Protecting your organization against digital disruption
March 5 - 6, 2014 | Fluno Center | Madison, WI
Advisory Board Members
March 5-6, 2014 | Fluno Center | Madison, WI
Click names for bios
Steve Cretney is the VP and CIO for Colony Brands, a family of direct to consumer brands located in Monroe, WI. Steve has over 25 years of IT experience with an innate ability to lead technology organizations and deliver business results.
Prior to joining Colony Brands, Steve led the global information technology concerns for Lands’ End. Additionally, in role of President and COO at TASC, a third party administrator of employee benefit services, Steve had the unique opportunity to help develop business strategy and lead various business units, including Sales and Operation. Steve is a member of the Board of Advisors for the Erdman Center for Operations and Technology Management as well as a member of TASC’s Board of Advisors.
Steve holds a Bachelor of Science Degree in Computer Science and Statistics from the University of Wisconsin-Madison.
Director of Information Technology University of Wisconsin Foundation
Frank Ace graduated with a degree in Computer Science from the University of Wisconsin, Madison in 1984. He has held a variety of technical and management positions in both private sector and government organizations, including the title of CIO for the Wisconsin Department of Justice. While at the DOJ Frank has served as Vice Chair, and Chair of the Wisconsin State IT Directors Council, and as Co-Chair of the Wisconsin State Technology Leadership Council. Frank is now the Director of Information Technology at the University of Wisconsin Foundation.
WI Dept of Financial Institutions
The Manitowoc Company
Subash Anbu serves as the Chief Information Officer of The Manitowoc Company, Inc. in Manitowoc Wisconsin. In his current role, Subash is responsible for the global information systems, processes, and controls at Manitowoc.
Subash has over 24 years of experience in information systems leadership and management consulting experience in Manufacturing (Industrial Equipment & Automotive), Insurance, Banking, and Airline industries. He is a seasoned professional with proven abilities in IT strategy, planning, governance, program management, and transformation. He also has a strong track record in global implementations, process improvement, and aligning IS solutions with business objectives. Prior experience includes Capgemini, Delphi Corporation, PwC, and TCS. He also serves on the Board of Directors of the United Way Manitowoc County.
Subash has an Executive MBA from Michigan State University, a Masters degree in Computer Science and Applications from National Institute of Technology in Trichy, India, and a Bachelors degree in Mathematics from Loyola College in Chennai, India.
Mark Baker is CIO of Wipfli LLP a Top 25 CPA and consulting firm with 24 offices in the Midwest and India. For over 2 years Mark has provided leadership in effecting change by matching people, process and technology strategies. He has served in this capacity at Amoco Corporation, Ernst & Young, McGladrey, Marshall Erdman & Associates and Strategic Leverage Partners. Mark has worked in both consulting and management roles.
Mark earned a B.B.A. in Accounting from UW-Whitewater and an MBA in Strategy, Economics and Marketing from the Kellogg School of Management at Northwestern University.
Director of Technology
Duluth Trading Co.
Tim Balliet joined Duluth Trading Company in 2011 to transform the company’s technical capabilities to align with the aggressive corporate growth strategy. His focus is on infrastructure and business analytics. Tim has over 25 years of technology experience, strongly founded on planning and design. His experiences include corporate sales with IBM, business consulting at Grant Thornton, and direct marketing at Demco and currently Duluth Trading.
Tim holds a Bachelor of Science Degree in Mathematics from the University of Wisconsin. He has done numerous speaking engagements in the US and Europe on Asset Management and Master Data Management.
President and CEO
John Baumann has served as President and CEO of Colony Brands, Inc. (formerly The Swiss Colony, Inc.) since May of 1996. He first joined the company in August of 1985 when he was hired as Manager of New Customer Development. He was promoted to Director of Marketing in 1987, Executive Director of Marketing in 1988, Vice President Strategic Marketing in 1989 and Senior Vice President Strategic Planning in 1995. Prior to his arrival at The Swiss Colony, Baumann served as a sports reporter (1982-1983) for the Wisconsin State Journal newspaper, Madison, Wisconsin.
In addition to his roles as President of Colony Brands, Inc, Baumann serves as President of the organization's data center, SCDC, and various catalog titles.
In 1985 Baumann earned a Masters of Business Administration degree with majors in Marketing and Finance from Northwestern University's Kellogg School of Management, Evanston, Illinois. Baumann is a 1982 graduate of The University of Wisconsin with a Bachelor of Arts degree in Journalism.
VP - Enterprise Projects & Support
Blaise C. Beaulier was appointed Vice President – Information Systems for Northwestern Mutual, Milwaukee, Wisconsin on April 1, 2008. Beaulier is responsible for the development and support of application systems covering insurance products and operations, retail and institutional investments, field technology and compensation, and corporate functions. Currently, he is a member of the company’s Project Prioritization Committee and Technology Strategy Committee.
Beaulier joined Northwestern Mutual in 1988 as a programmer analyst in the Information Systems Department. His primary responsibilities included providing support for field applications such as sales reporting and honors, compliance and field compensation. He was promoted to the role of manager in 1995 and became assistant director with responsibility for the Life Product, Marketing, and Agency system applications in 2000.
In 2004, Beaulier joined the Corporate Planning department as a director of projects where he continued to mature the Company’s portfolio management processes including the corporate project prioritization process. Beaulier chaired the Project Prioritization Committee for more than 2 years before returning to the Information Systems Department in 2008.
Beaulier received his B.S. degree in management information systems from the University of Wisconsin-Parkside and currently serves on their School of Business & Technology advisory board.
WI Dept of Enterprise Technology
David Cagigal was appointed CIO for the State of Wisconsin in November, 2012. As the CIO, he also serves as Division Administrator for the Division of Enterprise Technology (DET). DET manages the state’s IT assets and provides technology to state agencies such as computer services, voice-data-video telecommunications, and print and mail services. The division also provides geographic information systems (GIS) services to state agencies, organizations and local governments.
David is a seasoned executive with over 25 years of experience in information technology visioning, strategic planning and management. He is experienced in converging business strategies with ever-changing and innovating information technologies. He also identifies and implements the appropriate change management processes and risk mitigating strategies for each unique culture. David has held executive IT positions at Alliant Energy, DeVry University, DePaul University, Maytag and Amoco that crosses multiple industries and business functions.
He is also passionate about education reform and 21st Century Learning Strategies through technology innovations in collaboration with teachers, administrators, parents, communities and most importantly students.
David was also honored to serve as: Edison Electric Institute – Technology Advisory Council, Chair; Urban League of Greater Madison, Board Member; University of Wisconsin, Erdman Center (MBA), Advisory Board Member; DePaul University, College of Computing and Digital Media, Leadership Council; Computerworld’s Premier 100 IT Leaders
David holds a BS and MBA from DePaul University.
Senior Director, IT
VP of Digital Business and CIO, Brady Corporation
Mr. Curran leads Brady’s digital transformation focusing on delivering a superior customer experience at all touch points, working with Brady’s global team to deliver the capabilities required to better serve Brady customers, including on-line, off-line and mobile. A s CIO, he is responsible for leading the global IT team to d eliver the value technology provides to the organization and it's customers.
Mr. Curran has served Brady since 1999 in various leadership roles including CIO, Vice President – IT,and Director IT – Global Infrastructure. Mr. Curran received his bachelor’s degree in business from Marian University. In addition, Mr. Curran also serves on various groups, including the University of Wisconsin-Madison eBusiness Consortium Advisory Board and the Brady Corporation Foundation Board.
Dante leads Business Process Automation and digitization for P&C and PCG Product Operations and end-to-end core processing across the enterprise. His team is focused on driving new levels of operational efficiency in systems and processes to enhance our customer experience and shareholder value as well as to satisfy regulatory requirements.
In his Country Head role, Dante is accountable for ensuring BMO Harris Bank meets U.S. regulatory requirements including those related to information security, vendor and supplier governance, and regulatory commitments from the OCC, FED, FDIC and SEC.
Dante joined BMO in 2011 and led the U.S. Technology team through the successful integration of M&I systems in 2012. Prior to joining BMO, Dante served as the Chief Technology Officer for Wells Fargo Home Mortgage and Consumer Credit. He has also held senior IT roles at Barclays Global Investors, Bank of America, Hambrecht & Quist and Robertson Stephens.
Dante earned his BA in Economics from University of California Santa Cruz.
Jocelyn DeWitt, Ph.D. is the Chief Information Officer for UW Health. She has been in that role since May, 2012. She is the first CIO of UW Health and her scope includes the UW Medical Foundation, the School of Medicine and Public Health, and the UW Hospitals and Clinics.
Jocelyn received her undergraduate degree from UW-Madison, her Master of Science degree from Boston University, and her doctorate from the University of Illinois.
Interim Associate Vice President/CIO
UW System Administration
Lorie Docken is Interim Associate Vice President for Learning and Information Technology at the University of Wisconsin System. In July 2012, she was asked to step into the position on an interim basis. Prior to her interim appointment, she has been with UW System Administration in a variety of roles since 2000, most recently serving as the lT project director with responsibilities for managing and overseeing project planning and operations for enterprise-wide systems used across UW.
CIO - Healthcare IT & Performance Solutions
Jerome (Jerry) Fox, Jr. is a 27-year veteran of the Information Technology (IT) profession. As vice president and chief information officer at Rockwell Automation, Jerry is responsible for global IT strategies and solutions. In this role he is leading transformation efforts to enhance IT’s partnership with the business functions, while driving increased value from the systems portfolio which includes a global SAP platform. Prior to joining Rockwell Automation in 2007, Jerry served as a senior IT leader at Dana Corporation, a Toledo, Ohio-based automotive parts supplier.
Throughout his career, Jerry has held IT leadership positions across a diverse set of industry segments. Before joining Dana Corporation, he served as principal contributor towards driving company-wide IT synergy and standardization at Cardinal Health, a Fortune 20 medical service organization. He provided IT leadership at Reynolds and Reynolds, a provider of information management systems. Jerry began his professional IT career at Lexis-Nexis, a Dayton, Ohio, based electronic publisher.
Jerry holds a bachelor’s degree in MIS and an MBA from Ohio University.
Rockwell Automation, the world’s largest company dedicated to industrial automation, makes its customers more productive and the world more sustainable. Throughout the world, our flagship Allen-Bradley® and Rockwell Software® product brands are recognized for innovation and excellence.
VP and CIO
Johnsonville Sausage LLC
Ron Gilson is the Johnsonville Sausage, LLC Vice President and CIO. He joined Johnsonville as a programmer/analyst in 1991, became coach of the Enterprise Applications Team in 1994 and has held his current position since 1998.
Ron received his Bachelors and Masters degrees in Business Administration from the University of Wisconsin – Oshkosh. Outside of Johnsonville, Ron can be found spending time with family, traveling, and enjoying the great outdoors.
SVP and CIO
School Specialty, Inc.
Bob Grawien is Senior Vice President and Chief Information Officer for School Specialty, Inc. in Greenville, Wisconsin. In his current capacity, he is responsible for the overall strategy and execution of the Business Technology function at School Specialty, Inc, as well as the program management office and eCommerce sales support team.
Prior to joining School Specialty early in 2009, Bob spent 10 years at Schneider National in Green Bay, WI where he held positions of increasing responsibility across the information technology function, including enterprise architecture, product management and application development. Bob began his career with IBM where he held a variety of technical and management positions in IBM‘s server division and software group.
Bob completed the Information Technology Leadership Development Program at the Harvard Business School in 2007 and holds a bachelor’s degree in Computer Science and a Math minor from the University of Wisconsin-Lacrosse.
CIO & Vice President-Sustainability
Over the course of 30 years at Kohler Co., Davor Grgic has held a series of management and executive positions. He was named Vice President – Corporate Information Systems in 1997 and Vice President – IT and Global Procurement in 2002. In 2005, he was appointed Senior Vice President – Technical Services and in February of 2012 named CIO and Vice President – Sustainability.
Davor is a 1980 graduate of University of Wisconsin-Madison, with a bachelor’s degree in Economics. Additionally, he is a 1982 graduate of University of Minnesota-Minneapolis, having earned a master’s degree in business administration. He reports to David Kohler, President and Chief Operating Officer.
VP of Information Systems and CIO
Leslie joined TDS Telecom in March 1996 and has held leadership positions in a broad range of areas, from information technology to product development as well as voice and data network management. As the company’s CIO since 2005, she has been instrumental in leading a transformational group of IT projects that ensure IT is enabling video, VOIP, and broadband-centric products for consumer and commercial customers. Prior to joining TDS Telecom, Leslie was a principal consultant with Cap Gemini America, working with clients on their IT strategy and project management. In all, she has seven year’s experience in IT consulting. In her first telecommunications position, she worked for US WEST, developing custom software products for commercial customers. Leslie began her IT career working in software development projects, with a focus on expert systems and voice recognition. Leslie completed both her undergraduate and graduate work at the University of Illinois in Champaign-Urbana.
Vice President, Chief Financial Officer, Colony Brands
Don Hughes joined Colony Brands, Inc. in January 2009 as the Vice President, Chief Financial Officer. He currently has full responsibility for management of the Financial Department, IT Department, Quality Assurance, Security and Maintenance.
Prior to joining the company, Hughes began his career at Arthur Andersen in Milwaukee for three years. He joined Lands' End in Dodgeville in 1987 as a senior staff accountant. He was promoted to Senior Vice President and Chief Financial Officer in 2000, positions he held until he left the company in 2004. Hughes was one of the founders of Fair Indigo, a new "fair trade" women's apparel and accessories company. He was the Chief Operating Officer when he left the company in November of 2008.
Hughes has a bachelor's degree in accounting from University of Wisconsin-Whitewater and is a CPA. He is a former Chairman of the UW-Whitewater Foundation Board and was previously the chairman of the audit committee and a board member for a public company in Seattle called Celebrate Express.
Originally from Blanchardville, Wisconsin Hughes and his wife, Joan, currently live just outside Monroe.
President and CEO
University of Wisconsin Foundation
Michael M. Knetter joined the University of Wisconsin Foundation as president and chief executive officer on October 16, 2010 after eight years as dean of the Wisconsin School of Business. As dean, he orchestrated the novel $85 million Wisconsin Naming Gift, the expansion of Grainger Hall, and the restructuring and improved national standing of the full-time MBA.
Prior to joining the UW-Madison in 2002, he was associate dean of the MBA program and professor of international economics in the Amos Tuck School of Business at Dartmouth College. He also served as senior staff economist for the President's Council of Economic Advisors for former presidents George H.W. Bush and Bill Clinton.
A native of Wisconsin, Knetter is a director of American Family Insurance and serves as a trustee of Neuberger Berman Funds. He recently chaired the capital campaign for The Road Home Dane County, a non-profit that assists in finding housing and work solutions for homeless families in Dane County.
Knetter completed his undergraduate studies in economics and mathematics at the University of Wisconsin-Eau Claire and his Ph.D. in economics at Stanford University.
Founder and CEO
Tom Koulopoulos is Chairman and founder of Delphi Group, a Boston-based think tank providing advice on leading edge technologies and futures to Global 2000 organizations and government agencies for the past 25 years. He has also been the Executive Director of the Babson College Center for Business Innovation, an Executive in Residence at Bentley University, and the leader of a global Innovation Lab for Perot Systems (now Dell).
Named one of the industry’s most influential information management consultants by InformationWeek magazine, he is an authority on the implications of trends in technology, society and business for global organizations. His articles and market insights have appeared in national and international print and broadcast media such as BusinessWeek, FastCompany, The Wall Street Journal, Forbes, The Economist, CNBC, CNN and NPR.
His nine books include Cloud Surfing, The Innovation Zone, Smartsourcing, Corporate Instinct, Smart Companies, Smart Tools, and The X-Economy. Tom’s current book, Cloud Surfing, looks at the dramatically changing forces and behaviors that are driving the way we work, live and play in the hyperconnected cloud.
His insights have received wide praise from luminaries such as the late Peter Drucker, the father of modern management; Dee Hock, founder of Visa International; and Management Guru Tom Peters, who called his writing, “a brilliant vision of where we must take our enterprises to survive and thrive.” According to Tom’s mentor, Peter Drucker, Tom’s writing “makes you question not only the way you run your business but the way you run yourself.”
In his prior book, The Innovation Zone, How Great Companies Re-innovate for Amazing Success, Tom boils innovation down to its essence and provides a playlist for companies and individuals who want to increase their ability to innovate.
In addition to his professional accomplishments, Tom has also been an adjunct professor at the Boston College Wallace E. Carroll Graduate School of Management and a guest lecturer at the Boston University School of Management and the Harvard University School of Public Health.
CIO and VP of Information Services
Capitol Insurance Companies
For nearly three decades Troy has been on a mission to translate technology and process innovation into business advantage for publicly-held, private, and non-profit organizations. In the last 8 years as CIO and VP of Information Services at Capitol Insurance Companies he has led award-winning projects that replaced all core applications and supporting infrastructure.
Prior to joining Capitol Troy held similar roles with National Guardian Life Insurance and CUNA Service Group. He has built a reputation for creating work cultures that value performance, service, and fun. Troy started his IT career consulting with organizations who were trying to determine how PCs and local networks might change the way they do business. Today it is mobile devices and 4g networks, but the mission has changed little.
David E. Lundal
VP & Regional CIO, SSM Integrated Health Technologies
Dean Health System, WIITTS
David E. Lundal came to SSM Integrated Health Technologies in July 2003 as regional IS Director for SSM Health Care of Wisconsin. In September of 2006, he was promoted to V.P and Regional CIO. Then, in March 2011 David added the role of CIO for Dean Clinic. In David’s role, he also leads the Wisconsin Integrated Technology & Telemedicine Systems, LLC (WIIITTS). WIITTS is a joint-venture between Dean Clinic and SSM Health Care of Wisconsin and serves to implement advanced clinical technologies to improve quality and efficiency for the integrated delivery network.
David came to Wisconsin from South Bend Indiana, where he was the Director of Home Care and Physician System for Saint Joseph’s Regional Health System. David worked at Saint Joseph’s from 1995 to 2003. From 1991 to 1995 David worked at Systems Management, a practice management consulting firm based in South Bend.
In 2009, David was invited by the Secretary of the Wisconsin Department of Health and Human Services to join the Wisconsin State Level Health Information Exchange executive steering committee. David has chaired the Standards and Architecture Committee since 2009 for the state and successor the Wisconsin State Health Information Network.
David is a native of Indiana where he earned his undergraduate degree from Indiana University and his MBA from Bethel College. In 2011 David became a Fellow of the American College of Healthcare Executives (FACHE).
CIO and Vice Provost for IT
Bruce Maas is the CIO and Vice Provost for Information Technology at the University of Wisconsin-Madison. He has served the University of Wisconsin System in a variety of roles over a career of more than 30 years, including Budget Manager, Assistant Dean for Business Affairs, PeopleSoft Project Manager, Deputy CIO, Service Center Transition Coordinator, and CIO at two UW institutions.
Bruce has served as the Director of the EDUCAUSE Leadership Institute, a faculty member of the institute, and as chair of the Midwest EDUCAUSE conference. Presently, he is serving a 4 year term on the EDUCAUSE Board from 2012 to 2016. Bruce is a member of the Internet2 External Relations Advisory Committee, and serves as the co-PI of two NSF infrastructure grants. He is an active presenter at EDUCAUSE conferences, and believes strongly in the importance of organized employee development. He is a strong advocate for central and distributed IT collaborations and partnerships. Bruce is focused on the core mission of teaching, learning, service and research at the University of Wisconsin and believes it is a distinct privilege to serve that mission.
Managing Director, Management Consulting
Mark McDonald is a Managing Director and Digital Business Lead in Accenture’s Management Consulting practice, which helps clients to strategize, architect and innovate to create value and revenue from digital capabilities. He has responsibility for digital business strategy and architecture in North America.
In the recent past, Mark was a Group Vice President and Fellow at Gartner a technology research and advisory company. At Gartner, Mark was a member of the Executive Programs Leadership Team and Head of Executive Programs Research. He is the author of The Digital Edge: Exploiting Information and Technology for Business (2012), The Social Organization: How to Use Social Media to Tap the Collective Genius of Your Customers and Employees (2011) and the eProcess Edge: Creating Customer Value & Business in the Internet Era (2000).
Mark was named in the Huffington Post as one of the 100 most influential technology bloggers. He is a contributor to the Wall Street Journal, Harvard Business Review, Financial Times and other publications on issues of technology and strategy. He has lectured at Oxford University and currently teaches courses at Columbia University in New York and the University of Wisconsin Business School.
Mark graduated from Colgate University, with Honors in Economics and Political Science, Trinity College, Hartford CT with a Masters in Economics and International Finance and TU Delft with a PH.D. in Technology Policy Management.
He is based in Chicago, Illinois, USA where he lives with his family.
WI Dept of Workforce Development
Steve Mueller is the CIO for the Wisconsin Department of Workforce Development. He is responsible for application development, infrastructure and operations as well as strategy and leadership for enterprise business analysis, project management, and lean government initiatives.
Steve's value to his business partners comes out of his natural curiosity about technology, a desire to challenge and develop his managers and staff, coupled with an action-oriented approach to deliver business outcomes. One of Steve's core tenets, "optimize before digitize" emphasizes studying business processes before applying automated solutions.
Steve holds a BS in Business Administration, majoring in Finance and Marketing. He has 20+ years of IT management experience in the private and public sectors holding key IT positions in consulting, health care, retail and government organizations. Steve also serves as an Executive Member of the State of Wisconsin IT Directors Council.
University of Wisconsin Foundation
Kari Myrland is the CIO at the University of Wisconsin Foundation assuming the position in early 2013. In this role she is responsible for overall IT operations and data management, including the current implementation of Blackbaud’s CRM and Financial Edge systems. While new to the Higher Education space, Kari is a seasoned IT executive with experience leading large, enterprise software projects. Before landing at the University of Wisconsin Foundation, Kari was the Senior Director of Information and Communications technology at Promega Corporation where she was responsible for both IT and Marketing Communications. Kari earned a BS from James Madison University.
Journal Communications, Inc.
Michael O’Brien was named vice president, information technology for Journal Communications in 2010. Journal is headquartered in Milwaukee and was founded in 1882. It is a diversified media company with operations in publishing, radio and television broadcasting and interactive media.
O’Brien has more than 28 years of progressive business systems and operational process experience. He most recently served as VP, information systems at InfuScience, Inc., a privately held national home infusion provider, where he had responsibility for all business systems, operational process development, IT infrastructure and IT operations. Before InfuScience, he was director of IT for Jefferson Wells International, a wholly owned subsidiary of Manpower Inc., where he was responsible for business systems process, IT infrastructure and operations.
O’Brien received a B.S. in computer science from Marquette University and an M.S. in computer science from Brigham Young University. He is an active member of the United Way of Greater Milwaukee, and is currently serving as a co-chair for the 2012 Community Campaign. He also is actively involved in supporting Big Brothers Big Sisters of Metro Milwaukee and Adoption Resources of Wisconsin.
WI Dept of Revenue
Rick Offenbecher is the Chief Information Officer and Administrator for the Technical Services Division of the Wisconsin Department of Revenue (DOR); a 14 billion dollar state agency responsible for the administration of all major state tax laws and enforcement of the state’s alcohol beverage and tobacco laws. As a member of the agency's executive leadership team, Rick is responsible for providing vision and leadership for its technology strategy and ensuring that its technological capabilities are responsive to the agency's overall business goals.
Since joining DOR in 1999, Rick has held roles of increasing responsibility within information technology including technical architect, chief of infrastructure and operations, and deputy division administrator. Under Rick’s leadership, DOR is consistently recognized as an innovative leader in the application of business technology within the IT and tax administration services industries.
Rick is currently serving as the Executive Chair for the State of Wisconsin IT Directors Council; a working group of state agency CIO's and IT directors. This group advises state government decision makers on matters relating to information technology. In 2008, Rick received the DOR Outstanding Services Award for Innovation. Prior to working at DOR, Rick worked in a variety of IT roles within the private sector, including positions at a global engineering company and a multinational teleservicing company.
Vice President of IT
As Vice President of Information Technology (IT) of Sargento Foods Inc., Sue oversees all of the Sargento IT functions, including the development, implementation and support of information systems, security and compliance, data management and integrity, and project/portfolio management. Sue’s unique background allows her to work closely with departments to properly align IT and business strategy.
Sue joined Sargento in 1997 and has held various management positions in Finance, including supporting the Consumer Products Division business decisions and leading the implementation of key software solutions. Prior to her current position in IT, Sue was the Assistant Treasurer. Before joining Sargento, she spent twelve years with the Kohler Co. in various Finance and Accounting roles.
Sue is a graduate of University of Wisconsin-Eau Claire with a degree in Finance, and also earned an MBA from UW-Milwaukee. Sue is also a licensed CPA
Vice President, Information Systems American Family Insurance
Greg is responsible developing new business processes and systems to support American Family. Prior to joining American Family in 2009, he was Vice President, IT and Corporate CIO Sentry Insurance. Before entering the insurance industry, Greg worked as a consultant for ten years. His clients included many of Wisconsin’s leading companies, including Miller Brewing, Harley-Davidson, Kohler Co., Pleasant Company, and American Breeders Service.
Greg is a graduate of the University of Illinois at Urbana-Champaign, with degrees in Computer Engineering and English Literature. Greg and his wife Connie McElrone have two children and live in Madison.
Plantes Company, LLC
Kay Plantes is an MIT-trained economist, business strategy consultant, columnist and author. She helps enterprises of all sizes and sectors accelerate marketplace, customer and financial success by innovating their business models, improving their marketing processes and enhancing the effectiveness of their leadership team. Prior to starting her consulting practice, Kay led strategy and business development for a global medical equipment company now part of GE Health. She is a contributing columnist for WTN News and writes a weekly blog on business model innovation. A frequent keynote speaker, Kay is the also lead author of “Beyond Price: Differentiate Your Company in Ways that Really Matter.” The book’s guide to business model innovation was adopted by ICanPilot for its sales and marketing project management tools offering.
Kay served a Chief Economist and Director of Policy Development for the Wisconsin Department of Commerce under then Governor Lee Dreyfus and moved to Wisconsin to be an Assistant Professor of Economics at University of Wisconsin, Madison following completion of her PhD at MIT and her BS in Business Administration at The Pennsylvania State University.
She recently spent a year as a senior managing consultant with IBM to better understand the challenges of communicating culture and executing strategy in a large corporation.
WPS Health Insurance
Guy Ringle is the Former CIO of WPS Health Insurance. Guy has extensive experience in the insurance and financial service industries. He has expertise in technology, product development, business development and operations.
As the CIO for WPS, Guy is responsible for all technology functions for WPS’ Commercial, TRICARE, Medicare and EPIC Life business lines. WPS is an insurance and financial services company providing health and benefit plan administration to private and government customers. WPS employs over 3,000 employees with annual revenues exceeding $938 million. WPS annually processes in excess of 200 million claims with benefit payments of $54 billion.
Prior to joining WPS, Guy served as Senior Vice President of Metavante’s Payment Services Division where he managed eleven data processing centers throughout the United States.
Guy earned a Bachelor of Science degree in Mathematics from the University of Wisconsin. Guy serves on the CIO Executive Summit Advisory Board and the University of Wisconsin-Madison eBusiness Consortium Advisory Board.
SVP & CIO
CUNA Mutual Group
Rick Roy is the Chief Information Officer for CUNA Mutual Group; a $13 billion diversified financial services company, headquartered in Madison, Wisconsin. He is also responsible for corporate shared services including security, real estate and facilities, and enterprise procurement.
Under Rick’s leadership, CUNA Mutual IT is consistently recognized as an innovative leader in the application of business technology in the IT and financial services industries. Rick has appeared in leading media outlets including The Wall Street Journal, NBC Nightly News, The Economist, InformationWeek, CIO, Insurance Networking News, and Insurance & Technology. In 2011, Society of Information Management (SIM) and the Wisconsin Business Journal recognized Rick as the Enterprise CIO of the Year.
Rick has 30 years of technology industry experience including 20 years in the IT vendor community working for software, services and outsourcing companies. Prior to joining CUNA Mutual, Rick was Senior Vice President and General Manager of Metavante (FIS) Corporation’s product development organization.
Rick is an adjunct professor at Marquette University in their Graduate School of Management and is a director for several CUNA Mutual subsidiaries including CUMIS Specialty Insurance, MEMBERS Life Insurance Company and CUNA Brokerage Services.
Rick holds a Master’s Degree in business from Marquette University and a Bachelor’s Degree in management information systems from the University of Wisconsin-Milwaukee. He has completed executive programs at Harvard Law School and Northwestern University’s Kellogg School of management.
Northwestern Mutual Life Insurance Company
Tim Schaefer is Chief Information Officer (CIO) for Northwestern Mutual, Milwaukee, WI. In this role, Tim has responsibility for planning, development and deployment of the company’s information technology resources to meet the business needs of the company’s risk and investment product lines, corporate functions and the almost 7,000 financial representatives in 350 network offices across the United States. Tim has been with Northwestern Mutual 20 years serving in a number of IT and non-IT leadership roles. Tim earned a BBA from the University of Wisconsin-Milwaukee, a Masters degree in organizational behavior from Silver Lake College and has completed the Leadership at the Peak Program at the Center for Creative Leadership. In the community, Tim is on the Board of Silver Lake College in Manitowoc, Wisconsin.
Dr. Phil Shelley
As former CTO of Sears Holdings, Dr. Phil Shelley has several years experience in helping move a large iconic brand into a near real-time model where digital engagement with customers has become the norm. Like many companies, Sears IT landscape was fragmented, duplicative, heavy use of ETL and batch-oriented. Moving the people, process and systems to align with faster delivery of services, solutions and collapsing systems into single points of truth was a major focus of the CTO role. The use of Open-Source and Big Data technologies was a major enabler for the transformation, along with re-alignment of teams, new skills and data governance. The establishment of an enterprise data architecture was critical and is pivotal to successful Big Data initiatives.
Phil has led IT Operations for one of the largest retailers in the world, including Data Centers, Data Warehousing, Data Integration, Enterprise Architecture and System Engineering. Phil led his organization through major changes in retail, such as realtime omni-channel system architecture, design, implementation and operations, including single view of customer, basket, inventory and loyalty systems.
Sears enjoyed significant recognition for the innovations in these areas, with many articles using Sears as an example (http://consultnpp.com). In addition to the CTO role, in 2012 Phil was appointed CEO of a Sears startup in Big Data technologies. Phil recently left Sears to form NPP, a Big Data advisory firm, helping companies design and implement Big Data initiatives, where Phil can use his significant experience to speed similar efforts in client companies.
Dr. Shelley has a PhD in bio-medical engineering, having worked in the UK, Germany and USA; he has led Research and Development, Quality and IT organizations and held positions in various technical and business leadership roles including CEO, CIO and Chief Technology Officer. Phil has directed IT Operations and focused on innovation, Big Data, Cloud computing and the modernization of IT. Phil has led the innovative migration of batch workload off mainframes to Hadoop, large-scale private open-source cloud computing, Hadoop for Big-Data, BI and infrastructure modernization.
Phil is an industry expert speaker on Big Data, noSQL and Cloud computing, he is also co-chair of the cloud computing chapter of the IAOP and President of NPP, industry experts in C-Level Big Data strategies and implementation.
WI Dept. of Justice
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