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Fairfield-Westchester 2009 Monthly Programs

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January 15 - "Improv” for IT Executives - Jim Tosone, Pfizer Inc.

About the Program
IT practitioners are more than ever called upon to improvise in rapidly changing environments. Improv skills and techniques can help make you more successful in unplanned situations by enhancing your creativity, collaboration, and communication capabilities in unique ways. During this program, the audience will participate in a set of Improv games designed to develop these capabilities in a fun, interactive, low-pressure setting. Each game will include a discussion of the learnings from the game and how to apply them in the workplace.

About the Speaker
Jim Tosone is a graduate of The Second City Training Center and has performed with the Improv group "Demented but Mobile” at New York City venues such as Players Theatre, Music Theatre Works, and The Comedy Cellar. He has conducted workshops for groups including Chubb & Sons, Pfizer Inc, the CIO Forum, the SIM Advanced Practices Council (APC) and Regional Leaderships Forums (RLF), and Toastmasters District Conferences. Jim is a SIM RLF graduate and sponsor and VP of SIMI Programs for the NY Metro Chapter.

Portals/0/Content/Chapters/Fairfield - Westchester/Documents/Improv - FW Jan 2009 - Edited.ppt

February 12 - Financial Crisis 2008-2009: What’s next and where’s the opportunity?

Speakers: Bill Pelzar, Regional VP, Gartner Executive Programs and Bart Stanco, VP & Executive Partner, Gartner Executive Programs
Moderator: Greg Fell, CIO, Terex Corporation

About the Program
What you as a CIO, CTO, or IT leader need to know to better prepare yourself and your company for the next phase of the ongoing world financial crisis.
Greg Fell, CIO, Terex Corporation, will facilitate an engaging session with Gartner EXP thought-leaders Bart Stanco and Bill Pelzar. This highly interactive session will discuss the issues that many IT organizations are facing today and will explore how some are dealing with them. Hear about successful leadership methods and approaches that are being applied in today's environment. Discuss the importance of effective expectation setting and ways of dealing with the needs of your CEO and executive team during this extremely challenging economic period.
Audience participation is highly encouraged, as questions and commentary from the floor will be an important part of the evening’s format. This is the monthly presentation you can't afford to miss.

About the Speakers
Bill Pelzar brings more than 20 years of experience to the business, having lead large IT organizations with responsibility for strategy through development, on a range of complex initiatives and programs within the commercial and government sectors.
Before joining Gartner, Mr. Pelzar served as SVP and CIO for the College Board, the largest educational products, testing, and financial services company of its kind. There, he was responsible for all aspects of IT and for driving business strategy, including development of online information products and support systems for the SAT, PSAT, AP, Profile and other academic testing and financial products.
Earlier, Mr. Pelzar was SVP and CTO for Thomson Scientific, Reference & Healthcare, a $1.25 billion vertical-market group within the Thomson Corporation. There he was instrumental in redefining the strategy for this large professional information business to transition to a common platform that accelerated the development of online products focused on the specific roles of various healthcare industry professionals, institutional researchers, and other end users.
Prior to Thomson, Bill held several executive-level technology management positions for Grumman Aerospace on NASA's Space Station Program, with Primark within the TASC and Disclosure business units, and at the University of Maryland.

Bart Stanco is responsible for establishing relationships with key executives in strategic Gartner accounts, providing business and technology strategy advice. Bart functions as a trusted advisor, coach and senior consultant to some of Gartner's largest global clients on topics including the CIO role itself, board of directors/executive management, strategy, innovation, organization/sourcing, process optimization, architecture and governance.
Mr. Stanco has more than 25 years of experience in the communications and IT industry. In his previous position at Gartner, Mr. Stanco was the CIO, responsible for all aspects of the internal IT systems, including application development, communication, Web development for internal applications, production systems, IT system operations, IT asset acquisitions and leasing, and the portfolio management development of a comprehensive, three-year IT plan. Before his tenure as CIO, Mr. Stanco was the group vice president and research area director for networking and communications-related research at Gartner. He was named Analyst of the Year three times.
Prior to joining Gartner, Bart worked for Executone Information Systems, where he held several senior management positions in marketing and product development.

Portals/0/Content/Chapters/Fairfield - Westchester/Documents/Gartner SIM Feb2008.ppt

March 19 - Agility and Scrum: Management Power and Responsibility

Portals/0/Content/Chapters/Fairfield - Westchester/Documents/FWSIM March 19-2009 Agility and Scrum - Jim Coplien.pdf 

Panelists: Jim ("Cope”) Coplien, Software Architecture & Agile Consultant, Scrum Training Institute
Fred Grossman, Ph.D., Professor of Computer Science & Information Systems, Pace University
Joe Bergin, Ph.D., Professor of Computer Science & Information Systems, Pace University
Joe Mazzeo, Founder & Managing Partner, Crossfire Consulting

About the Program
In the current software project management market, all that glitters is Agile and Scrum, they are being heralded as the cost-saver that will bring companies safely through the crisis. The common understanding of Agile and Scrum is that the benefits come from empowering the development team to take control: to be "self-organizing,” to be able to work undisturbed by management, to have total control over the estimates that drive schedules. That’s fine for humble improvements on the order of "doubling” productivity. You can get other humble improvements just by changing the color of the lights in the room. However, Scrum has a more ambitious vision of one or two "orders of magnitude” of improvement. The key lies in kaizen: where management takes final responsibility for continuous process improvements, removing impediments in the team’s way. We will look at serious failings in the empowerment metaphor, and how Scrum finds a place for management to accelerate the team through their own meta-Scrum.

Following the presentation by Jim ("Cope”) Coplien, an interactive panel discussion will commence providing attendees the unique opportunity to discuss Agility and Scrum with Cope, Professors Fred Grossman and Joe Bergin of Pace University, and Joe Mazzeo, founder and managing partner of Crossfire.

About the Speakers
Jim ("Cope”) Coplien is a well-known industry speaker, author, motivator and innovator. He is a Software Architecture and Agile Consultant at Gertrud & Cope in Denmark, and at Scrum Training Institute. He has a 30-year history as an "early adopter” and innovator behind strategic software innovations: his C Idioms book was one of the major sources for Design Patterns; his work on Organizational Patterns was one of the foundations of the structural components of eXtreme Programming (XP) and was the inspiration for Daily Scrums. He has written critically acclaimed books in areas as diverse as C programming, software design, and organizational design. His current professional focus areas include Lean software architecture, highlighting the challenges of test-driven development, and Scrum process improvement using Organizational Patterns. His current day-to-day work includes architecture reviews and enabling organizations work more effectively in lean economic conditions through process improvement and reduction of waste. He holds a B.S. in Electrical and Computer Engineering, an M.S. in Computer Science, both from the University of Wisconsin, and a Ph.D. in Computer Science from Vrije Universiteit Brussel. He lives with his wife and son in Mørdrup, Denmark. When he grows up, he wants to be an anthropologist.

Fred Grossman, Ph.D. has been a Professor of Computer Science and Information Systems for more than 30 years, and has been involved in software development for 40 years. He is Program Chair of the Doctor of Professional Studies in Computing in the Seidenberg School of Computer Science and Information Systems of Pace University. His principal research interests are in software engineering, agile methodologies and processes, automated systems development and programming, very-high-level language design, and the integration of information systems and organization strategies. He has trained and coached agile teams in academic and industrial settings, and is a certified ScrumMaster. He has, with Joe Bergin, run agile and XP workshops various conferences — Agile, OOPSLA and CASCON. Fred has been active in the software industry as a founder and Board Director of the New York Software Industry Association, has started several software companies, and has extensive consulting experience in computing and information technology. Dr. Grossman has a B.S. in Mathematics from Polytechnic University, a M.S. in Mathematics from New York University Courant Institute, and a Ph.D. in Computer Science from New York University Graduate School of Engineering.

Joe Bergin, Ph.D. is an educator and practitioner with over 30 years experience, including OO, and agile practice and consulting. He is a frequent participant at agile development conferences. He has, with Fred Grossman, co-led workshops at OOPSLA and CASCON on XP. He uses XP in the classroom and has developed exercises as an outgrowth of the Extreme Hour, needing something that can cover more of the practices, but still possible to do in a day. He is the author of four textbooks on object-oriented programming. In addition he is an active pattern writer, with many papers (co-authored) on pedagogical patterns. One current project is a pattern language for agile development, including all of the well-known advice as well as solutions to some common pitfalls. Joe earned his B.A. in Mathematics from Loyola-Marymount University, his M.A. from Kansas University and his Ph. D. from Michigan State University in Mathematics with a specialty in Classical Real Analysis. Effective teaching is one of his life goals and he believes in agile approaches to achieve this.

Joe Mazzeo is the Founder & Business Development Lead at Crossfire Consulting and 6 other companies with annual revenues in excess of $50 million — all started since 2000. As a serial entrepreneur, Joe leverages over 40 years of experience in computing, telecommunications, accounting, investment management, and financial systems. Joe has served as a Chief Financial Officer, Chief Marketing Officer, and Chief Executive and Strategy Officer in NYSE- and ASE-listed companies. Previous positions include leading a Fortune 500-size company’s marketing organization, leading a major sales force in the international data communications business, and consulting on a wide variety of telecommunications and information security projects for Fortune 50 companies. Joe is consistently called upon for venture analyses, acquisition studies, and investment recommendations. Joe received his B.B.A. in Management from Bernard Baruch College and his M.S. in Investment Management from Pace University. He is a Certified Public Accountant and is working to complete his doctorate in Computer Science from Pace University.

April 16, 2009 - Leading Fearless Change - Mary Lynn Manns, Ph.D., Associate Professor, University of North Carolina at Asheville

About the Program
You have great ideas to bring into your organization, but often struggle to make them happen. Unfortunately, those who want to introduce change are not always welcomed with open arms. Mary Lynn Manns has co-authored the popular book, Fearless Change: Patterns for Introducing New Ideas, which documents successful strategies of change leaders around the world. You can learn how to influence others, overcome adversity, and encourage people to become so involved and interested in your ideas that they really do want to change. Bring your frustrations! You will hear solutions to the roadblocks that enable "powerless leaders” to fearlessly lead change in their organizations.

About the Speaker
Mary Lynn Manns, Ph.D. is an Associate Professor at the University of North Carolina at Asheville where she was on the faculty in the Department of Computer Science for 18 years and is now in the Department of Management. As the co-author of the book Fearless Change: Patterns for Introducing New Ideas, she has done numerous conference, academic, and industry presentations on the topic of leading change. Mary Lynn was also the conference chair for Agile 2007

Portals/0/Content/Chapters/Fairfield - Westchester/Documents/Fearless Change SIMApril2009.ppt

Local Connections on Global Issues - April 22, 2009
The Roosevelt Hotel, New York, NY

Visit for complete program details. You may also call 800-355-0246 or email at to process your registration.

About the Event:
Seizing opportunity in these turbulent times will differentiate those companies that can adapt and thrive from those destined to falter.  As CIOs and senior IT executives, you stand at the center of the current economic storm. Your ability to understand and strategically position technology, processes and solutions can drive your company’s ability to harness major economic forces such as globalization, socialization and IT/business convergence. 

With such unprecedented forces at play, IT executives need targeted, actionable advice and tactics that take regional issues into account.  That’s why the New York Regional Leadership Council, CIO magazine and our partners, the New Jersey and Fairfield/Westchester chapters of the Society for Information Management (SIM), have created the CIO Perspectives Forum.

This one-day regional event was designed by your peers to tackle the most relevant challenges facing senior IT leaders in New York.-area enterprises.

This invitation-only event will offer ground-breaking ideas and networking opportunities in sessions such as:

Successful Outsourcing Strategies for Times of Economic Instability
In this session, an IT attorney with extensive experience negotiating and structuring outsourcing transactions will talk about ways to decrease risk during economic turmoil, leverage existing conditions in the economy and ultimately increase flexibility in structuring your sourcing deals.

CIO Executive Council Workshop
Hosted by the CIO Executive Council, this peer-to-peer advisory session will offer fresh perspective on your toughest challenges and provide a small-group environment for in-depth discussions. Participants select from a range of topics such as "Influencing business stakeholders,” "Leveraging social networking for enterprise collaboration,” "Recession planning and business continuity,” and many more.

Web 2.0 and the Next Generation of Customers: New Research from the Financial Industry
IDC's Dave Potterton will unveil recent results from an exclusive Financial Insights Web 2.0 survey of 78 financial institutions. He'll highlight the types of social computing projects currently under way and provide specifics on how banks are using these technologies to attract new 20something clients. While drawn initially from financial services, this latest Web 2.0 research promises to have broad applicability to other industries, as well.

Our audience consistently rates peer-to-peer networking opportunities as one of the top reasons they attend CXO Media events. To that end, all attendees must be senior level executives (i.e., CIOs, CSOs, CISOs, VPs, etc.) or equivalent involved in the purchase, evaluation or recommendation of IT products/services. As such, analysts, venture capitalists, sales, marketing and consulting positions from non-sponsoring vendor companies outside of SIM New Jersey and SIM Fairfield/Westchester do not qualify for attendance.  Additional criteria for qualification are available upon request.

May 21 – Burning Tree CC – 2012: The Invisible Data Center – Yuri Aguiar, Senior Partner & Chief Information Officer, Ogilvy & Mather Worldwide

About the Program
Cloud computing and its impact on modern-day computing seems to dominate almost every technology publication and event. We’ve all heard about it, probably done a search on it, and come up with five different answers.

This discussion will not focus on technology, but rather the context in which we operate today and the complexity of running our businesses. Our internal audiences are changing, our clients are looking for cost effective business solutions, and our managers look to IT to deliver on both ... with less. We will cover the three key elements of cloud computing and the potential fit for different businesses within this context.

You are a technology leader: Where do you start? Is it right for you?

Join this thought provoking and lively conversation in the company of like-minded technology leaders.

About the Speaker
Yuri Aguiar is the Chief Information Officer at Ogilvy & Mather Worldwide, one of the world’s largest advertising agencies. As the CIO, Mr. Aguiar has been intimately involved with the research and deployment of emerging technologies among numerous other responsibilities. He believes that the biggest challenge is to preempt the need for special technologies, find them and then develop them for large scale deployment.

He has won awards for innovation from Information Week and Computerworld. In 2005, he was selected as a Premier 100 IT Leader and was a finalist in the Computerworld Honors Program in 2007. In March 2008 he was an honoree in CIO magazine’s ‘Ones to Watch’ awards.

Yuri is a strong believer in small efficient teams of independent thinkers who are willing to challenge the status quo. A Bachelor of Science with a Physics Major, he has worked almost every aspect of IT in a truly international fashion over his 18-year career. His roles have ranged from application development and networking to global technology strategy.

Once a professional musician among various other hobbies, he aims to address some unique technology challenges in 2009.

June 25 — Stamford Yacht Club: Maximizing Your Executive Presence – Mary Jo Greil, President, Carson Greil Group, LLC

About the Program
"To every person there comes in their lifetime that special moment when they are figuratively tapped on the shoulder and offered the chance to do a very special thing, unique to them and fitted to their talents. What a tragedy if that moment finds them unprepared or unqualified for the work which could be their finest hour.” — Winston Churchill

"When you’re finished changing, you’re finished.” — Benjamin Franklin

What is it about a leader that captures your trust and incites action?

"Leadership presence is the assessment others have of our capacity to act powerfully and skillfully in the present moment.” This quote from Richard Strozzi-Heckler, president of the Strozzi Institute, is the focus that Mary Jo Greil will be bringing to the chapter meeting program. Mary Jo has been on the executive board of SIM for many years, and she has recently completed the masters coaching certification from the Strozzi Institute. The foundational work of the Strozzi Institute has been used for leadership development for the Navy SEALs, the Army Special Forces and Marine Corps over the last twenty years. Through group participation, Mary Jo will be introducing a leadership practice that can produce proven results. Takeaways include: a leadership development framework, a leadership practice, and deepened relationships among participants.

About the Speaker
Mary Jo Greil, EdD is president of the Carson Greil Group, LLC, which provides executive coaching, leadership development, and organizational effectiveness consulting across multiple industries. The Group offers leading edge approaches through customized services leveraging the client’s talents and strengths.

Drawing upon more than 20 years of senior information technology management and leadership development, Mary Jo’s work includes a start-up business, midcap, and a Fortune 50 company in a diverse set of industries spanning manufacturing, healthcare, and forest products. She has facilitated large-scale business change efforts across corporate divisions throughout the North America and Europe. As Sector Systems Manager for a $7 billion sector of International Paper, she directed a combined leadership development/organizational business change effort directly involving more than 6,000 employees over three years.

Mary Jo has received national recognitions, including Top 100 Women in Computing. She has been an international speaker at multiple management conferences and will be presenting this spring at the International Positive Psychology Association World Congress.

Giving back to others is also important to Mary Jo. Through launching Imagine Memphis, a community initiative, she has catalyzed an intergenerational network to imagine a vital future for Memphis. She founded and was president of the SIM Memphis chapter and has been a member of the SIM International Executive Board for several years, including VP-Issues Advocacy, VP-Marketing, and VP-Membership.

Mary Jo holds a doctoral degree in Management Information Systems and has two masters. In addition, she has completed certificate programs from the masters of Peter Senge (Systems Thinking), David Cooperrider (Appreciative Inquiry), Robert Kegan (Immunity to Change), Frederic Hudson (Executive Coaching), and Richard Strozzi Heckler (Embodied Leadership).

July 29 — Eighth Annual FW SIM Summer Clambake, Greenwich Point Clambake Area, Shore Road, Old Greenwich, Connecticut 06870

About the Program
Something big is up! Fairfield-Westchester SIM presents our SIM members only Summer Clambake. Come join us for our annual clambake. This is our members’ favorite and most enjoyable event of the year. Don’t miss it!
The cost per member is only $50.00, but as a thank you and added value for your SIM membership, members may bring one guest, courtesy of the chapter. Additional guests are $50.00 each. Attendance is limited to 75, and preference will be given to FW SIM members in case of over-subscription. Please don’t delay in making your reservation. If you are not yet a member, contact Rhona Kannon for information.

The clambake menu includes lobster or chicken, clams, mussels, corn, and sodas. Please RSVP your preferred menu choice by indicating your name, your guest’s name, and menu choice (lobster or chicken) for each. Lobster will be provided for you/guest if you do not specifically request chicken. Your reservation should also indicate your town of residence, as the chapter must pay more for non-Greenwich residents.

September 17 — Burning Tree Country Club in Greenwich Greg Fell, CIO, Terex Corporation, The World Café on Transformational Leadership & Chapter Development

About the Program
The FW SIM board invites you to take part in a highly interactive session — A night in Paris at The World Café. This meeting will discuss the qualities and beliefs it takes today to be a "Transformational Leader,” and how we can transform both our work organizations and our SIM Chapter, to deliver more value to our customers and members, respectively.

This session will be lead by Greg Fell, CIO of Terex Corporation, and the FW SIM Executive Committee. You will be an active participant in engaging roundtable sessions where you and your peers will discuss the key areas one must master to be a "Transformational Leader” in today’s business/technology environment, and what we must do to bring our Chapter to the next level. Your attendance and participation is requested to make this session of high value to the attendees and our Chapter’s development.

The Process: During your evening at The World Café, tables will be set with a facilitator and specific topic for discussion. You will have an opportunity to self-select the "table topic” you want to discuss. Your table facilitator will lead the (25 minute) discussion and scribe the findings to be read out at the end of the evening. You choose three topics. There will be a 10 minute break after each discussion for you to rotate to your next table/topic. 
The session is meant to be fun and informal, and to inspire your vision for yourself, and our Chapter. Read more here about The World Café. 

To accommodate the highly interactive session, our usual networking will run from 6-6:30 PM. After Chapter business, Greg will set the stage for The World Café. Dinner will be buffet style and will be available during the discussion periods. A final review of the findings will be done at the end of the evening. 
Don’t miss this highly engaging session as we look to raise the level of our leadership skills, and to shape the direction of our Chapter.

The Transformational Leader - Transforming IT into a Highly Valued Business Partner
October 27, 2009 - The Stamford Plaza Hotel and Conference Center, 7:30 a.m. - 5:30 p.m.

This one day event is designed exclusively for CIOs/IT leaders, CEOs and CXOs from the greater Stamford, CT area and surrounding states.

Plan now to attend the CIO Executive Leadership Summit.  It's not the usual CIO conference.  This is a high value event you will not want to miss.  Last year's CIO Summit had more than 300 attendees, who raved about the event for its knowledge sharing, discussions and networking opportunities.
Are You a Transformational Leader?
At leading regional and global corporations, turnaround experts of a different kind have started to take the technology helm as transformed business processes become a competitive advantage – and even a matter of survival. Such transformational CIOs are usually charged with leading cultural change to enable re-engineering of business processes across the enterprise. They typically have a strategic technology vision as well as a deep understanding of the various businesses within the business, and of the competitive landscape outside the business.

With the addition of leaders who possess a deep understanding of the business and the competitive environment, true technological change becomes possible. But who are such transformational executives, how do they do it and how do I gain the skills needed to become such a leader?
Some of the other subject areas include:
• The role of the CIO in the eyes of the CEO and C-Suite.
• Business/IT strategy convergence and governance best practices.
• Spearheading business innovation. Creating an innovation environment.
• Career Management (your own and/or your employees).
• Creating revenue and improving profit while creating competitive differentiation.
• Developing the next generation of leaders.
• Emerging technologies (monitoring and piloting).
Join us on October 27th to find out!
For more information, visit the web site at:

For Summit presentations, visit the web site at:

November 19 — Doral Arrowwood — Breakthrough Innovation without Breaking the Bank

About the Program

Putting innovation on hold in tough economic times isn’t an option. Ideas for new products, services, and business models as well as improved processes for doing more with less are essential. Moreover, tougher times create greater receptivity to out-of-the-box thinking. But resources for innovating are increasingly scarce. CIOs and other executives must find ways to enable breakthrough innovation on a budget.

SIM’s Advanced Practices Council (APC) members have been learning how to enable breakthrough innovation even on a budget from leading researchers and other thought leaders. In this presentation, Madeline Weiss, APC director, will share the highlights of what APC members have learned.

Topics to be covered include:

  • Creating a culture of innovation
  • Leveraging networks to identify innovative solutions
  • Managing costs and risks
  • Executing to capture value

About the Speaker

Madeline Weiss is director of SIM’s Advanced Practices Council, a research-based forum for senior IT executives looking for leading-edge insights into leveraging IT for corporate competitive advantage. She is also president of Weiss Associates, Inc., a consulting firm specializing in organizational strategy and change, especially as they relate to information services and technology. With more than 30 years experience, Dr. Weiss consults to global businesses (many in the Fortune 100), and international development and governmental organizations.

Madeline’s service to SIM began in 1982 as president of the Capital Area chapter of SIM. She then served on the SIM Board as vice president for communication. In addition to directing the SIM Advanced Practices Council, she is a facilitator of the SIM Mid-Atlantic Regional Leadership Forum.

She speaks frequently at corporate, non-profit, and professional learning events and has been published widely in both the business and IT industry press. Open Computing magazine listed her as one of the top 100 women in computing.

Portals/0/Content/Chapters/Fairfield - Westchester/Documents/FWSIM November 19-2009_Breakthrough Innovation by MadelineWeiss.pdf

December 9 — Stamford Yacht Club — Holiday Party

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