Fall 2016 Agenda

Sunday, October 23, 2016
2:00 PM – 7:00 PM Solution Provider & Attendee Registration
2:00 PM – 3:30 PM Leadership Roundtables

  • Changing the Culture – Working with the Executive Team on Changing Needs in the Digital Age
  • Developing Agile Measurement for Marketing Investments
  • Aligning IT and Marketing Teams to Build Business Value
3:45 PM – 4:15 PM BE Introduced: Speed Networking Introductions
Time for some fun! These quick 2-3 minute conversations with other attendees, vendors and BE staff is guaranteed to help you make new connections and expand your network.
4:30 PM – 5:00 PM Attendee Welcome & Orientation
5:15 PM – 6:00 PM Marketing Excellence: Best Practices to Make Your Marketing Count
Presented by Laura Patterson, President, VisionEdge Marketing

Marketers everywhere want are pressed to prove and improve the value of Marketing. An elite group of Marketers does this better and differently than their colleagues. Learn the 10 best practices these Marketer’s employ to measure Marketing’s impact, contribution, and effectiveness and how these practices enable them to be more relevant, credible, and influential within their organization.
Visionedge Marketing at the 2016 Fall Midmarket CIO Forum

6:15 PM – 7:00 PM The Evolved CMO

Accept it: your customers – empowered by technology – now know more than ever before about your company’s products and services, pricing, and reputation. Your competitors can more easily imitate you, or undermine the moves you make to compete. The only way to win, serve, and retain customers is to become customer-obsessed. Join Michelle de LussanetVice President & Research Director for the marketing and strategy division at Forrester Research, to learn how to put customer obsession at the center of your business and marketing strategy. You’ll learn how to:

  1. Transform the customer experience with a systematic, measurable approach
  2. Accelerate your digital business future to deliver greater agility and customer value
  3. Embrace the mobile mind shift to serve customers in their moments of need
  4. Turn data into business insights to continuously improve your efforts


7:00 PM – 9:00 PM Welcome Reception
Monday, October 24, 2016
6:00 AM – 6:30 AM Morning Fun Run/Jog/Walk!
7:30 AM – 8:20 AM Technology Roundtable Breakfast:

Discussions around pressing technology concerns and best practices.

  • Google Apps vs Office 365 vs IBM Verse
  • Turning Data into Revenue
  • Cyber Security
  • Integrating Cloud Based Solutions with Legacy Systems
  • Best Practices in BI/Big Data
  • Disaster Recovery Strategies
  • Driving Mobile Application Development and Adoption
  • Enterprise Applications in the Cloud
8:25 AM – 8:55 AM Management VS. Employees: How Leaders Can Bridge the Power Gaps That Hurt Corporate Performance

Presented by Hayes Drumwright, CEO POPin

This session will provide corporate leaders a road-map for bridging the hierarchical gaps between management and employees to gain company-wide acceptance of transformative strategic initiatives. Serial entrepreneur Hayes Drumwright will demonstrate how to take responsibility for uncovering and fusing the inspiration potential at all levels of your organization and neutralizing the culture of fear and apathy that corrodes the team and organizational commitments of your employees.

Attendee Take-Aways:

  • How to better implement change in today’s over-complicated, over-structured enterprise
  • Inspire the enterprise employee base to work with the same passion as the founders and executive team toward corporate success
  • Traverse the often confusing array of new social media tools in order to better understand which tool is appropriate to which situation without creating more social noise
  • Ensure a 70% success rate for new initiatives instead of the current 70% failure rate critical to corporate productivity, profitability, and viability

POPin Logo

9:00 AM – 9:30 AM Boardroom Introductions
9:30 AM – 10:40 AM Boardroom Sessions

Customized groups of marketing leaders with matching objectives and interests gather in boardrooms to jointly evaluate marketing solutions presented to the group that align specifically with their needs.

10:40 AM – 11:00 AM Morning Coffee Break
11:00 AM – 12:10 PM Boardroom Sessions
12:15 PM – 12:30 PM Marketing Executive Boardroom Debrief Part 1
Openly discuss thoughts, opinions and experiences on the technologies presented in your boardroom group so far. [Marketing Executive attendees only]
12:30 PM – 1:30 PM Lunch
1:35 PM – 2:20 PM Easiest Catch: Don’t Be Another Fish In The Dark ‘NetPresented by Mark Lanterman, Computer Forensic Services

You’ve read the headlines. Unfortunately, the question now is not if your information is going to be accessed or stolen, but when. Perhaps surprisingly, CIOs and CMOs are not immune to these attacks.

In an effort to inform the attendees of current developments in the digital underground as well as provide realistic advice for cyber protection, Mark Lanterman will be discussing recent high profile cyber-crime events, including Web Site breaches impacting retailers, banks and government agencies. Mark will discuss particularly dangerous types of threats that might effect individuals such as the Dark Web, the Internet of Things, phishing, and wifi attacks.

Computer Forensic Serivces

2:30 PM – 3:15 PM CEB Keynote – The End of Customer Empowerment

Presented by Michelle Anthony, Head of Channel Marketing

Customers today enjoy the benefits of more information, more choice, and more people to help make decisions. But in reality, those apparent advantages often work against buying groups, creating a painful purchase experience. In this session we explored the double-edged sword of “more.”

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 3:25 PM – 4:35 PM Boardroom Sessions
 4:40 PM – 4:55 PM Marketing Executive Boardroom Debrief Part 2
Openly discuss thoughts, opinions and experiences on the technologies presented in your boardroom group this afternoon. [Marketing Executive attendees only]
 5:00 PM – 7:00 PM One-to-Ones and Reception
Tuesday, October  25, 2016
7:15 AM – 8:15 PM Industry Roundtable Breakfast:

Discussions around pressing industry marketing concerns and best practices.

  • Best Practices in Banking/Financial Services
  • Best Practices in Business & Professional Services
  • Best Practices in Construction/Engineering/Scientific
  • Best Practices in Education
  • Best Practices in Healthcare
  • Best Practices in Logistics/Transportation
  • Best Practices in Manufacturing
  • Best Practices in NonProfit/Government
  • Best Practices in Retail
  • Best Practices in Utilities
8:15 AM 9:00 AM Analytics: The Intersection for Marketing and IT to Collaboratively Turn Data into a Winning Strategy for Growth – Laura Patterson

Presented by: Laura Patterson, President, VisionEdge Marketing

It’s easy to collect data without insight, but to gather insight without data is next to impossible. Big Data continues to trend because companies believe it will help them deliver a competitive advantage. While the importance of Big Data is well known, many organizations experience problems when attempting to translate data into the insights needed to inform strategy. Today’s hyper-competitive business environment necessitates the creation and execution of data-driven strategy.

Using real-life examples, in this presentation, attendees will:

  • Understand how to collect relevant data.
  • Learn how to properly evaluate data and transform it into actionable insights.
  • Use information to create data-driven business decisions.


9:10 AM – 10:15 AM CMO Roundtables
10:20 AM – 10:40 AM Morning Coffee Break
10:40 AM – 11:50 AM Boardroom Sessions
11:55 AM – 12:10 PM Marketing Executive Boardroom Debrief Part 1
12:15 PM – 1:15 PM Lunch
1:20 PM – 3:10 PM Boardroom Sessions
3:15 PM – 5:15 PM One-to-Ones and Reception
5:20 PM – 5:50 PM Marketing Executive Boardroom Debrief Part 2
7:15 PM – 8:00 PM Awards Cocktail Reception
8:00 PM – 10:00 PM Hill Country Texas BBQ

Agenda Descriptions


The Opening Keynote, to be delivered by an innovative thought leader with years of experience in an area of expertise, will set the stage and drive the energy for the remainder of the Forum.


The General Session will precede the Boardrooms on Tuesday morning following breakfast.


Peer exchange sessions are topical discussions for the purpose of exchanging ideas and experiences among the midmarket technology executives.


Leading technology providers deliver case study presentations to select groups of executives in an exclusive, private boardroom setting – identifying critical business issues and discussing how their product or solution solves a specific midmarket business need.


Takes boardroom discussions up a notch to bring Marketing Executives and Solution Providers together for a face-to-face discussion on specific services and solutions in a private setting. One-to-one meetings take place daily on the show floor — either scheduled before the event or arranged onsite.


As the closing session for the event, the casual and social awards reception features products and innovations that have the best market potential based on voting by the participating attendee. Award categories are:

Vendor Awards: Winners chosen by CMOs participating in the Midmarket CMO Forum.

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Executive Award: Winner selected by a panel of executive peers based on the nature, breadth and complexity of the project; performance improvement and financial benefits; and effective communication of significance. APPLY HERE


If you are a Marketing Executive and would like to participate as our guest, please fill out our interest form.

Solution Providers: Design a custom sponsorship package or ask for our updated attendee list.
Contact Dawn Shultz at +1 503-819-7030 or email.

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