Competitive Intelligence Intensive 2017 – Chicago (Attendee Page)

This intensive 2-day workshop summit provides attendees a chance to dive deep into areas of executing competitive intelligence, innovation and growth strategies in today’s business world.  Each day begins with a strategic and motivational keynote followed by a combination of deep dive how-to sessions and multiple 2-3 hour intense, interactive workshops that allow attendees to not only learn new strategies, but actually create, strategize and formulate frameworks, plans and actionable solutions to bring to their organization. Attendees will be involved in extensive dialogue and walk away with valuable information, personal growth and useful resources and connections.

We pride ourselves in providing an unmatched learning atmosphere free of exhibitors or software vendors pushing their products allowing attendees to focus on methodology, best practices and strategy that can work within their organization, industry and department. The high level of attendee/speaker collaboration and engagement at the intensive summit truly makes this a unique and favorable offering.

Attendees from a wide range of industry and functional backgrounds make it a goal to attend our educational offerings every year. This broad makeup provides exceptional networking opportunities to enhance attendees’ experience at the event, as well as building lasting relationships for continued learning well into the future.

Competitive Intelligence Intensive 2017 – Chicago (Attendee Page)

  • September 19-20, 2017
  • Chicago, IL
  • $699.00

    Category:

    Product Description

    This intensive 2-day workshop summit provides attendees a chance to dive deep into areas of executing competitive intelligence, innovation and growth strategies in today’s business world.  Each day begins with a strategic and motivational keynote followed by a combination of deep dive how-to sessions and multiple 2-3 hour intense, interactive workshops that allow attendees to not only learn new strategies, but actually create, strategize and formulate frameworks, plans and actionable solutions to bring to their organization. Attendees will be involved in extensive dialogue and walk away with valuable information, personal growth and useful resources and connections.

    We pride ourselves in providing an unmatched learning atmosphere free of exhibitors or software vendors pushing their products allowing attendees to focus on methodology, best practices and strategy that can work within their organization, industry and department. The high level of attendee/speaker collaboration and engagement at the intensive summit truly makes this a unique and favorable offering.

    Attendees from a wide range of industry and functional backgrounds make it a goal to attend our educational offerings every year. This broad makeup provides exceptional networking opportunities to enhance attendees’ experience at the event, as well as building lasting relationships for continued learning well into the future.

    Below is a working schedule of topics and learning objectives at the summit.  Attendees are able to attend any session they wish.


    Complete Schedule

    September 19th, 2017

    7:45am Registration and Breakfast



    8:15am Welcome and Opening Comments



    8:30am Opening Keynote:

    Future of Forecasting and Analytics

    Machine intelligence, cognitive bias, and human nature

    In this keynote, futurist and intelligence analyst Eric Garland explores where the predictive arts are headed as its professionals are faced with increasing computational power, more sophisticated software, and the persistent tragi-comedy of human nature.

    Drawing from 50 years in the history of organization foresight and his own 20 years in the field as an analyst, Garland predicts where forecasting is headed. He claims that Moore’s Law and proliferation of ubiquitous sensing platforms will be the main drivers, and that human psychology will – like always – be the real hurdle to superior leadership.

    In his trademark style, Garland will intersperse predictions about the future of big data and predictive analytics with the most amusing “total fails” in the history of the intelligence profession, just so we keep perspective as we conclude an enriching and challenging Summit.

    Keynote Presenter: Eric Garland – Competitive Futures
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    9:30am 15 Minute Networking and Refreshment Break


    9:45am

    Competitive Intelligence 2.0

    Today, many companies face increased competitive pressure, yet few have resources to support a stand-alone competitive intelligence function.  Competitive Intelligence 2.0 is a framework that you can use to create valuable insights about competitors and identify strategies to drive business growth.  It includes proven, hands-on tips & tools that you can use to develop your own competitive intelligence program on Monday morning.

    Presenter: Judith Schieve – Motorola Solutions
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    9:45am

    Using Big Data to Enhance Demand-Driven Forecasting and Planning

    Using real-time information to sense demand signals and respond quickly to changes in demand

    • Create valuable and actionable insights from large amounts of data
    • Establish demand forecasting and planning processes before any technology adoption
    • Harnessing Big Data to support the identification of new market drivers and key performance indicators that influence consumer demand

    Presenter: Gary Angel – Digital Mortar
    Download Presentation


    10:45am 15 Minute Networking and Refreshment Break


    11:00am

    Forensic Financial Analysis

    Unravel your competitors’ financial statements and zero in on potential financial challenges or new strategic initiatives

    • Key insights into the financial health of your competitors
    • Learn how to identify indicators for irregular financial reporting
    • Better strategic decision making and an enhanced competitive strategy through the analysis of sound financial competitive/market intelligence

    Presenter: Phil Britton – Ulta Beauty
    Download Presentation

    11:00am

    Executing & Implementing Analytics for Success

    Success stories and lessons’ learned in rolling out organization analytics and intelligence in an organization

    In this session, we examine both technological and human elements that are necessary to implement a successful Analytic program across enterprise. The presentation covers an end-to-end how-to for implementing analytic starting from data and analytic strategy to implementation to deployment using real-life experience. Additionally, we analyze various configuration for analytic and data science teams that are most overlooked element that is required for success.

    Presenter: “Sammy” Amirghodsi – Options Clearing Corporation
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    11:00am

    Developing a Collaborative Integrated Planning Process

    Bring strategic planning, finance, supply chain, sales, marketing and product development into a unified planning operating model to drive transformational performance improvement decisions.

    • Harmonize financial and operational processes with customer demand
    • Enable collaborative, cross-functional business decision making across the product lifecycles
    • Deliver cross-enterprise alignment of planning and execution processes to improve predictability and financial performance while managing risk

    Presenter: Pete Alle – Oliver Wight Americas, Inc.
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    11:00am

    FP&A Model in a Strategic Post M&A Transformation Environment

    For any company going through a strategic transformation, specifically a post M&A integration process, FP&A plays a critical role in developing a new organizational design, financial systems and business processes, and performance measurement and reporting. FP&A takes a leading role in helping cross functional business partners understand and connect the different financial and operating procedures and understand the financial implications for best long-term business decisions. During this presentation, we review a specific case study, FP&A role and challenges/opportunities for a new collaboration model.

    Presenter: Olga Corbett – Ace Hardware Corp.
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    12:00pm Lunch


    1:00pm

    Competitive Wargaming and Simulations Workshop

    Develop situational awareness of competitive position

    In the real world, most competitive issues are usually focused on tactical and operational problems or responses to emerging competitive threats rather than “grand strategy” initiatives that require external support and guidance to make actionable. This is why the hottest trend in business wargaming today is “skilling up” teams of internal facilitators with the ability to take on tactician support roles for exercises attacking the following seven (7) business problems:

    • Product Extensions and New Feature Design
    • New Market or Segment Entry with Existing Products and Services
    • Reacting to New Competitors with Asymmetric Market Power or Resources
    • Anticipating Disruptive Threats to your Business Model or Industry Structure
    • New Leadership Changes at Major Incumbent Competitors or your own Company
    • Mergers, Acquisitions and Alliances to Fortify Talent, IP or Product/Feature Development
    • Addressing Shifting Customer Needs/Wants Ahead of Competitor Reactions

    In this workshop, we will introduce these seven specific applications that can be most commonly addressed by internal wargame tacticians. Every master strategist or tactician started out as a novice so, join this exciting presentation and begin your journey toward making wargames and competitive simulations more accessible and actionable in your organization.

    Presenter: Arik Johnson – Aurora WDC
    Download Presentation

    1:00pm

    Aligning Operational and Financial Strategy Through IBP

    Research and practical experience tell us that there is a gap between financial and commercial operations in many businesses.  While S&OP and IBP offer the promise of closing this gap, in many instances, reality does not measure up.  This session provides participants with hands on case studies that help the two groups experience what it is like to be in the other’s shoes and provide practical examples of how these learnings can be implemented in S&OP and IBP.  The first case study helps finances stakeholders understand the operational implications associated with inventory targets within the context of S&OP and IBP; the second case study helps operations stakeholders convert financial strategies using S&OP and IBP as the platform for operational action.  Session participants are provided with all the materials and necessary to assess the two cases using paper and pencil; laptops and tablets are not required for the session.  If you are interested in learning how to bridge the gap between finance and operations this is the session for you.

    Presenter: Kai Trepte – Open Black Box (OBB) Solutions
    Download Presentation

    1:00pm

    Why Analytics Fails

    Finding ways to make analytics effective

    Organizations that do invest in analytics don’t always see the returns they expect. In most cases, that isn’t because the analytics they do is bad. It’s surprisingly challenging to take even good analytics and use it to drive organizational change. People often blame culture for that problem; and they’re right. But culture is notoriously hard to change. In this session, we’ll take a different kind of look at the analytics lifecycle to show how organizations often miss opportunities to do analytics that will actually make a difference. We’ll look at how to make analytics more strategic, more customer-focused, and more germane to executive interests. And we’ll address the why’s and how’s of building culture. Because building culture is MOST DEFINITELY NOT talking about how important analytics is. When it comes to analytics, we’ll delve into how your organization can walk the walk instead of just talking the talk.

    Presenter: Gary Angel – Digital Mortar
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    1:00pm

    Transforming Finance: Leveraging Analytics and Intelligence

    In this session, attendees explore what finance transformation and innovation is and what it means to them. Starting with a common current state basis, we will:

    • Move through finance organizational models to
    • Consider how finance’s role is transforming and
    • Innovate towards the future state of finance

    Presenter: Erin Lavelle – Formerly of Mesirow Financial
    Download Presentation

    2:00pm 15 Minute Networking and Refreshment Break


    2:15pm

    Competitive Wargaming and Simulations Workshop (continued)

    Develop situational awareness of competitive position

    In the real world, most competitive issues are usually focused on tactical and operational problems or responses to emerging competitive threats rather than “grand strategy” initiatives that require external support and guidance to make actionable. This is why the hottest trend in business wargaming today is “skilling up” teams of internal facilitators with the ability to take on tactician support roles for exercises attacking the following seven (7) business problems:

    • Product Extensions and New Feature Design
    • New Market or Segment Entry with Existing Products and Services
    • Reacting to New Competitors with Asymmetric Market Power or Resources
    • Anticipating Disruptive Threats to your Business Model or Industry Structure
    • New Leadership Changes at Major Incumbent Competitors or your own Company
    • Mergers, Acquisitions and Alliances to Fortify Talent, IP or Product/Feature Development
    • Addressing Shifting Customer Needs/Wants Ahead of Competitor Reactions

    In this workshop, we will introduce these seven specific applications that can be most commonly addressed by internal wargame tacticians. Every master strategist or tactician started out as a novice so, join this exciting presentation and begin your journey toward making wargames and competitive simulations more accessible and actionable in your organization.

    Presenter: Arik Johnson – Aurora WDC
    Download Presentation

    2:15pm

    Aligning Operational and Financial Strategy Through IBP (continued)

    Research and practical experience tell us that there is a gap between financial and commercial operations in many businesses.  While S&OP and IBP offer the promise of closing this gap, in many instances, reality does not measure up.  This session provides participants with hands on case studies that help the two groups experience what it is like to be in the other’s shoes and provide practical examples of how these learnings can be implemented in S&OP and IBP.  The first case study helps finances stakeholders understand the operational implications associated with inventory targets within the context of S&OP and IBP; the second case study helps operations stakeholders convert financial strategies using S&OP and IBP as the platform for operational action.  Session participants are provided with all the materials and necessary to assess the two cases using paper and pencil; laptops and tablets are not required for the session.  If you are interested in learning how to bridge the gap between finance and operations this is the session for you.

    Presenter: Kai Trepte – Open Black Box (OBB) Solutions
    Download Presentation

    2:15pm

    Analytics Landscape Evolution

    How neuron nets and deep learning are changing the advance analytic landscape

    The session starts by providing an introduction to one of today’s hottest topic in analytics and the intuition behind this unique technology. The talk covers the various form of Deep Learning architectures while being grounded in practical business approach to make the topic accessible to everyone with some background in analytics. Additionally, several use cases will be covered to demonstrate the use of this technology in an advance analytic setting.

    Presenter: “Sammy” Amirghodsi – Options Clearing Corporation
    Download Presentation

    2:15pm

    Building a High-Performing Finance Team

    Create a highly adaptive team while fostering a culture of creativity and innovation

    • Develop an effective financial data management system that promotes stewardship and governance
    • Streamline financial data to make advanced analytics available to a broader audience throughout the organization
    • Create a framework that aligns reporting and analytics to organizational objectives
    • Organize FP&A teams to ensure efficiency in the analytics and reporting processes

    Presenter: Christopher Gortzig – Formerly of Sodexo
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    3:15pm 15 Minute Networking and Refreshment Break


    3:30pm

    Competitive Intelligence Battlecards

    At its core, a battlecard is a tool for helping sales teams win the hearts and minds of their prospective customers. Unfortunately, the battlecard author loses sight of this purpose, leading to reports that fail the “so what” test. This session exposes two common problems with battlecards, “digestion” and “implementation”, and provides real-world techniques for making information “scannable” and “actionable”. This session then examines the value of aligning objection handling with buying criteria developed from Win-Loss interviews to yield concrete, useful recommendations to help sales teams deflect customer interest in a competitor’s strengths and focus customer attention on a competitor’s weaknesses.

    Presenter: Eric Kuhnen – Focal Partners
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    3:30pm

    Demand Planning Systems: How to identify Core Features?

    • Identify the need for a demand planning platform
    • Determine how the software fits in with the overall supply chain/IT strategy/journey
    • Differentiate the CORE features in different systems
    • Provide examples of implementation

    Presenter: Miguel Gallardo – Factors Group of Companies
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    3:30pm

    Enhancing the Customer Experience with Big Data’s Tools and Techniques

    Identify and target the most profitable potential customer segments

    • Increase lifetime customer value
    • Identify and target the most profitable potential customers
    • Utilize a variety of data to develop a more complete view of each consumer and make more optimal decisions and offers that lead to conversions
    • Improve the customer experience at every decision point while maximizing profitability and boosting business efficiency

    Presenter: Sean Naismith – Enova Decisions
    Download Presentation

    3:30pm

    FP&A: Creating Value Through Insight

    Leverage financial planning and analysis to provide true business impact

    • Leading insight generation and align business to the data and understand what impact it has on the organization
    • Becoming the strongest influencer by supporting executives with data and then guiding the organization through times of uncertainty
    • Effectively translating the organization’s strategy into action, ultimately driving business success and shareholder value

    Presenter: Matt Borneman – AIT Worldwide Logistics
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    4:30pm Networking Reception


    Day 2 – September 20th, 2017

    7:45am Registration and Breakfast



    8:15am Welcome and Opening Comments



    8:30am Opening Keynote:

    Process, Growth & Innovation

    Gain perspective on innovative intelligence and growth frameworks, new product development processes and discover how to best find success

    • Using intelligence methodologies to gain critical insights
    • Pre-launch innovation and creative market testing insights
    • Communicating value, managing process change and transitions from standard business and product development models

    Keynote Presenter: Dr. Craig Fleisher – Aurora WDC
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    9:30am 15 Minute Networking and Refreshment Break



    9:45am

    Competitive Product Benchmarking

    Implications for Portfolio Lifecycle Management

    • Identifying differences in competitors product or service
    • Provide a relevant benchmark analysis
    • Establish a framework for analysis of opportunities (cost analysis, partnerships, etc)

    Presenter: Bill Myers – ISCO International
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    9:45am

    Rapid Design & Prototyping

    Visualizing digital experiences to validate requirements and accelerate the design & development process

    • Prototyping Methodology & Process
    • Art of the Possible & Design Thinking Case Studies
    • Prototyping for digital and physical experiences

    Presenter: Chris Okamoto – Infosys
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    10:45am 15 Minute Networking and Refreshment Break



    11:00am

    Leveraging Social Media, including LinkedIn, as a Competitive Intelligence Tool

    Explore techniques and approaches to gathering and making usable analysis from the ever-changing social web
    Presenter: John Barker – Wolters Kluwer
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    11:00am

    Maturing Your Design Capability

    Learn how investing into your organization’s design capability can provide long term competitive and organizational value and greater opportunity for innovation
    Presenter: Jason Ulaszek – Inzovu
    View Slidedeck

    11:00am

    Product Lifecyle Management

    Strategies encompassing the intersection of research, engineering and product management
    Presenter: Eric Kuhnen – Focal Partners
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    12:00 Lunch



    1:00pm

    Embedding Competitive Intelligence in Company Culture

    Intelligence professionals have been taught for decades that they must be involved in every strategic decision and attend every executive meeting. Old school principles like this were created by people who wanted to boast their egos, not positively influence change. It is time for a new era of intelligence professionals who not only utilize all the talent and knowledge around them to build better analysis, but to also disseminate their findings. You’ll leave this session convinced that embedding intelligence into the culture of the company is the most effective and efficient way to influence decision makers at all levels.
    Presenter: Alysse Nockels – Sedulo Group
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    1:00pm

    Predictive Modeling Techniques Workshop

    Taking data analysis to the next level through predictive planning

    • Capitalizing on predictive analytics to improve product launch, growth and full lifecycle planning
    • Apply simple modeling and forecasting techniques to spot opportunities and inefficiencies in product planning
    • Forecast product growth and using scenario planning to plan for external market variables

    Presenter: Kai Trepte – Open Black Box (OBB) Solutions
    Download Presentation

    1:00pm

    Product Introduction Innovations

    Execute a creative, timely and successful product launch strategy

    • Connect the dots from R&D through post-launch which a comprehensive launch roadmap
    • Pre-launch innovation and creative market testing insights
    • Collaboration techniques that encourage buy-in from all stakeholders

    Presenter: Cory James Hohs – HAAS Alert
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    2:00pm 10 minutes Networking and Refreshment Break



    2:10pm

    Essential NPD & Competitive Analysis Methods and Tools Workshop

    Exploring multiple methods and tools to support the ongoing intelligence and innovation needs of your organization

    This workshop uses mini-case studies of well-known companies and industries to give you a helpful tour of the dozen essential techniques that your organization must be able to exploit. We’ll look briefly at methods like competitor profiling featuring the four corners, driving forces analysis, industry analysis featuring the nine forces, PLC, scenario analysis, and STEEP among the others that you should know to support the ongoing intelligence needs of your analysts and decision needs of your executives.

    • Develop an understanding of the need to support analysis activities occurring throughout the organization
    • Gain basic exposure to the top 12 essential analytical techniques
    • New Market or Segment Entry with Existing Products and Services
    • Pre-launch innovation and creative market testing insights
    • Communicating value, managing process change and transitions from standard business and product development models

    Presenter: Dr. Craig Fleisher – Aurora WDC
    Download Presentation

    2:10pm

    Predictive Modeling Techniques Workshop (Continued)

    Taking data analysis to the next level through predictive planning

    • Capitalizing on predictive analytics to improve product launch, growth and full lifecycle planning
    • Apply simple modeling and forecasting techniques to spot opportunities and inefficiencies in product planning
    • Forecast product growth and using scenario planning to plan for external market variables

    Presenter: Kai Trepte – Open Black Box (OBB) Solutions
    Download Presentation

    2:10pm

    Establishing Innovation: Infusing you culture with a counter intuitive mindset

    Learning to look at your team, your problems and your business with new eyes
    Presenter: Erin Overly – Global Marketing Innovator
    Download Presentation



    3:10pm 5 minute Networking and Refreshment Break


    3:15pm

    Essential NPD & Competitive Analysis Methods and Tools Workshop (Continued)

    Exploring multiple methods and tools to support the ongoing intelligence and innovation needs of your organization

    This workshop uses mini-case studies of well-known companies and industries to give you a helpful tour of the dozen essential techniques that your organization must be able to exploit. We’ll look briefly at methods like competitor profiling featuring the four corners, driving forces analysis, industry analysis featuring the nine forces, PLC, scenario analysis, and STEEP among the others that you should know to support the ongoing intelligence needs of your analysts and decision needs of your executives.

    • Develop an understanding of the need to support analysis activities occurring throughout the organization
    • Gain basic exposure to the top 12 essential analytical techniques
    • New Market or Segment Entry with Existing Products and Services
    • Pre-launch innovation and creative market testing insights
    • Communicating value, managing process change and transitions from standard business and product development models

    Presenter: Dr. Craig Fleisher – Aurora WDC
    Download Presentation

    3:15pm

    Experience Design Communication

    The evolving challenge of communicating interaction design

    • Evaluating pro’s and cons of techniques including wireframes, comps, and prototypes
    • Tools and approaches to that can allow teams and users collaborate more effectively with less fidelity
    • Exploring the common hurdles and assumptions of experience design thinking

    Presenter: Michael Dain – Aquent
    Download Presentation



    4:15pm 15 minute Networking and Refreshment Break


    4:30pm Closing Keynote:

    Collaborative Analytics and Insights to Unite Strategy & Innovation

    Applying market segmentation and intelligence to innovate, grow and gain a competitive advantage

    • Enhancing your product roadmap with an intelligence roadmap for a clearer picture of market forces and to better identify growth areas
    • Multi-stage closed loop management system for strategy execution
    • Better understand customer and user demand and signals to identify disruptive innovation opportunities

    Keynote Presenter: Arik Johnson – Aurora WDC
    Download Presentation

    5:30pm Adjourn



    Featured Presenters:

    Here is a partial list of previous presenters:


    Hotel / Venue

    The summit will take place at:

    W Chicago – Lakeshore

    644 North Lake Shore Drive
    Chicago, IL 60611
    312-943-9200
    Map It

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    Surrounding Area and Transportation Options

    On the shores of Lake Michigan, just steps from Michigan Avenue. This luxury hotel has always been the hottest gathering spot in Chicago. Here, urban energy collides with a glamorous escape; tall shadows of the looming skyline cascade onto the glittering waters of Lake Michigan, reflecting and revealing layers of the city’s architectural ingenuity.

    Transportation From the O’Hare International Airport and Midway Airport:

    The best way to arrive is via the elevated train (or as the locals call it the “L”).   You can also use a taxi, but duration will greatly vary depending on traffic.

    O’Hare International Airport: Take the Blue line from O’Hare to the Red line at Clark & Lake. From here use a taxi for a quick ride to the W Chicago Lakeshore.

    Midway Airport: Take the Orange line from Midway to the Red line at Clark & Lake. From here use a taxi for a quick ride to the W Chicago Lakeshore.