2016 Chief Marketing Officer Leadership Forum: Spotlight on Financial Services (Boston)

Thursday, sepTember 15, 2016

adminisTraTive noTes

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agenda

2016 Chief Marketing Officer Leadership Forum: Spotlight on Financial Services (Boston)

Thursday, September 15, 20168:00am – 5:15pm

8:00am – 9:00am

Breakfast

9:00am – 9:05am

Argyle Executive Forum Opening Remarks Featuring Argyle Host

Donna MacFarlandFormer CMO, Lincoln Financial Group Retirement ServicesFounder & Managing PartnerAccelerate Strategies LLC

9:05am – 9:45am

Keynote Presentation

Join CMO and Head of Consumer Strategy, at Citizens Bank, Beth Johnson, as she dives into some of the most pressing issues pressing on marketers today. Beth is a highly creative and effective business leader, marketer and strategist with deep expertise in financial services and customer-led growth. She has extensive experience developing and delivering corporate and business strategies, and has a proven marketing track record, leading a large marketing organization to drive improved business performance. Beth’s deep-expertise in data and analytics capabilities and building analytic teams oriented toward driving revenue growth through improved targeting capabilities and lowering costs through stream-lining fulfillment.

Her specialties include: revenue-building programs, P&L and budget management, product development design and execution, customer experience design, marketing strategies and execution, consumer and market research, strategy development and resource allocation, data and analytics capabilities

Beth JohnsonChief Marketing Officer and Head of Consumer Strategy-EVPCitizens Bank Inc.

agenda

9:50am – 10:10am

Thought Leadership Spotlight

Join Domo’s Christelle Flahaux, VP, Customer and Field Marketing, as she shares how leveraging the most relevant real-time marketing data can transform customer engagement across all channels, help you get your money in front of the leads that matter most, and tap into one of the industry’s fastest-growing and most profitable trends: account-based marketing.

Christelle FlahauxVice President, Customer and Field Marketing Domo

10:10am – 10:30am

Coffee Break

10:30am – 10:50am

Thought Leadership Spotlight:”Clear the Chaos to Become a Modern Marketer”

The fundamentals of marketing haven’t changed. Creating a positive, engaging customer experience is still every savvy marketer’s top goal. But achieving success in today’s digital landscape presents a vast array of modern marketing challenges. With ever-emerging channels requiring faster time to market, content overload, shrinking marketing budgets, and limited resources, how does a marketing leader control the chaos? Dave Panek, Senior Vice President at Aprimo, will discuss how today’s leading organizations streamline and simplify modern marketing complexities to produce greater agility, bold marketing initiatives, and unprecedented success.

David PanekSenior Vice President, Marketing Aprimo

agenda

10:55am – 11:40am

Panel Discussion: “Building and Measuring the Success of Your Content Marketing Strategy in the Financial World”

Session topics include, but are not limited to:

85% of consumers regularly seek out content from trusted experts when considering a purchase. Take away tactical advice and case studies from financial brands to enable you to build the foundation for your content strategy.

• Content: Tell great stories that matter and do them at scale. Discuss best practices and examples.• Strategy: What are some questions you need to answer to define your content strategy? Distribu-

tion: How often should we distribute? What channels should we use to distribute content to best reach your audience?

• Measurement: Determining ROI based on the different stages of the sales cycle.• Implement best in class practices in content marketing for financial services.

Panelists:Barbara ErnstVice President MarketingPrudential

Elliott BundyChief Communications & Marketing Officer ,Managing DirectorXL Capital Group

Christopher WhitlockVice President Creative Director UXDFidelity Investments

agenda

11:45am – 12:05pm

Thought Leadership Spotlight: “Tomorrow’s Marketer: The 3 T’s for Success in Financial Services”

Yesterday’s marketing was a support function unable to demonstrate ROI for financial services institutions. Tomorrow’s marketing will become a strategic function driving digital transformation to be the main steward of the client experience. But how do we get there? Radical shifts are required in the techniques and/or technologies we adopt, the talent we hire, and the teams we structure.

Join Marketo’s CMO, Chandar Pattabhiram, as he presents a new framework for becoming tomorrow’s marketer in today’s competitive financial services landscape. Learn how marketers can:

• Shift from traditional monologue-based techniques to modern dialogue-based marketing for engaging clients and advisors

• Create digitally connected experiences across multiple touchpoints to meet growing expectations of next-generation clients

• Build the marketing organization of the future incorporating the right departments and people

Michael BergerSenior Director of Product MarketingMarketo

12:05pm – 12:20pm

Coffee Break

12:20pm – 12:40pm

Thought Leadership Spotlight: “Content Marketing Enlightenment”

Alex CheesemanGlobal Head of Marketing SolutionsNewsCred

In an age where technology is adapting faster than human behavior, how do we as marketers, ensure we’re reaching our customers with the right message at the right time? This session will talk about some of the fastest growing trends in digital, why brands are adapting their communication strategies, the lessons they’ve learned, and what you need to do to compete.

12:40pm – 1:40pm

Lunch

agenda

1:40pm – 2:00pm

Thought Leadership Spotlight

Mark BornsteinVice President, Content MarketingON24

2:00pm – 2:45pm

Panel Discussion: “Engaging Customers in a Hyper-Connected Financial Landscape”

Session topics include, but are not limited to:

• What challenges has today’s hyper-connected financial customer presented to your business? • How are you addressing those challenges?• How has today’s sophisticated financial customer managed to gain ownership of the upend of the

financial services industry? • Understanding audience fragmentation and the multitude of channels being utilized by the cross-device financial customer throughout their decision process • How are brands adjusting to this new dynamic customer-centric dynamic, especially in a

traditionally regulated industry? How are marketers aligning and integrating their efforts across multiple channels to drive engagement?

• How are you anticipating regulation barriers and potential threats posed by newer outlets such as social media and apps

• How to leverage new tools and technologies to synergize marketing efforts across multiple channels and delivered a unified customer experience?

• Discuss using these tools to sift through and learn from meaningful customer data and tailoring marketing efforts accordingly while avoiding the “creepy factor,” especially given the sensitivity of financial data• Has your team been able to translate customer engagement into tangible results? • Can you share some examples of how you’ve measured ROI in this area?

Panelists:Alex CavalieriVice President, Digital Marketing,BlackRock Financial Management Inc.

Michele FreyVice President Product & Solutions MarketingPrudential Life Insurance

Laura WoosterVice President Insurance MarketingJohn Hancock

agenda

2:45pm – 3:00pm

Coffee

3:00pm – 3:35pm

Keynote Session: “Do Better by Doing Good”

The Financial Services industry is notorious for overcomplicating how it conducts business. Acronyms. Forms. Regulations. Products with so many bells and whistles it can be ear-splitting. So how can we effectively sell our products and build our brands in a genuine, simple way that will make people want to listen? And how do we change the perception that those of us who work in the industry don’t sit in dark rooms counting bags of money all day long?

In this fun, informative session, Beth Rusnock, who has helped build brands while building goodwill, will take cause marketing to a new level, sharing how stand-out brands are clearly standing for something (stadium-naming rights not required).

Beth will also explain how focusing on your cause can positively impact your bottom line and positively shift your company’s culture too, helping you do good inside and out.

Beth RusnockPresident, National Life Group Foundation, AVP Corporate Marketing and Community RelationsNational Life Group

3:35pm – 4:10pm

Fireside Chat

Jennifer StalzerVice President, Product and Brand CommunicationMasterCard

and

Kristie HelmsChief Content Officer | Head of Content Strategy, Digital Content Marketing and Social MediaState Street Corporation

agenda

4:10pm – 4:15pm

Argyle Executive Forum Closing Remarks Featuring Argyle Host

Donna MacFarlandFormer CMO, Lincoln Financial Group Retirement ServicesFounder & Managing Partner Accelerate Strategies LLC

4:15pm – 5:15pm

Closing Reception

__________________________________________________________________________________

*Please note, the agenda is subject to change.

The information, views, and opinions expressed by speakers and other participants at our conferences are those of the individual and do not necessarily reflect the views and opinions of Argyle Executive Forum.

Argyle Executive Forum, its directors and officers, do not guarantee that any information provided by a speaker or other participant is accurate or complete and Argyle Executive Forum does not endorse any opinions that may be presented.

parTners

Thought Leadership Spotlight Partners

Aprimo is a category-leading provider of marketing operations management solutions that enable marketers to manage the five essentials of marketing: planning, spending, creation, distribution, and performance. Aprimo’s comprehensive suite maximizes the effectiveness, accountability, and overall value of a company’s marketing investment. For more information, please visit www.aprimo.com.

Domo helps every employee—from the CEO to the front line worker—optimize business performance by connecting them to the right data and people they need to improve business results. The company is backed with more than $500 million from the world’s best investors and is led by a management team with tenure at the world’s most well-known technology companies.

Marketo (NASDAQ: MKTO) provides the leading marketing software and solutions designed to help marketers master the art and science of digital marketing. Through a unique combination of innovation and expertise, Marketo is focused solely on helping marketers keep pace in an ever-changing digital world. Spanning today’s digital, social, mobile and offline channels, Marketo’s® Engagement Marketing Platform powers a set of breakthrough applications to help marketers tackle all aspects of digital marketing from the planning and orchestration of marketing activities to the delivery of personalized interactions that can be optimized in real-time. Marketo’s applications are known for their ease-of-use, and are complemented by the Marketing Nation®, a thriving network of 400 third-party solutions through our LaunchPoint® ecosystem and over 50,000 marketers who share and learn from each other to grow their collective marketing exper-tise. The result for modern marketers is unprecedented agility and superior results. Headquartered in San Mateo, CA with offices in Europe, Australia and Japan, Marketo serves as a strategic marketing partner to more than 3,400 large enterprises and fast-growing small companies across a wide variety of industries. For more information, visit www.marketo.com.

parTners

NewsCred is on a mission to make marketing better for everyone. As the leading content marketing software, NewsCred provides the world’s most ambitious brands– Pepsi, Visa, Dell, ConAgra, Hewlett Packard, and more – with the best solutions in content creation, marketing management, cross-channel publishing, and measurement. Everyday, marketers rely on NewsCred to orchestrate their marketing across channels, collaborate with global teams, build brand awareness, and drive sales.

NewsCred is rewriting the rules of marketing, fueling a new way for marketers to share their stories with the world. Founded in 2008, NewsCred employs 200 people in seven global offices, serving customers in over 70 countries. Learn more at newscred.com and follow us on Twitter @newscred.

Thought Leadership Spotlight Partners

ON24 is the global leader in webinar-based marketing solutions that drive demand generation and customer engagement. Its patented cloud-based platform features an interactive and immersive user inter-face and industry-leading webinar analytics for events, campaigns and benchmarking. Providing one-click access from any computer or mobile device, ON24’s award-winning solutions are integrated with leading CRM and marketing automation platforms, enabling marketers to optimize demand generation, enhance lead qualification and accelerate opportunities in their sales pipelines. More than 1,000 enterprises of all sizes rely on ON24, including IBM, CA Technologies, Merck, JPMorgan Chase, Deloitte, Credit Suisse, and SAP. http://www.on24.com

Marin Software Incorporated (NYSE:MRIN) provides a leading Revenue Acquisition Management platform used by advertisers and agencies to measure, manage and optimize more than $6 billion in annualized ad spend across the web and mobile devices. Offering an integrated platform for search, display and social, Marin helps advertisers and agencies improve financial performance, save time, and make better decisions. Headquartered in San Francisco, with offices worldwide, Marin’s technology powers marketing campaigns in more than 160 countries. For more information about Marin’s products, please visit: http://www.marinsoftware.com/solutions/overview .

breakout session partners

parTners

breakout session partners

Modern Marketers choose Oracle Marketing Cloud to build customer obsessed cultures, create and manage ideal customers, and power revenue performance. They use award-winning technology and expertise to transform marketing by truly knowing the customer, engaging with cross-channel marketing, and achieving data driven accountability. Integrated information from cross-channel, content, and social marketing with data management and dozens of AppCloud apps enables these businesses to target, engage, convert, analyze, and use award-winning marketing technology and expertise to deliver personalized customer experiences. Marketing Simplicity. Gain the most comprehensive view of customer data. Simplify marketing complexity with the most powerful cross-channel platform. Deliver personalized content at each step of the customer journey.

Customer Centricity. Capture data and use a single customer profile for every marketing process. Recognize every customer as an individual. Engage customers intelligently with content in context to deepen the relationship.

Enterprise Ready. Consider the advantage of a single unified solution that marketers love and IT trusts. Connect all marketing technology on one platform. Unify your data and execute programs across all digital channels.

Visit oracle.com/marketingcloud.

parTners

Leapfrog, The Performance Marketing Agency

For over 20 years Leapfrog helps leading brands like Comcast, Discover DeVry University, Anthem, Allstate, Fifth Third Bank, and many more, to grow digital market share, acquire new customers, and deliver profitable sales. Our easy-to-integrate LFX Conversion Platform connects the consumer journey unlocking once unattainable marketing intelligence that fuels omni-channel media buying strategies and the targeting of real-time, relevant consumer experiences that compel consumers to convert to customers. Leapfrog analyzes performance and consumer behavior to the plan and predict with the purpose of driving continuous optimization.

Our team is uniquely comprised of marketing strategists, data scientists, media planners, developers and software engineers. We share a collective mission: to repeatedly achieve our clients’ digital acquisition and business outcome goals. Our digital marketing acquisition solutions are disruptive without disrupting our clients’ current agency relationships and IT infrastructure. We are completely transparent in showing exactly how we optimize digital conversion results from initial click through the closed sale. In the end, we help our clients move from where they are to where they want to be in their digital marketing optimization journey.

Senior Supporter Partner

parTners

Established in July 2000, Invest Hong Kong (InvestHK) is the Hong Kong Special Administrative Region (HKSAR) Government Department responsible for Foreign Direct Investment. Its mission is to confirm and strengthen Hong Kong as Asia’s leading international business and financial centre by attracting economically and strategically important overseas and Mainland companies to invest in Hong Kong.

As of December 2014, Invest Hong Kong has completed over 3,440 investment projects creating more than 37,500 new jobs in the first year of operation or expansion and over HK$91 billion of investment.

InvestHK wants companies to succeed and minimise their risk by using Hong Kong to access business opportunities in China and across the region. It partners with clients on a long-term basis and is available to help at any stage of their business development in Hong Kong. The Department’s free, customised and confidential services include the following:

planning – Provide the latest information on the Hong Kong business environment including sector- specific advice and business opportunities, cost-of-business models, business incorporation procedures and latest regulations, and legislation and arrangement of visit programmes.

Set up – Facilitate the smooth set up of a client’s business by making introductions to business service providers, liaison with relevant government departments, advice on finding the right business location and help with settling into Hong Kong.

Launch – Help with generating free publicity to support the launch or expansion of a client’s Hong Kong business.

Expansion – Ongoing help to support the development of a client’s Hong Kong business such as business networking opportunities, business matching services and advice on research and development grants and other government schemes.

To learn more about InvestHK, please visit the following website: www.investhk.gov.hk

Supporter Partners

parTners

LiveWorld is a social media solutions company that provides services and software for human engagement at scale to help brands develop deeper relationships with customers. LiveWorld delivers a full range of social media solutions to improve relationship marketing, customer support, and market learning. Fortune 500 brands use our solutions to engage their clients in a way that’s social, personal, and direct, yet affordable and sustainable on a large scale. Our proprietary technology empowers people to moderate and respond to user comments at scale and to analyze data in context with human intelligence and sensitivity. LiveWorld is a trusted partner of the world’s largest brands, including the number-one companies in retail, CPG, pharmaceutical, and financial/travel services. For our clients, we develop strategy, create and publish content, engage customers, moderate content, manage crises, and glean insight from social media. LiveWorld is headquartered in California, with offices in New York City and San Jose. Learn more at www.liveworld.com and@LiveWorld.

Supporter Partners

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

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Perspectives by:• Darren Cockrel, Chief Information Officer, UPS• Ted Hughes, Vice President, Information Management, American Equity Investment Life Holding• John Rethans, Global Digital Strategy, Apigee• Ciara Jackson, Chief Information Officer, Illinois State Board of Investments• Richard Pless, Global Head of IT Program and Portfolio Management, R&D, QA, HR, and Information

Security, Takeda Pharmaceuticals North America• Ilise Goldberg, Vice President, Senior IT Business Partner, Jones Lang LaSalle• Kevin Boyd, Chief Information Officer, University of Chicago• Dan Lyne, Senior Vice President- Global Technology and Media Practice, CBRE Group, Inc.• Karla Giroux, Global Head of IS/IT Communications, Takeda Pharmaceuticals North America• Munu Gandhi, Vice President, Infrastructure Services, Aon Corporation• Lewis Lancaster, Director of IoT, Solstice• Jason O’Sullivan, Vice President of Enterprise Technology, Cars.com• Jill Helenbrook, Vice President, IT Business Office, Walgreens• Graham Draughon, Vice President & Senior Managing Director, Information Security, Springleaf Financial• James MacLennan, Chief Information Officer, IDEX Corp.• Steve Littig, Senior Solutions Consultant, Appian• Michael Kennaugh, Vice President and Chief Information Officer, Reyes Holdings

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September 28, 20162016 Human Capital Leadership Forum (Los Angeles)Los Angeles, CA

Perspectives by:• Cindy Ballard, CHRO/SVP, Tribune Media• Melissa Gabriel, Senior Vice President, Human Resources, Legendary Entertainment• Brenda Diederichs, Chief Human Resources Officer, Orange County• Dana Lipman, Executive Vice President, Chief Human Resource Officer, General Counsel, YMCA of the

USA• Rajeev Behera, CEO, Reflektive• Alex Goryachev, Senior Director of Innovation Strategy and Programs, Cisco Systems• Ross Pollack, Executive Vice President & Chief Human Resources Officer, Lions Gate Entertainment Corp.• Jim Glantz, Vice President, Head of Talent Development, The Wonderful Company• Kevin Walker, Director of Employer Insights, Indeed• Jason Mullens, Chief Human Resources Officer, Cetera Financial Group• David Pumpelly, Regional Sales Director, Avature• Jeanne MacDonald, President, Global Talent Acquisition Solutions, Futurestep• Sonia Vora, Head of Talent, Human Resources, Cetera Financial Group• Troy Achong, Vice President, Organization Development and Training, 20th Century Fox• Mark Blankenship, Executive Vice President, Chief People, Culture & Corporate Strategy Officer, Jack in

the Box• Sarah Smith, Director of Talent Management, Marathon Oil Corporation

September 28, 20162016 Chief Information Officer Leadership Forum (Toronto)Toronto, on

Perspectives by:• Maurizio Laudisa, Chief Information Officer Vice President Information Services and Procurement, Superior

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September 28, 20162016 Chief Marketing Officer Leadership Forum: Fall Event (Chicago)Chicago, IL

Perspectives by:• Brian Krause, Vice President, Marketing & Communications, Molex• David Gibbons, Vice President, Product Marketing, Domo• Brett Groom, Executive in Residence & Advisor at Abundant Venture Partners, ConAgra Foods• Jennifer Fondrevay, Vice President, B2B Marketing, Apollo Education Group• Don Hoffman, Vice President, Marketing, Cracker Barrel Old Country Store• Diann Scott, Vice President, Marketing, Franklin Electric Co• Jeff Collins, CRO, Viant• Emily Hathcoat, Vice President, Head of Marketing, CNA Financial Corporation• Jonathan Moran, Customer Intelligence Product Marketing, SAS• Elie Auvray, CEO & Co-Founder, Jahia• Jodi Navta, Chief Marketing Officer, Coyote Logistics• Parvez Patel, VP, eCommerce, Digital Marketing & Merchandising, W.W. Grainger• Kelly Manthey, Chief Strategy Officer, Solstice• Tom Lombardo, COO, Digital and Mobility (EVP), Jones Lang LaSalle• Linda McGovern, Senior Vice President, Global Marketing, USG Corporation

September 28, 20162016 CMO Think Tank: The Future of Data-Driven Marketing (Atlanta)atlanta, ga

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october 6, 20162016 Think Tank: The Digital Chief Learning OfficerChicago, IL

Perspectives by:• Kerry Hearns-Smith, Vice President, Learning Strategy and Global Solutions, Xerox• Amanda Dunn Kelly, Senior Vice President, Learning & Leadership Development Executive, Bank of

America• Frank Nguyen, Vice President, Integrated Learning & Performance, Sears Holdings

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Perspectives by:• Cory Treffiletti, Vice President, Marketing, Oracle Data Cloud, Oracle

October 19, 20162016 Leadership in Digital Marketing Forum (New York)New York, NY

Perspectives by:• Raina Moskowitz, Vice President, Strategy & Business Operations, Consumer Products and Services,

American Express• Ashley Berman, Vice President, Digital Marketing, Birchbox• Leslie Doty, Executive Vice President, Consumer Marketing & Revenue, Time Inc.• Aniko DeLaney, Global Head of Corporate Marketing, Managing Director, BNY Mellon• Sean Shoffstall, Vice President, Marketing, Teradata Marketing Applications• Matt Zilli, Senior Director, Product & Segment Marketing, Marketo• MQ Qureshi, Head of Global Digital Experience, McDonald’s Corporation• Tim Perek, North American Head of Digital Customer Experience, Schneider Electric• Will Brunt, Senior Vice President of Marketing and Chief Innovation Officer, Smithfield Foods• Jerome Hiquet, Chief Marketing Officer, Tough Mudder• Adele Sweetwood, Senior Vice President Global Marketing, SAS• Dave Campbell, Vice President of Conversion Strategy, Bounce Exchange• Kristin Fassler, Vice President, Director of Marketing, Bertelsmann Digital Media Investments• Ken Bausch, Vice President Marketing, World Kitchen• Robin Wyatt, Vice President, Marketing, Disney Theatrical Group, The Walt Disney Company• Donald King, Vice President, Chief Marketing Officer, W.W. Grainger• Rick Miller, Vice President, Consumer Insights, Networked Insights• Angela Tribelli, Chief Marketing Officer, HarperCollins Publishers• Scott McAllister, Senior Vice President, Digital Marketing & Revenue, Time Inc.• Nicole Wiley, Executive Director, Morgan Stanley• Dina Rosenbloom, Vice President, Marketing, International Cosmetics & Perfumes• Kevin Thompson, VP Marketing and Customer Experience, Simon Property Group• Peter DeNunzio, CEO, HelloWorld• Paul Tyler, Senior Vice President, Strategy and Business Development, Fidelity & Guaranty Life• Elyse Southwell, Vice President of Advertising & Digital Sales, NASDAQ• Elissa Tomasetti, Senior Vice President, Marketing, Scholastic Publishing• Imran Haque, Head of eCommerce, Digital Strategy and Multichannel Marketing, Zoetis• Amanda Rubin, Global Co-Head, Brand and Content Strategy, Goldman Sachs• Lucy Zachman, Managing Director - Digital Marketing, Synchrony Financial• Mike Slusarz, Vice President, Marketing & Corporate Communications, Barnabas Health• Igor Bekker, Vice President, E-Commerce and Digital Marketing, Alex and Ani• Mari Pagliughi, Head of Digital Communication, Guardian Life Insurance of America• Matt Nolan, Director of Product Marketing, Pegasystems• Frank Wong, Head of Digital Media, Hyatt Hotels Corporation• Bryan VanDyke, Head of Digital Strategy, Morgan Stanley• Glenn Burke, Vice President, Marketing & Business Development, Avis Budget Group

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Perspectives by:• Ali Bouhouch, Chief Technology Officer and Vice President of Enterprise Architecture, Sephora USA• Peter Eichelberger, Former Senior Vice President, IT Operations, Alex and Ani• Sanjay Shringarpure, CIO, E. & J. Gallo Winery• Paul Campbell, VP Innovation, Schneider Electric• Sonu Nayyar, Vice President, Production Operations & IT, LinkedIn• Aditya Bhasin, Vice President, Software Design & Development, Stanford Health Care• Sruti Patnaik, Vice President, IT - Stores and Corporate Systems, Ross Stores• Manish Vipani, Vice President and Chief Architect of Enterprise Architecture, Kaiser Permanente• Bruce Schinelli, Chief Information Officer and Vice President, TTX Company

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Perspectives by:• Richard Konrath, Vice President & General Counsel, North America, CNH Industrial N.V.• Kyle Gann, Partner, Jenner & Block• Fred Stein, Senior Vice President & General Counsel, Outerwall• Mark Jaeger, Senior Vice President Human Resources, General Counsel and Secretary, Jockey

International• Mark Ohringer, Executive Vice President, Global General Counsel and Corporate Secretary, Jones Lang

LaSalle• Carrie Hightman, Executive Vice President and Chief Legal Officer, NiSource• Erik Dyhrkopp, General Counsel Americas, BOSCH• Michael Rowles, Executive Vice President and General Counsel, Live Nation• Matthew Geekie, Senior Vice President, Secretary and General Counsel, Graybar• Kevin Backus, Senior Vice President, General Counsel and Secretary, ThyssenKrupp USA• Denise Cade, Senior Vice President, General Counsel & Corporate Secretary, IDEX Corp.

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Perspectives by:• Blake Brannon, Vice President Product Marketing, Vonage Holdings Corporation• Brian Dooling, Vice President, Marketing, U S Security Associates• Jennifer Warawa, Executive Vice President, Product Marketing, Sage• Elizabeth Ward, Chief Marketing Officer, United Way• Jo Ann Herold, Global Chief Marketing Officer, Interface• Kathy Van Pelt, Vice President, Strategic Marketing, Randstad• Mike Parker, Vice President Marketing and Customer Service, Saia• David Craig, Senior Vice President, Wholesale Bank Marketing, SunTrust Bank• Todd Hoff, Vice President, Marketing, CHEP• Molly Battin, Chief Brand Strategy Officer, Turner Broadcasting System• Shonodeep Modak, Chief Marketing Officer, Distributed Power Services, General Electric

October 27, 20162016 Customer Care Virtual Event (October)virtual

Perspectives by:• Jennifer Kuechler, Vice President, Customer Experience Management, Altisource• Sarah Miller Wright, Vice President, Customer Care Operations, Shaw Communications

upComing evenTs

november 2, 20162016 CMO Think Tank: The Future of Data-Driven Marketing (Charlotte)Charlotte, nC

Perspectives by:• Dan Roden, Sr. Director, Product Advocacy, Domo

november 2, 20162016 CFO Breakout Lunch (New York)New York, NY

Perspectives by:• Jeff Henley, Chairman of the Board, Oracle

november 2, 20162016 Chief Financial Officer Leadership Forum (New York)New York, NY

Perspectives by:• Syed Rizvi, Vice President, TCS BPS, Tata• John Paradisi, Managing Director, Group Head Corporate Development and M&A, CIT Group• Khozema Shipchandler, VP & Chief Financial Officer, General Electric• Roger Blanken, Vice President, Finance, International Flavors & Fragrances• Sas Mukherjee, EVP, CFO and Chief Strategy Officer, York Risk Services Group• Erik Charles, Vice President, Product Marketing, Xactly• Alan Gallo, Executive Vice President, Enterprise Strategic Initiatives, American Express• Matthew Cantwell, Vice President, Strategy & Finance, McGraw-Hill Global Education Holdings• Liam Logue, Head of Corporate Development, United Drug• Chetan Bhandari, SVP, Corporate Finance and Treasurer, Toys R Us• Gary Crowe, Senior Vice President & Chief Financial Officer, Ricoh

november 2, 20162016 Customer Experience Leadership Forum: Fall Event (New York)New York, NY

Perspectives by:• Thom San Filippo, Vice President Customer Service, Dow Jones• Lisa Biggica, Vice President Call Center Support, BB&T Corporation• Brent Cogswell, Vice President - Customer Care Center, Schneider Electric• Michael Stromer, Vice President Digital/ Tech Products, JetBlue Airways Corporation• Michael Borts, Senior Vice President, Client Services, Warner Music Group• Carrie Santonastaso, Vice President, Customer Service, Philadelphia Insurance Companies• Daniel Lebish, Executive Vice President, Chief Operating Officer, Aflac• Michael Biondo, Vice President Customer Operations, iHeartMedia• Eve Snyder, Lead Director/Vice President Customer Centered Transformation, AXA Equitable Life

Insurance Company

upComing evenTs

november 2, 20162016 CFO Breakout Breakfast (New York)New York, NY

Perspectives by:• Mark Clouse, Partner, A.T. Kearney• Yves Thill, Partner, A.T. Kearney

November 3, 20162016 CMO Think Tank: The Future of Data-Driven Marketing (Washington, DC)Washington, DC

Perspectives by:• Dan Roden, Sr. Director, Product Advocacy, Domo

november 10, 20162016 Chief Marketing Officer Leadership Forum: Fall Event (San Francisco)San Francisco, CA

Perspectives by:• Karen O’Brien, Vice President, Global Social Media, Western Union• Robert Chatwani, Chief Revenue & Marketing Officer, Teespring• Shawn Dennis, Head of Brand Development, DreamWorks Animation SKG• Elie Auvray, CEO & Co-Founder, Jahia• Rohini Jatkar, Head of Integrated Marketing, Essex Property Trust• Geoff Farris, Chief Revenue Officer, Adgorithms• Michael Lacorazza, Executive Vice President, Head of Integrated Marketing, Wells Fargo• Eric Stahl, Senior Vice President, Product Marketing, Salesforce Marketing Cloud• Pamela Greenwalt, Chief Communications & Marketing Officer, Screen Actors Guild• Dave Karraker, Vice President, Engagement & Advocacy, Campari America• Umberto Luchini, Vice President of Marketing, Campari America• Robert Kennedy, Jr., Global Head of e-Commerce & Digital Marketing, Bio-Rad Laboratories

november 15, 20162016 Human Capital Leadership Forum (Dallas)dallas, TX

Perspectives by:• Jennifer Brungardt, Senior Vice President, Operations Recruiting Manager, Texas Capital Bank• Jamie Kapper, Head of Global Talent Strategies and Talent Acquisition, North America, Ericsson• Jennifer Congdon, Vice President, Human Resources - Applied Water Systems, Xylem• Linda Valdez Thompson, Executive Vice President of Administration and Diversity, Dallas/Fort Worth

International Airport• Karen Thornton, Vice President of Human Resources, FTS International• Melkeya McDuffie, Vice President, Talent Acquisition, Waste Management• Ron Massey, Chief Human Resources Officer, BT Global Services• Denise Grode, Vice President, Global Talent Management & Corporate HR, Lennox International• Phil Pirkle, Executive Vice President, Talent Management, United Supermarkets• David Pumpelly, Regional Sales Director, Avature• Angelia Pelham, Executive Vice President and Chief Human Resources Officer, Cinemark• Issac Jayaraj, Vice President, Human Resources, Schneider Electric

upComing evenTs

November 17, 20162016 Chief Financial Officer Leadership Forum: Fall Event (Chicago)Chicago, IL

Perspectives by:• Darrell Carpenter, Vice President, Commercial and Industrial Global Finance, Underwriters Laboratories• Norman Smagley, Executive Vice President and Chief Financial Officer, Gogo Inc• Brandt Kucharski, Corporate Controller and Vice President, GrubHub Seamless• Cathy Hauslein, Senior Vice President, Chief Accounting Officer, Mattress Firm• Mitch Helfand, Vice President Finance, Anthem• Dianna Rose, Controller, Ford Motor Company• Louis Cheung, Executive Director, Supply Chain Management, Arkema

december 8, 20162016 Chief Marketing Officer Leadership Forum (Dallas)dallas, TX

Perspectives by:• Gary Griffin, Senior Vice President, Database Marketing, Bank of America• Christelle Flahaux, Vice President, Customer and Field Marketing, Domo• Jennifer Dominiquini, Chief Marketing and Client Experience Officer, BBVA• Naeem Kayani, Vice President, Marketing & Digital Product Management, Nationstar Mortgage• Theresa Palermo, Chief Marketing Officer, Vera Bradley

December 13, 20162016 Chief Information Officer Leadership Forum (New York)New York, NY

Perspectives by:• Christian Kulczytzky, Vice President, Enterprise System, McGraw Hill Companies• David Sullivan, Vice President, Regional Application Development Planning & Effectiveness, MetLife• Gary Hoberman, Executive Vice President and Co-Chief Information Officer, MetLife• Stan Kreydin, Global Chief Technology Officer, Wyndham Worldwide Corporation• Phillip Miller, Head of Infrastructure & Technical Engineering, Brooks Brothers

december 15, 20162016 Customer Care Leadership Forum (San Francisco)San Francisco, CA

Perspectives by:• Stephen Keeney, Vice President Customer Experience, Global Quality, LAM Research Corp.• Gil Resultan, Senior Vice President, Treasury Management, Wells Fargo• Brian Popelka, Senior Vice President of Customer Care, Overstock.com• Heather Simon, Head of Service Design, Autodesk• Brian Gillespie, Vice President, Forecasting and Financial Excellence, Comcast Corporation• Danielle Coe, Vice President, Customer Strategy, Prudential• Marie Floyd, Senior Vice President, Digital Customer Experience, Wells Fargo & Company• Melanie Arens, Vice President, CX Innovation Program & Digital Customer Experience Delivery Manager,

Wells Fargo• Kelly Hendricks, Area Vice President, Global Customer Service, Verizon• Anish Shah, Head of Customer Engagement, E*TRADE Financial Corporation

upComing evenTs

december 15, 20162016 Chief Information Officer Leadership Forum (Atlanta)atlanta, ga

Perspectives by:• Lee Crump, Group Vice President & Chief Information Officer, Rollins• Dwain Wilcox, Chief Information Officer, Axiall Corporation• Tim Callahan, SVP, Global Chief Security Officer, Aflac• David Fourqurean, Senior Vice President and Operational Risk Manager, Wells Fargo• Ryan Mannion, Chief Technology Officer, Hearst Corporation• Vish Narendra, Vice President & Chief Information Officer, Graphic Packaging• Serena Sacks, Chief Information Officer, Fulton County School District

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