Paul Amos, Aflac
Paul Amos, Director & Partner, Jordan-Blanchard Capital and former President, Aflac
Paul S. Amos II will be joining Jordan-Blanchard-Amos Capital, LLC as a director and partner as of September 1, 2017. JBA Capital is a private investment firm that focuses on the long-term acquisition of quality businesses. Most recently, he served as the president of Aflac, the largest provider of supplemental insurance in the United States and the leading provider of medical and cancer insurance in Japan. He brings JBA Capital more than 15 years of leadership experience in the insurance and financial services industries and was No. 6 on ExecRank’s 2012 list of the top 100 COOs in the United States. Amos led Aflac’s acquisition of Continental American Insurance Company and the expansion of the broker distribution channel.
Prior to his departure, Amos oversaw corporate strategy for Aflac Inc. and was responsible for Aflac’s corporate venture capital operation. He also directed Aflac Japan, which is Aflac’s largest earnings contributor. Aflac Japan generates more than 75 percent of the company’s income, and Amos was leading the conversion of Aflac Japan into a company subsidiary. He previously served as president and chief operating officer of Aflac U.S. and as the executive vice president of U.S. operations. Amos learned the business from the ground up by beginning his Aflac career as the state sales coordinator for Aflac’s Georgia-North operation. It grew to become the company’s No. 1 operation. Before joining Aflac, he worked in the corporate legal division of a Washington-based merger and acquisition firm.
Amos’ experience in the insurance industry and his emergence as one of the top young business leaders in the U.S. resulted in numerous speaking opportunities. He has been a featured speaker at the American College Knowledge Summit, the National Association of Insurance Commissioners, Columbus State University’s Jim Blanchard Leadership Forum, the University of South Carolina’s BB&T Foundations of Capitalism Speaker Series, the Society of Human Resource Management Conference and the American Chamber of Commerce in Japan.
Amos actively participates in professional, philanthropic and educational organizations. He served as a member of the boards of directors of Aflac Incorporated and Japan Society of New York. He currently serves as a member of the board of directors for Turner School of Business at Columbus State University. He is also a member of the Georgia Research Alliance board of trustees, the COLE Leadership Circle of Duke’s Fuqua/Coach K. Center on Leadership & Ethics, the advisory board of BeWell and the Young Presidents’ Organization or YPO.
Amos earned a bachelor’s degree in economics from Duke University and a master’s degree in business administration from Emory University. He also holds a juris doctor degree from Tulane University.
Amos lives in Columbus, GA with his wife, Courtney and their 4 children.
Amy Belew, BlackRock
Amy Belew, Managing Director, Global Head of Market Intelligence, BlackRock
Amy Belew, Managing Director, BlackRock is the Global Head of Market Intelligence, part of Corporate Strategy. Her team is responsible for analyzing the finanical services competitive landscape and providing insights and supportive data to business teams across BlackRock helping shape strategic thinking. She previously was head of iShares Global Business Intelligence, focused on research and analysis of the global ETF industry and helping inform trends in the fastest growing segment in asset management.
Prior to joining BlackRock, Amy was a Managing Director with AllianceBernstein, based in New York from 2001 to 2011. During her tenure, she was responsible for managing several business operations, including Global Business Intelligence, Global Sales Operations and Internal Retail Sales.
Amy also led client service, sales and distribution operations for various organizations, including Canon, CDNow and other direct marketing.
Amy graduated from Old Dominion University with a Bachelor of Science in Business Administration, with a focus on Marketing.
Sameer Bhatti, Comcast
Sameer Bhatti, VP Product Development, Comcast
Sameer Bhatti is Vice President, Sales and Marketing at Comcast where he leads go-to-market for Xfinity products and where he has evolved the competitive intelligence function as a strategic function. In an earlier role he led the transformation of the Company’s multifamily business including the new brand (Xfinity Communities) and messaging, new gigabit fiber solutions, and new 500-person channel focused on sales and service.
Previously, he was product line manager at Verizon for the Fios portfolio and helped grow Fios TV from inception to over 3 million customers. He has also spent time at Juniper Networks and also at TenX Capital Partners, an affiliate of Cerberus Capital Management, where he focused on buyout modeling, due diligence and turnaround execution of middle-market telecom and technology companies. Sameer launched his career at Deloitte Consulting where he advised communications service providers on OSS/BSS and customer care deployments.
Sameer holds an MBA from the Fuqua School of Business at Duke University and a BS in Management Science and Statistics/Decision and Information Sciences from the University of Maryland. His current areas of interest include blockchain, machine learning and digital identity and how fintech intersects with telecom.
Leo Boulton, ADP
Leo Boulton, Vice President of Competitive Intelligence, ADP
Leo Boulton is Vice President of Competitive Intelligence for ADP. Leo was previously the Director of Technical Competitive Intelligence for the Enterprise Infrastructure and Software group at Cisco. This covers the largest business unit of the portfolio (i.e. switches, routers, wireless, security, and orchestration software). His team focused on providing competitive intelligence guidance to engineering and product management for strategic decision making. At the same time, educated the sales force in competitive practices, to increase their chances of winning. Prior to his 6 years in CI, Leo used to be in the trenches performing multiple pre-sales roles for different market segments in the South East US. Leo is also highly involved in the industry as the SCIP South Florida chapter co-president and frequent speaker at their international conference.
He lives in Fort Lauderdale, FL, with his wife and four children. He is an avid long distance runner and soccer fan. Lately, he’s been applying his competitive intelligence experience to the under 6 year old division of youth soccer by coaching in his city league.
Denise Brien, Oath: A Verizon Company
Denise Brien, Senior Director, Consumer Analytics & Research, Oath: A Verizon Company
Denise Brien serves as Oath’s Senior Director of Consumer Insights. In this role, Denise is responsible for bringing the voice of the consumer to decision makers in Products, Marketing, and Sales. She has worked in market research for 15 years and has extensive experience leading custom quantitative and qualitative research. Prior to joining AOL, Denise held positions in research and consulting at Premium Knowledge Group and JD Power and Associates.
Cynthia Correia, Simmons College
Cynthia Correia, Executive Advisor, Strategy & Competitive Intelligence Architect, Instructor, Knowledge inform and Graduate Program Adjunct Professor, Simmons College
Chair of the Council of Competitive Intelligence Fellows, Cynthia is a distinguished leader in the CI field. She is an author and speaker, appearing in leading publications including The New York Times, Competitive Intelligence Magazine, Super Searchers on Competitive Intelligence, and The Handbook of Information Management (9th ed.). Cynthia teaches a graduate-level CI course at Simmons College, for which she has been recognized for instructional excellence. She is the designer and developer of SLA’s Competitive & Decision Intelligence Certificates Program, and recipient of the Society of Competitive Intelligence Professionals’ 2011 Catalyst Award, and 2012 and 2015 WISE Faculty of the Year awards.
Kathleen Dean, INOVIS
Kathleen Dean, Senior Director of Strategic Client Services, INOVIS
Kathleen Dean is the Senior Director of Strategic Client Services, IT Division, with INOVIS, Inc. With 17 years of experience in the IT industry, she brings the perspective of a Fortune 50 strategist and insights practitioner to her work. She has served as a world-wide senior product marketing manager (driving software content marketing strategy and product evangelization), a senior insights manager in competitive and market strategy and intelligence (responsible for delivering actionable customer, market, and competitive analysis to support business strategy and planning), and a senior channel program manager (enabling and supporting multiple routes to market for software partners) in addition to other marketing roles at Hewlett-Packard and Hewlett Packard Enterprise. She holds an M.S. in Technical Communications from Colorado State University. Based in the foothills of northern Colorado, she is also a beekeeper and a board member of the non-profit Children’s Speech and Reading Center (CRSC).
Steven Douvas, FM Global
Steven Douvas, Senior Market Research Consultant, FM Global
Steven Douvas is a Senior Market Research Consultant for FM Global, one of the world’s largest commercial property insurance companies. He is responsible for market research, strategic planning, and competitive intelligence. Prior to joining FM Global, Mr. Douvas spent seven years as the Market Research Manager at Harvard Pilgrim Health Care where he developed the market research and competitive intelligence functions. He also spent five years at various management consulting and market research firms working for Fortune 500 clients in the chemical, pharmaceutical, and consumer products industries.
Mr. Douvas holds a M.Sc. in Economics from the London School of Economics and a B.A. in Economics from the University of Essex, Colchester, England and has passed the C.P.A. examination in Massachusetts. He is a member of the Conference Board’s Council of Competitive Intelligence. He currently resides in Wrentham, Massachusetts, and is happily married with three children.
Over the past decade, Mr. Douvas has jointly published articles and authored a number of FM Global white papers, specifically on globalization and the future of insurance and risk management.
Mark Foulds, Dunkin’ Brands Inc.
Mark Foulds, Senior Manager, Competitive Intelligence, Dunkin’ Brands Inc.
Mark Foulds leads the competitive intelligence function at Dunkin’ Brands. The intelligence team supports global research, analysis, decision and planning for Dunkin’ Donut and Baskin’ Robbins brands to executive and senior management.
With over 20 years’ experience in Retail strategy Mark was most recently Head of Consumer Credit and Sales, in the UK, and after working in financial services at Lloyds Banking Group for 16 years transitioned into the quick service restaurant industry by becoming an intelligence practitioner. Mark is an experienced competitive intelligence professional with broad industry knowledge in several industry segments, coupled with direct work experience in US and European markets. He holds a GMBA in International Marketing, a MA in Business Management, and is a Master of Competitive Intelligence (ACI) alumnus.
Benjamin Gilad, Fuld-Gilad-Herring Academy of Competitive Intelligence
Dr. Benjamin Gilad, Co-Founder, Fuld-Gilad-Herring Academy of Competitive Intelligence
Dr. Benjamin Gilad is a former Associate Professor of Strategy at Rutgers School of Management and author of over 60 articles and five books on competitive intelligence, including The Business Intelligence System (Amacom, 1988), Business Blindspots (Irwin, 1994), Early Warning (Amacom, 2003) and Business War Games (Career Press, 2009). He co-founded the Fuld-Gilad-Herring Academy of Competitive Intelligence (www.academyci.com) back in 1999 and was the first to introduce business war gaming to the Fortune 500 back in 1989. He is old, cranky, cynical, and has a funny accent. He is also a great teacher no one forgets. He worked with every market leader you can name in Pharma, energy, consumer products, food processing, beverages, high tech, manufacturing, defense, aerospace, software, insurance, and service Fortune 500s on six continents. He writes on competitive intelligence and strategy for HBR. He lives in Florida because no one told him it gets hit by hurricanes.
Erik Glitman, Fletcher/CSI
Erik Glitman, CEO, Fletcher/CSI
Erik Glitman is a founder and CEO of Fletcher/CSI and serves as the Director of Global Operations, Research, and Strategy. As a founder of Fletcher/CSI, he has been active in the Competitive Intelligence industry for over 15 years. He has worked with clients in areas such as automotive, electronics, Healthcare, IT, kitchenware, machinery, pharmaceuticals, and Telco.
As an active part of the Fletcher/CSI consulting practice, Erik has extensive experience in working with clients to help them gain competitive advantage in the marketplace through the integration of qualitative and quantitative CI collected from global sources. Fletcher/CSI, headquartered in Williston, VT, has been active in the international CI marketplace since its inception and operates with 22 affiliate offices world-side. International clients use Fletcher/CSI consulting services to understand competitor positions and develop strategies to increase profitability. A global leader in ethical CI, Fletcher/CSI has a history of accurate and timely analysis on competitive situations while working with clients to develop effective strategies in rapidly changing markets.
Erik holds a B.S. degree in Economics from the University of Vermont, a B.S. in Environmental Studies from Johnson State College, and an M.S. in International Affairs from American University. He is active with local charities and serves on the board of the Vermont Multiple Sclerosis Society Bike Tour, to be held in August of each year.
Richard Gordon, Comcast
Richard Gordon, Marketing Manager, Comcast
Shay Hershkovitz, XPRIZE
Shay Hershkovitz, Director of Research, XPRIZE
Dr. Shay Hershkovitz is XPRIZE’s Director of Research. He is a former Adjunct Professor in the Departments of Political Science at Tel Aviv University in Israel, and the former Chief Strategy Officer of Wikistrat, a crowd-sourced geopolitical consultancy. He holds a Ph.D. in Political Science from Bar-Ilan University, and did post-doctoral work in Political Science at the University of Maryland. His extensive knowledge of intelligence, strategy, and geopolitical analysis was developed through some twenty years of experience as both a practitioner and academic. With the Directorate of Military Intelligence (AMAN) of the Israel Defense Forces (IDF), he was Head of its Regional Research Branches between 1994–2006. His scholarly interests range from the theory and practice of national intelligence, intelligence analysis, and competitive intelligence, as well as Middle Eastern geopolitics.
Michael High, Royal Dutch Shell – Deepwater
Michael High, Head of Planning and Reporting, Royal Dutch Shell – Deepwater
Michael High is Head of Planning, Appraisal and Reporting for the Deepwater line of business of Royal Dutch Shell and is based in Houston, TX. With key assets in Brazil, Nigeria, Malaysia and the US, the Deepwater business is one of two key growth engines for Shell over the coming decade. In this and prior roles, Michael’s been integral in strengthening the partnership between global strategy, portfolio, planning & reporting teams in order to improve the coherence between external reality, current performance, operational plans and strategic aspirations. He’s also been a key change agent, leading transformations efforts within the planning & appraisal community, and facilitating the post-merger integration of the Shell and BG business planning processes. He is passionate about looking externally for new ideas and actively driving continuous improvement
Michael’s previous roles have covered front-line business finance, planning, budgeting, reporting, and performance appraisal in the global upstream, manufacturing and unconventional gas businesses of Shell. Prior to Shell, Michael was a US Army intelligence officer following his completion of the Reserve Officer Training Corps (ROTC) program at Georgetown University, where we was the distinguished graduate. Originally from the Washington, DC area, Michael has had assignments in North America, Europe and Asia.
Michael is a passionate leader with extensive experience leading, managing, mentoring, coaching and developing teams in a for-profit, governmental, and not-for-profit context. This lead to his recognition as one of five globally as 2011 “Young Leader of the Year” by the Institute of Management Accountants.
He has a MS in Finance from Indiana University and a BS in Business Administration from American University. He is also a Certified Management Accountant, Six Sigma Greenbelt and Lean Practitioner.
Eirik Hooper, DP World
Eirik Hooper, Director CI, DP World
Eirik Hooper is the Director of Competitive Intelligence for DP World, one of the world’s largest Ports & Logistics operators. Bringing to bear over seventeen years of experience across four continents in the ports sector, he founded and continues to manage the competitive intelligence function for the global company. Like many others in this profession he came into it tangentially, having first gained experience as an engineer, an accountant, a business analyst and a commercial manager.
Passionate about understanding how things work, he graduated from Oxford University with a Masters in Engineering. His professional education includes qualifying as a Management Accountant, gaining an MBA with distinction from Deakin University and thoroughly enjoying working through the CIP certification courses with the Academy of Competitive Intelligence in Boston.
Originally from the UK, he currently lives in Dubai with his wife, two young daughters and assorted animals. In recent years he founded a “Corinthian-spirited” triathlon club for ex rugby players that predictably led to competing in Ironman events and has taken up kitesurfing whilst maintaining he is absolutely definitely not going through a midlife crisis.
Derek Johnson, Aurora WDC
Derek Johnson, CEO, Aurora WDC
Derek Johnson has been with Aurora WDC since 2003, and has served as Chief Executive Officer since early 2010. He invests most of his time guiding the overall strategy of the business and directing the firm’s external consulting opportunities with clients. Prior to his promotion to CEO, he served the prior seven years as Chief Operating Officer and Director of Research. Before joining Aurora, Mr. Johnson was in the Investment Management industry as an account and portfolio manager. He was inducted into the Council of Competitive Intelligence Fellows (CCIF) in 2015, served as Program Chair of the 2009 SCIP International Conference in Chicago, and served Wisconsin’s SCIP chapter as co-chair from 2007-2009. Derek holds an MBA from the University of Wisconsin-Madison, a BBA in Finance & Economics from University of Wisconsin-Eau Claire, and is a Chartered Financial Analyst (CFA).
Marc Limacher, INOVIS
Marc Limacher, MBA, Founder and CEO, INOVIS
Marc Limacher started the company in 1992 as a boutique primary CI specialty firm focusing mostly on the IT and life sciences industries.
As a 28-year veteran in the CI and counter-intelligence industry, he has grown INOVIS into a global leader in primary intelligence & strategic consulting services, counting a select group of global Blue Chip companies as loyal clients. The introduction of an expert regulatory intelligence practice as well as the ProACT scenario planning software tool are unique in the industry.
Prior to INOVIS, Marc was Director of Market Intelligence at a leading West Coast institutional investment firm for five years, providing primary intelligence on small-/medium-/large-cap equities via a global employee network of 65 investigative journalists. He also delivers custom CI seminars and is a frequent lecturer on CI and counter-intelligence topics at companies and to academia.
Marc is fluent in 5 languages and enjoys the proximity to the ski slopes from the Lucerne office, the proximity to the Pacific waves from the Palo Alto office, and the proximity to NYC from the Princeton NJ office.
Steven LoGiudice, Memorial Sloan Kettering Cancer Center
Steven LoGiudice, Director of Strategy Management and Insights, Memorial Sloan Kettering Cancer Center
Steve LoGiudice is the Director of Strategy Management and Insights at Memorial-Sloan Kettering Cancer Center (MSKCC). A founding member of MSKCC’s Strategy and Innovation (S&I) department, Steve’s work focuses on delivering strategic insights about MSKCC’s internal business dynamics within the context of the external environment and competitive dynamics. His team is also instrumental in conceptualizing and developing new programs designed to achieve our strategic goals and, ultimately, our mission. He also established and manages S&I’s footprint in social media with the @MSK_Strategy twitter page. Prior to his time with S&I Steve served as Finance Manager for MSKCC’s Department of Surgery.
Steve holds an MS from The Robert J Milano Graduate School of Management and Urban Policy from The New School and a BA in Public Administration from Miami University, Oxford Ohio.
Paul Logue, SAP
Paul Logue, Vice President and Global Head of Competitive and Market Insights, SAP
Mr. Logue joined SAP in 2017 as the Vice President and Global Head of Competitive and Market Insights. He is responsible for delivering a broad set of integrated customer and business insights to support corporate executive strategy, marketing, and sales across SAP’s business units. Paul is pioneering innovative research and analytic initiatives designed to enhance SAP’s understanding of its customers to enable and accelerate corporate growth.
Prior to SAP, Paul was Vice President and Global Head of Insights and Growth Analytics for Hewlett Packard Enterprise. With fifteen years of executive leadership experience at HPE, he took on successively expanded executive leadership positions across a broad set of marketing and strategy functions.
Paul has a deep passion for serving the community and promoting educational programs and college accessibility. Paul currently serves on the Advisory Board for the SJSU Lucas School of Business. Additionally, Paul serves on the Diversity Council at the UC Berkeley Haas School of Business.
Paul graduated with a B.S. in Aerospace Engineering from San Jose State University, an M.S. In Mechanical Engineering from Santa Clara University, and an M.B.A. from U.C. Berkeley Haas School of Business, distinguished as a national fellow with the Consortium for Graduate Studies in Management.
Colm Lysaght, Western Digital
Colm Lysaght, VP Corporate Strategy, Western Digital
Colm Lysaght is VP of Corporate Strategy & Innovation at Western Digital Corporation. His responsibilities span Strategic Planning, Portfolio Management, Market & Competitive Intelligence and New Business Generation. Prior to Western Digital, he has worked at SanDisk Corporation, Matrix Semiconductor and Hewlett-Packard in various R&D, marketing and strategy roles. He has an MSEE from Stanford University and an MBA from UC Berkeley Haas School of Business. Outside of work, he is an avid triathlete, mountain biker and trail runner. He is married with two children.
Mallika Madakasira, Blue Shield of California
Mallika Madakasira, Manager – Brand, Insights, Blue Shield of California
Mallika Madakasira is a Manager of Brand, Insights and Creative Services at Blue Shield of CA. She was previously heading up their Competitive Intelligence organization and prior to that was in their “online and mobile” group Leading Analytics and Insights. She has extensive experience across B2B and B2C and across a variety of sectors – tech, packaged goods, financial services, healthcare biotech. She has previously spent over 7 years at Hewlett Packard and has consulted for Starbucks and Genentech.
Gabriela McCoy, Bacardi
Gabriela McCoy, Director of Consumer Insights, Bacardi
Gabriela brings over 15 years of global consumer insights and market intelligence expertise from working for top-tier companies across Food, FMCG and the Services industries. She considers herself a research muse, as she is on a relentless mission to inspire great work with breakthrough ideas and actionable consumer insights that drive revenue and profit.
Gabriela received her MBA from the University of Miami and has also spent time studying at Oxford University in England and at L’Etoile in Paris.
When not working, Gabriela spends much of her time exploring and adventuring the roads less traveled. She has traveled to 40 countries, but nevertheless, suffers from a severe case of wanderlust.
George Minow, Hewlett Packard Enterprise
George Minow, Print Business Information Manager, HP
George Minow manages transformation efforts in the Print and Imaging division of Hewlett Packard. HP introduced a Transformation Office looking to redirect millions of dollars from lower value to higher value opportunities. In this role understanding competitive positions is a high priority. Prior to this George was the Senior Manager in Customer and Market Insights with Hewlett Packard Enterprise, working on market and competitive projects using big data to improve insights into servers, Cloud, networking and Service Providers. Prior to that George was a Principal Advisor in Tech Marketing at Forrester Research and was a Partner with The Monitor Group managing the technology practice.
Adriana Orduna-Smith, Oracle
Adriana Orduna-Smith, Director, Competitive Intelligence HCM Apps, Oracle
Competitive Intelligence professional with 10+years of experience in Market & CI in the High Tech industry in Silicon Valley
Last 4 roles:
• Competitive Intelligence Director at Oracle Corp. – 2 years
• Competitive Intelligence Director – Saba Software – 4 years
• Sr. Manager Market & Competitive Intelligence – Openwave Systems – 5 years
• Sr. Manager Competitive Intelligence – Wind River Systems – 2 years
• Education: Intercontinental University (Mexico City), International Business (England)
• Member of SCIP – Society of CI Professionals
• Member of HOLA – Hispanic Oracle Leadership Assoc.
• Board Member of PTSA
Luciano Oviedo, Intel
Luciano Oviedo, Business/Corporate Strategist, Intel
Hari Patel, BioMarin
Hari Patel, Director of Competitive Intelligence within Product and Portfolio Development, BioMarin
Prior to joining BioMarin, Hari Patel spent nine years with increasing responsibility at Genentech. He led Genentech’s GIO (Immunology and Ophthalmology) Competitive Intelligence team, providing leadership to cross-functional commercial and planning teams. In addition, he provided insight for commercial, clinical and strategic decision-making.
Hari has over 17 years of healthcare experience providing strategic vision to firms ranging from a major medical center to global, multi-billion dollar pharmaceutical and biotech companies. Hari has strong competitive intelligence knowledge and experience (14 years). Last year, he was recognized at Pharma CI (an industry CI conference) and at Genentech for his innovative CI tools. Before joining Genentech he started the formal competitive intelligence program at Bayer Healthcare, LLC.
Prior to 2005, he worked with Eli Lilly and Co’s competitive intelligence program and was personally trained by a former CIA agent on the principles of intelligence gathering. At Lilly, he held positions in marketing, sales and corporate strategy & business development.
Hari holds an MBA, an MHA (Masters of Health Administration), and a Bachelors of Science in Biology from the University of Pittsburgh. He is active in the SCIP organization (Society of Competitive Intelligence Professionals) and in the Pharma CI group. In his spare time, he likes spending time with his wife, Reena and their 1-year old son, Kishan. When given an opportunity, he likes to explore vineyards in Napa and Sonoma area with his wife.
Victoria Richard, Greenberg Traurig
Victoria Richard, Manager, Competitive Intelligence, Greenberg Traurig
Victoria Richard has provided insights, intelligence and strategy guidance for SaaS start-ups and technology firms, and currently leads competitive intelligence (CI) for Greenberg Traurig, LLP. She was recognized in 2016 as an Outstanding New Leader by the Special Libraries Association (SLA) CI Division, and is passionate about building knowledge communities which make intelligence work accessible to all. She founded the Boston Intelligence Meetup and organized the Boston Insight Circle (powered by Aurora WDC); she is also an active member of SCIP and 2018 Chair for the SLA CI Division. A frequent industry blogger and speaker, she holds a B.A. in Communication Processes from the University of Connecticut, a M.A. in Communication from the University of NC at Greensboro, and a MBA and graduate certificate in CI from the Johns Hopkins University Carey Business School.
Jared Rieckewald, Northrop Grumman
Jared Rieckewald, Director Competitive & Cost Strategy, Northrop Grumman (Invited)
Jared Rieckewald is a Senior Director responsible for cost strategies, competitive intelligence and assessment, and price-to-win for NGTS priority pursuits. He is an experienced program and portfolio manager, acquisition professional, and intelligence officer with more than 15 years of focus on emerging technologies designed to meet warfighter and IC mission needs.
Most recently, he was a Program Director in NGAS’s Research, Technology, and Advanced Design organization. He supervised the capture and execution of cutting-edge Autonomy research programs for the Air Force and the Navy. Jared joined Northrop Grumman in 2013, managing analysis in support of the Aerospace Sector’s strategic planning efforts, business development campaigns, and several captures. His support to domestic and international pursuits spanned all facets of business intelligence from competitive analysis, to customer intelligence, capabilities analysis, and Congressional research.
Previously, Jared was a Senior Professional Staff Member of the Senate Select Committee on Intelligence. He led sensitive evaluations hand-selected by the Chairman and Vice Chairman, and conducted regular oversight of IC major system acquisitions for the full Committee. He drafted numerous sections of the 2012 and 2013 Intelligence Authorization Acts to strengthen oversight and accountability for emerging technologies.
Prior to that, Jared led inspections and reviews for the Office of the Inspector General at the Office of the Director of National Intelligence (ODNI), conducting oversight on major system acquisitions and sensitive activities within the Community. There he received the prestigious National Intelligence Reform Medal for groundbreaking work in information sharing and numerous other IC awards for performance and collaboration across agencies.
Jared began his professional career as a US Marine, serving as an intelligence officer and Weapons and Tactics Instructor. He managed forward flight-line intelligence centers during the Operation Iraqi Freedom invasion, and later served as an acquisition officer supervising the operational test and evaluation of all Marine Corps Intelligence, Surveillance, and Reconnaissance and Counter-Improvised Explosive Device programs of record.
Jared holds two degrees from Georgetown University: a Master’s in Policy Management from the McCourt School of Public Policy and a Bachelor’s of Science in Foreign Service from the Walsh School of Foreign Service.
Brad Roberts, Aetna
Brad Roberts, Strategic Planning Managing Director, Aetna
Brad Roberts is currently Strategic Planning Managing Director in the Product Innovation & Strategy department of Aetna’s Accountable Care Solutions business. In this role, he serves as a one-person research and intelligence shop, and as a subject matter expert on trends related to the move toward value-based contracting and accountable care. For the past 5 years, Brad has managed and supported various parts of Aetna’s value-based contracting strategy, including tracking effectiveness and penetration of value-based payment models, supporting internal and external communication on those models and managing the development of specific models, including leading the development of a national P4P program early on.
Brad has been in the competitive intelligence field since 2001. Before joining Aetna, Brad worked in CI-related roles at WellPoint (now Anthem and the owner of 14 Blue Cross plans) and UnitedHealth Group – the 2 largest insurers in the nation. He has also worked in CI roles in the software industry and has helped set up CI functions in multiple companies.
Helen Rothberg, Fuld-Gilad-Herring Academy of Competitive Intelligence
Prof. Helen Rothberg, Professor of Strategic Management, Marist College, and Senior Faculty, Fuld-Gilad-Herring Academy of Competitive Intelligence
Dr. Helen Rothberg is a Professor of Strategic Management in the School of Management at Marist College, and senior faculty in the Academy of Competitive Intelligence. She holds a Ph.D. and M.Phil from The City University Graduate Center, MBA from Baruch College, and a BA from Queens College. She is the 2011 recipient of the Board of Trustee’s Distinguished Teaching Award.
With Scott Erickson, she published From Knowledge to Intelligence: Creating Competitive Advantage in the Next Economy: Elsevier Butterworth-Heinemann, in 2005, and Intelligence in Action: Strategically Managing Knowledge Assets: Palgrave McMillan in 2012. Other publications include Competitive Intelligence Review, Competitive Intelligence Magazine, Electronic Journal of Knowledge Management, International Journal of Learning and Intellectual Capital, International Journal of Knowledge Management.
Helen’s research interests include shadow and intelligence teams, and the intersection between competitive intelligence and knowledge management. She is the principal consultant for HNR Associates, a network of knowledge focusing on strategic change, competitive intelligence and knowledge management challenges.
Mike Shea, NetApp
Mike Shea, Manager CI, NetApp
Mike started at NetApp with a brief stint in Technical Marketing, then spent 7 years as a Field Technology Lead, acting as a liaison between Product Management and Marketing and the Sales for Storage Management and Virtualization solutions. The role required deep understanding of customer requirements, gaining perspectives on future opportunities and threats; communicating them into the product roadmaps; evangelizing back to our field to drive up skill levels, solution visibility and higher adoption rates of NetApp technology.
Since 2012, Mike has been working in Competitive Intelligence, leading a small team of CI professionals focusing on supporting the sales team and providing Competitive Strategy services to the executive and product teams at NetApp.
Shannon O’Meara Smith, ViaSat, Inc.
Shannon O’Meara Smith, Director Market Research, ViaSat, Inc.
Director of Market Research at ViaSat, Inc., a global satellite communications provider, Ms. Smith has over 24 years of experience in both the Corporate and Military Intelligence fields; providing critical support to organizations around issues of organizational health and market growth.
Ms. Smith is well-versed in a number of diverse technology and market areas. These include, but are not limited to: cyber security, tactical and satellite communications, intelligence and surveillance systems, big data analytics, business model transformation and focused international growth.
Ms. Smith has worked for a number of large Aerospace and Defense technology companies, where her responsibilities included business forecasting, strategic planning, competitive landscaping, customer trends, buy-side market analyses, and long term strategic planning.
A career intelligence professional with over 17 years’ experience, she has served on active and reserve duty with both the U.S. Army and the U.S. Navy. Her last assignment (2006-2007) was with an Explosive Ordnance Disposal unit located at COB Speicher, Iraq. Areas of expertise include All-Source Analysis, Information Operations and Information Warfare. Her personal awards include the Meritorious Service Medal and the Joint Service Achievement Medal.
Invested in helping her community to thrive and grow, Ms. Smith is also an active commissioner on her hometown’s Municipal Arts Committee and Neighborhood and Family Services Commission.
Demian Straka, Hewlett Packard Enterprise
Demian Straka, Sr. Manager, Corporate Strategy Competitive and Customer Intelligence, Hewlett Packard Enterprise
Demian Straka manages Hewlett Packard Enterprise’s Corporate Strategy Competitive and Customer Intelligence teams. A 15+ year veteran of insights, he has led market, customer, and competitive intelligence groups at HP since 2007 and at several startup IT companies before that. He holds a M.A. from Colorado State University, with an emphasis in research methodology. Recently, he has led his team through a significant transformation due to an organizational realignment from Marketing to Corporate Strategy.
Michelle Thevil, Clif Bar & Company
Michelle Thevil, Director of Consumer Insights, Clif Bar & Company
Michelle is a curious explorer who is always seeking out her next adventure. Luckily, her adventures led her to Clif Bar where she has been reshaping the Consumer Insights department and increasing the value it brings to this dynamic company. Michelle is a wellness consumer expert, and has over 20 years of Insights experience in the CPG industry working closely with business leaders to leverage insights, drive business strategy, and establish core department competencies.
John Thomson, Aurora WDC
John Thomson, Chief Research Officer, Aurora WDC
John Thomson joined Aurora WDC in early 2005 and has more than 20 years of experience in the field of corporate intelligence and counterintelligence. Based in Atlanta, his role as Chief Research Officer focuses on managing the field intelligence collection efforts of our research teams, with final decision-making capability on the composition of the research teams and the ongoing directives of their efforts. Over the course of his career, he has worked hundreds of intelligence projects for a multitude of Fortune 500 and Global 2000 clients across more than 15 different industries. Prior to joining Aurora, Mr. Thomson spent 12 years with a leading technology company, where he built and managed their competitive intelligence program. His academic achievements include a B.S. in Marketing from American University in Washington, D.C., and MBA coursework at Monmouth University in Long Branch, NJ.
Roger Yoder, NetApp
Roger Yoder, Director, Competitive Intelligence, NetApp
Roger Yoder is currently Director of Competitive Intelligence, responsible for worldwide Intelligence activities at NetApp. His team identifies and drives key Intelligence Services, that improve NetApp’s competitive position and business results, working in partnership with the Field, Product teams, and Exec Staff.
Roger has been working in the Intelligence field for the past several years in Silicon Valley, focused on Security and Data Management markets. Prior to returning to the Bay area, he spent 20 years working overseas in the APAC region, in key country leadership roles, developing and executing successful Marketing and Sales Plans for some of the best known global IT brands.
Roger received his MBA from the University of Chicago, and his BA in Economics from Michigan State University. He also has a CIP1 Certification from the Academy of Competitive Intelligence.