San Francisco Professional Events List


THE COMPETITIVE INTELLIGENCE + STRATEGY EVENT


Date
Mar 27, 2017 - 09:00 AM - Mar 29, 04:15 PM
Link to Website
Organizer
CI+S Event
Location
333, Battery St

San Francisco,
CA,
USA,
ZIP: 94111
Phone: (415) 296-2900

THE COMPETITIVE INTELLIGENCE + STRATEGY EVENT

Welcome to The CI+S Event! How do we properly leverage strategic competitive and market intelligence? How do we promote truly strategic CI in our companies? How do we integrate CI in strategic decision-making? How can CI challenge the status quo and identify break-through trends and advances in research and analysis that actually make an impact? The CI Event’s mission is to bring these questions to the table and become the leading independent annual gathering of competitive intelligence executives and other professionals involved in strategy. Dynamic shifts in our global economies will certainly impact our most valuable industries. Join us for this breakthrough event aimed at positioning you and your company for success!
A strategic partnership between the Fuld-Gilad-Herring Academy of Competitive Intelligence (ACI) and the producers of industry leading competitive intelligence conferences around the world brings an exciting NEW EVENT to the CI and strategy community. This EVENT brings together CI and strategy professionals from all industries, including Technology, Consumer Goods, Energy, Aerospace, Biotech, Financial Services, IT and many more. This is NOT the competitive intelligence gathering of the past… Our EVENT focuses on the decision maker’s “user experience.” A highly participatory process, every attendee experience will focus on three simple things… LEARN. PARTNER. PLAY. We look forward to seeing you at the EVENT!

 

Registration

 
Early Bird Rate: (Until February 10, 2017) Rate
Conference $1,695
Conference + Boot Camp $2,445
Standard Rate: (February 10 – March 24, 2017) Rate
Conference $1,995
Conference + Boot Camp $2,745
Late Rate: (After March 24, 2017) Rate
Conference $2,095
Conference + Boot Camp $2,845


Agenda

PRE-CONFERENCE BOOT CAMP
Monday, March 27, 2017

BRING IT ALL HOME: A BOOT CAMP IN CI + STRATEGY
Dr Benjamin Gilad, Co-Founder, Fuld-Gilad-Herring Academy of Competitive Intelligence
Prof. Helen Rothberg, Professor of Strategic Management, Marist College, and Senior Faculty, Fuld-Gilad-Herring Academy of Competitive Intelligence
This unique program will be presented exclusively in this CI+S event.
The objective is to simulate a CI project from A (ask, as in “what questions to ask” all the way to Z (How to present recommendations with zest). It will capture all the steps and all the tools one needs for a true CI project. This is not an information search techniques presentation or a vendor pitch you are used to in other conferences. It is a true boot camp.
Participants will work in teams guided by mentors from the CIP™ program on developing both sources and perspective. Real time information will be made available via an “exchange”. Each team will be awarded a budget to purchase information. The teams will be given tutoring in the intelligence analytical frameworks, scenario development tools, and strategy principles so they can create powerful presentations.
The boot camp is sponsored by a high tech entertainment company, and it’s CIP™ will be on hand to judge the teams’ work. Teams will be judged on both strategic acumen and efficient use of budgets. The winning team will receive a fgh-Academy of Competitive Intelligence medal.
If you have never experienced the excitement that the leaders of this boot camp generate in their courses at the Academy, this one will take your breath away. If you are a CIP™, you already know it is a worthwhile immersion workshop that will reinforce why you love intelligence work. It will reinvigorate you!


CONFERENCE DAY 1
Tuesday, March 28, 2017

REGISTRATION & NETWORKING BREAKFAST IN EXHIBITION HALL

 
 

CHAIRPERSONS’ OPENING REMARKS

 
 

KEYNOTE: COMPETITIVE INTELLIGENCE IN THE VUCA WORLD

Raghu RamanGroup President, Reliance Industries (formerly CEO, National Intelligence Grid)

The world has always been complicated, but the ‘new’ world is becoming increasingly complex.

Leaders of the complex world – including CI practitioners – will have to have to deal with cataclysmic, and often completely unpredictable changes; not just incremental ones.

And while conventional education builds the foundation blocks; leaders of the VUCA world will have to implement doctrinal changes in the way they learn, lead and influence almost on a daily basis. Leading & influencing without authority, understanding and shaping the environment, the ability to leverage behavioral sciences etc. will have to form part of the VUCA leader’s repertoire. That will be their real and sustainable competitive edge.

This session, helps understand the difference between the ‘complicated’ and ‘complex’ world and how the frameworks of the past will fail us in the future. It also teaches how to discern models of decision making and to tailor ‘advise’ for maximum effectiveness for different leaders, organisations and cultures.

Led by one of the foremost practitioners of Intelligence, the session has been lauded in Management Schools, Armed Forces Colleges and several Fortune 100 companies as one of the best ways to cope with the VUCA world.

 

KEYNOTE: NEWNESS. PREDICTING THE FUTURE WITH THE INTERNET OF PEOPLE

Miguel JimenezHead of Strategy, Fast Forward

Change is the new normal.

It doesn’t matter how fast your strategy advances, there’s always a gap that makes your competitors move faster. Digital acceleration and massive demographics define an era where every business is in the business of interaction and experiences. You are not a pharma manufacturer, you are a pharma services company. Learn about how to use people as newness sensors to identify opportunities that will lead your company into a better competitive landscape. We cannot predict the future, but if we observe every detail shaping the present, we can invent it and we can lead it.

 

NETWORKING & REFRESHMENTS IN EXHIBITION HALL

 
 

KEYNOTE PANEL DISCUSSION: REACTION/RESPONSE/OPENING

(Panelists are Advisory Board Members)
Leo BoultonDirector of Competitive Intelligence-Market Strategy, CISCO
Mark FouldsSenior Manager, Competitive Intelligence, Dunkin' Brands, Inc.
Michael L. HighHead of Planning, Appraisal and Reporting, Shell
Steven LoGiudiceDirector of Strategy Management and Insights, Memorial Sloan Kettering Cancer Center
George MinowSenior Manager, Customer & Market Insights, Hewlett Packard Enterprise
Raghu RamanGroup President, Reliance Industries (formerly CEO, National Intelligence Grid)
 

NETWORKING LUNCHEON

 
 

INTERACTIVE ROUND TABLES

Explore hot topics in a fast-paced, interactive and informal environment. Interested in more than one round table topic? Round tables will be held in two consecutive 50 minute sessions.
ROUND TABLE 1
Examples of Successful Integration of Competitive Intelligence into the Strategic Planning Process
Helen MagpayoStrategic Intelligence Manager, Toyota Financial Services
ROUND TABLE 2
The Pros and Cons of Where an Intelligence Team Resides Organizationally
Matthew SellChief Analyst, Competitive and Market Intelligence, SAP
ROUND TABLE 3
Competitive Intelligence and the Startup Ecosystem
Erik StuartSenior Vice President, Wells Fargo

• In an increasing number of industries, most innovation comes not from incumbents and large/traditional players but instead from startups and other non-traditional participants

• When doing competitive analysis, we need to broaden our perspective on what “competition” means and be quicker to recognize non-traditional competitors as relevant
• Even when non-traditional players present limited direct competitive threat, they are often still important for highlighting emerging trends in technology, consumer behavior or preference, and similar areas
• The methods of obtaining information about and analyzing competitive intelligence from startups and other non-traditional players are different from those that would apply to more traditional competitors

ROUND TABLE 4
Determining Who Your Competitors Are, the Threat They Pose and How to Prioritize Them
Ken SmithSr. Competitive Intelligence Manager – Citrix ShareFile and Cloud Services, Citrix Systems, Inc.
 

NETWORKING & REFRESHMENTS IN EXHIBITION HALL

 
 

 

PARTICIPANTS MAY CHOOSE 1 OF 2 CONCURRENT TRACKS

TRACK A

Data to Insights: The Development of Market Intelligence within Global Asset Management

Amy BelewManaging Director, Global Head of Market Intelligence, BlackRock

The presentation will highlight three areas:

1. The changing landscape in asset management and need for intelligence
2. The development of our intelligence model that focused on engagement and scale, delivering both authoritative data and compelling insights
3. Key learnings in how we deliver impact through the balance of data “precision” and insightful “direction”

TRACK B

Gain Permanent Visibility at the C-Suite via ProACTive Scenario Planning

Baljit Singh, Ph.D.Managing Director & Partner, Lifesciences Division, INOVIS, Inc. (former Director of Global Insights, Novartis)

Planning for external and internal threats is a fundamental and essential part of brand planning.

INOVIS will provide the audience with an overview of an innovative, unique and first-in-class web-based scenario planning tool – ProACT – which helps mitigate risk, leverages opportunities and optimizes strategies. While originally developed for Big Pharma, ProACT is applicable across industries and strategic CI teams. It has also proven to be an ideal conduit to get a “seat at the table” in the C-Suite by providing evidence-based, solid and accurate scenarios (based on internal and external intelligence) upon which sound strategic decisions can be based.
You will learn – illustrated via real-world examples – how to:
• Systematically approach scenario planning
• Leverage and apply fundamental tools utilized during the scenario planning process
• Prepare your organization for external threats and internal issues
• Identify opportunities and align YOUR organization for the challenges ahead
• Prioritize activities, focus areas and initiatives

 

 

PARTICIPANTS MAY CHOOSE 1 OF 2 CONCURRENT TRACKS

TRACK A

Collaboration: Strategy and CI as an Integral Part of Day to Day Operations

Shannon O’Meara SmithDirector Market Research, ViaSat, Inc.

One often cited complaint from Strategy and CI professionals is that their analysis is often ignored.

In order to remedy this disconnect, it is imperative that Strategy and CI departments and practitioners become a part of their internal operations teams, rather than a “check in the box”. Discussion will cover methods and tools practitioners can use to increase their role and value within internal teams.

TRACK B

Product Claims that Actually Speak to Consumers

Jeremy BenhammouAssociate Director, Global Insights Business Lead, Clorox Company

In CPG, manufacturers have just seconds to engage with consumers at shelf, on TV or online.

The lower the category engagement, the bigger the challenge. If they don’t have an instant connection with what they’re looking for, consumers move on. This presentation outlines the approach taken by Clorox to crafting engaging and meaningful product claims for both package and communication across their international cleaning portfolio.

 

 

PARTICIPANTS MAY CHOOSE 1 OF 2 CONCURRENT TRACKS

TRACK A

Creating the Intelligent Organization

Troy PfefferMarket Intelligence Director, Cintas Corp

World-class Intelligence functions create a culture of Intelligence within their organization.

This is often the most difficult step in reaching world-class status. In his presentation, Troy Pfeffer will provide details on how to attain this by ‘Creating the Intelligent Organization’.

Key points include:
• 6 steps to the Intelligent Organization
• The creation and importance of a network
• Awareness, engagement & participation from field to C-suite
• The importance of a well-developed Intelligence portfolio

TRACK B

Intelligence as a Service – Opportunities & Challenges for the Insights Organization of Today

Roger YoderDirector, Competitive Intelligence, NetApp

Digital Transformation (DX) has markedly altered the landscape where Insights/Intelligence Professionals operate, sometimes challenging their ability to influence & impact at higher levels in their organizations.

At the same time, this disruption brings transformative tools and processes that professionals can use to provide more flexible, scalable, and impactful programs reaching broader sets of key internal audiences. This session will provide an in-depth look into the tools, people, and processes required to establish a world-class intelligence capability in a dynamic industry, during these dynamic times.
Key Topics:
• Be creative in delivering an integrated set of key intelligence services that help your company to better compete,
• Focus on customer #1 (for your industry) – understand how to help the Field win more & lose less, and why that matters to me
• Invest more resources into intelligence that provides unique perspectives valued by key executive stakeholders

 

EVENING SOCIALIZING EVENTS! COCKTAIL RECEPTION & NETWORKING


CONFERENCE DAY 2
Wednesday, March 29, 2017
9:00 AM - 6:00 PM
 

REGISTRATION & NETWORKING BREAKFAST IN EXHIBITION HALL

 
 

 

PARTICIPANTS MAY CHOOSE 1 OF 2 CONCURRENT TRACKS

TRACK A

How Not to Run a War Game – Lessons Learned from an Industry Vet

Alysse NockelsDirector, Competitive Intelligence, Intel Security

War games are an amazing way to shed light on competitor dynamics and forecast market moves, but they are a ton of work and often present a whole new set of challenges.

TRACK B

How to Analyze a News Event (or Anything)

Matthew SellChief Analyst, Competitive and Market Intelligence, SAP

In this session you will learn how to think like an analyst through putting a news event in the context of your perspective to provide insight.

 

 

PARTICIPANTS MAY CHOOSE 1 OF 2 CONCURRENT TRACKS

TRACK A

Competition in the Palm of Your Hand: How to Read the Competitive Landscape and Predict Future Success for Mobile Apps

Robbie AllanHead of Product, Survey Monkey

In his presentation, Robbie will share findings from data from thousands of mobile apps in the U.S. app stores, and discuss which metrics indicate longevity.

TRACK B

Social Media: HUMINT’s New Digital Face

Tom WatersSr. Manager, Market Intelligence, Jabil

The growing use of social media has disrupted the intelligence profession in unexpected ways.

 

NETWORKING & REFRESHMENTS IN EXHIBITION HALL

 
 

 

PARTICIPANTS MAY CHOOSE 1 OF 2 CONCURRENT TRACKS

TRACK A

Customer Centricity: How to Get an Entire Business Behind a Customer Strategy

Anna SulzmannDirector, Customer Strategy and Insights, ebay

• A real life case study of shifting a multi-Billion dollar business to being truly customer focused

TRACK B

CI in the Healthcare Industry

Steven LoGiudiceDirector of Strategy Management and Insights, Memorial Sloan Kettering Cancer Center
Meghan DeWittStrategic Initiatives Manager, Memorial Sloan Kettering Cancer Center

In this presentation we will discuss:

 

 

PARTICIPANTS MAY CHOOSE 1 OF 2 CONCURRENT TRACKS

TRACK A

A More Perfect Union: Helping Strategy and Planning Teams Work as a Team to Deliver Better Business Outcomes

Michael L. HighHead of Planning, Appraisal and Reporting, Shell

• Each working in a silo risks value destruction – overpromising to the market, overcommitting resources, making decisions on faulty information, and/or planning for (and therefore delivering) uncompetitive performance

TRACK B

Adapting Insights in a Changing Wireless Industry

Michael Gooch-BreaultDirector, Consumer & Marketplace Insights, Verizon

Over the past 2-3 years smartphone penetration reached 80% and the wireless industry began competing and advertising more aggressively.

 

NETWORKING LUNCHEON

 
 

ANNOUNCEMENT OF RAFFLE PRIZE WINNERS

 
 

THE 3 EXTREMELY SIMPLE FACTORS BEHIND THE MOST SUCCESSFUL CI PROCESSES IN THE WORLD – COMPENDIUM OF FINDINGS

Dr. Benjamin GiladCo-Founder, Fuld-Gilad-Herring Academy of Competitive Intelligence

We have been collecting rich data about CI processes and analysts/managers involved in some form of intelligence roles for a decade now.

 

BEST PRACTICES ROADMAP IN ENGAGING CONSULTANTS EFFECTIVELY & EFFICIENTLY

Moderator:
Marc LimacherFounder & President, INOVIS, Inc.
Panelists:
Brian BonazzoliSenior Director, Product Marketing, VMWare
Norberto GarciaSenior Director, Competitive Intelligence, Microsoft Corporation
George MinowSenior Manager, Customer & Market Insights, Hewlett Packard Enterprise
Matthew SkladanyDirector, Competitive Insights, Abbott Laboratories
Roger YoderDirector, Competitive Intelligence, NetApp

The accelerating speed and complexity of change in the business environment place a heightened premium on timely, rigorous understanding of developing threats and opportunities.

 

SUMMARY AND KEY TAKEAWAYS

(Panelists are Advisory Board Members)
Leo BoultonDirector of Competitive Intelligence-Market Strategy, CISCO
Mark FouldsSenior Manager, Competitive Intelligence, Dunkin' Brands, Inc.
Michael L. HighHead of Planning, Appraisal and Reporting, Shell
Steven LoGiudiceDirector of Strategy Management and Insights, Memorial Sloan Kettering Cancer Center
George MinowSenior Manager, Customer & Market Insights, Hewlett Packard Enterprise
Raghu RamanGroup President, Reliance Industries (formerly CEO, National Intelligence Grid)
 

CONFERENCE CONCLUDES



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Event Categories
Keywords: fun, analysis, analyze, announcement, audience, business , class , communication , community , conference




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