IN-PERSON

San Francisco CIO Executive Summit

May 10, 2023 | Parc 55

May 10, 2023
Parc 55

Collaborate with your peers

Get together with San Francisco's top CIOs to tackle shared business challenges and critical priorities facing your role today. Participate in this one-day, local program with peer-driven topics and interactive discussions with your true C-level peers.

Join your peers to discuss the most critical issues impacting CIOs today:

Data-Driven Increase of Operational Efficiencies and Reduced Risk

Innovation for Competitive Advantage in Customer Experience

Optimizing Costs to Increase Revenue and Drive Growth

San Francisco CIO Governing Body


The Governing Body Co-Chairs shape the summit agenda, ensuring that all content is driven by CIOs, for CIOs.

Governing Body Co-Chairs

Opinder Bawa

University of San Francisco
VP & CIO

Kevin Cornish

Covered California
Chief Information Officer

Amy Farrow

Lyft
Chief Information Officer

Monica Khurana

Dodge & Cox
Chief Technology Officer

Geeta Pyne

Intuit
Chief Enterprise Architect

Avi Sokol

KLA
VP & CIO

Evan Wayne

World Market
CIO

What to Expect

Interactive Sessions

Hear from CIO practitioners and thought leaders on how they're solving critical challenges impacting your role today in Keynote sessions, and join smaller, interactive discussions with your peers in Breakout and Boardroom sessions.

Community Networking

Make new connections and catch up with old friends in casual conversations during dedicated time for networking designed to better acquaint you with your San Francisco CIO community.

Peer-to-Peer Meetings

Connect with like-minded peers in a private, one-on-one setting through Evanta's Peer-to-Peer Meetings. You will be matched with peers in your community based on your shared interests and priorities.

Agenda


May 9, 2023

6:00pm - 8:30pm  Governing Body Welcome Reception

Governing Body Welcome Reception

Governing Body members host this dinner for attendees to launch the event with an evening of peer networking.

Additionally, attendees will have the option to make Capes for Kids which will then be donated to Ronald McDonald House Charities Bay Area to distribute to children facing a first-time hospital stay.

Ronald McDonald House Charities Bay Area's mission is simple: be there for sick kids and their families, providing comfort and support when and where they need it most. Their objectives are clear: ease the emotional and financial burden families endure. For 40 years, RMHC Bay Area has been partnering with the region’s children’s healthcare providers to keep families together and near the medical care their ill or injured children need, when they need it most. Today, RMHC Bay Area serves critically ill children through a Ronald McDonald House Charity program network that provides housing, meals, and psychosocial support inside or nearby Lucile Packard Children’s Hospital Stanford and UCSF Benioff Children’s Hospitals in San Francisco and Oakland.

7:45am - 8:30am  Registration & Breakfast

8:30am - 9:15am  Keynote

Peer Pulse Check — Top Priorities

Amy Farrow headshot

Amy Farrow

Chief Information Officer

Lyft

Opinder Bawa headshot

Opinder Bawa

VP & CIO

University of San Francisco

Monica Khurana headshot

Monica Khurana

Chief Technology Officer

Dodge & Cox

An effective leader knows that peers are an invaluable resource. From business alignment and leadership influence to strategies and tactics that have become best practices, the Evanta “By CIOs for CIOs” model brings this value to each gathering. To open the summit, Amy Farrow of Lyft will lead a panel of community leaders in a discussion of the top priorities as reported by San Francisco CIOs.

Join this keynote to:

  • Learn what your peers are tracking currently
  • Consider top priorities as they apply to your business
  • Prepare for a full day of relevant conversations

9:15am - 9:40am  Networking Break

9:40am - 10:25am  Breakout Session

Data-Driven Unified Experiences are the Future of Customer Engagement

Jeff Burlin headshot

Jeff Burlin

Director, Executive Engagement Programs

Twilio

The future of customer service and support is contextualized, predictive, value-focused, and omnipresent. Gartner predicts that over half of large organizations have failed to unify engagement channels resulting in the continuation of a disjointed and siloed customer experience that lacks context.

Join this session to learn about:

  • Understanding the customer experience through data
  • Anticipating customer needs and meeting evolving customer expectations
  • Increasing operational efficiency

9:40am - 10:25am  Executive Boardroom

The Most Important Shift for Cybersecurity in a Generation

Steve Riley headshot

Steve Riley

Field CTO

Netskope

Thomas Squeo headshot

Thomas Squeo

Chief Technology Officer

Intrado Inc.

Srini Tanikella headshot

Srini Tanikella

Vice President Information Technology

SGH Corp

We live in a world where everything is hybrid and the blend between personal, corporate, private and public is ever-changing and presents us with a host of new challenges. This has increased and complicated the attack surface and the pressure to converge tools and do “more with less” is at peak levels. We must meet this watershed moment with the right team, plans, and technology.

Join this interactive session to learn:

  • How to build an effective plan for change without adding to the chaos
  • What consolidation approaches save money without sacrificing security
  • Use cases that deliver immediate value and efficiency while improving user experience

Executive boardrooms are intimate and interactive sessions designed to foster dynamic dialogue around a specific, strategic topic. These private, closed-door discussions encourage attendee participation and are limited to 15 attendees (seating priority is given to CxOs).

To reserve your seat, please contact: 

Shauna del la Mare at shauna.delamare@evanta.com or (971) 230-3550.

9:40am - 10:25am  Executive Boardroom

Innovation in Economic Headwinds

Richard Tworek headshot

Richard Tworek

Chief Technology Officer, Alluvio

Riverbed Technology

Rebecca Scholl headshot

Rebecca Scholl

VP, Digital Innovation

Genpact

2023 will continue to challenge business as usual: economic uncertainty, budget constraints, do more with less and innovate to keep customers. The capability of technology continues to accelerate as workforce mobility and employee choices and flexibility strain existing systems and infrastructures. Innovation will continue to be vital to the enterprise’s success.

Join Riverbed to learn:

  • Approaching our mutual challenges
  • Aligning strategy, people, and technology for innovative thinking
  • Assessing what’s ahead


Executive boardrooms are intimate and interactive sessions designed to foster dynamic dialogue around a specific, strategic topic. These private, closed-door discussions encourage attendee participation and are limited to 15 attendees (seating priority is given to CxOs).

To reserve your seat, please contact: 

Shauna del la Mare at shauna.delamare@evanta.com or (971) 230-3550.

10:25am - 11:00am  Networking Break

10:30am - 10:55am  Peer-to-Peer Meetings

Peer-to-Peer Meetings

Connect with like-minded peers in a one-on-one setting through Evanta’s Peer-to-Peer Meetings. You will be matched with peers in your community based on your shared interests and priorities.

11:00am - 11:45am  Breakout Session

Buzzers Over Buzzwords — An Interactive Benchmarking

Shadaab Kanwal headshot

Shadaab Kanwal

MD - Digital, Data, and Analytics

Charles Schwab

Ahsan Baig headshot

Ahsan Baig

CIO

AC Transit

Srini Tanikella headshot

Srini Tanikella

Vice President Information Technology

SGH Corp

What's your community's top priority? What do your C-Level peers consider the largest hurdle to accomplishing their goals? What percentage of your peers are experiencing the same struggles as you? In this fun, highly interactive, game-show-style session, we'll put your knowledge to the test and provide insight into your community.

Come on down to:

  • Compete in a data-driven, community-specific, gamified quiz
  • Learn more about the struggles and opportunities reported by members of your community
  • Share and expand on these reported goals and challenges


11:00am - 11:45am  Executive Boardroom

Implementing Responsible and Explainable AI

Heather Gentile headshot

Heather Gentile

Executive Director, RegTech Offerings, Data and AI

IBM

Laiq Ahmad headshot

Laiq Ahmad

Chief Platform Strategy Officer

Change Healthcare

Nick Roethel headshot

Nick Roethel

CIO (Section Director, Technology Services)

Metropolitan Transportation Commission

AI adoption is increasingly used to beat the competition, release innovative products and services, better meet customer expectations, and drive revenue growth. However, AI is not straightforward. With disruptors like generative AI, novel use cases to serve customers, and emerging regulations, effective governance is a challenge needing to be solved. Stakeholders, customers, and government entities are demanding responsible and explainable AI.

Join this session to discuss how to:

  • Operationalize AI with confidence in your organization
  • Better manage AI risk to avoid brand degradation
  • Scale while complying with the growing AI regulations

Executive boardrooms are intimate and interactive sessions designed to foster dynamic dialogue around a specific, strategic topic. These private, closed-door discussions encourage attendee participation and are limited to 15 attendees (seating priority is given to CxOs).

To reserve your seat, please contact: 

Shauna del la Mare at shauna.delamare@evanta.com or (971) 230-3550.

11:00am - 11:45am  Executive Boardroom

The CIO is In — Your Digital Health Checkup

Evan Wayne headshot

Evan Wayne

CIO

World Market

Sudhir Kumar headshot

Sudhir Kumar

Chief Technology Officer

The Wine Group

Gaurav Sabharwal headshot

Gaurav Sabharwal

Head of Global Business Technologies and Client Data Strategies

Pitney Bowes

Your enterprise’s digital health has far-reaching impact into every corner of the business. Many organizations have been catapulted into digital commerce, contactless customer relationships, remote work, and a host of other challenges with no clear endpoint and continued pressure for acceleration. When was the last time you were able to step back and assess your digital health?

Join this session to talk with your peers about:

  • Strategizing and communicating your digital roadmap
  • Establishing common measurements to baseline and track progress
  • Training your team to prioritize what drives success


Executive boardrooms are intimate and interactive sessions designed to foster dynamic dialogue around a specific, strategic topic. These private, closed-door discussions encourage attendee participation and are limited to 15 attendees (seating priority is given to CxOs).

To reserve your seat, please contact: 

Shauna del la Mare at shauna.delamare@evanta.com or (971) 230-3550.

11:45am - 12:30pm  Lunch Service

12:30pm - 1:05pm  Keynote

AI Models Drive a New Era of Enterprise Support

Bhavin Shah headshot

Bhavin Shah

CEO & Founder

Moveworks

In the wake of the latest advancement in large language models (LLMs), there is a lot of buzz around what generative and conversational AI means for the enterprise. Join Bhavin Shah, CEO and Founder of Moveworks, as he explores the opportunities and risks of this new landscape and previews the future of generative AI.

Join this session to:

  • Understand how these ever-evolving technologies are transforming employee support
  • Hear real-world examples of companies already leveraging this technology today
  • Gain insight into how you can implement generative AI across your company

1:05pm - 1:30pm  Break

1:30pm - 2:15pm  Breakout Session

Beyond Buying Offsets — Substantial Sustainability

Peter Young headshot

Peter Young

Chief Enterprise Architect

Granite Construction

Sanjay Srivastava headshot

Sanjay Srivastava

Chief Digital Officer

Genpact

Evan Wayne headshot

Evan Wayne

CIO

World Market

Sustainability is no longer just another PR consideration. More than 90% of organizations increased investment in sustainability programs compared to 2017, making sustainability a top 10 business priority for the first time ever. Increased demand for transparency and action requires that leaders plan for sustainability from the outset.

Join this session to discuss:

  • Adding sustainability to the decision-making framework
  • Tracking and improving supplier performance and responsible sourcing
  • Delivering solutions with clear value


1:30pm - 2:15pm  Executive Boardroom

The Evolution of the ERP — Making ROI-Based Procurement Decisions

Eric Helmer headshot

Eric Helmer

Senior VP and Chief Technology Officer

Rimini Street

Brian Alikhani headshot

Brian Alikhani

Chief Information Officer

International Union Of Operating Engineers

Bob James headshot

Bob James

Head of Information Technology

Mid Valley Agricultural Services

The days of the ERP dot-release upgrade are over.  The next generation of our Oracle and SAP landscapes will be expensive, disruptive, and transformational. But how much of your current ERP suite do you keep, replace, or upgrade?  Vendors are pushing SaaS cloud, but is that the right path? It depends on the ROI.

Join the session to learn:

  • What your peers are doing in future state ERP road-mapping
  • How to make ROI-based decisions for your cloud journey
  • The financial pro's and con's of monolithic programs such as SAP RISE

Executive boardrooms are intimate and interactive sessions designed to foster dynamic dialogue around a specific, strategic topic. These private, closed-door discussions encourage attendee participation and are limited to 15 attendees (seating priority is given to CxOs).

To reserve your seat, please contact: 

Shauna del la Mare at shauna.delamare@evanta.com or (971) 230-3550.

1:30pm - 2:15pm  Executive Boardroom

Morals in the Machine — Developing AI/ML Ethical Standards

Hira Dangol headshot

Hira Dangol

Vice President, Technology Platform- AI/ML and Automation

Bank of America

Jonas Kriks headshot

Jonas Kriks

CIO

ATEL Capital Group

Pranav Shahi headshot

Pranav Shahi

VP, Head of IT

Atlassian

AI and Machine Learning-powered solutions are evolving rapidly and creating opportunities for speed and efficiency of data-driven decision-making processes. Enterprises are looping into tactical and strategic implementation strategies of Machine Learning models, AI algorithms and LLMs. Understanding the importance of trust and transparency in AI technology is key to business services.

Join this round table discussion to discuss:

  • Addressing current challenges and opportunities around AI/ML ethical standards
  • Harnessing the increasing adoption of these technologies while mitigating risks
  • Building a robust governance framework from privacy, ethics and compliance needs


Executive boardrooms are intimate and interactive sessions designed to foster dynamic dialogue around a specific, strategic topic. These private, closed-door discussions encourage attendee participation and are limited to 15 attendees (seating priority is given to CxOs).

To reserve your seat, please contact: 

Shauna del la Mare at shauna.delamare@evanta.com or (971) 230-3550.

2:15pm - 2:50pm  Networking Break

2:20pm - 2:45pm  Peer-to-Peer Meetings

Peer-to-Peer Meetings

Connect with like-minded peers in a one-on-one setting through Evanta’s Peer-to-Peer Meetings. You will be matched with peers in your community based on your shared interests and priorities.

2:50pm - 3:35pm  Breakout Session

Strategic Trajectory – Ask the Executive Recruiter

Michael Robinson headshot

Michael Robinson

Chief Information Officer

Shutterfly

Carol Ann Wentworth headshot

Carol Ann Wentworth

CEO, Wentworth Executive Recruiting

Guest Speaker

What are your professional growth goals? Whether you’re looking to grow in your current role or into another role in the C-suite it’s important to focus on strategies to help guide you forward. In this question-and-answer session, a community peer will moderate a panel of local executive recruiters tackling this topic and more.

Join this session for:

  • Advice on career planning
  • Tactics to achieve your career growth goals
  • Best practices to make yourself attractive to new opportunities


2:50pm - 3:35pm  Executive Boardroom

Accelerating Speed to Value on IT Investments

Louise Allen headshot

Louise Allen

Chief Product Officer

Planview

Christopher Desautel headshot

Christopher Desautel

Chief Digital Officer

Berkshire Hathaway Homestate Companies

Balaji Padmanaban headshot

Balaji Padmanaban

VP, Enterprise Technology

ZoomInfo


Executives plan to spend nearly $5 trillion in enterprise IT spending in 2023 based on Gartner’s latest forecast. Now, more than ever, CIOs have the opportunity to lead transformative change by demonstrating how their IT investments are improving time-to-value and predictability for their organization. 

Join this session to discuss: 

  • Shortening the time from idea to business outcomes 
  • Meeting customer and market commitments under constraints 
  • Building more accurate plans via better capacity assumptions  



Executive boardrooms are intimate and interactive sessions designed to foster dynamic dialogue around a specific, strategic topic. These private, closed-door discussions encourage attendee participation and are limited to 15 attendees (seating priority is given to CxOs).

To reserve your seat, please contact: 

Shauna del la Mare at shauna.delamare@evanta.com or (971) 230-3550.

2:50pm - 3:35pm  Executive Boardroom

Reinventing the Intranet — What Does Great Look Like?

Geeta Pyne headshot

Geeta Pyne

Chief Enterprise Architect

Intuit

Brad Bell headshot

Brad Bell

EVP CIO

Infoblox

Venkat Ranga headshot

Venkat Ranga

Head of Business Information Systems

Aryaka Networks

Long an unsung pillar of your workforce tools, the enterprise intranet has taken an expanded role in today’s work. A useful and thoughtfully structured intranet produces improvements in productivity, agility, and even retention through an informed and connected workforce. Geeta Pyne of Intuit moderates this peer roundtable discussion and shares her intranet reinvention story.

Join your peers to discuss:

  • Refreshing and revamping your team’s experience
  • Improving content delivery and change adoption
  • Inspiring your teams to connect and grow


Executive boardrooms are intimate and interactive sessions designed to foster dynamic dialogue around a specific, strategic topic. These private, closed-door discussions encourage attendee participation and are limited to 15 attendees (seating priority is given to CxOs).

To reserve your seat, please contact: 

Shauna del la Mare at shauna.delamare@evanta.com or (971) 230-3550.

3:35pm - 4:00pm  Break

4:00pm - 4:35pm  Keynote

Authentic Leadership in Times of Change

Mike Robbins headshot

Mike Robbins

Author & Thought Leader

Guest Speaker

Change is inevitable. The one constant in the midst of all the change, stress, and uncertainty we face at work and in life is us. Leaders with a strong sense of emotional intelligence (EQ), a willingness to be courageous and vulnerable, and the capacity to inspire others in a genuine way, have a distinct advantage in keeping their teams engaged and motivated in any circumstances. 

In this program, author and thought leader Mike Robbins will share practical tips for:

  • Learning to be transparent in a way that’s both liberating and inspiring
  • Connecting at a deeper level with your teams and building real trust
  • Dealing effectively with change and uncertainty — and thriving in the process


4:35pm - 5:00pm  Closing Reception & Prize Drawing

May 9, 2023

We look forward to seeing you at an upcoming in-person gathering


Evanta cares about the health and safety of our community. Please review the following recommendations prior to attending the gathering.

Location


Venue & Accommodation

Parc 55
MORE INFORMATION

A block of rooms has been reserved at the Parc 55 at a reduced conference rate. Reservations should be made online or by calling 1-800-445-8667. Please mention ESF to ensure the appropriate room rate.

Deadline to book using the discounted room rate of $279 USD (plus tax) is April 17, 2023.

Your Community Partners


Global Thought Leader
Key Partner
Program Partners

Community Program Manager


For inquiries related to this community, please reach out to your dedicated contact.

Shauna De La Mare

Community Program Manager

shauna.delamare@evanta.com