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Agenda at a Glance

Monday, February 23: In-Depth Pre-Conference Workshops
Choose up to 2 Half Day Workshops or 1 Full Day Workshop

Full day Workshop (A) 9:00 - 4:30
Strategic Roadmapping
Gary DeGregorio
Distinguished Member of the Technical Staff
Motorola, Inc.
John A. Fitch
President
Systems Processes, Inc.

Morning Workshop (B) 9:00 - 12:30
Portfolio Manangement Boot Camp
Tavor White
Director
PRTM
 

Afternoon Workshop (C) 1:30 - 4:30Afternoon Workshop (D) 1:30 - 4:30
Optimizing Portfolio ValueUsing Game Theory to Drive Portfolio Decisions
David Matheson, PhD
President and CEO
SmartOrg Inc.
Mike McGlogan
Vice President
Open Options Corporation
Dr. Niall Fraser
Founder & Principal Scientist
Open Options Corporation

Tuesday, February 24: Main Conference Day One
8:30 - 9:00Opening Remarks by Conference Chair, David J. K. Goulait
9:00 - 10:00Keynote Session: What comes next? Leadership Insight For The High-Velocity Economy
Jim Carroll
Futurist, Trends & Innovation Expert,
Author “Ready, Set, Done: How to Innovate When Faster is the New Fast”
10:00 - 11:00

Collaborative Panel Session— Does Enterprise-Wide Portfolio Management Exist?
Tools, Techniques and Trends from Industry Thought Leaders

Panelists: Paul Heller, CTO, Sopheon, David Matheson, CEO, SmartOrg, Richard Sonnenblick, CEO, Enrich Consulting
Interested in being a panelist? Please contact Susan Cook at scook@iirusa.com or 647-895-7469 for more information.

11:00 - 11:30Networking Break
11:30 - 12:30Keynote Session: Dow Oil & Gas-A New Business to Harness Collaboration & Innovation
Janet Giesselman
General Manager, Dow Oil & Gas
Dow Chemical Company
12:30 - 1:45Exclusive Networking Lunch Sponsored by Enrich Consulting

Track Sessions Begin

Track One: Strategies for Profitable GrowthTrack Two: Operational Excellence
1:45 - 2:30
Using Design Thinking and a Rigorous
Process to Innovate: Real World Examples

Michael Kitz
Vice President
OfficeMax Brands & Product Development
OfficeMax
Establishing a Comprehensive Portfolio
Governance System at Fidelity Investment
s
Michael Agnew,
VP, Project Management
Fidelity
2:30 - 3:15
Hot Topic Session:
Have something fresh and vital to add?
Please contact Susan Cook at scook@iirusa.com or 646-895-7469.
From Brain to Plans –
Ideation Techniques for Filling the Portfolio Pipeline

Brad Barbera
Director of New Product Development
Fellowes, Inc.
3:15 - 3:45: Networking Break
3:45 - 4:30
How to Create Growth using the
RI GHT Portfolio Metrics

David J.K. Goulait
2009 Event Chairman, President
Goulait & Associates
Green Portfolio Management and Enterprise
Architecture; Recycle, Reduce, Reuse

Janice Lewis
Director of Architecture Portfolio and Governance
Pfizer, Inc.
4:30 - 5:15
Inspire a Corporate Culture and Drive
Growth Through New Product Innovation

Chris Colson
Senior Director
Equifax
Model-Based P ortfolio Management - Capacity-Based Pipeline Management and Data-Driven Decision-Making
Armando Reyes
Senior Manager
IS Strategy & Planning,
US Cellular
John Savoia
Strategy Planning Specialist
US Cellular

Wednesday, February 25: Main Conference Day Two
8:30 - 9:30Keynote: Blending the Quantitative and Qualitative for Superior Portfolio Management
Dr. Niall Fraser
Founder & Principal Scientist
Open Options Corporation
9:30 - 10:30Interactive Session: Improving on Phase Gate and Objective Target Appraisal
Moderators:
Ron Lasser
Professor, Electrical & Computer Engineering
Tufts University
Marc Halpern
Research Director
Gartner
10:30 - 11:00 Networking Break
11:00 - 12:00Challenging Paradigms for Sustainable Innovation
Wayne Delker, Vice President Global
Research and Development
The Clorox Company
12:00 - 1:00Luncheon
Track Sessions Begin

Track One: Strategies for Profitable GrowthTrack Two: Operational Excellence
1:00 - 1:45
Creative Destruction:
Portfolio Renewal Rate and Returns Optimization

George Gibson
Manager, R&D Portfolio Management
Xerox Corporation
Do You Want a Resource
Management Strategy that Works?

Lisa Shoop
Director of Product Development
Sabre-Holdings
1:45 - 2:15
Ideas to Innovation: Idea Portfolio ManagementHot Topic Session:
Have something fresh and vital to add?
Please contact Susan Cook at scook@iirusa.com or 646-895-7469.
Scott Mathews
Technical Engineer
The Boeing Company
Dr. John M. Lacontora,
Sr. Manager Innovation
Advanced Systems, AMSE
The Boeing Company
2:15-2:45: Networking Break
2:45-3:30
A Roadmapping Technique that is Driven by and Aligned with the Critical Decisions Facing Your Organization
Gary DeGregorio
Distinguished Member of the Technical Staff
Motorola, Inc.
Reaching Consensus on an Acceptable Level
of Risk without Jeopardizing Quality or Compliance

Bonnie Robbins
PMP, Director, Regulatory Affairs and Project Management,
Cell Therapeutics, Inc.

Closing Session
3:30 - 4:15Creating Company Wide Transparency for Innovation Pipelines
Dr. Mike Thomas
Director
Global Technology
Research & Development
Novelis
Roy Stever
VP
Strategic Marketing
Novelis