Chief Strategy Officer SummitLeading Change, Driving Growth

16 & 17 October, 2014Park Plaza Victoria Hotel

London, UK

Confirmed Speakers

Confirmed Speakers

• Chief Strategy Officer, Northeastern University• Director, Corp. Strategy, Schneider Electric• Managing Director, Pearson• Head of Strategy, BBC• Managing Director, GE Capital• Head of International Strategy, Stubhub• SVP, Strategy & Business Dev., Sony• Chief Operating Officer, Comic Relief• Head of Strategy, Bupa• Director, Creative Strategy, Google• Head of Strategy, Citi• Head of Strategy, Barclays

• Head of Business Strategy, Babcock Int.• Head of Strategy, Kingfisher Group• CEO, Chalfont Project• Head of Strategy, UK Government Agency• Head of Strategy, Avis Budget Group• Director, Strategy, British Heart Foundation• Director, Strategy, Santander• Executive Director, Strategy, AstraZeneca• Head of Strategy, Airbus• Corporate Strategy Officer, Canon• Head of Commercial Strategy, AngloAmerican• Head of Domestic Strategy, SSE

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Previous Delegates Include

• Head of Strategy, BP

• Multi-Channel Marketing Manager, Pfizer

• Head of Strategic Accounts, Airbus

• VP, Digital Strategy, BBC Worldwide

• Lead, Sales Strategy, PepsiCo

• Group Director, Strategy, Penguin Random House

Who Will You Meet?There is no question that IE. provides the gold standard events in the industry and will connect you with decision makers within the strategy industry. 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%

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

Company Size Of Attendees

8%

11%

25%56% 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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Everyone has a strategy. It dictates the financial, operational and cultural direction of an organisation.

The gap between visionary goals and executed results, highlights a striking challenge for strategy professionals in every industry. How can strategy be communicated throughout an organisation? How can it remain current and relevant? How can targets for a company be effectively delivered through an effective strategy?

The Chief Strategy Officer Summit brings together thought leaders from the world’s most respected companies, creating an open forum for strategy discussion. Spanning across industries, it provides varying approaches to opportunities and challenges that are ultimately common within the strategy function. From exploratory case studies to panel sessions and open discussions, the summit is a forum for the most influential and driven practitioners to walk away with truly valuable contacts and insights.

To secure your place at the summit, register now.

About The Summit

Confirmed Speaker Information

Jeroen de Waal is Vice President, Head of Strategy for Philips Light Sources & Electronics. Prior to this he spent 10 years in marketing, including Head of Lamps Product Marketing worldwide and Marketing Manager of Philips Lighting in the UK. Jeroen joined in 2007 from American Express in London, where he was Director Marketing EMEA. He has a strong affinity with new media and held several related roles, including at an Internet start-up. Jeroen has an MBA from IESE Business School in Barcelona and a degree in Computer Science from the University of Twente in The Netherlands. 

Jeroen de WaalVP & Head of Strategy, BG LS&EPhilips From Thomas Edison to a Smart Lightbulb:

How to Strategically Manage the Dual Game of Re-Defining & Defending a Business

Yuval Dvir is the Global Head of Business Transformation & Corporate Development at Skype/Lync. Yuval brings over 10 years of relevant international experience in Strategy, Operations and Product gained in large organization such as GE, EY and Amdocs and in various technological start-ups as a consultant. Prior to joining Skype, Yuval led the Corporate Strategy and M&A efforts of Russell Investments, a Private Equity and Asset Management firm. In his current role, Yuval and his team focus on growing capabi l i t ies to drive strategic, operational and organizational alignment and excellence at Skype, and enhance the insights-driven and user centric culture of the organization along a supportive and competitive value proposition and business model. 

Carrie Ferman is Senior Vice President, Strategy and Business Development for Sony Pictures Television International Production. In her role, Carrie supports Sony’s portfolio of 19 production companies across 14 countries in strategic planning and growth initiatives. Prior to her position at Sony, Carrie was Chief Executive Officer for Remark Media in New York. She previously held the position of Vice President at NBC Universal, where she oversaw business development and strategy initiatives across the company's local media division. Earlier in her career, Carrie held Strategy and Analysis roles at Time Warner and The Walt Disney Company.

Rupert is currently Head of Strategy at Avis Budget Group EMEA where he is responsible for investigating growth opportunities across the region and capitalising on technology advancements in the automotive field.  Prior to Avis Budget Group Rupert ran his own consultancy working on various growth initiatives within the fmcg, travel and education sectors following a ten year career at Diageo plc in group strategy and new business ventures. 

Rupert MarklandHead of StrategyAvis Budget Group

Currently as Head of Strategy for UK and Nordic countries, Max Baldwin is responsible for the development of a Cassidian strategy that meets the ambitions of the global business according to these markets. Previously working in Managing Director and leadership roles, both in the UK and Australia, he has a successful track record of delivering mergers/ divestments and improved business performance through: corporate transformation, organisational design, programme management and services provision across global IT, Energy, Defence & Security and Education sectors.

Max BaldwinHead of StrategyAirbus

Carrie FermanSVP, Strategy & Business Dev.Sony

Derek Gannon joined Comic Relief in the role of Chief Operating Officer in September 2013 after a long and successful career at Guardian News and Media, where he was their first ever COO.  Derek’s role at Guardian News and Media involved working on a number of major change programmes including transitioning The Guardian from a broadsheet to a Berliner format, directing operations of their award-winning websites and setting in place an ongoing digital transformation of the whole business.  As COO at Comic Relief, he is responsible for our continued operational excellence and makes sure we remain sustainable.   Derek leads our strategy, planning, budgeting and resourcing processes.

Derek GannonChief Operating OfficerComic Relief

Confirmed Speaker Information

Milena Moutsopoulou is Bupa Global’s Head of Strategy since November 2013. Before that she spend 4 years in McKinsey & Co as an Engagement Manager, in her native Greece and then Sao Paulo Brazil, where she led projects mostly in the Pharmaceutical and Consumer industries in strategy, distribution and manufacturing. She holds an MBA from INSEAD, and an MSc in Earthquake engineering from University of California, Berkeley. She has lived in 7 countries and 3 continents and is fluent in Greek, English, French and Portuguese.

Milena MoutsopoulouHead of StrategyBupa

Health insurance in a Globalised World

Bupa Global Market Unit is the worldwide part of Bupa. We provide products and services for globally minded people who want the most premium coverage and access to the best healthcare anytime, anywhere in the world, whether at home or abroad. Customers are increasingly looking for global health solutions that fit their lifestyle and global culture. In practice, that means that we have to expand the scope of customer segments we are targeting beyond just the traditional expatriate, and also prioritize countries where these individuals are located, like the US.

Sean Gallagher is the Chief Strategy Officer for Northeastern University’s Global Network. Northeastern is one of the largest and most innovative private research universities in the U.S. and the global leader in experiential learning. Sean is a nationally recognized expert on strategy and innovation in higher education, with 15 years of experience as a consultant, manager, and administrator. Since joining Northeastern in 2009, Sean has built a central strategy and business development function unique among major U.S. universities, working across colleges, schools, and academic domains to catalyze and launch new initiatives; enter new geographic markets; and to support growth through market analysis, partnerships, and strategic planning. 

Sean GallagherChief Strategy OfficerNortheastern University

Change Management in the Large Enterprise: Bridging the Strategy to Implementation Gap

To be effective, the strategy function must extend beyond formulation and into implementation: this hinges on successfully driving organizational change, a highly complicated task, especially in large enterprises. This session will explore the emerging role of the CSO as change agent, reviewing best practices and critical issues in change management based on both research and real-world case studies. The end result will be a dialogue about the key change management issues facing strategy leaders in the current market environment, and what techniques they are finding to be most effective.

Anton Kotov works as Corporate Strategy & Development Director for Schneider Electric, a global specialist in energy management, out of company’s headquarters in Paris. Over past years, he has been in charge of strategic projects on the group level, global strategy definition, mergers & acquisitions activities, as well as business planning for key countries. Prior to this role, Anton was heading Business Optimisation function for one of the company’s business units in Europe. Before that, he was heading marketing function for a commercial real estate company in Russia. Anton holds an MBA degree from HEC Paris and IESE Business Schools. 

Anton KotovDirector, Corporate Strategy & Dev.Schneider Electric

Corporate Strategy - From Formulation to Execution

Articulation of a corporate strategy for a diversified industrial giant with €24bn of sales in more than 100 countries may be a difficult task. Making sure that the strategy is translated into actionable plans and executed is even a bigger challenge. This presentation will provide you with insights into which challenges the Corporate Strategy department of a French multinational Schneider Electric is facing in an ever-changing business environment. It will also give an overview of both success stories and painful lessons learnt throughout the group strategy definition and execution journey.

Confirmed Speaker Information

Javier Bordes was appointed Head of Corporate Strategy for Europe, Middle East and Africa in April 2011. In this capacity, Javier works with the regional CEO and his operating committee to formulate and communicate the strategy of the region, and leads the implementation of key productivity and growth initiatives.  Javier has been a senior member of the Corporate Strategy department since 2008 and has also worked extensively on Group-level projects such as the creation of the non-core Citi Holdings unit.   Before joining Corporate Strategy, Javier held senior roles in Citi’s Global Consumer Bank, both in New York City and London. Javier has been with Citi for over ten years.

Javier BordesHead of Corporate Strategy, EMEACiti

Strategic DNA - Managing a Portfolio Strategy

Articulating and executing a corporate strategy across more than 100 countries can be challenging in the best of times, particularly when you operate in an industry undergoing rapid change, as is the case in financial services. That’s why Citi has developed and implemented a framework to prioritise its international operations and ensure that every single one of the 100+ countries has clarity and alignment on their mission and how they contribute to the execution of the corporate strategy. This presentation will provide insights into how this framework was developed, implemented and how it has evolved over time.

Saf Ahmed is responsible for the 'selection, creation, and execution' of all Santander Corporate and Commercial market growth strategies.   This includes leadership and delivery of the UK three year double digit growth plan, combining business origination, credit risk, infrastructure, and budget validation, for CEO, and Global Executive Board.  Head of national industry sector   strategy board, national credit risk policy board member, led corporate partnerships including with the European Investment Bank. He holds over fifteen years commercial experience in business development, national leadership, and strategy, including Friends Provident, RBS, Barclays and Santander.

Saf AhmedDirector, Corporate StrategySantander

'Check Mate' in Strategic Management

From the opening gambit, rapid play, promotion, defend, attack through to check mate, Saf explores a winning approach to Strategic Management.   He dissects growth strategies into distinct tactical decisions, 'selection, formation, implementation', the strategic leadership qualities required in a challenger company, 'Head, Heart, and Guts' to earn 'Check Mate'.

With over 16 years’ experience working in leading UK medical and health organisations, Dr Charmaine Griffiths began her career as a successful biomedical research scientist working at leading international universities. Since then she has worked for global organisations such as the Wellcome Trust, and merged PhD and MBA experience to specialise in transformation within the medical and health sector.   At the top ten UK charity, the British Heart Foundation, Charmaine has led award-winning teams across disciplines from public affairs to operational programme management.   As Director of Strategy and Performance, Charmaine oversees the development of corporate strategy and ensures operational excellence and optimal performance in order to deliver maximum impact in the fight for every heartbeat. 

Charmaine GriffithsDirector, Strategy & PerformanceBritish Heart Foundation

Bringing Strategy to Life

Hear how a 53 year-old medical research organisation developed new strategy in the midst of a turbulent health and consumer environment. With an annual turnover of over £250m and tens of thousands of staff and supporters, Dr Charmaine Griffiths will share how top ten UK charity, the British Heart Foundation, harnessed the power of it’s staff, partners and history to find focus and clear direction in a life-saving strategy.  

Maren is an accomplished strategy, management and marketing executive, with extensive international business experience across entertainment, travel/tourism, hospitality and telecom industries. She is responsible for defining the market entry plans and business approach to accelerate global expansion for the company.   Prior to StubHub, Maren spent 5 years at Wyndham Worldwide, most recently as Vice President of Marketing & Operations for Europe & the Middle East, based in the UK.   She also spent two years leading the e-Commerce and Product Development teams for the Latin America & Caribbean business unit, based in Mexico City.

Maren ColemanHead of Int. Strategy & Market Dev.Stubhub

Disruptive Growth - StubHub on Building a Challenger Brand in New Markets

StubHub, an ebay, inc. company, is a live entertainment ticket marketplace facilitating a transparent and secure environment for both businesses and consumers to trade tickets.   Although powered by a global brand, at the individual market level StubHub is a new and disruptive player operating in a sensitive and often highly regulated industry.   As such, Stubhub has had to overcome misperceptions and/or lack of awareness from consumers, industry and government stakeholders around its value proposition and transparent operating model. The session will also cover StubHub’s approach in planning international expansion strategies and market prioritisation.

Confirmed Speaker Information

Sean Lusk is head of strategy at the UK’s Valuation Office Agency – a government agency employing 3500 people responsible for setting a property tax base with a yield of around £46 billion annually (approx. $77bn).   Until 2011 Sean was principal lecturer in policy and government at the UK’s Civil Service College/National School of Government, and head of its leadership and strategy faculty. During his period in this role Sean led strategy consulting across UK government departments and agencies, as well as working extensively in Asia, the Middle East and Africa. 

Sean LuskHead of StrategyUK Government Agency

Public Strategy – What’s The Difference?

Strategy in the public and non-profit sectors looks, feels and smells just like strategy in the corporate sector. But impressions can be misleading, and the differences really do matter. This session takes a whistle-stop tour of the similarities and differences between public and private sector strategy, and offers tips to ensure that both public and private sectors can get the best from each other when it comes to developing and delivering strategy. 

Leandro Herrero is an organization architect. He heads The Chalfont Project, a UK based international consulting firm.  Leandro and his team are in the business of creating Remarkable Organizations,   organizations ‘worth r e m e m b e r i n g ’ w i t h s t o r i e s w o r t h t e l l i n g . T h e “behavioural   DNA” which makes an organization remarkable, resilient, ahead of the game and ever change-able is his personal passion.   Leandro has pioneered Viral Change, which is at the forefront of creating   profound, large-scale, behavioural change in organisations and communities, and is acknowledged as the real alternative t o t r a d i t i o n a l a n d u n s u c c e s s f u l   c h a n g e interventions.  Author of several books and publications, his most recent titles include: Homo  Imitans, Viral Change, The Leader with Seven Faces, Disruptive Ideas and New Leaders Wanted.

Live Strategy is Pull, Not Push - How Behaviours Pull Strategy & How They Scale Up

The tradit ional problem with adoption, whether of   innovation or a strategy deployment is twofold. On one   hand, very often it gets lost in translation. On the other   hand, i f i t doesn’t , a push system of ‘communication’,   awareness and rational understanding, runs into attrition  problems and the initial top-down effort does not provide   efficient outcomes. It then looks like an ‘execution   problem’ but many issues hide behind that broad   label. The opposite of attrition (understanding, adopting,   implementing…) is scale up. Scale up is pull, bottom-up,   never a push system through layers of management and   down throughout the organisation. The Viral Change   principles apply very strongly here and provide the   solution to maximising and optimising a strategy by making it live and sustainable.

Leandro HerreroCEOChalfont Project

The Information

Registration Pricing

Chief Strategy Officer SummitDate: 16th & 17th October, 2014Location: Park Plaza Victoria, 239 Vauxhall Bridge Road, London, SW1V 1EQ

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Group Discount Offers3 Silver Passes: £2250 (£750 per attendee)5 Silver Passes: £3500 (£700 per attendee)3 Gold Passes: £2850 (£950 per attendee)5 Gold Passes: £4500 (£900 per attendee)3 Diamond Passes: £3450 (£1150 per attendee)5 Diamond Passes: £5500 (£1100 per attendee)

Ways to Register

Register Online Here+1 323 446 7673+44 207 193 6846

For one day passes and group discounts contact Andrew Christofiby calling +44 207 193 6846or email achristofi@theiegroup.com

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

Silver Pass

£1095Access to all sessions &

networking events7 days access to presentations from the

summit via ieOnDemand

£895Early Bird Price(before Aug 15)

Diamond Pass

£1495Access to all sessions, networking

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

via ieOnDemand

£1295Early Bird Price(before Aug 15)

Gold Pass

£1295Access to all sessions, networking

events & unlimited access to presentations from the summit via

ieOnDemand

£1095Early Bird Price(before Aug 15)

1 Day Pass

£595Full access to the sessions to your chosen day of the summit, 7 days

access to presentations from the summit via ieOnDemand

7 dayonline access to event materials

On-Demand Pass

£400Unlimited access to presentations from the summit via ieOnDemand,

including presentations, interviews & the ability to contact speakers

Unlimited access to

ieOnDemand

Access All Areas

£1695Access to six summits, networking events, annual subscription to all content on the Digital, Strategy &

Innovation channels via ieOnDemand

Flat rate for six summits

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COMPANY INDUSTRY

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1. Delegate Information...

2. Pass Types...Early Bird Pass Options (until 15th Aug)

Early Bird Silver: £895 Attendees ____ Early Bird Gold: £1095 Attendees ____ Early Bird Diamond: £1295 Attendees ____ Access All Areas: £1695 Attendees ____

Regular Pass Options (after 15th Aug) Silver Pass: £1095 Attendees ____ Gold Pass: £1295 Attendees ____ Diamond Pass: £1495 Attendees ____ Access All Areas: £1695 Attendees ____

Group Discount Pass Options 3 Silver Passes £2250 (£750 per attendee) 5 Silver Passes £3500 (£700 per attendee) 3 Gold Passes £2850 (£950 per attendee) 5 Gold Passes £4500 (£900 per attendee) 3 Diamond Passes £3450 (£1150 per attendee) 5 Diamond Passes £5500 (£1100 per attendee)

For larger groups or one day passes contact Andrew Christophi by calling +44 207 193 6846 or email achristophi@theiegroup.comGroup passes only available when all participants register together.

Pass Descriptions:Silver Pass: Access to all sessions & networking eventsGold Pass: Access to all sessions & Strategic Planning Innovation Summit & unlimited access to presentations via ieOnDemandDiamond Pass: Access to all sessions, Strategic Planning Innovation & Chief Innovation Officer Summits, networking events & annual subscription to all content on the Strategy & Innovation channels via ieOnDemandAccess All Areas Pass: Access to all six sessions, networking events, annual subscription to all content as the Diamond Pass.

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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 15th September, 2014 incur an administrative charge of 50%. If you cancel your registration after 15th September, 2014 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 FormChief Strategy Officer Summit, London16th & 17th October, 2014 | Park Plaza Victoria Hotel | London, UKFor registration or more information on the program, please call Andrew on +44 207 193 6846 or fax this registration form to +1 (323) 446 7673

3. Payment Options...

7 Schedule

Networking Drinks 17:30 - 19:00

17th October

Session One 08:55 - 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 15:00 - 16:00

Session Four 16:00 - 17:30

Day Two

16th OctoberDay One 08.5

11.00

11.30

13.00

14.00

15.30

16.00

17.30

19.00

08.55

10.30

11.00

12.30

13.30

15.10

15.30

17.00

Session Five 08:55 - 10:30

Coffee Break 10:30 - 11:00

Session Six 11:00 - 12:30

Lunch 12:30 - 13:30

Session Seven 13:30 - 15:10

Coffee Break 15:10 - 15:30

Session Eight 15:30 - 17:00

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Previous Sponsors

For sponsorship information contact Patrick at plewis@theiegroup.comF TI L

Silver SponsorSilver Sponsor

Workshop SponsorSilver Sponsor

AlphaSights

JuneChief Innovation Officer SummitJune 18 & 19Santa Clara

IP Strategy Innovation SummitJune 18 & 19Santa Clara

Partnership Opportunities: Patrick Lewis | plewis@theiegroup.com | +1 415 992 7632Attendee Invitation: Sean Foreman | sforeman@theiegroup.com | +1 415 692 5514

Flagship Summit

Expected Attendees

CXO

Social Media

Women

Digital

March Women in StrategySummitMarch 19 & 20New York

Digital Strategy Innovation SummitMarch 19 & 20New York

Chief Strategy Officer Summit March 25 & 26Hong Kong

AprilChief Strategy Officer SummitApril 29 & 30London

Chief Innovation Officer SummitApril 29 & 30London

DecemberChief Strategy Officer SummitDecember 3 & 4New York

Strategic Planning Innovation December 3 & 4New York

Chief Innovation Officer SummitDecember 3 & 4New York

MayChief Strategy Officer SummitMay 21 & 22San Francisco

Strategic Performance & Change Management SummitMay 21 & 22San Francisco

SeptemberChief Strategy Officer SummitSeptember 17 & 18Sydney

Digital Strategy InnovationSummitSeptember 18 & 19San Francisco

Digital Marketing Innovation SummitSeptember 18 & 19San Francisco

Brand Strategy Innovation SummitSeptember 18 & 19San Francisco

Content Strategy SummitSeptember 18 & 19San Francisco

OctoberDigital Strategy Innovation SummitOctober 22 & 23London

Strategic Planning Innovation October 22 & 23London

Chief Strategy Officer SummitOctober 22 & 23London

Chief Innovation Officer SummitOctober 22 & 23London

Chief Strategy Officer SummitOctober 23 & 24Shanghai

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Strategy

IP

2014 Calendar