2014 CAO Summit Agenda - October 21, 2014

NOTE: The following is the agenda for the 2014 CAO Summit. For the 2015 agenda, please click here.

7:45 am - 8:15 am -- Registration & Continental Breakfast

8:15 am - 8:30 am -- Welcome Remarks: Setting the Context for the Day

Presented by Jack Phillips, CEO, IIA

8:30 am - 9:20 am -- Opening Keynote: Anatomy of the Analytical Enterprise

Presented by Robert Morison, IIA Lead Faculty Member

In this keynote, IIA Lead Faculty Bob Morison will explore the distinctive elements and capabilities of enterprises with high analytical maturity and accomplishment. He will share pragmatic “litmus tests” that reveal whether an organization has the right components to be counted among the analytical high-performers.

9:20 am - 9:35 am -- Networking Break

9:35 am - 10:25 am -- Balancing Supply & Demand for Analytics

Pamela Peele, CAO, UPMC Health Plan
Facilitated by: Graham Hughes, SAS

Organizations approach building out their analytics programs in different ways. Some start on the supply side, building systems, organizing data and hiring people, then decide which problems to solve. Others start on the demand side and build analytics capabilities only as they can be utilized. And others, take a blended approach. Through years of experience, Dr. Peele will share the lessons from the approach her organization took, and share with us the #1 most important role to have on the team to be sure supply and demand are in balance.

10:25 am - 10:40 am -- Networking Break

10:40 am - 11:30 am -- Succeeding with Analytics in a Federated
Organizational Model

Robert Darin, VP, Enterprise Analytics, CVS Health
Facilitated by: Robert Morison, IIA Faculty

The magic formula for organizing an analytics teams depends on many variables – the culture of the organization, the different needs across business units, and the varying requirements from analytics users. For CVS Health, adopting a federated model has equipped them to leverage assets across different business units, eliminate redundancies, and target highly specific, individual needs across the enterprise.

11:30 am - 12:20 pm -- Networking Lunch

12:20 pm - 1:00 pm -- Presentation of the Third Annual Excellence
in Analytics Award (ANNY)

1:00 pm - 1:50 pm -- Breaking Down The Ivory Tower: The Value of
Applied Analytics in a Complex Organization

Jim Catlin, Consumer Analytics, Modeling, Testing and Data Management Executive, Bank of America
Facilitator: Robin Way, Faculty Member, IIA

In many organizations the impact of analytics on the business is not limited by the availability of data or the analysis itself. The constraints can stem from the way specialized analytics teams and business teams work together. Jim Catlin will share his insights on what is necessary for organizations to harness the full power of analytics in delivering business results – with a particular emphasis on what analytics teams can do to increase their impact. The discussion will explore topics including:

  • While cutting-edge techniques are crucial to building a competitive
    advantage, in many cases doing a superb job of the basics
    can deliver as much value

  • How to align analytics work to business deliverables – and help the
    teams feel that connection

1:50 pm - 2:05 pm -- Networking Break

2:05 pm - 2:55 pm -- Challenging the Limits of Analytics

Mark Shafer, SVP, Revenue and Profit Management, The Walt Disney Company
Facilitator: Jack Phillips, IIA

Analytics is a competitive differentiator at many organizations, especially when leaders are fully committed to innovating and finding new opportunities. At Disney, challenging the traditional limits of analytics has allowed the organization to stay consistently ahead of their competitors. In this conversation, Mark Shafer will share how analytics started at Disney and what they are doing to expand analytics beyond existing applications, grow trust among their guests and challenge historical assumptions.

2:55 pm - 3:10 pm -- Networking Break

3:10 pm - 4:00 pm -- Being Intentional About Culture: Lessons from Zappos

Presented by Jon Wolske, Culture Evangelist, Zappos Insights

Only a handful of firms pay attention to company culture the way Zappos does. Every process, action and customer conversation is governed by a set of 10 fundamental operating principles developed over time by the employees.

Experienced analytics leaders know that brown boxes of data don’t magically produce actionable insights. True success only comes when there is firm-wide acceptance of a data-driven culture. We invited Jon Wolske to reflect on the path Zappos took to build a culture around the core values of the business, and then highlight some the key lessons that Chief Analytics Officers can take back to their environments and put into practice right away.

4:00 pm - 4:30 pm -- Summary Remarks | Adjourn Presented by Jack Phillips, IIA