Portfolio Management for New Products and Services

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 Process, Inc.

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

Afternoon Workshop (C) 1:30 - 4:30

Optimizing Portfolio Value

David Matheson, PhD
President and CEO
SmartOrg Inc.

Tuesday, February 24: Main Conference Day One

8:30 - 9:00	Opening Remarks by Conference Chair, David J. K. Goulait
9:00 - 10:00	Keynote 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, Dan Smith, Vice President, Enrich Consulting, Dennis Piccininni, COO, PDWare
11:00 - 11:30	Networking Break
11:30 - 12:30	Keynote: Blending the Quantitative and Qualitative for Superior Portfolio Management Dr. Niall Fraser Founder & Principal Scientist Open Options Corporation
12:30 - 1:45	Exclusive Networking Lunch Sponsored by Enrich Consulting

Track Sessions Begin

Track One: Strategies for Profitable Growth		Track 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 Investments Tom McCarthy, National Financial Senior Vice President Fidelity
2:30 - 3:15
How to Create Growth using the RIGHT Portfolio Metrics David J.K. Goulait 2009 Event Chairman, President Goulait & Associates		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
Inspire a Corporate Culture and Drive Growth Through New Product Innovation Chris Colson Senior Director Equifax		Green Portfolio Management and Enterprise Architecture; Recycle, Reduce, Reuse Janice Lewis Director of Architecture Portfolio and Governance Pfizer, Inc.
4:30 - 5:15
Model-Based Portfolio 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 - 9:30	Keynote Session: Dow Oil & Gas-A New Business to Harness Collaboration & Innovation Janet Giesselman General Manager, Dow Oil & Gas Dow Chemical Company
9:30 - 10:30	Interactive 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 - 12:00	Challenging Paradigms for Sustainable Innovation Wayne Delker, Vice President Global Research and Development The Clorox Company
12:00 - 1:00	Luncheon
1:00 - 1:45	Creative Destruction: Portfolio Renewal Rate and Returns Optimization George Gibson, Manager, R&D Portfolio Management Xerox Corporation
1:45 - 2:15	Do You Want a Resource Management Strategy that Works? Lisa Shoop Director of Product Development Sabre-Holdings
2:15-3:00	Ideas to Innovation: Idea Portfolio Management Scott Mathews Technical Engineer The Boeing Company Dr. John M. Lacontora Sr. Manager Innovation Advanced Systems, AMSE The Boeing Company
3:00-3:45	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.