CIO Finance Summit | March 25 - 28, 2018 | Miami, FL, USA

↓ Agenda Key

Keynote Presentation

Visionary speaker presents to entire audience on key issues, challenges and business opportunities

Keynote Presentations give attending delegates the opportunity to hear from leading voices in the industry. These presentations feature relevant topics and issues aligned with the speaker's experience and expertise, selected by the speaker in concert with the summit's Content Committee." title="Keynote Presentations give attending delegates the opportunity to hear from leading voices in the industry. These presentations feature relevant topics and issues aligned with the speaker's experience and expertise, selected by the speaker in concert with the summit's Content Committee.

Executive Visions

Panel moderated by Master of Ceremonies and headed by four executives discussing critical business topics

Executive Visions sessions are panel discussions that enable in-depth exchanges on critical business topics. Led by a moderator, these sessions encourage attending executives to address industry challenges and gain insight through interaction with expert panel members." title="Executive Visions sessions are panel discussions that enable in-depth exchanges on critical business topics. Led by a moderator, these sessions encourage attending executives to address industry challenges and gain insight through interaction with expert panel members.

Thought Leadership

Solution provider-led session giving high-level overview of opportunities

Led by an executive from the vendor community, Thought Leadership sessions provide comprehensive overviews of current business concerns, offering strategies and solutions for success. This is a unique opportunity to access the perspective of a leading member of the vendor community." title="Led by an executive from the vendor community, Thought Leadership sessions provide comprehensive overviews of current business concerns, offering strategies and solutions for success. This is a unique opportunity to access the perspective of a leading member of the vendor community.

Think Tank

End user-led session in boardroom style, focusing on best practices

Think Tanks are interactive sessions that place delegates in lively discussion and debate. Sessions admit only 15-20 participants at a time to ensure an intimate environment in which delegates can engage each other and have their voices heard." title="Think Tanks are interactive sessions that place delegates in lively discussion and debate. Sessions admit only 15-20 participants at a time to ensure an intimate environment in which delegates can engage each other and have their voices heard.

Roundtable

Interactive session led by a moderator, focused on industry issue

Led by an industry analyst, expert or a member of the vendor community, Roundtables are open-forum sessions with strategic guidance. Attending delegates gather to collaborate on common issues and challenges within a format that allows them to get things done." title="Led by an industry analyst, expert or a member of the vendor community, Roundtables are open-forum sessions with strategic guidance. Attending delegates gather to collaborate on common issues and challenges within a format that allows them to get things done.

Case Study

Overview of recent project successes and failures

Case Studies allow attending executives to hear compelling stories about implementations and projects, emphasizing best practices and lessons learned. Presentations are immediately followed by Q&A sessions." title="Case Studies allow attending executives to hear compelling stories about implementations and projects, emphasizing best practices and lessons learned. Presentations are immediately followed by Q&A sessions.

Focus Group

Discussion of business drivers within a particular industry area

Focus Groups allow executives to discuss business drivers within particular industry areas. These sessions allow attendees to isolate specific issues and work through them. Presentations last 15-20 minutes and are followed by Q&A sessions." title="Focus Groups allow executives to discuss business drivers within particular industry areas. These sessions allow attendees to isolate specific issues and work through them. Presentations last 15-20 minutes and are followed by Q&A sessions.

Analyst Q&A Session

Moderator-led coverage of the latest industry research

Q&A sessions cover the latest industry research, allowing attendees to gain insight on topics of interest through questions directed to a leading industry analyst." title="Q&A sessions cover the latest industry research, allowing attendees to gain insight on topics of interest through questions directed to a leading industry analyst.

Vendor Showcase

Several brief, pointed overviews of the newest solutions and services

Taking the form of three 10-minute elevator pitches by attending vendors, these sessions provide a concise and pointed overview of the latest solutions and services aligned with attendee needs and preferences." title="Taking the form of three 10-minute elevator pitches by attending vendors, these sessions provide a concise and pointed overview of the latest solutions and services aligned with attendee needs and preferences.

Executive Exchange

Pre-determined, one-on-one interaction revolving around solutions of interest

Executive Exchanges offer one-on-one interaction between executives and vendors. This is an opportunity for both parties to make key business contacts, ask direct questions and get the answers they need. Session content is prearranged and based on mutual interest." title="Executive Exchanges offer one-on-one interaction between executives and vendors. This is an opportunity for both parties to make key business contacts, ask direct questions and get the answers they need. Session content is prearranged and based on mutual interest.

Open Forum Luncheon

Informal discussions on pre-determined topics

Led by a moderator, Open Forum Luncheons offer attendees informal, yet focused discussions on current industry topics and trends over lunch." title="Led by a moderator, Open Forum Luncheons offer attendees informal, yet focused discussions on current industry topics and trends over lunch.

Networking Session

Unique activities at once relaxing, enjoyable and productive

Networking opportunities take various unique forms, merging enjoyable and relaxing activities with an environment conducive to in-depth conversation. These gatherings allow attendees to wind down between sessions and one-on-one meetings, while still furthering discussions and being productive." title="Networking opportunities take various unique forms, merging enjoyable and relaxing activities with an environment conducive to in-depth conversation. These gatherings allow attendees to wind down between sessions and one-on-one meetings, while still furthering discussions and being productive.

 

Sunday, March 25, 2018 - CIO Finance Summit

10:00 am - 3:30 pm

Optional Activities

 

3:30 pm - 5:00 pm

Registration and Greeting

 

5:00 pm - 5:45 pm

Keynote Presentation

Digital Transformation in FSI: A Journey Not a Destination

There are many forces that are driving Financial Services and Insurance companies to continue to transform how they do business. Technological advances such as IoT, AI, machine learning, virtual reality and augmented reality are creating demanding expectations from customers, employees and boards. Adding to the complexity of CIOs and CISOs is the increasing threats to the security of the data that is at the heart of digital transformation. This keynote presentation will focus on the realities that this transformation will never end and it is critical to implement both the mindset and processes to treat digital transformation as a journey...not a destination.

Takeaways: 

  1. It is critical to realize that digital transformation will never end, but will always be unfolding.
  2. CIOs and CISOs must implement processes to ensure that not only their departments are forward thinking, but that their entire company is aware of what new technologies can bring to bear for customers and employees.
 

6:00 pm - 8:00 pm

Summit Happy Hour

 

6:30 pm - 9:00 pm

Private VIP Dinner

 

Monday, March 26, 2018 - CIO Finance Summit

8:00 am - 9:15 am

Registration and Networking Breakfast

 

9:20 am - 9:30 am

Welcome Address and Opening Remarks

 

9:30 am - 10:10 am

Keynote Presentation

Case Studies in FSI Digital Transformation: Learnings Along the Journey

We will explore key learnings from various industries and verticals on the good, the bad and the ugly of digital transformation. We will have an opportunity to not only be exposed to successful use cases, but also ask the hard questions behind those successes.

Takeaways:

  1. One of the best ways to learn is to hear the stories of success (and failure) from companies similar to yours.
  2. Asking questions of HOW the journey unfolded are just as important as the end result.
 

10:15 am - 10:40 am

Solutions Spotlight

Deep dives into the latest and greatest technology solutions to today's business problems.

 

10:45 am - 11:10 am

Executive Exchange

 

Think Tank

Designing the Digital Workplace

Employees are consumers of digital technologies such as IoT, AR and VR. The plethora of mobile devices has enabled them to work where they want and when they want which has raised the bar on employee expectations for tools and capabilities from their employers. In order for companies to retain the best and get the most out of their employees, it is vital to design and continually update the digital workplace. We will discuss the current trends as well as share case studies of successful digital workplace implementations.

Takeaways:

  1. Highly skilled employees will demand a mobile and efficient workplace.  
  2. Keeping these skilled employees fully engaged and passionate about your company is critical to achieving the desired digital transformation.

 

11:15 am - 11:40 am

Executive Exchange

 

Thought Leadership

Digital Transformation - Architecting Your Digital Platform at the Edge

The digital economy is forcing enterprises to transform how they connect customers, partners, employees and operations. Today's market leaders credit their speed and business advantages to their digital platform. Equinix will discuss how an Interconnection Oriented Architecture (IOATM) with a step-by-step playbook can redefine the edge - which is where to localize delivery of cloud-supported services to your customers, employees and partners - and architect your digital platform.

Sponsored by:

Equinix View details

 
 
 

11:45 am - 12:10 pm

Executive Exchange

 

Thought Leadership

Machines Are Friends Not Foes: Cognitive Computing Accelerates the Journey

Popular movies, books and television shows typically position advanced technology as a threat to humanity and all we hold dear. Yet cognitive computing technologies such as Artificial Intelligence (AI), Machine Learning (ML), Natural Language Processing and Augmented Reality (AR) are helping CIOs and CISOs make better decisions faster. We will discuss how cognitive computing can help us navigate the acceleration of activity and decisions that we are experiencing on our digital transformation journeys.

Takeaways:

  1. New cognitive computing technologies can be unnerving and difficult to trust.
  2. Used properly, cognitive computing technologies such as AI, ML and AR can provide data to humans in such a way to enable us to better prioritize the decisions we must make and make those decisions more effectively.

 

12:15 pm - 12:40 pm

Executive Exchange

 

Executive Boardroom

Where Are We on Our Journey? Effective Dashboards for FSI Decision Making

How fast are we going? Are we going in the right direction? How much fuel do we have in the tank? These are common questions for those on the move.  Companies on a digital transformation journey need effective dashboards to help them understand the myriad data sources screaming for attention. We will discuss best practices for the various types of dashboards that can be used to make the most important decisions for your company.

Takeaways:

  1. Digital Transformation is providing an increasing amount of data to be understood and analyzed in order to make the right decisions.
  2. Effective dashboards are a key tenet of consuming this onslaught of data.

Executive Boardroom

Navigating Security and Risk In a Changing IT Landscape

Agile, DevOps, containers, microservices, the cloud are all seeing increased adoption across the enterprise. However, while there are valid business reasons to embrace these new models, there is potential risk in implementation. Is this change necessary? If so, how can this change be accommodated effectively, safely? This session will cover some common elements of the risk of change - and of not changing - and suggest approaches to minimize risk as you adopt these new technologies.

Takeaways:

  1. The IT landscape will continue to change leading to new processes, new technologies and new "standard" ways of doing IT business.
  2. This changing landscape will present security challenges where you will need to balance the "pain of same" vs the "pain of change".

 

12:45 pm - 1:35 pm

Networking Luncheon

 

1:40 pm - 2:05 pm

Solutions Spotlight

Deep dives into the latest and greatest technology solutions to today's business problems.

 

2:10 pm - 2:35 pm

Executive Exchange

 

Think Tank

Exploring Business Analytics and Machine Learning

Successful companies are constantly evolving and identifying new and innovative ways to grow their business and drive customer demand. Highly skilled employees are all tools companies have leveraged to stay ahead of the competition. Data is all around us, and whether we are aware of it or not, virtually everything we do now results in the generation of new data. Every electronic message we send and receive, every internet site we visit - all of this contributes to the vast amount of data that corporations currently hold on us. Data is a commodity in today's world and one whose value is endless. So, what do we do with all this data?  The average person remains largely unaware of exactly how much power businesses have through data analytics. 

Takeaways:

  1. It makes extensive use of statistical analysis, including explanatory and predictive modeling, and fact-based management to drive decision making. 
  2. The new benefits that big data analytics brings to the table are speed and efficiency. 
  3. Advanced data analytics is being used across industries to predict future events.
  4. Explore key analytic trends, cultural dynamics impacting decision sciences and data analytics, best practices for structuring an analytics organization and barriers of success to using data and analytics to drive decision making.


Think Tank

Which "Friends" Do I Trust? Realities of 3rd Party Risk

It is not a matter of if, but a matter of when. Organizations, more and more, and are outsourcing business activities to third parties because of cost-savings, revenue opportunities, expertise, etc. Thus, collaborating with our business partners early to select the right third-party vendor(s) with the appropriate security posture is essential, especially for vendors hosting, processing and/or transmitting sensitive/regulatory information, or having access to our IT assets.

Takeaways:

  1. Regardless of the reasons, outsourcing some business functions to a third party seems inevitable in today's world.
  2. It is critical to have a proper vetting procedure of third parties before engaging them as business partners who have access to company systems and data.

 

2:40 pm - 3:05 pm

Executive Exchange

 

Thought Leadership

Driving Digital Transformation: Proactive Path vs. Reactive Response

Shakespeare wrote that we should be afraid of greatness as "some are born great, some achieve greatness and some have greatness thrust upon them". This is true today as well for CIOs and CISOs. Digital transformation will happen, the only question being will the CIO drive it or will it be thrust upon them. We will discuss how to be a proactive voice in driving your company's digital transformation journey instead of waiting and responding to the voice of others.

Takeaways:

  1. Digital transformation is happening with or without our actions.
  2. The most successful CIOs will drive this transformation from a proactive point of view instead of reacting to internal and external voices.

Thought Leadership

Can Technology Alone Prevent Phishing Attacks & Breaches?

In a world where we are talking about trusting self-driving cars, will we totally trust self "threat-assessing and action-taking" cybersecurity systems? Is technology enough? What is the human role in both preventing and responding to attacks?

Takeaways:

  1. Employees continue to be one of the leading, if not the leading, entry point for security breaches.
  2. Training about cyber attack approaches such as phishing is important, but using technology can help employees more consistently identify outside forces attempting to harm your company.

 

3:10 pm - 3:20 pm

Afternoon Networking Coffee Break

 

3:25 pm - 3:50 pm

Executive Exchange

 

Think Tank

CIO's Got Talent: Finding, Growing & Retaining the Best People

While new technology and solutions can help CIOs make more, faster and better decisions for an organization, nothing will take the place of a highly talented workforce. CIOs need to be great recruiters of talent but even more importantly growing the skills and capabilities of their team providing engaging and challenging opportunities for people. Competitive compensation is important for retaining great talent but so is a work environment where individual growth and development are front of mind and not an after thought.  

Takeaways:

  1. Highly skilled employees want an environment where they can grow their skills and feel appropriately challenged.
  2. Finding the best people, inside and outside of your company, and then providing a path to individual excellence is a key responsibility of CIOs.

 

3:55 pm - 4:20 pm

Executive Exchange

 

Innovation Partners Showcase

A brief, but compelling review of three new innovative technologies supporting digital transformation.

 

4:30 pm - 5:30 pm

Governing Board Executive Visions

CIOs/CISOs as the Consummate Communicator

Digital transformation is changing how you equip your employees and how your company interacts with customers. It is also changing the role of the CIO and CISO to be a business leader and internal sales leader for transformation. CIOs are now responsible for communicating strategies and recommendations to CxOs, boards and key stakeholders within a company. Join us, during lunch, for a passionate panel discussion with your peers as they share how they are successfully communicating internally to accomplish the company's goals.

Takeaways:

  1. CIOs must be great communicators, not only with their teams, but the rest of the organization.
  2. CIOs must learn the best ways to communicate clarity and urgency with boards and CXOs.

 

5:30 pm - 6:30 pm

Summit Happy Hour

 

6:30 pm - 8:00 pm

Networking Dinner

 

8:00 pm - 10:00 pm

After Dinner Networking

 

Tuesday, March 27, 2018 - CIO Finance Summit

8:30 am - 9:20 am

Networking Breakfast

 

9:30 am - 10:10 am

Keynote Presentation

CIOs & CISOs: One Foot on the Gas & One Foot on the Brake?

CIOs are facing increasing pressure to guide their companies to rapidly adopt new technologies and solutions to keep their companies competitive in their industry. CISOs are facing increasing pressure to keep their company and its data safe and secure from all threats. Without great vision and cooperation these goals can appear to be at cross purposes.

Takeaways:

  1. CIOs and CISOs are both facing pressures that could seem to be at cross purposes.
  2. CIOs and CISOs must work very closely together to accomplish both their individual organizational goals but also the overarching company goals to thrive.

 

10:15 am - 10:55 am

Keynote Presentation

The Power of Big Data: Energizing the Customer Experience

Customer intimacy is an imperative for companies who are struggling with increasing commoditization of goods and services and an explosive growth in the channels of engagement. Digital organizations have a head start and have disrupted traditional customer interfaces to gain competitive advantage. As a result, organizations across industries are now exploring ways to energize the customer experience and fill the digital gap. This session will present practical ways in which leaders in digital customer experience are leveraging big data to harvest customer insights, create new business applications and enable digital transformation within sales and marketing.

Takeaways:

  1. Discuss how CIOs and CMOs need to interact to enable effective operating models to monetize on big data.
  2. Discover how new data ingestion techniques and Big Data Lake are used to drive customer intimacy.

 

11:00 am - 11:25 am

Solutions Spotlight

Deep dives into the latest and greatest technology solutions to today's business problems.

 

11:30 am - 11:55 am

Executive Exchange

 

Think Tank

Shadow IT - To Embrace or Eliminate?

Best practice in most enterprises, at least as far as the CIO and CISO goes, is to squash Shadow IT wherever it is encountered. Shadow IT, the argument goes, leads to a world of data and integration problems for the IT department, and significant amounts of unknown and unquantifiable risk for the information security group. A small, but vocal minority; however, is beginning to advocate for Shadow IT as a catalyst of innovation, citing the increases in productivity and creativity by allowing enterprise staff to find their own out of the box solutions to organizational problems. CISOs can allow their organizations to have their cake (Shadow IT) and eat it too (still be secure) by following a few simple steps that allow them to build in security regardless of user activity.

Takeaways:

  1. Shadow IT is not malicious activity; it is simply the line of business user community looking to be efficient and effective.
  2. Embracing Shadow IT does not mean no holds barred and end users need to understand the limit of the boundaries and the reason for their existence.

 

12:00 pm - 12:25 pm

Executive Exchange

 

Thought Leadership

Planning for a Multi-Cloud Future

The promise of the cloud is almost beyond compare; infinite computing resources, unmatched reliability and uptime, instantaneous service availability, simplistic self-service and provisioning, and the low-low prices of a buy by the drink model. These are the reasons behind the rush to the cloud that we are currently experiencing, but the wholesale adoption does bring a downside " as more and more capability is moved to the cloud, more and more cloud providers are utilized since, for the most part, each provider offers only a limited suite of services. The multi-cloud environment that creates a new set of challenges that IT leaders need to overcome, notably resiliency, interoperability/integration, and security and compliance through careful planning and the lessons learned from building complex on premise distributed systems.

Takeaways:

  1. As enterprises move to the cloud, multi-cloud environments will increasingly become the norm, not the exception.
  2. Consistent planning and thoughtful architecture will be essential to efficient and effective cloud deployments.

Sponsored by:

Equinix View details

 
 
 

12:30 pm - 1:20 pm

Networking Luncheon

 

1:25 pm - 1:50 pm

Executive Exchange

 

Thought Leadership

 

1:55 pm - 2:20 pm

Executive Exchange

 

Think Tank

Disrupt or Be Disrupted: The Digital Transformation Journey Has No Parking Lots

The seemingly ever expanding cadre of technological tools available to incumbent industry leaders are also available to myriad start-ups. Start-ups are using these new technologies to disrupt industries of all types, changing how customers think about tried and true industries. Disruption is found on every corner and it is critical for CIOs to lead their organizations in a way that make them as nimble as their competitors.

Takeaways:

  1. Technology enables companies, especially start-ups with no legacy infrastructure, to disrupt industries overnight.
  2. CIOs need to lead their companies in ways that disrupt before they are disrupted by others.

 

2:25 pm - 2:50 pm

Executive Exchange

 

Think Tank

Diversity in IT

The importance technology plays within an enterprise will only continue to gain momentum as more developers, engineers, and programmers enter the workforce. As these segments continue to grow, so does the diversity of the workforce within the technology field. For a field that is severely constrained by a talent and skills gap, this influx of bodies can only be a good thing. Beyond the basic ability to deliver of identified capabilities a diverse workforce, whether cultural or gender influenced, offers a whole that is more than the sum of the parts. Finding ways to drive and increase diversity in IT then should be a key focus for every IT executive.

Takeaways:

  1. Identify the importance behind diversity in technology, opportunities, and capabilities.
  2. Discuss the importance of cultivating diversity at the grass-roots level and building post-secondary programs that drive awareness of and interest in IT.

 

2:55 pm - 3:30 pm

Governing Board Executive Visions

CIO as Driver of Digital Disruption

Digital transformation is causing digital disruption. Companies are faced with new competitors using new technologies to change how industries work. The CIO is in the best position to understand the limitations of legacy systems and processes and the opportunities that come with new technologies and capabilities.  We will discuss in this panel the best practices for CIOs to be the drivers of digital disruption for their company.

Takeaways:

  1. CIOs are in the best position to know how new technologies and thought processes can help their company be digital disruptors.
  2. Because of this, CIOs should be one of, if not THE, driver of digital disruption for their company.

 

3:35 pm - 3:55 pm

Governing Board Summary

Next Steps on the Digital Transformation Journey

Our Governing Board will summarize the learnings from the day and discuss the path forward for building an ongoing community of CIOs where common issues can be addressed and success stories can be shared.

Takeaways:

  1. Building an ongoing community with your peers can be an invaluable resource for tackling the digital transformation projects ahead of you.
  2. Sharing stories of success (and failures) is not reserved to a one-day CIO Summit, but should be shared on a regular basis with your peers.

 

3:55 pm - 4:00 pm

Closing Remarks

 

4:00 pm - 6:00 pm

Summit Happy Hour

Join the entire audience for networking, food and drink to wrap up the summit!