PTCE- Conference at a glance

IT SOLUTIONS FOR BUSINESS PROBLEMS
AGENDA
Wednesday, May 4, 2005
Hilton Valley Forge Hotel & Conference Center
King of Prussia, PA

7:30AM-8:00AM	REGISTRATION – Foyer

8:00AM-9:00AM Franklin Salon	PEER-TO-PEER NETWORKING/CONTINENTAL BREAKFAST

9:00AM-9:15AM	WELCOME
Yvonne Cook's bio Peter Julian's bio	Marc Di Francisco, President, CIO Forum & Executive IT Summit Yvonne Cook, President, SIM Philadelphia Chapter PROGRAM INTRODUCTION Peter Julian, Conference Director, Sr. VP & CIO (Ret.), Crown, Cork & Seal

9:15AM-10:00AM Dan Mehan's bio	KEYNOTE ADDRESS – “FAA TAKES THE OFFENSIVE ON CYBER DEFENSE – AGENCY’S ANDROID’ AIMS TO EMULATE RESILIENCE” Presented by: Dan Mehan, CIO, FAA Discussion: The Federal Aviation Administration (FAA) maintains, operates, and regulates the largest and most complex aviation system in the world. The FAA’s goals are to increase safety, provide for greater capacity in the airspace, demonstrate international leadership, and be a model of organizational excellence. Effective management of a vast and complex web of information about aircraft, weather, runway conditions, maintenance facilities, navigational aids, and a myriad of other elements in the National Airspace System (NAS) is paramount to realizing these goals. This emphasis on information management brings with it a need to ensure that data is neither corrupted nor disrupted as it is shared across today’s interconnected world. To secure its cyber infrastructure, the FAA has developed and is implementing an android model for cyber defense that emulates one of the most resilient systems in the world—the human body. In my keynote, I will explain the six principal elements of the android cyber defense model and discuss the manner in which the model uses, but also augments, past approaches to cyber defense. I will also outline the challenges and opportunities associated with using this model to provide a balanced defense for the types of cyber attacks expected over the remainder of this decade.


10:00AM-11:00AM	BREAK - VENDOR PAVILION – Ritten House Ballroom

11:00AM-NOON
Session 1	"REALITY IT - REAL ISSUES, REAL ANSWERS, REAL RETURNS"
Hancock Salon Jerry Smith's bio Bob Butler's bio	Moderated by: Jerry Smith, Ph.D, CTO, IPR International Panelists: Bob Butler, CIO, Hay Group Business problem: You cannot meet the short Recovery Time Objectives and Recovery Point Objectives your operation requires, comply with all the regulations and assure your Officers and Boards that you can recover data if you are using tape. Here how some Philadelphia Regional companies have solved their backup and recovery problems, reduced cost and achieved peace of mind. IT solution: IPR's comprehensive suite of solutions to protect data throughout it's lifecycle.....from laptops and servers through long-term archiving, DATAGUARDIAN LT and DATAGUARDIAN and OPTIGUARD protect and preserve information.

Session 2	"BUILDING THE CUSTOMER BRIDGE"
Adams Salon Graham Tasman's bio George Marshalek's bio Chris Tomlinson's bio	Moderated by: Graham Tasman, Director, Virtus Partners Panelists: George Marshalek, VP of Information Services, Children’s Hospital of Philadelphia Chris Tomlinson, Senior Customer Services Consultant, Children’s Hospital of Philadelphia Business Problem: IT Departments need to carefully consider more effective and sustainable ways to understand and best serve their customers. One way to do this is through Customer Solutions Organizations (CSO) that supports IT’s efforts to: become more customer driven, strengthen business and IT collaboration and provide innovative solutions Most IT functions have this as a need and an opportunity. IT Solution: Creating a Customer Service Organization (CSO) builds a valuable bridge between IT and the business functions with a focus on strong customer service and enhanced business results. Abstract

Session 3 Dunhill Kelly Williams bio	"WIDE AREA WIRELESS EVOLUTION AND OUTLOOK" Presented by: Kelly Williams, Executive Director for Core Strategies, 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. Topics include UMA, IMS, video streaming, point to point video, music, convergence, etc. In addition, it will briefly touch on the network integration efforts underway at Cingular Wireless in order combine the legacy Cingular network with the AT&T network.

NOON-1:00PM	LUNCHEON KEYNOTE – “NETWORK EVOLUTION & BUSINESS IMPACTS – EXPLORING CONVERGENCE & CELLULAR DATA”
Franklin Salon Ray Gilbert's bio	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.

1:00PM-1:30PM	DESSERT – VENDOR PAVILION – Ritten House Ballroom

1:30PM-2:30PM
Session 1
Hancock Salon Myron Gregorek's bio	“EXAMINING CONVERGENCE: ASSESSING FUTURE DIRECTIONS & OPTIONS FOR TELECOM SERVICES & INFRASTRUCTURE” Presented by: Myron Gregorek, Sr. Technology Specialist, Lucent Technologies & SIM Chapter Members

Session 2	"LEGAL & REGULATORY ISSUES FACING IT: PROTECTING PRIVACY"
Adams Salon Ken Mortensen's bio Peter E. Sand's bio	Presented by: Ken Mortensen, Esq., Sr. Advisor for Privacy & Security, US Dept. of Homeland Security Peter Sand, Esq., Director of Privacy Technology, US Dept. of Homeland Security Discussion: This session looks at two facets of privacy law: civil corporate law issues and governmental issues. The governmental portion will look into modern ideas and needs for privacy in the public sector. A background for incorporating privacy into governmental operations will be discussed with reference to appropriate statutory and regulatory guidelines, including the Privacy Act of 1974, the E-Government Act of 2002, others. The second portion will concentrate on the civil privacy issues including SOX, GLBA, HIPAA, and general privacy law. In addition, it will look into the potential for liability for not protecting personal information, such as the Choicepoint and LexisNexis consumer information disclosure scandels.

Session 3 Dunhill Gijo Mathew's bio Thomas Kuczynski's bio Timothy O'Rourke's bio	"SECURITY & THE BUSINESS PLAN" Moderated by: Gijo Mathew, CISSP, Director - Global Security Practice, Computer Associates International Panelists : Thomas Kuczynski, VP & CIO, Philadelphia Gas Works Timothy O'Rourke, VP Computer & Info. Svcs., Temple University

2:30PM-3:30PM	BREAK - VENDOR PAVILION - Ritten House Ballroom

3:30PM-4:30PM
Session 1	“IT CHALLENGES WITHIN THE PHARMACEUTICALS"
Hancock Salon Mark Hess's bio Robert J. Knecht bio Perry Cozzone bio	Moderated by: Mark Hess, President, Weston Technology Management Group Panelists: Robert J. Knecht, CIO, Cephalon Perry Cozzone, CIO, Colorcon Tom Loane, CIO, Teva Discussion: The pharmaceutical industry is undergoing tectonic change. Driven by government regulations and oversight, increased competition and cost pressures, CIOs are striving to achieve the balance between compliance and sound IT management practices. This session will examine the forces driving the industry, the key IT management and technology challenges they present and how experienced CIOs are addressing them.

Session 2	“IT CHALLENGES WITHIN THE FINANCIAL INDUSTRIES”
Adams Ed Barrett's bio Bill Morgan's bio Fred Coia's bio	Moderated by: Ed Barrett, EVP & CFO, Leesport Financial Panelists: Bill Morgan, CIO, Philadelphia Stock Exchange Fred Coia, CIO, Wilmington Financial

Session 3 Dunhill Peter Tippett's bio	"TOP 5 SECURITY DRIVERS IN 2005" Presented by: Dr. Peter Tippett, CTO, Cybertrust 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 4 Washington Rm Dave Ellard's bio	"THE EXPANDING ROLE OF DATA PROTECTION INTO CORPORATE GOVERNANCE, REGULATORY COMPLIANCE, AND ENTERPRISE VALUE PROTECTION" Presented by: Dave Ellard, Former CIO for EMC and Boston Scientific, SVP Corporate Development, Glasshouse Technologies, Inc. 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.


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

IT SOLUTIONS FOR BUSINESS PROBLEMS
AGENDA
Thursday, May 5, 2005
Hilton Valley Forge Hotel & Conference Center
King of Prussia, PA

7:30AM-8:00AM	REGISTRATION – Foyer

8:00AM-9:00AM	PEER-TO-PEER NETWORKING/CONTINENTAL BREAKFAST


9:00AM-9:15AM	WELCOME
Franklin Salon Tom Egan's bio	Marc Di Francisco, President, CIO Forum & Executive IT Summit PROGRAM INTRODUCTION Tom Egan, Conference Director, Executive Director, Business Technology Center, West Chester University

9:15AM-10:00AM	"CIO BEST PRACTICES"
Franklin Salon Suzanne Fairlie's bio Jason Glazier's bio Bruce Fadem's bio Thomas Murphy's bio	Moderated by: Suzanne Fairlie, President, ProSearch, Inc. Panelists: Jason Glazier, Ph.D., Sr VP & CTO & E-Commerce Officer, Lincoln National Bruce Fadem, VP & CIO, Wyeth lllllllllllllllllThomas H. Murphy, SVP & CIO, AmerisourceBergen Discussion: Our speakers will discuss the issues you face in the new era of CIO’s, with changing boards, changing organizational structures, changing business issues ( SOX, security, privacy, etc.) , global concerns, out sourcing, and of course, major technological changes.

10:00AM-11:00AM	BREAK VENDOR PAVILION – Ritten House Ballroom

11:00AM-Noon
Session 1 lllllllll Hancock Salon	"CHANGING THE CONVERSATION - PARTNERING FOR A TRULY AGILE COMPUTING STRATEGY"
Stewart Hair's bio	Presented by: Stewart Hair, Director of Strategic Managed Solutions, EDS, EDS-Sun Alliance Discussion: Is demand for change overwhelming you? Is your ability to implement change too slow? Are you missing opportunities? Can IT really help? How can you reduce traditional IT maintenance costs to free up funds for innovations and business improvements? What should you focus on - consolidation, application rationalization, automation, virtualization, utility, business process improvement? We believe all of it is important. But mostly, it's important to start with a plan that is flexible and resilient to change. This will not be theoretical discussion of what could be - we will provide you with practical steps you can start with today - defining your desired future state, developing a transformation roadmap and executing to a referenced architecture. And with the latest innovations this journey can even be self-funding.


Session 2 Adams Salon Howard Sundwall's bio Laura Scott's bio Andre Duncan's bio Autumn Bayles's bio	“IT CHALLENGES WITHIN MID SIZED COMPANIES” Moderated by: Howard Sundwall, CIO, CTDI Panelists: Laura Scott, VP & CIO, Carpenter Technology Corp. Andre Duncan, CIO, F. Schumacher Autumn Bayles, CIO, TastyKake Discussion: Much of the buzz surrounding CIO level issues and concerns focuses on big companies: large projects, large staffs and large budgets. By contrast, this session will concentrate on the viewpoint of the mid-size company CIO. What unique factors effect IT performance and issues in mid-cap companies? Are opportunities for innovation, staffing, the strategic value of IT, even career management, different at a mid-size firm? A panel of three experienced CIOs – from Tastycake, Carpenter Technology and F. Schumacher – will provide perspective on a variety of topics, with plenty of opportunity for audience participation

Session 3 Dunhill	"INTEGRATED CHANGE MANAGEMENT: MAKING THE NECESSARY REALITY"
Thomas Colbert's bio	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.

Noon – 1:00PM	"THE STRATEGIC VALE OF IT: CEO/CIO PERSPECTIVES"
Franklin Salon Charles Pizzi's bio Autumn Bayles bio	Introduction: Tom Egan, Executive Director Business Technology Center, West Chester University Presented by: Charles Pizzi, CEO, TastyKake Autumn Bayles, CIO, TastyKake Discussion: Charlie and Autumn will discuss the Strategic Value of IT from the perspective of both a CEO and a CIO. Charlie and Autumn will talk about the advantage of technology and their own experiences from Tasty Baking.

1:00PM-1:15PM	DESSERT – VENDOR PAVILION – Ritten House Ballroom

1:15PM-2:15PM
Session 1	“THE DEVELOPING ROLE OF THE CIO”
Hancock Salon Peter Julian's bio Yvonne Cook's bio John Loftus's bio Rich Alexander's bio	Moderated by: Peter Julian, Sr. VP & CIO (Ret.), Crown, Cork & Seal Panelists: Yvonne Cook, President, SIM Philadelphia Chapter John Loftus, CTO, SafeGuard Scientifics Rich Alexander, President & CEO, Alexander Associates Discussion: As the challenges facing CIO's continue to explode including the constant technology landscape expansion and from growing IT Business collaboration gaps how will these and other issues be addressed by the future or "Developing Role of the CIO". What leadership, functional and/or technical qualities should the CIO possess?. How should or will the CIO be viewed in the Corporate structure, as an enabler, tactician, strategist or a combination of capabilities? These and other issues will be addressed by this distinguished panel of successful CIO's with a variety of enterprise wide background and experience.

Session 2	"SOX: WHAT IS REAL?"
Adams Salon CJ Rhoads's bio Raymond Melcher's bio Jean Wahl's bio John Kruglinski's bio	Moderated by: CJ Rhoads, College of Business, Kutztown University Panelists: Raymond Melcher, Former CEO, Leesport Financial Corp. Jean Wahl, Director of Information Technology, Arrow International, Inc. John Kruglinski, Tax Director, Lucent Technologies Discussion: CIOs in public (and many private) companies have been dealing with the operational effects of the Sarbanes-Oxley Act. This panel is composed of a CEO, a CFO, and a COO in order to give technology leaders an unencumbered look into how the other C's in the Executive Leadership team view SOX. What are expectations for CIOs? How involved are they in the planning and implementation process for SOX? How does information technology get integrated into the process? What can CIOs do to be considered "part of the team" in meeting SOX deadlines?


2:30PM-3:30PM	"WHERE'S IT REALLY GOING"
Franklin Salon	Moderated by: Steve Andriole, Thomas G. Labrecque Professor, Villanova University
Stephen Andriole's bio John Carrow's bio Peter Whatnell's bio Art Stephens's bio	Panelists: John Carrow, CIO, Unisys Peter Whatnell, CIO, Sunoco Art Stephens, CIO, Commonwealth of Pennsylvania Discussion: Everyone assumes that IT will change dramatically over time. Some see this is the result of "commoditization." Some see it as the result of pressure placed on IT to become more "strategic." Some see it as just evolution, as the natural progression of a field. The panel will explore where we expect to be in three to five years. It will assess just how radical the changes will be, what the business technology relationship will look like, how IT will be measured going forward, and the skills sets necessary to optimize business technology investments. The panelists will describe their perspectives on the velocity and trajectory of change and then field questions from the audience.

3:30PM-4:00PM	FINAL DRAWINGS & REFRESHMENTS SERVED IN THE VENDOR
Ritten House	PAVILION
Ballroom

4:00PM	CONFERENCE ENDS

(Materials contained are for Marketing purposes only. Speakers, topics, etc. are not in final form and are subject to change.)