Strategic Planning Innovation Summit

Agile Strategies, Flawlessly Implemented

16 & 17 October, 2014Park Plaza Victoria Hotel

London, UK

Confirmed Speakers

Confirmed Speakers

• Head of Strategy, Airbus• Director, Corp. Strategy, Schneider Electric• Managing Director, Pearson• Director, Strategy, Compass Group• Head of Planning, British American Tobacco• Head of International Strategy, Stubhub• SVP, Strategy & Business Dev., Sony• Chief Operating Officer, Comic Relief• Head of Strategy, Bupa• Director, Creative Strategy, Google• Head of Strategy, Citi• Head of Strategy, Barclays

• Director, Strategy & Regulation, Severn Trent• Head of Strategy, Kingfisher Group• CEO, Chalfont Project• Head of Strategy, UK Government Agency• Director, Group Strategy, Aviva• Director, Strategy, British Heart Foundation• Director, Strategy Transformation, Capita• Executive Director, Strategy, AstraZeneca• Director, Strategy & Planning, PRS for Music• Corporate Strategy Officer, Canon• Head of Commercial Strategy, AngloAmerican• CEO, The Chalfont Project

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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 decision makers within the strategy 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%)

78%

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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How many steps are there to create a strategic plan? Which organization has had the most success with their process?   It’s hard to accomplish anything without a plan, but how do you know if it is the right plan?

At this summit we take it back to basics with a cross industry line up of strategy leaders. We will gather the world’s most dynamic and senior executives operating in

the areas of strategy & planning and create a platform for learning and discussion.

To secure your place at the summit, register now.

About The Summit

Confirmed Speaker Information

Jeroen de Waal is Vice President, Head of Strategy for Philips Light Sources & Electronics. Prior to this he spent 10 years in marketing, including Head of Lamps Product Marketing worldwide and Marketing Manager of Philips Lighting in the UK. Jeroen joined in 2007 from American Express in London, where he was Director Marketing EMEA. He has a strong affinity with new media and held several related roles, including at an Internet start-up. Jeroen has an MBA from IESE Business School in Barcelona and a degree in Computer Science from the University of Twente in The Netherlands. 

Jeroen de WaalVP & Head of Strategy, BG LS&EPhilips From Thomas Edison to a Smart Lightbulb:

How to Strategically Manage the Dual Game of Re-Defining & Defending a Business

Yuval Dvir is the Global Head of Business Transformation & Corporate Development at Skype/Lync. Yuval brings over 10 years of relevant international experience in Strategy, Operations and Product gained in large organization such as GE, EY and Amdocs and in various technological start-ups as a consultant. Prior to joining Skype, Yuval led the Corporate Strategy and M&A efforts of Russell Investments, a Private Equity and Asset Management firm. In his current role, Yuval and his team focus on growing capabi l i t ies to drive strategic, operational and organizational alignment and excellence at Skype, and enhance the insights-driven and user centric culture of the organization along a supportive and competitive value proposition and business model. 

Michael joined the Accounts Department of BAT in 1984 and qualified as a Management Accountant. Thereafter, he worked as an International Auditor on three continents, in Regional Finance roles, within M&A and in Commercial Finance positions.   He then moved to a software consulting firm as CFO but returned to BAT in 2003 within the Group Strategy and Planning team where he has been responsible for strategy development, execution and tracking. Currently, he ensures that the Strategy is embedded throughout the Group and that planned activities are consistent with the Strategy. He obtained an MBA from London Business School and enjoys spending time with his family, eating out and playing football (having only recently given up on his dream of playing for Chelsea).

Javier is a financial services executive with over 15 years of experience in strategy, business development and product management.   In his current role, he advises senior management on key strategic and operational issues across both institutional and retail businesses in EMEA and also help shape Citi's global strategy and priorities.   Previous experience has included a mix of operational roles as well as consulting and business development for large multinationals in US, Latin America and Europe.

Javier BordesHead of Strategy, EMEACiti

Indy works with the Creative Lab, a small team that strives to re-think marketing across every kind of media - currently existing or not, with Google as its sole client. Their job is to manage the Google brand, find new ways to communicate the company's innovations, intentions and ideals, and do work of which they can all be immensely proud.

Indy SahaDirector, Creative StrategyGoogle

Michael BarnettHead of PlanningBritish American Tobacco

Derek Gannon joined Comic Relief in the role of Chief Operating Officer in September 2013 after a long and successful career at Guardian News and Media, where he was their first ever COO.  Derek’s role at Guardian News and Media involved working on a number of major change programmes including transitioning The Guardian from a broadsheet to a Berliner format, directing operations of their award-winning websites and setting in place an ongoing digital transformation of the whole business.  As COO at Comic Relief, he is responsible for our continued operational excellence and makes sure we remain sustainable.   Derek leads our strategy, planning, budgeting and resourcing processes.

Derek GannonChief Operating OfficerComic Relief

Confirmed Speaker Information

Milena Moutsopoulou is Bupa Global’s Head of Strategy since November 2013. Before that she spend 4 years in McKinsey & Co as an Engagement Manager, in her native Greece and then Sao Paulo Brazil, where she led projects mostly in the Pharmaceutical and Consumer industries in strategy, distribution and manufacturing. She holds an MBA from INSEAD, and an MSc in Earthquake engineering from University of California, Berkeley. She has lived in 7 countries and 3 continents and is fluent in Greek, English, French and Portuguese.

Milena MoutsopoulouHead of StrategyBupa

Health insurance in a Globalised World

Bupa Global Market Unit is the worldwide part of Bupa. We provide products and services for globally minded people who want the most premium coverage and access to the best healthcare anytime, anywhere in the world, whether at home or abroad. Customers are increasingly looking for global health solutions that fit their lifestyle and global culture. In practice, that means that we have to expand the scope of customer segments we are targeting beyond just the traditional expatriate, and also prioritize countries where these individuals are located, like the US.

Fernand Lendoye is currently Transformation Strategy Director at Aviva, a global financial institution with over 30m customers and £240bn of assets under management. He’s presently driving Aviva’s growth agenda by leading the development of its business strategies and driving operational efficiencies through organizational simplification. Fernand has an extensive global experience in leading major growth and transformation programs in Asia, Europe and America. He was formally Director of Group Business Strategy with AIA in Hong Kong where he led the integration of the US$2bn acquisition of ING Malaysia, and acted as strategy lead for AIA’s US$20bn+ IPO.   Fernand holds an MBA from the University of Chicago Booth School of Business.

Fernand LendoyeDirector, Transformation StrategyAviva

Moving from Strategy to Meaningful Change and Growth

Organisational inertia is a powerful force, which often times can relegate the best of strategies to stay dormant and worthless on PowerPoint slides. When “we’ve tried this before and it does not work” becomes a mantra and almost a knee-jerk response, organisations face the adverse prospects of underperformance and declining growth. This situation is all the more exacerbated when an organisation finds itself in the middle of a seismic change such as a merger or a disruptive regulatory change. Driving successful strategy development in such conditions and overcoming this organisational inertia to create sustainable long term growth requires a laser focus on a few critical execution principles.

Anton Kotov works as Corporate Strategy & Development Director for Schneider Electric, a global specialist in energy management, out of company’s headquarters in Paris. Over past years, he has been in charge of strategic projects on the group level, global strategy definition, mergers & acquisitions activities, as well as business planning for key countries. Prior to this role, Anton was heading Business Optimisation function for one of the company’s business units in Europe. Before that, he was heading marketing function for a commercial real estate company in Russia. Anton holds an MBA degree from HEC Paris and IESE Business Schools. 

Anton KotovDirector, Corporate Strategy & Dev.Schneider Electric

Corporate Strategy - From Formulation to Execution

Articulation of a corporate strategy for a diversified industrial giant with €24bn of sales in more than 100 countries may be a difficult task. Making sure that the strategy is translated into actionable plans and executed is even a bigger challenge. This presentation will provide you with insights into which challenges the Corporate Strategy department of a French multinational Schneider Electric is facing in an ever-changing business environment. It will also give an overview of both success stories and painful lessons learnt throughout the group strategy definition and execution journey.

With over 16 years’ experience working in leading UK medical and health organisations, Dr Charmaine Griffiths began her career as a successful biomedical research scientist working at leading international universities. Since then she has worked for global organisations such as the Wellcome Trust, and merged PhD and MBA experience to specialise in transformation within the medical and health sector.   At the top ten UK charity, the British Heart Foundation, Charmaine has led award-winning teams across disciplines from public affairs to operational programme management.   As Director of Strategy and Performance, Charmaine oversees the development of corporate strategy and ensures operational excellence and optimal performance in order to deliver maximum impact in the fight for every heartbeat. 

Charmaine GriffithsDirector, Strategy & PerformanceBritish Heart Foundation

Bringing Strategy to Life

Hear how a 53 year-old medical research organisation developed new strategy in the midst of a turbulent health and consumer environment. With an annual turnover of over £250m and tens of thousands of staff and supporters, Dr Charmaine Griffiths will share how top ten UK charity, the British Heart Foundation, harnessed the power of it’s staff, partners and history to find focus and clear direction in a life-saving strategy.  

Confirmed Speaker Information

Cath Possamai is currently Strategy and Transformation Director of the Army Recruiting Group at Capita. Previous roles there have included Managing Director of Capita's Recruitment Managed Services business and Director of Resourcing for Capita. Prior to this Cath spent 8 years at RPO firm Alexander Mann Solutions working across a number of large scale recruitment outsourcing solutions in the UK and Europe for companies including CSC, Cable & Wireless, Zurich Financial Services and GE.

Cath PossamaiDirector, Strategy & TransformationCapita

‘Be the Best’ - Strategic and Cultural Challenges in Army Recruitment

The session will cover the unique strategic scenario of the Recruiting Partnering Project - a partnership between Capita and the Army to deliver all Army Regular and Reserve recruiting over the next 10 years. In a volatile and increasingly challenging recruiting environment, the partnership has needed to respond by introducing strategic change across all areas of the solution. The presentation will address the key components of this change programme and the particular cultural challenges of driving this in a unified organisation which includes 800 military personnel working alongside 400 civilian staff.

Dr. Tony Ballance is Director of Strategy & Regulation at Severn Trent and was appointed to the Board of Severn Trent Plc in October 2007.   Tony is responsible for the development of Severn Trent Plc’s group strategy and plan; all aspects of economic regulation; and the company’s communications functions.   Prior to joining Severn Trent in August 2005 Tony was an economic consultant in the utilities sector working as a Director for Stone & Webster Consultants and London Economics. His work was principally divided between advising UK water companies and regulators and work in developing countries on utility privatisation and restructuring (for the World Bank, DFID and other international agencies). -

Developing and Delivering Strategy for a Regulated Utility

This presentation will set out the challenges of developing and executing strategy for a utility (in the UK privatised water sector).   The presentation will cover where the sources of value generation are;   how the regulatory regime is evolving and how this may effect value: how to influence the regulatory regime to protect value and deliver future value propositions;   developing   growth options outside of the regulated business.   The water sector in the UK is at an interesting juncture with the conclusion of the latest five-yearly price review with the most significant changes since privatisation (in 1989) and the introduction of competition for all non-household customers from April 2017.

Tony BallanceDirector, Strategy & RegulationSevern Trent

Maren is an accomplished strategy, management and marketing executive, with extensive international business experience across entertainment, travel/tourism, hospitality and telecom industries. She is responsible for defining the market entry plans and business approach to accelerate global expansion for the company.   Prior to StubHub, Maren spent 5 years at Wyndham Worldwide, most recently as Vice President of Marketing & Operations for Europe & the Middle East, based in the UK.   She also spent two years leading the e-Commerce and Product Development teams for the Latin America & Caribbean business unit, based in Mexico City.

Maren ColemanHead of Int. Strategy & Market Dev.Stubhub

Disruptive Growth - StubHub on Building a Challenger Brand in New Markets

StubHub, an ebay, inc. company, is a live entertainment ticket marketplace facilitating a transparent and secure environment for both businesses and consumers to trade tickets.   Although powered by a global brand, at the individual market level StubHub is a new and disruptive player operating in a sensitive and often highly regulated industry.   As such, Stubhub has had to overcome misperceptions and/or lack of awareness from consumers, industry and government stakeholders around its value proposition and transparent operating model. The session will also cover StubHub’s approach in planning international expansion strategies and market prioritisation.

Confirmed Speaker Information

Sean Lusk is head of strategy at the UK’s Valuation Office Agency – a government agency employing 3500 people responsible for setting a property tax base with a yield of around £46 billion annually (approx. $77bn).   Until 2011 Sean was principal lecturer in policy and government at the UK’s Civil Service College/National School of Government, and head of its leadership and strategy faculty. During his period in this role Sean led strategy consulting across UK government departments and agencies, as well as working extensively in Asia, the Middle East and Africa. 

Sean LuskHead of StrategyUK Government Agency

Public Strategy – What’s The Difference?

Strategy in the public and non-profit sectors looks, feels and smells just like strategy in the corporate sector. But impressions can be misleading, and the differences really do matter. This session takes a whistle-stop tour of the similarities and differences between public and private sector strategy, and offers tips to ensure that both public and private sectors can get the best from each other when it comes to developing and delivering strategy. 

Dan Spacie has a strong track record in assisting organisations and individuals achieve exceptional results.  His career has had a strong leadership bias, starting in the Army where he was commissioned at the age of 18 and achieved the rank of Captain in the Royal Signals at 23. Since leaving the forces Dan initially worked in banking in New York and then transitioned back to the UK, running 2 successful online agencies. He took a career break in 2001 and successfully undertook an MBA at Imperial College.  Since Imperial he has undertaken numerous executive roles focussing on strategic change within large organisations.

E x e c u t i n g S t r a t e g y i n a D y n a m i c Environment

Today’s business environment is complex, competitive and fast-changing.  Developing robust strategy that stands the test of time is tough, but when strategy meets reality things inevitably get tougher.   Many plans fail to realise their potential value, wasting resources and time.  The strategy is not the problem, business needs to adapt its approach to strategy execution to fit a more dynamic environment.

Dan SpacieDirector, StrategyCompass Group

The Information

Registration Pricing

Strategic Planning Innovation SummitDate: 16th & 17th October, 2014Location: Park Plaza Victoria, 239 Vauxhall Bridge Road, London, SW1V 1EQ UK

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For one day passes and group discounts contact Andrew Christofiby calling +44 207 193 6846or email achristofi@theiegroup.com

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

Group Discount Offers3 Silver Passes: £2250 (£750 per attendee)5 Silver Passes: £3500 (£700 per attendee)3 Gold Passes: £2850 (£950 per attendee)5 Gold Passes: £4500 (£900 per attendee)3 Diamond Passes: £3450 (£1150 per attendee)5 Diamond Passes: £5500 (£1100 per attendee)

Ways to Register

Register Online Here+1 323 446 7673+44 207 193 6846

Silver Pass

£1095Access to all sessions &

networking events7 days access to presentations from the

summit via ieOnDemand

£895Early Bird Price(before Aug 15)

Diamond Pass

£1495Access to all sessions, networking

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

via ieOnDemand

£1295Early Bird Price(before Aug 15)

Gold Pass

£1295Access to all sessions, networking

events & unlimited access to presentations from the summit via

ieOnDemand

£1095Early Bird Price(before Aug 15)

1 Day Pass

£595Full access to the sessions to your chosen day of the summit, 7 days

access to presentations from the summit via ieOnDemand

7 dayonline access to event materials

On-Demand Pass

£400Unlimited access to presentations from the summit via ieOnDemand,

including presentations, interviews & the ability to contact speakers

Unlimited access to

ieOnDemand

Access All Areas

£1695Access to six summits, networking events, annual subscription to all content on the Digital, Strategy &

Innovation channels via ieOnDemand

Flat rate for six summits

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1. Delegate Information...

2. Pass Types...Early Bird Pass Options (before 15th Aug)

Early Bird Silver: £895 Attendees ____ Early Bird Gold: £1095 Attendees ____ Early Bird Diamond: £1295 Attendees ____ Access All Areas: £1695 Attendees ____

Regular Pass Options (after 15th Aug) Silver Pass: £1095 Attendees ____ Gold Pass: £1295 Attendees ____ Diamond Pass: £1495 Attendees ____ Access All Areas: £1695 Attendees ____

Group Discount Pass Options 3 Silver Passes £2250 (£750 per attendee) 5 Silver Passes £3500 (£700 per attendee) 3 Gold Passes £2850 (£950 per attendee) 5 Gold Passes £4500 (£900 per attendee) 3 Diamond Passes £3450 (£1150 per attendee) 5 Diamond Passes £5500 (£1100 per attendee)

For larger groups or one day passes contact Andrew Christophi by calling +44 207 193 6846 or email achristophi@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 & Chief Strategy Officer Summit & unlimited access to presentations via ieOnDemandDiamond Pass: Access to all sessions, Chief Strategy Officer & Chief Innovation Officer Summits, networking events & annual subscription to all content on the Strategy & Innovation channels via ieOnDemandAccess All Areas Pass: Access to all six sessions, networking events, annual subscription to all content as the Diamond Pass.

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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 15th September, 2014 incur an administrative charge of 50%. If you cancel your registration after 15th September 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 FormStrategic Planning Innovation Summit16th & 17th October, 2014 | Park Plaza Victoria Hotel | London, UKFor registration or more information on the program, please call Andrew on +44 207 193 6846 or fax this registration form to +1 (323) 446 7673

3. Payment Options...

7 Schedule

Networking Drinks 17:30 - 19:00

17th October

Session One 08:55 - 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 15:00 - 16:00

Session Four 16:00 - 17:30

Day Two

16th OctoberDay One 08.55

11.00

11.30

13.00

14.00

15.30

16.00

17.30

19.00

08.55

10.30

11.00

12.30

13.30

15.10

15.30

17.00

Session Five 08:55 - 10:30

Coffee Break 10:30 - 11:00

Session Six 11:00 - 12:30

Lunch 12:30 - 13:30

Session Seven 13:30 - 15:10

Coffee Break 15:10 - 15:30

Session Eight 15:30 - 17:00

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Sponsors

For sponsorship information contact Patrick at plewis@theiegroup.com

Silver Sponsor

Exhibitor

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JuneChief Innovation Officer SummitJune 18 & 19Santa Clara

IP Strategy Innovation SummitJune 18 & 19Santa Clara

Partnership Opportunities: Patrick Lewis | plewis@theiegroup.com | +1 415 992 7632Attendee Invitation: Sean Foreman | sforeman@theiegroup.com | +1 415 692 5514

Flagship Summit

Expected Attendees

CXO

Social Media

Women

Digital

March Women in StrategySummitMarch 19 & 20New York

Digital Strategy Innovation SummitMarch 19 & 20New York

Chief Strategy Officer Summit March 25 & 26Hong Kong

AprilChief Strategy Officer SummitApril 29 & 30London

Chief Innovation Officer SummitApril 29 & 30London

DecemberChief Strategy Officer SummitDecember 3 & 4New York

Strategic Planning Innovation December 3 & 4New York

Chief Innovation Officer SummitDecember 3 & 4New York

MayChief Strategy Officer SummitMay 21 & 22San Francisco

Strategic Performance & Change Management SummitMay 21 & 22San Francisco

SeptemberChief Strategy Officer SummitSeptember 17 & 18Sydney

Digital Strategy InnovationSummitSeptember 18 & 19San Francisco

Digital Marketing Innovation SummitSeptember 18 & 19San Francisco

Brand Strategy Innovation SummitSeptember 18 & 19San Francisco

Content Strategy SummitSeptember 18 & 19San Francisco

OctoberDigital Strategy Innovation SummitOctober 22 & 23London

Strategic Planning Innovation October 22 & 23London

Chief Strategy Officer SummitOctober 22 & 23London

Chief Innovation Officer SummitOctober 22 & 23London

Chief Strategy Officer SummitOctober 23 & 24Shanghai

Branding

Strategy

IP

2014 Calendar