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Chief Strategy Officer Summit Direction, Vision, Strategy December 2 & 3, 2014 Crowne Plaza Times Square New York

Confirmed Speakers

Confirmed Speakers: • Senior Vice President Corporate Strategy and Development, National Geographic • Section Chief, Strategy & Integration, US Federal Government • Senior Vice President & Chief Strategy Officer, Washington Redskins • Chief Revenue Officer, Tough Mudder • Chief Strategy Officer, USAA • Revenue Chief of Staff, Tough Mudder • Founder, CEO, The Mom Complex • Strategy Execution, & Transformation, Target • Chief Strategy Officer, Mashable • Vice President, Corporate Strategy, PepsiCo • Chief Strategy and Financial Officer, WWE • Chief Knowledge Officer, NASA • Chief Knowledge Officer, US Army • Chief Business Officer, Chartbeat • Chief Information Officer, U.S. Department of Energy

Why Attend?

The Chief Strategy Officer Summit is the platform to meet and greet with leaders within strategy.

• Chief Strategy Officer • Corporate Strategic Planning • Planning & Control • Strategic Planning & Analysis • Strategy & Development • Business Analysis • Market Research • Business Planning • Forecasters

At this summit we will question the role of the chief strategy officer and how it has developed over the last couple of years. More importantly we will join together chief strategy officers and get their opinion of where their role is going. The CSO confronts company wide issues, a role which was solely appointed to the CEO. This summit delves into where the creation of the role came from, why it came about and what the benefits are. We also look into the role and its importance because a chief strategy officer has significant responsibility for a handful of major business functions and activities. The two days of presentations and interactive sessions will allow for investigation, learning and development meaning you will return to the office equipped with some fantastic key takeaways.

“Thanks to you and your team for doing a great job, especially with the high demand and volume of participants, who have high expectations.” NASA

“I enjoyed the experience greatly and came away with several important ideas and contacts.”

Novartis

“The organization is clearly growing and my experience this time was even better than the last time, and I had a terrific experience the last time in San Francisco. Kudos to all!”

Schumacher Group

“I was a first-time attendee at last week’s event in New York. I applaud you and the IE team on a well-produced event that provided me with many takeaways to take back to my organization.” Associated Press

Who Will You Meet There is no question that IE. provides the gold standard events in the industry and will connect you with decision makers within the analytics industry. You will be meeting senior level executives from major corporations and innovative small to medium size companies.

Job Title Of Attendees

78%

Attendees are at Director level or above 3%

Company Size Of Attendees 1000+ Employees 300-999 Employees 50-299 Employees Less than 49 Employees

56%

81%

21%

President /Principal

SVP/VP

12%

C-Level

42%

Snr. Director /Director

25%

Attendees are companies with at least 300 employees

13%

Global Head / Head

8%

Snr. Manager /Manager

11% 8%

Academic (1%)

Past Delegates include • • • • • •

Chief Strategy Officer- Xerox VP, Corporate Strategy- Paypal Head of Strategy - HSBC VP, Strategy - GlaxoSmithKline Director, Global Strategy - Wrigley Senior Director, Strategy - Boeing

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Speakers Adam Sutherland

Shripal Shah

SVP, Strategy & Development National Geographic

SVP & Chief Strategy Officer Washington Redskins

Adam is a strategic business development and marketing professional with more than 20 years experience, domestically and internationally, in media and technology. Adam leads National Geographic’s strategic planning and business development efforts across digital, publishing, travel, games, and commerce. Adam and his team leverage existing and newly developed assets to expand the National Geographic brand into new businesses. Previously with Discovery Communications and Travel Channel, Adam led the strategic shift into new areas beyond television. Including digital partnerships and acquisitions, Travel Channel Academy and Studios, and mobile development.

Shripal Shah is the Senior Vice President and Chief Strategy Officer of the Washington Redskins. In this role, Shah is tasked with maximizing the team's strategic and business prospects and will also oversee the organization's marketing strategy and platforms, with a heavy emphasis on digital and social media integration. Shripal has more than 14 years experience in digital strategy, planning and activation. A frequent panelist at top industry conferences, including SXSW and Social Media Week, Shah began his career at web development agencies, developing website strategies for Kenneth Cole, Seagram's, Bank of New York, and Morgan Stanley, among others.

Craig Hopkins

Katherine Wintsch

Chief Strategy Officer USAA

Founder The Mom Complex

Responsible for assisting the CEO and Executive Council with creating, communicating, executing and sustaining strategic initiatives across USAA; my goal is to create focus and alignment to ensure USAA is the provider of choice for the military community.

Shortly after Katherine returned from her second trip to the delivery room, her perceptions of the world around her began to change. The idealized visions of mom-dom that marketers and media were painting did not match the upside-down reality staring her in the face. It became increasingly clear to Katherine that she wasn't doing a subpar job as a mom, but that this romanticized version of what motherhood can and should be existed only in some alternate universe. With that reality came opportunity. In 2010,

Nicholas Horbaczweski Chief Revenue Officer Tough Mudder

Nicholas Horbaczewski is the Chief Revenue Officer at Tough Mudder, where he is responsible for worldwide revenue generation, overseeing the company’s Marketing, Sales, Sponsorship, Event Monetization and Growth Strategy divisions.

As a member of the company’s Senior Executive Committee, he consults on all decisions related to whole-business strategy and execution. Previously, Nick co-founded an angel-funded tactical equipment and services firm teaching handto-hand combat to elite military and law enforcement units around the world. When that was acquired, he led Corporate Development for a billion dollar defense contractor, running debt raises, M&A transactions, and an Initial Public Offering.

He holds a BA in History and Literature from Harvard College and an MBA from Harvard Business School.

Speakers Edward Regula

Alicia Hare

Section Chief, Strategy & Integration US Federal Government

Senior Group Manager, Strategy Execution Target

Edward Regula is a senior government strategist with more than 25 years of domestic and international experience in strategy development and execution. In this role, he has been a key player in the development of national, multi-national, regional, and organizational strategies. Combining real-world experience with theory to solve complex problems at the nexus of policy and execution; he specializes in complex endeavors, interdisciplinary alignment and strategic integration. A graduate of the Air War College, he serves as an advisor to the Global Futures Forum and is a Founder Member of the Strategic Management Forum.

Alicia Hare is an engaging, results-oriented “leader of strategy” with proven success in the fields of strategy, strategy execution, transformation and leadership. With over a decade of diverse C-Suite experience in the U.S. and abroad, she is now Senior Group Manager, Enterprise Strategy leading strategic planning for Target Corporation. Prior to Target, she served as Vice President, Business Transformation/ Program Management for Sensis, an Australian media company whose multichannel portfolio included iconic brands like Yellow Pages, White Pages, and Citysearch.

Tekla Back

Adam Ostrow

VP, Corporate Strategy PepsiCo

Chief Strategy Officer Mashable

Tekla heads up PepsiCo Corporate Strategy. She is responsible PepsiCo’s global portfolio strategy, transformational growth strategies and for developing future leaders of PepsiCo.She has been with PepsiCo for 5 years. She started in NA Beverages Consumer Strategy.

Her last role was GM VP Marketing for the $1Bn Hydration portfolio of Propel, SoBe and Aquafina brands. Prior to joining PepsiCo, Tekla spent a decade with McKinsey & Co., in Europe and in the US. She has a doctorate in Physics from Oxford University. She is originally from Finland.

David Spindler Revenue Chief of Staff Tough Mudder

Business strategy adviser and experienced analyticproject manager working in late-stage start-up / growth business, with 5 years experience across the US, UK, South Africa and Europe. Designed and executed Competitor Insights function from inception to business-as-usual function -Executed analysis from design and datasourcing, through managing an analyst team to implement recommendations for strategic and marketing actions based on insights developed -Created and presented business case (including budget, resourcing and business-objectives), resulting in creation of full-time Competitor Analysis function within Marketing team

As Mashable's chief strategy officer, Adam Ostrow is responsible for defining and implementing strategy across the organization. Adam joined Mashable in 2007 as editor in chief, a role in which he directed day-to-day editorial coverage, authored more than 2,500 articles and grew the editorial staff from 3 to 25 employees. During his tenure as editor in chief, the site's audience grew tenfold to more than 15 million unique visitors per month.

Donald Adcock Deputy Chief Information Officer U.S. Department of Energy

As the Deputy Chief Information Officer for the Department of Energy, Mr. Adcock is responsible for leading and delivering a full array of essential and mission critical IT services for the Department of Energy. Mr. Adcock provides strategic leadership and operational oversight of the Department’s primary IT infrastructure and is responsible for implementing the Office of the CIO’s services transformation activities and for providing secure, national-level decision making capabilities for the Secretary of Energy, his advisors, and the principal leadership of the Department.

The Information Chief Strategy Officer Summit Date: City: Venue: Accommodation:

December 2 & 3, 2014 New York, NY Crowne Plaza Times Square Manhattan Reservation Telephone: +1 888 233 9527 (quote Strategic Planning Innovation) Reserve online here

Registration Pricing Silver Pass

Gold Pass

Access All Areas

$1595

$1895

$2095

Access to all sessions & networking events 7 days access to presentations from the summit via ieOnDemand

Access to all sessions, and Strategic Planning Innovation, networking events & unlimited access to presentations from the summit via ieOnDemand

Access to all sessions, networking events, annual subscription to all content on the Strategy, Digital & Innovation channels via ieOnDemand

$1395

$1695

Early Bird Price (before Oct 3)

Early Bird Price (before Oct 3)

Flat rate price Strategic Planning + Chief Innovation Officer

On-Demand Pass

1 Day Pass

$995

$600

Full access to the sessions to your chosen day of the summit, 7 days access to presentations from the summit via ieOnDemand

Unlimited access to presentations from the summit via ieOnDemand, including presentations, interviews & the ability to contact speakers

7 day online access to event materials

Unlimited access to ieOnDemand

Group Discount Offers 3 Silver Passes: 5 Silver Passes: 3 Gold Passes: 5 Gold Passes: 3 Diamond Passes: 5 Diamond Passes:

$3300 ($1100 per attendee) $4750 ($950 per attendee) $4200 ($1400 per attendee) $6250 ($1250 per attendee) $4800 ($1600 per attendee) $7250 ($1450 per attendee)

For larger groups or special requests contact Zain by calling +1 (415) 992 5352 or email zyasin@theiegroup.com * Team discounts are applicable at the point of registration only.

Ways to Register +1 415 992 5352

+1 (415) 992 7502

Click Here To Register

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Registration Form Chief Strategy Officer Summit December 2 & 3, 2014 | Crowne Plaza Times Square | New York For registration or more information on the program, please call Zain on +1 (415) 992 5352, or fax this registration form to +1 (323) 446 7673

1. Delegate Information...

NAME OF EACH ATTENDEE TITLE OF EACH ATTENDEE

DEPARTMENT

COMPANY

INDUSTRY

ADDRESS

CITY

STATE/PROVINCE

ZIP/POSTAL CODE

EMAIL OF EACH ATTENDEE

COUNTRY BUSINESS PHONE NUMBER

2. Pass Types...

Early Bird Pass Options until October 3, 2014

Group Discount Pass Options

Early Bird Silver: $1395

Attendees ____

3 Silver Passes $3300 ($1100 per attendee)

Early Bird Gold: $1695

Attendees ____

5 Silver Passes $4750 ($950 per attendee)

Access All Areas: $2095

Attendees ____

3 Gold Passes $4200 ($1400 per attendee)

One Day Pass : $995

Attendees ____

5 Gold Passes $6250 ($1250 per attendee)

Regular Pass Options after October 3, 2014 Silver Pass: $1595

Attendees ____

Gold Pass: $1895

Attendees ____

Access All Areas: $2095

Attendees ____

One Day Pass : $995

Attendees ____

3 Diamond Passes $4800 ($1600 per attendee) 5 Diamond Passes $7250 ($1450 per attendee) For larger groups or special requests contact Zain Yasin on +1 (415) 992 5352 or email zyasin@theiegroup.com Group passes only available when all participants register together.

Pass Descriptions: Silver Pass: Access to all sessions & networking events Gold Pass: Access to all sessions, and to Strategic Planning Innovation, networking events & unlimited access to ieOnDemand Access All Areas: Access to all sessions from three summits, networking events, annual subscription to all content on the Strategy, Digital & Innovation channels via ieOnDemand

3. Payment Options...

Check (Make checks payable to The Innovation Enterprise Ltd) Visa

Mastercard

CARD NUMBER

American Express EXPIRATION DATE

Invoice me Diners Club

Discover

SECURITY NO.

CARDHOLDERS NAME

CARDHOLDER’S SIGNATURE

BILLING ADDRESS -(same as above)

INDUSTRY

Prices are exclusive of VAT. Places are transferable without any charge to another Summit occurring within 12 months of the original purchase. Team discounts are applicable at the point of registration only. Any cancellations within a group registration will in turn incur an increase in registration fee for the remaining group participants. Cancellations before October 9, 2014 incur an administrative charge of 50%.

If you cancel your registration after October 9, 2014 you will be charged the full fee. You must notify The Innovation Enterprise in writing of a cancellation, or you will be charged the full fee. The Innovation Enterprise reserve the right to make changes to the program without notice.

NB: FULL PAYMENT MUST BE RECEIVED BEFORE THE EVENT.

Schedule Day One

December 2

08.30 Session One 08.30 - 10.00

10.00 Coffee Break 10.00 - 10.30

10.30 Session Two 10.30 - 12.00

12.00 Lunch 12.00 - 13.30

13.30 Session Three 13.30 - 15.00

15.00 Coffee Break 15.00 - 15.30

15.30 Session Four 15.30 - 17.00

17.00 Networking Drinks 17.00 - 19.00

19.00

Day Two

December 3

08.30 Session Five 08.30 - 10.00

10.00 Coffee Break 10.00 - 10.30

10.30 Session Six 10.30 - 12.00

12.00 Lunch 12.00 - 13.30

13.30 Session Seven 13.30 - 15.00

15.00 15.30

Coffee Break 15.00 - 15.30

Session Eight 15.30 - 17.00

17.00

Sponsors

Silver Sponsor

Silver Sponsor

Silver Sponsor

Silver Sponsor

Silver Sponsor For more information, contact us at ggb@theiegroup.com

Bronze Sponsor

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Sponsors

Lunch Sponsor

Exhibitor

Previous Bronze Sponsor

Previous Bronze Sponsor

For more information, contact us at ggb@theiegroup.com

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2014 Calendar

Strategy March

June

October

Women in Strategy Summit

Chief Innovation Officer Summit

Digital Strategy Innovation Summit

March 19 & 20 New York

June 18 & 19 Santa Clara

October 16 & 17 London

Digital Strategy Innovation Summit

IP Strategy Innovation Summit

Strategic Planning Innovation

March 19 & 20 New York

June 18 & 19 Santa Clara

October 16 & 17 London

September

Chief Strategy Officer Summit

Chief Strategy Officer Summit

Chief Strategy Officer Summit

October 16 & 17 London

September 17 & 18 Sydney

Chief Innovation Officer Summit

Chief Strategy Officer Summit

Digital Strategy Innovation Summit

October 16 & 17 London

April 29 & 30 London

September 25 & 26 San Francisco

Chief Strategy Officer Summit

Chief Innovation Officer Summit

Digital Marketing Innovation Summit

October 23 & 24 Shanghai

April 29 & 30 London

September 25 & 26 San Francisco

May

Brand Strategy Innovation Summit

March 25 & 26 Hong Kong

April

Chief Strategy Officer Summit

September 25 & 26 San Francisco

May 21 & 22 San Francisco

Content Strategy Summit

Strategic Performance & Change Management Summit

September 25 & 26 San Francisco

December Chief Strategy Officer Summit December 2 & 3 New York

Strategic Planning Innovation December 2 & 3 New York

May 21 & 22 San Francisco

Chief Innovation Officer Summit December 2 & 3 New York

Flagship Summit

Women

CXO

Branding

Expected Attendees

Digital

Social Media

IP

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