2015 Chief Legal Officer Leadership Forum (Chicago)

Wednesday, september 30, 2015

administrative notes

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agenda

2015 Chief Legal Officer Leadership Forum (Chicago)

Wednesday, September 30, 20157:30am – 5:55pm

7:30am – 8:30am

Breakfast

8:30am – 8:35am

Argyle Executive Forum Opening Remarks

8:35am – 8:40am

Session Introduction by Lighthouse

Michael FordSenior Director of Business DevelopmentLighthouse eDiscovery

8:40am – 9:15am

“Developments in Cybersecurity for In-house Lawyers”

Steve ZippersteinChief Legal OfficerBlackBerry

9:20am – 9:40am

Thought Leadership Spotlight Presented by Apttus

“Predictive Contracting: Seeing the Dangers of Bad Deals Before It’s Too Late”

We’ve all heard stories, in fact some of us have lived through them, of deals that were destined for trouble the moment they were conceived. What if there was a way to predict which deals were likely to fail during the contract lifecycle… before the contract was executed? This session will highlight some innovative applications that turn your “big data” into “smart data” and give you the contracting crystal ball.

Jason SmithSenior Director and Legal CounselApttus

agenda

9:40am – 10:00am

Coffee Break

10:00am – 10:50am

“Legal Implications of New Technology and Discovery”

Session topics include, but are not limited to:

• How has your role evolved/been impacted by the rise and risks of new technologies?• How do you evaluate claims in the marketplace for the many variations of technology assisted

review: Benchmarks? Comparative analytics? Other evaluative techniques? Do you rely on/require court approval before implementing new technology?

• If you’ve adopted new technologies, do you use them as one of many tools in the tool kit? Or do you view technology as the complete solution?

• What was your role in identifying pre-implementation risks and what’s your role in identifying/ adjusting to risks identified after implementation?

• How are you leveraging technology to benefit your team and the e-discovery process? • Has it worked/not worked/what kinds of cases? • How have you seen the technology improve?

Panelists:Mike DuffyVice President, Legal ServicesMindcrest

Steve IhmVice President, Assistant General Counsel, Assistant SecretaryAllstate

Jason OsbornPartnerJenner & Block

Sherilyn WhitmoyerAssistant General CounselBrady Corporation

agenda

10:55am – 11:15am

Thought Leadership Spotlight Presented by LexisNexis

“In-House Early Case Assessment for eDiscovery: Imagine the Possibilities”

Front of mind in the decision of whether or not to bring Early Case Assessment in house is the delicate balance of complexity vs. cost vs. time. But successfully navigating that balance can yield benefits that far outweigh the risk. This session will highlight some of the evolving best practices and techniques for bringing eDiscovery ECA in house.

Aaron PierceDirector of Product PlanningLexisNexis Counselink

11:15am – 11:35am

Coffee Break

11:35am – 11:55am

Thought Leadership Spotlight Presented by Recommind

“How Legal Operations Management, Analytics, and the Cloud are Reinventing the Corporate Law Department”

Legal operations leaders are driving an unprecedented level of focus on discovery processes, data security, and the efficiency of outside litigation teams. Ari Kaplan and Hal Marcus will present findings from the benchmark 2015 Corporate Legal Operations survey (sponsored by Recommind). The research provides valuable insight into the use of outside service providers, eDiscovery spend, cloud readiness, and overall measurement of legal operations success.

Ari KaplanFounderAri Kaplan Advisors

Hal MarcusDirector, Product MarketingRecommind

agenda

12:00pm – 12:45pm

“Latest Trends in Contract Management”

Session topics include, but are not limited to:

• Compliance: How the legal team can help meet compliance obligations by implementing changes in its contract lifecycle management processes.

• Technology: Companies are beginning to use automated tools to extract key contract terms into their contract management systems. Such tools are also being used in M&A transactions to assist with contract due diligence. What are the limitations of such systems and how can they benefit the legal department?

• Outsourcing: Companies are increasingly outsourcing elements of their contract lifecycle management, including contract maintenance and contract drafting and negotiation, to third parties expert at these functions. How can the legal department and such companies ensure quality control in outsourced contract lifecycle management?

• Technology: New technologies have enabled workflow management tools for companies and legal departments. These can range from simple contract repositories to more complex Quote to Cash contract management systems. Legal departments are increasingly using such systems to manage contract workflow through their departments, whether voluntarily or by corporate mandate. How can such systems benefit the legal department, and what can legal departments do to avoid the pitfalls of such systems?

Moderator:Erik DyhrkoppRegional General Counsel AmericasRobert Bosch

Panelists:David KleinVice President, Legal ServicesQuislex

Barrington LopezVice President & General Counsel - Midwest Area Verizon

Robert MacklinVice President, Associate General CounselHill-Rom Holdings

John PeschkeAssociate General Counsel MB Financial Bank, N.A

agenda

12:50pm – 1:10pm

Thought Leadership Presented by Eversheds

“Protecting Yourself When Doing Business Internationally”

This talk will review options for reducing risk in cross border transactions. Andy Moody, partner in the international disputes group at Eversheds LLP in London, will look at how best to protect yourself when doing business internationally. The talk will cover effective dispute resolution mechanisms and include a few case study examples.

Andy MoodyPartnerEversheds

1:10pm – 2:10pm

Lunch

2:10pm – 2:30pm

Thought Leadership Spotlight Presented by CMS

“Spin-off and Carve-out M&A-Transactions and their Implications from a European law perspective”

Jean-Robert BousquetAssociateCMS

Hendrik HirschPartnerCMS

agenda

2:35pm – 3:20pm

“Managing Complex Cross-Border M&A Transactions”

Session topics include, but are not limited:

• What are the greatest challenges in assembling and managing a cross-border transaction team? What are some of the best practices and lessons learned? What is the role of outside counsel in this process?

• Due diligence is the foundation for the entire transaction. How you would typically approach a due diligence exercise in a cross-border transaction to effectively identify business and legal risks?

• What are the most important questions to ask when examining risk exposures? • What is the target company’s existing risk management infrastructure? • How thoroughly have you reviewed the risks affecting the target’s business?• To what extent do cultural differences play a part in cross-border deal outcomes? What are the

major cultural difference between the US and Europe and how do you go about addressing them?• What are some of the major differences in market practice across jurisdictions? How can that

impact risk allocation?• What are some best practices and approaches for ensuring a smooth integration post deal to

ensure limited disruption to the business, customers, or risking post-transaction goals? • Merging the in-house legal team of the acquired company into the existing in-house legal team

Moderator:Thuy VoChief Counsel M&AArcher Daniels Midland

Panelists:Denise CadeSenior Vice President, Chief Compliance Officer, General Counsel, Corporate SecretarySunCoke Energy

Peter Cohen-MillsteinPartnerLinklaters

Vanessa McKenzieGeneral Counsel – Commercial Industrial Solutions & Practice Group Leader – M&A.Emerson Electric Co.

Patrick ShellerSenior Vice President, General Counsel, and SecretaryMead Johnson Nutrition

3:20pm – 3:35pm

Coffee Break

agenda

3:35pm – 4:10pm

Fireside Chat

Jeff EllisExecutive Vice President, U.S. General Counsel, Legal, Corporate & Compliance GroupBMO Financial Group

Interviewed by:Meredith RitchieVice President, General Counsel & Chief Ethics and Compliance OfficerAlliant Credit Union

4:15pm – 4:50pm

“The Secret to the Perfect Ethics Program is in a Bottega Veneta Handbag”

Mark Ohringer, GC at global real estate and investment firm JLL, will discuss what we can learn from the philosophy of a fashion designer about how to create an effective ethics program.

Mark OhringerExecutive Vice President, Global General Counsel and Corporate SecretaryJones Lang LaSalle

4:50pm – 4:55pm

Argyle Executive Forum Closing Remarks

4:55pm – 5:55pm

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.

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partners

Thought Leadership Spotlight Partners

Apttus, the category-defining Quote-to-Cash software company, drives the vital business process between the buyer’s interest in a purchase and the realization of revenue. Apttus is delivered on the Salesforce1 Platform, the world’s most trusted and comprehensive cloud delivery infrastructure. Applications include Quote-to-Cash Intelligence (Analytics), Configure Price Quote (CPQ), Renewals, Contract Management and Revenue Management. Additionally, Apttus’ patent pending X-Author technology enables Microsoft Office to be a user-interface with full interaction and control between Salesforce and Microsoft Office. Apttus is based in San Mateo, California, with additional offices in London, UK, Bozeman, Montana and Ahmedabad, India. For more information visit: apttus.com.

At CMS, we immerse ourselves in our clients’ business. This enables us to deliver the most effective legal and tax solutions. Both leading domestic and major global corporations work with our 2,800 lawyers across our 56 offices in Europe, Russia, China, North Africa and South America.

Clients select CMS because we have the most extensive footprint in Europe of any firm. We provide local and industry sector insight, global project management and our specialist teams work hard to add value to their projects, wherever they are taking place.

Each CMS firm is well-established in its own jurisdiction and is well-versed in collaborating with colleagues on multi-jurisdictional projects. Our clients expect the best and we focus on delivering the best. It is all part of creating and maintaining strong relationships built on trust.

Eversheds operates at the leading edge of business. Recognised by Acritas as a Global Elite Law Firm, we regularly advise on billion dollar deals and high profile cases on behalf of the world’s most powerful corporations.

In an era of increasing globalisation, we are unique in our multi-jurisdictional project management approach and commitment to seamless service delivery across our 50+ offices. We provide US corporations with what they really want; top quality legal advice when doing business outside of the US, with a single point of contact from our bases in Europe, the Middle East, Asia and Africa.

partners

Thought Leadership Spotlight Partners

LexisNexis® is a leading global provider of content-enabled workflow solutions designed specifically for professionals in the legal, risk management, corporate, government, law enforcement, accounting, and academic markets. LexisNexis originally pioneered online information with its Lexis® and Nexis® services. A member of Reed Elsevier, LexisNexis serves customers in more than 100 countries with more than 15,000 employees worldwide.

Through the integration of information and technology, LexisNexis uniquely unites proprietary brands, advanced Web technologies and premium information sources. Across the globe, LexisNexis provides customers with access to billions of searchable documents and records from more than 45,000 legal, news and business sources.

To help customers win in their own marketplace, LexisNexis delivers Total Solutions—innovative products and services to address specific customer needs in order to improve productivity, increase profitability and stimulate growth.

Through risk and analytics solutions to assess risk, the company helps professionals verify identity, prevent fraud, comply with legislation, facilitate and secure commerce and support law enforcement and homeland security initiatives.

LexisNexis encompasses authoritative legal-publishing brands dating back to the 19th century including; Butterworths® in the United Kingdom, Canada, the Asia-Pacific region, Les Editions du Juris Classeur in France, and Martindale-Hubbell® and Matthew Bender® worldwide.

Recommind is a leader in unstructured data management, analysis and governance technology, delivering search-powered business applications that transform the way organizations find, manage, analyze and act upon data inside and outside the corporate network. Recommind’s solutions are all built on the CORE platform, which automatically accesses, organizes and analyzes large volumes of information in context from myriad sources. Recommind customers include AstraZeneca, BMW, Cisco, Clifford Chance, Marathon Oil, Morgan Lewis, The Securities and Exchange Commission (SEC), Swiss Re, US Department of Energy (DOE), White & Case and WilmerHale. Recommind is headquartered in San Francisco and has offices in New York, Boston, London, Sydney and Bonn, Germany. For more information go to www.recommind.com.

partners

panel partners

Founded in 1914, Jenner & Block is a law firm of global reach with approximately 450 lawyers. Our firm has been widely recognized for producing outstanding results in corporate transactions and securing significant litigation victories from the trial level through the United States Supreme Court. Companies and individuals around the world trust Jenner & Block with their most sensitive and consequential matters. Our clients range from the top ranks of the Fortune 500, large privately held corporations and financial services institutions to emerging companies, family-run businesses and individuals. In 2015, The American Lawyer magazine named Jenner & Block as the number one Pro Bono Law Firm in the United States for the sixth time in eight years.

Lawyers in our transactional practices represent international and domestic clients in connection with mergers and acquisitions, joint ventures, strategic alliances and dispositions of businesses. We also regularly advise clients in connection with public and private securities offerings and financings and in areas such as real estate, tax, environmental, insurance, commercial law, technology, intellectual property, bankruptcy and reorganization, labor and employment, executive compensation, government contracts, health care and associations.

We have earned our reputation as a litigation powerhouse. The lawyers in our nationally recognized litigation department have won impressive victories in complex and challenging cases in a broad range of substantive areas of law and across a wide variety of industries, before federal, state and administrative courts and in arbitrations. We have achieved landmark rulings on behalf of clients in matters before the US Supreme Court – our appellate advocates have presented 18 oral arguments to the Court in the past 10 terms, and we also have an extensive amicus practice.

Linklaters is a preeminent global law firm which specialises in advising the world’s leading companies, financial institutions and governments on their most important and challenging transactions and assign-ments and in relation to key topics of risk, regulation and reputation. With offices in major business and financial centres, we deliver an outstanding service to our clients around the world and we are commercial, pragmatic, relationship-focused and solution driven.

partners

Since 2001, Mindcrest has been a trusted partner to corporations and law firms in delivering a suite of legal services from offices onshore and offshore. Mindcrest focuses on providing high quality legal work in the areas of litigation, corporate legal services, compliance and legal content and publishing.

Our services and operations are underpinned by an experienced workforce of attorneys, who provide deep legal expertise, a passion for innovation and - above all - integrity. Our consultative approach results in the creation of unique, technology-enabled solutions with an emphasis on a disciplined approach to execution and delivery.

Since our company’s inception, we have been passionate about achieving better results for our clients—results that go beyond financial savings. Mindcrest has significant experience providing legal support services to our clients. We stand out from our competition in our experience developing solutions tailored to our clients’ needs, the excellent quality of our work, and our exceptional client service. Our strongest and perhaps most important differentiator is our ability to establish, maintain and nurture long-term relationships. We seamlessly integrate with our clients’ organizations and become extensions of their teams.

Mindcrest has been consistently recognized as a leader in legal process outsourcing by Frost and Sullivan, The Black Book of Outsourcing, International Association for Outsourcing Professionals and India Business Law Journal. Mindcrest is certified to the ISO 27001 security standard at its India facility and is compliant with the ISO 27001 standards in the US.

panel partners

partners

QuisLex is a premier litigation and corporate support services provider to Global 500 corporations and Am Law 10, Am Law 25, Global 100 and Magic Circle law firms. Chambers and Partners consistently ranks QuisLex as a Band 1 Global LPO provider since initiating coverage in 2011. Founded in 2004 and headquartered in New York, QuisLex provides its services to its worldwide client base from its state-of-the-art, 24/7 secure execution centers in India, and its onshore review facility. QuisLex has grown organically over the past nine+ years from 3 employees to over 650+, entirely due to repeat work and references from clients.

All of our reviewers are permanent employees. We have a dedicated independent quality team of Six Sigma Master Black Belts, linguists and quality analysts who implement Six Sigma based proprietary quality control metrics that demonstrate to our clients the qualitative superiority of our work product in a quantifiable manner. These methodologies also enable us to execute projects on shorter time frames with a high degree of quality and budget certainty.

QuisLex’s litigation services focus on document review and related aspects of electronic discovery. To date, QuisLex has reviewed well in excess of three billion pages in various matters across diverse industries, including the financial services, insurance, oil and gas, high tech, pharmaceuticals, telecommunications, and automotive industries. QuisLex deploys proprietary search methodologies and empirical algorithms to assist clients in early case assessment/intelligent document reduction at the start of the review. QuisLex also provides its in-house and law firm clients end-to-end trial preparation assistance, such as detailed pattern/trend analysis, detailed issue analysis, and deposition analysis/comparisons.

QuisLex is led by seasoned U.S. attorneys with decades of cumulative experience with leading international law firms and Fortune 500 companies. QuisLex is certified ISO 9001:2008 compliant for its proprietary quality management system and ISO/IEC 27001:2005 compliant for its information security management system. QuisLex is a SSAE 16 entity, HIPAA compliant and is also EU Safe Harbor self-certified.

Lighthouse eDiscovery guides clients through every aspect of eDiscovery, from the simplest projects to the most complex, risky matters. Our experienced, dedicated client teams deliver with high velocity, unparalleled quality, and a pragmatic focus on lowering overall eDiscovery costs. We develop highly innovative applications built on leading third-party technology, making it more effective and easier to use, and we custom-engineer solutions to specific client requirements. Our client-aligned approach has enabled us to form long-term relationships with many of the world’s leading corporations and top law firms who rely on Lighthouse to meet all of their eDiscovery needs. For more information, visit www.lhediscovery.com.

Session Introduction Partner

panel partners

partners

Senior Supporter Partners

Huron Legal provides advisory and business services to assist law departments and law firms to enhance organizational effectiveness and reduce legal spend.

Huron Legal advises on and implements strategy, organizational design and development, outside counsel management, operational efficiency, and discovery solutions, and provides services relating to the management of matters, contracts, documents, records, digital evidence and e-discovery.

Stroz Friedberg is a leading global digital risk management and investigations firm. The company specializes in digital forensics, data breach and cybercrime response, electronic discovery, security risk consulting, compliance and business intelligence and investigations. Working at the crossroads of technology, law and behavioral science, the company provides technical assistance and strategic advice to help manage the inherent risks and responsibilities of doing business in a digital era. Learn more about the firm’s capabilities and experience at www.strozfriedberg.com.

partners

Deloitte Financial Advisory Services helps clients navigate and resolve crisis, controversy, and transactions, advising them on strategies to mitigate the disruption that naturally occurs when facing these complex matters. Utilizing our specialized forensic skills and investigative toolsets, we help uncover facts in accounting and business records, transforming data into the insight clients need to resolve difficult problems and strengthen compliance and risk programs.

Able to quickly mobilize the broader Deloitte capabilities, we draw upon our global network, deep industry experience, regulatory understanding, and highly specialized skills in dispute consulting to help clients solve tough problems and achieve deeper, more comprehensive insights. In addition, our professionals can provide clarity to in-house and external counsel during the various stages of a business dispute, from case theory development and discovery to expert witness testimony.

We advise clients on ways to mitigate their reputational exposure to global corruption, financial crime, money laundering, terrorist financing, enterprise fraud, cybercrime, supply chain breakdowns, and other vulnerabilities. Our professionals anticipate emerging threats through the use of market-leading technology to uncover possibilities that others may fail to find and help clients turn business issues into opportunities for growth, resilience, and long-term advantage. We can help empower clients of all sizes and across all industries to be better, stronger, and more confident, so that they are ready to move ahead and create lasting organizational value. Our solutions include:• Anti-Money Laundering (AML) and Sanctions Consulting• Business Intelligence Services • Discovery• Forensic Investigations • Litigation and Dispute Consulting

Supporter Partners

Intralinks Holdings, Inc. (NYSE: IL) is a leading, global technology provider of enterprise collaboration solutions. Through innovative Software-as-a-Service solutions, Intralinks solutions are designed to enable the exchange, control, and management of information between organizations securely and compliantly when working beyond the firewall. More than 3.1 million professionals at 99% of the Fortune 1000 compa-nies have depended on Intralinks’ experience. With a track record of enabling high-stakes transactions and business collaborations valued at more than $23.5 trillion, Intralinks is a trusted provider of easy-to-use, enterprise strength, cloud-based collaboration solutions. For more information, visit www.Intralinks.com.

partners

Supporter Partners

ZyLAB’s industry-leading, modular eDiscovery and Intelligent Information Governance technology puts organizations in command of boundless enterprise data in order to increase productivity, mitigate risk, reduce costs, investigate matters and elicit business knowledge and intelligence.

The company’s products and services are used on an enterprise level by corporations, government agencies, courts, and law firms, as well as on specific projects for legal services, auditing, and accounting providers. ZyLAB systems are also available in a Software-as-a-Services (SaaS) model.

ZyLAB is positioned as “leader” again in the 2015 Magic Quadrant for eDiscovery Software and has received numerous other industry accolades over the last 3 decades.Headquartered in Amsterdam, the Netherlands and McLean, Virginia, ZyLAB also serves local markets from regional offices in New York, Barcelona, Frankfurt, London, Paris, and Singapore. To learn more about ZyLAB visit www.zylab.com

LexisNexis® is a leading global provider of content-enabled workflow solutions designed specifically for professionals in the legal, risk management, corporate, government, law enforcement, accounting, and academic markets. LexisNexis originally pioneered online information with its Lexis® and Nexis® services. A member of Reed Elsevier, LexisNexis serves customers in more than 100 countries with more than 15,000 employees worldwide.

Through the integration of information and technology, LexisNexis uniquely unites proprietary brands, advanced Web technologies and premium information sources. Across the globe, LexisNexis provides customers with access to billions of searchable documents and records from more than 45,000 legal, news and business sources.

To help customers win in their own marketplace, LexisNexis delivers Total Solutions—innovative products and services to address specific customer needs in order to improve productivity, increase profitability and stimulate growth.

Through risk and analytics solutions to assess risk, the company helps professionals verify identity, prevent fraud, comply with legislation, facilitate and secure commerce and support law enforcement and homeland security initiatives.

LexisNexis encompasses authoritative legal-publishing brands dating back to the 19th century including; Butterworths® in the United Kingdom, Canada, the Asia-Pacific region, Les Editions du Juris Classeur in France, and Martindale-Hubbell® and Matthew Bender® worldwide.

Every deal, every regulation and every piece of litigation that touches your organization represents a possibility as well as a pitfall. That’s where you come in.

As compliance watchdog, asset protector, risk mitigator and business strategy advisor for your organization, you and your team need access to a broad range of authoritative legal, news and business information— as well as the analytical tools to help you make sense of it all.

Find out why more legal departments are turning to LexisNexis® for the critical resources they need to keep pace with today’s needs and tomorrow’s challenges.

Schedule a meeting with your LexisNexis representative today.

Nita Panchal, JD/MBA 312.399.8839 nita.panchal@lexisnexis.com

Learn more at lexisnexis.com/corporate.

A proud sponsor of the 2015 Chief Legal Officer Leadership Forum.

I DON’T JUST MANAGE RISK. I TURN IT INTO OPPORTUNITY.

LexisNexis and the Knowledge Burst logo are registered trademarks of Reed Elsevier Properties Inc., used under license. © 2015 LexisNexis. All rights reserved. BLCL00001-0

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UpComing events

october 27, 20152015 Chief Marketing Officer Leadership Forum (Philadelphia)Philadelphia, PA

Perspectives by:• Marilyn Cox, Marketing Principal, Industry Practices, Oracle Marketing Cloud, Oracle• Amy Messano, Vice President of Marketing and Communications, Delphi Financial Group• Avi Patel, Chief Marketing Officer, Fulton Financial Corporation• Patrick McLean, SVP, Head of Brand & Product Marketing, TD Bank• Kira Sterling, Chief Marketing Officer, Toll Brothers• Jay Atcheson, VP Marketing & Communications, Element Financial Corporation• Edwin Bodensiek, Vice President, Branding Marketing and Public Relations, Select Medical Corporation• Donna MacFarland, Chief Marketing Officer, Retirement Plan Services, Lincoln National

october 29, 20152015 Human Capital Leadership Forum: Fall Event (San Francisco)San Francisco, CA

Perspectives by:• Keagan Kerr, Senior Vice President, Corporate Affairs and Human Resources, Coeur d’Alene Mines

Corporation• Betsy Sutter, Corporate Senior Vice President and Chief People Officer, VMware• Joe Wegener, Vice President Human Resources, Core-Mark Holding Company• Gunjan Aggarwal, Vice President & Head of Human Resources, North America, Ericsson• Paul Pastrone, VP, PPS Learning & Organization Development, HP• Trisha Stiles, SVP, Human Resources, CBS

november 3, 20152015 Customer Care Leadership Forum (Atlanta)atlanta, ga

Perspectives by:• Jim Hightower, Vice President Customer Care, North America, U.S. Bank• Sher’ree Kellogg, Senior VP, Marketing Governance Citi Retail Services, Citibank• Tim Genovese, VP, Guest Experience & Brand Consistency, IHG InterContinental Hotels Group• Lorraine Avery, Senior Vice President and Director of Customer Service, Associated Banc-Corp• David Bradshaw, Vice President, Client Business Support, ING DIRECT Canada

november 4, 20152015 Customer Care Leadership Forum: Fall Event (New York)New York, NY

Perspectives by:• Steven Gargano, Head of Product Development and Customer Service, U.S. Bank• Diana Robino, Senior Vice President, Global New Product Development, MasterCard• Robert White, Head of Customer Service, Linde North America• Dana Tucker, Head, CAO, Customer Centricity Program Management, MetLife• Scott Landry, VP of Global Customer Support, Akamai• Jason Wesbecher, Chief Marketing Officer,EVP, Mattersight• Rosetta Lue, Chief Customer Service Officer & 311 Contact Center Operations Director, City of Philadelphia• Denise Palermo, Vice President, Customer Care, Excellus BlueCross BlueShield

UpComing events

november 5, 20152015 Chief Financial Officer Leadership Forum (New York)New York, NY

Perspectives by:• David Geithner, Chief Financial Officer, Conde Nast• Norma Corio, Chief Financial Officer, Global Business Travel, American Express• Roger Blanken, Vice President, Finance, International Flavors & Fragrances• Jan Dekempe, Chief Financial Officer, Region Americas, DB Schenker USA• Gary Crowe, Senior Vice President & Chief Financial Officer, Ricoh• Alan Gallo, Chief Financial Officer, Global Corporate Services and Enterprise Growth, American Express

november 10, 20152015 Chief Marketing Officer Leadership Forum: Fall Event (San Francisco)San Francisco, CA

Perspectives by:• Chris Lynch, Senior Director Product Marketing, Oracle• Michael Mendenhall, Chief Marketing and Communications Officer, Flextronics International• Penny Baldwin, Executive Vice President, Chief Marketing Officer, McAfee• Bill Myers, Vice President, Communications, Marketing & Corporate Social Responsibility, DaVita• Lisa Arthur, Chief Marketing Officer, Teradata Marketing Applications• Jeff Rohrs, Vice President, Marketing Insights, Salesforce

november 10, 20152015 Delivering Next-Generation Digital Experiences (San Francisco)San Francisco, CA

Perspectives by:• Chris Preston, Senior Director, Digital Experience Strategies & Business Development, Oracle

november 18, 20152015 Chief Financial Officer Leadership Forum (Chicago)Chicago, iL

Perspectives by:• Denise Dettingmeijer, Chief Financial Officer, US, Randstad• Mitch Helfand, Vice President Finance, Blue Cross & Blue Shield Association

november 18, 20152015 Human Capital Leadership Forum (Dallas)dallas, tX

Perspectives by:• Whitney Shelley, Vice President and Chief Human Resources Officer, Denbury Resources• Russell Goin, Vice President – International and Corporate Human Resources, Rent-A-Center• Sandi Knight, Senior Vice President, Human Resources, HealthMarkets• John Sigmon, Chief Human Resources Officer, AARP

UpComing events

november 19, 20152015 Chief Information Security Officer (CISO) Leadership Forum (Chicago)Chicago, iL

Perspectives by:• James MacLennan, Chief Information Officer, IDEX Corp.• Richard Rushing, Chief Information Security Officer, Motorola Mobility• Derek Milroy, IS Security Architect, U.S. Cellular Corporation• Gray Mitchell, Chief Information Security Officer, TeamHealth• Ola James, Chief Information Security Officer, Zimmer Holdings• Steven McLean, Information Security Officer, Biomet• Aman Raheja, Deputy Chief Information Security Officer and Senior Director, Information Risk

Management, Express Scripts• Kevin Larson, Vice President and Chief Information Officer, AAR CORP

december 2, 20152015 Chief Information Officer Leadership Forum: Fall Event (Boston)boston, ma

Perspectives by:• Shuk Khader, Chief Information Security Officer, Keurig Green Mountain

december 3, 20152015 Delivering Next-Generation Digital Experiences (Boston)boston, ma

Perspectives by:• Chris Preston, Senior Director, Digital Experience Strategies & Business Development, Oracle

december 9, 20152015 Chief Marketing Officer Leadership Forum (Dallas)dallas, tX

Perspectives by:• James Meredith, VP, Marketing & Communications, Cinemark• Jennifer Dominiquini, Chief Marketing Officer, BBVA• Lisa Arthur, Chief Marketing Officer, Teradata Marketing Applications• Cory Jones, VP, Marketing, Frontier Communications• Gary Griffin, Senior Vice President, Database Marketing, Bank of America

december 9, 20152015 Delivering Next-Generation Digital Experiences (Dallas)dallas, tX

Perspectives by:• Chris Preston, Senior Director, Digital Experience Strategies & Business Development, Oracle

UpComing events

december 10, 20152015 Chief Information Officer Leadership Forum (New York)New York, NY

Perspectives by:• Peter McCallum, Director of Datacenter Solution Architecture, FalconStor Software• Bill Murphy, Chief Technology Officer, The Blackstone Group• Rosalee Hermens, Senior Vice President and Chief Information Officer, True Value Company• Sanjeev Singh, Executive Vice President and Chief Information Officer, Follett Corporation

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