THE CIO SUMMIT® West 2004 Sessions

THE CIO SUMMIT® West 2004

THE CIO SUMMIT West 2004

Sessions
Day 1: October 7, 2004

8:50 am-9:40 am

COURAGEOUS CAPTAINS: DESIGNING THE EFFECTIVE ENTERPRISE

Donald Bell, Senior Vice President, Customer Service, and Co-Chief Operating Officer, WestJet Airlines Ltd.

Beyond the need for a regulatory framework, organizations have to take another look at their accountability structure as part of their overall business mandate. How does IT fit into the long-term organizational structure? Where does the line between IT management and leadership exist — or is there a line at all? What are the key ideas and opportunities that enable the design of a better business and IT organization?

9:40 am-10:30 am

STREAMLINING FOR SUCCESS

Scott Tannas, President and Chief Executive Officer, Western Financial Group Inc., and Chairman, Bank West

Infrastructure is an anchor. For some, it provides a firm grounding for future initiatives, ensuring the organization doesn’t go adrift on a sea of constant change. At the same time, an anchor can be a limiting deadweight, preventing the firm from gaining competitive advantage because it is “stuck” in the past. What are the issues that separate infrastructure from superstructure — the things that really matter — and how can you winch up your anchor for a successful journey into the future?

10:50 am-12:00 pm

PANEL DISCUSSION: PERSONALIZATION VERSUS PRIVACY
Presented by EDGE Magazine

Moderator
Yogi Schulz, President, Corvelle Management Consultants

Panellists
Elizabeth Denham, Private Sector Lead, Office of the Information and Privacy Commissioner of Alberta
Elaine McKinlay, Director, Privacy and Employment Equity, TELUS Corporation
Gerald Neary, Director General, Investigations and Inquiries, Office of the Privacy Commissioner of Canada
Bill Paterson, Manager, Privacy Compliance, Shell Canada Ltd.
Sherri Wright-Schwietz, Manager, Human Resources, and Privacy Advisor, Mark’s Work Wearhouse Ltd.

Protecting customer and business information assets is now a matter of course. Protecting information is becoming more difficult as its volume mushrooms through initiatives such as personalization. However, many IT and business executives see ensuring privacy as a minor aspect of their role. Clearly, there is a strong link between the effectiveness of the information infrastructure and the privacy commitments that the business has accepted. This panel of well-informed and experienced experts — including representatives from the key regulatory agencies — will discuss IT leadership issues in ensuring privacy. This session will outline how these issues affect the business and its customers. What role must the CIO play? What are the concrete examples (and results) of recent challenges and outcomes?

Themed Lunch
12:00 pm-1:45 pm

This year, our themed lunch is a focal point for discussing the issues and challenges that are relevant to the IT industry, based on four main themes:
• Business structure and the future of IT (speaking to management, connectivity and mobility).
• Privacy and protection: achieving balance (implication to IT structure or business focus).
• “Accountability” effect (linking leadership with results).
• Out-/co-sourcing challenges and opportunities.

The collective experience of the IT leadership community is an untapped treasure of knowledge. This session will be based on a comparative research effort that will utilize the knowledge of all participants through individual and group input. Be prepared to have some fun and share your thoughts in an on-site research initiative. After the exercise, all collected and synthesized findings derived from the research will be shared with registered participants through the CIO SUMMIT® Web site after the event.

ARE YOU MANAGING YOUR INFORMATION OR IS IT MANAGING YOU?

David Ellard, Senior Vice President and Chief Information Officer, EMC Corporation

No one is exempt. All organizations are challenged to manage their information from the time it is created to the moment it is disposed. Even more of an issue, companies have to reduce the cost and complexity of managing information throughout its lifespan — while ensuring information resources align with business continuity strategy as well as corporate compliance and regulatory initiatives. Therein lies the dilemma. In this session, David Ellard will provide a first-hand account of how EMC Corporation has managed its information. He will share his experience about the vulnerabilities exposed and the opportunities discovered that have made a significant impact on how EMC manages and governs its organization.

3:55 pm-4:45 pm

COMPLY WITH ME!

David Beck, Managing Director, Equity Research, RBC Capital Markets Inc.

The compliance challenge is causing a range of organizational responses from denial to panic. Clearly, the Sarbanes-Oxley Act is leading the charge, but other initiatives such as Basel II, the U.S. Patriot Act and the Health Insurance Protability and Accountability Act (HIPAA) serve to reinforce the changing business tide. David Beck, RBC Financial Group's lead analyst, will discuss specific compliance initiatives in light of three key software platforms used to assist organizations in meeting the compliance challenge: CPM (corporate performance nanagement), BPM (business process nanagement) and ECM (enterprise content management). Further, Beck will discuss leading vendors from each of these respective software categories in terms of their positioning and capabilities as it relates to satisfying compliance-oriented requirements.

8:30 am-9:20 am

OUTSOURCING CHALLENGES AND OPPORTUNITIES

John M. Kelly, Senior Vice President and Chief Operating Officer, Xerox Global Services

Outsourcing of key business processes or whole supply chain activities is certainly a major competitive force in business today. But it is easier said than done. Business leaders, and specifically the CIO, face a myriad of options and choices. The key starting point for successful outsourcing is to understand the business reasons for the decision to outsource and the major expected outcomes. The strategic reasons for outsourcing include cost reduction, focus on core activities and strategic flexibility. How can we ensure that the outsourcing partner selection process, the alignment of capabilities and the contracting process are designed to achieve the goals of the organization?

9:20 am-10:10 am

SUCCESSFUL CIOS: USING NETWORKING TO IMPROVE
CORPORATE GOVERNANCE

Dr. Catherine Aczel Boivie, Senior Vice President, Information Technology,
Pacific Blue Cross

Effective corporate governance is larger than the organization. And a CIO is more than a technology leader. That’s why effective CIOs are skilled at networking — internally and externally — in a drive to build corporate value. This means developing critical relationships through shared experiences, best practices and discussions on “what keeps them awake at night.” It also mandates that a CIO must traverse all levels of the organization, sharing knowledge and building personal relationships from the board of directors on down. But these skills are not taught in “school.” Sometimes they are never taught at all. What are the important lessons that CIOs must learn to be successful in conveying corporate value to the next level? What can CIOs and IT leaders do to enhance their skills and knowledge? Catherine Boivie will share her experiences as a CIO who adds value within her organization and as a leader of a community of common interest that facilitates personal and business growth.

10:30 am-11:30 am

CREATING THE GOVERNANCE EDGE

Dr. Peter G. W. Keen, Founder, Keen Innovations

The bad news is that your industry is being commoditized. The good news is that your industry is being commoditized. Commoditization leads to componentization — initially of parts, but eventually of the entire organization. Organizations that fight the component battle are constantly on the defensive — cost cutting everywhere — often with a limited future. Organizations that succeed build platforms — through process and relationships — that fit the components together in new ways. That doesn’t happen without governance. The “new” governance rules require more than compliance, they require value creation. Linking process, technology blueprints and cultural governance turns commodities into premium relationships. CIOs have always emphasised the need for technology integration, but now the opportunity is to synchronize the business relationships and extend the value space. Peter Keen will explore these ideas and the possibilities for the future — with astounding implications and critical insight.

CONFERENCE REVIEW AND DISCUSSION

THE CIO SUMMIT® West 2004 Co-chairs
Craigg Ballance, Partner, E-Finity Group Inc.
Robin Lynas, Chief Information Officer, Mark’s Work Wearhouse Ltd.

EXECUTIVE LEARNING SESSIONS

These sessions are designed to provide a learning opportunity at an executive level. Each session has been designed to bring the strategic issues to the fore and provide key insights and capabilities to the attendees. Don’t miss this opportunity to intensify your knowledge, strengthen your abilities and challenge your beliefs in these unique learning opportunities.

The vicissitudes of business seem to invoke a constant struggle between outsourcing and in sourcing — often with varying degrees of success. What are the key motivators for outsourcing and how is an IT leader expected to react to them? Is it cost or strategy that should drive the agenda? Business or operations or IT? This session will provide a foundation for the CIO to make rational and relevant contributions to the debate.

MULTI-VENDOR I.T. PROCUREMENT TRANSACTIONS: A MANAGEMENT GUIDE

Session Leader: Duncan Card, Partner and Co-Chair, Outsourcing Practice, Ogilvy Renault

Information technology infrastructure is no longer simply built, purchased and supported from only a few sources. Your enterprise’s increasingly complex IT infrastructure is now comprised of multiple components derived from many highly specialized contributors, whether data, communications, hardware, software, consulting services or other IT goods and services. This session will address the true risk factors in buying, building and managing your IT infrastructure and the key commercial and management strategies and undertakings to avoid or mitigate those risks.

DEVELOPING ALIGNMENT THROUGH MORE EFFECTIVE PROJECT MANAGEMENT PRACTICES: SECRETS OF SUCCESS

Session Leader: James L. Norrie, Director, School of Information Technology Management (ITM), Faculty of Business, Ryerson University

Are you managing your programs effectively? Does outsourcing remove work or just change it to a different emphasis? Are you plugged into the right processes?
• Define the project management principles that are relevant to senior executive issues.
• Compare with past experiences.
• Determine and list best practices and practise these skills.

MANAGING EXPECTATIONS: CREATING EXCEPTIONAL VALUE

Session Leader: Dr. Doron J. Cohen, Vice President, Research Director, Gartner Financial Services

Many IT leaders are put in a position of defending a losing proposition or, worse yet, a previous administration’s mistakes. Learn how and when to “fish or cut bait.” Understand the way to limit exposure yet not seem difficult or non-committal. See through the customer’s eyes and become aware of the important gives and takes.

SUMMATION AND SYNTHESIS

Barry Clavir, Executive Producer, THE CIO SUMMIT®

THE CIO SUMMIT® West 2004 Co-chairs
Craigg Ballance, Partner, E-Finity Group Inc.
Robin Lynas, Chief Information Officer, Mark’s Work Wearhouse Ltd.