PTCE

IT SOLUTIONS FOR BUSINESS PROBLEMS

Thursday, June 18, 2009
Embassy Suites Hotel
Independence, OH

7:00AM-8:45AM	REGISTRATION – Foyer

7:00AM-8:45AM	PEER-TO-PEER NETWORKING/BUFFET BREAKFAST

8:45AM-9:00AM Salon 2 Marc Di Francisco Troy Thomas	WELCOME Marc Di Francisco, President, CIO Forum & Executive IT Summit PROGRAM INTRODUCTION Troy Thomas, Chief Security & Privacy Officer, KeyBank; President, NEOSIM

9:00AM-10:15AM Salon 2 Raymond Voelker	KEYNOTE – "HOW PROGRESSIVE IT IS TRANSFORMING ITSELF" Presented by: Raymond Voelker, CIO, Progressive Casualty Insurance Co. Discussion: During his nine years as CIO, Ray Voelker has closely aligned the Information Technology department to the business. There was a strong sense of urgency towards meeting the business needs that, at times, did not balance with the needs of producing a quality IT product. Ray will discuss how Progressive has re-evaluated its applications portfolio, how they have worked with the business to make the tough prioritization decisions, and how they have restructured IT to meet the changing needs of the organization. Their ultimate goal is to reduce systems complexity in order to re-deploy resources to new strategic development efforts, while ensuring appropriate quality and continual service improvement best practices are achieved.

10:15AM-11:00AM	BREAK – SOLUTIONS EXCHANGE PAVILION Back to Top

11:00AM-NOON Session 1 Salon 1 Dawn Menear Eric Loder Tom Paider Ly'Nette Cordaro Cameron Wolff	"AGILE SOFTWARE DEVELOPMENT: IS IT THE RIGHT CHOICE FOR YOUR BUSINESS?" Moderated by: Dawn Menear, IT Manager, Progressive Casualty Insurance Co. Panelists: Eric Loder, Manager, Software Solutions, The Kroger Co. Tom Paider, Program Manager, Corporate Internet, Nationwide Insurance Ly'Nette Cordaro, AVP, DCIO ITS, Case Western Reserve University Cameron Wolff, Director IT, Nationwide Insurance Discussion: Agile Software Development refers to a group of software development methodologies that promote frequent iterative releases and strong collaboration between cross-functional teams. This panel will discuss the benefits and pitfalls of agile; how to move from more traditional waterfall methods to agile ones; the pros and cons of agile engineering practices, such as pair programming; and how to effectively manage agile projects.

Session 2 Salon 4 John Semmer	"SIGNIFICANT AND SUSTAINED IT COST REDUCTION" Presented by: John Semmer, Senior Executive, Accenture Discussion: The implications of recession continue to swirl, impacting a company's ability to achieve and sustain high performance across economic cycles. The slowdown inevitably places cost reduction back on the executive management agenda, whether to offset pressures on revenues, fulfill earnings commitments, or safeguard borrowing covenants. Much of the search for savings will inevitably focus on IT—which means the CIO faces the challenge of reducing costs in IT while maintaining service quality and delivering the technology investments required to support the business efficiency agenda. Achieving both of these priorities is made more difficult by previous optimization efforts, which have created a leaner IT function where quick wins have already been exploited. Most high performing organizations have already done "the easy stuff," and while those efforts contributed to the bottom line, conditions continue to change and requiring a new look at sustainable cost reduction.

NOON-1:30PM Salon 2 Frank Curran Brian Boukal Jose Thomas Richard DeCarlo Frank Rego	LUNCHEON KEYNOTE – "STANDARDIZE, VIRTUALIZES, AND ECONOMIZE" Moderated by: Frank Curran, Business Development, Novell Panelist: Brian Boukal, Microsoft Alliance Executive, Americas Jose Thomas, Tech. Marketing Dir. Customer Advocacy and Licensing Group, Microsoft Richard DeCarlo, Executive Director, Great Northern Consulting Services, Inc. Frank Rego, Product Manager, Microsoft Technical Collaboration, Novell Discussion: Learn about the groundbreaking partnership between Microsoft and Novell that helps companies reduce costs and improve operational efficiencies through enhanced interoperability between Windows and SUSE Linux Enterprise Server. The panel will discuss a use case and/or present an actual customer success story on: Windows and Linux running side by side in the data center The need for better interoperability to address cost and complexity issues Virtualization, management, and identity solutions to improve data center efficiency between Windows and Linux Vendor best practices to foster greater interoperability

1:30PM-1:45PM	DESSERT – SOLUTIONS EXCHANGE PAVILION

1:45PM-2:45PM Session 1 Salon 1 Philip Wiese Tracy Scott Johnson Christopher Luse	"E-DISCOVERY: WHAT WE CAN DO TODAY TO PREPARE FOR TOMORROW" Moderated by: Philip Wiese, Partner, Buckingham, Doolittle & Burroughs, LLP Panelists: Tracy Scott Johnson, Partner, Calfee, Halter & Griswold, LLP Christopher Luse, Information Security Manager, Swagelok Company Discussion: This session will cover topics to assist participants to begin thinking about "What to Do Today to Prepare Ourselves for Tomorrow" in light of ongoing developments in the arena of electronically stored information (ESI). The session will discuss legal and business obligations that have arisen and effect business practices in the areas of records retention policies and practices, compliance and litigation readiness, and data and electronic information storage and retrieval protocols.

Session 2 Salon 4 Phil Zwieg Curtis Warren Carole Ettinger Rinette Scarso	"LEADERSHIP DEVELOPMENT: NOW, MORE THAN EVER" Moderated by: Phil Zwieg, Regional Leadership Forum Facilitator and Principal, Z-Sharp, LLC Panelists: Curtis Warren, Service Delivery Manager, Sherwin-Williams Carole Ettinger, PMP, Manager Client Services & Solutions, YRC Worldwide Technologies Rinette Scarso, Former Engagement Manager, Microsoft Discussion: This discussion will focus on the opportunities, perspectives and mandates associated with developing a "personal leadership style" in today's challenging and chaotic economy. Our intent is to investigate with panelists a number of different questions: Why is leadership development and in particular, a strong personal leadership style more important today than ever? How has the experience of gaining a personal leadership perspective translated into the way you execute your corporate role today? What is it about the process of “getting there” that surprised you the most? What would your peers and subordinates say is different about your leadership practices today? How do you view the difference between leadership and management? Why should organizations spend the money to develop leadership capabilities today? How does a "personal leadership style" integrate the concepts of a moral compass?

2:45PM-3:30PM	BREAK – SOLUTIONS EXCHANGE PAVILION

3:30PM-4:30PM Session 1 Salon 1 Vida Ziedonis Michael Jones Angie Masini-Sloan	"A PARADIGM SHIFT: THE ITIL-BASED IT TRANSFORMATION" Moderated by: Vida Ziedonis, IT Manager, Progressive Casualty Insurance Co. Panelists: Michael Jones, IT Manager, Lubrizol Corp. Angie Masini-Sloan, VP Enterprise Operations Services, KeyBank Discussion: Business reliance on IT continues to expand beyond "innovative advantage" - IT is now a business necessity without which a company cannot effectively function in the marketplace. As a result, IT organizations and their business partners have had to rethink the innovation-focused IT organizational models and adapt to this major reliance on IT services. In this session representatives from several leading companies will share their experiences using ITIL (Information Technology Infrastructure Library) best practices to facilitate this transformation.

Session 2 Salon 4 Peter Coffee	"THE ENTERPRISE CLOUD: IMMEDIATE, URGENT, INEVITABLE" Presented by: Peter Coffee, Director Platform Research, salesforce.com; Former Technology Editor, eWeek Discussion: Cloud computing offers dramatic improvements in time to market, alignment of IT cost with value, and reduction of risk associated with business process transformation. IT leaders in both small/medium business and enterprise settings can find a broad range of infrastructure services, application frameworks and packaged applications that satisfy "cloudy" criteria. Join us for an illuminating tour of the cloudscape that combines real-world results with authoritative analysis of the fundamental changes that are already well under way.

4:30PM	EXECUTIVE RECEPTION Admittance by Conference Badge or VIP Pass Only. Complimentary hors d'oeuvres and beverages.Back to Top

IT SOLUTIONS FOR BUSINESS PROBLEMS

Friday, June 19, 2009
Embassy Suites Hotel
Independence, OH

7:30AM-8:45AM	REGISTRATION – Foyer

7:30AM-8:45AM	PEER-TO-PEER NETWORKING/BUFFET BREAKFAST

8:45AM-9:00AM Salon 2 Marc Di Francisco Laura Pettit Rusick	WELCOME Marc Di Francisco, President, CIO Forum & Executive IT Summit PROGRAM INTRODUCTION Laura Pettit Rusick, SIM Board Member, NEOSIM

9:00AM-10:15AM Salon 2 Jack Wilson	KEYNOTE – "CHANGING THE CULTURE – THE TOUGHEST TASK IN IT" Presented by: Jack Wilson, AVP Enterprise Architecture, Amerisure Mutual Insurance Company Discussion: Any organization has to be dynamic in order to survive, let alone excel. You simply can’t be stagnant, but there are a lot of forces within your organization struggling hard to maintain the status quo. It is one of the areas in the organization that by its very nature has to evolve forcing change within the organization. In the best cases IT can become a revolutionary force to drive an organization to examine what they do, why they do it, and is it effective? It’s not easy, but it is what separates progressive IT leadership from stagnant IT management.

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

11:00AM-NOON Session 1 Salon 1 Edward Keck’s Bob Kelley Mark Dill	"INFORMATION SECURITY & EMERGING TRENDS" Moderated by: Ed Keck, VP, Security Strategy & Governance, KeyCorp Panelists: Bob Kelley, IT Operations Manager, Regional Income Tax Agency Mark Dill, Dir. Information Security, The Cleveland Clinic Health System Discussion: This informative session will focus on some of the most pressing issues security professional are confronted with today. The major topics include: The changing threat environment, internal vs. external focus. The impact of Generation X on the security landscape including Access to social networking & the use of personal devices. Securing the mobile workforce - access from both corporate and non-corporate assets How do our panelists stay plugged in to security trends and innovations? We will discuss Emerging threats, Benchmarks Members of the audience will also have the opportunity to ask questions of the panelists.

Session 2 Salon 4 Eric Offenberg Carolyn Jones	"DATA STRATEGIES FOR MANAGING APPLICATION PORTFOLIOS: A CASE STUDY IN APPLICATION CONSOLIDATION" Moderated by: Eric Offenberg, CIPP, Business Development, IBM Panelist: Carolyn Jones, Dir. Enterprise Technology Support, American Electric Power Discussion: Delivering electricity to more than five million customers, American Electric Power (AEP) ranks among the nation's largest electricity generators. Like most organizations, AEP is challenged to manage the numerous business applications which they have developed throughout the years, as well as those that have been inherited through mergers and acquisitions. Join Eric Offenberg, IBM, and Carolyn Jones, AEP, in this interactive session as they: Explore the challenges faced by AEP (and most organizations) as a result of inherited systems via mergers and acquisitions Discuss the strategies implemented to help consolidate AEP’s applications Manage compliance with data retention regulations Review lessons learned from Carolyn and her team at AEP

NOON-1:30PM Salon 2 Larry Cuy Sandra Rapp Lori L. Reeves Tom Haling	LUNCHEON KEYNOTE – "ECONOMY & IT" Moderated by: Larry Cuy, SVP, Federal Reserve Bank Panelists: Sandra Rapp, CIO, OEConnection Lori Reeves, VP & CIO, Forest City Enterprises Tom Haling, Director, Global Business Systems, PolyOne Discussion: Events in the economy have affected many, if not all, organizations and their IT functions. The impact and responses to the economy may be similar but also vary considerably based upon the company or organization. How has the deployment of IT services been affected in organizations due to the economy? What types of actions are being taken by CIOs as a result? Are there opportunities resulting from the economy? What are some strategies being taken in IT organizations in response to the economy? These topics and others will be explored by the panelists.

1:30PM	FINAL DRAWINGS, DESSERT & REFRESHMENTS SERVED IN THE SOLUTIONS EXCHANGE PAVILION Back to Top

(Materials contained are for marketing purposes only. Speakers, topics, etc. are not in final form and are subject to change.)