NOVEMBER 15

7:30-8:30 a.m.
Event Registration/Continental Breakfast/Technology Showcase

8:30-8:45 a.m.
Opening Remarks: New Global Realities Call For New Business Models

George F. Colony Chairman, Chief Executive Officer, and Acting Chief Financial Officer Forrester Research, Inc.

8:45-10:00 a.m.
Roundtable Discussion: How Can Firms Transform Business Models For Global Competitiveness?

Old-and-tried business models won't cut it in today's global economy. In this session, visionary leaders will show how their firms are transforming their global business models to deliver customer-valued innovations worldwide, network with global supply sources, and anticipate as well as respond to market shifts. This roundtable will address questions such as:

• How can firms profitably serve customers across five continents?
• How can firms tap global talent and innovative ideas to create new products and services?
• What partnership strategies are appropriate to win in emerging markets?

Navi Radjou Vice President Forrester Research, Inc.

Peter Weedfald SVP, Sales and Marketing Consumer Electronics and North American Corporate Marketing Samsung Electronics America

Ellen J. Kullman Group Vice President, DuPont Safety & Protection DuPont

9:00 a.m.-6:30 p.m.
One-On-One Meetings With Forrester Analysts

10:00-10:45 a.m.
Transforming The Global Enterprise Using Technology

• Which innovative new business models are firms adopting to drive global growth?
• What lessons can firms learn from IBM's own innovation-driven continuous transformation?
• How can companies align IT and business strategy to win in the international marketplace?

Virginia M. "Ginni" Rometty Senior Vice President, Enterprise Business Services IBM Global Services

10:45-11:15 a.m.
Morning Break And Technology Showcase

11:15 a.m.-12:15 p.m.
Roundtable Discussion: What Is IT's Business Transformation Role?

The IT organization plays a strategic role in driving a firm's global competitiveness. Rather than remain on the sidelines, global-minded CIOs must help shape and drive their companies' business transformation initiatives. This roundtable will show:

• How can firms align IT and global corporate strategy?
• How can CIOs act as a catalyst for business model innovation?
• What's the right IT governance model for managing global operations?

Bobby Cameron Vice President and Principal Forrester Research, Inc.

Stephen N. David retired former CIO The Procter & Gamble Company

Ralph J. Szygenda Group Vice President and Chief Information Officer General Motors

12:15-1:45 p.m.
Lunch And Technology Showcase

1:45-2:45 p.m.
Roundtable Discussion: What Technology Architecture Enables Sustained Business Transformation?

To win in today's global economy, businesses can't just depend on technology: They need to be embodied in their technology base. Sustained business transformation requires a new IT architecture vision built for the new reality. This session will present and explore Forrester's vision for the future of IT architecture by answering:

• How must IT architecture change to drive agility and innovation and integrate global business processes?
• How can IT architecture provide business insight to guide business transformation?
• How can IT evolve to the new architecture and thus enable continuous, global transformation?

Randy Heffner Vice President Forrester Research, Inc.

Wing K. Lee Director of IT Research & Innovation Sprint Nextel

Pete Bigley Vice President, Enterprise Architecture Safeway

2:45-3:15 p.m.
Afternoon Break And Technology Showcase

3:15-5:15 p.m.
Track A Description: Transforming Business Models For Global Competitiveness

Led by: Navi Radjou, Vice President, Forrester Research

As global competition, demanding customers, and stringent government regulations add pressure to companies, the latter must continually adapt and reinvent their business models to survive in today's global economy. The rise of India and China complicate things by creating new opportunities and challenges for Western firms. Old-and-tried business models that continue to rely on US-centric, vertically integrated R&D and marketing capabilities will ultimately drown in the deep end. This track will show how firms can transform their global business models — by deconstructing and reconstructing them — to deliver customer-valued innovations worldwide, network with global supply sources, and anticipate as well as respond to market shifts.

Session 1
3:15-4:15 p.m. — Business Model Transformation: Who Can Help And How?
Christine Ferrusi Ross, Principal Analyst, Forrester Research

Most firms will not transform their business models alone — they'll turn to consultants and service providers for help. But clients must be careful to select the right provider for the job — a particular challenge if the client is truly innovating and "the job" isn't clearly defined. This session will help clients select the best partners for business transformation.

Session 2
4:15-5:15 p.m. — Transforming Business Models To Succeed In China: Best Practices From The High-Tech Industry
Simon Yates, Principal Analyst, Forrester Research
Joe Hogan, Vice President, HP Services, Managed Services Marketing, Strategy and Alliances, Hewlett-Packard
Yibing Wu, Chief Strategy Officer, Lenovo Group Limited

Western firms across industries are scrambling to establish or expand their presence in the fast-growing Chinese economy. But the move into China — and other emerging markets like Brazil, Russia, and India — is a path fraught with roadblocks, as many high-tech firms have learned. This session will discuss the strategies and best practices that firms like IBM, Microsoft, Dell, HP, and Intel implemented to establish and grow their presence in China and other emerging markets. Attendees across industries will learn how to establish business roots in emerging nations, build relationships with local partners and governments, and develop marketing messages and sales channels tailored to these new markets.

Navi Radjou Vice President Forrester Research, Inc.

Christine Ferrusi Ross Vice President, Research Director Forrester Research, Inc.

Simon Yates Vice President, Research Director Forrester Research, Inc.

3:15-5:15 p.m.
Track B Description: IT's Strategic Role In Driving Business Transformation

Led by: Laurie Orlov, Vice President, Research Director, Forrester Research

Find out how IT organizations must change to drive global competitiveness and innovation. Learn how forward-thinking IT organizations shift their IT focus from cost-cutting to innovation and growth.

Session 1
IT's Innovation Capacity: Understanding And Retooling The IT Budget To Boost Innovation
Andrew Bartels, Vice President, Forrester Research
Craig Symons, Principal Analyst, Forrester Research

In this session, Forrester Vice President Andy Bartels will discuss IT industry spending patterns and the spend on ongoing maintenance and operations versus new — what Forrester calls IT's innovation capacity. Forrester Principal Analyst Craig Symons will offer attendees advice on the processes and methodologies for retooling IT budget to boost innovation capacity.

Session 2
The Marketing Of IT
Laurie M. Orlov, Vice President, Research Director, Forrester Research
Laurel A. Bailey, Vice President, OnQ Marketing & Communications, Hilton Hotels
John Hotze, Director, ISTG Marketing & Communications Information Services and Technology Group, Intel Corporation

IT executives talk about running IT like a business. But the world of IT is a world of products that must be marketed before they can be deployed and their value can be realized. This session will discuss the need for IT organizations to market what they do, both inside IT, across the enterprise, and outside the firm.

Craig Symons Vice President Forrester Research, Inc.

Andrew Bartels Vice President Forrester Research, Inc.

Laurie M. Orlov Vice President, Principal Analyst Forrester Research, Inc.

3:15-5:15 p.m.
Track C Description: Technology Architecture

Led by: Laura Koetzle, Vice President, Research Director, Forrester Research

To support firms' global business transformation, IT must create coordinated IT domains, secure its IT infrastructure and business data, and provide new interaction channels for employees and customers worldwide. Find out how business process owners, IT architects, CIOs, and tech vendors are rising to this challenge.

Session 1
IT Architecture For Business Transformation: Digital Business Architecture
Randy Heffner, Vice President, Forrester Research

Organizations can increase their responsiveness to business change, lower the cost of change, and establish a stronger technology foundation for business transformation by specifying processes and policies digitally and by restructuring and integrating IT to run the business dynamically based on these digital business specifications. When business specifications are digital, IT applications and infrastructure can directly act on changes to them, and many business changes become a matter of editing business specifications rather than building complex IT solutions. Forrester's research on digital business architecture (DBA) lays out an evolutionary vision for the IT architecture necessary to deliver continuous business transformation. This session will describe DBA, evaluate the industry's readiness for it, discuss case studies, and outline what you should do now to move to DBA.

Session 2
Where Does Security Fit?
Paul Stamp, Analyst, Forrester Research

A few years ago, security was an afterthought — the red-headed stepchild of the IT department. Much has changed in the past few years, though. Security is a central part of most IT strategies, and chief security officers now get deeply involved in areas like operations, compliance management and risk management. The question now is where does information security fit within a company — technically, functionally, and organizationally?

Paul Stamp Senior Analyst Forrester Research, Inc.

Randy Heffner Vice President Forrester Research, Inc.

Laura Koetzle Vice President, Research Director Forrester Research, Inc.

5:15-6:30 p.m.
Technology Showcase

6:30-8:30 p.m.
Networking Dinner
Following cocktails in the Technology Showcase, all attendees, speakers, and exhibitors are invited to join us for dinner and entertainment in the Huntington Room on the lobby level of The Westin Copley Place.

NOVEMBER 16

7:30-8:30 a.m.
Continental Breakfast And Technology Showcase

8:30-8:45 a.m.
Day Two Introduction

George F. Colony Chairman, Chief Executive Officer, and Acting Chief Financial Officer Forrester Research, Inc.

8:45-9:30 a.m.
Transforming The US Economy For Global Competiveness

• Which economic and trade policies can promote US firms' global competitiveness and success?
• How should US education be reformed to sustain America's global lead in science and technology innovation?

Mitt Romney Governor Commonwealth of Massachusetts

9:30-10:00 a.m.
Platinum Sponsor Keynote With Avaya: IT’s Leadership Role In Business Transformation
CIOs needing to lead transformative change in their business must simultaneously deal with globalization, industry consolidation, new purchasing alternatives, and a shifting competitive landscape, while satisfying basic and nondiscretionary requirements like cost containment and regulatory compliance. This session will identify the CIO leadership attributes and practices that can help IT drive business transformation initiatives — from "table stakes" projects like aggressive cost-cutting to true business-model and culture change. This session will address the following questions:

• How can leadership by IT create differentiating performance models and customer experience?
• How do CIOs balance competing issues and options — driving transformational changes while satisfying basic needs?
• What worked and what didn't in Avaya's own technology-based transformations? What lessons were learned?

Thomas A. Lesica Group Vice President, Global Technology and Operations Avaya

10:00-10:30 a.m.
Morning Break And Technology Showcase

10:00 a.m.-2:30 p.m.
One-On-One Meetings With Forrester Analysts

10:30-11:00 a.m.
Guest Executive Forum With Akamai
How Application Performance Drives Business Performance: Grow Your Business, Not Your Infrastructure

Business performance demands strong Web application performance. Yet today, poorly performing applications remain a major problem that hampers enterprise growth, especially as businesses look to interact with far-reaching customers, partners, suppliers, and employees. Solutions to date have lacked critical elements such as speed, scalability, reliability, security, ease-of-use, and application time-to-market. This session will address how to resolve these challenges through the use of an on-demand, distributed approach and feature an enterprise case study from global talent management vendor BrassRing. When "killer" applications run across the Web, don't let them end up killing your business.

Tom Leighton, Ph.D. Founder, Chief Scientist Akamai Technologies

10:30-11:00 a.m.
Guest Executive Forum With NTT Communications
Aligning The WAN With Emerging Global Business Needs: The Teradyne Case

Teradyne is headquartered in the US, but its design and production capacity is growing rapidly in the Asia Pacific region. The company's principal network consultant will describe the process employed to migrate Teradyne's mission-critical applications traffic from frame relay onto a global MPLS-based IP network, doubling the effective bandwidth and significantly reducing the overall cost. The business case for this network migration required a rigorous return on investment (ROI) hurdle on data traffic alone, and a formal RFP process was required to ensure competitive pricing. This presentation will also highlight the influence that the restructuring and consolidation among global carriers had on Teradyne's selection of a global IP network service provider. The question-and-answer session will be moderated by Stephen Bloom, Vice President, Business Development, NTT America.

Bob Nerz Principal Consultant Network Technology Consulting

10:30-11:00 a.m.
Guest Executive Forum With Palm
The Wireless Edge: Realizing Business Advantage With Mobile Enterprise Solutions

From email to CRM systems, the enterprise is going mobile. Will Eisner, Systems Engineer at Palm, will explain how leading enterprises are gaining competitive advantages and realizing ROI through deployment of wireless solutions. Topics will include:

• Wireless technologies today and tomorrow.
• Current and upcoming mobile solution offerings.
• Key considerations for selecting and implementing mobile solutions.

Will Eisner Systems Engineer, Professional Services Palm

11:00 a.m.-12:15 p.m.
Lunch And Technology Showcase

12:15-2:15 p.m.
Track A: Transforming Business Models For Global Competitiveness

Led by: Navi Radjou, Vice President, Forrester Research

Session 3
Transforming Marketing To Serve Global Customers
Jim Nail, Principal Analyst, Forrester Research
James A. Euchner, Vice President of Advanced Concepts & Technology and Chief e-Business Officer, Pitney Bowes Inc.
Dave Banerjee, Founder and Strategist, Banerjee & Partners

The 3.3 billion consumers in BRIC (Brazil, Russia, India, and China) nations have totally different needs, aspirations, and values than the 300 million US consumers. In this session, marketing execs will learn how to recast the four P's of marketing — product, price, place, and promotion — to win the hearts and wallets of billions of emerging market consumers. Key questions to be addressed:

• What new techniques are required to gain insight into the needs and motivations of consumers in different cultures?
• How do you decide whether to adapt an existing Western product, buy a local brand, or start an entirely new brand?
• What alternatives exist in countries where there is a fragmented, underdeveloped distribution system?
• What media, communications, and promotional strategies are most effective?
• How do you package and price products to appeal to consumers in these markets?

Session 4
Transforming R&D To Deliver Customer-Valued Innovations
Navi Radjou, Vice President, Forrester Research
Kal Patel, Executive Vice President, Strategy And International, Best Buy
Theodore Forbath, Chief Strategist and Practice Leader, Global Product Strategy and Architecture Practice, Wipro Technologies
James A. Euchner, Vice President of Advanced Concepts & Technology and Chief e-Business Officer, Pitney Bowes Inc.

As US firms look to serve markets beyond US borders and source ideas across national boundaries, they are ditching the rigid, US-centered, do-it-all-yourself innovation approach in favor of a collaborative, partnership-based approach that matches global innovation demand with worldwide supply. Rather than hoarding their intellectual property (IP), these forward-thinking firms share and expand their IP — redefining IP as intellectual partnering — to create value for all stakeholders. This session will show how firms can harness creative input from customers and partners worldwide, manage R&D efforts internationally, anticipate and respond to global innovation demand, and maximize their intellectual assets' value.

Navi Radjou Vice President Forrester Research, Inc.

Jim Nail Principal Analyst Forrester Research, Inc.

12:15-2:15 p.m.
Track B: IT's Strategic Role In Driving Business Transformation

Led by: Laurie M. Orlov, Vice President, Research Director, Forrester Research

Session 3
The Retiring Workforce Onslaught: Changes In The Enterprise And The Role Of Technology
Connie Moore, Vice President, Research Director, Forrester Research
Ed Vitalos, Associate Partner — AWFM, IBM Business Consulting Services
David Anderson, Deputy Associate Director, Center for Human Resources (HR) Systems Requirements and Strategies, United States Office Of Personnel Management
Olivier Schittecatte, Manager, BC Hydro Field Services Training and Development, BC Hydro

This session will address the changing demographics — and their impact on IT and business organizations — and will advise firms on mitigation strategies to help them cope with the coming retiring workforce swell — and how this problem can be a catalyst for business transformation.

Session 4
The CIO As A Catalyst For The Construction Of A National Health Information Network
Eric G. Brown, Vice President, Forrester Research
Carl J. Ascenzo, Chief Information Officer, Blue Cross Blue Shield of Massachusetts

One of the largest trends in healthcare today is the nationally funded IT network. IT-driven and innovative use of technology in healthcare delivery depends on grassroots and regional CIO-to-CIO collaboration.

Connie Moore Vice President, Research Director Forrester Research, Inc.

Laurie M. Orlov Vice President, Principal Analyst Forrester Research, Inc.

Eric G. Brown Vice President Forrester Research, Inc.

12:15-2:15 p.m.
Track C: New Technology Architectures To Support Business Transformation

Led by: Laura Koetzle, Vice President, Research Director, Forrester Research

Session 3
Pervasive Technologies To Manage Global Operations
Ellen Daley, Principal Analyst, Forrester Research

The advent of globalization coincides with new technologies that enable ubiquitous computing. What does this mean for a global business? The ability to control suppliers, employees, assets, and products — independent of location and time zone. Connecting your global physical assets and employees to the digital world depends on a host of technologies like emerging wireless networks, RFID, sensors, and mobile computing. This session will highlight technology trends in these areas and identify how leaders are garnering better control of global operations with them.

Session 4
The Future Of The Information Workplace
Erica Rugullies, Principal Analyst, Forrester Research

Today's information worker relies on a disjointed combination of office productivity, content, collaboration, and portal technologies. The information workplace of the future will be much richer than what exists today and will support a diverse range of activities via contextual, role-based delivery of voice, documents, rich media, process models, business intelligence, eLearning, and collaboration tools via multiple devices. It will be available not just to traditional knowledge workers but also to people who work with people and people who work with the physical world. We will discuss the business requirements that are driving the information workplace forward and the evolution of information workplace technology solutions. It will include new data from a recent Forrester survey about the information workplace.

Ellen Daley Vice President, Research Director Forrester Research, Inc.

Erica Driver Principal Analyst Forrester Research, Inc.

Laura Koetzle Vice President, Research Director Forrester Research, Inc.

2:15-2:30 p.m.
Afternoon Break/Technology Showcase

2:30-3:15 p.m.
Transforming Your Business Model To Win In The Global Marketplace

• How should CEOs redesign their organizations to succeed in emerging markets?
• How should companies think about global labor pools and location selection for offshore operations?
• What impact will India and China have on the US economy in the coming decade?

Diana Farrell Director McKinsey Global Institute

3:15-4:00 p.m.
Forum Wrap-Up: Roundtable Discussion With Forrester Speakers

Randy Heffner Vice President Forrester Research, Inc.

George F. Colony Chairman, Chief Executive Officer, and Acting Chief Financial Officer Forrester Research, Inc.

Navi Radjou Vice President Forrester Research, Inc.

Bobby Cameron Vice President and Principal Forrester Research, Inc.