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Tuesday, June 02, 2020 
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5th Annual Technology Innovation & Leadership Summit - 2017

Actionable Strategies for Driving
Technology Innovation

It's fun and exciting to learn about driving innovation, using exciting emerging technologies and disrupting industries. But the reality is most executives will learn about these innovative ideas and go back to their older IT operational model.

For many executives - that's okay because they really don't want to do what's necessary to drive real change. But the progressive CIO and Senior Technology executive who is committed to driving growth through Technology Innovation needs specific, actionable strategies to Drive Technology Innovation in their company. In this practical and unique event, we'll transcend the theoretical and give you practical, actionable strategies to make a difference right away.

Here's a sample of the topics we'll cover with seasoned peer executives:

  • Strategies to Get Out of the IT Operations business and into the Innovation Business

  • Top strategies to use innnovation to drive growth

  • Using Technology Innovation to get a seat at the table

  • The top approaches to driving technology innovation, and how to pick which approach will work for you

  • How to lead your team to results

  • How to carve out the funding you need to make real change

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Faculty & Agenda:

Sean Fallon, VP of Application Delivery, CNO Financial

Sean Fallon, VP of Application Delivery, CNO Financial

Roman Dumiak, Director - Technology Innovation, Allstate

Roman Dumiak, Director - Technology Innovation, Allstate


Mike Cozzi, IT Director, Global products Supply Chain, HAVI


Mohan Shukla , VP, IT Governance , Information Resources, Inc.

Rob Burkart, Chief Information Officer, InnerWorkings, Inc
Cicero Chimbanda, VP Information Technology, Loop Capital
James P. MacLennan, Sr Vice President & Chief Information Officer, IDEX Corporation

Patricia O’Shea, Senior Director, Agile Program Management,

Jim Tarala, Partner & Director of Innovation, Honkamp Krueger & Co


Patricia Coffey, SVP Allstate Technology & Operations, Lake Forest Graduate School of Management Board and Faculty


Patricia Gavino,  Senior Director Systems Engineering, VMWare
John Quirk, Partner, PSC

John Quirk, Partner, PSC


Aaron Shaver, Vice President & Chief Technology Officer, US Signal Company


Mike Koleno, CTO, Solstice

Dean Evans, Director, Satori Consulting


Questions whether you qualify? Please contact Maria Tuthill at (847) 837-3900 x1


Welcome & Introduction

    Co Emcee: Dean Evans, Director, Satori Consulting

    Dean Evans has over 25 years' experience successfully delivering technology initiatives to support business operations and associated change programs. He is a former retail bank CIO who understands how technology can be leveraged as a key differentiator. Dean’s specialties include IT Infrastructure, Outsourcing Advisory, Technology Assessment/ Strategy and Managed Services.  He is an established, trusted advisor whose work has spanned financial services, energy and retail industries.

Session I: Top Models to Use Technology Innovation to Drive Revenue

In an age of constant technology change we all understand that innovation is critical to success. While many people focus on how IT strategies can sustain a successful business today, there are also those responsible for answering the question “how are we going to keep the business running in two years time?”. Using an internal research and development team we can create a sustainable balance of creative knowledge growth for the individual, matched with the mutual benefit of future proofing the overall organization. With the unrestrained freedom to explore emerging technologies and without the constraints of today’s corporate development policies your best talent can achieve great things, stay engaged, and ensure future success. In this presentation John and Mark will discuss and demonstrate how a creative “labs” team can lead to short, medium and long term benefits for any business willing to invest in technology.

    John Quirk, Partner, PSC

    John Quirk, Partner, PSC

    John has been responsible for managing PSC's Chicago area operations since 2008. John has extensive experience in leading consulting organizations and providing solutions to clients. John first became involved with collaboration technologies as he created the first use of Lotus Notes at Bank of America. He then moved to Xpedior, Inc, where, as the Global Practice Leader - Enterprise Portals and Knowledge Management, he worked closely with senior executives to provide strategic guidance on e-Business, Enterprise Portal / Knowledge Management and many initiatives.Since joining PSC in 2004, John led the Enterprise Applications and the Advisory Services practices before taking on his current role of Vice President of Operations. As a Partner of the PSC, John oversees all aspects of our Chicago operation. He has been extensively involved in the creation of our Five Points of Excellence program and has helped lead the organization through a phase of steady and consistent growth.

    Dr. Mark Roden, Principal Architect, PSC Group

    Mark's primary responsibility is enabling delivery excellence and business development through the use of emerging technologies. Mark is a multi-discipline Technical Evangelist and contributor to the Microsoft Office Developer and IBM Cloud communities. Mark has worked in many varied facets of enterprise IT, and gets the most satisfaction from enabling others.

Session II. Panel Discussion: How to Get out of IT operations and Into Innovation

Innovation: Learn how you can reorganize and energize your IT organization from a IT Operations Focus to a Technology Innovation and Growth Driver Focus

    Mike Cozzi, IT Director, Global products Supply Chain, HAVI

    Mike Cozzi is a senior business technology leader with vast experience in development, project management, relationship building, strategic planning, organization design and leadership, vendor management, program management, and systems development lifecycle. Strong business and information technology operations experience in telecommunications, supply chain, and insurance industries. Mike holds a B.A. from Northern Illinois University in Operations Management and Information Systems and a M.B.A. from DePaul University in Leadership/Change Management. Mike has been a Project Management Professional (PMP) since 2001. Mike is currently the PMO Director at HAVI Global Solutions. Mike has held various leadership positions at U.S. Cellular, AT&T and CNA prior to joining HAVI Global Solutions. Mike is involved with Junior Achievement. Mike was also an adjunct faculty member at Kendall College in 2010 - 2013.

    Mohan Shukla , VP, IT Governance , Information Resources, Inc.

    Mohan Shukla leads the business side of IT as VP of IT Governance at IRI, covering Finance, Sourcing, Procurement and PMO. Previously, he has led Project Management Offices, Quality Systems, Six-Sigma programs at global corporations for 20 years. Mohan has a keen interest in organizational culture and leadership development. He directed PMI's mentoring program for two years and has been coaching and conducting workshops to improve leadership effectiveness. His passion is to teach practicing leaders how to effectively influence teams across all levels of an organization. He has developed tools to identify the mental-emotional factors that drive decision making, behavior and alignment in organizations, resulting in better organizational results. He has also published two books on self-improvement based on principles of Yoga.


    Patricia O’Shea, Senior Director, Agile Program Management,

    Patricia O’Shea is Senior Director, Agile Program Management Office (PMO) at Previously she was a McDonald’s Director responsible for global IT digital technology PMO & global IT planning. Patricia’s areas of expertise include driving large scale enterprise and global change initiatives, agile and waterfall project and program management, leadership development and coaching, organizational effectiveness, and strategic communications.


    Jim Tarala, Partner & Director of Innovation, Honkamp Krueger & Co

    As a technology and consulting executive, Jim thrives on improving companies, products, teams and people. Jim pairs his business acumen with his knowledge and understanding of the capacity of technology to deliver the greatest possible strategic value from a technology investment. At Honkamp Krueger & Co., P.C., Jim is responsible for aligning technology initiatives with corporate strategic planning, business intelligence/analytics, and program and vendor management. When developing technology strategies for businesses of all sizes, Jim looks to not only improve internal effectiveness, but also serve as a key market differentiator. He approaches technology as a tool to solve real-world business problems and recognizes that early adoption of new technology creates a competitive advantage.


    Moderator: Patricia Gavino,  Senior Director Systems Engineering, VMWare

    Patricia  leads the America’s Enterprise, Systems Engineers at VMware.  They provide pre-sales support to the sales organization addressing Software Defined Data Centers, Enterprise Mobility and Cloud Services. She has acquired 34 years of experience in a variety of technical leadership positions across an array of industries including utility, healthcare, manufacturing, financial services, insurance, consulting and software start-up companies. In previous roles at VMware, she assisted customers in driving transformational change in their business and operations by leveraging disruptive technology.  She led the Delivery Excellence, PMO, in Professional Services managing the delivery of engagements across the Americas and ensuring VMware delivers great value to highly satisfied customers.


Session III: Case Studies on Innovation and Revenue Growth

What happens when you find the time and headspace to pull yourself out of the day-to-day details to think innovatively? A world of possibilities. Mike Koleno of Solstice, a Digital Innovation Firm, will provide examples and detail the strategies other IT leaders have used to drive technology innovation and results in their organizations.

    Mike Koleno, CTO, Solstice

    Mike is a CTO at Solstice, a digital innovation firm. In this role, Mike leads the Solstice Cloud Native and Modern Software Engineering practice areas as well as the full stack development efforts across a wide-ranging set of clients including Rockwell Automation, Northern Trust, Country Financial, Kohler and more. Prior to joining Solstice, Mike spent over eight years at JPMorgan Chase in various application development and architecture roles across the bank's Treasury & Security Services, Card and Corporate Technology lines of business. When he isn't thinking about technology, Mike is spending as much time as he can with his wife and their three wonderful children.


Afternoon Introductions

Session IV: The 4 Stages of Technology Innovation Transformation

Learn how CNO Financial is moving through the 4 Stages of becoming a more innovative enterprise.

Included in this presentation will be Sean's journey in educating executives as to the difference between getting work done and creating a culture of innovation. As part of that process, Sean and his team have identified four stages of Technology Innovation Transformation. Learn the four stages and how you can map your own companie journey.

    Sean Fallon, VP of Application Delivery, CNO Financial

    Sean Fallon, VP of Application Delivery, CNO Financial

    Sean Fallon joined CNO in 2012 and currently serves as Vice President of Application Delivery for the Front Office. He supports technology delivery for Bankers Life, Colonial Penn and Washington National, including compensation, CRM, eApp, Recruiting, and License / Appointment. He also supports CNO’s Enterprise Marketing and product development programs. Fallon has over 25 years of IT experience. Prior to joining CNO, he held various IT leadership roles at Northwestern Mutual, Northern Trust, Millennium Partners, CUNA Mutual Group, and Lincoln Financial. He earned his Bachelor of Business Administration degree in Management Information Services, Finance and Management, and a Masters of Finance from the University of Wisconsin. Fallon is also a Fellow, Life Office Management Association (LOMA).

Session V: True Transformation: How IT innovation can drive business success

    Aaron Shaver, Vice President & Chief Technology Officer, US Signal Company

    Aaron Shaver, Vice President and Chief Technology Officer, leads US Signal’s long-term technology vision, and is responsible for strategic customer partnerships, university collaboration, industry thought leadership and advanced technical solutions.
    Prior to joining US Signal, Aaron served as the Executive Director of Information Management for Spectrum Pennock Health Services. He has also lead research and development for US Signal, establishing the MPLS, Carrier Ethernet and Cloud practices.  Aaron has a 20-year background in telecommunications, data center design and information security.
    Aaron holds a doctorate in information assurance and computer science and a Master of Science in Information Security.  His research focused on enterprise disaster recovery and mitigation.​


Session VI: Earning a Seat at the Table

Is it important to be at the (senior executive) table?  Increasingly technology is transforming businesses.  How do you make sure you influence key strategic decisions?   This session will explore the nature of senior executive decision-making and techniques to insert and assert oneself into the process.  Discover ways to assess your environment and take action to build strategic relationships that will demonstrate value and enable you to influence key decisions.

    Patricia Coffey, SVP Allstate Technology & Operations, Lake Forest Graduate School of Management Board and Faculty

    Patricia Coffey is Senior Vice President for Allstate Insurance Company. Working at the nation’s largest publicly held insurance company, Ms. Coffey has shaped strategic technology solutions to benefit Allstate’s employees and its customers.  As a member of the senior leadership team for Technology and Strategic Ventures, she currently holds the roles of leader of the Delivery and Risk Management organization as well as Group CIO for Enterprise Applications.  Ms. Coffey is dedicated to finding innovative ways to strengthen Allstate’s businesses with direct oversight of Allstate technology risk management and compliance, enterprise testing and quality, the program management office, and enterprise applications.  In addition, she is a member of the faculty at Lake Forest Graduate School of Management.

Session VII.: Panel Discussion: Leverage Your Technology Innovation Initiative to Earn a Seat at the Table.

Rob Burkart, Chief Information Officer, InnerWorkings, Inc
Rob has led the Business Technology group at the company since 2013.  He ensures that we create, maintain and publish the technology that gives us valuable insights into the global marketing supply chain – and helps us make smart data-driven decisions for our clients. Rob previously led sales, operations and forecasting groups for InnerWorkings, and prior to joining InnerWorkings in 2009, honed his experience in such diverse industries as aerospace, building materials and electronics.  He earned his BS in industrial engineering from Purdue, and he also holds an MBA from Chicago Booth. Rob leads the Infrastructure and Security, Customer Facing and Internal Tools groups with a primary focus on serving end customer needs and ensuring rich data and efficiency are preserved throughout the organization.


James P. MacLennan, Senior Vice President & Chief Information Officer, IDEX Corporation

Jim MacLennan is Senior Vice President and Chief Information Officer at IDEX Corporation, a Fortune 1000 manufacturer that sells highly engineered products in a variety of markets worldwide. MacLennan has responsibility for Corporate IT services for all IDEX business units, and also drives innovation through initiatives that leverage Information and Technology as growth drivers for the industrial manufacturing space. He regularly publishes his observations and insights on the intersection of business and technology - check out his work at


Cicero Chimbanda, VP Information Technology, Loop Capital

Cicero Chimbanda is Vice President (VP), CISM, MS Business Technology Managementat DePaul. He is responsible for the Strategic Planning and Execution of the Corporate Information Technology and Security for Loop Capital Markets.


Roman Dumiak, Director - Technology Innovation, Allstate

Roman Dumiak, Director - Technology Innovation, Allstate

Roman Dumiak is currently a Director in the Technology Innovation group for the Allstate Insurance Company. His focus includes directing and facilitating efforts utilizing innovative software and hardware solutions from the ideation phase through implementation as part of Allstate Technology and Strategic Ventures (ATSV).
  His previous experience has included roles in application development, database administration, network engineering and enterprise architecture. During his career, he has also functioned as a senior strategic planner working on a variety of IT-wide related strategies including ITIL/ ITSM planning and rollout and a Business Integrated Technology Strategy to create an optimized and integrated set of IT capabilities.  Most recently, he has been a key player in a fundamental transformation of the way Allstate ATSV develops, delivers and runs their technology solutions by leveraging Agile methodologies, DevOps principles and cloud-based platforms. Mr. Dumiak has a B.S. in Math and Computer Science from the University of Illinois and a Masters in Telecommunications.
















Who Should Attend:

  • CIOs
  • Senior IT and LOB Executives
  • VPs & Directors
  • Any IT Executives who want to develop leaders at their organizations

Aug 24th, 2017


Get this Summit on-Demand
for you and your team

Purchase Now for $297

Questions? Call Maria Tuthill 847-837-3900 x 1

Feedback from Participants

“Great value for any CIO.  Relevant ideas and
strategy that can be applied to any Mid Market
Ed Hoff, Director of IT, Christian Brother Services

“Nice Job. You rock!  It is a pleasure to rub shoulders with intelligent professionals who are passionate about
managing technology!”  
Kurt Sholly, Director of Technology, Cottage Door Press

“This is a great opportunity for me to learn how others have experienced and solved similar problems as ours.”
Jerry Acheson, ExecutiveDirector of IT, National Merit Scholarship Corp.

“The Mid-Market Summit brought tremendous value of real strategies that can be applied to my daily challenges.”
Gene Schaff, Director of IT, Tiller Corp.

“The content and the contacts were well worth the time and travel.”
Brian Heuckroth, Principal, Oobleck Power


What Participants Say About
Our Summits

"The Summit was a great day's investment for any CIO/IT leader to heighten knowledge of technology trends and IT leadership insight."
Tom Hupp, VP of IT Young Innovations, Inc.

"I was so inspired I couldn't wait to get back into the office and start changing the world!"
Julie Garnter, Director of Information Systems & Technology, Kenall

"Amazing how Tec pulls in such high quality presenters and panels.  Great job Alex & Maria!"

"I was so engrossed and interested in the program I didn't check my phone or email all day."  

"The depth and breadth of information shared is priceless"

"Mind and career expanding, thank you!" “Very informative"

"Informative and inspiring!"  "Excellent!"  

"Strong content, topics, participants"  "Great education"

"Great, thought provoking session”    "Fantastic leadership insights "

"Good insights and examples of management approaches"

"Good event!  Thought provoking.  I'll attend the next one."

"Outstanding examples and use cases to clarify points" 


Earn Continuing Educational Credits

Earn certification credits while you learn!

We will provide each attendee with a certificate toward continuing education.


Event Sponsors

Solstice mobile





PSC Group



Contact Alex Jarett at 1-847-837-3900 x2.

Hotel Accommodations

Hilton Garden Inn Lake Forest Mettawa
26225 Riverwoods Blvd, Mettawa, IL 60045
(847) 735-8374

Holiday Inn Express-Vernon Hills
975 Lakeview Pkwy, Vernon Hills, IL 60061
(847) 367-8031

Hotel Indigo Chicago-Vernon Hills
450 N Milwaukee Ave, Vernon Hills, IL 60061
(847) 918-1400

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