CIO Strategy Exchange

Membership

The members are the best and brightest CIOs from companies like Aetna, Boeing, BP, Disney, Dow, Deutsche Bank, ExxonMobil, FedEx, Fidelity, Ford, GE, GM, JPMChase, Kroger, Merck, MetLife, Pfizer, P&G, Raytheon, Royal Dutch Shell, Toyota, USAA, Wal-Mart, etc. The exceptional quality of the actively participatory membership and the prohibition against attendance by substitutes is the cornerstone of the CIOSE value proposition. 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, held alternatively in New York and California. The productivity of these sessions is facilitated by the research, the directors, the thought leaders and most importantly the membership itself. In addition, ad hoc exchanges are available on the topics of interest to a specific member. CIOSE discussions are guided by the company directors and in collaboration with select partners from the premier venture capital firm Kleiner Perkins Caufield and Byers. Together, they bring unparalleled experience into the issues of IT governance and opportunities.

Research

CIOSE produces pithy and articulate papers on a variety of topics centered on innovation and its opportunities for the IT organization. These include reports about how consumerization of IT and global competition influence many customer-facing applications; mobility (from the twin perspectives of both vendor strategy and member applications); big data and data analytics; cloud services, including SaaS; cyber-security including cyber-insights from experts and best practices in sophisticated enterprises. The papers gain enormous in depth and relevance from the active involvement of the membership. And they form the basis for energetic discussion at meetings.

Thought Leaders

CIOSE meetings include a range of guests, starting with top executives of major industry firms. Satya Nadella, John Chambers, Marc Benioff, Ginni Rometty, Sheryl Sandberg, Randall Stephenson and Meg Whitman have all participated, usually repeatedly. Intimacy and membership caliber are key differentiators that permit frank dialogue on issues of mutual interest. Also critical, are the CEOs of strongly emerging start-ups who provide an unmatched perspective on promising areas of IT innovation and disruption. And finally, we invite leading experts to address a variety of relevant and broad business topics including intellectual property protection, education, demographics and global economics.

About

Chief Information Officer Strategy Exchange

A group of chief information officers from the most forward-looking companies.

The CIO Strategy Exchange is a small and highly selective multi-sponsor program for chief information officers from the most forward-looking companies. Every business sector is represented except computing and communications (excluded to avoid potential conflicts of interest). Through its two 25 person sections, CIOSE members stay informed about current trends and forefront achievements in technology, best practices and business trends. Networking with recognized peers assists this exchange.

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.

Naomi O. Seligman Co-Founder

Naomi is a Director of Oracle and Akamai Technologies. She is also a Trustee of the Boston Science Museum and Vice Chairman of New Leaders. She was the co-founder of the Research Board, a private sector institution sponsored by one hundred CIOs from the largest companies in North America and Europe. She received a B.A. with high honors from Vassar College and a graduate degree from the London School of Economics.

Ernest M. von Simson Co-Founder

Ernie is a Director of BDNA and Optaros; he also advises numerous other private technology companies. He was co-founder of the Research Board where he directed the professional staff examining the evolution of business models, advanced technology, business applications and IT best practices. He holds a B.A. from Brown University and an M.B.A. from New York University. His articles have appeared in the Atlantic, Computerworld, Harvard Business Review, and many other publications. He is also the author of The Limits of Strategy which recounts recurring turmoil in the the IT sector.

CIO STRATEGY EXCHANGE