The document provides information about the CIO Summit taking place from December 8-10, 2008 at the Boca Raton Resort & Club in Boca Raton, Florida. It discusses the roles and challenges facing CIOs, including deploying new technologies, designing solutions, managing projects, and aligning IT strategies with business goals. The summit will feature keynote speakers, panel discussions, case studies and meetings with technology providers to help CIOs address challenges like data storage, security, virtualization, and business continuity. Topics will include aligning IT with business strategies, innovation, compliance, outsourcing and more. The event is invitation-only and aims to facilitate networking among CIOs.

1. Delegate Information
December 8-10, 2008 | Boca Raton Resort & Club | Boca Raton, FL
summits www.marcusevans.com
CIO's have an exceptionally multi-dimensional role comprised of
deploying new technology for employees, designing unique
solutions to customer demands, structuring successful project
teams, meanwhile aligning the IT department's strategy with
the goals of the organization. Delivering more with less is the
ultimate goal, but are you willing to take a big risk and bet your
job on new technology?

2. December 8-10, 2008 | Boca Raton Resort & Club | Boca Raton, FL Delegate Information
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A Unique Event
A successful IT department requires a great deal of project management. The demand for technology
in day-to-day functions is accelerating, and project requests to improve business processes are pouring
in. It is up to the CIO to carefully manage these requests, decide which are high priority, and then
determine if the task can and should be outsourced. In addition, the CIO must work with the CEO
and CFO to stay within the confines of the IT budget or modify it if necessary. Creating an agile
organization can significantly improve your effectiveness.
Challenges with the amount of data that must to be stored cannot be taken lightly.
Many CIOs are revising their data storage methods and putting systems in place to comply with
eDiscovery regulations. Virtualization has been a popular solution and has so far proven somewhat
complicated but with pleasing results. Another area of concern is security; everything from cyber
security, data security, employee security, and protection from hackers and viruses is reason to spend
significant portions of the budget to reduce risk. In the end, every newly implemented technology
must align with the business goals.
The CIO Summit will help CIOs find solutions through session presentations, panel discussions, case
studies and one-on-one meetings with onsite solution providers. CIOs will walk away with tools and
strategies that will allow them to dramatically improve the IT Department by addressing these
pertinent challenges.
Key Topic Areas
The primary objective of the CIO Summit is to explore the key aspects and issues related to IT best
practices and their application as business drivers for innovation and growth. The summit's program
topics have been pinpointed and validated by the IT community as the top critical issues they face. Key
issues for 2008 include:
• Aligning IT Initiatives to the Business Strategy
• Security & Risk Management
• Innovation
• Compliance
• Virtualization
• Business Continuity and Disaster Recovery
• Mergers & Acquisitions
• Outsourcing
• Globalization – Challenges of Integration
• Collaboration Tools – Web 2.0
Distinguished Keynote Speakers
Gregory S. Smith, CIO,
World Wildlife Fund
William E. McCorey Jr., VP, Global IT
Infrastructure COE, IBM
Distinguished Speakers
Kevin Horner, CIO, Alcoa, Inc.
Lars Rabbe, Former CIO, Yahoo, Inc.
Richard Branton, VP, Global Technology
Services, Merck & Co., Inc.
Douglas Robbins, VP IT, HEIDELBERG
Gerhard Cerny, CIO and CISO,
North America, Siemens Corporation
Ken Brame, Former CIO, AutoZone, Inc.
Kevin Bott, CIO, Ryder System, Inc.
Henk ven der Ven, VP, IT,
International Flavors and Fragrances, Inc.
Robert McManus, CIO of Security,
Honeywell International, Inc.
William Gillespie, VP and CIO,
Wellspan Health
James E. Sabin, CIO, The Shaw Group, Inc.
Joe Dunsmore, VP Enterprise Information
Technology, Cardinal Health, Inc.
Kim Lund, CIO, Nestle USA, Inc.
Krish Kumar, VP Information Technology
and CIO, Sauer-Danfoss, Inc.
David J. Lafferty, Director Technology,
BP p.l.c
Patrick Thompson, EVP and COO,
The Shaw Group, Inc.

3. December 8-10, 2008 | Boca Raton Resort & Club | Boca Raton, FL Delegate Information
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Summit Program
Keynote Presentation
The Green Phenomenon: Improving Efficiency and Reducing Costs in
the IT Department While Going Green
Gregory S. Smith, CIO, World Wildlife Fund
• The Need: making environmental responsibility a key priority
• A case study of how WWF is using green IT
• Developing a strategy to balance business demands while building a
"greener" AND better financial bottom line
• Risks and challenges in going green
Keynote Presentation
Utilizing Web 2.0 for Collaborative Solutions in your Business
William E. McCorey Jr., VP, Global IT Infrastructure COE, IBM
• Discovering the benefits of Web 2.0 and how they can improve your
business process
• Knowledge capture and management through the use of wikis and blogs
• Engage and retain the younger generation of workers through social
networking tools
• Experiment and examine the different Web 2.0 tools to find out what
works for your company
Panel Discussion
Aligning IT Initiatives to the Business Strategy in Order to Improve the
Overall Business Process
Robert McManus, CIO of Security, Honeywell International, Inc.
Kevin Bott, CIO, Ryder System, Inc.
Joe Dunsmore, VP Enterprise Information Technology, Cardinal Health, Inc.
Krish Kumar, VP Information Technology and CIO, Sauer-Danfoss, Inc.
• Work closely with the C-suite in order to align both IT and Business
goals/strategies
• Educating your team on the business strategy in order to implement the
tools to support it
• Encourage strategic business thinking within the IT department
Session Presentation
How to Change the IT Department from a Cost Center to a
Revenue Driver
Ken Brame, Former CIO, AutoZone, Inc.
• Establishing a strong relationship with your CFO to enable faster more
dynamic decision making on critical issues
• Delivering the needs of the business partners in an environment with a
declining budget
• Developing strategies to do more with less
Session Presentation
Collaboration in the Enterprise in the world of Facebook, Instant
Messenger, YouTube and Yahoo Answers
Lars Rabbe, Former CIO, Yahoo, Inc.
Dual Presentation:
Transition from CIO to COO
James E. Sabin, CIO, The Shaw Group, Inc.
Patrick Thompson, EVP and COO, The Shaw Group, Inc.
• CIO as a business enabler
• Succession planning is critical
• Key leadership qualities
Session Presentation
Innovation: Culture or Process?
David J. Lafferty, Director Technology, BP p.l.c
Is innovation a matter of culture or of process? How can a large enterprise
develop innovative solutions and--even more importantly--get them adopted?
David Lafferty with BP’s Chief Technology Office for Information Technology
and Services, will share BP's world class approach to digital technology
innovation, from scanning the technology horizon to creating true business
value through widescale adoption. Not simply a theoretical look at
innovation, Dave's real world examples of game-changing solutions
implemented in refineries, warehouses and production platforms will bring
this session alive.
Session Presentation
Migration to a Virtualized Server Environment: Gain Greater
Internal Productivity
Richard Branton, Vice President, Global Technology Services, Merck & Co., Inc.
• Overview of the implementation of a virtualization product
• Deciphering the true advantages of virtualization and if it’s worth the risk
moving forward
• Assessing the benefits of virtualization - cost savings and lower disaster
recovery times
• Fine-tuning deployment methods to securely implement virtualization
Session Presentation
Get up to Speed on Virtualization Best Practices
William Gillespie, VP and CIO, Wellspan Health
• Developing a team that will consistently analyze the virtualization environment
• Implementing virtualization management tools
• Managing and ensuring virtualization staffing/training is effectively in
place in order manage virtual server farms
Session Presentation
Improving your Business Continuity and Disaster Recovery Plan
(BC/DR) in Order to Maintain the Overall Corporate Health
Gerhard Cerny, CIO and CISO, North America, Siemens Corporation
• Assessing the necessity of a disaster recovery plan and allocating a
portion of the IT budget to this plan
• Determining what kind of plan is necessary and which systems and
business units are most crucial to your company
• Examining virtualization’s role in BC/DR

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Session Presentation
Overcoming the Challenges of Integration as CIOs are faced with
Managing IT Across Numerous Countries
Kevin Horner, CIO, Alcoa Inc.
• Conquering the challenges associated with integration of varying
computer systems
• Supporting back office and customer care through integration of
technical architectures and communication networks
Session Presentation
Mergers & Acquisitions: Responding to the Changing Environment
While Maintaining Existing Operations
Kim Lund, CIO, Nestle USA, Inc.
• Being prepared and understanding constraints prior to an M&A deal
• Evaluating and determining the best solution to integrate two systems
• Involving key IT leadership from each organization to ensure a
smooth transition
Session Presentation
Reassessing the Software as a Service (SaaS) Market to Improve the
Overall Efficiency of Your Organization
Douglas Robbins, VP IT, HEIDELBERG
• Addressing the concerns of adopting SaaS
• Overview of the security and customization concerns
• Benefits of SaaS applications
Session Presentation
Deploying Cost Effective and Easy to Use Business Intelligence Tools
while Meeting Compliance Demands
• Increasing business value through the use of a business intelligence strategy
• Deciphering which Business Intelligence solution to use in order to meet
the demands of access to more diverse information
• Overview of the benefits of business intelligence – ability to make better
decisions and improve the overall business performance
Session Presentation
Practical Approaches to Protecting Data with Greater Severity Given
the Increase of Cyber Crimes
• Securing customer data
• Utilizing security metrics to run risk accessibility
• Establishing access controls to maintain privacy
Session Presentation
Improving Quality, Adding Value and Reducing Costs
through Outsourcing
• Ensuring that your outsourcing partners are providing quality, business
value in addition to cost reduction
• Analyzing cost efficient vs. effective outsourcing
• Determining which services to outsource and which to keep in house
• Evaluating and selecting IT service providers with expertise in
respective areas
• Managing and balancing multiple offshore and onshore relationships
Session Presentation
Implementing Tools to Support the Ever Increasing Global
Regulatory Demands
• Educating staff on the risks associated with the increasingly complicated
regulatory environment and the need to comply accordingly
• Complying with regulations such as SOX and HIPAA in order to avoid any
negative implications
Session Presentation
Implementing Project Portfolio Management (PPM) to Ensure Projects
Stay in Line with Initial Goal
• Educating employees on the value of governance
• Measuring and establishing the correct people to manage the project
management process
• Implementing training and support relative to project management
Testimonials
It is rare to find any conference that has the quality of
speakers that the CIO Summit provides.
CIO, AutoZone, Inc.
A very good forum for meeting leading industry CIO's and
emerging suppliers.
CIO, Hagerty Group
Excellent mix of time between vendor meetings, industry
presentations and networking. One to one sessions with
vendors allow both parties to explore true opportunities.
VP IT, GE
Great speakers! Informed, experienced vendors.
CIO, Hitachi Industries Ltd.
This conference is large enough to attract a good selection
of vendors and presentations, but small enough to provide
a comfortable environment for networking with your peers.
Director IT Compliance & Customer Service,
Actuant Corporation
This event had excellent speakers and the opportunity to
meet and talk with several potential partners also made
the event a very productive use of my time.
CIO, Carey International, Inc.

5. December 8-10, 2008 | Boca Raton Resort & Club | Boca Raton, FL Delegate Information
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Delegate Target Market
The CIO Summit delegates will include CIOs and Senior Executives of IT, with ultimate responsibility
for Information Systems and Technology implementation decisions in their organizations. Our
executive delegation is selected according to the following criteria:
CIO Summit Solution Provider Companies
To ensure the success of the CIO Summit, marcus evans is pleased to partner with a limited
number of companies offering valuable solutions and expertise. The solution providers are leaders in
the provision of services, technology and information to Senior IT Executives across a variety of
industries. They will provide state of the art solutions to forward-thinking corporations interested in
staying ahead of the market.
The number of companies in each product or service category is strictly limited to ensure an
appropriate overall balance. These meetings provide a forum for dialogue and information sharing, on
organizational concerns and appropriate, corresponding solutions.
CIO Summit Solution Provider Categories
Advanced Data Applications
Application Service/Software Providers
and Application Management
• Application Traffic Management Software
• Application Life Cycle Management
• Enterprise Application Integration/SOA
Automated Work Flow Systems
Business Intelligence
Business Rules Management
CRM and Call Center Solutions
Commerce
• Web 2.0
• Website Management
Compliance
Consulting
Data Security
• Backup and Archiving
• Business Continuity
• Disaster Recovery
• Hard Drive Duplication and Cloning Equipment
Development: Opens Source/Software
Electronic Forms & Processing
End-Point and Access Security
• Authentication/Remote Access
Engineering/In-house Software
Internet and Website Services and Solutions
• Email Applications
• Internet Automation
• Internet/Intranet Applications/Internet
Service Providers
• Marketplace & Exchange Solutions Corporate
Portals/Collaborate
Internet Security
• Firewall, Email Security and Span Filters
IT Security
Network Security
• Event Correlation and Analysis (ECA)/Complex
Event Processing/Business Activity Monitoring
• Managed Security
• Performance Management and Monitoring
Solutions/Network Fault Monitoring
• Proactive Trouble Shooting
• Traffic Management
Outsourcing
Physical IT Infrastructure
• Desktops/Hardware/Product Life
Cycle Management
• Network Configuration Management
• Power and Cooling: IT Facilities Management
• Power Quality/Energy Efficiency
• Supply Chain Management/Procurement/Order
Management & Fulfillment/IT Spend Management
• Virtualization
Storage & Data Management
• Data Integration
• Database Management
• Data Mining
• Data Warehousing
• Enterprise Application Server Technology
• Storage Area Networks
Telecommunications, Wireless & Mobile Solutions
• GPS and Satellite Technology
• Mobile Application Acceleration/Mobile Devices
WAN Acceleration
• RFID
• Video Conferencing & Telepresence
• VoIP/Data over IP
• Wifi/WAN/Broadband
Sample Delegate Schedule
Each attendee at the CIO Summit, receives a
personalized itinerary based on their priority selections
of conference sessions, business meetings
and special networking events. Below is a sample
of a personalized attendee schedule.
DAY 1
11:00 – 01:00 Event Registration
01:00 – 01:15 Chairperson Opening Remarks
01:15 – 02:00 Opening Keynote Presentation
02:00 – 02:45 Conference Presentation
02:45 – 03:00 Networking Break
03:00 – 04:30 Business Meetings
04:30 – 05:00 Round Table Discussion
05:00 – 05:45 Conference Presentation
05:45 – 06:30 Keynote Presentation
06:30 – 07:30 Welcome Cocktails
07:30 – 10:00 Networking Dinner
DAY 2
07:00 – 08:00 Networking Breakfast
08:00 – 08:45 Keynote Presentation
08:45 – 09:30 Conference Presentation
09:30 – 09:45 Networking Break
09:45 – 10:45 Business Meetings
10:45 – 11:15 Round Table Discussion
11:15 – 11:45 Networking Opportunity
11:45 – 12:30 Conference Presentation
12:30 – 01:45 Networking Lunch
01:45 – 02:30 Conference Panel Discussion
02:30 – 03:15 Conference Presentation
03:15 – 03:30 Networking Break
03:30 – 04:30 Business Meetings
04:30 – 05:00 Networking Opportunity
05:00 – 05:30 Business Meeting
05:30 – 06:15 Keynote Presentation
06:15 – 07:15 Free Time
07:15 – 10:30 Networking Cocktails, Dinner and
Entertainment Evening
DAY 3
07:00 – 08:00 Networking Breakfast
08:00 – 08:45 Keynote Presentation
08:45 – 09:30 Conference Presentation
09:30 – 09:45 Networking Break
09:45 – 10:45 Business Meetings
10:45 – 11:15 Round Table Discussion
11:15 – 12:00 Conference Presentation
12:00 – 12:45 Closing Keynote Presentation
12:45 – 02:00 Networking Luncheon
• Scope of responsibility
• Budget
• Sign-off authority
• Company
• Interest in purchasing products and services

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What Makes the CIO Summit Different
• A strictly invitation-only event; selection of delegates according to criteria such as scope of
responsibility and size of company
• Restricted number of delegates in order to facilitate successful networking opportunities
• Personalized summit and meeting schedule to suit individual requirements and provide an
efficient use of time
• Keynote presentations, case studies and interactive sessions by world-class industry experts
and pioneers
• A relaxed but professional business environment in which to explore new ideas, strategies and
technical developments with industry colleagues, experts and peers
• Access to secured summit website, providing information on other delegates and solution
provider companies prior to the event
• Individual pre-arranged one-on-one business meetings with senior representatives from key
industry solution providers
• An invitation which covers two nights' accommodation at the Boca Raton Resort & Club, all
summit materials, meals and leisure activities
• An opportunity to relax and enjoy the superb facilities at the prestigious Boca Raton Resort & Club
Secured Summit Website
• Summit session overviews allow delegates to choose from a selection of summit and interactive
sessions to best suit their business needs
• Presenter biographies determine which presenters are most likely to assist in benchmarking and
improving initiatives
• Profiles of attending sponsors provide relevant information to enable delegates to plan their
personal event schedule
• Social activities inform delegates of social activities taking place at the event
• Post-event summit documentation provides complete documentation of all executive
presentations immediately after the summit
The Venue
Designed by Legendary Architect, Addison
Mizner over 80 years ago, this truly
remarkable piece of history continues to
evolve. This stunning property has the perfect
amenities, facilities and services to make
everyone's stay a memorable experience.
Honored with meetings and conventions'
"Gold Key Award" for 23 consecutive years,
The Boca Raton Resort & Club is one of the
nation's most capable and complete business
resorts. With over 145,000 square feet of
meeting space, every requirement for the
perfect business event can be met.
For more information, please visit:
www.bocaresort.com
The Organizers
One of the world’s leading business
information companies, marcus evans is
dedicated to the provision of global business
intelligence and information to assist in
strategic and effective decision-making.
Established in 1983, marcus evans’
international network of offices produces
more than 150 of the world’s leading
business and economic summits for senior
decision-makers. Our aim is to provide first
class business information, through a variety
of media, which enables clients to sustain a
valuable competitive advantage while
making a positive contribution to their
success. This information is disseminated
through the following business divisitions:
summits, conferences, business training,
market analysis, business publications and
corporate hospitality.
...a dominant force in the dilivery of
strategic business information.

7. December 8-10, 2008 | Boca Raton Resort & Club | Boca Raton, FL Delegate Information
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SVP of Information Technology
Aegon
EVP
AOL
VP of Information and Technology
Aon Corporation
CIO
Aramark Corporation
VP & CIO
Arch Coal, Inc.
CIO
AutoZone, Inc.
CIO
BAE Systems Technology Solutions & Services
CIO
BAE Systems, Inc.
SVP, CIO and COO
Beneficial Financial Group
CIO
Byer California
VP, Enterprise Information Technology
Cardinal Health, Inc.
Director, IT Services
Circuit City, Inc.
SVP, Security Engineering and Technology
Citigroup, Inc.
CIO
Daylight Transport
IT Director
Endo Pharmaceuticals Holdings, Inc.
SVP, IT
First Citizens National Bank
CIO
Forbes, Inc.
VP, Technology and Operations
Gannett Digital
VP, Information Technology
GE
SVP and CIO
Hanesbrands, Inc.
CIO
Hartford Life, Inc.
CIO
Hitachi Industries Ltd.
SVP, IT Infrastructure
Home Box Office, Inc.
CIO
Hunt Petroleum Corporation
VP, Information Technology
Iron Mountain
VP, Information Technology
Levi Strauss & Co.
Business Group and Technology CIO
Lucent Technologies, Inc.
VP, Technology Strategy
Marriott International
Global CIO
Novartis Consumer Health, Inc.
VP, Information Technology
NRG Energy, Inc.
SVP, IT
OfficeMax, Inc.
SVP and CIO
Owens & Minor, Inc.
VP, Technology
Pearson
VP, MIS
Penske Truck Leasing
VP and Chief Information Security Officer
Prudential
VP, Information Systems Prudential Real Estate
and Relocation Services
CIO, CISO
Siemens
SVP and CIO
Simmons Bedding Company
Corporate Information Security Officer
Sovereign Bank
SVP, IT
State Street Trust Company
CTO
Sutherland Global Services, Inc.
Managing Director, IT Business Partner
Swiss Reinsurance America Corporation
VP
The Travelers Companies, Inc.
Executive Director
UBS
CIO
W R Grace & Company
VP
Walt Disney
VP and CIO
Walt Disney International
SVP, IT
Warner Bros Entertainment
Staff VP, Security Risk Management
Wellpoint
Staff, VP, Technology
Wellpoint, NextRx
A Selection of Attendees from Previous marcus evans CIO Summits