IT SOLUTIONS FOR BUSINESS PROBLEMS
AGENDA
Wednesday, June 1, 2005
Executive Park Marriott Conference Center
Charlotte, NC

 

 
7:30AM-8:00AM REGISTRATION – Foyer
  
8:00AM-9:00AM
Salon B
PEER-TO-PEER NETWORKING/CONTINENTAL BREAKFAST
  
9:00AM-9:15AM
Salon B

    
Dee Means's bio

WELCOME
Marc Di Francisco, President, CIO Forum & Executive IT Summit

PROGRAM INTRODUCTION
Dee Means, Conference Director, Vice President of the Information Technology Charlotte (ITC) council of the Charlotte Chamber
  
9:15AM-10:15AM
Salon B

    
Evan Tegethoff's bio

KEYNOTE - "COMPLIANCE ASPIRIN:  HOW TO CURE THE REGULATORY HEADACHE"
Presented by:  Evan Tegethoff, Practice Manager, Strategic Security Solutions, Forsythe
Business Problem:  Organizations have raced to meet compliance deadlines and requirements to fulfill the multitude of information security regulations and standards. Now that compliance programs are in place, sound strategic planning becomes necessary to build a solid information security program that is streamlined, efficient and effective.
IT Solution: - Structuring the overall compliance approach
                    - Moving from manual to automated controls
                    - Moving from detective to preventive and corrective controls
                    - Documenting improvements and creating metrics
Abstract
  
10:15AM-11:00AM BREAK - VENDOR PAVILION – Carolina East & West
  
11:00AM-Noon
Session 1
Salon A
    
Mike Vogt's bio


    
Kurt Milne's bio

"ITIL IMPACT ON IT SERVICE MANAGEMENT"
Presented by:  Mike Vogt, ITIL Master's Certified, Strategic Technologies
                         Kurt Milne, Sr. Strategic Marketing Manager, BMC Software
Business Problem:  Ability to align IT & Business Units
IT Solution:  Leveraging ITIL to align IT and Business Unit (Route to Value) ITIL (IT Infrastructure Library) is the most widely accepted approach to IT Service Management. ITIL provides a cohesive, comprehensive set of best practice guidelines on all aspects of Service Management.  It aligns IT and Business by covering the complete spectrum of people, processes, products, and partners.
  
Session 2
Salon C
    
Shiraz Alikhan's bio


    
Erik Toivonen's bio


    
Michael Boykins's bio


"MANAGING THE COST AND RISK OF IT"
Moderated by: Shiraz Alikhan
, Sr. Technical Consultant, Forsythe
Panelists: Erik Toivonen, Executive Vice President, NOVA Information Systems
                 Michael Boykins, Manager of Technology Infrastructure, Outback Steakhouse
Discussion: As IT organizations have been challenged to meet business requirements with limited budgets and resources, it has become more important to effectively manage the cost and risk of IT. Learn how some organizations are integrating technology initiatives to improve availability and establish recovery processes. Practitioners will discuss how they meet and exceed business expectations while controlling costs and developing a solid foundation for business growth.

  
Session 3
Salon 1

    
Tim Donahue's bio


"THE MOBILE REVOLUTION" HAS BEGUN - ARE YOU PREPARED? MOBILIZING YOUR ENTERPRISE WITH REAL WORLD, BUSINESS APPLICATIONS."
Presented by: Tim Donahue, Vice President - Enterprise Marketing, Sprint Business Solutions
Discussion: The implementation of Wireless Applications and the Mobilization of the Enterprise. Today, more and more companies are realizing the benefits of mobile technologies. As we move into a world where the "Wireless Enterprise" is commonplace, questions continue to arise.
Abstract
  
Noon-1:15PM
Salon B

    
Ray Gibert's bio

LUNCHEON KEYNOTE – “NETWORK EVOLUTION & BUSINESS IMPACTS – EXPLORING CONVERGENCE & CELLULAR DATA”
Presented by: Ray Gibert, AVP, Director CIO-Chief Technology Office, Lucent Technology
Discussion: A dialogue with Lucent IT that outlines a strategic view of the latest trends in network technologies, such as convergence and cellular data. We'll examine convergence & cellular data and describe some views on how these impact IT infrastructure planning and ROI expectations. We'll also describe current wireless technologies and recent proposals for a National First Responder's network. These latest wireless trends have begun delivering compelling and pervasive connectivity linking people and places with business processes. We'll outline some lessons learned & share perspectives gained through interacting with peer IT leaders in North America.
  
1:15-1:45PM DESSERT – VENDOR PAVILION – Carolina East & West
  
1:45PM-2:45PM
Session 1
Salon A

    
Myron Gregorek's bio

WORKSHOP: “EXAMINING CONVERGENCE: ASSESSING FUTURE OPTIONS FOR TELECOM SERVICES & INFRASTRUCTURE”
Presented by: Myron Gregorek, Sr. Technology Specialist, Lucent Technologies
Discussion: Two local firms in partnership with Lucent Technologies will share the lessons learned & the progress to-date in creating plans for the evolution of their telecom infrastructure & services. Specifically, these projects examine current network topologies, evaluate options for transitioning voice & data networks to VOIP, & outline preliminary ROI considerations. The presentation will encourage audience participation and open discussion on how services like video conferencing, call centers, and tools to assess application or network performance or new optical & wireless network elements could be incorporated into future converged operations & planning.
  
Session 2
Salon C

    
Richard Scannell's bio

“THE EXPANDING ROLE OF DATA PROTECTION INTO CORPORATE GOVERNANCE, REGULATORY COMPLIANCE, AND ENTERPRISE VALUE PROTECTION”
Presented by: Richard Scannell, “Co-founder of GlassHouse Technologies, SVP North American Consulting, and recognized industry speaker on business issues that CIO’s are struggling with”
Business problem:  Data Protection has changed from being focused on Data Recovery to Enterprise Protection.
IT solution:  A new set of technologies combined with a need for significantly more mature processes. Historically, system failures and data loss typically resulted in lost time to market, resulting in the cost of re-work, lost opportunity and personal inconvenience. More recently, as scrutiny around data management has increased both by regulators wanting transparency in business dealings and by consumers wanting to ensure their privacy and personal information is protected, data protection has expanded in definition to cover not only recovery from data loss, but also data security, disaster recovery, and regulatory compliance.  Far from just additional cost of reproducing data, failures in data protection today can result in significant fines, brand confidence erosion and in the extreme criminal prosecution. With this shifting focus comes a need for even tighter controls and more mature processes in an area of IT all too often neglected as unsexy and of no value-add.  Data Protection is fast becoming the Achilles heel of many corporate governance and policy decisions and as such IT executives must develop a comprehensive strategy to address it and maintain it as a center of excellence.
  
Session 3
Salon 1

Glenn Wallace's bio

Susan Johnson's bio

    
Bruce Anderson's bio


    
David F. Gardiner's bio


"THE BUSINESS OF IT"
Moderated by: Glenn Wallace, Senior Manager, Infrastructure Transformation Services, Unisys Corporation
Panelists:  Susan Johnson, CIO, City of Charlotte
                  Bruce Anderson, Vice President, IT Architecture and Standards, TIAA-CREF
                  David F. Gardiner, Jr., Vice President, Architecture and Technology, Unisys Corporation
Discussion:  Economic globalization, increasing government legislation, and accelerating competition are forcing unprecedented changes in business processes. IT organizations are responding by establishing governance models that align their IT processes with business strategy, acheiving the 360-degree visability required for effective decision-making. Learn how IT governance models based on proven services delivery standards, such as COBIT and ITIL, enable IT executives to drive business changes that promote growth in today's dynamic marketplace.
  
2:45PM-3:30PM BREAK - VENDOR PAVILION – Carolina East & West
  
3:30PM-4:30PM Session 1 
Salon A

    
Peter Tippett's bio


    
Ashley Naelon's bio
"TOP 5 SECURITY DRIVERS IN 2005"
Presented by: Dr. Peter Tippett, CTO, Cybertrust
                       Ashley Naelon, Sr. Vice President, Information Security Standards and Compliance, Bank of America Corporation
Business Problem:
  • IT Security, Compliance, and Customer Trust
  • Phishing, ID Theft, and Fraud
  • Incident Response – When The Wall is Breached
  • The Future of Smartcards
  • Security Outsourcing
IT Solution: In the age of the Internet, CIO’s confront new & emerging threats, manage vulnerabilities, and comply with various regulations. This presentation will identify the top five security drivers in 2005 and propose an executive level strategy for addressing them.
  
Session 2
Salon C

    
Doug Hubbard's bio

“MEASURING RISK AND VALUING INFORMATION”
Presented by: Doug Hubbard, President, Hubbard Decision Research, Published numerous times in CIO Magazine
Business Problem: Measuring Risk and the economic impact of information value
Solution: Applied Information Economics
  
Session 3
Salon 1

    
Chuck Musciano's bio

"SUCCESS WITH MOBILE TECHNOLOGY IN THE ENTERPRISE:  MAXIMIZING ROI BY DEFINING STATEGIES FOR IMPLEMENTATION AND DRIVING USER ADOPTION"
Moderated by: Chris Jaffe, Vice President-Technology Practices, CenterPoint Solutions
                        Chuck Musciano, Vice President- Business Systems, Martin Marietta Materials
                        Sean O'Leary, Vice President-Corporate Sales, Good Technology
Business Problem: Successful deployment of mobile technology and ROI realization involves two challenges: technical implementation and driving user adoption. While implementation of mobile technologies is getting more straightforward, user adoption challenges can threaten the success of these projects and are often the defining element in realizing return on investment. Our panel will address these issues directly with lessons learned and strategies.
IT Solution: The solution to these challenges is to understand the nature of technology adoption and absorb this approach into every aspect of the planning and execution of your mobile technology deployment including aligning mobile strategy with IT objectives, defining ROI, vendor selection, implementation, and user adoption strategy. The panel will explore the nature of technology adoption, understanding how mobile technology is different and the specific implementation and adoption strategies that are critical to realizing the benefits of these technologies and maximizing return on investment.
Abstract
  
4:30PM EXECUTIVE RECEPTION
Salon B Admittance by Conference Badge or VIP Pass Only, Complimentary hors d'oeuvres and beverages
 

 

IT SOLUTIONS FOR BUSINESS PROBLEMS
AGENDA
Thursday, June 2, 2005
Executive Park Marriott Conference Center
Charlotte, NC

 
7:30AM-8:00AM REGISTRATION – Foyer
  
8:00AM-8:45AM
Salon B
PEER-TO-PEER NETWORKING/CONTINENTAL BREAKFAST
  
9:00AM-9:15AM
Salon B
WELCOME & PROGRAM INTRODUCTION
Ed Galloway, Conference Director, President, Galloway & Associates
  
9:15AM-10:15AM
Session 1
Salon A

    
Philip Morris's bio


    
Tom Freitas' bio


    
Matt Webb's bio


    
Carl Robinson's bio

"LEVERAGING REPORTING & ANALYTICS FOR STRATEGIC ADVANTAGE: 3 CASE STUDIES"
Moderated by:  Philip W. Morris, Founding Partner, Mariner
Panelists: Tom Freitas, Senior Vice President, Technology & Operations, Transamerica Reinsurance
                 Matt Webb, Vice President, Information Technology, Lash Group, a business unit of                  AmerisourceBergen Specialty Group
                 Carl Robinson, Jr., Director of Consulting, Infrastructure, and Technical Services, Duke Power
Business Problem: How 3 different people from 3 different companies have leveraged business intelligence to bring strategic differentiation, cost savings, new revenue streams or improved customer service to their companies.
IT Solution: Business Intelligence, Reporting & Analytics
Abstract
  
Session 2
Salon B

    
Daniel C. Russell's bio

    
Tim Barry's bio

    
Tom Decherd's bio
"WHERE IN THE WORLD? A DECISION-MAKING FRAMEWORK FOR CHOOSING OUTSOURCING SOLUTIONS"
Moderated by:  Daniel C. Russell, Vice President, Area Director, CIBER Carolinas
Panelists: Tim Barry
                 Tom Decherd, Director of Solutions, CIBER
                 Kevin Price, Verizon
Discussion: Onsite, offsite, onshore, offshore, nearshore – where in the world should a company turn for effective application outsourcing? Hear a panel discussion on how companies have weighed risk, price and value and impacts on cost, schedule and delivery in their decision-making process for application outsourcing.
  
Session 3
Salon 1

"WIDE AREA WIRELESS EVOLUTION AND OUTLOOK"
Presented by: Cingular Wireless
Discussion: This presentation will focus on where the wireless industry is going in terms of technologies and services that will be offered to the end users.
  
10:15AM-11:00AM BREAK - VENDOR PAVILION – Carolina East & West
  
11:00AM-Noon
Session 1

    
Martin Davis's bio


    
Jim Woodward's bio


    
Jeff Tennyson's bio


    
Jonathan Worrall's bio


    
Marshall Larsen's bio


KEYNOTE PANEL “THE CEO's PERSPECTIVE ON IT”
Moderated by:  Martin Davis, CIO, Wachovia Corporation
Panelists:  Jim Woodward, Chancellor, UNC-Charlotte
                  Jeff Tennyson , CEO, Equifirst
                  Jonathan Worrall, CEO, Mergent, Inc.
                  Marshall Larsen, CEO, Goodrich, Inc.


  
Noon-1:15PM LUNCHEON - BIRDS OF A FEATHER
Salon B One of the more significant features of the CIO Forum and Executive IT Summit is the opportunity to meet with your peers and discuss and explore solutions to common issues. To facilitate this human resource networking capability we have initiated and installed in the Forum's agenda several “Birds of a Feather” quorums. They are designed to be simple, informal and very discussion oriented. Yet at the same time they will be facilitated by an experienced professional in the subject matter field. We are confident that as an attendee to the “Birds of a Feather” you will gain maximum benefit from your presence and participation.
  
1:15-1:30PM DESSERT – VENDOR PAVILION – Carolina East & West
  
1:30PM-2:30PM  
Session 1
Salon A

    
Thomas Colbert's bio
“INTEGRATED CHANGE MANAGEMENT: MAKING THE NECESSARY REALITY”
Presented by: Thomas Colbert, Change Enablement Specialist, CSS, Inc.
Discussion:  Over the past few years we have experienced unprecedented change. Organizations are being pushed to realize full ROI for any new technology or business change.  To do so, an integrated change management approach that operates at the enterprise, division, project team, and individual level is a necessary requirement.  Yet, most organizations struggle to properly handle the human side of their change, and thus experience setbacks and even all out failure.  The best companies are addressing risks and challenges, and keeping their projects and teams on track by using a purposeful approach to enabling change that starts at inception and stays focused for the life of the project.  This session will map out a general overview of change management at each level.  Using proven approaches, tools, and case studies participants will learn what is needed to build an effective change approach that will successfully transition their organization and teams and mitigate risks that accompany the “people” side of business.
  
  
Session 2
Salon C

Brett Pharr's bio
"UTILIZING WORLD CLASS PMO PROCESSES AND GOVERNANCE TO SUCCESSFULLY CONDUCT STRATEGIC IT INITIATIVES"
Moderated by: Kevin Marrongelle, Principal, The North Highland Company
Panelists: Brett Pharr, Senior Vice-President, Bank of America
2 TBA
Discussion: Listen to proven experts describe how to ensure that technology demands align with key organizational objectives and that clear communication exists between vision and execution. The session will include an overview of current leading practices followed by real world case studies and commentary from proven industry leaders within the banking and retail sectors.
  
2:30PM-3:30PM
Carolina East & West
FINAL DRAWINGS & REFRESHMENTS SERVED IN THE VENDOR PAVILION
  
3:30PM CONFERENCE ENDS