Sessions
Day 1: November 11, 2002

Keynote Address
8:30 am-9:20 am

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

We are privileged to welcome Peter Keen once again to THE CIO SUMMIT® and to have him launch our 10th annual event with a session that will be both visionary and leadership oriented. Keen’s address, entitled Managing complexity, will deal with current issues and examples of success and failure in the business and IT convergence realms. Among the key themes:

• Getting value from the technology investment. This area will include an overview of Peter’s concept of ROMI (Return On Minimized Investment)
• Ensuring the right human resources, and other key cost components, are understood and effectively applied
• How keeping up on the most relevant technologies can contribute to the enterprise’s success
• Getting the right level of focus on the right things!
  In short, Managing complexity – an insightful, provocative presentation.

Avaya Presents
9:20 am-10:10 am

David L. Bauer, Managing Director, Technology and Strategy, Customer Relationship Management, Avaya Ltd.
KNOWLEDGE/INTELLIGENCE/INSIGHT: REAL-TIME KNOWLEDGE WHEN AND WHERE IT COUNTS

The reality of the future of information management is not that we need more information (although we sometimes think we do), or that we need better information (which, from time to time, is true), but that we need the right information, about the right subject, at the right time – in a structure that we can use productively. Many times, our pursuits lead to more information when, in fact, the secret lies in timing and presentation. Learn how CRM solutions and effective knowledge management can lead to actionable business intelligence that can deliver real-time knowledge when and where it counts.

Panel Discussion
Sponsored by EDGE Magazine
10:30 am-11:20 am

Moderator
Keith I. Powell, Managing Venture Director, XPV Capital Corporation

Panel
Bernice Karn, Counsel, Cassels Brock & Blackwell
Peter Pereira, Vice President, Chief Information Officer, TELUS Corporation
Hitesh Seth, Chief Information Officer, Hydro One
OUTSOURCE, IN-SOURCE OR RE-SOURCE: THE REAL RETURN ON IT IS . . .?

Are you tired of the constant challenges of “Where’s the ROI”? Are you looking for the right balance for what stays within and what should go outside your organization? Do you need a shot in the corporate arm for cost management or performance? Are you thinking about taking some of your technology to an outsource provider? Well, this is the place to hear what the real issues are and what options are available. We have assembled a group of seasoned IT, legal and business professionals and advisors who will share their abundant experience in a dynamic and interesting format. Following the freewheeling style of a talk show, this session will provide interaction, discussion and opinion - not only between the moderator and the participants, but also between the panel members and the audience.

Telus Presents
11:25 am-12:15 pm

Dr. Matthew Dunn, Senior Vice President, Chief Information Officer,
Intrawest Corporation
IT IS CULTURAL!

Success and failure of IT-based changes hinge more on the loose collection of factors called ‘culture’ than on technology or business issues. Harness culture and success accelerates; fight it and you’ll likely fail. Matthew Dunn will provide perspective and a framework for assessing the cultural context of your organization and initiatives.

Workshop
1:20 pm-2:30 pm

Duncan Cornell Card, Partner, Business Law Group, Ogilvy Renault
PROTECT YOURSELF: COMMERCIAL AND LEGAL STRATEGIES FOR EXECUTIVES
Duncan Card is one of Canada’s foremost legal authorities on IT procurement, development and outsourcing transactions and is the author of Information Technology Transactions: Business, Management and Legal Strategies. He will lead a workshop and step-by-step overview of his book’s guidelines and checklists for best-of-breed commercial negotiations, transaction engagement and practical risk management strategies for your enterprise’s technology infrastructure. Duncan will provide practical and reasonable approaches to structuring, negotiating and risk managing commercial technology transactions, covering the spectrum of strategic outsourcing, technology procurements, consulting services and technology management.

Panel Discussion
1:20 pm-2:30 pm

Moderator
Craigg Ballance, Partner, E-Finity Group and Conference Co-Chair

Panel
Tim Conroy, Vice President, Business Development, Procryption Inc.
Anthony Santilli, Director of Marketing, Soltrus Inc.
Predrag Zivic, CISSP, Chief Operating Officer, Scienton Technologies Inc.
GETTING TO KNOW YOU: THE INFORMATION PROTECTION CONUNDRUM

Knowledge and service – to achieve one, you need more of the other. The more an organization knows about its individual customers’ needs, the better it can serve those customers, or identify what they really want, and avoid sending them unwanted SPAM, or worse. At the same time, too much personal knowledge is seen as an intrusion and as a possible violation of points of law. It also increases your responsibility to ensure that the information is properly protected. What are the real risks for an organization to consider and how do you measure them? How much should you spend to protect your information assets? What are the most effective techniques and how do you achieve balance? Is this a privacy issue or a point of security process within the organization? What are the key corporate governance issues? This panel session will provide key insights about the “rules of engagement” to help you overcome the privacy/security/risk management dilemma.

Plenary Address
2:55 pm-3:45 pm

Katherine (Kathy) C. Hegmann, General Manager, Global Business Transformation Outsourcing, Business Consulting Services, IBM
E-BUSINESS ON DEMAND, THE NEXT UTILITY

There is an irreversible paradigm shift in the way software and infrastructure will be purchased, delivered and maintained. IT will be delivered through standardized processes, applications and infrastructure over the network, as a service, with both business and IT functionality. Computing as a utility promises to empower companies to do more with e-business, improve implementation times and reduce capital expenditures to advance business faster and easier. Presented by IBM.

Closing Keynote Address
3:45 pm-4:35 pm

Scott Beaty, Global Head, Personal and Business Skills Practice in Shell Learning, Royal Dutch Shell Oil, Houston
KNOWLEDGE MANAGEMENT: IT’S NOT KNOWLEDGE IF YOU
CAN’T USE IT!

Beaty is a West Point graduate who served in a variety of assignments in the U.S. Army in Germany, Hawaii, Korea and in Desert Storm during the Gulf War. He retired from his first career as a Colonel. Beaty will offer a very different – and provocative-point of view in the field of knowledge management. There is a deep assumption around most KM efforts that if we just get the right information to the right people at the right time, they will do the ‘right things’ (faster, better, more informed decision making, reduced cycle time, sharing of best practices, etc.). Beaty’s recent work challenges this assumption: people don’t always do what they know is the ‘right thing to do.’ This session will:

• Acknowledge that there is a gap between expectations/assumptions and reality with most knowledge management efforts
• Explore some of the reasons why people don’t always do the right thing
• Suggest ways to address some of those challenges.

Day 2: November 12, 2002

Opening Keynote Address
8:45 am-9:35 am

W.G. (Bill) Hutchison, Managing Director, BearingPoint, Inc. (formerly KPMG Consulting), San Francisco
THE PAST MAY BE PERFECT, BUT IS THE FUTURE TENSE?

‘Surviving’ and ‘winning’ are words with even greater importance for business these days. But today we have new tools, information architectures and systems that were not available in the past. We need to create a new level of strategically agile organization to survive and win, and some enterprises are succeeding. What can we learn from the past and what are the new concepts for achieving strategic agility to manage and win in tomorrow’s world? Bill Hutchison, a recognized pioneer and leader in the Canadian – and global – IT industry, will share his substantial and relevant experience. Incidentally, in doing so, Hutchison will be reprising his role from the first CIO SUMMIT® 10 years ago.

IBM Presents
9:40 am-10:30 am

Phil Cutter, Chief Information Officer, Danier Leather
STAYING AHEAD OF THE CURVE: THE REAL ‘IS’ CHALLENGE

Attracting and retaining skilled IS professionals is increasingly difficult. Executing, managing and integrating business processes and a growing portfolio of applications is becoming more complex. And resource-strapped organizations find it harder than ever to keep up with the steady introduction of new business processes, manage new and existing applications, and assess which can support future growth. Find out how a major retailer successfully manages all of these issues and more.

Case Study
10:50 am-11:40 am

Borys Koba, Director General, IM/IT Business Solutions, Royal Canadian Mounted Police (RCMP)
MAINTAINING THE IT ADVANTAGE

The face of crime is changing and information is key to maintaining the IT lead over a highly organized and well-resourced criminal element. The RCMP must now be as proficient in information management and technology as it is in the more ‘traditional’ forms of policing. To gain an edge in the fight against crime, the RCMP is working to leverage its substantial technological infrastructure in support of public safety. The RCMP will share insights on the changing face of IM/IT in law enforcement and how it is working to maintain the IT advantage.

Case Study
10:50 am-11:40 am

John Schinbein, Chief Information Officer, Ministry of Health Services,
Government of British Columbia
APPLICATION OUTSOURCING: WHY?

In early 1998, the B.C. Ministry of Health Services was struggling to stay on top of the technology curve and manage a range of online initiatives. Efforts at process improvement were faltering, and IT contractor costs were spiraling out of control. Consequently, the ministry’s efforts to provide high-quality health care-related services online were routinely falling short, and its budgets were in serious danger of being overrun. To resolve some of these issues, the Ministry of Health Services engaged IBM’s Application Management Services (AMS) specialists to provide limited facilities management, application management and e-business development and support. Twice in the next three years, the scope of the relationship increased substantially. Today, IBM is responsible for the lion’s share of the ministry’s application development, management and maintenance. This session will share key strategies that have made this relationship a significant success.

Case Study
1:30 pm-2:20 pm

Michael A. Sliwinski, Vice President, Information Services, Teranet Inc.
BACK TO BASICS: IT THE OLD-FASHIONED WAY

Sometimes we forget that in order to accomplish a goal, the only way to success is through hard work, sweat, commitment, and consistency. Over-complicating the IT equation through fads and ‘quick and dirty’ solutions has tended to be part of the problem we all face. The fact is, there are no silver bullets. Michael Sliwinski has followed the philosophy of managing technology ‘the old-fashioned way’ and his organization is now reaping the benefits. This session will renew your faith in tried-and-true methodologies – and bring a fresh perspective to what really works.

Case Study
1:30 pm-2:20 pm

Eric Whaley, Chief Technology Officer and Chief Strategist, Merrill Lynch HSBC Canada Inc.
BUSINESS & TECHNOLOGY CONVERGENCE: ROLES FOR SUCCESS

More than ever, business success is reliant on a firm’s adoption and management of technology and its ability to integrate business knowledge with IT knowledge to drive innovative business thinking. Significant technology implementations often drive business model changes, alter roles and responsibilities, realign processes, drive new skill requirements and provide future business opportunities. Eric Whaley will review the best means for identifying and managing these complexities and their influences on the IT organization, and relate real-life examples and experiences.

CNC GLOBAL Presents
2:40 pm-3:30 pm

Hugo Sarrazin, Partner, McKinsey & Company
John Chettleburgh, Senior Vice President, Corporate Development, CNC Global Limited
MAKING THE RIGHT DEAL: OUTSOURCING SUCCESS AND THE HUMAN CAPITAL EQUATION

Outsourcing activity is thriving – in human resource management, manufacturing, IT operations and elsewhere. In fact, analysts project values of outsourcing contracts to rise globally at a rate of 15 per cent through 2005. However, many of these arrangements will fail. What are the key issues senior executives should analyze to determine when the outsourcing of any process or function is appropriate? How do you best manage the selection and performance of third-party vendors? What about the impending skills shortage? What are the best practices that Canadian companies are implementing as they compete more aggressively to recruit and retain top IT talent? Hugo Sarrazin and John Chettleburgh will provide expert views and critical insights into these important issues.

Closing Keynote Address
3:30 pm-4:20 pm

Gérard Gouillou, Chief Information Officer, Fédération Internationale de Football Association (FIFA), World Cup Association
WORLD-CLASS PERFORMANCE MEANS WORLD-CLASS THINKING

Hundreds of countries, dozens of languages, innumerable photos, statistics, writers, athletes, managers, millions, perhaps billions, of fans, and more. These are all the challenges that were part of this year’s FIFA World Cup information management challenge. And it doesn’t stop there. Building and maintaining the technology support for what may have been the world’s biggest sporting event means managing complexity in its finest hour. This year’s closing keynote is someone who has walked the talk, delivered the goods and can help us better appreciate what was a very successful example of what we need to achieve – each and every one of us.

Summation and Synthesis
4:20 pm-4:30 pm

THE CIO SUMMIT® 2002 Co-chairs
Craigg Ballance, Partner, E-Finity Group Inc.
Michael A. Foulkes, Executive Vice President, TD Bank Financial Group,
Commercial Banking