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The Strategic Market and
Competitive Intelligence
Summit 2015
June 11-12, 2015
Chicago, IL
Strategic Analysis and Collaboration
Competitive Strategy Innovations
www.jpk-grp.com/CHICI2015
[email protected]
858-386-0013
Competitive Intelligence & Governance
Building Organizational Thought Leadership
Wargaming & Simulations
THE STRATEGIC MARKET AND COMPETITIVE INTELLIGENCE
SUMMIT 2015
This attendee focused summit is a unique blend of analytics,
FP&A, forecasting and competitive and market intelligence that is
unmatched in the industry.
Why should you attend We bring together a diverse and experienced speaking faculty and high
level attendees—simply put, the right people in the room focusing on
education and networking. You will NOT find exhibit halls or software
vendors pushing their services at our summits. The agenda allows you
to choose between multiple break out session options so you and your
team can converse and interact with other attendees and presenters.
By attending, you and your group will walk away with invaluableactionable examples, insights and connections that will help you tackle
challenges in your current role.
Unique format We understand not everyone learns at the same pace or delivery
method. Our learning sessions range from 1 hour keynote sessions, to 2
hour workshops and 90 minute panel sessions that offer more handson, interactive learning. The panel sessions are designed to help each
attendee get the absolute most out of the other attendees and
speakers.
What is included Along with the excellent learning and networking opportunities, your
tuition fee covers a full, hearty breakfast, lunch, snacks and
refreshments for both days. Also, stay after the last session on day 1 for
our networking reception and enjoy drinks on us while you network
with your peers.
Who Should Attend?
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Customer Insights
Customer Programs and
Market Insight
Market and Competitive
Intelligence
Strategic Marketing
Customer and Market Insights
Market Analysis
Sales Intelligence
Executive Vice President
Forecast Analyst
Business Analytics
Business Development
Marketing Intelligence and
Strategy
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Market Research Manager
Marketing Coordinator
Price Analyst
Product Manager
Product Marketing
Alliance and Channel Sales
Customer & Web Analytics
Operations Manager
Project Manager
VP Sales & Marketing
VP Strategy and Analytics
And many other professional
titles
Past Attendee Organizations
Abbott Laboratories
Adidas
Advance Auto
Alcoa Inc
Allstate Insurance Company
Amgen
BP
Bridgestone
Capital One Bank
CBS Interactive
Chevron
Chiquita
Cisco
Citrix
Clorox
Coca-Cola
Del Monte Foods
Dr Pepper Snapple Group
DuPont
eBay
Experian
FedEx Services
Ghirardelli
Guitar Center
Hallmark Cards, Inc.
Hewlett Packard
Intel
Intuit
JcPenney
JetBlue
John Hancock Financial Services
Johnson & Johnson
Kaiser Permanente
Kohler Company
Lincoln Financial
Masonite
Mayo Clinic
Microsoft
Oracle
Overstock
PepsiCo
Pfizer
Philips
Qualcomm
Rolls-Royce Corporation
Shutterfly
Siemens
Sony Corporation of America
Target
United Healthcare
Whirlpool
And more…
Quick Glance Summit Schedule
Thursday, June 11th, 2015
7:45am Registration and Breakfast
8:15am Welcome and Opening Comments
Keynotes
8:30am Opening Keynote:
Collaborative Analytics and Insights
Uniting strategy with organizational intelligence to anticipate industry change
9:45am Keynote:
Partnerships & Collaborative Intelligence in a Multinational Corporation
Leverage competitive insights via partner collaboration across countries and market segments
10:45am 15 Minute Networking and Refreshment Break
Sessions
11:00am
Innovative and Ethical Ways to Collect CI
Identify the gray areas of CI and discuss ethical boundaries
12:00pm Lunch
1:00pm
Competitive Intelligence Scenario Planning
Analyzing and understanding future trends
2:15pm
Competitive Intelligence 2.0
Turning Information Into action
3:15pm 15 Minute Networking and Refreshment Break
Interactive Panel Session
3:30pm Interactive Workshop:
Interactive Panel Session — Innovative Intelligence
Join other attendees and presenters in this unique forum to work together to solve actual organizational intelligence issues
5:00pm Networking Reception
Quick Glance Summit Schedule
Friday, June 12th, 2015
7:45am Registration and Breakfast
8:15am Welcome and Opening Comments
Keynotes
8:30am Opening Keynote:
Turning Data Into a Strategic Asset
Employ data analysis and metrics across every function in the organization by creating a data-driven culture
9:45am Keynote:
Some Assembly Required
Using incomplete competitive information to improve your product's competitiveness
10:45am 15 Minute Networking and Refreshment Break
Sessions
11:00am
Maximizing the Value of Your CI Data
Harnessing and utilizing CI data to assist in high level decision making
12:00pm Lunch
1:00pm
Leveraging Customer Insights
Align competitive strategies for re-engagement, retention, and positioning
2:00pm 15 Minute Networking and Refreshment Break
Workshop
2:15pm Interactive Workshop:
The Essential Competitive Analysis Methods and Tools
Exploring multiple methods and tools to support the ongoing intelligence needs of your organization
4:15pm Adjourn
www.jpk-grp.com/CHICI2015
[email protected] 858-386-0013
CURRENT CONTRIBUTORS
Judith Schieve – Competitive Intelligence Lead, Systems and Products at Motorola
Solutions
Judy Schieve provides advanced competitor and market intelligence for Motorola Solutions' ASTRO®
25 land mobile radio infrastructure portfolio. As a recognized leader, she quickly transformed the
competitive intelligence role at Motorola Solutions into a dynamic function that is a key part of
defining the ASTRO 25 infrastructure roadmap. As part of her role, Judy provides recommendations to
senior management based on research findings. Most recently, Judy has been featured in Motorola
Solutions Competitive Intelligence Video Series, which provides the latest competitive intelligence and
bidding strategies to help support global sales enablement.
Judy’s extensive experience in marketing strategy and product management has helped shape her
role as the competitive intelligence lead for ASTRO 25. She has successfully led teams that executed
new product launches, including a 3-level certification in 4.5 months and a cellular enclosure product
that achieved $40M in its first year.
She holds a BSEE from the University of Illinois, and an MBA from Northwestern University’s Kellogg
School of Management.
John Barker – VP of Strategy and Competitive Intelligence at Wolters Kluwer
John Barker is Vice President of Strategy & Competitive Intelligence in Wolters Kluwer’s Global
Platform Organization. In this role, John provides strategic direction for Wolters Kluwer’s global tax,
legal, and regulatory content delivery platform, Global Atlas, and shares strategic product design best
practices globally across Wolters Kluwer.
John has an extensive background in professional publishing, including as a Product Manager and
Executive Legal Consultant at LexisNexis, a consultant, and award-winning Account Manager for
Thomson Reuters. John has appeared as a keynote speaker at multiple Law Librarian Associations, and
authored more than 50 articles discussing the application of technology to the practice of law. He has
served as a Special Counsel for Technology at the Indianapolis law firm of Ice Miller LLP, and had a
clerkship to a U.S. Magistrate with the United States District Court for the Western District of
Louisiana.
John holds a Juris Doctor, cum laude, from Tulane University Law School, New Orleans, and a BA in
Philosophy, magna cum laude, from the Catholic University of Leuven, Belgium.
Craig McHenry – Senior Director, New Business Development at The ABIS Group
Craig McHenry has, most recently, served as Director of Competitive Intelligence for Wyeth Nutrition,
Nestlé. He spent the past 21 years in the pharma industry contributing his CI expertise across several
business functions including business development, secondary research and analysis, and market research. Craig played a key role in forming AHP/Wyeths first Business and Competitive Intelligence
function, eventually directing a team of seven within a Competitor Insights function supporting new
products and commercial brand decision makers. He has been a member of SCIP since 1993, is an ACI
graduate and enjoys outdoor activities with his family.
www.jpk-grp.com/CHICI2015
[email protected] 858-386-0013
CURRENT CONTRIBUTORS
Michael Cooper – Senior Manager of Analyst Relations and Competitive Intelligence
at GENBAND
Plan and execute the analyst programs that support GENBAND's multi-faceted operations while
working with product and marketing teams to develop analyst-specific positioning and messaging.
Development of trend analysis and competitive briefings and develop blogs, industry overviews.
Oversee and manage all ongoing contracts with industry analyst firms. Drive outreach initiatives with
analysts and build rapport with the industry analyst community.
Work with and support Public Relations team to communicate relevant news, information and
company developments in relation to the analyst community. Manage competitive intelligence
projects focusing on industry trends, market opportunities and competing technologies.
Arik Johnson – Founder and Chairman at Aurora WDC
Arik Johnson is Chairman of Aurora WDC, the intelligence advisory firm he founded in 1995. After
stepping aside as CEO in late 2009, today Arik serves as Managing Director and lead architect at
Aurora’s R&D lab, think tank network and intelligence policy institute, the Center for Organizational
Reconnaissance (COR). Arik is a Fellow of the Strategic and Competitive Intelligence Professionals
society and has chaired SCIP’s annual international conference (2006), served on SCIP’s board of
directors (2004 – 2006), won SCIP’s Catalyst award (2005), and served as a chapter coordinator, as
well as, trustee and development committee chair of the CI Foundation.
Craig Fleisher – Chief Learning Officer (CLO) at Aurora WDC
Craig is focused on how to enhance and lead insight-related activities in business; developing the
sensemaking/-giving culture, capabilities and processes that result in superior analysis, actionable decisions and market/stakeholder success.
For more than 25 years, his thought-leading expertise has been heavily cited in leading intl. media,
publications and shared globally with many associations, public bodies, think tanks, as well as top
companies including, among others, 3M, Bell, BHP, CIBC, EDS, ESSO, GE, GM, IBM, J&J, Labatt, Levi
Strauss, Merck, P&G and TSX.
Bonnie Hohhof – Adjunct Faculty at George Washington University
Bonnie is currently teaching strategy at George Washington University and publishing a newsletter at
www.scoop.it/t/strategy-and-competitive-intelligence. Bonnie has corporate-based knowledge of
how intelligence efforts should be designed and implemented to support more effective decisionmaking. At Strategic and Competitive Intelligence Professionals (SCIP), she served as executive editor
of two major competitive intelligence publications and edited five Competitive Intelligence books, and
received SCIP’s Fellow, Meritorious, and Faye Brill awards for her contribution to the profession. A
skilled speaker and author.
www.jpk-grp.com/CHICI2015
[email protected] 858-386-0013
CURRENT CONTRIBUTORS
Anoop Tiwari – Senior Director, Strategy and Business Development at Cars.com
Anoop Tiwari is Senior Director, Strategy and Business Development at Cars.com where his team
focuses on long-term strategic planning, partnerships & alliances, M&A, competitive intelligence, and
internal research & analytics projects. Anoop completed MBA from Purdue University in 2005 and
prior to that, he worked in technology sales and business development in India. Anoop is a proud
technology & analytics geek and gets excited about its potential impact on business and delivering
value to customers and making things better. Anoop is passionate about internet and its impact on
business & society. Anoop has been active in working groups of various trade associations, sits on
advisory boards for a few start-ups, and supports a non-profit focused on children’s education. When
schedule permits, he enjoys reading, sketching, and poetry. Anoop lives in western suburb of Chicago
with wife who is a floral designer and four year old daughter who keeps them both very busy.
Bill Myers – VP of Corporate Strategy and Product Management at ISCO International
Bill Myers has over 20 years of experience developing and creating new businesses and products. His
combination of customer/market focus, business sense and engineering acumen enable him to drive
successful new products and solutions into technology markets.
Bill has held a variety of technical and business roles in research, innovation and intellectual property,
product development, product management, marketing, business development, competitive
intelligence and strategy at Motorola and BlackBerry. In his current role at ISCO International, Bill
leads product management, marketing and corporate development. Bill has an MS in electrical
engineering from the University of Illinois at Chicago and an MBA from the Kellogg Graduate School of
Management at Northwestern University.
Susan Lloyd – Market Research and Competitive Intelligence Director at Navistar Inc.
www.jpk-grp.com/CHICI2015
[email protected] 858-386-0013
SUMMIT VENUE AND HOTEL
Surrounding Area
The Embassy Suites Chicago Downtown hotel is
located in the heart of Chicago, putting you close to
many of the city’s main attractions. Downtown
Chicago is great for walking, and there are options for
shopping and dining in every direction. Cruise
Michigan Avenue’s Magnificent Mile to find mid-range
and high-end shops. One block west is Rush Street,
known for its nightlife. Take the kids to Lincoln Park
Zoo for a day of family fun. For a more cultural
experience, visit the Chicago Museum of
Contemporary Art, which includes many notable artists
in its collection. Our Chicago hotel is ideally located for
both business and leisure guests who love to explore
and really experience a city.
Transportation
FROM THE AIRPORT
Chicago-OHare International Airport
Take I-190 to I-90 East to Downtown. Exit Ohio Street.
Hotel is on left corner of State and Ohio. Airport shuttle
service is operated by Airport Express from each terminal.
Distance from Hotel:17 mi.
Drive Time:45 min.
Hotel
The summit will take place at:
Embassy Suites Chicago—
Downtown
600 North State Street
Chicago, Illinois 60654
312-943-3800
We currently have a discounted room rate for our
attendees. There is a limited amount of rooms at
the discounted rate so reserve today in order to
secure your rate.
Online Reservation:
http://embassysuites.hilton.com/en/es/groups/
personalized/C/CHIDWES-JPK-20150610/
index.jhtml?WT.mc_id=POG
TYPICAL MINIMUM CHARGE
Limousine—70.00 USD
Super Shuttle—25.00 USD
Subway/Rail—2.50 USD
Taxi—50.00 USD
Chicago Midway Airport
Cicero Ave. to I-55 North. I-55 North to I-90/94 West
(Dan Ryan Expy). Exit Ohio Street. Hotel is on left corner
of State & Ohio. Airport shuttle service is operated by
Airport Express from each terminal.
Distance from Hotel:11 mi.
Drive Time:45 min.
TYPICAL MINIMUM CHARGE
Limousine—68.00 USD
Super Shuttle—20.00 USD
Subway/Rail—2.50 USD
Taxi—40.00 USD
$269/night
Limited amount of discounted rooms available —Room block ends May 12th, 2015
SUMMIT REGISTRATION
Attendee Participation Rates
Early registration and group discounts
below (available until April 15th):
1 Person - $1,499 total (a $300 discount!)
2 People - $2,899 total (a $700 discount!)
Attendee Contributor Rate
If you would like to present a case study
and share a few stories on one of our
sessions, please contact us for details. If
you are chosen to contribute, we will
provide you with a greatly reduced rate.
4+ People - Contact Us!
5 ways to register:
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www.jpk-grp.com/
CHICI2015
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JPK Group
Attn: Accts. Receivable
11251 Rancho Carmel Dr.
#502876
San Diego, CA 92150
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858-386-0013
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Pay By Check:
Checks should be made payable to JPK Group LLC. The mailing address for checks and tax forms is 11251 Rancho Carmel Drive #502876, San Diego, CA 92150
Cancellation/Rescheduling Policy
All cancellations made four weeks or longer from the summit’s start date will be provided a full refund or credit
toward current or future JPK Group programs. Any cancellations made within four weeks of the programs start
date will be provided with credit toward current or future JPK Group programs.
www.jpk-grp.com/CHICI2015
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858-386-0013
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[email protected]