CIO STRATEGY EXCHANGE

Membership

We have recruited the best and brightest CIOs from companies such as Aetna, Boeing, BP, Disney, Dow, Deutsche Bank, ExxonMobil, FedEx, Fidelity, Ford, GE, JPM Chase, Kroger, Merck, MetLife, Pfizer, P&G, Raytheon, Royal Dutch Shell, Toyota, USAA, Walmart, and more. By establishing policies that encourage engagement and continuity, we nurture a sense of community while maintaining the Exchange’s high quality. Membership is by invitation only, and meeting attendance is required. The CIO Strategy Exchange adheres strictly to best practices avoiding any conflicts with anti-trust and competition laws.

Meetings

Forums for these exchanges include two meetings a year per section (we limit participation to two sections of 25 members each), held alternatively in New York and California. The productivity of these sessions is facilitated by the research, our directors, the thought leaders and, most importantly, the membership itself. In addition, ad hoc exchanges are available on topics of interest to specific members, and in collaboration with select partners from the premier venture capital firm Kleiner Perkins Caufield and Byers (KPCB). CIOSE discussions are guided by the company directors in collaboration with the KPCB partners. Together, they bring unparalleled experience into the issues of IT governance and opportunities.

Research

CIOSE produces readable and insightful reports on topics selected by the membership. Past topics have included innovation trends, member best practices, traditional (e.g. Microsoft, Oracle) and current generation (e.g. Google, AWS) enterprise technology vendors, cloud-delivered services, mobility, big data, cybersecurity, privacy protection, evolution of the workforce and the consumerization of IT. Our members are consistently involved in our research, ensuring that the reports possess depth and relevance. The reports provide a sharpened focus for our meeting discussions.

Thought Leaders

CIOSE meetings include a range of guests, starting with top executives of major industry firms, including: Marc Benioff, Lloyd Blankfein, Jamie Dimon, Larry Ellison, Reid Hoffman, Andy Jassy, Bill McDermott, Satya Nadella, Ginni Rometty, Sheryl Sandberg, Randall Stephenson and Meg Whitman. In addition, CEOs of emerging start-ups provide us with perspectives on promising new areas of IT innovation and disruption. We also invite leading experts to address broad business topics such as the current economic outlook, neural science, education, and demographics. Our discussions are frank and thought-provoking, due in part to the many visionary members who participate and their diverse backgrounds.

About

Chief Information Officer Strategy Exchange
A group of chief information officers from the most forward-looking companies.

The CIO Strategy Exchange offers chief information officers access to cutting edge events, trends and concepts. We keep our members informed about a range of topics, including achievements in technology, new business innovations and best practices. The Exchange is composed of CIOs from very large, forward-looking enterprises and includes members from every business sector except computing and communications (excluded to avoid potential conflicts of interest).

TEAM

Monte Ford, Principal Partner

Monte is Principal Partner of the CIO Strategy Exchange (CIOSE). He has a strong and diverse history in the field of technology, where his accomplishments have been marked by his thought leadership and passion for innovation. In addition to CIOSE, Mr. Ford is an Industry Network Advisor for Brightwood Capital Advisors. Over the course of his career, Mr. Ford has served as CEO of Aptean Software, Chief Information Officer (CIO) of American Airlines, CIO of Associates First Capital Corporation, and has held senior executive positions at Bank of Boston and Digital Equipment Corporation. Mr. Ford earned his B.S. in Business Administration from Northeastern University. He is currently a director of Akamai Technologies.

Christy Witt Hoffman    COO

Christy is Chief Operating Officer of the CIO Strategy Exchange. She has worked closely with the CIOSE founders and membership for well over a decade managing business operations, meeting and speaker curation, and member recruitment and engagement. Ms. Hoffman also has years of accomplishment in non-profit resource development and fundraising, supporting several Tony-award winning Broadway productions. She is an Executive Managing Director of the Working Artists Theater Project and provides pro bono services to many other non-profits as a business strategy consultant. A 2nd Degree Black Belt and Instructor in Hapkido, Ms. Hoffman holds a MBA from Fordham University and a BA from Otterbein University.

Christina James, Research Director

Christina James is the Research Director of CIO Strategy Exchange. She has worked in a variety of roles in telecommunications marketing, strategy, and research. Ms. James is the co-author of two books on the changing role of technology in the lives of consumers, Identity Shift: Where Identity Meets Technology in the Networked-Community Age and The Shift: The Evolving Market, Players, and Business Models in a 2.0 World. Ms. James has Bachelor of Arts degrees in journalism and English from Southern Methodist University and a Master of Arts degree in American literature from the University of Texas at Austin.

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