gray's bio	OPEN SOURCE SOFTWARE: A POWERFUL MODEL FOR INNOVATION AND VALUE Presented by: Iain Gray, VP, Global Support Services, Red Hat, Inc. Business Problem: Driving innovation and value across the enterprise with open source IT Solution: Open Source Discussion: For more than a decade open source and Linux have helped to significantly transform the economics of IT. Fueled by an enduring collaborative model, it has had far reaching affects on the value of enterprise computing and innovation. In his talk, Iain Gray, Vice President, Global Support Services at Red Hat, will draw on the needs of today's CIOs and map the adoption of open source in the enterprise. As we look ahead, hear how Red Hat is helping customers realize better performance from development to deployment, not just through Linux, but through a deeper open source strategy.

9:30AM-10:00AM	BREAK – SOLUTIONS EXCHANGE PAVILION

10:00AM-11:00AM Session 1 - Adams Peter Sjoberg’s bio Richard Ward’s bio	“APPLICATIONS OF A SERVICE ORIENTED STORAGE SOLUTION” Moderated by: Peter Sjoberg, Director, Americas NAS & Business Continuity Solutions, Hitachi Data Systems Panelists: Rich Ward, Director Technical Services, Philadelphia Stock Exchange Karl Barth, Director Systems & Operations, Fox Chase Cancer Center Business Problem: The struggle to manage an ever-growing storage environment IT Solution: Service oriented storage solutions Discussion: In today’s data center, the struggle to manage an ever growing storage environment is well known. A key challenge is to create a solution that provides the variety of services required by the business, allow it to scale as business scales and, of course, spend less to manage than last year. In the storage industry, this is known as a *Service Oriented Storage Solution.* In this session we will learn more about how a service oriented storage solution is constructed and how it can be applied to your data center. In addition a panel of three end users of a service oriented storage solution will talk about their experiences and answer your questions about applying this to your data center.

Session 2 - Franklin Brendan O'Malley's bio Eloise Young’s bio Mark Stocksdale’s bio	“CAREER DEVELOPMENT – BUILDING A WINNING TEAM” Moderated by: Brendan O’Malley, CIO, Tasty Baking Panelists: Eloise Young, CIO, Philadelphia Gas Works Mark Stocksdale, Director US Applications Architecture, AstraZeneca Pharmaceuticals Discussion: Through proven experiences both functional/technical and from the excellent mix of this panel’s talent, a variety of approaches to IT career development and building a winning team will be shared. Specifically the panel will address such traits as IT versus business knowledge, educational needs; natural opposed to developed working styles what constitutes leadership and team management qualities. From these traits and other factors the panel will link them to identifiable steps in establishing individual career and organizational goals. The panel will encourage participation from the audience for a large portion of this sessions allotted time.


Session 3 - Harrison Ed Graham's bio	VERSATILE BREAKOUT Moderated by: Ed Graham, VP Sales Eastern Region, Versatile Systems


11:00AM-11:15AM	BREAK – SOLUTIONS EXCHANGE PAVILION

11:15AM-12:15PM Session 1 - Adams Thomas Egan's bio Stephen Fugale’s bio Kenneth G. Fulmer’s bio Kurt J. Williams's bio	“FUTURE TRENDS IN IT – ENTERPRISE ARCHITECTURE” Moderated by: Dr. Thomas A. Egan,CIO, Immaculata University Panelists: Stephen Fugale, CIO, Villanova University Kenneth G. Fulmer, CTO, Sunoco, Inc. Kurt J. Williams, SIM Member, Philadelphia SIM Chapter Discussion:What should an Enterprise Architecture be? What should it deliver applications or technology, services or infrastructure? Is the infrastructure commoditized? Is SOA anything but a marketing ploy? Join this panel of veteran practitioners for their insight on these and other topics including pay as you go, virtualization/consolidation, SAN, SPAM, PDAs, mobility, anytime any where access, security, role of the Internet/Internet 2 and the carriers, Net Neutrality, value of wikis, blogs and social networks, and business continuity.

Session 2 – Franklin Dave Kelble’s bio Joseph M. Tait’s bio Pamela M. Paul’s bio	“USING IT TO CREATE AND DELIVER VALUE” Moderated by: Dave Kelble, Director Information Technology, MobileXusa; SIM Philadelphia Board Director Communications Chair Panelists: Joseph M. Tait, Head of IT for NMS Labs and past president SIM Philadelphia Kenneth C. Canham, SIM Philadelphia Board & Director, CIO Roundtable Pamela M. Paul, Vice President of Technology, Jones Apparel Group Discussion: The topic of creating and delivering value has been at the center of CIO conversations for quite some time. In the past, conversations centered on to whom the CIO should report or was IT Strategic (able to deliver sustained competitive advantage) or operational (keep the lights on, business continuity). Now emerges new solutions that threaten the CIO’s domain. Google sites offering online applications including e-mail, wording processing and spreadsheets promising to ease the sharing of all sorts of information including videos and presentations, and Amazon.com providing storage over the Net and promising a serve enabling the leasing of processing power over the Web. How does the CIO keep their job? How do they deliver value? How do they measure that value? How does the CIO tear down the wall and communicate? Does the CIO have a role in defining what key IT applications companies will use? Join this panel of experienced CIOs for a provocative discussion on these and other topics.

12:15PM-1:30PM Franklin Darwin John's bio	LUNCHEON KEYNOTE – “GROOMING THE NEXT CIO” Presented by: Darwin John, Former CIO, Scott Paper; LDS Church, FBI Discussion: Will speak to the realities of today and the requirements of the role of CIO going forward which will be both more complex and require more leadership capability. Beyond that he will speak to the "call to action" for those of us in the field, if we are to be responsive. This call to action will be about leadership that can deliver the basics of IT in a flawless manner. It is about earning ones way into the inner circle of leadership of the enterprise with earned trust, respect and credibility. It is about leading change in ones self and others. Therefore what must we do or do differently. This will include proactive approaches to the transformation required between where we are and where we must be. Finally, will be a period of dialog with the attendees to explore, challenge, probe and test concepts presented.

1:30PM-2:00PM	DESSERT – SOLUTIONS EXCHANGE PAVILION

2:00PM-3:00PM Franklin Stephen Andriole's bio Peter Whatnell's bio John Carrow's bio Neil McCarthy’s bio	CLOSING KEYNOTE – “IT TRANSFORMATION: LIFE OUTSIDE OF THE FIREWALL” Moderated by: Stephen Andriole, Management & Operations Dept., Villanova School of Business, Villanova University Panelists: Peter Whatnell, CIO, Sonoco Inc. John Carrow, SVP Strategic Accounts, Unisys Corporation Neil McCarthy, VP & CIO, Wawa, Inc. Discussion: As the closing Keynote for the conference this panel of renowned IT visionaries will look forward and discuss the issues facing CIOs including changing technology delivery models, software-as-a-service (SaaS), Web 2.0, virtualization, open source software integration, thin clients and life outside of the firewall. Additional topics will focus on new organizational structures, new reporting relationships, the rise of the business relationship manager, master data management for business intelligence, predictive analytics and alternative sourcing models. Ultimately, the panel will discuss the evolution of the corporate platform toward the Internet platform – to computing and communications outside the firewall.

3:00PM	FINAL DRAWINGS & REFRESHMENTS SERVED IN THE SOLUTIONS EXCHANGE PAVILION