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Data Strategies Summit 2018

How to Transform to the New Agile & Data Driven Enterprise

We’ve all heard the phrase, “Data is the new Oil.”  Just ask the 79.4% of Fortune 1000 executives, who reported recently in a NewVantage Partners executive survey, that they feared disruption from the new breed of agile, data-driven competitors.   Companies like Amazon, Apple, Google & Facebook have achieved extraordinary market cap and market share by being agile, data-driven organizations from the start.

In this key summit designed as a strategy session - Progressive CIOs, Senior Technology, Digital & Innovation executives will learn how they can evolve their company to this new form of agile, data-driven enterprise.  Learn from your peers as they share their key strategies for managing data as an asset to drive both digital transformation and growth:
  • Strategy One:  Treat data like an asset and deploy processes to increase data quality and availability.

    Learn how progressive companies are deploying “Data-Ops” strategies using “Tech-Ops” frameworks, combined with agile methodology and modular architectures to shorten development cycles and deployment frequencies, and compete successfully as a new, agile, Data Driven enterprise.

  • Strategy Two:  Evolving to The Data Driven Enterprise.

    Learn how ALDI transformed their organization from a hierarchical decision making process to a new Data-Driven organization, which will help them continue to successfully compete in the new Data-Driven world.

  • Strategy Three:  Evolving to the new Software and Tech Stack designed for agile, data driven companies.   

    Learn how companies have evolved to a new Software & Tech stack combining modular architectures with the latest in APIs, Data Layers, predictive analytics, microservices, and next generation A-I, cognitive computing, and RPA. This new model drives growth through better decision making and self service to their decision makers and customers!

  • Strategy Four:  Data Privacy and Security.

    All effective data strategies must include effective data privacy and security strategies to protect both IP and customer privacy per increasingly demanding regulatory requirements.

Conference note

We are now booking our keynote sponsors and panels.

Be sure to register now to ensure a seat. These Summits sell out.

Registration is to the right.

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Faculty & Agenda:
Check back for new Faculty and Sessions as they are added.

    Paul Maras, Dir IT North America, ALDI

    Paul Maras, Dir IT North America, ALDI

    Anoop Verma, Director Analytics & Innovation, The Joint Commission
    Amy Solar, Director, Credit Bureau Management, HSBC

    Amy Solar, Director, Credit Bureau Management, HSBC


    Mohammed Owais Nasir,  Sr. Director - IT Strategy & Architecture , Aon Corporation

    Edward Dryer, Senior Technology Strategist, Steadfast

    Edward Dryer, Senior Technology Strategist, Steadfast


    Shawn Rosemarin, SVP & CTO – Global Field and Industry, Hitachi Vantara

    Geoff Marsh, Global Vice President and CTO, Analytics at Hitachi Vantara


    Jorge Zuloaga, Senior Director of Data Sciences, Big Squid Inc.

    Greg Woodard, Principal, Solve


Check back for new sessions as they are added.

Welcome and Introduction

Session I: Industry Expert Presentation

    Edward Dryer, Senior Technology Strategist, Steadfast

    Edward Dryer, Senior Technology Strategist, Steadfast

    With more than two decades of experience in the technology world, Ed’s specialty is turning the 'impossible' into 'the new standard'. When he's not building solutions for you and your clients, he spend his time geeking out over games of all types and teaching his three kids the difference between Star Wars and Star Trek.

Session II: Keynote Panel: Case Studies in Data Driven Success.

Learn why and how a variety of companies chose to change their data strategies and the resulting payoffs from making the change. Whether it's just better decision making process to a more data driven company to monetizing your companies data as an asset, in this important panel you'll learn how area companies achieved success and the challenges they had to overcome along the way.

    Amy Solar, Director, Credit Bureau Management, HSBC

    Amy Solar, Director, Credit Bureau Management, HSBC

    Amy Solar is currently Director of Retail Cards and Unsecured Lending for Credit Bureau Data Management, HSBC US.  Amy oversees all of the Retail unsecured U.S. customer data sent to the Credit Reporting Agencies.  She is responsible for customer data quality sent to the credit agencies, as it is required that data furnishers are only allowed to send accurate data to the credit reporting agencies.  Amy began her career at HSBC in 2003.  Before joining HSBC, she was at PwC Consulting and The Northern Trust Company. Amy holds a bachelor’s degree from University of Wisconsin, Madison and a master’s degree from the Kellogg School of Management at Northwestern University.  She is Consumer Data Industry Association Certified since 2016 and is a Project Management Professional since 2010.


    Moderator: Greg Woodard, Principal, Solve

    Greg is a Principal with Solve, and is based in Chicago, IL. He architects solutions to provide data warehouses, dashboards and visualizations. The goal is data discovery, predictive analytics and reporting across the full breadth of functions within organizations. For the past 25 years, Greg has worked on BI and custom application solutions for Manufacturing, Supply Chain / Distribution, Financial Services, Insurance, Professional Services, Telecom, and a variety of other industries.

Session III: Presentation

    Shawn Rosemarin, SVP & CTO – Global Field and Industry, Hitachi Vantara

    Geoff Marsh, Global Vice President and CTO, Analytics at Hitachi Vantara

    Geoff is Global Vice President and CTO, Analytics at Hitachi Vantara responsible for the leading analytical evangelism, client executive ‘art of the possible’, and external delivery of the Hitachi vision and strategy especially related to analytics, AI, and machine learning. Additionally, Geoff is responsible and frequently contributes to industry publications and events. The topics that he primarily covers are best practices in analytics, big data, IoT, artificial and the role of the CDO. In his role of trusted advisor to the CDO and analytics community, Geoff’s goals is to ensure that clients maximize the value that their data can bring. Prior to joining Hitachi, and for the past 18+ years in the industry, Geoff worked in various industries such as banking, insurance, retail and telco. After leaving industry Geoff moved to the world of consulting where he was the practice leader for multiple large GSI’s working with some of the biggest organizations in the world to truly drive real value from their data. Geoff is a guest lecturer at universities and colleges throughout North Americas.

Session IV: The Evolution and Future of Machine Learning

Data Science tools, from open source libraries to commercial  automated machine learning platforms, are evolving fast.  Current technologies make it easier than ever to prepare data, train and tune predictive models, and put those models into production.  In this talk we will review the evolution of tools in this space and explore how recent developments automate much of the traditional data science work flow. We will discuss what the future of practical data science looks like in the face of these changes and automation.

    Jorge Zuloaga, Senior Director of Data Sciences, Big Squid Inc.

    Jorge Zuloaga got his masters in mathematics from the University of Waterloo in Canada and his PhD in computational physics from Rice University in Houston, TX. His work in computational mathematics and physics has spanned several fields, from particle physics to quantum plasmonics. He has been a visiting researcher at DESY in Hamburg, Germany and at the Institute of Physics, CSIS, in Madrid, Spain. Following his graduate work, he joined the faculty at Rice University where he taught and conducted research. Since leaving academia for a career in tech he has worked for Alliance Health and for Health Catalyst, where he focused on Machine Learning applications in healthcare. He is currently the Senior Director of Data Science at Big Squid, where he develops software to automate Machine Learning and helps companies make smarter business decisions using predictive> analytics.

Session V: Presentation

    Presented by Logicalis

Session VI: Presentation

    Presented by Delphix

Session VII: Case Study/Blueprint: Transitioning to a data driven decision making enterprise.

Given ALDI’s commitment to growth in the US, and the availability of modern tools that turn raw data into business information, decision making processes used internationally for decades suddenly depend on an organizational ability to consistently interpret and utilize this new information.  All easier said than done, and heavily dependent on IT’s ability to work closely with their business partners!

    Paul Maras, Dir IT North America, ALDI

    Paul Maras currently serves as a Director of National IT at ALDI Inc.  He has enjoyed a diverse career over the last 32 years that includes experience as a H.S. mathematics teacher, professional student, Big 5 technology consultant, executive director of a Christian not-for-profit organization, and technology executive in the retail industry.  He holds a BA from Augustana College in Mathematics & Computer Science, and an MS in Applied Mathematics from Michigan State University.  Paul is married and the father of five.

Session VIII: Keynote Panel: Changing your "Stack" and processes to match your Data Strategy

So you've decided to become a more data driven company or even monitze your data to driven new revenue streams. Now what? Learn how executives changed their processes, technology and applications on their journey.

    Mohammed Owais Nasir,  Sr. Director - IT Strategy & Architecture , Aon Corporation

    Mohammed Owais Nasir is an accomplished Technology Strategy leader with core skills in Data Analytics, Enterprise Architecture and IT Strategy. He is currently working as a Sr. Architect Director in the Enterprise Architecture function for Aon Corporation where he also leads Aon's Technology Architecture Board. Most recently, he has been leading the strategy for Aon's Enterprise Analytics Platform that was stood up this year for Aon business units globally and being expanded further. Mohammed is an active member of the Data Management Association (DAMA) Chicago chapter and is a Certified Data Management Professional (CDMP, 2015). Mohammed is based in the Chicagoland area where he acquired his undergraduate and graduate management degrees from Northwestern University. 

    Moderated by Open Legacy

Who Should Attend:

  • CIOs
  • CxOs
  • Chief Innovation Officers
  • Chief Technology Officers
  • Chief Marketing Officers
  • Digital Officers
  • VPs & Directors responsible for driving change


Questions whether you qualify? Please contact Maria Tuthill at (847) 837-3900 x1




Dec 6, 2018
8:00 AM to 5:00 PM

Lake Forest Graduate School of Management
Conway Park
1905 W. Field Court, Lake Forest, IL 60045

8:00 am Continental Breakfast
8:30 am Program begins

Who Should Attend:

  • CIOs
  • CxOs
  • Chief Innovation Officers
  • Chief Technology Officers
  • Chief Marketing Officers
  • Digital Officers
  • VPs & Directors responsible for driving change

Important Note:

*This event is only open to CIOs, Senior Technology Executives, Chief Innovation Officers, CxOs, Digital Officers and their senior team members Director and above.

CIOs, CTOs, and CxOs from established Technology Consulting Firms and Solution Providers may attend and add to the conversation as long as they are NOT in a field sales position.  An established firm is defined as 50 million in revenue or above.

Technology consulting firms, solution providers and other industry service organizations must be sponsors to participate.

Questions? Call Maria Tuthill 847-837-3900 x 1


all fields are required

Contact Information
Please register me for the event and the complimentary VIP Community membership!
The Club offers a Peer Advisory program, which provides a virtual board of advisors of your peers. Gain speed and confidence in your strategies. Build a trusted network you can rely on. Check this box for information.

Pre-registration required.

Must be IT Executive--Director Level or above to attend

Questions? Call Maria Tuthill 847-837-3900 x 1

Professional business-casual attire required.

Final speakers and topics are subject to change.

What Participants Say About
Our Summits

"The Summit was a great day's investment for any CIO/IT leader to heighten knowledge of technology trends and IT leadership insight."
Tom Hupp, VP of IT Young Innovations, Inc.

"I was so inspired I couldn't wait to get back into the office and start changing the world!"
Julie Garnter, Director of Information Systems & Technology, Kenall

"Amazing how Tec pulls in such high quality presenters and panels.  Great job Alex & Maria!"

"I was so engrossed and interested in the program I didn't check my phone or email all day."  

"The depth and breadth of information shared is priceless"

"Mind and career expanding, thank you!" “Very informative"

"Informative and inspiring!"  "Excellent!"  

"Strong content, topics, participants"  "Great education"

"Great, thought provoking session”    "Fantastic leadership insights "

"Good insights and examples of management approaches"

"Good event!  Thought provoking.  I'll attend the next one."

"Outstanding examples and use cases to clarify points" 


Event Sponsors

Open Legacy
Contact Alex Jarett at 1-847-837-3900 x2.


Earn Continuing Educational Credits

Earn certification credits while you learn!

We will provide each attendee with a certificate toward continuing education.

Hotel Accommodations

Hilton Garden Inn Lake Forest Mettawa
26225 Riverwoods Blvd, Mettawa, IL 60045
(847) 735-8374

Holiday Inn Express-Vernon Hills
975 Lakeview Pkwy, Vernon Hills, IL 60061
(847) 367-8031

Hotel Indigo Chicago-Vernon Hills
450 N Milwaukee Ave, Vernon Hills, IL 60061
(847) 918-1400




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