PEM

IT SOLUTIONS FORBUSINESS PROBLEMS

www.pemconferences.com

Conference Guide

Crowne Plaza DowntownConvention CenterPortland, OR

Portland November 17-18, 2010

NOTES

Welcome to the CIO Forum & Execu ve IT Summit

On behalf of The Portland Chapter of The Society for Information Management (SIM), our keynote speakers and our esteemed Advisory Council, we would like to welcome you to the 2nd Annual CIO Forum & Executive IT Summit. It is intended to benefit CIOs and senior IT executives throughout the Portland metropolitan area on an annual basis.

This conference is produced by and for the leading CIOs and information technology executives throughout the Portland area. The conference was developed in conjunction with the Executive Advisory Council members in direct response to the concerns and critical topics of interest of CIOs and senior IT executives throughout the region. We are confident you will gain practical solutions to assist you with your business challenges.

At this year’s conference we have the unique opportunity for panel discussions and presentations that state problems and solutions in areas specific to the challenges faced by professionals in this region. You will have the opportunity to meet colleagues and leaders from businesses, government agencies, professional organizations, healthcare, and academic institutions throughout the Portland region. This will give you the opportunity to develop relationships and strengthen your business and economic environment through IT solutions.

The CIO Forum & Executive IT Summit adheres to all SIM guidelines which prohibit solicitation by anyone; except for the requested suppliers who have been hand picked by the Executive Advisory Council of CIOs and senior IT executives that are paid sponsors at this year’s event.

We would also like to thank our other business partners and senior IT organizations, which include The Government Management Information Sciences International (GMIS), Global Executive Women (Global Exec Women), The Information Technology Senior Management Forum (ITSMF), and Black Data Processing Associates (BDPA).

The Portland Chapter of SIM, working closely with SIM International, fosters management education, best practices and sharing of ideas among IT leaders working in the region. We achieve this through periodic meetings, dinners, conferences and company sponsored visits and tours.

THE PORTLAND CHAPTER OF SIM IS PROUD TO PARTNER WITH THISEXCLUSIVE EXECUTIVE IT CONFERENCE.

Bob GoetzVP IT The Regence Group

Lance Harris2010 PresidentSIM Portland Chapter

Marc Di FranciscoPresident & CEOPremier Event Management

Brian IrvineCIO Unitus Community Credit Union

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7:00AM REGISTRATION - Foyer

7:00AM-9:00AM PEER-TO-PEER NETWORKING/BUFFET BREAKFAST

9:00AM-9:15AM WELCOME Marc Di Francisco, President, CIO Forum & Executive IT Summit

PROGRAM INTRODUCTION Lance Harris, CIO, TL-Harris Consulting; 2010 President, SIM Portland Chapter

9:15AM-10:15AM KEYNOTE - “THE BUSINESS VALUE OF SOCIAL SOFTWARE” Bellmont Grand Presented by: Wolfgang Kulhanek, Program Director, Social Software Adoption, IBM Software Group

Discussion: This keynote will discuss the business benefits of social networking. We will talk about networking, branding and productivity improvements by using social networking tools in the enterprise. We will use IBM as a case study of successful social software deployments and how IBM deals with the risk in letting our employees do social networking internally and especially externally.

10:15AM-11:00AM BREAK - SOLUTIONS EXCHANGE PAVILION

11:00AM-12:00PMSession 1 “EVERYTHING ELASTIC - TECHNOLOGY VISION 2010”Bellmont A Presented by: Mike Redding, Global Managing Director, Accenture Technology Labs

Discussion: The Accenture Technology Vision is a comprehensive analysis of emerging trends and major technological changes that will have a significant business impact on Accenture and its clients in the next three to five years. High-performance businesses use the Vision to understand the opportunities - and challenges - that lie ahead. Our Vision for 2010 describes an elastic world in which business capabilities, infrastructure, people and even thought can be expanded or contracted at will. As the “Everything Elastic” world starts to emerge more clearly, our scientists and thinkers have identified seven technology trends that will define how this new world is developing.

Session 2 “THE ART OF CHANGE MANAGEMENT” Bellmont C Moderated by: Barry Brunetto, VP IS, Blount International, Inc. Panelists: Ben Berry, CIO, ODOT Paul Wogan, CIO, OIA Global Logistics David deFiebre, Principal, DP Associates

Discussion: It is one thing to manage a large IT overhaul project -- getting budgets and timelines in tune with stakeholder needs -- however getting the users bought in is a completely different issue in itself. Change, especially when it comes to habitual actions in the workplace, is often met with resistance, whether it is someone simply set in their ways, or worse: the “anti-change agent.” How do you communicate change to the workforce? Are you educating features, selling benefits, or both? Join Barry Brunetto of Blount International as he shares war stories and moderates discussion about best-practice (and common fears!) of this critical point in IT transformation.

12:00PM-1:30PM LUNCHEON KEYNOTE - “OVERCOMING VIRTUALIZATION STALL WITH FINANCIAL ANALYSIS”Bellmont Grand Presented by: Steve Kaplan, VP, Data Center Virtualization, INX

Discussion: Most organizations become stuck before they reach the halfway point on their virtualization journey. A financial analysis presented in the format the CFO wants to see along with informative metrics such as ROI and IRR can break through the data center gridlock and enable rapid progress to the ultimate private cloud end goal of IT as a service.

1:30PM-2:00PM DESSERT - SOLUTIONS EXCHANGE PAVILION

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Lance Harris

Wolfgang Kulhanek

Mike Redding

Barry Brunetto

Paul Wogan

David deFiebre

Steve Kaplan

Ben Berry

Marc Di Francisco

Agenda for Wednesday, November 17, 2010

IT SOLUTIONS FOR BUSINESS PROBLEMS

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2:00PM-3:00PMSession 1 “SOLVING REAL BUSINESS CHALLENGES WITH DOG FOOD: A CIO’S PERSPECTIVE ON THE Bellmont A EVOLUTION OF TODAY’S MOBILE WORKFORCE” Presented by: John Matthews, CIO, F5 Networks

Discussion: As CIO of one of Fortune Magazine’s ‘2010 Top 100 Fast Growing Companies’, F5 Networks’ John Matthews, understands the business challenges of today’s workforce. Your business, infrastructure, users, applications, and data are under constant threat from unauthorized access and malicious attacks. Attend this seminar for an in-depth perspective on the evolution of today’s mobile workforce, and how to stay ahead of the curve.

Session 2 “IT CURRICULUM AND CRITICAL SKILLS SET FOR EFFECTIVE IT PROFESSIONALS: IS THERE A GAP?”Bellmont C Moderated by: J. Hootman, Sr. IT Faculty, DeVry University Panelists: Mike Eom, Assoc. Professor of Business MIS, University of Portland Rene Reitsma, Assoc. Professor, School of Business, OSU

Discussion: As a business organization faces increasing competition and challenges in the global economy, its IT is expected to contribute significantly in achieving strategic and operational goals and objectives. This expectation has certainly changed IT professionals’ job definitions, roles and required skills and knowledge set. For years, both theory and practice have indicated that effective IT professionals must possess both technical and business competencies. However, many recent CIO surveys show that there is still a lack of well-rounded IT professionals with the ‘right’ skill set to meet organizations’ needs. This panel discussion addresses the state and role of IT education as well as ways to keep current IT curriculum market relevant and the pipeline for IT professionals intact. This panel discusses current IT education, assesses its role as a feeder to the IT job market, and analyzes changes required by that market.

3:00PM-3:30PM BREAK - SOLUTIONS EXCHANGE PAVILION

3:30PM-4:30PMSession 1 “DEMYSTIFYING THE CLOUD – PRACTICAL STRATEGIES FOR PREPARING FOR THE EMERGING Bellmont A CLOUD PARADIGM” Presented by: Jim Cooke, Sr. Managing Director, IT Transformation Internet Business Solutions Group, CISCO

Discussion: In this session Jim Cooke – Global Head of Cisco IBSG’s IT Innovations Practice and former Chief IT Architect at Cisco, provides a practical overview of the Cloud and provides pragmatic strategies for improving the economics of your IT function in the near term while ensuring your architecture is prepared for the emerging cloud paradigm when it becomes relevant to your business.

Session 2 “THE VALUE OF IT and IT METRICS”Bellmont C Moderated by: Manoj Garg, CIO, Virtual Information Executives Panelists: Mike Green, CIO, Paccess Nate Oliver, VP IS, Genesis Financial Services

Discussion: Most CIOs and leaders of IT struggle in demonstrating the value of IT to the business. The key challenge lies in defining the right metrics that make sense to business leaders. Unfortunately, there is no standard way to do this. In this session, three CIOs will discuss practices they have followed successfully in demonstrating the value of IT using metrics aligned to the business. You will learn about two specific and distinct methodologies for defining and demonstrating IT value, a top-down approach and a bottoms-up approach. Please come, learn and share your best practices with the group.

4:30PM-6:30PM EXECUTIVE RECEPTION Bellmont B Admittance by Conference Badge or VIP Pass only. Complimentary Hors d’oeuvres and Beverages.

John Matthews

Jim Cooke

Manoj Garg

Nate Oliver

Mike Green

Rene Reitsma

Mike Eom

Agenda for Wednesday, November 17, 2010

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7:00AM REGISTRATION - Foyer

7:00AM-9:00AM PEER-TO-PEER NETWORKING/BUFFET BREAKFAST

9:00AM-9:15AM WELCOME Marc Di Francisco, President, CIO Forum & Executive IT Summit

PROGRAM INTRODUCTION Brian Irvine, CIO, Unitus Community Credit Union

9:15AM-10:15AM KEYNOTE - “CIO CAREER DEVELOPMENT” Bellmont Grand Presented by: Alan Guibord, Founder, The Advisory Council Andy Wihtol, President, Andrew Associates

Discussion: An informal and interactive discussion with today’s search industry leaders. Find out: what they hear from prospective clients, what skills are needed to be successful, why do CIO’s loose their jobs, what are prospective employers looking for, how do you get on their radar screens, which resumes get their attention, what is the future state of the CIO. This is your chance to hear it from the experts.

10:15AM-11:00AM BREAK - SOLUTIONS EXCHANGE PAVILION

11:00AM-12:00PMSession 1 “INFORMATION GOVERNANCE: SMARTER STRATEGIES TO MAXIMIZE YOUR INFORMATION Bellmont A SUPPLY CHAIN” Presented by: Cynthia Babb, Product Management Applications, IBM Software Steve Miller, Information Management Program Director, IBM Software

Discussion: The volume and variety of digital information is exploding as our Planet becomes more instrumented, interconnected and intelligent. Current economic times require corporations and governments to analyze new information faster and make timely decisions for achieving business goals within budget. Look around you and think about all the new types of information your organization is collecting that it previously did not capture 10, 5, or even a single year ago. How do you manage and protect this information today? Is your organization able to harness this data to drive smarter business outcomes and ensure your company is prepared for the future? In this session we will discuss best practices to master the complete lifecycle of information, establish sustainable management of information quality and security, and enable IT to make information more accessible and meaningful to the business. Learn how an effective governance strategy can enable IT and business to collaborate more effectively by ensuring information is aligned to business goals. Understand how your organization can take a holistic approach to improve operational efficiency by reducing risk and wasted time and cost associated with finding, understanding, and managing information.

Session 2 “IT LEADERSHIP - DILBERT OR COVEY?”Bellmont C Moderated by: Lance Harris, CIO, TL-Harris Consulting Panelists: Steve Brilling, Executive Director, Entrepreneurship Center, Seattle University Ida Salazar, CIO, City of Salem Laura Schildkraut, Principal, Onboarding Gen Y

Discussion: In today’s organizations, IT departments seem to be needing more leadership than other departments and seem to not be at the Executive Table. Is this an inaccurate perception? Is it because IT Leaders don’t run their departments well? Is it because we are technocrats and not business thinkers? Join Ida Salazar, Steve Brilling, Laura Schildkraut and Lance Harris in a very open-miked discussion about IT Leadership. Please come and participate with us to identify the problems and provide some answers.

Agenda for Thursday, November 18, 2010

Brian Irvine

Andy Wihtol

Steve Miller

Lance Harris

Ida Salazar

Laura Schildkraut

Steve Brilling

Cynthia Babb

Alan Guibord

Marc Di Francisco

IT SOLUTIONS FOR BUSINESS PROBLEMS

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12:00PM-1:30PM LUNCHEON KEYNOTE - “PULSE: THE INTERNET AS THE ULTIMATE MEASUREMENT Bellmont Grand INSTRUMENT FOR BUSINESS AND GOVERNMENT” Presented by: Douglas W. Hubbard, President, Hubbard Decision Research

Discussion: In this session, Doug Hubbard, author of How to Measure Anything and The Failure of Risk Management will present his latest research into a new way to use the internet. As more people use Twitter, Facebook, Craigslist, eBay and Amazon, it is become more feasible to use the “tracks” they leave behind as an important source of business intelligence. Reports on the frequency of particular searches on Google can be used to determine if unemployment is decreasing or even to determine where flu outbreaks occur first. Ranks of books on Amazon can be analyzed to determine whether housing is recovering or if more people are going into their own business. New methods for searching blogs and twitter can give you the “buzz” on your company. The internet has become the most powerful socio-economic measurement tool in history – and is yet vastly underutilized for this purpose. Find out what’s next for this new way of analyzing trends in business, government, and popular culture.

1:30PM-2:00PM DESSERT - SOLUTIONS EXCHANGE PAVILION

2:00PM-2:15PM FINAL DRAWINGS & REFRESHMENTS SERVED IN THE SOLUTIONS EXCHANGE PAVILION

Agenda for Thursday, November 18, 2010

Douglas W. Hubbard

Conference Directors

Bob Goetz VP IT

The Regence Group

Lance Harris 2010 President

SIM Portland Chapter

Brian Irvine CIO

Unitus Community Credit Union

Executive Advisory Council

Ben BerryCIO

ODOT

Fred PondSr. Director Global ITColumbia Sportswear

Barry J. BrunettoVP IS

Blount International, Inc.

Nick JwayadCIO

Portland Public Schools

David deFiebre2009 Programs Director

SIM Portland Chapter

Chris DillVP & CIO

Portland Trail Blazers

Jackie BarrettaCIO

Con-way

Cam HendersonCIO

Portland General Electric

Pradeep Kumar2010 Academic LiaisonSIM Portland Chapter

Ida Salazar CIO

City of Salem

Dan BaldockSVP & CIO

Banfield Pet Hospital

Mark BryanSite Manager

Intel

Paul WoganCIO

OIA Global Logistics

Kumar ChataniNW Regional Information Officer

Kaiser Permanente

Deena PierottPresident & FounderMosaic Blueprint, LLC

Bernie ShadderDevelopment Mgr. Data Services

The Standard

Scott UrbatschDirector IT

Widmer Brothers Brewing Co.

Nate OliverVP IS

Genesis Financial Solutions

Marc HalquistCIO

Columbia Distributing Co.

Kenneth SmithDirector IT

Robinson Construction Co.

Laura SchultzIT Director

Johnstone Supply Co.

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Colin EcclesEVP & CIO

Umpqua Holdings Corp.

Stuart R. VogtTechnology DirectorFred Meyer Stores

Jeffrey Barnes2010 Membership Director

SIM Portland Chapter

William HarrisonSIM National FacilitatorSIM Portland Chapter

Steve HuffordEnterprise Architect

Portland General Electric

Allan Dassonville2010 Treasurer

SIM Portland Chapter

David M. KaplinFormer CIO

Cascade Corporation

John PierceVP IS

Tripwire, Inc.

Jerry FrankMember

SIM Portland Chapter

Mark W. Van PattenDir. Business Solutions Group

OSU College of Business

Bob LeekDirector IT

Kaiser Permanente

Mike Eom Ph.D.Associate Professor of Business MIS

University of Portland

Tyson O. SmithSVP & CIO

Capital Pacific Bank

Steve McDowellFormer CIO

Holiday Retirement Corp.

David CummingsCIO

Clackamas County

Daniel EnrothCIO

Tonkon Torp, LLP

Jim RobisonVP

EasyStreet Online Services

Manoj GargCIO

Virtual Information Executives

Steve BellMember

SIM Portland Chapter

Andy HedbergDirector IT

Walsh Construction

Michael SchultzDirector Applications

PacifiCorp

Andy WihtolPresident

Andrew & Associates

Lori DeliusIT Director

Samaritan Health System

Matt McGrawDevelopment and Service Desk Mgr.

Bridgewell Resources

David DeVoreDeputy CIO

Clackamas County

Stacy BreslerCorporate CISO

PacifiCorp

Dan SullivanEVP Special Projects

Umpqua Bank

Brian MignanoVP Group Data Management

Adidas

Thomas McCartyDirector of IT

David Evans & Associates

Faith LongDir. Programs & Release Mgmt.

Kaiser Permanente

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Executive Advisory Council - continued

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Premier ElitePremier Elite

IBM is the world’s largest information technology company, with 80 years of leadership helping businesses innovate and deliver increased value. IBM helps solve our client’s most pressing business and competitive problems by combining the latest information technology, along with business insight, research and industry experience, and expertise

from partners, to offer a full portfolio of solutions, services and products. The CIO role constantly evolves, but one thing does not change: Successful CIOs earn their access to the executive suite by helping their companies compete. That means aligning IT with overall business goals, and getting the best from their people, processes and information, especially during economic downturns. To learn more about how IBM works with CIOs to meet their IT and business objectives, while helping CIOs stretch beyond the traditional boundaries of their IT role, visit www.ibm.com/cio.

At INX, our product is not technology, but professional services wrapped around technology to create solutions. We envision with our clients how a solution can most effectively enable their organizations and the business processes that run them. We then design and engage solutions that are purpose-built to specifically meet business goals whether they are

improved communications and increased collaboration, reduced operating costs, or better productivity. We understand that advanced technology solutions are only as valuable as their strategic alignment with critical business objectives. INX is committed to envisioning solutions that enable our clients to get to where they want to go tomorrow by empowering them through improved business processes today.

Accenture is a global management consulting, technology services and outsourcing company. Combining unparalleled experience, comprehensive capabilities across all industries and business functions, and extensive research on the world’s most successful companies, Accenture collaborates with clients to help them become high-performance businesses and governments. With more than 181,000 people serving clients in more than 120 countries.

Cisco, the worldwide leader in IP networking and voice solutions, helps state and local governments become more efficient and proactive. Cisco combines advanced solutions in networking, security, communications, and mobility to allow governments and citizens to connect in ways never before imagined. The Cisco® Connected Communities vision and

strategies improve service delivery, empower citizens, increase public safety, and facilitate economic growth. Cisco IP networking is the platform for transforming the way governments communicate and deliver on their mission. With Cisco solutions, public sector organizations and agencies can do more with less, while offering constituents new tools and resources to enhance quality of life.

Accuvant is the only research driven information security partner delivering alignment between IT security and business objectives, clarity to complex security challenges and confidence in enterprise security decisions. Accuvant is a proud partner of F5, the global leader in Application Delivery Networking. F5’s extensible architecture integrates application optimization, protects the application and the network, and delivers application reliability-all on one universal platform.

2010 SPONSORS

PlatinumPlatinum

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Staffi ngStaffi ng

Kelly IT Resources® specializes in providing companies around the world with information technology professionals. We are a part of Kelly Services®, a US-based Fortune 500 company and a global staffing industry leader. Our vast network of branch locations allows us to provide consistent, quality service to IT professionals and customers worldwide.

2010 SPONSORS

Strategic PartnersStrategic Partners

Executive ReceptionExecutive Reception

AdditionalAdditional

SilverSilver

With 55,000+ customer sites worldwide, Numara Software is a leader in delivering practical, flexible, and affordable IT service and IT asset management solutions. Visit www.numarasoftware.com.

Reliable, responsive and responsible, EasyStreet Online Services is Oregon’s leading independent Managed Hosting and Colocation Services Provider, offering a full range of IT infrastructure solutions.

Meridian Leasing is one of the country’ s largest independent technology leasing companies and is an innovator in the design of flexible financing requirements.

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RLF/SIMCSG/Microsoft

IBMINXNumaraSoftware

Kelly ITResources

MeridianLeasing

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Solutions Exchange Pavilion

Main Entrance

Accuvant/F5 Networks

Cisco

CSG Professional Services/Microsoft

EasyStreet Online Services

IBM

INX

Kelly IT Resources

Marquam Group

Meridian Leasing Corp.

Numara Software

RLF/SIM

Seattle, WA March 29-30

New

The CIO Forum & Executive IT Summit provides high-end executive IT conferences that showcase cutting edge technology. The overall goal is always to strive to fulfill the needs of the CIOs, CEOs, and senior IT professionals throughout the United States in key regions that focus heavily on technology.

Our Executive Advisory Council Members and the entire staff at Premier Event Management are committed to producing executive IT conferences at the highest level. These conferences are put on by and for the region’s leading CIOs and senior IT executives.

Upcoming Events 2010-2011

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Fall 2010

Fall 2011Toronto, ON September 7-8