Chief Strategy Officer Summit

Creating & Implementing Innovative Strategy for a Sustainable Future

17 & 18 September, 2014,Rydges World Square,

Sydney

Speakers Include

Speakers

• Head of Strategy & planning, Westpac• Chief Strategy Officer, CEFC• Director, StrategyBlocks • Head of Strategy & Operations, Google• Vice President, Strategy, Planning &

Innovation, Brambles• Head of Strategy, Woolworths.• Manager, Strategy & Analysis, Nike• Head of Digital Strategy, Westpac• General Manager, Strategy,

Commonwealth Bank• Head of Strategy, AMP• Head of Strategy, Sportsbet• Director, Planning, Warner Bros• Director, Segment Marketing, Telstra• Director, Strategy, Schneider Electric

• Chief Strategy Officer, Curtin University• Chief Strategy Officer, The Footprint

Company• Director, Strategy, Atlantis Healthcare• Director, Marketing, Telstra• Head of Strategy & Operations, AMP• Head of BI Strategy, Vodafone• Head of Strategy, Suncorp• Head of Strategy, Sportsbet• Head of Strategy, St. George Bank• Head of Business Strategy, Medibank• Head of Strategic Services,

Commonwealth Bank• Director, Business Planning, Warner Bros. • Head of Strategy, Fitness First• Head of Strategy, Bank of Queensland

Past Delegates Include

• VP, Samsung

• Head of Global Business Strategy, Google

• VP, Strategy, Mastercard Worldwide

• CSO, Kimberly-Clark

• Director, Strategy & Planning, Hewlett Packard

• SVP, New Ventures, Toys R Us

Who Will You Meet?There is no question that IE. provides the gold standard events in the industry and will connect you with decision makers within the analytics industry. You will be meeting senior level executives from major corporations and innovative small to medium size companies.

Job Title Of Attendees

President/Principal

SVP/VP

C-Level

Snr. Director/Director

Global Head/ Head

Snr. Manager/Manager

Academic (1%)

82%

1000+ Employees300-999 Employees50-299 EmployeesLess than 49 Employees

Company Size Of Attendees

8%

11%

25%56% 81%Attendees are

companies with at least 300

employees

3%

21%

12%

42%

13%

8%

Attendees are at Director level or above

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Effective strategic planning is central to business success. As Chief Strategy Officer's we know that your role is vital to this as you strive to succeed in formulating innovative strategies, implementing them effectively and managing the changes that ensue, inside your organisation and out.

In 2014 this summit will focus on helping you to achieve these goals through sharing success (and failure) stories, all alongside interactive workshops, industry led case studies and ample networking opportunities.

About The Summit

Speakers Information

Nicole is the Head of Business Strategy for the Provider Network and Integrated Care (PNIC) division at Medibank.  Medibank is an integrated healthcare company that provides both private health insurance and health solutions.   Medibank covers 3.8 million lives (under the brands of Medibank and AHM) and is the service provider for publicly funded and available services including healthdirect Australia, after hours GP helpline and NURSE-ON-CALL, as well as a leading provider of workplace health services to industries ranging from manufacturing in Hobart to mining in Karratha. In this role Nicole is responsible for aligning strategy across the Medibank business divisions and to drive the customer centered health care strategy for PNIC.  Nicole has been with Medibank for over 5 years predominantly in strategy and product development roles. 

Health cost leadership and customer centered health care – Medibank’s move from a passive payer of costs to an active player in the health space

Health costs in Australia are growing at an unsustainable rate due to a combination of an ageing population who are using healthcare more often, the increasing costs for chronic disease treatment, and new technology driving costs up. Containing health costs is the biggest challenge in the health insurance industry. It affects the affordability of our products and the sustainability of our business.   The unsustainable growth in benefit outlays means that Medibank cannot wait for fundamental healthcare system or funding reform; upstream participation is essential with an emphasis on the Triple Aim framework developed by the Institute for Health improvement which focusses on reducing cost,

Nicole AdamsonHead of Business StrategyMedibank

Brian Newton is Head of Strategy for Woolworths’ Australian Supermarket  division. He is primarily involved in strategy development and   implementation aimed at maintaining Woolworths position as Australia’s   leading supermarket retailer. Brian was previously Corporate Development  Manager within Woolworths Limited. Prior to joining Woolworths in 2008,  Brian spent 15 years with UK retailing group, Kingfisher plc in various   corporate development and strategy roles. Brian has an MBA from London Business School 

Strategy Development in the real world - aligning strategy to emerging trends

I will share how Woolworths stays on top of emerging retail trends from  around the world and ensures that its strategy is fully aligned with these trends to ensure that customer needs are anticipated and met while still   delivering for shareholders. I will look at how Woolworths brings innovation to grocery retailing and the important role that our suppliers play in making ideas become reality to e n h a n c e t h e o v e r a l l

Brian NewtonHead of Supermarket StrategyWoolworths

Mr. Holmes is the Chief Governance and Strategy Officer at the Clean Energy Finance Corporation, an Australian Government owned financing institution that catalyses investment in renewable energy, energy efficiency and low emissions technology projects.He was previously Chief Financial Officer at EnergyAustralia (formerly TRUenergy), where he had a key role in the acquisitive growth and transformation of the business into Australia's second largest electricity retailer and largest privately owned generator. Prior to that, Mr. Holmes was Chief Operating Officer and Chief Financial Officer of Pacific Hydro. There he helped establish a world leading renewable energy company, through a global expansion strategy that included wind and hydroelectric projects in Australia, Chile, Brazil, the Philippines and Fiji. Mr. Holmes also previously held senior positions within BHP Billiton, both in Australia and overseas, as well as with British Gas in the United Kingdom.   Mr. Holmes is a Chartered Accountant, a Commerce Graduate of Otago University in New Zealand and a Graduate of the Australian Institute of Company Directors.The Art of Borrowing: Lessons from Other Worlds

Impedance Matching Strategy Deployment with Organizational Need.

A strategy process that works for one organization may not work for another, given size, growth, maturity, environmental factors, M&A, transformation needs and lifecycle of the portfolio.  Having worked for a wide range of companies from startup to the very large, including Hewlett-Packard and IBM, Mohamad will outline strategy processes he has deployed and discuss the relative merits for different organizations.   As part of a broad outline, Mohamad will highlight two organizational types in particular: one growing significantly through rapid acquisitions requiring a sophisticated integration strategy, and another type in turn-around mode requiring operational transformation strategies.   In all cases, execution experience is key to impedance matching the right strategy to a given organization.

Kevin HolmesChief Strategy OfficerClean Energy Finance Corp.

Jay is a specialist in quantitative and qualitative insight generation for marketing value-based strategy.   As the Head of Marketing Strategy at Sportsbet Jay is

responsible for leading a team focused on the analysis and interpretation of key data, to deliver an evolving marketing strategy.   Prior to jo ining Sportsbet, Jay was the Head of Customer and Market Insights at

Jay SellickHead of StrategySportsbet

Gerry is currently the Strategy and Analysis Manager for Nike, Pacific. Based on analytical insights developed by Gerry, Nike Pacific has gained the number one market share position in Australia and New Zealand. During this period Nike Pacific has been amongst the fastest growing regions for Nike globally. Gerry has extensive experience in helping companies make the connection between data and strategy. At Coles Liquor, insights drawn from Gerry's analytics lead to the creation of the company's

largest private label wine product and second largest brand in the category overall. At Budweiser UK, Gerry led market analysis that transformed the company's 5 year strategy into an analysis driven strategy and that enabled Budweiser to capture largest market share in on-premises premium lager category in the UK. Gerry has an undergraduate degree in design and commerce from RMIT and La Trobe Universities and an MBA from Melbourne Business School and IE Business School in Madrid.

Gerry WalshManager, Strategy & AnalysisNike

As a senior leader with over 13 years of banking experience, I am passionate about leading an organisation through the Digital revolution – Strategically managing transformational change that ‘shifts the dial’ in customer experience & business value.   Through composed leadership with a balanced perspective, I have

enjoyed success in roles spanning business management, strategy, transformation, project delivery, technology change and service delivery.   I believe in customer led execution that aligns business change with vision, strategy and commercial outcomes - Positioning Digital as the value driver for the organisation.

Angelo DemasiHead of Strategy & PlanningWestpac

Experienced senior executive, expert strategist, leader, negotiator and business developer. Skilled in building relationships, business partnerships and organisational change. Calculated risk-taker with strong critical thinking and analytical capabilities, high degree of managerial courage, focus and decision making capability. Broad experience across a number of industries and functions

with deep expertise in supply chain management, service industries, asset management, operations, sales management, network optimisation, marketing and analytics. Excellent presentation, communication, interpersonal skills and an ability to maintain the highest of ethical standards.

Paul McGloneVice President, Strategy, Planning & InnovationBrambles

Strategy and commercial development specialist - MBA qualified - with 13 years’ experience in strategy, commercial, business development roles in the media industry, both in Australia and the UK, with particular experience in the Television (including Pay, Free to Air TV

and Public Service) and Digital Media sectors. Specialties: Strategy development and execution, market analysis, business case development, project management, s t rateg ic partnersh ips/a l l iances , s takeho lder management, broadcast and digital media, driving change, managing processes and teams, mentoring, identifying and implementing new business models.

Wilson ApplegrathDirector, Business Analysis & PlanningWarner Bros

Adrian Coppini is the General Manager of Strategy for the financial planning businesses of the Commonwealth Bank, Australia’s largest bank and one of the world’s top 10 banks by market capitalisation. Adrian has over twenty years of experience in banking and industry across the U.S., Australia, Asia and Europe while working

at A.T.Kearney, Lehman Brothers, Westpac, and the Commonwealth Bank. 

Leveraging Core Business for Growth

Companies often try and fail to leverage their core business to help them grow into other businesses and markets. Adrian will present three case studies based on his experience at A.T.Kearney, Lehman Brothers and the Commonwealth Bank to identify some of the common pitfalls of this strategy, and presents some potential ways to avoid them. 

Adrian CoppiniGeneral ManagerCommonwealth Bank

Regis is passionate about the innovative ways organisations can solve complex problems. As Head of Strategy at AMP, the leading independent wealth management company in Australia, he recently led the company-wide effort to determine how AMP would enter and lead in the SMSF sector worth $530 billion, which

accounts for a third of Australia’s pension market. As a result, AMP has now become a pre-eminent product and service provider in the sector.Regis holds a Master in Mechanical Engineering from ENSAM (France) and a Diploma of Financial Planning. Over the past 20 years, he has worked in various leading Financial Services and management consulting companies.

Regis GapaillardHead of Strategy & ImplementationAMP

Rhyll is currently Head of Strategy for Bank of Queensland.   She is responsible for the articulation and formulation of the Group’s overall strategic direction, driving the strategic planning process and managing mergers & acquisitions.  She has over 20 years financial services experience across strategy, marketing, business development, product, sales & distribution and risk

management, the last 10 in General Management positions at St.George and Westpac.   Rhyll has previously been a winner of the Finsia Prize for excellence in financial services and a finalist in the Telstra Business Women’s Awards. She holds an Executive MBA from INSEAD.

Rhyll GardnerHead of Strategy Bank of Queensland

Miwah Van is Head of Strategy & Business Development at Fitness   First. Her background as a management consultant with McKinsey and   Company and as a elite athlete allows her to mix passion with work,   bringing a unique perspective to strategy in business.   Miwah has represented 2 different countries in 3 different sports at the   international level. She competed in Tae Kwon Do

and Jiujitsu before   turning her hand to power lifting, taking the weight lifting world by   storm. Her journey through the sports world has given her a 'never say  die' attitude, which has transferred into the business world.   Her areas of interest include - Growth strategy, Market selection,   Customer management, Sales & Marketing, Organisation   design/Culture reset, Procurement and Cost efficiencies.

Miwah VanHead of StrategyFitness First

Rick has worked with major technology vendors, as well as from within  organisations, to bridge the gap between strategy and execution.   Specialising in Information Management and Business Intelligence he has   worked

with numerous organisations to transform data into meaningful   information and actionable insights. Rick is responsible for the   development and implementation of the BI Strategy and Architecture for  Vodafone Hutchison Australia. As a s e l f p r o f e s s e d t e c h i e a n d intrapreneur,   Rick is incredibly passionate about how technology can solve business   problems.Leveraging Core Business for Growth

Rick De AtaideHead of BI Strategy & PlanningVodafone

Craig Catley is a Director of a number of   software and consultancy companies all specialising in the field of performance management and executive information.  With 16+ years of enterprise software sales and marketing leadership experience, Craig’s passion is now helping customers improve strategic execution.   Craig’s focus is on the continued growth of StrategyBlocks and he continues to be closely involved with software development, customer engagement and market development.

Give your Strategy a Sporting Chance of Success

The Canterbury region has always dominated New Zealand sport, whether it is Rugby, Cricket, or Netball.  But Sport Canterbury wanted to improve their success at executing new strategic business initiatives even further.  To do this Sport Canterbury has implemented StrategyBlocks across the organisation to improve communication, and link strategic vision to operational purpose.   Craig Catley a Director of StrategyBlocks, will unveil the latest version of StrategyBlocks.   He will discuss how telling the story of strategy will engage staff, and what key variables are needed to allow any organisation to measure the health of their strategic e x e c u t i o n . L e a r n h o w StrategyBlocks provides a new approach to strategic planning.

Craig CatleyDirectorStrategyBlocks

Caroline is recognised internationally as a sustainability strategy innovator in the real estate sector through her two decades of excellence. Caroline is known for her roles

in defining world class sustainability strategy and performance improvement for major real estate investment trusts including Lend Lease, Australand, The GPT Group and Capitaland.   Many of the initiatives and projects she has implemented are multiple award recipients including the prestigious Banksia Large Business and People’s Choice awards as well as the Victorian Premier’s Award for Sustainability. 

Caroline NollerChief Strategy OfficerThe Footprint Company

Jane-Ellen is an organisational change specialist with extensive senior leadership experience in corporate strategy and business planning, human resources, fleet management and field operations. She is drawn to roles that present chal lenge and opportunit ies for innovation.   Jane-Ellen’s early career in government included internal change consultancy in Forestry, Corrections and Emergency Services. She established the Human Resources Units for Queensland Corrections and Emergency Services.   After a number of years in private practice, Jane-Ellen joined the South East Queensland electricity distributor and is currently responsible for corporate strategy and business planning.   Jane-Ellen holds a Master of Science (Industrial/Organisational Psychology) (United States), a Bachelor of Arts (Honours) (Queensland) and a Diploma in Speech and Drama.

Changing Times, Strategic Engagement

Cool today, obsolete tomorrow. Technology is rapidly changing our world. Customer adoption of evolving technologies is driving change in utility industries. Challenges are new. There are no precedents to guide strategy, particularly in relation to the traditional utility business model.   These challenges threaten the status quo of operational methodology. When faced with change or an outside threat, the typical human response is fight or flight. Often, the response in an organization is to deny or resist and enjoy the security of the known ways. Dynamic engagement of key stakeholders to lead a p a r a d i g m s h i f t t h r o u g h unfami l iar terr i tory is the u n d e r p i n n i n g s t r a t e g y t o progress growth and innovative market leadership.

Jane-Ellen CorkeronGroup Manager, Corporate Strategy & Planning Energex

Schneider Electric is a global company with 150,000 employees focused around the world’s energy efficiency problems. Michal Postula is the Director of Strategy and Innovation for Schneider Electric’s Industrial Software division and is focused on problems around the Internet Of Things and Automation for Industrial customers. A

special focus on the co-existence of product based and solution based business models in a portfolio context.

Good Strategy, Wrong Team...How we Improved our Innovation Project Inception

How the struggle to successfully manage innovation projects at different stages of market maturity led to the development of a framework f o r i m p r o v e d p r o j e c t classification and inception.

Michal PostulaDirector, Strategy & InnovationSchneider Electric

Marco Schultheis is the Chief Strategy Officer at Curtin University.  His portfolio responsibilities include strategic planning, strategic projects portfolio management, market and institutional research and business intelligence and analysis.  After completing an Associate Diploma in Engineering Marco commenced his career with an EFT-POS design and manufacturing firm. Involved in the development and implementation of the firm’s quality management system as well as product design and manufacturing Marco developed an appreciation of the importance of the use of business intelligence for performance enhancement.   With now over 15 years of experience in the field of strategic planning and management Marco has worked in a variety of roles at Curtin University

A Time of Change: Strategy in the Higher Education Sector

Higher education presents the 4th largest export for Australia.   In recent years the level of competition at a global scale has intensified and the role of strategy and strategic planning within universities has become of paramount importance.   Technology has allowed access to university education anywhere and at any time and the traditional business models under which universities h a v e o p e r a t e d f o r c e n t u r i e s i s b e i n g challenged.   Australian government higher education policy changes in recent years have stimulated domestic competition for both students and research and changes proposed will further increase the level of competition within Australia.   This presentation wi l l provide an overview of the key drivers of change in higher education and how Universities are responding. 

Marco SchultheisChief Strategy OfficerCurtin University

Claire holds a current practice certificate (solicitor) and was named Risk Manager of the Year (2012) by the Risk Management Institute of Australasia. Claire held the positions of Director Strategic Development and Company Secretary on the board of the Risk Management Institute of Australasia until 2013 when she stepped down to focus on her role of Director Commercial at Roy Hill ($10B Australian resources project).

Changing Times, Strategic Engagement

The purpose of the predation is to provide a link between development and implementation of strategy management including provision of an overview of practical support tools:

·   Consider the importance of linking effective risk management to strategy for purposes of good corporate governance;

·   Reflect on the use of risk management to develop strategy and supporting budgets to deliver strategy;

·   Track and monitor effective implementation and execution of strategy leveraging risk management;

·   Lessons learnt from global players; and

·   Review of effective tools and techniques.

Claire NegusDirector,CommercialRoy Hill

The Information

For larger groups or special requests contact Dan Watts by calling +61 2 8011 3007 or email dwatts@theiegroup.com* Team discounts are applicable at the point of registration only.

Registration Pricing

Chief Strategy Officer SummitDate: 17 & 18 September, 2014City: SydneyVenue: Rydges World SquareAddress 389 Pitt Street, Sydney, NSW 2000Accommodation: Click HerePhone Number +61 2 8268 1888

7

F TI L

10

Ways to Register+61 2 8011 3007 +1 323 446 7673 Register Online Here

Group Discount Offers3 Silver Passes: $2850 ($950 per attendee)5 Silver Passes: $4500 ($900 per attendee)3 Gold Passes: $3750 ($1250 per attendee)5 Gold Passes: $6000 ($1200 per attendee)

Silver Pass

$1095Access to all sessions &

networking events7 days access to presentations from the

summit via ieOnDemand

$695Early Bird Price(before 18 jul)

Diamond Pass

$1595Access to all sessions, networking

events, annual subscription to all content on the Big Data & Analytics channels via

ieOnDemand

$1195Early Bird Price(before 18 Jul)

Gold Pass

$1395Access to all sessions, networking

events & unlimited access to presentations from the summit via

ieOnDemand

$995Early Bird Price(before 18 Jul)

1 Day Pass

$600Full access to the sessions to your chosen day of the summit, 7 days

access to presentations from the summit via ieOnDemand

$400Early Bird Price(before 18 Jul)

On-Demand Pass

$600Unlimited access to presentations from the summit via ieOnDemand,

including presentations, interviews & the ability to contact speakers

Unlimited access to summit presentations

via ieOnDemand

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1. Delegate Information...

2. Pass Types...

Regular Pass Options after 18 July, 2014 Silver Pass: $1095 Attendees ____ Gold Pass: $1395 Attendees ____

Group Discount Pass Options 3 Silver Passes $2850 ($950 per attendee) 5 Silver Passes $4500 ($900 per attendee) 3 Gold Passes $3750 ($1250 per attendee) 5 Gold Passes $6000 ($1200 per attendee)

For larger groups or special requests contact Dan Wats by calling +61 2 8011 3007 or email dwatts@theiegroup.comGroup passes only available when all participants register together.

Pass Descriptions:Silver Pass: Access to all sessions & networking eventsGold Pass: Access to all sessions, networking events & unlimited access to the summit presentations via ieOnDemandDiamond Pass: Access to all sessions, networking events, annual subscription to all content on the Strategy channels via ieOnDemand

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Prices are exclusive of VAT. Places are transferable without any charge to another Summit occurring within 12 months of the original purchase. Team discounts are applicable at the point of registration only. Any cancellations within a group registration will in turn incur an increase in registration fee for the remaining group participants. Cancellations before 11 August, 2014 incur an administrative charge of 50%. If you cancel your registration after 11 August, 2014 you will be charged the full fee. You must notify The Innovation Enterprise in writing of a cancellation, or you will be charged the full fee. The Innovation Enterprise reserve the right to make changes to the program without notice. NB: FULL PAYMENT MUST BE RECEIVED BEFORE THE EVENT.

Registration FormChief Strategy Officer Summit17 & 18 September, 2014 | Rydges World Square | Sydney, NSWFor registration or more information on the program, please call Daniel on +61 2 8011 3007, or fax this registration form to +1 (323) 446 7673

3. Payment Options...

Diamond: $1595 Attendees ____ One Day Pass $600 Attendees ____

7 Schedule

Networking Drinks 17.00 - 19.00

18 September

Session One 08.30 - 10.00

Coffee Break 10.00 - 10.30

Session Two 10.30 - 12.00

Lunch 12.00 - 13.30

Session Three 13.30 - 15.00

Coffee Break 15.00 - 15.30

Session Four 15.30 - 17.00

Day Two

17 SeptemberDay One 08.30

10.00

10.30

12.00

13.30

15.00

15.30

17.00

19.00

08.30

10.00

10.30

12.00

13.30

15.00

15.30

17.00

Session Five 08.30 - 10.00

Coffee Break 10.00 - 10.30

Session Six 10.30 - 12.00

Lunch 12.00 - 13.30

Session Seven 13.30 - 15.00

Coffee Break 15.00 - 15.30

Session Eight 15.30 - 17.00

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Sponsors

For sponsorship information contact Max at mbowen@theiegroup.comF TI L

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March Chief Strategy Of!cer SummitMarch 25 & 26Hong Kong

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Predictive Analytics Innovation SummitMarch 27 & 28Hong Kong

Partnership Opportunities: Lin Duan | lduan@theiegroup.com | +852 8124 1228Attendee Invitation: Ryan Yuan | ryuan@theiegroup.com | +852 8199 0121

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Financial Forecasting &Planning Innovation SummitOctober 23 & 24Shanghai

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November Big Data & Analytics Innovation Summit November 27 & 28Beijing

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