2015

The Competitive

Intelligence and Market

Research Summit

September 17-18, 2015

Boston, MA

Strategic Analysis and Collaboration

Competitive Intelligence Scenario Planning

Predictive Product Forecasting

Building Organizational Thought Leadership

Wargaming & Simulations

Product Road Mapping & Lifecycle Optimization

www.jpk-grp.com/BOSCI2015

inquiry@jpksummits.com

858-386-0013 | #BOSBF2015

THE COMPETITIVE INTELLIGENCE AND MARKET RESEARCH

SUMMIT 2015 This attendee focused summit is a unique blend of analytics,

market and product forecasting, strategy, product innovation and competitive and market intelligence that is unmatched in the industry. Why should you attend -

Our forums allow attendees to learn and share best practices, walk away with real-concrete, actionable solutions and expand their professional skill sets. We bring together a diverse and experienced speaking faculty and high level attendees—simply put, the right people in the room focusing on education and networking. You will NOT find exhibit halls or software vendors pushing their services at our summits. The agenda allows you to choose between multiple break out session options so you and your team can converse and interact with other attendees and presenters. By attending, you and your group will walk away with invaluable-actionable examples, insights and connections that will help you tackle challenges in your current role. Unique format -

We understand not everyone learns at the same pace or delivery method. Our learning sessions range from 1 hour keynote sessions, to longer workshop sessions and 100 minute group dialogue and discussion sessions that offer more hands-on, interactive learning. These sessions are designed to help each attendee get the absolute most out of the other attendees and speakers. What is included -

Along with the excellent learning and networking opportunities, your tuition fee covers a full, hearty breakfast, lunch, snacks and refreshments for both days. Also, stay after the last session on day 1 for our networking reception and enjoy drinks on us while you network with your peers.

Past Attendee Organizations Abbott Laboratories Adidas Advance Auto Alcoa Inc Allstate Insurance Company Amgen BP Bridgestone Capital One Bank CBS Interactive Chevron Chiquita Cisco Citrix Clorox Coca-Cola Del Monte Foods Dr Pepper Snapple Group DuPont eBay Experian FedEx Services Ghirardelli Guitar Center Hallmark Cards, Inc. Hewlett Packard Intel Intuit JcPenney JetBlue John Hancock Financial Services Johnson & Johnson Kaiser Permanente Kohler Company Lincoln Financial Masonite Mayo Clinic Microsoft Oracle Overstock PepsiCo Pfizer Philips Qualcomm Rolls-Royce Corporation Shutterfly Siemens Sony Corporation of America Target United Healthcare Whirlpool And more…

Who Should Attend? Customer Insights

Customer Programs and Market Insight

Market and Competitive Intelligence

Strategic Marketing

Customer and Market Insights

Market Analysis

Sales Intelligence

Executive Vice President

Forecast Analyst

Business Analytics

Business Development

Marketing Intelligence and Strategy

Market Research Manager

Marketing Coordinator

Price Analyst

Product Manager

Product Marketing

Alliance and Channel Sales

Customer & Web Analytics

Operations Manager

Project Manager

VP Sales & Marketing

VP Strategy and Analytics

And many other professional titles

Quick Glance Summit Schedule

7:45am Registration and Breakfast

8:15am Welcome and Opening Comments

8:30am Opening Keynote:

Collaborative Analytics and Insights Uniting strategy with organizational intelligence to anticipate industry change

10:45am 15 Minute Networking and Refreshment Break

9:45am Keynote:

The Art and Science of Good Forecasting Leveraging data and analytics with good instincts and sound judgment

Thursday, September 17th, 2015

Keynotes

Sessions

11:00am

Innovative and Ethical Ways to Collect CI Identify the gray areas of CI and discuss ethical boundaries

2:15pm

Using Competitor's Products as a Primary Intelligence Source

Innovative approaches to market intelligence and uncovering potential growth areas

Competitive Intelligence Topics

11:00am

Driving Innovation with Product Lifecycle

Management (PLM) Linking the PLM framework’s capabilities to key corporate

and product priorities

Product Intelligence and Innovation Topics

2:15pm

Predictive Product Forecasting

Capitalizing on predictive analytics to improve product

lifecycle planning

1:oopm

Perspectives on Leveraging Resources

Everything they didn’t tell you about starting a CI function: Achieving stakeholder buy-in and on being the Oracle

1:oopm

Assessing Product Features Against Customer Expectations

A framework for evaluating customer expectations, learning how product features can delight or disappoint, and optimizing feature sets

12:00PM Lunch

5:00PM Networking Reception

3:30pm

The Essential Competitive Analysis Methods and Tools Exploring multiple methods and tools to support the ongoing intelligence needs of your organization

Workshop

2:00pm 15 Minute Networking and Refreshment Break

Quick Glance Summit Schedule

7:45am Registration and Breakfast

8:15am Welcome and Opening Comments

8:30am Opening Keynote:

TBD

10:45am 15 Minute Networking and Refreshment Break

9:45am:

Competitive Intelligence 2.0

Turning information into action

4:00pm Adjourn

Friday, September 18th, 2015

Keynotes

Sessions

Group Dialogue and Discussion

11:00am

Business Analytics: The Missing Piece in the CI Puzzle Integrate a level of business intelligence to measure the impact of competitive activity and elevate the value of insights and recommendations through comparative analysis

12:00PM Lunch

11:00am

Strategic Product Introductions Mapping out product launch plans that are strategic to your business

Competitive Intelligence Topics Product Intelligence and Innovation Topics

1:00pm

Emerging Trends in CI

Learn and utilize new methods and techniques to optimize CI effectiveness throughout your organization

1:00pm

Road Mapping & Lifecycle Optimization

Strategically planning & mapping the full product lifecycle

2:15pm

Innovative Intelligence Join other attendees and presenters in this unique forum to discuss pertinent CI tools and collaborate to solve actual

organizational intelligence issues

2:00pm 15 Minute Networking and Refreshment Break

www.jpk-grp.com/BOSCI2015

inquiry@jpksummits.com 858-386-0013

CONTRIBUTORS

Judith Schieve – Competitive Intelligence Lead, Systems and Products at Motorola Solutions

Judy Schieve provides advanced competitor and market intelligence for Motorola Solutions' ASTRO® 25 land mobile radio infrastructure portfolio. As a recognized leader, she quickly transformed the competitive intelligence role at Motorola Solutions into a dynamic function that is a key part of defining the ASTRO 25 infrastructure roadmap. As part of her role, Judy provides recommendations to senior management based on research findings. Most recently, Judy has been featured in Motorola Solutions Competitive Intelligence Video Series, which provides the latest competitive intelligence and bidding strategies to help support global sales enablement.

Judy’s extensive experience in marketing strategy and product management has helped shape her role as the competitive intelligence lead for ASTRO 25. She has successfully led teams that executed new product launches, including a 3-level certification in 4.5 months and a cellular enclosure product that achieved $40M in its first year.

She holds a BSEE from the University of Illinois, and an MBA from Northwestern University’s Kellogg School of Management.

Craig McHenry – Senior Director, New Business Development at The ABIS Group

Craig McHenry has, most recently, served as Director of Competitive Intelligence for Wyeth Nutrition, Nestlé. He spent the past 21 years in the pharma industry contributing his CI expertise across several business functions including business development, secondary research and analysis, and market re-search. Craig played a key role in forming AHP/Wyeths first Business and Competitive Intelligence function, eventually directing a team of seven within a Competitor Insights function supporting new products and commercial brand decision makers. He has been a member of SCIP since 1993, is an ACI graduate and enjoys outdoor activities with his family.

Bill Allen – Senior Product Manager, Mobile Apps

Bill Allen has been a part of more than a hundred product-development efforts. In his role as a Senior Product Manager at Bose Corporation, Bill articulated the requirements for – and guided the development of – such market-leading products as the original Bose Wave Radio, more than ten generations of Lifestyle and 3•2•1 music and home-theater systems, and the groundbreaking Videowave TV. He coordinated his team’s global research into products, markets, emerging trends & regulations, and competitors’ businesses, directed staff write-ups of that research in two-page briefs and longer-format whitepapers, and managed weekly, international distribution of those publications to more than 1,000 employees. He holds four US patents. Prior to Bose, Bill was a consultant at Arthur D. Little, and held roles in engineering, OEM sales, and technology licensing at audio innovator dbx, Inc. Bill received Bachelors’ degrees in Engineering from both Dartmouth College and the Thayer School of Engineering at Dartmouth.

www.jpk-grp.com/BOSCI2015

inquiry@jpksummits.com 858-386-0013

CONTRIBUTORS

Victoria Lefevers — Manager, Market and Competitive Intelligence at Carbonite

Victoria is passionate about building knowledge communities in order to make intelligence work accessible to all practitioners. She joined Carbonite in 2014 to stand up the company's market and competitive intelligence function, and previously ran communications for the CI division at EMC. Seeing a need for collaboration across intelligence groups, she recently founded the Boston-area market, business & competitive intelligence meetup community, and is also a member of SCIP and SLA CID. Victoria's formal training is in qualitative research methods; she holds a MBA and certificate in CI from Johns Hopkins University, and a MA in Communication from UNC Greensboro.

Craig Fleisher – Chief Learning Officer (CLO) at Aurora WDC

Craig is focused on how to enhance and lead insight-related activities in business; developing the sensemaking/-giving culture, capabilities and processes that result in superior analysis, actionable de-cisions and market/stakeholder success.

For more than 25 years, his thought-leading expertise has been heavily cited in leading intl. media, publications and shared globally with many associations, public bodies, think tanks, as well as top companies including, among others, 3M, Bell, BHP, CIBC, EDS, ESSO, GE, GM, IBM, J&J, Labatt, Levi Strauss, Merck, P&G and TSX.

Arik Johnson – Founder and Chairman at Aurora WDC

Arik Johnson is Chairman of Aurora WDC, the intelligence advisory firm he founded in 1995. After stepping aside as CEO in late 2009, today Arik serves as Managing Director and lead architect at Aurora’s R&D lab, think tank network and intelligence policy institute, the Center for Organizational Reconnaissance (COR). Arik is a Fellow of the Strategic and Competitive Intelligence Professionals society and has chaired SCIP’s annual international conference (2006), served on SCIP’s board of directors (2004 – 2006), won SCIP’s Catalyst award (2005), and served as a chapter coordinator, as well as, trustee and development committee chair of the CI Foundation.

Silpa Pande — Product Marketing and Product Management at Crane Merchandising Systems

Silpa Pande is currently the Global Product Manager at Crane Merchandising Systems, a market leader in vending machine manufacturing and vending management systems. In her role as Global Product Manager, she holds responsibility for P&L of the vending management systems business including new sales, consulting services and maintenance revenue.

Silpa has extensive product management, product marketing, and consulting experience in Retail, CPG and Vending industries. She is particularly adept at analyzing business case for new products and commercializing them. Her experience working with both C-level executives and customers provided her with ability to successfully convert voice of customer into strategic product planning. Prior to join-ing Crane, she held product marketing and consulting roles at One Network and Oracle. Silpa holds a Masters in Computer Science from University of Texas, Dallas. Silpa enjoys spending time with her husband and recent addition to her family - baby girl, and loves Indian classical and salsa dancing.

www.jpk-grp.com/BOSCI2015

inquiry@jpksummits.com 858-386-0013

CONTRIBUTORS

Raleen Gagnon – Global Director of Market Intelligence and Strategy at ManpowerGroup Solutions

Raleen Gagnon is the Global Director of Market Intelligence and Strategy at ManpowerGroup Solutions, TAPFIN. In this role she oversees competitive and market intelligence along with the development of consistent process and insight related to client engagements and solutions offered. Raleen manages all research; market demand, and global trend analysis to develop and support actionable insight for country-specific go-to-market planning. This includes supporting client engagements and business strategy as well as the development of new research tools and thought leadership such as the Contingent Workforce Index and Global Quarterly Market Report.

Prior to this Raleen was the Director of Strategic Marketing at Monster Worldwide, where she collaborated with sales leadership to develop strategic programs and initiatives for the Staffing Industry, Global Sales, and Public Sector. Launching competitive intelligence programs and comprehensive assessments of gap analysis and opportunities in the market, she established long term strategies and strategic alliances to shift the direction of the business divisions that she supported.

Her career in corporate strategy has been built on the foundation of over a decade in competitive intelligence, managing her own business, CI Consulting, and as a Research Director at Fuld and Company. With experience in Life Sciences, Manufacturing, and Technology, she has overseen and delivered the research and analysis to identify emerging markets, ranked and validated acquisition targets, provided competitive pipeline and organizational benchmarking studies, and conducted comprehensive competitive profiling and monitoring studies. In these roles, Raleen has worked with many of the Fortune 1000 to evaluate market opportunities, forecast key trends, and reset pricing and service models based on economic indicators.

Raleen has a Marketing degree from Bentley University, and develops and teaches certification courses for the Academy of Competitive Intelligence and has published numerous articles and whitepapers on the strategic direction and opportunities in staffing and key industries looking to leverage globalization, virtual workforce augmentation, and competitive benchmarking.

Ellen Matsell – Vice President of Sales Operations at LogMeIn

Mark Lyons – Senior Product Manager at Hewlett-Packard

www.jpk-grp.com/BOSCI2015

inquiry@jpksummits.com 858-386-0013

CONTRIBUTORS

Alison Hirst— Senior Market Insights Specialist at Cigna HealthCare

Alison has worked in the managed care industry specifically in the New England market for over ten years, she currently works at Cigna. She held positions at Anthem BCBS and Blue Cross Blue Shield of Massachusetts in a variety of market research, strategy, and business roles including work on projects related to Massachusetts Health Care Reform. Most recently, she supported the Healthcare Services practice at Korn Ferry in business development, client research and special projects. Alison graduated from the University of Southern Maine with a Bachelor of Arts in Communication.

Otis Hendershott—VP Technical Product and Solutions Leader at UnitedHealth Group

Ed Allison – Managing Partner and Founder at Compelligence, Inc.

Working to change the way companies compete and win, Ed Allison is the Managing Director and co-founder of Compelligence, Inc. a competitive, market and sales intelligence platform. Ed previously served as a competitive team leader at Cisco Systems, Symbol Technologies, Juniper Networks and Polycom. In his most recent engagement, Ed helped Polycom, the leader in video communications, grow from a $1B to a $1.4B annual sales. Ed Allison brings a history of front line competitive experience. He's a practitioner, not a theorist, of competitive, market, and customer intelligence leadership at large, marketing-leading technology companies. Ed developed analysis and strategy techniques as a military officer in the U.S. Army (Signal Corp) and has adopted those techniques to strategic planning and sales effectiveness.

Edward Boudrot— Vice President, Product Strategy & Management at Optum

SUMMIT VENUE AND HOTEL

Surrounding Area

Discover the city’s newly renovated, downtown destination, Hyatt Regency Boston, where luxury and convenience collide. Steps from Boston’s most desirable area-attractions such as the Boston Common, Faneuil Hall, and Boston’s famous shopping destination, Newbury Street, the hotel sits at the edge of the city’s excitement. Tour the Freedom Trail, visit the Museum of Fine Arts, or catch a game at historic Fenway Park, all just minutes from Hyatt Regency Boston. Experience Boston’s exhilarating 24-hour neighborhood and burgeoning restaurant scene that includes our casually chic restaurant, Avenue One. Relax in our heated, indoor saline pool, stay energized in the StayFit Gym, and unwind in the stress relieving sauna. Convenient to the Theater District, the Financial District and attached to Macy’s for convenient shopping, our downtown Hyatt hotel is also a 10 to 15 minute walk to the South End, Back Bay, the Charles River Esplanade, and is connected to the “T,” Boston’s mass transit system.

Transportation

From Logan International Airport (BOS): Taxi Approximately $25 each way. Silver Line Bus From the airport terminals to South Station, approxi-mately 0.5 miles from the hotel. MBTA The MBTA costs $2.50 to ride anywhere in the city and surrounding suburbs. The Blue Line train is available from the airport to the State Street stop which is ap-proximately 5 blocks from the hotel. From here you can walk, or transfer to the orange line and get off at the Downtown Crossing stop.

Venue The summit will take place at:

Hyatt Regency Boston One Avenue de Lafayette Boston, MA 02111 We currently have a discounted room rate for our attendees. There is a limited amount of rooms at the discounted rate so reserve today in order to secure your rate.

Online Reservations: Click the link below to reserve your hotel room

https://aws.passkey.com/g/51259258

$299/night Limited amount of discounted

rooms available Room block ends

August 26th, 2015

www.jpk-grp.com/BOSCI2015 - 858-386-0013 - inquiry@jpksummits.com

Attendee Information

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Pay By Check:

Checks should be made payable to JPK Group LLC. The mailing address for checks and tax forms is 11251 Ran-

cho Carmel Drive #502876, San Diego, CA 92150

Cancellation/Rescheduling Policy

All cancellations made four weeks or longer from the summit’s start date will be provided a full refund or credit

toward current or future JPK Group programs. Any cancellations made within four weeks of the programs start

date will be provided with credit toward current or future JPK Group programs.

Register Online,

Phone or Email!

By Phone

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registration@

jpksummits.com

858-386-0013

Attendee Participation Rates

Early registration and group discounts below (available until August 31st):

1 Person - $1,499 total (a $300 discount!)

2 People - $2,899 total (an $700 discount!)

4+ People - Email Us - registration@jpksummits.com

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SUMMIT REGISTRATION