Strategic Planning Innovation Strategic Planning To Achieve Business

Objectives

December, 8 & 9, 2015 Sheraton New York, New York

Confirmed Speakers

• Head of Brand Strategy, Prudential Financial • Director, Talent Strategy, Macy’s • Director, Client Strategy, GE Healthcare • Head of International, Prezi • Director, Strategy Planning & Analysis, FedEx • Manager, Strategy & Planning, Estee Lauder • Senior Manager, Content & Social Strategy,

Walmart • Former Director, Strategy, Bloomberg • Manager, Strategic Planning, NASA • Associate Dean, New York Institute of

Technology

• Director, Corporate Strategy, Harley Davidson • Director, Strategic Management Office,

Stryker • Strategic Planning Manager, Stryker • Senior Director, Communication Strategy,

EmblemHealth • Senior Director, Digital Strategy, United Health • Senior Director, Data Strategy, J&J • Vice President, Strategy, State Street • Director, Strategic Initiatives, AMEX

Confirmed Speakers

Past Delegates Include

• Chief Strategy Officer, Xerox

• VP, Corporate Strategy, PayPal

• Head of Strategy, HSBC

• VP, Strategy, GlaxoSmithKline

• Director, Global Strategy, Wrigley

• Sr Dir, Strategy, Boeing

Who Will You Meet?There is no question that IE. provides the gold standard events in the industry and will connect you with the decision makers. 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%)

78%

Company Size Of Attendees

8%

11%

25%56%

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

81% Attendees are

companies with at least 300 employees

3%

21%

12%

42%

13%

8%

Attendees are at Director level or above

F TI L

Speaker Information

Strategic Planning Innovation Summit brings together thought leaders from the world’s most respected companies, creating an open forum for strategy discussion. Spanning all industries, it is an ideal environment for cross-pollination of ideas, satisfying your intellectual curiosity and finding proven solutions to real-

life challenges. Learn about setting objectives and making informed decisions, while remaining agile and extending value creation. From exploratory case studies to interactive panel sessions, you are guaranteed to walk away with a wealth of strategic acumen. To secure your place at the summit, register now.

About The Summit

Sara Kwan is currently the Director of Client Strategy for the East Coast region of GE healthcare. Her team is responsible for creating creative customer centric solutions to meet the dynamic changes of the healthcare care industry. Prior to this role, she led the services business for Manhattan, generating more than $85 million in revenue in 2013. Before joining GE Healthcare, Sara worked for Verizon Wireless and held numerous sales and sales leadership positions. She also served as an adjunct professor at the University of San Francisco and taught Introduction to Sales and Marketing and Strategic Concession Strategies.

Sara Kwan Director, Client StrategyGE Healthcare

Drew is a North Carolina State University engineer turned MIT business guy who spent two decades in Silicon Valley split between former computer visualization giant, Silicon Graphics, and the home networking company he co-founded, Pie Digital. During his first three years at Prezi, he built and ran the marketing, sales, and support organizations. Now, as Head of International, Drew fans the fames of Prezi's growing global adoption. Drew also writes. He’s publ ished a couple of bus iness books on communications and social media, as well as a couple of novels on life.

Drew Banks Head of InternationalPrezi

Niharika Shah is an accomplished results and action-oriented senior brand and digital marketing leader with 15+ years driving brand engagement. Highly skilled in driving 360 and integrated advertising in B2B, CXO, consumer, retail (big box and specialty) businesses. Leads Financial Services, Retail and CPG brands to innovative, customer-focused experiences that produce successful results, energized teams and brand differentiation. Proven experience in digital and integrated strategy, social media, brand positioning & management, CRM, database management , consumer research and ins ights development, 360 media planning, user experience, and creative/interactive development. P&L owner.

Niharika Shah Head of Brand MarketingPrudential Financial

Petrick M. Adams is a Director of Strategy Planning and Analysis for FedEx Information Services. Adams’ role involves strategy development and execution for FedEx’s information technology division, a key corporate function repesenting thousands of team members around the globe, and consisting of numerous applications, data centers and support processes that enable the FedEx mission. On a day to day basis, Adams helps to develop strategic technology solutions for FedEx Corporation.

Petrick Adams Director, Strategy Planning & AnalysisFedEx

Speaker Information

Seema is a Manager in Online Strategy at The Estee Lauder Companies. She evaluates and implements new digital initiatives across global brand sites including Estee Lauder, Clinique, MAC, and Bobbi Brown. She focuses on innovative techniques to bring high-touch experiences to consumers shopping on mobile and e-commerce platforms, often enabled through omnichannel capabilities.

Seema Narain Manager, Strategy & PlanningEstee Lauder

Lead content and social strategy for interactive platform connecting 1.3M associates in 4,000 Walmart Stores. Direct cadence and editorial flow in alignment with key stakeholders in Public Affairs, Marketing, Merchandising, People and other functions. Direct monthly email newsletter profiling major initiatives to more than 100,000 opt-in subscribers. Implemented and executed social strategy that drove more than 300% increase in views and social engagement between August '13 and August '14. Drove 40% increase in professional development content engagement through creative campaign spotlighting personal stories of Walmart associates.

Shane McLaughlin Senior Manager, Content & SocialWalmart

Traci Spero has served as the Director of Talent Strategy and Insights for Macy’s Inc. since September 2012. In this role, Traci drives the national strategy for succession and performance management, organizational development, and analytics for the Merchandising, Planning, and Omnichannel organizations; she provides consulting to Corporate Services, Market ing, Macys.com and Bloomingdale’s.

Traci Spero Director, Talent ManagerMacy’s

Katie Aldrich is a Director on the Cross Platform Strategy Team at Bloomberg LP, the leader in delivering data and news analytics through innovative technology. She is responsible for projects across Bloomberg’s analytical and media teams focused on increasing the value of the Bloomberg brand and its businesses. Prior to joining Bloomberg LP, Ms. Aldrich was an Associate at McKinsey & Company in the media and technology practice. Ms. Aldrich has an MBA from Columbia Business School and a BA in Political Science from Yale University.

Katie Aldrich Former Director, Cross Platform StrategyBloomberg

David Bhamjee is Vice President, Strategy at Export Development Canada – a federal corporation responsible for providing Canadian companies with the solutions they need to successfully compete internationally. In this role he is responsible for working with EDC’s Executive team in the development of long-term corporate strategy, positioning EDC as a go-to partner for companies of all sizes engaging in international business.

David Bhamjee Vice President, StrategyExport Development Canada

Professor Frank Mruk is the Associate Dean - Business and Strategic Planning at the New York Institute of Technology. Prior to NYIT Frank lead strategy and planning at Wall Street financial service companies Morgan Stanley and AIG, and design management at Cendant Corp. He currently serves as the executive director of the think tank – the NY Center for Strategic Innovation. Frank’s academic history includes Oxford University’s Said Business School (post graduate program in strategy and innovation), Pratt Institute (Bachelor of Architecture) and Pace University (MBA).

Frank Mruk Associate DeanNew York Institue of Technology

The Information

Silver Pass

$1595 Access to all sessions &

networking events 7 days access to presentations from the

summit via ieOnDemand

$1395 Early Bird Price (before Oct 9)

Access All Areas

$2095 Access to all sessions, networking

events, annual subscription to all content on the Strategy, Digital & Innovation

channels via ieOnDemand

Flat Rate for Strategic Planning, Chief Strategy

Officer & Chief Innovation Officer

Summits

Gold Pass

$1895 Access to all sessions, networking

events & unlimited access to presentations from the summit via

ieOnDemand

$1695 Early Bird Price (before Oct 9)

Registration Pricing

F TI L

For larger groups or special requests contact Emma on +1 (415) 670 9814 or email epawlowski@theiegroup.com

* Team discounts are applicable at the point of registration only.

Ways to Register

+1 323 446 7673 Register Online Here

Group Discount Offers 3 Silver Passes: $3000 ($1000 per attendee) 5 Silver Passes: $4500 ($900 per attendee) 3 Gold Passes: $3900 ($1300 per attendee) 5 Gold Passes: $6000 ($1200 per attendee) 3 Diamond Passes: $4500 ($1500 per attendee) 5 Diamond Passes: $7000 ($1400 per attendee)

+1 415 670 9814

1 Day Pass

$895 Full access to the sessions to your

chosen day of the summit, 7 days access to presentations from the summit via

ieOnDemand

7 day online access to event materials

On-Demand Pass

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

presentations, interviews & the ability to contact speakers

Unlimited access to

ieOnDemand

Strategic Planning Innovation Summit Date: December 8 & 9 2015 City: New York, NY Venue: Sheraton New York Accommodation: To secure your discounted room at the venue book here.

NAME OF EACH ATTENDEE

TITLE OF EACH ATTENDEE DEPARTMENT

COMPANY INDUSTRY

ADDRESS CITY

STATE/PROVINCE ZIP/POSTAL CODE COUNTRY

EMAIL OF EACH ATTENDEE BUSINESS PHONE NUMBER

1. Delegate Information...

2. Pass Types...Early Bird Pass Options until October 9, 2015

Early Bird Silver: $1395 Attendees ____ Early Bird Gold: $1695 Attendees ____ Access All Areas: $2095 Attendees ____

Regular Pass Options after October 9, 2015 Silver Pass: $1595 Attendees ____ Gold Pass: $1895 Attendees ____ Access All Areas: $2095 Attendees ____

Group Discount Pass Options 3 Silver Passes $3000 ($1000 per attendee) 5 Silver Passes $4500 ($900 per attendee) 3 Gold Passes $3900 ($1300 per attendee) 5 Gold Passes $6000 ($1200 per attendee) 3 Diamond Passes $4500 ($1500 per attendee) 5 Diamond Passes $7000 ($1400 per attendee)

For larger groups or special requests contact Emma on +1 (415) 670 9814 or email epawlowski@theiegroup.com Group passes only available when all participants register together.

Pass Descriptions: Silver Pass: Access to all sessions & networking events Gold Pass: Access to all sessions, networking events & unlimited access to ieOnDemand Diamond Pass: Access to all sessions for 3 summits, networking events, annual subscription to all content on the Strategy, Digital & Innovation channels via ieOnDemand

! Check (Make checks payable to The Innovation Enterprise Ltd) ! Invoice me

! Visa ! Diners Club! American Express! Mastercard ! Discover

CARD NUMBER EXPIRATION DATE SECURITY NO.

CARDHOLDERS NAME CARDHOLDER’S SIGNATURE

BILLING ADDRESS INDUSTRY

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 November 9, 2015 incur an administrative charge of 50%. If you cancel your registration after November 9, 2015 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 FormStrategic Planning Innovation Summit December 8 & 9, 2015 | Sheraton New York, New York For registration or more information on the program, please call Emma on +1 (415) 670 9814, or fax this registration form to +1 (323) 446 7673

3. Payment Options...

7 Schedule

Networking Drinks 17.30 - 19.00

December 9

Session One 08.30 - 11.00

Coffee Break 11.00 - 11.30

Session Two 11.30 - 13.00

Lunch 13.00 - 14.00

Session Three 14.00 - 15.30

Coffee Break 15.30 - 16.00

Session Four 16.00 - 17.30

Day Two

December 8Day 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 - 11.00

Coffee Break 11.00 - 11.30

Session Six 11.30 - 13.00

Lunch 13.00 - 14.00

Session Seven 14.00 - 15.30

Coffee Break 15.30 - 16.00

Session Eight 15.30 - 17.30

F TI L

Sponsors

Silver Sponsor

Associate Sponsor

Silver Sponsor

For more information, contact us at ekutchinsky@theiegroup.com.

Networking Drinks Sponsor Exhibitor Exhibitor

Exhibitor Exhibitor

2016 Calendar

February Expected Attendees Date150+ Feb 10 & 11

MarchWomen in Strategy 150+ March 10 & 11Global Leadership Summit 150+ March 10 & 11

April150+ April 13 & 14

250+ April 27 & 28May

250+ May 18 & 19Strategic Planning Innovation Summit 150+ May 18 & 19June

150+ June 29 & 30September

350+ September 14 & 15Digital Strategy Innovation Summit 200+ September 14 & 15Brand Strategy Innovation Summit 250+ September 14 & 15

OctoberStrategic Planning Innovation Summit 150+ October 19 & 20

200+ October 19 & 20

150+ September 7 & 8

December250+ December 7 & 8

Strategic Planning Innovation Summit 150+ December 7 & 8

Digital Strategy Innovation Summit 150+ March 10 & 11

Content Strategy Innovation Summit 250+ September 14 & 15

Digital Strategy Innovation Summit 200+ October 19 & 20IP Strategy Innovation Summit 200+ October 26 & 27

Chief Strategy Officer Summit

Chief Strategy Officer Summit

Chief Strategy Officer Summit

Chief Strategy Officer Summit

Chief Strategy Officer Summit

Chief Strategy Officer Summit

Chief Strategy Officer Summit

Chief Strategy Officer Summit

Chief Strategy Officer Summit

LocationMelbourne

New YorkNew York

Hong Kong

London

San FranciscoSan Francisco

Singapore

SydneySydney

Los Angeles

LondonLondon

Shanghai

New YorkNew York

New York

Los Angeles

LondonBoston

Sponsorship Opportunities

Emily Kutchinskyekutchinsky@theiegroup.com

+1 415 800 3561+44 208 638 0981

Emma Pawlowskiepawlowski@theiegroup.com

+1 (415) 670 9814+44 (207) 193 1673

DelegateInvitations

Digital Strategy Innovation Summit 250+ September 14 & 15Los Angeles

November250+ November 23 & 24Digital Marketing & Strategy Summit Beijing

150+ April 13 & 14Digital Marketing & Strategy Summit Hong Kong