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THE CIO SUMMIT 2003
The Next Generation: Critical Success Factors for the Future

Day 1: November 3, 2003
(Program subject to change)


WELCOME AND CONFERENCE ROAD MAP
8:30 am-8:40 am


Barry Clavir, Executive Producer, THE CIO SUMMIT®

THE CIO SUMMIT® 2003 Co-chairs
Craigg Ballance, Partner, E-Finity Group Inc.
Keith I. Powell, Founder, Keith Powell Consulting, and Partner, XPV Capital Corporation


HOW THE AGE OF TRANSPARENCY WILL REVOLUTIONIZE BUSINESS
8:40 am-9:30 am

Don Tapscott, President, New Paradigm Learning Corporation


“A powerful force is rising in business, one that has far-reaching implications for most everyone. Nascent for half a century, this force has quietly gained momentum through the last decade; it is now triggering profound changes across the corporate world. . . . The force is transparency.” — From The Naked Corporation, by Don Tapscott and David Ticoll, Penguin Press, October 2003
Don Tapscott, one of the world’s leading authorities on business strategy and the networked world, makes one of the first presentations on his new book, The Naked Corporation. Tapscott explains the rise of transparency and discusses how firms can embrace transparency to enhance their reputations; build trusting relationships with their staff, partners, shareholders and the public; and achieve competitive advantage. He discusses the far-reaching implications for the CIO and every manager. Delegates will receive a complimentary copy of the book.


SHARING THE VISION OF THE ORGANIZATION OF THE FUTURE
9:30 am-10:20 am

Dr. Robert (Bob) S. Bauer, Chief Technology Officer, Xerox Global Services


Organizations make large investments in technology to help them run their businesses. But there is a hidden problem. Up to 80 per cent of the information they need is trapped in documents and unstructured data and is unavailable to those IT systems. Collaboration is a manual process. Knowledge walks out the door every night with the employees. Bob Bauer, president of Xerox Global Services, the consulting division of Xerox Corporation, explains how organizations can leverage that information by focusing on document-intensive business processes. By maximizing the interdependencies of people, processes and technology, organizations of the future can unleash the knowledge they contain.



THE 22ND-CENTURY CORPORATION — CAN WE BUILD IT?
10:40 am-12 pm

Panel discussion sponsored by EDGE Magazine

This esteemed leaders panel will address the key issues and concerns that exist in today’s business world and how to create and sustain a lasting organization, one that will, in fact, live and grow well beyond the next century. What does it take? How does the technology management role contribute to the critical leadership issues for the future? It will be hosted and led by Michael McInerney, who will stimulate a frank and open dialogue between the participants in a talk-show format. Much of the content is drawn from “The Future of Organizations,” a research initiative conducted in mid-2003, which brought together more than 100 key thinkers and business leaders to discuss and debate this very question.

Moderator
Michael McInerney,
Founder and Partner, Crossford Consulting Group

Panel
Paul Frederick,
Executive Vice President, Human Resources and Business Transformation,
TLC Vision Corporation
Dr. Cindy M. Gordon, Chief Executive Officer and Founder, Helix Commerce
International Inc.
Jon Husband, Founder, Wirearchy
Dr. Gareth Morgan, Chairman NewMindsets Inc., and Distinguished Research Professor, Schulich School of Business, York University
John J. Rankin, Chief Operating Officer, Ontario Division, Canadian National Institute
for the Blind (CNIB)



MODERATED THEME LUNCH
12 pm-2 pm

The themed lunch is a focal point for developing issues and identifying the challenges that are relevant to the I
T industry. Four key issues will be explored: Leadership; Collaboration Conundrums; Integrating the Enterprise; and Mobilizing the Machine. These themes will form the basis for issues to be pursued and dealt with during the next day’s program. Each table will have an assigned moderator with the following specific deliverables:

• Define the issues that relate to the theme.
• Connect the issues to an overall theme of THE CIO SUMMIT® 2003.
• Discuss and debate issues and opportunities that relate to the assigned theme.
• Develop a priority list of three or four key actions.
• Record outcomes for Day 2 work group session.

Note: The themes will be organized under overall categories or groups, with one to four issues to be discussed in each category and aggregated for one of the next day’s workshops.



BUSINESS-OUTCOME-BASED SOURCING: THE NEXT GENERATION
OF IT OUTSOURCING

2 pm-2:50 pm

Doron J. Cohen, Former Senior Vice President and Chief Information Officer,
Canada Life Assurance

Sponsored by IBM Canada Ltd.

Increased financial pressures, disappointing results from IT investments and heightened expectations to do more with less are driving business leaders and CIOs to seek alliances. A variety of arrangements for outsourcing infrastructure facilities and support services have been employed over the years. Too often, however, one of the parties finds that the arrangement does not yield anticipated business outcomes. Either the vendors or the customers suffer financial losses or face uncontrolled escalation of costs. Based on targeted business outcomes rather than on technology resource consumption, business-outcome-based sourcing eliminates the inherent conflicts that plague traditional outsourcing arrangements and creates a win/win relationship.

STREAMLINING NEW CLIENT APPROVAL PROCESS =
BREAKTHROUGH SAVINGS

Anthony D. Deakins,
Managing Director, Abraham, McDonald
and Associates, Inc.


Sponsored by Xerox Canada Ltd.
Tony Deakins will focus on how Merrill Lynch Private Client division was able to streamline client account opening processes. Merrill Lynch was experiencing high costs, high error rates and dissatisfied customers with a manual scanning system and no quality control. By automating the paper-intensive process of opening new accounts, they were able to cut costs by 20 per cent, improve cycle time and increase customer satisfaction. Deakins will highlight how to apply new workflow technologies to eliminate manual work processes.



IBM ON DEMAND: REINVENTING THE ENTERPRISE
3:10 pm-4 pm

Ed Kilroy, President, IBM Canada Ltd.

IBM is building on its past e-business transformation success to become an on-demand enterprise — one that operates at the speed of the market’s and its customers’ demands. It is not only building a more efficient organization, it is becoming a qualitatively different kind of enterprise. And it is helping its customers do the same. As the President of IBM Canada Ltd., Ed Kilroy will share his insights into the challenges he faces as he leads his organization into the next generation computing era of e-business on demand. He will talk about what worked and what didn’t. He will share the efforts that are under way to define IBM’s vision of the future, develop its business strategy and effectively support those efforts in a difficult economic environment.



IT GOVERNANCE: WHERE VALUE BEGINS
4 pm-4:50 pm


Kevin Brown, Vice President and Chief Information Officer,
EPCOR Utilities Inc.


Whether information technology is viewed as a strategic enabler or an operational commodity, increasing the value from your company’s investment in IT should be the focus of every CIO. Central to this task is IT governance, which seeks to link information systems delivery to business strategy. EPCOR is one of Canada’s premier suppliers of essential elements for living — electricity, water, natural gas and related products and services. Kevin Brown, one of Canada’s recognized IT leaders, will share EPCOR’s experience in directing and controlling IT investments at both a corporate and business unit level. Critical elements in Brown’s talk include the design of the successful IS organizational structure and how this is linked with IS business plans and budgets, project management and approval, corporate governance, risk management and IS metrics.



RECEPTION HOSTED BY E-FINITY GROUP INC.
5 pm-6:30 pm

Plan to be a part of a draw to win the use of an exciting sports car for a weekend, provided by Autoforum Automobiles of Distinction, one of Toronto's most respected upmarket vehicle dealers. The car rental will be awarded to one of the event attendees present in the room during the reception.


Day 2: November 4, 2003

WELCOME AND OPENING REMARKS
8:20 am-8:30 am

THE CIO SUMMIT® 2003 Co-chairs
Craigg Ballance, Partner, E-Finity Group Inc.
Keith I. Powell, Founder, Keith Powell Consulting, and Partner,
XPV Capital Corporation


CONNECTING FOR SUCCESS
8:30 am-9:20 am

Brian H. Gill, Vice President and Chief Information Officer,
Sun Life Financial Canada

Sponsored by CNC Global

The term “collaboration” and its practice are being redefined for many IT organizations. Shaped by increasing demand for speed, capacity, quality and cost reduction, many firms are seeking new ways and new relationships to accomplish their objectives. How can companies respond to the flood of onshore and offshore partners to create more robust capabilities on a global scale? Brian Gill, Vice President and Chief Information Officer of one of Canada’s leading international financial services organizations, will share his knowledge and experience by reviewing the rapidly changing environment and exploring the challenges and opportunities for IT.


WIRELESS WISDOM: WHERE DOES MOBILITY REALLY TAKE US?
9:20 am-10:10 am

Michael O’Neil, Country Manager, IDC Canada

Sponsored by Toshiba Canada

The advances in mobile and wireless technology are reshaping the workplace model. The flexibility inherent in this technology drives employee efficiency and responsiveness. A mobile workplace can strengthen employee commitment and loyalty, stimulate higher productivity and lead to improved customer satisfaction and a healthier bottom line. Michael O’Neil will look at the key issues and trends surrounding ubiquitous computing in Canada.



THEME TABLE WORK GROUPS
10:30 am-12 pm

Conference delegates will be divided equally among the four theme tables.

Theme 1: Leadership Issues — Knowledge Management and the Rapidly
Changing Workforce

Although they are frequently neglected, the issues to be faced from the impact of an aging and changing workforce are now a top priority. Locating and creating an effective knowledge management infrastructure and integrating organizational, operational and people processes are key techniques in getting the best value for your investments. Where are the answers? What must you do?

Theme 2: Collaboration Conundrums: Making Relationships Work
Whether you are looking at outsourcing, in-sourcing or rebuilding a critical process, you can’t do it alone. Almost always, it requires building a team with ideas and resources from many sources. The challenge in developing successful solutions hinges on working well with others. How can you best identify and manage the right resources to get the job done?

Theme 3: Integrating the Enterprise: Losing the Loose Ends
There is no question that many IT initiatives still have far too many loose ends. Not only is one of the biggest problems the “disconnected” organization, but linking legacy infrastructure with new and often unstable environments continues to be an elusive goal. How can you get the best value from your IT dollar? What are the keys to success? Where should you focus your efforts?

Theme 4: Mobilizing the Machine: Untethering the Organization
Mobility in its many forms continues to raise questions. It is not just the technology that is of issue, but also how behaviours, privacy, accessibility and cost issues are affected. Where is this going? What are the critical success factors?



TIM HORTONS AND TECHNOLOGY: A DOUBLE-DOUBLE SUCCESS STORY
1 pm-1:50 pm

Debra Stafford, Vice President and Chief Information Officer,
Information Technology, TDL Group Ltd. (Tim Hortons)


Canada’s Tim Hortons is a food service firm with a mission. To be successful in this highly competitive and challenging industry takes commitment, leadership, business savvy and a well-integrated technology platform. Debra Stafford and her team have met this challenge by providing a fully operational portal that supports the organization and its many franchisees across North America. They have built their foundation for future success by demonstrating that partnerships, integration and a sense of humour are critical factors for success. How have they added value through the IT equation? What were the pitfalls and concerns along the way? Where do they go from here?



WORK GROUP OUTCOMES AND OUTLOOKS
2:10 pm-3:30 pm

Moderated by THE CIO SUMMIT® 2003 Co-chairs
Craigg Ballance, Partner, E-Finity Group Inc.
Keith I. Powell, Founder, Keith Powell Consulting, and Partner,
XPV Capital Corporation


Work group Chairs will synthesize the results of the work over the past two days and develop a set of key action statements and solution approaches that can be applied by the entire community. What do we now know that we didn’t before? What are the key issues that are critical for success? What are the logical action steps we should take and the directions in which we should go? These outcomes will leverage and share all the results from the community and, through a brief synopsis, enable everyone to develop a better plan for success.



THE WAY FORWARD — FINDING THE RIGHT PATH
3:30 pm-4:30 pm

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

Taking action from insight can often lead to unseen pitfalls — especially when we have been diligent in developing our plans. We need to temper our next steps with the context of the bigger picture — or face being blindsided. Peter Keen, renowned author, strategist and advisor on business and IT convergence, will highlight when to lead, when to manage and when to get out of the way. Keen’s insights, drawn from decades of intensive research and experience, will pull together and focus the results of the work groups, providing a closing talk on “getting the right things right” and leaving us all with a meaningful and relevant experience for the entire event.



SUMMATION AND SYNTHESIS
4:30 pm-4:45 pm

Barry Clavir, Executive Producer, THE CIO SUMMIT®

THE CIO SUMMIT® 2003 Co-chairs
Craigg Ballance, Partner, E-Finity Group Inc.
Keith I. Powell, Founder, Keith Powell Consulting, and Partner,
XPV Capital Corporation

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For information on
CIO SUMMIT® sponsor or speaker opportunities or to learn about other upcoming
CIO SUMMIT® events, contact Barry Clavir at
416-698-6933 or
bclavir@ciosummit.com.
 
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