Strategic Planning Innovation Achieve Business Objectives

May 21 & 22, 2015 Hyatt Regency San Francisco

Speakers

• VP, Content Strategy & Acquisition, Ancestry.com • Director, Global Product & Portfolio Strategy, Astrazeneca • SVP, Strategy & Portfolio Mgmt, Global R&D, PepsiCo • Manager, Strategic Planning, NASA • Director, Content Strategy, Alcatel-Lucent • Strategy, Architecture & Standards, Ministry of Justice • Senior Director, Strategy, US Cellular • Vice President, Global Strategy, Gap Inc. • President, Electronic Arts • Director, Strategic Planning, Fedex • Head of Strategic Planning, Novartis • Senior Vice President, Mortenson Construction • Manager, Online Strategy & Planning, Estee Lauder Companies • Chief Strategy Officer, FileRight • Global Strategy Lead, Google • Director, Strategic Planning, Kaiser Permanente • Former Strategy Execution & Transformation, Target & more - check out the full line up here

Speakers

Past Delegates Include

• Chief Strategy Officer, Xerox

• VP, Corporate Strategy, PayPal

• Head of Strategy, HSBC

• VP, Strategy, GlaxoSmithKline

• Director, Global Strategy, Wrigley

• Sr Dir, Strategy, Boeing

Who Will You Meet?There is no question that IE. provides the gold standard events in the industry and will connect you with the decision makers. You will be meeting senior level executives from major corporations and innovative small to medium size companies.

Job Title Of Attendees

President /Principal

SVP/VP

C-Level

Snr. Director /Director

Global Head / Head

Snr. Manager /Manager

Academic (1%)

78%

Company Size Of Attendees

8%

11%

25%56%

1000+ Employees300-999 Employees50-299 EmployeesLess than 49 Employees

81% Attendees are

companies with at least 300 employees

3%

21%

12%

42%

13%

8%

Attendees are at Director level or above

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Speaker Information

Strategic Planning Innovation Summit brings together thought leaders from the world’s most respected companies, creating an open forum for strategy discussion. Spanning all industries, it is an ideal environment for cross-pollination of ideas, satisfying your intellectual curiosity and finding proven solutions to real-

life challenges. Learn about setting objectives and making informed decisions, while remaining agile and extending value creation. From exploratory case studies to interactive panel sessions, you are guaranteed to walk away with a wealth of strategic acumen. To secure your place at the summit, register now.

About The Summit

Petrick M. Adams is a Director of Strategy Planning and Analysis for FedEx Information Services. Adams’ role involves strategy development and execution for FedEx’s information technology division, a key corporate function repesenting thousands of team members around the globe, and consisting of numerous applications, data centers and support processes that enable the FedEx mission. On a day to day basis, Adams helps to develop strategic technology solutions for FedEx Corporation.

Petrick Adams Director, Strategy Planning and Analysis FedEx

Strategy Innovation through Partnership

In the fast paced environment of global business, mobile technologies, and ever-expanding expectations of customers, clients, and stakeholders, developing and sustaining innovation is key to success. How you encourage and promote a culture of innovation, especially during strategic planning, is always a critical topic for any leader. One often overlooked path to innovation is deep partnerships and healthy relationships with your internal and external business and functional partners.

After initially joining Qantas in Group Strategy, Kieran Duck is now Strategy Manager in Qantas Engineering as it undergoes one of the most significant changes in its history. Over the past twenty years he has worked on strategy and transformation projects across a range of industries including financial services, technology start-ups, consumer electronics, transport and defence. Kieran brings a unique perspective that combines traditional strategic analys is with des ign th ink ing and a deep understanding of what is required to effectively implement changes.

Kieran Duck Manager, Strategy Qantas

Transforming an Icon: The Role of Strategic Thinking in the Qantas Turnaround

After enduring the most competitive and challenging environment, and biggest financial loss, in its 94 year history, Qantas has now returned to profitability faster than analysts expected. This transformation has reduced costs while at the same time improving operational performance and customer satisfaction. Using this recovery as a backdrop, this presentation will highlight the importance of clear and concise strategy and the significant role strategic thinking throughout the organisation plays in complex turnarounds.

Speaker Information

Elliot Rawls is Senior Director of Strategy and Corporate Development for Chicago-based, U.S. Cellular Corporation, a wireless carrier with close to 6M subscribers and over $4B in revenue. His team’s responsibilities include strategy development and assessment, strategic long range forecasting, enterprise risk management, and short and long-term business analysis. He’s also overseen the strategic and financial evaluation of numerous acquisition and divestiture opportunities.

Elliot Rawls Senior Director, Strategy & Corporate Dev US Cellular

How Strategy Formulation Gets Integrated into the Formal Strategic Planning Processes

Elliot dives into this presentation by confronting all strategists have to face - the annual strategic-planning process. For the better part of a year, strategists collect financial and operational data, make forecasts, and prepare lengthy presentations with the CEO and other senior managers about the future direction of the business. Elliot relates how we can avoid frustration and actually get something back from this expensive and time-consuming process.

John joined Mortenson Construction in 2011 and serves as Senior Vice President of Strategy & Development. He works with Mortenson's Operating Groups and Senior Leaders—in addition to Customers and Trade Partners—to create new businesses and strategies. John oversees Mortenson's Research and Strategic Marketing functions. Prior to Mortenson, John worked as an entrepreneur and a VP at Centex Homes.

John Ohman Senior Vice President, Strategy & Development Mortenson Construction

Scenario Planning for an Uncertain Future

Strategic Planning can fall into the trap of meticulously preparing for a future that might never exist. The end result is a logic and static declarations that do not stand the test of time. It is difficult for larger organizations - and experienced operators- to truly question their assumptions about what the future holds.

The 30 minute session will describe the process and outcomes. It will also address some of the challenges including getting senior leaders comfortable with an indirect path to strategy formation and the ambiguity it initially creates.

Daniel Jones VP, Content Strategy & Acquisition Ancestry

Lead content acquisition and strategy for Ancestry.com across all geographies. Innovative and versatile senior manager, strategic thinker with extensive experience initiating developing and managing digital projects and programmes in both the public and private sectors. I have a successful track record of growing income and identifying significant operational benefits and changes, throughout my career.

Creating Content & Strategy Globally

Half the issue with creating anything is what you are creating. Do you stop and take time to think about your content? Daniel walks us through how he leads content acquisition and strategy for Ancestry.com across all geographies.

Speaker InformationCasey Berman Chief Strategy Officer FileRight

As Chief Strategy Officer, Casey Berman leads FileRight’s corporate planning, spearheads its business and corporate development approach and helps steer its overall brand strategy. He is also Managing Director of the boutique San Francisco investment bank, Berman Capital. Casey joined FileRight from Schireson Associates, a strategic management consulting firm. He previously served as VP Operations and In-House Counsel at Workshare, a document comparison and security software company.

Creating Content & Strategy Globally

Casey presents 'OKR’s' - This was first coined by VC John Doerr and used at Google, it’s a way to measure goals and give structure to quarterly goals.

Iris Yen Vice President, Global Strategy Gap Inc.

Iris Yen is Vice President of Corporate Strategy and Business Development for Gap Inc. where she is responsible for enterprise, portfolio, and operating strategy, as well as consumer insights. She has been driving the company’s global and digital growth efforts. Iris has a broad range of skills with more than 15 years experience and expertise in retail merchandising, strategic operations and digital/e-commerce innovation. Since joining Gap Inc. in 2003, Iris has served in progressive and key leadership roles.

Developing a Global Strategy in a Fast-Moving World

In this presentation we will look at how to develop a ‘global strategy’, and distinguish between three forms of international expansion that arise from a company’s resources, capabilities and current international position. We must start at home, build and then expand. This presentation will break down how Gap were successful in doing so and why.

Mike Almeraris Global Strategy Lead Google

At Google, I focus on product corporate strategy and partnerships for new and emerging platforms as it relates to Search and Mobile. This includes analyzing competitive market and landscape analysis, understanding changing consumer trends, planning go to market strategies and commercializing O&O properties. In my prior role at Google, I consulted hoteliers, OTAs and casinos on brand marketing strategy and e-commerce focused sales goals. Before Google I was a financial analyst and trader for equities, options and structured products with UBS Investment Bank and Rydex. I am currently a 2015 MBA candidate at the UCLA Anderson School of Management.

Speaker Information

Lead content and social strategy for interactive platform connecting 1.3M associates in 4,000 Walmart Stores. Direct cadence and editorial flow in alignment with key stakeholders in Public Affairs, Marketing, Merchandising, People and other functions.

Shane McLaughlin Senior Manager, Content & Social Walmart

Secrets to Successful Social Enterprise

If done right, your internal social platform is a hotbed of ideas, innovation and culture. If done wrong, it’s a site no one uses. Learn how we created meaningful and beneficial connections that inspired our people and drove business success.

Professional Experience: I'm a Director in the Global Product & Portfolio Strategy division of AstraZeneca. Previously, I was a Senior Manager / Associate Director in the Corporate Strategy & Portfolio Management division of MedImmune (a member of the AstraZeneca Group) for 3 years. Prior to MedImmune, I spent 5+ years as a corporate and government strategy/management consultant, executing 25+ advisory assignments across multiple industries.

Kerun Bindra Director, Global Product & Portfolio Strategy AstraZeneca

Corporate Healthcare Strategy

Kerun walks us through his ultimate goal at Astrazeneca: to aspire to build, manage, and ultimately lead an innovative, technology-driven, healthcare-focused organization committed to addressing critical unmet patient needs.

Christine Cioffe SVP, Strategy and Portfolio Mgmt, Global R&D PepsiCo

Working closely with Global Business leaders, Sector and R&D leaders to accelerate delivery of incremental, profitable innovation across PepsiCo.

Responsible for: establishing and ensuring delivery of innovation priorities; balancing sector business needs with available financial and talent resources; establishing process, governance and tools for managing the innovation portfolio and decision making on resource tradeoffs.

Working Closely With Global Business Leaders, Sector & R&D Leaders

As part of a strategy team we all work closely with Global Business leaders, Sector and R&D leaders to accelerate delivery of incremental, profitable innovation across our companies. At PepsiCO it is exactly the case. In this presentation we learn how to do it; what to do and what no to do! What do our managers/directors/CEOs expect from us and what can we expect from them.

Speaker Information

Laura Rehfeld is a Director of Strategic Planning at Kaiser Permanente. She applies her energy and expertise to bring clarity to the dynamic health care industry. She leads KP’s Affordability strategy and developed a framework to define, measure, and inspire actions that lower the cost of care for Americans. As a strategist, her unique qualities are deep collaboration with SMEs on the front end of planning, surfacing and testing novel ideas, and inspiring her team to generate

Laura Rehfeld Director, Strategic Planning Kaiser Permanente

Strategy in a New Market

In 2014, Kaiser Permanente offered health plans on the new public health insurance exchanges. The strategy and expected competitive position was, in some states, dramatically different than what occurred. I will share a brief overview of the new health exchanges, the linkages to KP’s affordability strategy, and how strategic planning and execution will change going forward.

Lead strategy and planning for Middle East & Africa at Uber. Enabling entrepreneurs to create successful small businesses around the world. Check out our impact in South Africa: https://www.youtube.com/watch?v=IHTqI5ttpAM

Nate Anderson Manager, Strategic Planning, MEA & Africa Uber

Global Expansion With Local Impact

Nate may not be speaking about local impact on wildlife or agriculture but nevertheless the impact he will be walking through will be crucial to guiding you through expanding globally.

Alicia Hare Former Senior Group Manager, Strategy Execution Target

Alicia Hare is an authentic, global leader of enterprise-wide strategy and strategic transformation. Grounded in a deep belief that we can all be “Leaders of Strategy,” her innovative approach to strategy combines an end-to-end methodology for strategy development and execution with fostering the cultural commitment and organizational capabilities required to inspire and enable people to make change happen. Over the past decade, this well-founded but practical approach to strategy has helped her lead strategy and deliver results in diverse industries like retail, telecommunications, media, energy and non-profits and with C-suite and senior leaders across organizations in the U.S. and abroad.

The Power of Purpose: How Purpose-Driven Strategy Can Lead to More Value than just Financial Results

The strategy profession has spent the past 50 years mastering the playbook for how to drive financial growth. But, in this era of disruption, is financial growth the real end game? Or to paraphrase leadership expert Simon Simek, is financial growth really just fuel to a better destination? This session will explore how to use your strategy to realize a more human-centered purpose that delivers real and shared value to your customers, employees, shareholders, and communities.

Speaker Information

Ed Youngblood has been involved with content throughout a career that began before the digital revolution. His entry point began with television broadcast promos for ABC Television and soon led to the design and direction of national television commercials for major (and minor) brands where the only digital component was post-production.

Ed Youngblood Director, Content Strategy Alcatel-Lucent

The Role of Innovation & Technology in Strategy

Tactics without strategy is the noise before defeat” according to Sun Tzu, but tactics based on outdated assumptions, skills and processes can be equally disastrous. Digital disruption is all around us and is changing not only how customers interact with your business, but might even have you redefining your entire business model. Internally, it is also challenging classical processes, redefining roles, relationships, service delivery and expectations from within.

Ms. Suzy Cunningham is the Kennedy Space Center (KSC) Strategic Planning Manager. She advises Sr. Mgt. team on KSC strategic planning activities and analyses concerning present and future KSC operations and development, and assists in development of Center-wide strategic policies and initiatives. She is the strategic planning liaison to the Air Force 45th Space Wing (45 SW), and served as an Advisory Member on the Space Florida (SF) Board.

Suzanne Cunningham Manager, Strategic Planning NASA

Kennedy Space Center (KSC) Strategy Update: Keeping it Simple

NASA’s Strategic Plan was updated in 2014, reflecting new reporting and measurement requirements. This new plan, along with lessons-learned from implementing KSC’s 2011 Center Planning Guidance, kicked off efforts to update KSC Strategy. This presentation reviews NASA's current Vision, Mission, Strategic Goals, and Priorities. It also explains KSC’s approach to simplifying its Center Strategy effort and products to be more effective, while still aligning to the new NASA Strategic Plan.

Bryan Neider Chief Operating Officer Electronic Arts

Bryan Neider is the Chief Operating Officer within EA’s Global Publishing and Marketing organization. Mr. Neider is responsible for a wide range of operations in EA, including global initiatives focused on process changes designed to improve quality, predictability, innovation and profitability. Mr. Neider brings over 20 years of experience within EA having served in a variety of previous roles including managing EA’s global business development efforts, managing EA Partners, corporate finance, CFO and COO for EA.com, and CFO of Worldwide Studios.

Leadership Excellence & Organizational Success

As Senior Vice President and Chief Operating Officer of the EA Labels with responsibility for managing five unique Labels, Bryan walks us through what role he takes towards creating a strategic plan. Mr. Neider is responsible for a wide range of operational initiatives focused on software development and process changes designed to improve game quality, ship date predictability, innovation and profitability. We find out exactly how he works with his team and most importantly, how they work with him.

The Information

Silver Pass

$1495 Access to all sessions &

networking events 7 days access to presentations from the

summit via ieOnDemand

$1295 Early Bird Price

(before March 20)

Access All Areas

$2095 Access to all sessions, networking

events, annual subscription to all content on the Strategy, Digital & Innovation

channels via ieOnDemand

Flat Rate for 3 summits

Chief Strategy Officer + Chief Innovation Officer

Gold Pass

$1795 Access to all sessions, networking

events & unlimited access to presentations from the summit via

ieOnDemand

$1595 Early Bird Price

(before March 20)

Registration Pricing

F TI L

For larger groups or special requests contact Emma Pawlowski on +1 (415) 670 9814 or email epawlowski@theiegroup.com

* Team discounts are applicable at the point of registration only.

Ways to Register

+1 323 446 7673 Register Online Here

Group Discount Offers 3 Silver Passes: $3000 ($1000 per attendee) 5 Silver Passes: $4500 ($900 per attendee) 3 Gold Passes: $3900 ($1300 per attendee) 5 Gold Passes: $6000 ($1200 per attendee) 3 Diamond Passes: $4500 ($1500 per attendee) 5 Diamond Passes: $7000 ($1400 per attendee)

+1 415 670 9814

1 Day Pass

$795 Full access to the sessions to your

chosen day of the summit, 7 days access to presentations from the summit via

ieOnDemand

7 day online access to event materials

On-Demand Pass

$600 Unlimited access to presentations from the summit via ieOnDemand, including

presentations, interviews & the ability to contact speakers

Unlimited access to

ieOnDemand

Strategic Planning Innovation Summit Date: May 21 & 22, 2015 City: San Francisco Venue: Hyatt Regency Accommodation: Register Online here or call +1 800 233 1234 and quote ‘Innovation Enterprise.’

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1. Delegate Information...

2. Pass Types...Early Bird Pass Options until March 20, 2015

Early Bird Silver: $1295 Attendees ____ Early Bird Gold: $1595 Attendees ____ Access All Areas: $2095 Attendees ____

Regular Pass Options after March 20, 2015 Silver Pass: $1495 Attendees ____ Gold Pass: $1795 Attendees ____ Access All Areas: $2095 Attendees ____

Group Discount Pass Options 3 Silver Passes $3000 ($1000 per attendee) 5 Silver Passes $4500 ($900 per attendee) 3 Gold Passes $3900 ($1300 per attendee) 5 Gold Passes $6000 ($1200 per attendee) 3 Diamond Passes $4500 ($1500 per attendee) 5 Diamond Passes $7000 ($1400 per attendee)

For larger groups or special requests contact Emma Pawlowski on +1 (415) 670 9814 or email epawlowski@theiegroup.com Group passes only available when all participants register together.

Pass Descriptions: Silver Pass: Access to all sessions & networking events Gold Pass: Access to all sessions, networking events & unlimited access to ieOnDemand Diamond Pass: Access to all sessions for 3 summits, networking events, annual subscription to all content on the Strategy, Digital & Innovation channels via ieOnDemand

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Prices are exclusive of VAT. Places are transferable without any charge to another Summit occurring within 12 months of the original purchase. Team discounts are applicable at the point of registration only. Any cancellations within a group registration will in turn incur an increase in registration fee for the remaining group participants. Cancellations before April 20, 2015 incur an administrative charge of 50%. If you cancel your registration after April 20 2015 you will be charged the full fee. You must notify The Innovation Enterprise in writing of a cancellation, or you will be charged the full fee. The Innovation Enterprise reserve the right to make changes to the program without notice. NB: FULL PAYMENT MUST BE RECEIVED BEFORE THE EVENT.

Registration FormStrategic Planning Innovation Summit May 21 & 22, 2015 | Hyatt Regency | San Francisco For registration or more information on the program, please call Emma on +1 (415) 670 9814, or fax this registration form to +1 (323) 446 7673

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7 Schedule

Networking Drinks 17.30 - 19.00

May 22

Session One 08.30 - 11.00

Coffee Break 11.00 - 11.30

Session Two 11.30 - 13.00

Lunch 13.00 - 14.00

Session Three 14.00 - 15.30

Coffee Break 15.30 - 16.00

Session Four 16.00 - 17.30

Day Two

May 21Day One 08.30

10.00

10.30

12.00

13.30

15.00

15.30

17.00

19.00

08.30

10.00

10.30

12.00

13.30

15.00

15.30

17.00

Session Five 08.30 - 11.00

Coffee Break 11.00 - 11.30

Session Six 11.30 - 13.00

Lunch 13.00 - 14.00

Session Seven 14.00 - 15.30

Coffee Break 15.30 - 16.00

Session Eight 15.30 - 17.30

F TI L

Sponsors

ExhibitorExhibitor

Media PartnerMedia Partner Global Partner

Associate Sponsor

For more information, contact us at ekutchinsky@theiegroup.com

SponsorshipOpportunities

Giles Godwin-Brownggb@theiegroup.com

+1 (415) 692 5498 US+44 (207) 193 0386 UK

Delegate Invitations

Sean Foremansforeman@theiegroup.com

+1 (415) 692 5514 US+44 (207) 193 1655 UK

February Expected Atendees Date150+ Feb 11 & 12, 2015

MarchDigital Strategy Innovation Summit, New York 200+ March 19 & 20,2015Women in Strategy Summit New York 150+ March 19 & 20, 2015Global Leadership Summit New York 150+ March 19 & 20, 2015April

150+ April 23 & 24, 2015250+ April 30 & May 1, 2015

May250+ May 21 & 22, 2015

Strategic Planning Innovation Summit San Francisco 150+ May 21 & 22, 2015June

150+ June 17 & 18, 2015September

350+ September 16 & 17, 2015Digital Strategy Innovation Summit Sydney 200+ September 16 & 17, 2015Brand Strategy Innovation Summit San Francisco 250+ September 10 & 11, 2015Content Strategy Innovation Summit San Francisco 100+ September 10 & 11, 2015Digital Strategy Innovation Summit San Francisco 200+ September 10 & 11, 2015OctoberStrategic Planning Innovation Summit London 150+ October 22 & 23, 2015

200+ October 22 & 23, 2015Digital Strategy Innovation Summit London 150+ October 22 & 23, 2015

150+ October 21 & 22, 2015December

250+ December 2 & 3, 2015Strategic Planning Innovation Summit New York 150+ December 2 & 3, 2015