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Fairfield-Westchester 2011 Monthly Programs

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November 17th Chapter Meeting - THE "CONSUMERIZATION' OF IT

Time: 6:00 PM until 8:30 PM
Place: Doral Arrowwood

About the Program

Stephanie Moore, Principal Analyst and Vice President, Forrester Research, will present "the Consumerization of IT" and the CIO/ IT leaders role in mobile, social, cloud and security. She will explore how the broad-based use of technology at home has dramatically changed the expectations of IT from executives in the C-suite and what CIOs need to do about it

About the Speaker
Stephanie has been with Forrester for 14 years, having come to Forrester through its acquisition of Giga Information Group. At Giga, Stephanie was a vice president and research leader, focusing on application development, IT services, and global sourcing issues.

Prior to joining Giga, Stephanie was an analyst at Atelier Research, where she specialized in software application development technologies, business process re-engineering tools, and legacy migration topics. Previously, she was a research associate at New Science Associates, a Gartner Group company, where she was responsible for vendor and product analysis.

Stephanie has written hundreds of reports on technology and global sourcing issues. She is quoted frequently in mainstream and industry publications such as CIO, The New York Times, The Wall Street Journal, USA Today, and Computerworld. She has appeared on CNBC, Fox News, and numerous radio talk shows, and she has been a technology consultant for ABC News.

An accomplished public speaker, Stephanie also has delivered keynote speeches at many events, including Forrester's own Executive Forum, Technology Leadership Forum, and European IT Leadership Forum
Registration Note: If you have dietary restrictions or require special meeting accommodations, in addition to completing the online registration form, please send an e-mail to and clearly specify your dietary restrictions (vegetarian, etc.) or required accommodations (wheelchair access, etc.).

Cost: $60 for SIM members, $75 for non-members (limit three meetings).

BEVERAGES INCLUDED IN PROGRAM FEE: We have eliminated the cash bar and all beverages are now included with the cost of each meeting!

INVITE A GUEST: Don't forget to extend an invite to your colleagues, direct reports and others who may be interested in this month's topic or joining our chapter

Reservation Policy: Reservations and cancellations must be received on the Friday before the meeting. Since the chapter must guarantee the count to the caterer, we need a credit card number for RSVPs and these will be treated as commitments to the chapter, unless cancelled a week before the meeting. Regrettably, any no-shows or cancellations after the RSVP closing date will be charged

Future SIM Meetings:

Mark Your Calendar!
December 8 - FWSIM Members Only Holiday Party - Greenwich Hyatt
Interested in joining SIM? Send inquiries to Rhona Kannon at or by phone to 1-203-349-4426

Registration for the 2012 SIM NY Metro Regional Leadership Forum
SIM's Regional Leadership Forum (RLF) is an intensive, ten-month leadership development program focused on creating authentic leaders. Since 1992 over 3000 graduates and more than 300 sponsors have found RLF the key to developing leadership.

Registration is open for the 2012 RLF program. Click here for more information on registering. The class is filling up, so don't delay. Early bird savings of $600 for SIM members ends November 1st. Please contact Lee Shull for more information at

HMG Strategy, LLC and The Fairfield/Westchester Chapter of the Society for Information Management present

THE TRANSFORMATIONAL CIO: Innovation and Growth Strategies for Success

OCTOBER 24, 2011 - Don't Miss the Most Important Event to Attend in 2011!

Time: 7:00 AM - 6:00 PM
Place: Greenwich Hyatt, Greenwich, CT 


About the Conference

More than 400 CIO/IT leaders from the greater tri-state region will attend this conference, which has grown to be the most comprehensive CIO thought leadership event in New England. This is a "must attend" event!
Five keynote sessions and four breakout sessions will allow you to customize the agenda according to your specific interests.


Ramón Baez
Kimberly-Clark Corporation
Larry Bonfante
U.S. Tennis Association

David Colville
Nestle Waters North America

Stephen Gold
Donagh Herlihy
Avon Products, Inc.

John Hill
Siemens IT Solutions and Services, Inc.

Jeanette Horan
IBM Corporation
Michael Pellegrino
The Sun Products Corporation

Steve Phillips
Avnet, Inc.

Joseph Puglisi
former CIO
EMCOR Corporation
Sigal Zarmi
GE Capital Americas

Carol Zierhoffer
VP & Global CIO
ITT Corporation

Hank Zupnick
GE Real Estate

Reasons to Attend
- Learn What Companies are Doing to Innovate and Grow their Businesses
- Hear from Leading Executives and Industry Thought Leaders on How to Leverage Technology for Competitive Advantage
- Expand Your Network of Peers
- Gain Key Insights to Help Your Career and Your Organization
- Leave With an Action Plan

Key Topics Include:

  • Transformational Leadership
  • Innovation and Growth Strategies
  • Creating and Maintaining Trust and Relationships with CIOs
  • Career Management and Development
  • The Cloud
  • Social Enterprise
  • Mobile Workforce
  • Security
  • Strategic Sourcing
  • Business Analytics
  • Photos from the Greenwich 2010
  • CIO Executive Leadership Summit

About HMG Strategy, LLC HMG Strategy, LLC is the leading provider of innovative IT leadership, management and technology support to CIO/Senior IT executives by focusing on the 360-degree needs of the CIO/IT Leader.

Our conferences and services raise thought leadership, knowledge sharing and networking to the highest level. HMG Strategy provides access to an international network of more than 16,000 global CIO/Senior IT executives, industry experts and world-class thought leaders.

For more information please visit our website at  

Thursday, September 15, 2011 FWSIM Chapter Meeting

Time: Social Hour: 6:00 p.m., Program and Dinner: 7:00 p.m.

Place: Doral Arrowwood

Registration: RSVP at September Program Registration. If you have difficulty registering please contact Melissa Marr at or by phone at 203-948-5875.

Format: Presentation and Open Discussion (Business attire suggested)

About the Program

Leading Process Change

Lack of committed and effective leadership is frequently cited as one of the top three causes of failure in designing and implementing significant improvements to operational performance. Andrew Spanyi, Managing Director, Spanyi International, Inc., will outline the fundamentals of process design and how that differs from simply implementing technology solutions. He will address the key pitfalls to avoid and the tactics to deploy in leading major process change, and illustrate these with practical examples of both failure and success.

Materials Presented: Leading Process Change (PDF)

Meeting Feedback

About the Speaker

Andrew Spanyi is internationally recognized for his work on Business Process Management. He is the author of three books: Business Process Management is a Team Sport, More for Less: The Power of Process Management and Operational Leadership. He has delivered keynote speeches at conferences in North America, Europe and Australia and has published over 40 articles with a broad cross-section of print and e-magazines. He is an adjunct professor at Babson College, was a member of the research team at the Babson Process Management Research Center, and is currently on the Board of Advisors with The Association of Business Process Management Professionals, and an editorial board member with the BPM Institute. He has over three decades of management and consulting practice experience and has led/participated in the development and delivery of dozens of management training programs. Visit for furthur details.

Important Annoucements:

  • STARTING IN SEPTEMBER: We have eliminated the cash bar and all beverages are now included with the cost of each meeting!
  • INVITE A GUEST: Don't forget to extend an invite to your colleagues, direct reports and others who may be interested ini this months topic or joining our chapter.

SAVE THE DATE: FWSIM Clam Bake at the Fairfield CT Pavillion on Thursday, Aug 11th

Thursday, June 16, 2011 FWSIM Chapter Meeting
Time: Social Hour: 6:00 p.m., Program and Dinner: 7:00 p.m.
Place: Greenwich Hyatt

Registration: RSVP at June Program Registration. If you have difficulty registering please contact Melissa Marr at, or by phone at 1-203-948-5875.

About the program

We are pleased to announce the June 16th FWSIM program will showcase the thought leadership of our chapter members. Join us at the Greenwich Hyatt to listen to and interact with some of the most talented business and IT leaders in the industry who also happen to be members of your chapter.

We have confirmed the following Speakers :

  • Larry Bonfante, CIO USTA - Sharing his knowledge and lessons learned as an author. Insights into publishing for the IT/ Leadership Market
  • Robert Boracas, VP UBS - Tasked with building a new bank in an emerging market, the Brazil IT Build Out Project Management and more importantly for CIOs, Project Leadership
  • Howard Bruck, CIO Hudson Valley Bank - Project Management and more importantly for CIOs, Project Leadership

This is a really special and unique event, and one you will not want to miss! This dynamic session will consist of a series of 15 minute presentations on lessons learned and best practices. Get your questions ready as a lively discussion by all will be encouraged and facilitated by our President, Joe Puglisi.

Our speakers

Rob Barocas
Rob Barocas serves as Group Finance IT Program Manager for UBS responsible for
execution against the Emerging Markets M&A business-technology strategy
cross-business. Rob has many years of banking and financial program management
experience with JPMorgan Chase and Bank of America, during which he had a
successful track-record of delivering cross-business and technology change on
behalf of finance and credit risk functions. Most recently, Rob was Global
Business Systems Director leading finance and human resource ERP implementations
and operations consolidation across 60 countries in Americas, LATAM and Europe
for WPP Group/TNS-Global, a leading global media, advertising and market
insights firm. Rob has his MBA in Finance from Fordham University, is CMMI
certified and serves as VP on the board for the Fairfield-Westchester chapter of SIM.

Larry Bonfonte
Larry has held executive leadership positions over the past 29 years in the Financial, Pharmaceutical, Not for Profit, Consulting, and Sports and Entertainment industries. He has received numerous industry accolades including being named as one of CIO Magazine's CIO 100 in 2011 and Computerworld's Premier 100 IT Leaders in 2009. As Chief Information Officer at the United States Tennis Association, Larry's team is responsible for all information technology related services supporting the US Open, the most highly attended annual sporting event in the world. Larry is the founder of CIO Bench Coach, LLC an executive coaching practice for IT executives and the author of the book "Lessons in IT Transformation” published by John Wiley & Sons. Larry has served as a mentor and executive coach for many IT leaders in various industries. He serves as Chairman of the Fairfield-Westchester chapter of SIM and is a founding member of the CIO Executive Council. Larry has been a guest lecturer for the Masters Degree programs at Columbia University, NYU, and Polytechnic Institute. He is an accomplished public speaker who has presented at many industry conferences and writes a monthly leadership column and blog for CIO Insight magazine.

Howard Bruck
Mr. Bruck is the Chief Information Officer of Hudson Valley Bank where he oversees the strategic planning and execution of the technology infrastructure and information systems for the Bank. Prior to joining the Bank, he was a Managing Director of Systems at the New York Stock Exchange (SIAC), and IT Director at Pepsi International.

Mr. Bruck is also an Adjunct Professor of Management at the Fordham Business School, teaching a variety of courses in Business and Technology, with a specialization in Project Management. He holds the PMP certification and has published related journal articles and contributed to textbooks. Mr. Bruck earned his MBA from Fordham, and BS in mathematics from CW Post College.



Thursday May 19, 2011 - Are Mobile Devices Ready for Prime Time?


Doral Arrowwood Conference Center
975 Anderson Hill Road
Rye Brook, NY 10573

Time: 6:00 pm to 8:30 pm

Click Here for Reservation

Are mobile devices ready for prime time?
Have you been approached by your company employees and executives asking when you will deply tablets or smart phones? Are you struggling to answer if these devices are ready to be used from within the business? FWSIM is pleased to have John Girard from Gartner discuss these devices and the issues that surround them. Highlights of his presentation will include:

Why is this important?

  • Market Size
  • Adoption Rate
  • Major Players - The Magic Quadrant

What are people doing with the technology?

  • Common application
  • Niche applications
  • Growth Opportunities

What do you need to know?

  • Security
  • Device Management

Key Takeaways

John E. Girard, VP Gartner

John E. Girard is a VP and distinguished analyst in Gartner's Info Security and Privacy Research Center. He specializes in business security and privacy solutions for wireless and mobile road warriors, extranet, remote offices and teleworkers.

Previously, Mr. Girard was European research director for New Science Associates (Acquired by Gartner), and a founder of the advanced network computing research practice. Previously, he was a software engineer at Pacific Bell, where he formed an Expert Systems R&D group and a software testing practice. His publications inlcude "Building Knowledge Systems" (McGraw-Hill, 1989).

His latest Research includes:

  • Security Planning for Apple Mac Workstations in the Windows Enterprise
  • Cool Vendors in Identity and Access Management, 2011
  • Magic Quadrant for Mobile Device Management Software

    21, 2011 - FWSIM Monthly Chapter Meeting

    Location: Greenwich Ct, Hyatt Regency

    Time:  Social Hour: 6:00 p.m., Program and Dinner: 7:00 p.m

    About the Program

    Business Intelligence: Beyond the Hype Cycle

    Business Intelligence (BI) is still high on the strategic agenda of CIOs as companies require more insight into information as data keeps accumulating.  Better decision-making and competitive intelligence is well beyond building data warehouses and data marts.  Transforming raw data into meaningful and useful information, trends and forecasts that can be used to enable more effective strategic, tactical, and operational insights and decision-making requires sound architecture and a solid strategy.  Hear our panel of experts discuss how they are using BI in the real world.  Learn about the pitfalls, challenges and strategies for implementation and how to convince management that BI is still a worthwhile investment.
    The panel consists of; Linda Burrows, BI Leader, GE Capital; Glen Finch, Managing Partner BAO North America IBM, and Dave Jutcawitz, Senior Business Analyst and Portfolio Manager, Terex; moderated by Sigal Zarmi, CIO GE Capital Americas.

    More about our panelists:

    Ms. Linda Burrows
    Chief Information Officer
    Business Intelligence, GE Capital Americas                                                                                         

    Linda Burrows is the Business Intelligence Leader for GE Capital Americas.  In this role she is responsible for the strategic direction and execution of all data warehousing, analytics and reporting across GECA’s 8 P&Ls.

    Prior to this most recent position, Linda was the Technology Leader for the Commercial Finance Risk organization where she implemented an EDW to collect accurate, timely data worldwide to enable Investor/Regulatory reporting, portfolio modeling/optimization, capital adequacy, asset liability management, default/loss/recovery analytics, Single Customer view, and FASB reporting.

    Other leadership roles for Linda since joining GE in 1998 include CIO for Commercial Insurance at Employers Reinsurance Corporation and Design for Six Sigma Master Black Belt.  Prior to joining GE, Linda was the CIO for Industrial Risk Insurers and held positions of increasing IT responsibility with Mass Mutual and Connecticut Mutual. She holds a BSBA from the University of Hartford.

    Mr. Glenn Finch
    Managing Partner
    BAO North America, IBM

    Glenn Finch is the leader of the newly formed Business Analytics and Optimization Service Area for North America. Mr. Finch's emphasis on Business Intelligence is also rounded with experience in CRM strategy, process, channel, targeting/selection, and technology redesign services to Leading Financial Services companies. He delivers those services across the Customer Acquisition, Customer Management, and Servicing processes. He has 25 years of experience in financial services with such organizations as HSBC, Bank of America, Capital One, American Express, Citibank, Norwest Bank, Chase, Barclays, LTSB, GE Capital, The Associates, State Farm, Norwich Union, First Interstate Bank, North American Mortgage, Household, and GM.

    Mr. David Jutcawitz
    Senior Project Manager                                                                                                                        
    Terex Corporation

    David Jutcawitz, designed, created and implemented the global BI strategy for Terex.  BI strategy consisted of establishing a BI program management framework, development of a BI governance model, establishing a BI  tool set and the implementation of several inaugural BI projects.

    David, developed Terex Corporations program strategy for the implementation and integration with Caterpillar Logistics.  This included the development of marketing strategies, project plans, team development, staffing, financial planning, senior leadership review and setting course for overall program.

    Lead development, implementation and production support of the Terex Warranty System.  Global warranty system deployed at over 20 business units. Fully integrated with Oracle E-Business Suite, SAP, PRMS, and other legacy ERP’s.  

    Program Feedback from Attendees

    March 30, 2011 - Multi-Chapter Networking Event - Members Only!  

    The Tri-State area SIM chapters are partnering together to provide you with an opportunity to expand your SIM network while simultaneously having the opportunity to hear from Thomas Burke, SVP and CIO of New York Life International. Come join
    us for an evening of networking, networking, and networking! Members from SIM New York, Fairfield/Westchester and New Jersey will collaborate while hearing from a world class CIO.

    THIS IS A MEMBERS ONLY EVENT, due to space considerations, this event will be limited to 75 attendees.

    About the Program
    As businesses strive to manage through these challenging times, IT Governance has become an increasingly integral part of a strong corporate governance framework. As business becomes more global, effective governance plays an even more critical role in sustaining and creating alignment between business strategy and IT strategy. In this session, we’ll discuss how to: Best
    achieve a broad understanding of IT governance issues and benefits across all business stakeholders Incorporate governance as a key part of your overall IT strategy Explore the challenges of implementing governance facing global technology leaders Implement strategies to successfully implement a global IT governance policy

    This event will be a collaborative effort between the New York, New Jersey and Fairfield-Westchester chapters of SIM and will allow
    our members the opportunity to not only hear a great presentation on a timely topic from a world class CIO, but also afford you the opportunity to network with your peers and develop new relationships with members of the tri-state chapters.

    About the Speaker
    Thomas Burke is the Senior Vice President and Chief Information Officer for New York Life International (NYLI). Mr. Burke is
    responsible for the development and implementation of NYLI’s information technology program across all markets, including the strategic and tactical planning, development, evaluation and coordination of all information and technology systems.

    Prior to joining New York Life International, Mr. Burke served as Head of Operations and Technology at Citi Global Consumer Investments where he coordinated and implemented operational and technology solutions across 46 countries. Additionally, Mr. Burke was Head of Offshore Business Development, where he established an operational framework for conducting business across all the regional offshore businesses within the International Retail Bank. Before that, he held other positions within Citi’s Consumer Business including Head of Investment and Insurance Technology and Vice President Operations and Technology.

    Mr. Burke received a B.A. in Computer Science from Fordham University and an M.B.A. from St. John’s University, both in New York. Mr. Burke is based in New York Life International’s New York headquarters.

    February 17, 2011 - Pragmatic Experience with the Cloud: Get past the hype and create business value 

    About the program
    Cloud computing is certainly the "next big thing”; most IT vendors are talking about it and saying they are a part of it. John will provide perspective on what is real in the cloud and share his practical experience regarding how to capture the business value associated with a few of the exciting technological developments associated with the cloud including infrastructure on demand and software as a service. Particular focus will be placed on leveraging virtualization technology to develop a private cloud for the enterprise. He will discuss the opportunities and pitfalls derived from the experience of implementing private cloud solutions for Siemens as well as SIS customers. From the CIO career perspective he will share how he evolved from the traditional role of a "CIO supporting the business” to one where his role and focus is on value creation and new service/revenue generation. His overall objective will be to provide the audience with ideas they can use to prudently take advantage of what is available in the cloud and create added enterprise value for their companies.

    About the Speaker: Jim Hill, CIO/CTO of Siemens IT Solutions and Services

    John Hill is currently the CIO/CTO of Siemens IT Solutions and Services (SIS) based in Norwalk, Connecticut. He joined SIS in February of 2005 and has had responsibility for not only the CIO function but also for driving innovation and the development of new information technology based service offerings for the Customers of SIS.

    For the 6 years prior to joining SIS, John served as the Global CIO for Praxair, in Danbury, CT and before that the Global CIO for Perkin-Elmer (now known as Applera) in Norwalk, CT for 5 years. Earlier, john ran his own consulting business and held various IT leadership positions at Anderson Consulting, Financial Guarantee Insurance Company, Pitney Bowes and Combustion engineering.

    John holds an undergraduate degree from Princeton University and is also an accomplished professional fine art photographer.

    Program Feedback from Attendees

    January 20, 2011 - IT Industry Evolution/Impact on Enterprise Architecture & IT Operating Model

    About the Program
    Two new waves of innovation have the potential to seriously challenge today's dominant best-of-breed approach to architecture, integration, and operations in the Enterprise. First, Cloud computing with its attractive economics and flexibility but challenging security and integration could provide an interesting alternative for some workloads. Secondly, the recent emergence of
    "integrated stacks", ie pre-engineered combinations of Hardware and Software (esp Oracle and IBM) could provide an internally oriented solution (better security) and improve upon the integration challenges faced by an Enterprise. This may come however at the potential to suffer from vendor lock-in. How will vendors sell the ideas, what do Enterprises want, and how do we keep our options open while capturing new value?

    Materials presented: Industry Innovation and Enterprise Implications

    About the Speaker
    Tom Fountain joined Bunge Ltd., located in White Plains, NY, in July 2009 as Global CIO. In that roleTom is leading the build-out of Global IT capabilities to complement Bunge’s strong Regional heritage. Initial areas of focus include Applications and Infrastructure Strategy, Investment Strategy, Governance, Organization Development, and Financial Management.

    Tom previously served as VP & CIO of Honeywell Specialty Materials, a positioned he assumed in April, 2005. Prior to Specialty
    Materials, Tom was the VP & CIO for the Engine, Systems, & Services Business Unit of Honeywell Aerospace.

    Tom joined Honeywell in July 2002 from Dell Computer Corporation where he most recently was the Director of Architecture for Dell Managed Services. Tom also held roles in Services Product Management and e-Business. He has extensive IT leadership experience at General Electric including Global CIO of the Silicones Division and Infrastructure Services leader at
    GE Appliances. Earlier, Tom held various assignments at Hewlett-Packard, Martin Marietta, and the Central Intelligence Agency.

    Tom holds an undergraduate degree in Electrical Engineering from MIT along with a Masters Degree in Electrical Engineering and MBA both from Duke University.

    Program Feedback from Attendees







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