BEYONDFOUR WALLSR&D

THE EARLY REGISTRATION AND HOTEL RESERVATION DEADLINE IS APRIL 10, 2017

Creating Innovation Leadership Solutions

Creating Innovation Leadership Solutions

WWW.IRIWEB.ORG

Creating Innovation Leadership Solutions

WWW.IRIWEB.ORG

Creating Innovation Leadership SolutionsWWW.IRIWEB.ORG

Creating Innovation Leadership SolutionsWWW.IRIWEB.ORG

Creating Innovation Leadership SolutionsWWW.IRIWEB.ORG

2017 IRI ANNUAL MEETINGMAY 8-11, WESTIN BOSTON WATERFRONTBOSTON, MAMore details at www.iriweb.org/annualmeeting

MEET OUR KEYNOTES

R&D is leveraging its boundary spanner role in both knowledge and technology by co-developing and innovating with new partners, suppliers, and customers. The Annual Meeting explores how organizations are pushing beyond the traditional value chain to adopt a more dynamic and integrated collaboration culture across the business enterprise. Topics and case studies focus on the role R&D plays in spotting, vetting, and validating new ideas and integrating their value into the business.

GAIN THE MOST VALUE BY PARTICIPATING!

13+ hours of built in networking

5+ hours of small,

interactive sessions

7 hours of optional group

outings

Unlimited, on-demand access to all videos and

presentations

8 hours of optional

workshop

5 hours of Plenary Sessions

BEYONDFOUR WALLSR&D

KEOKI JACKSON, SCD, CHIEF TECHNOLOGY OFFICERLOCKHEED MARTIN CORPORATION

As CTO, Jackson is responsible for overseeing Lockheed's advanced technology strategy and the maturation of future innovations. He is also responsible for managing the corporation's research and development relationships with colleges and universities, industry and international partners, and the U.S. government's science and technology community. Jackson was most recently vice president for Program Excellence where he led the cross-functional integration of the Lockheed's five councils for engineering and technology, production, program management, supply chain, and sustainment.

Jackson joined Lockheed Martin in 1997 and has held a number of leadership roles of increasing responsibility in program management and advanced technology development. Prior to joining Lockheed Martin, Jackson was a NASA graduate research fellow at the Massachusetts Institute of Technology (MIT). He holds a Bachelor of Science, a Master of Science and a ScD in Aeronautics and Astronautics from MIT. Jackson is also a graduate of the Stanford Executive Program at Stanford’s Graduate School of Business.

MICHAEL TUSHMAN, PHD, PROFESSOR OF BUSINESS ADMINISTRATIONHARVARD BUSINESS SCHOOL

Professor Tushman is internationally recognized for his work on the relations between technological change, executive leadership and organization adaptation. His work centers on the role of senior teams in building organizations that host incremental as well as discontinuous innovation as well as leading those organizational changes associated with innovation streams. His work on ambidextrous organizational designs focuses on organizational and senior team characteristics that enable firms to exploit current capabilities, as well as explore new spaces. He is working on the impact of distributed innovation on incumbent firms and the role of organizational identity in shaping a firm’s ability to handle paradoxical strategic requirements.

Michael Tushman holds degrees from Northeastern University (BSEE), Cornell University (MS), and the Sloan School of Management at M.I.T. (PhD). Tushman was on

WWW.IRIWEB.ORG

the faculty of the Graduate School of Business, Columbia University, from 1976 to 1998 where he was the Phillip Hettleman Professor of Business from 1989 to 1998. He has also been a visiting professor at MIT (1982, 1996) and INSEAD (1995-1998, 2011).

Tushman is the recipient of numerous awards and has published many articles and books including Lead and Disrupt: How to Solve the Innovator’s Dilemma (with C. O’Reilly), Stanford University Press, 2016; Winning Through Innovation: A Practical Guide to Leading Organizational Renewal and Change (with C. O’Reilly), Harvard Business School Press, 1997; Leading Sustainable Change (with R. Henderson and R. Gulati), Oxford University Press, 2015.

2017 IRI MEDALISTS

JOI ITO, DIRECTORMIT MEDIA LAB

Joichi “Joi” Ito has been recognized for his work as an activist, entrepreneur, venture capitalist, and

advocate of emergent democracy, privacy, and Internet freedom. As director of the MIT Media Lab, he is currently exploring how radical new approaches to science and technology can transform society in substantial and positive ways. Soon after coming to MIT, Ito introduced mindfulness meditation training to the Media Lab.

Ito has served as both board chair and CEO of Creative Commons, and sits on the boards of Sony Corporation, Knight Foundation, the John D. and Catherine T. MacArthur Foundation, and The New York Times Company. In Japan, he is executive researcher of KEIO SFC, and he was a founder of Digital Garage, and helped establish and later became CEO of the country’s first commercial Internet service provider. He was an early investor in numerous companies, including Flickr, Six Apart, Last.fm, littleBits, Formlabs, Kickstarter, and Twitter.

Ito’s honors include TIME magazine’s “Cyber-Elite” listing in 1997 and selection as one of the “Global Leaders for Tomorrow” by the World Economic Forum (2001). In 2008, BusinessWeek named him one of the “25 Most Influential People on the Web.” In 2011, he received the Lifetime Achievement Award from the Oxford Internet Institute. In 2014, he was inducted into the SXSW Interactive Hall of Fame; also in 2014, he was one of the recipients of the Golden Plate award from the Academy of Achievement.

HENRY CHESBROUGH, PHDADJUNCT PROFESSOR, FACULTY DIRECTOR, GARWOOD CENTER FOR CORPORATE INNOVATION, UC BERKELEY

Henry Chesbrough is Faculty Director of the Garwood Center for Corporate Innovation at the Haas School of Business at UC Berkeley.Previously, he was an assistant professor of business administration, and the Class of 1961 Fellow at the Harvard Business School. He holds a PhD in Business Administration from the University of California-Berkeley, an MBA from Stanford University, and a BA from Yale University, summa cum laude.His research focuses on managing technology and innovation. His book, Open Innovation (2003), articulates a new paradigm for organizing and managing R&D. His second book, Open Business Models (2006), extends his analysis of innovation to business models, intellectual property management, and markets for innovation. His third book, Open Services Innovation (2011), explores open innovation in services businesses. He has published two academic review volumes with Oxford University Press, including New Frontiers in Open Innovation, (2014).His academic work has been published in Harvard Business Review, California Management Review, Sloan Management Review, Research Policy, Industrial and Corporate Change, Research-Technology Management, Business History Review, and the Journal of Evolutionary Economics.Prior to embarking on an academic career, he spent ten years in various product planning and strategic marketing positions in Silicon Valley companies. He worked for seven of those years at Quantum Corporation, a leading hard disk drive manufacturer and a Fortune 500 company. Previously, he worked at Bain and Company.

EVENING OF AWARDS

Gather with colleagues for a special reception and dinner on Wednesday, May 10, to honor IRI’s distinguished 2017 Medalists, Joi Ito, MIT Media Lab, and Henry Chesbrough,

UC Berkeley, for their outstanding and lasting contributions to technological innovation, influencing the development of industry to the benefit of society.

WHY ATTEND· Participating organizations send multiple attendees to this event to experience the full impact

· An environment like no other – your industry counterparts are happy to share their challenges and solutions

· Unmatched networking built right into the program

· Build relationships and gain important insights through multiple learning formats

· Meet 350 + R&D and innovation experts from around the globe

56% of participants

hold senior level positions in their

organization

16% Chief Technology Officer/Chief Innovation Officer

18%Vice President

18% Senior Director/

Technology Leader

23% Director

11% Other

10% Manager

4% CEO

"IT WAS A TERRIFIC EXPERIENCE AND I AM EAGER TO SEE PROGRESS IN OUR ORGANIZATION BY LEVERAGING SOME OF THE CONCEPTS, LESSONS AND CONNECTIONS."CHRIS HAYES, SVP TECHNOLOGY & STRATEGIC INITIATIVES, NEWELL BRANDS

R&D BEYOND FOUR WALLS

WWW.IRIWEB.ORG

THANK YOU 2017 PROGRAM COMMITTEE

Azar Alizadeh Program Chair, Materials Scientist, General Electric Company

Lee Ann Cochran Vice President, Business Development, Battelle

Louis Gritzo, PhD Vice President, Manager of Research, FM Global

Cenk Güler Innovation Program Manager, Westinghouse Electric Company LLC

Amitabh Gupta, PhD Executive Director, Applications R&D and Asia, Praxair, Inc.

Barbara Heydorn Senior Director, Energy Center, SRI International

Tom A. Kavassalis, PhD Vice President, Strategy & Alliances, Xerox Corporation

Justin W. Kugler Business Development Engineer, Made in Space

Karen Milley Vice President R&D Consumer Foods, J. M. Smucker Company

Spencer A. Pugh, PhD Global Director of Innovation, Michelman, Inc.

Srinivas Veeramasuneni, PhD Vice President, Corporate Innovation Center, USG Corporation

MONDAY, MAY 8 – PRE-CONFERENCE EVENTS8:00 am – Noon Board of Directors Meeting

8:30 am – 5:00 pm Portfolio Management Master Class (Separate registration fee required)

1:00 pm – 5:00 pm IRI Committee Meetings (See www.iriweb.org/annualmeeting for

complete listing)

6:30 – 7:30 pm Welcome Reception & Ignite Presentations (Sponsored by FM Global)

TUESDAY, MAY 9

7:00 am Networking Breakfast8:00 am Opening Keynote: Keoki Jackson, Lockeed Martin9:45 am Concurrent Interactive Breakouts · Express Learning Sessions · Research Working Groups11:15 am Innovation Showcase & Lunch1:45 pm Concurrent Interactive Breakouts · Express Learning Sessions · Research Working Groups3:45 pm Plenary Session: Idea Application

Discussion4:15 pm Panel Discussion5:00 pm Innovation Showcase & Reception6:30 pm Dinner on your own

WEDNESDAY, MAY 107:00 am Networking Breakfast8:00 am Opening Keynote: Henry Chesbrough, UC Berkeley9:30 am Concurrent Express Learning Sessions10:55 am Concurrent Interactive Breakouts · Express Learning Sessions · Research Working Groups12:25 pm Networking Lunch1:35 pm Concurrent Express Learning Sessions3:00 pm Plenary Session: Idea Synthesis3:15 pm Keynotes: Michael Tushman, Harvard Business School Joi Ito, MIT Media Lab6:30 pm Award Reception7:30 pm Award Dinner

THURSDAY, MAY 11 – POST-CONFERENCE EVENTS7:00 am Breakfast7:30 am Member Facility Tours (FM Global Tour ends approx 2:30 pm)9:30 – 11:30 am Sam Adams Brewery Tour

SCHEDULE AT-A-GLANCE

"[WHAT I LIKE BEST FROM THE MEETING WAS] NETWORKING - MAKING CONNECTIONS WITH THOSE WHO ARE IN SIMILAR POSITIONS AND FACE SIMILAR CHALLENGES"DAVID GLASSCOCK, DIRECTOR, SCIENCE & TECHNOLOGY PORTFOLIO & PROJECT MANAGEMENT, DUPONT

R&D BEYOND FOUR WALLS

SESSION PREVIEWS AND NETWORKING OPPORTUNITIESLearn how organizations like yours are going beyond the boundaries and adopting a more dynamic and integrated collaboration culture across the business enterprise. Discover how your colleagues are co-developing and innovating with new partners, suppliers and customers.

Gain Important Take-aways to Implement Immediately: · Explore companies utilizing customer insight in their product development to dramatically improve market results

· Learn strategies to manage competing sources of technologies to develop the “right” portfolio

· Develop the skills needed to conduct business experiments for business model innovation

· Learn the importance of the “jobs-to-be-done” theory for your R&D team to quantify customer insights

· Discover new approaches to drive innovation with idea generation

· Gain tips and best practices on using open source innovation tools

Learning Formats Designed for Everyone:In addition to concurrent working group sessions and breakouts, we’ve added:· Express Learning – 40 minute case studies for sharing success stories and best practices in a small group

· Ignite Sessions – 5 minutes of fast-paced, entertaining, and engaging ideas from a varied group of presenters held Monday, May 8 during the Welcome Reception

Concurrent, Interactive Research Tracks Include:· Strategic Challenges in R&D Talent Management - Liquid Talent Toolkit - Recruiting and Retaining Early Career Tech Talent - Career Paths for Innovation - Effective Performance Reviews for R&D· Lean Start-up in Large Organizations· Developing and Monetizing a Long Term Vision for R&D· Product Design for Mass Customization· Growth Outside the Core

Afternoon and Evening Innovation ShowcaseThe Innovation Showcase is an event attendees look forward to each year. Let your vendors know about this opportunity or showcase your latest technologies or services. We’ve extended Showcase hours this year to include lunch and evening hours on Tuesday, May 9, to maximize dialogue exchange. Exhibitors are able to connect with high level innovation decision-makers leading to new collaborations and/or partnerships.

Contact Jennifer Kehrin, 301.200.4616, or jkerhin@sponsorshipboost.com for more details. Limited availability.

"GREAT SPEAKERS. CONTENT WAS OUTSTANDING!"

Bronze Industry Partner:Silver Industry Partner:

New and Flexible Industry Partner ProgramSupport IRI in 2017 as an Industry Partner and reach an unprecedented level of senior R&D and innovation executives at nearly 200 private sector companies and federally funded laboratories.

Select options with the best fit for your organization· Establish your brand with the decision-makers· Choose from a variety of Partner Options to meet your style and budget

· Exhibit during the Innovation Showcase (new hours include extended day and evening times)

Contact Jennifer Kerhin at Sponsorship Boost for more details. Jkerhin@sponsorhipboost.com or call 301.200.4616. Learn more about our Industry Partner Program, www.iriweb.org/annualmeeting.

WWW.IRIWEB.ORG

"[I LIKE THE] SHARING BEST PRACTICES. LEARNING FROM OTHERS. REAL EXAMPLES OF

PRINCIPLES APPLIED."

POST-CONFERENCE ACTIVITIES

Group OutingsStrengthen your connections and take advantage of optional tour outings on Thursday, May 11.

FM Global Research CampusGet a behind-the-scenes look at where FM Global conducts research into exploring hazards and developing potential solutions to every

kind of industrial property risk. The tour features visits to:· The natural hazards lab, which simulates hurricane-force winds, hailstorms and earthquakes

· The burn lab, which conducts research to understand loss from fire

· The viewing gallery, to witness a controlled dust explosion

Lunch and complimentary transportation provided by FM Global to the Rhode Island facility and back to the Westin Boston Waterfront hotel or your regional airport departure (Boston or Providence) in the late afternoon.

No fee. Pre-registration required. Approximate length of tour: 7:30 am – 2:30 pm

Samuel Adams BreweryLearn more about Samuel Adams, American patriot and brewer, and

experience the entire craft brewing process. Only guests 21 and older with a valid ID will be able to sample on the tour. Non US or Canada guests must have a passport or copy of passport ID. Tour capacity: 30 maximum. Approximate length of tour: 9:30 am – 11:30 am. Fee: $25 for transportation

PRE-CONFERENCE EVENT: PORTFOLIO MANAGEMENT MASTER CLASSBack by Popular Demand

Led by Dr. Richard Bayney, President and Founder of Project & Portfolio Value Creation, you will learn to shape the strategic and financial goals of your company by using compelling and actionable portfolio analysis to influence

corporate decision-makers. · Examine economic and portfolio theory· Participate in training in portfolio value maximization using Excel add-in optimization software

· Apply principles learned immediately as you prepare for and analyze portfolio reviews

· Utilize a comprehensive approach to value maximization employing a holistic management framework – CREOPM™ (Categorize-Risk Analysis-Evaluate-Optimize-Prioritize-Manage)

Workshop registration is separate. Member fee $995 prior to April 10. Non-Member fee $1,195 prior to April 10. This is a full day class on Monday, May 8, 2017. Please arrange travel accordingly. More information can be found at www.iriweb.org/annualmeeting

80% of previous attendees say:· the concepts shared were highly useful or transformational

· their attention was riveted throughout the session

"MIND BLOWING KEYNOTES. EXCELLENT COLLABORATION IN GENERAL. GREAT BREAKS FOR DISCUSSION."

R&D BEYOND FOUR WALLS

REGISTRATIONRegister early and BEFORE April 10, 2017. Make sure to opt in for the pre-conference Portfolio Management Master Class, or a post-conference group outing.Registration is easy:1. Fill out and fax back the enclosed form2. Register online at www.iriweb.org/annualmeeting (members only)3. Email form to us at registration@iriweb.org. IRI member companies receive at least one complimentary registration for this event with membership dues and can use any “at large” registrations for this event. Questions? Please contact Erika Toman, toman@iriweb.org

THE VENUEThe Westin Boston Waterfront425 Summer St Boston, MA 02210Phone: (617) 532-4600 Hotel Reservations: 888-627-7115Located in the thriving Seaport District, the Westin Boston Waterfront is a short cab, bus, or T train ride away from the Back Bay, historic North End and the Financial District. Take advantage of all this location has to offer. Steps away from the hotel you will find The Institute of Contemporary Art, Spirit of Boston Cruises, Boston Public Garden, Boston Tea Party Ships and Museum, and more.

HOTEL RESERVATIONSIRI has negotiated a discounted rate of $319.00 plus tax, per night for Annual Meeting attendees. Deadline to reserve your hotel room is April 10, 2017. Call 888.627.7115 or reserve online at www.iriweb.org/annualmeeting. Federal Lab members: IRI has secured a limited number of special rate rooms for our Federal Lab members. Please contact registration@iriweb.org with your name and arrival/departure dates and we will assist in securing reservations.

Please make your reservations before April 10. We cannot guarantee room availability and conference rate once the room block is filled or after April 10.

WHAT TO BRINGSmart Phones or TabletsEnhance your conference experience by downloading IRI Mobile today (if you haven’t already)· iTunes – IOS· Google Play – Android

Business CardsYou’ll need them! Plenty of networking time is already built into the schedule and networking will continue well into the evening.

A Colleague or TwoBring more of your team to experience the IRI connection and benefit from new and exciting content and a collaborative environment.

CompanionsYes, bring your companion and family to enjoy historical Boston. Your family will be busy all day, every day, with all Boston has to offer. From the Freedom Trail to Faneuil Hall to Fenway Park, there is something in Boston to wow everyone in your family.

Registered companions are welcome to attend the Innovation Showcase reception and the Award reception and dinner.

GETTING THERELogan International AirportThe Westin Boston Waterfront located only 3 miles away and easily accessible by taxi, limousine, rental car or commercial shuttle service.

Driving Directions from Logan International AirportUse 425 Summer Street as your GPS destination.Get on I-90 West from Harborside Dr.Turn left onto the Williams Tunnel rampContinue on I-90 West to Congress StreetTake exit 24-25 from I-90 WKeep right and merge onto Congress StreetTurn right onto D StreetTurn right onto Summer Street

HOTEL PARKINGValet parking is currently available at $46.00 per day with unlimited in/out privileges. Self-parking is available at $36.00 per day.

GENERAL MEETING INFO

Creating Innovation Leadership Solutions

Creating Innovation Leadership Solutions

WWW.IRIWEB.ORG

Creating Innovation Leadership Solutions

WWW.IRIWEB.ORG

Creating Innovation Leadership SolutionsWWW.IRIWEB.ORG

Creating Innovation Leadership SolutionsWWW.IRIWEB.ORG

Creating Innovation Leadership SolutionsWWW.IRIWEB.ORG

2300 Clarendon Blvd., #400

Arlington, VA 22201

Strengthen your business connections during interactive learning sessions and unmatched networking opportunities. Learn how your colleagues are conducting R&D Beyond Four Walls.

Early registration & hotel reservation deadline: April 10, 2017· Meet 350 R&D corporate executives from top brands representing diverse industry segments · Gain tips and best practices on using open source innovation tools· Explore those companies utilizing customer insight in their product development to dramatically improving market results· Develop the skills needed to conduct business experiments for business model innovation

EXPERIENCE THE IRI CONNECTION l IRIWEB.ORG/ANNUALMEETING FOR DETAILS l 703.647.2580

BEYONDFOUR WALLSR&D

2017 IRI ANNUAL MEETING MAY 8-11, WESTIN BOSTON WATERFRONT, MA